Mittwoch, 10. Juni 2015

Newsletter-Autor und Minen-Experte Gwen Preston: Bericht vom jüngsten Metals Investor Forum in Vancouver

Lesenswerte Zeilen und exklusive Einblicke von Gwen Preston, Herausgeber des auf Junior Mining fokussierten Newsletters Resource Maven:

Momentum: The Marker That Matters

June 5th, 2015 by Gwen Preston

The 12 Top Pick companies at the Metals Investor Forum all share an essential trait: momentum. Despite all that the markets have thrown at them, they continue to pragmatically advance their projects towards increased shareholder value.

Last Saturday was the best day I’ve had in mining in a long time.

It was the Metals Investor Forum. Put on by Eric Coffin and myself (plus a great behind-the-scenes team) and co-hosted by fellow newsletter writers Brien Lundin and John Kaiser, the Forum brought together 12 Top Pick companies from our respective portfolios.

Everyone in attendance likely came already believing this sector offers significant upside, given that mining has been beaten down for years and reliably cycles back up.

But the energy in the room built as the day went on and, after a week thinking about it, I understand why.

It is one thing to believe it is generally time to invest in metals. It’s another to identify the specific stocks that will move first and farthest when the rally arrives.

To be in that position a company needs more than a good project. It needs momentum – the one thing that has been hardest to maintain during this long bear market.

Hard, but not impossible. The 12 companies that presented on Saturday all have momentum, achieved in different ways including adaptability, financial prudence, tenacity, and opportunism.
We heard from explorers who have consolidated land packages, mined historic data, and advanced discoveries despite challenging markets.

We heard from developers who found ways to advance against the tide or adapted plans to suit today’s market realities, both of which mean they now have assets positioned for the rally.
We heard from producers who guarded cash in the downturn, rendering them able today to explore organic upside and take advantage of acquisition opportunities.

And we heard from new groups custom-designed to take advantage of today’s market realities.
Investors attending the Forum were unguardedly excited to hear so many strong stories. Representatives from each company were glad to get updated on other good stories – the bear market means many have their heads down, focusing on their work and not looking around for encouragement. Finding encouragement in the form of other strong teams, good assets, and pragmatic approaches gave everyone a lift..




Quelle: euroswiss-capital.com

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