Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions?
 

Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions?

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Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions? Presented at Mines and Money Australia 2013

Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions? Presented at Mines and Money Australia 2013

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    Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions? Alex Cowie, Former Editor, Diggers and Drillers: What should investors look for in a junior resource stock during these challenging market conditions? Presentation Transcript

    • FOUR REASONS FOR OPTIMISM Dr Alex Cowie
    • WHERE ARE WE NOW? - XMM INDEX STILL NEAR LOWS
    • SMALL RESOURCES INDEX – XSR IF YOU LIKE TO ‘BUY LOW’ … NOW YOU CAN
    • 4 REASONS FOR OPTIMISM 1: SYNCHRONOUS GROWTH IN EUR / JAP / US / CHINA • 2: FALLING AUSSIE DOLLAR • 3: CHANGE OF GOVERNMENT • 4: A TOTALLY NEW CHANNEL TO RAISE CASH •
    • #1: SYNCHRONOUS GROWTH NOW IN ALL MAJOR GLOBAL ECONOMIC REGIONS
    • … EVEN THE ‘PIGS’ ARE GROWING!
    • #2 A WEAKER AUSSIE IS GOOD FOR MINING
    • #3: A CHANGE OF LEADERSHIP
    • FUNDING OPTIONS: • ECM, DEBT • CONVERTIBLES • PE / VC • STREAMING / ROYALTIES • ASX BOOKBUILD
    • #4: NEW WAY FOR SMALL COMPANIES TO ACCESS CAPITAL :
    • CAPITAL RAISED ON ASX BEEN STEADY
    • ASX MATERIALS AND ENERGY: CASH IS LOW AT THE SMALL END,
    • COMMODITY FOCUS • #1: SPECIALITY MINERALS • TECH SPACE IS CURRENT MARKET DARLING • RESOURCES WITH A TECH ANGLE OUTPERFORMING: OROCOBRE (ORE) IS UP 150% IN SIX MONTHS. • INCREASINGLY CORRELATED TO TESLA (NASDAQ:TSLA) • SYRAH RESOURCES (SYR), GRAPHITE EXPLORER, • IS NOW UP 3,000% IN 24 MONTHS •
    • #2: BASE METAL STOCKS
    • #3 GOLD: TOUGH TIMES DEMAND QUALITY PROJECTS • LOW COST PRODUCERS: • BEADELL (BDR) • OCEANAGOLD (OGC) • HIGH QUALITY EXPLORERS: • PAPILLON (PIR) • SIERRA MINING (SRM) • E.g.: 53m at 3.2% Cu and 5.2g/t
    • BUT IGNORE REAL BOND YIELDS AT YOUR PERIL: …THEY ARE NOW AT LEVELS THAT HAVE HAMSTRUNG GOLD IN THE PAST
    • ‘TREASURY INFLATION PROTECTED SECURITIES : GOLD’ RATIO - CURRENTLY A GOOD ROADMAP FOR TRADING GOLD + GOLD EQUITIES
    • THANK YOU FOR LISTENING TUNE IN TO THE DEBATE ON: www.livewiremarkets.com