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Message: Grandich Clients Update
Grandich Clients Update
By Grandich Blog
Published: Yesterday by RssFeed
Published: Yesterday by RssFeed
The following is automatically syndicated from Grandich's blog. You can view the original post here. Stay up to date on his model portfolio!
September 03, 2012 08:01 PM
Alderon Iron Ore – While it has met or exceeded just about every corporate goal, the share price has been pressured by a factor the company has no control over – iron ore prices. On the belief such prices shall stabilize and then move back up into 2013 and beyond, the company appears to be undervalued knowing much of the risk has been removed over the last couple of years.
Cap-Ex Ventures – Here too falling iron ore prices have greatly pressure its share price (and the worse junior resource market in years hasn’t helped). Somewhere in the next few weeks one can hope for a major bottom.
Crosshair Energy – Uranium prices are anticipated to start moving back up and with the worse of the junior resource market apparently behind us, CXX can make up some of the ground it has loss in 2012.
Donner Metals – The hope is as more and more people realize it has moved from explorer too soon to be producer, it shall witness a re-rating of the stock and a marked increase in shareholder value.
Excelsior Mining – A lack of corporate news and a poor junior market has not helped the situation. Hopefully that shall not be the case for too much longer.
Geologix Explorations – A much anticipated assessment is due out shortly and with additional drilling underway as well, one can hope for higher shareholder value as we move through the balance of 2012.
North American Nickel – One of the biggest elephant hunting plays in as long, long time is underway and we eagerly await initial results.
Oromin Explorations – Please read recent past comments of mine
Ridgemont Iron Ore – Please read
Spanish Mountain Gold – Among a sea of juniors who have seen shareholder value cut in half or more, this one appears to have one of the biggest arguments that much of it was not warranted based on corporate developments.
Sunridge Gold – While I can and will defend management when it comes to moving projects nicely forward, I can understand much of the frustration expressed to me about the handling and promotion of corporate developments. On the assumption that the projects themselves and not the promotion of them win the day in the end, I shall remain where I am (for now). I did stick in a big-time stink bid last Friday and may do so again if the large scale seller shows themselves again this week.
Timmins Gold – It has clearly shown itself to be an emerging and growing producer with plenty of exploration potential that can also benefit from an increasing gold price.
Wits Gold – It’s been a disappointment despite a bad overall market and I hope to get a full update from the company in the near future.
http://www.grandich.com/
grandich.com
September 03, 2012 08:01 PM
Alderon Iron Ore – While it has met or exceeded just about every corporate goal, the share price has been pressured by a factor the company has no control over – iron ore prices. On the belief such prices shall stabilize and then move back up into 2013 and beyond, the company appears to be undervalued knowing much of the risk has been removed over the last couple of years.
Cap-Ex Ventures – Here too falling iron ore prices have greatly pressure its share price (and the worse junior resource market in years hasn’t helped). Somewhere in the next few weeks one can hope for a major bottom.
Crosshair Energy – Uranium prices are anticipated to start moving back up and with the worse of the junior resource market apparently behind us, CXX can make up some of the ground it has loss in 2012.
Donner Metals – The hope is as more and more people realize it has moved from explorer too soon to be producer, it shall witness a re-rating of the stock and a marked increase in shareholder value.
Excelsior Mining – A lack of corporate news and a poor junior market has not helped the situation. Hopefully that shall not be the case for too much longer.
Geologix Explorations – A much anticipated assessment is due out shortly and with additional drilling underway as well, one can hope for higher shareholder value as we move through the balance of 2012.
North American Nickel – One of the biggest elephant hunting plays in as long, long time is underway and we eagerly await initial results.
Oromin Explorations – Please read recent past comments of mine
Ridgemont Iron Ore – Please read
Spanish Mountain Gold – Among a sea of juniors who have seen shareholder value cut in half or more, this one appears to have one of the biggest arguments that much of it was not warranted based on corporate developments.
Sunridge Gold – While I can and will defend management when it comes to moving projects nicely forward, I can understand much of the frustration expressed to me about the handling and promotion of corporate developments. On the assumption that the projects themselves and not the promotion of them win the day in the end, I shall remain where I am (for now). I did stick in a big-time stink bid last Friday and may do so again if the large scale seller shows themselves again this week.
Timmins Gold – It has clearly shown itself to be an emerging and growing producer with plenty of exploration potential that can also benefit from an increasing gold price.
Wits Gold – It’s been a disappointment despite a bad overall market and I hope to get a full update from the company in the near future.
http://www.grandich.com/
grandich.com
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