1D·

Raw materials special

Hello my dears,

The statement from COPILOT was.

" Stock up on raw materials "

So today I took a deep dive into the world of mines and commodities.

Anyone who knows me knows that as a long-term investor I tend to look at quality and longevity.

That's why I looked at the shares according to three different criteria

Long-term historical performance
Forward P/E ratio
Earnings growth 2027 (I think investors will be interested in this next year)

I have marked these points YELLOW to find favorites.

I am still in the discovery phase for copper.

My dears,

What do you think of my selection process and my favorites? And what are your favorites in this sector?

@Multibagger
@Dividendenopi

(P.S. since it is very difficult to present the figures here at getquin in a reasonable way, I have done this for you today in a Word Doc. Hope you can read it well)

FAVORITES:

Gold

Eldorado Gold $ELD (+0.6%) Low P/E ratio with high earnings growth

Equinox Gold $EQX (-0.32%)

Equinox Silver

Endeavour Silver $EDR (-0.24%) Low P/E ratio and high earnings growth

Various commodities

K92 Mining $KNT (-0.24%) Low P/E ratio, growth, good in quality and growth check

24 Comments

Chris@Multibagger

$EDR as you know, I recently bought it myself as a silver pick.
In the gold sector, I would rather bet on $EQX. They haven't done so well yet. The increase is even higher as they were negative this year.

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Tenbagger2024@Tenbagger2024

@Multibagger
But Eldorado's earnings growth will be higher next year and in 2027. And at a lower P/E ratio

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 With respect, for my taste you are too often and too much attached to the P/E ratio. It is certainly a criterion to consider, but not the measure of all things and the criterion for ultimately making a decision. In the last two years - at least - it has fallen somewhat behind. You used to calculate your P/E ratio yourself and it was great to find a company with quality and a low P/E ratio. You could go in blind

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Tenbagger2024@Tenbagger2024

@Dividendenopi
Don't just look at the P/E ratio.
For a company or mine that has just become profitable, the P/E ratio doesn't matter anyway.

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Tenbagger2024@Tenbagger2024

@Dividendenopi
You two are really confusing me now. 🙈😂
@Multibagger
One says Eldorado, the next equinox.
The boss @SAUgut777 is about to come along and say something else.

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BockaufDividenden@BockaufDividenden

22H

@Tenbagger2024 Exactly! The all-in sustaining costs (AISC) and the company's debt are much more relevant.

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MrSchnitzel@MrSchnitzel

$KNT looks interesting, thanks for your contribution.😊

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Tenbagger2024@Tenbagger2024

@MrSchnitzel
I'm glad if you like it 😘

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DocTrader@value_crafter_1628

Hello my fellow traders, dear Tenbagger2024, I have put together a nice "mining package" over the years and fully agree with Tenbagger2024's statement regarding the importance of the sector. In my addition, I came across one - or the uranium miner par excellence. Yes, for me uranium shares also belong in a future-oriented mining portfolio, no moralizing please. NAZ KazAtomProm $KZAP! One of the few companies in the sector with a relatively low P/E ratio of ~12 with upside potential and a current dividend of 6.1 %. I have taken the step and expanded my mining package😀. Anyone who can live with the political risk (as you know, this also exists for Germany 😉).
About the silver miners: I have been trading PanAmerican Silver $PAAS for years - the share has always given me pleasure and has always bounced back, through thick and thin. Of course, it has been particularly fun in the last 1.5 years 🤑. But currently it has already reached a high level, so take advantage of setbacks with patience (!).
Good luck to you all!
PS: I have Gazatomprom shares under the Christmas tree 🎄😆
Merry Christmas!

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Dividendenopi👴@Dividendenopi

$EDR you can do that 😇, also take a look at $GFI and $AEM for gold, possibly also $K. I got into other metals some time ago at $AII after the setback.

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Tenbagger2024@Tenbagger2024

@Dividendenopi
Yes, I also had almonty in the back of my mind
I'll take a look at the other values.
What else do you think of my favorites?

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 As I said, $EDR is certainly not wrong, $KNT is a stable value. Personally, I would have a stomach ache with $EQX. Compared to what they deliver, they have run up disproportionately high. And where the significantly better figures forecast for the next few years are supposed to come from is not immediately clear to me. They have been part of the gold rush without being of particularly high quality.

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Tenbagger2024@Tenbagger2024

@Dividendenopi
I want to use Eldorado gold.
What do you think of Eldorado?
$EQX says yes @Multibagger.

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Chris@Multibagger

@Dividendenopi I can tell you why $EQX. But now I'm going to eat first😉

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 $EQX $ELD You're completely confusing me. Chris will try to bring light into the darkness 😎

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Max@MaxtheCat

Do you still see gold/silver as a driver of returns next year? Some people are talking about 100$ as a provisional target price for silver. I've been thinking about getting in for 4-5 months (more in the junior miners/shares), but I'm not sure whether it makes sense now... but I thought the same 4 months ago..😂

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BockaufDividenden@BockaufDividenden

22H

This is a really great overview, I like it! Unfortunately I don't have time to explain my points in detail, so I'll just be brief. My stocks and commodity mining stocks that I have for the commodities sector and will probably continue to hold until after 2026:

Silver:
$CDE (where with their new acquisition they now also have gold in the portfolio.) But Coeur Mining is a silver lever
$SCZ
$DSV

Gold:
$MAI (but also a silver miner)

Titanium (recycling):
$IPX

Antimony (NATO raw material for ammunition):
$CRTL

Total REE recycling:
$MTM (98% recovery in some trials, including gold)

Uranium:
$UUUU

Overall, many positions have also done well this year, some are much more speculative like Metallium and IperionX, but I just leave it there.

I've already had a lot of fun with Coeuer Mining.

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Tenbagger2024@Tenbagger2024

22H

@BockaufDividenden
Thank you my dear. I'll take a look at Couer

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