9Mo·

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 (+2,31 %) Low P/E ratio with high earnings growth

Equinox Gold $EQX (+2,61 %)

Equinox Silver

Endeavour Silver $EDR (+1,72 %) Low P/E ratio and high earnings growth

Various commodities

K92 Mining $KNT (+0 %) Low P/E ratio, growth, good in quality and growth check

24 Commentaires

Chris@Multibagger

9Mo

$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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Tenbagger-Capital@Tenbagger-Capital

9Mo

@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

9Mo

@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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Tenbagger-Capital@Tenbagger-Capital

9Mo

@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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Tenbagger-Capital@Tenbagger-Capital

9Mo

@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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DocTrader@value_crafter_1628

9Mo

Servus meine lieben Trader- Kameraden, geschätzter Tenbagger2024, Ich habe mir ein schönes „Minen-Paket“ über die Jahre zusammengebaut und bin voll bei der Aussage von Tenbagger2024 bezüglich der Bedeutung des Sektors. Bei meiner Ergänzung bin ich auf einen - oder den Uran-Miner schlechthin gestoßen. Ja, Uran-Aktien gehören für mich auch in ein zukunftsorientiertes Mining-Portfolio, bitte keine Moralpredikt. NAZ KazAtomProm $KZAP ! Als eines der wenigen Unternehmen im Sektor im Verhältnis günstig bewertet KGV~12 mit upside-Potenzial und auch noch: 6,1 % Dividende aktuell dazu. Ich habe den Schritt getan und mein Minen-Paket erweitert😀. Wer mit dem politischen Risiko leben kann (das gibt es für Deutschland ja bekanntlich auch 😉).
Zu den Silberminers: PanAmerican Silver $PAAS trade ich seit Jahren - die Aktie hat immer Freude bereitet und hat sich immer wieder berappelt, durch dick und dünn. Natürlich macht sie in den letzten 1.5 Jahren besonders Spass 🤑. aktuell aber schon bereits hoch aufgelaufen, Rücksetzer bei Geduld (!) nutzen.
Viel Erfolg euch allen!
PS: bei mir liegen Gazatomprom-Aktien unter dem Weihnachtsbaum 🎄😆
Schöne Weihnachen!

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Dividendenopi👴@Dividendenopi

9Mo

$EDR kannste machen 😇, bei Gold auch mal einen Blick auf $GFI und $AEM werfen, evtl. auch $K . Sonstige Metalle bin ich vor einiger Zeit bei $AII rein nach dem Rücksetzer.

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Tenbagger-Capital@Tenbagger-Capital

9Mo

@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

9Mo

@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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Tenbagger-Capital@Tenbagger-Capital

9Mo

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

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Chris@Multibagger

9Mo

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

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Dividendenopi👴@Dividendenopi

9Mo

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

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Max@MaxtheCat

9Mo

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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