Stillwater Mining Company
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These Three Miners Could Offer Good Future Returns
By Rupert Hargreaves - May 22, 2013 | Tickers: HL, SWC, TCK
As I do most of my trading and investing on the London Stock Exchange, I like to think that I know something about resource stocks; after-all, London is the preferred place for resource companies to list in the world, and a significant part of my portfolio is composed of miners and mining equipment company's.
The problem is that, with the commodity market stuck in a bear market, resource stocks more »
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$6 Billion Hedge Fund Bullish on Hillshire Brands and These Little Guys
By Meena Krishnamsetty - May 1, 2013 | Tickers: EPL, EXH, HCBK, SLE, SWC
Because small cap stocks receive less attention from large institutional investors and the financial media, they are more likely to be mis-priced. We can also look at top small cap picks from individual managers to see what they like in this range; investors can then do more research on any interesting names. Clint Carlson’s Dallas-Based Carlson Capital is a multi-billion dollar, multi-strategy fund—no those two traits don’t more »
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This Investor Has Been Focusing on the Metals Market; A Look Back
By Meena Krishnamsetty - April 30, 2013 | Tickers: AU, ABX, KGC, SWC, VGZ
As its name implies, Sun Valley Gold—at least on the equity side—is concentrated on the precious metals market, in companies related to mining, producing and refining. Unfortunately for the fund, a 13F portfolio with nearly all its positions tied to metals most likely hasn’t done too well of late, as metals prices have dropped to 2+ year lows. Of course, 13F filings from the SEC only indicate more »
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Billionaire Kerr Neilson’s Small Cap Picks
By Meena Krishnamsetty - April 7, 2013 | Tickers: CIEN, FWLT, SINA, SOHU, SWC
We track 13F filings from hedge funds and other notable investors as part of our work researching investment strategies, and one of our findings has been that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks receive less attention, and are therefore more likely to be undervalued more »
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Two Unloved Material Stocks Which Should Be Brought In From the Cold
By Declan Fallon - March 12, 2013 | Tickers: AA, ACH, PAL, PLG, SWC
My value scan is geared towards stocks which fall outside the mainstream of interest, but not necessarily lacking interest from buyers. Since the November lows, stocks attracting the most interest have come from cyclical sectors: Industrials, Discretionary and Financials. However, many of these stocks have driven themselves beyond attractive buy points, which makes building a position difficult. However, out of favor sectors - like Materials and Energy - contain stocks that are more »
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Two Unloved Material Stocks Which Should Be Brought In From the Cold
By Declan Fallon - March 12, 2013 | Tickers: AA, ACH, PAL, PLG, SWC
Note: a previous version of this article misstated Stillwater Mining Company's name. The error has been corrected.
My value scan is geared towards stocks which fall outside the mainstream of interest, but not necessarily lacking interest from buyers. Since the November lows, stocks attracting the most interest have come from cyclical sectors: Industrials, Discretionary and Financials. However, many of these stocks have driven themselves beyond attractive buy points, which more »
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Which Is My Favorite PGM Stock?
By Masam Abbas - January 29, 2013 | Tickers: ELRFF, PAL, SWC
Platinum Group Metals (PGM) were the best performing metal for the year 2012, along with silver. Both showed an average rise of 6% for the year. PGMs are expected to perform strongly in 2013 as well. Why? That has been explained with the help of future outlooks for three stocks in this space:
Eastern Platinum (NASDAQOTH: ELRFF)
The Street is forecasting sales of $12.3 million with a cash cost more »
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3 Metals That Are Not Gold and Their Miners
By Nihar Patel - January 29, 2013 | Tickers: AA, FCX, SWC
Metals might be a good commodity to invest in sometimes, but not all metals are created equally and not all are in ascendance all the time. Investing in businesses that extract, refine, and prepare the metals presents a different way to enjoy the benefits of price increases for the metal. Businesses have the benefit of charging more than it costs to extract the metal, especially if they process it into more »
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This Stock Is Ready To Be Short Squeezed in 2013
By Masam Abbas - January 1, 2013 | Tickers: IMPUY.PK, PAL, SWC
Stillwater Mining Company (NYSE: SWC), which engages in various stages of pruducing and marketing palladium, platinum, and platinum group metals (PGMs), has exposure to one of the most compelling 2013 supply/demand stories among the mining industry. It is entering the execution phase of its company-specific investment cycle, following two years of acquisitions and financings. I believe the execution mode will be much more shareholder-friendly than the acquisition and financing more »
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Watch this Precious Metal Stock For Big Moves
By Dr. Osman Gulseven - December 28, 2012 | Tickers: PAL, PLG, SWC
Recent Moves
Canada-based North American Palladium (NYSEMKT: PAL) recently completed a private equity capital raise of $4 million. Funds will go towards completion of the company’s Lac de Iles Mine in Ontario, Canada as well as other projects. The company’s share price has dropped about 50% year over year in the face of declining commodity prices for some precious metals, most notably palladium.
Despite the fact palladium is more »
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Metallovoric Companies Set to Gorge Themselves
By Nihar Patel - October 4, 2012 | Tickers: AA, FCX, SWC
A metallovore feeds on metal, which is a lesser known feature in some science-fiction stories. I think it is an apt analogy for mining companies. They eat metal and excrete cash, hopefully. Mining for the most part is all about raw materials. I like the simplicity of that. You extract raw materials that keep the engine that is our economy running. It is like farming in that sense. It does more »
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Insiders Are Buying This Mining Company
By Meena Krishnamsetty - August 31, 2012 | Tickers: CCJ, FCX, MCP, SWC, TRQ
We have seen a number of insider purchases at Molycorp (NYSE: MCP) recently (see insider purchases at Molycorp). The largest of these, a purchase of 2.5 million shares by director Ross Bhappu’s Resource Capital at an average price of $10/share, represents a substantial amount of confidence from a major holder of the stock (Resource Capital has been a large private investor in Molycorp for some time). The more »