Precious Metals & Minerals


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Lucara Diamond Corp LUCRF00042181265224295221176193
2. Eastern Platinum Limited ELRFF00012.6102117111156113833200000.4139
3. Avino Silver & Gold Mines Ltd ASM0000000000002.2715.1516.6114.9235333432
4. Santacruz Silver Mining Ltd SZSMF0010.638.6411.8111.413.1529
5. GoGold Resources Inc GLGDF000000012.5216.717.052127
6. Golden Minerals Company AUMN0000001.625442012.911.531.842610.680.248.076.46.697.227.73
7. Rochester Resources Ltd RCTFF4.585.260.230.0800009.343.5889.511.2612.0412.210.717.47.418.646.997.91
8. Diamcor Mining Inc DMIFF0.533.883.074.685.935.954.113.96
9. Archon Minerals Limited AHNMF0000000000000000000.840.731.67
10. Paramount Gold Nevada Corp PZG0000000000.170.10.280.340.40.73
11. Star Diamond Corporation SHGDF00000000000000000.09
12. Brazil Minerals, Inc BMIX00.790.490.060.010.040.020.02
13. Nuinsco Resources Limited NWIFF000000.610.710.18000.10.120000000
14. Platinum Group Metals Ltd PLG00000000000000000
15. Iconic Minerals Ltd BVTEF0000000000000
16. Bravada Gold Corporation BGAVF000000000
17. Carbon Streaming Corporation MXVDF000000000000
18. Chesapeake Gold Corp CHPGF00000000
19. North Springs Resources Corp NSRS0000.060.050
20. Bear Creek Mining Corporation BCEKF00000000000000
21. Olivut Resources Ltd OLVRF000000000
22. iMine Corporation JRVS0000000
23. Comstock Metals Ltd CMMMF000000.01000
24. Gungnir Resources Inc ASWRF000000000.0500000000000
25. North Arrow Minerals Inc NHAWF00000000
26. Kootenay Silver Inc KOOYF00000000
27. Gainey Capital Corp GNYPF00000000
28. SilverCrest Metals Inc SILV00000
29. Dolly Varden Silver Corporation DOLLF00000000
30. Serengeti Resources Inc SGRNF00000000
31. Aurion Resources Ltd AIRRF000.030000
32. Mexus Gold US MXSG1.160.1900.10000
33. Braveheart Resources Inc RIINF0-0.09-0.2500000000
34. Osisko Mining Inc OBNNF0000000
35. First Energy Metals Limited ASKDF0000000000000000000
36. Metalex Ventures Ltd MXTLF00000000
37. Stratabound Minerals Corp AGSM00000000
38. Sun Summit Minerals Corp SMREF00000000
39. Argentum Silver Corp AGSVF000000000
40. Gold79 Mines Ltd AUSVF0000000
41. El Capitan Precious Metals, Inc ECPN0000000
42. Plata Latina Minerals Corporation PLLMF00000000
43. American International Ventures, Inc AIVN00.230.0500.170.04
44. Rockwell Diamonds Inc RDIAF09.44372729443531413.60.920.75000
45. Universal Copper Ltd ECMXF3.656.097.4411.5211.813.196.214.673.07000000000
46. Colt Resources Inc COLTF0000
47. Andover Mining Corp AOVTF0000
48. The Graystone Company, Inc GYST0.130.160.390.360.15
49. Tsodilo Resources Limited TSDRF00000000000000000000
50. Hinterland Metals Inc HNLMF0000000
51. Golden Phoenix Minerals, Inc GPXM0.090.340.120.11.560.750.1810.400.060.110.20.03000
52. Santa Fe Gold Corporation SFEG00.020.070.060.170.060.020.0100.070.326.4411.5314.572.10.070.01000
53. Diamond Fields Resources Inc DFIFF2.523.320.70.80.06000000000
54. Aya Gold & Silver Inc MYAGF00000000000
55. Canterra Minerals Corporation CTMCF00000000
56. Stroud Resources Ltd SDURF0.110.080.080.070.040.030.040.030
57. USCorp USCS00000000
58. Independence Gold Corp IEGCF00000000
59. Searchlight Minerals Corp SRCH0000000000000000
60. Stornoway Diamond Corporation SWYDF0000000000000000197165
61. Tahera Diamond Corporation TAHEF0000005.62
62. Gold and GemStone Mining Inc GGSM0000
63. Jayden Resources Inc PNMLF00000000000000
64. Rockhaven Resources Ltd RKHNF000000000000
65. True North Gems Inc TNGMF00000000
66. United Silver Corp USCZF15.7510.3311.9910.66
67. Portage Resources Inc POTG0000000.04


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Lucara Diamond Corp LUCRFNANNANNANINF4.311.470.841.320.750.81.09
2. Eastern Platinum Limited ELRFFNANNANNANINF8.081.150.951.410.730.740.380NANNANNANINF94.79
3. Avino Silver & Gold Mines Ltd ASMNANNANNANNANNANNANNANNANNANNANNANNANNANINF6.671.10.92.320.961.020.93
4. Santacruz Silver Mining Ltd SZSMFNANNANINF0.811.370.961.152.21
5. GoGold Resources Inc GLGDFNANNANNANNANNANNANNANINF1.331.021.231.28
6. Golden Minerals Company AUMNNANNANNANNANNANNANINF33.327.780.030.890.1614.210.410.0234.340.791.051.081.07
7. Rochester Resources Ltd RCTFF1.151.150.040.360NANNANNANINF0.382.231.191.191.071.010.880.6911.170.811.13
8. Diamcor Mining Inc DMIFF7.317.310.791.521.2710.690.96
9. Archon Minerals Limited AHNMFNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANINF0.872.28
10. Paramount Gold Nevada Corp PZGNANNANNANNANNANNANNANNANNANINF0.582.91.231.161.82
11. Star Diamond Corporation SHGDFNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANINF
12. Brazil Minerals, Inc BMIXINFINF0.620.130.213.250.460.78
13. Nuinsco Resources Limited NWIFFNANNANNANNANNANINF1.160.260NANINF1.230NANNANNANNANNANNAN
14. Platinum Group Metals Ltd PLGNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
15. Iconic Minerals Ltd BVTEFNANNANNANNANNANNANNANNANNANNANNANNANNAN
16. Bravada Gold Corporation BGAVFNANNANNANNANNANNANNANNANNAN
17. Carbon Streaming Corporation MXVDFNANNANNANNANNANNANNANNANNANNANNANNAN
18. Chesapeake Gold Corp CHPGFNANNANNANNANNANNANNANNAN
19. North Springs Resources Corp NSRSNANNANNANINF0.830
20. Bear Creek Mining Corporation BCEKFNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
21. Olivut Resources Ltd OLVRFNANNANNANNANNANNANNANNANNAN
22. iMine Corporation JRVSNANNANNANNANINF0NAN
23. Comstock Metals Ltd CMMMFNANNANNANNANNANINF0NANNAN
24. Gungnir Resources Inc ASWRFNANNANNANNANNANNANNANNANINF0NANNANNANNANNANNANNANNANNANNAN
25. North Arrow Minerals Inc NHAWFNANNANNANNANNANNANNANNAN
26. Kootenay Silver Inc KOOYFNANNANNANNANNANNANNANNAN
27. Gainey Capital Corp GNYPFNANNANNANNANNANNANNANNAN
28. SilverCrest Metals Inc SILVNANNANNANNANNAN
29. Dolly Varden Silver Corporation DOLLFNANNANNANNANNANNANNANNAN
30. Serengeti Resources Inc SGRNFNANNANNANNANNANNANNANNAN
31. Aurion Resources Ltd AIRRFNANNANINF0NANNANNAN
32. Mexus Gold US MXSG0.170.170.0137.980NANNANNAN
33. Braveheart Resources Inc RIINF-INF-INF2.760NANNANNANNANNANNANNAN
34. Osisko Mining Inc OBNNFNANNANNANNANNANNANNAN
35. First Energy Metals Limited ASKDFNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
36. Metalex Ventures Ltd MXTLFNANNANNANNANNANNANNANNAN
37. Stratabound Minerals Corp AGSMNANNANNANNANNANNANNANNAN
38. Sun Summit Minerals Corp SMREFNANNANNANNANNANNANNANNAN
39. Argentum Silver Corp AGSVFNANNANNANNANNANNANNANNANNAN
40. Gold79 Mines Ltd AUSVFNANNANNANNANNANNANNAN
41. El Capitan Precious Metals, Inc ECPNNANNANNANNANNANINF0
42. Plata Latina Minerals Corporation PLLMFNANNANNANNANNANNANNANNAN
43. American International Ventures, Inc AIVNINFINF0.240INF0.24
44. Rockwell Diamonds Inc RDIAFINFINF3.890.731.061.530.790.911.30.090.260.810NANNAN
45. Universal Copper Ltd ECMXF1.671.671.221.551.021.120.470.750.660NANNANNANNANNANNANNANNAN
46. Colt Resources Inc COLTFNANNANNANNAN
47. Andover Mining Corp AOVTFNANNANNANNAN
48. The Graystone Company, Inc GYST1.221.222.460.920.41
49. Tsodilo Resources Limited TSDRFNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
50. Hinterland Metals Inc HNLMFNANNANNANNANNANNANNAN
51. Golden Phoenix Minerals, Inc GPXM3.693.690.340.8315.920.480.2458.750INF1.711.860.170NANNAN
52. Santa Fe Gold Corporation SFEGINFINF3.610.853.050.330.290.440INF4.3820.131.791.260.140.030.090NANNAN
53. Diamond Fields Resources Inc DFIFF1.321.320.211.140.070NANNANNANNANNANNANNANNAN
54. Aya Gold & Silver Inc MYAGFNANNANNANNANNANNANNANNANNANNANNAN
55. Canterra Minerals Corporation CTMCFNANNANNANNANNANNANNANNAN
56. Stroud Resources Ltd SDURF0.710.710.990.930.530.91.10.80
57. USCorp USCSNANNANNANNANNANINF0NAN
58. Independence Gold Corp IEGCFNANNANNANNANNANNANNANNAN
59. Searchlight Minerals Corp SRCHNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
60. Stornoway Diamond Corporation SWYDFNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANNANINF0.84
61. Tahera Diamond Corporation TAHEFNANNANNANNANNANNANINF
62. Gold and GemStone Mining Inc GGSMNANNANNANNAN
63. Jayden Resources Inc PNMLFNANNANNANNANNANNANNANNANNANNANNANNANNANNAN
64. Rockhaven Resources Ltd RKHNFNANNANNANNANNANNANNANNANNANNANNANNAN
65. True North Gems Inc TNGMFNANNANNANNANNANNANNANNAN
66. United Silver Corp USCZF0.660.661.160.89
67. Portage Resources Inc POTGNANNANNANNANNANNANINF