I would consider Altius Minerals to have the best management team in the resource sector. Currently, this company is trading below what its assets are worth and is buying back shares.
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alderon ADV.TO
Iron ore miners (mainly in the Labrador trough)
So right now I am going through the miners in the Labrador trough area:
- Alderon (Altius Minerals owns a large stake in Alderon)
- MFC Industrial (MIL) owns a royalty on Cliffs’ Wabush mine
- Cliffs (CLF)
- Champion Minerals (CHM.TO)
- Labrador Iron Ore Royalty Corporation (LIF.UN)
- New Millennium Iron Corp (NML)
- Adriana Resources
- Zone Resources
- Oceanic Iron Ore Corp.
(I am obsessed with Altius Minerals ok? See somebody else’s writeup on VIC.) Continue reading
The Shill Report
I guess I learn something new every day. Even the senior miners will pay money to shill companies to promote their stock. A site called The Gold Report has a list of the companies that they cover on their front page (scroll down if you don’t see it). There are some big names on there like Goldcorp and Nova Gold.
Disclosure: I own a lot of companies that ‘sponsor’ The Gold Report. Northfield Capital owns Goldcorp, Premier Gold, Queenston, etc. Altius owns Alderon and Millrock. I own Pinetree as well (they own a few hundred stocks; chances are, many of them sponsor The Gold Report). Sigh…
