Here’s what I would looking at shorting among mining stocks. Currently, the two stocks I am most interested in shorting are UUUU ($105M market cap) and NG ($1.08B market cap).
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novagold NG
NovaGold (NG): A quick comment
Here’s my extremely superficial analysis of NovaGold. NovaGold’s main asset is its Donlin Gold joint venture with Barrick. Barrick has pretty much come out and said that it doesn’t think that the deposit is worth pursuing. Therefore, this stock is doomed. I don’t care if Seth Klarman owns it.
