Top 5,
AUQ
EXR
STB
WAL
ELT
AUQ
Experienced management, well held, cashed up with funds on board that chased the CGG run.
Reminds me of STB at 30c with three quality projects in the one company, copper,zinc and moly exposure.
EXR
Expect non US based shale to be one of the next sectors to watch for 2011. Shale gas prospects in France and
conventional oil targets in the north sea. Two joint ventures possible in first half of 2011.
STB
Starting to confirm shallowest and the possibility of being one the lowest cost medium to large scale potash deposits in the industry.
High grade nickel PGE discovery almost forgotten. Possible $B company next 12-24 months if exploration and politics play out.
WAL
Holder of coking coal leases in bowen basin and a large shareholder of CLR.
Pirate special for 2011 from 20c level, possible multi $ stock in 2011 if exploration proves successful for WAL and CLR.
ELT
Spec gold silver copper exploration in Argentina with some prospects trucking distance to TRY plant.
Looking for the next AND with this one.
Trading thoughts
Watching non-US based shale plays this year as well as mongolian, indonesian and south american exploration focused companies that have or are looking for new projects
Commodities
Copper,Silver, Moly, zinc, coking coal, uranium and sulphur.
Others potential stocks to watch in 2011.
BSM
Used existing cash very well to come out of the GFC running.
Exposure to lead zinc and silver gold in 2011.
First production in early 2011.
Too much metal under the one market cap
High gold and silver prices make relatively expensive process options for gold silver tailings project more attractive.
PCL
A long wait for PCL could be coming to end with ORG to reach a drill decision this year.
Conducting 3D seismic on Mbawa prospect (25% PCL) offshore Kenya with ORG. P10 3600 MBoe perhaps the largest target drilled in 2011.
Also seeking farm in partner for Baniyas drilling (WA)
Kenya leases sets up a possible Hardman play in the next 12-24 months, requires ORG to confirm drilling after seismic interpretation would be first material step.
Needs to better control share issues to hold leverage.
TRY
Expect another strong year from TRY with production from Andorinhas mine in Brazil and commisioning of Casposo mine in Argentina.
With current silver prices Casposo is likely to be well under US$100/oz or negative gold eq cash costs. One of the few high quality dividend paying gold stocks on the asx. LT value from extending mine life at Casposo. KRM is another option.
KRM
First production from Way Linggo (indonesia) building upto 45koz Au and 0.75Moz Ag at $150/oz AuEq cash costs from mid 2011.
One of the lowest cost operations together with TRY's casposo, possible negative cash costs with high silver prices.
Blue sky potential is using cash flow for exploration at depth.
Not sold on the recent lead zinc tailings acquisition but could add value with higher prices in 2011.
GME
Nickel oxide junior looking at heap leach options for large resources in WA.
Reminds me alot of HRR early 2000s if nickel can remain above US$10/lb.
TGS
Heavy location discount starting to reduce with production moving closer.
Could do runner similar to the old AVM with copper plus $4/lb.
SER
jv signed to develop graphite mine in south australia to supply growing battery market.
Few other better leveraged plays available.
CHZ
+20 kms of potential gold veins identified on main project in Turkey.
Cashed up with known gold funds on board.
Looking at further projects and joint ventures.
HLX
Market cap well back up by iron ore resources with AQA, likely to take a wad of cash from AQA at some stage in 2011 and apply this to copper projects in chile.
EER
Large thermal coal resources in emerging coal basin.
Cheapest on Ev/t.
ENR
A little bit forgotten towards the end on 2010.
Hunting for the next Nifty, alot of expectation built into sp but worth a look when deep drilling kicks off again.
WGO
Similar region and objectives as the EQX and LEG.
Tight share structure but low cash, will require extra cash but strong leverage to exploration success.
PGM
Underperformer again in 2010 despite palladium being one of the top gainers.
Large low grade gold palladium gold deposit will remain one of the better proxy stocks but requires catalyst from
large funds and/or management scoping studies.
NME MOY
Two underperforming gold stocks with infrastructure, worth a look for possible turn around stories.
DEG
Checkered history and prefer ELT but too many Andean profits to ignore so holding DEG as well.
BKP
Expect Non-US based shale plays to be one of the sectors to watch in 2011.
BKP trading with little value compared to potential targets and joint venture company multiples.
TXN
Possible next Eagle Ford success story, just fracted first well with initial flows of 1200 boed. +30MBOE targets for 2011.
CAS
Iron and gold in Brazil, requires environmental approvals to start iron ore mine which would provide a strong re-rating.
IRM
Bauxite and heavy minerals exploration for 2011.
Not well known but worth a look.
AZS
Could be turnaround year for AZS, good location and mix of 100% projects, jv's and alot of drilling in 2011.
Possible Mn producer in 2012?
Needs capital to fund asset purchase.
SHE
Forgotten uranium stock based in south korea.
Best of the Mongols
CEO
Shell company looking for coal projects in mongolia, similar initial agreement to AKM
AKM
What a year was 2010.
Now second largest coking coal resource on the asx, drilling restart next year to further increase size plus other projects in similar location.
Takeover target.
LRL
Experienced management in China, cash up and looking for projects in china and mongolia.
GMM
56M shares
A$3M Cash
Another CEO type looking around in Mongolia for something to do, well held, tiny share structure and $3M cash.
Potential Takeover targets
SDL
Emerging Tier 1 iron ore asset
AKM
Emerging Tier 1/2 coking coal asset
PRU
Expect further consolidation in gold sector from majors buying ounces
AMX
Expect further consolidation in gold sector from majors buying ounces
CLR
Possible early bid if exploration target of +400Mt of coking coal looks good.
IOH
Last man standing in WA iron ore?
GGG
Large REE and Uranium deposit in Greenland
GRR
Only local pellet producer and expanding production.
Shell companies to watch
FRG
Play on management with MD holding +20M performance shares
LAT
Sold Pervian gold assets after long period of inaction. Trading around cash backing, ripe for management change.
NAE
Ex BHP geo looking for something to do, most likely in africa.
Found a few stocks on this thread posted by others ill look at more closely for invenste
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