for me, depends what I am after
bml is low dilution near term risk and cheap silver ounces developer (currently $1.15 EV per silver oz)
mkr is an even cheaper miner on the silver only net asset valuation basis but its a matter of whether gold/silver paper comex price does as it currently suggests and confirms flag breakout in the short term (42c EV per silver ounce - if i assume the Wonowinta mill is worth $100m)
the dilution risk as an mkr s/h only exists if gold/silver fail to breakout in terms of sp downside
- once a bull wave occurs any cr will have zero impact to sp - as we saw with IVR and ARD last year - outside of a day or two headwobble as cr participants look to soak bedwetter retail then push it higher
mkr is likely to re-rate upward at much faster pace if the b/o occurs as i expect
bml has a positioning and mgt issue thats likely to make it a laggard - but as ive said prior - slowerst to move doesnt mean end result is inferior
once leaders breakout smart players start looking for cheap ounces - both mkr and bml offer that in spades - but mkr has immediate revenue leverage and cheaper ounces with more silver. so its going to be among those to move first and fastest - if and when conviction buying comes for the sector
im not a long term 3+ year shareholder in PM stocks - if I was I may use different criteria
i consider all the things long term investors would consider when looking at which bets to take
technically mkr looks a banger here
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Last
3.8¢ |
Change
0.001(2.70%) |
Mkt cap ! $28.96M |
Open | High | Low | Value | Volume |
3.9¢ | 3.9¢ | 3.8¢ | $10.15K | 262.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 200000 | 3.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.9¢ | 126201 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 200000 | 0.037 |
2 | 1524324 | 0.036 |
3 | 406413 | 0.035 |
5 | 327093 | 0.034 |
2 | 507181 | 0.033 |
Price($) | Vol. | No. |
---|---|---|
0.039 | 126201 | 3 |
0.040 | 104542 | 2 |
0.041 | 85795 | 1 |
0.042 | 247429 | 3 |
0.045 | 92902 | 1 |
Last trade - 12.46pm 02/07/2024 (20 minute delay) ? |
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