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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for me, depends what I am afterbml is low dilution near term...
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Last
2.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $19.49M |
Open | High | Low | Value | Volume |
2.5¢ | 2.6¢ | 2.5¢ | $14.68K | 575.0K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 508239 | 2.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.7¢ | 65000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
7 | 328239 | 0.025 |
4 | 277000 | 0.024 |
1 | 43521 | 0.023 |
1 | 200000 | 0.022 |
5 | 145001 | 0.020 |
Price($) | Vol. | No. |
---|---|---|
0.027 | 65000 | 1 |
0.030 | 88215 | 1 |
0.031 | 4200 | 1 |
0.032 | 135366 | 2 |
0.033 | 910 | 1 |
Last trade - 16.10pm 21/08/2024 (20 minute delay) ? |
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