MisterBlues schreef op 3 maart 2023 10:32:
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Dank voor je uitgebreide reactie. Ben het eens met je analyse. Hierbij mijn 'miners portefeuille':
Ik heb juist de ervaring dat mijn junior lithium en - inderdaad - mijn mangaan mijn(en) (Giyani) het slecht hebben gedaan. Welke zou je nu verkopen en welke zou je bijkopen?
Slecht gepresteerd:
Lake Resources NL is a is a lithium exploration company. The principal activities of the company are the exploration and development of lithium brine projects and lithium hard rock projects; and exploration for minerals. The company projects include Olaroz/Cauchari, Paso, Kachi, and Catamarca Pegmatites. Marktkapitalisatie: 862 miljoen.
Sayona Mining Ltd is a mineral exploration and development company. The principal activity of the company is the identification, acquisition and evaluation of mineral exploration assets, focusing on lithium and graphite. The company's primary focus is the development of the advanced stage Authier lithium project in Quebec, Canada. It also holds interests in East Kimberley Graphite Project and West Australian Lithium Project. Marktkapitalisatie: 2,09 mld
Giyani Metals Corp is a Canadian battery metals company. Through its subsidiary in Botswana, the company is engaged in the advancement of its manganese prospects within the Kanye Basin in south eastern Botswana, Africa. Its Kanye Basin Prospects include the K.Hill Project, as well as Otse and Lobatse. It is engaged in the business segments of the exploration, evaluation and development of manganese and precious metal mining projects located in Botswana and South Africa. Marktkapitalisatie: 45,9 miljoen
Goed gepresteerd / blijven liggen:
Ivanhoe Mines Ltd is a mineral exploration and development company. The company together with its subsidiaries explores, develops and recovers minerals and precious gems from its property interests located in Africa. The group explores platinum, nickel, copper, gold, silver, cobalt, iron, vanadium and chrome. It primarily operates four projects Kamoa Kakula, Western Foreland, Platreef, and Kipushi. Marktkapitalisatie: 14,6 miljard
Alphamin Resources Corp is engaged in the business of production and sale of tin concentrate from the Bisie Tin mine in the Democratic Republic of the Congo (DRC). The company considers its business to consist of one reportable operating segment, being the Extraction and Sale of Tin from its Bisie Tin Mine. Marktkapitalisatie: 1,15 mld
Talga Group Ltd is a technology minerals company. Its operating and geographical segments consist of graphite exploration and development in Sweden, graphite or graphene research and development in Germany and the United Kingdom as well as Australia. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. It derives a majority of revenue from the United Kingdom. Marktkapitalisatie: 518 mln