These Are The 3 Companies Brent Cook & Joe Mazumdar Like In 2018 | Kitco
Brent Cook and Joe Mazumdar of Exploration Insights were recently interviewed by Neils Christensen of Kitco regarding their top 3 mining companies for 2018. Below is thier response:
What do you see as 3 top mining companies for 2018? Why?
Our choices for top companies in 2018 are all involved in exploration or prospect generating and provide exposure to gold, silver, copper, zinc, and lithium.
Advantage Lithium (AAL.V)– An explorer in the ‘Lithium Triangle’ of northwest Argentina in a joint venture with Orocobre (ORL.T, ORE.ASX)—the only lithium producer in the Salar de Olaroz-Cauchari. AAL’s property package straddles a lithium development play operated by a joint venture between a major producer, Sociedad Quimica y Minera SA (SQM.NYSE), and Lithium Americas (LAC.T).
Tinka Resources (TK.V)– The zinc explorer achieved its goal of expanding the Ayawilca resource through the discovery of South Ayawilca in 2017, and both the market (+265% year to date at Nov 11, 2017 peak) and the industry (Winner of the 2017 Mining Journal Explorer of the Year Award) have recognized its efforts. The company delineated a high grade zinc resource containing 5.6 billion pounds grading 7.3% zinc equivalent at its wholly-owned Ayawilca project in a prolific belt of central Peru in November 2017, and continues to drill to infill and expand the resource outline and quantify the potential of its land package. We have owned Tinka since PDAC 2017 and continue to recommend the stock due to the paucity of high quality zinc projects in mining friendly jurisdictions.
Evrim Resources (EVM.V)– This Americas focused prospect generator has recently signed significant project earn-ins for different projects, including a copper porphyry in eastern British Columbia (Axe project) with a major copper producer, Antofagasta Minerals (ANTO.LSE). EVM is taking full advantage of the lack of grassroots exploration projects generated by major precious and base metal producers and has planned a grand total of 24,000 to 34,000 meters of drilling for 2018; therefore, plenty of newsflow to come. It also has five active joint ventures and a regional exploration alliance in its assets.
To read about the full interview click HERE