Monday, June 19, 2017

5 Companies to Watch in This Critical Metal Boom - (TSX: $TV. TO), (TSXV: $Z.V, $ZZZOF), (TSX: $CZN.TO, $CZICF), (TSX: $LUN.TO, $LUNMF), (NYR.EN, $NYRSY)

5 Companies to Watch in This Critical Metal Boom - (TSX: $TV. TO), (TSXV: $Z.V, $ZZZOF), (TSX: $CZN.TO, $CZICF), (TSX: $LUN.TO,  $LUNMF), (NYR.EN, $NYRSY)

By Brandon Dempster

The clear supply deficit in zinc has really opened up an opportunity for investors with the need for global diversification. There are very few pure play zinc companies in the world, however a few stocks have begun to take a direct correlation to zinc futures over the past couple of years, serving a vital need.

One of the key drivers behind zinc’s price success over the past couple of quarters has been rapidly declining inventories. These inventories, currently under 350k mt, have been declining for the last five years. This has been due to demand exceeding supply by a few percentage points every year since 2012, but now, that gap has widened to approximately 7.7%.

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#2 Zinc One (Z.V, ZZZOF)
Listed on the Toronto Venture Exchange and the pink sheets in the United States, this high volume penny stock has really come up on my investing radar as of late. In reference to that high volume, it’s quite rare for an OTC stock to trade with great liquidity, but Zinc One is the exception with nearly a 500k average daily volume. The stock is quite simple to understand in that it is one of the few stocks in the global markets that directly tracks the price of zinc, which allows investors an affordable exposure to zinc prices, rather than trade in the futures market.

Mid 2017, Zinc One completed the Forrester acquisition and this gave the company a unique catalyst: a  past producing high-grade zinc mine and highly prospective adjacent concession with drill proven blue sky. While the potential for reactivation of the past producing Bongara Zinc Mine Project is still a few years away, the company has a lot of expected news flow that makes it worth investing in now. On top of this, further drilling on the adjacent Charlotte Bongara could yield further exceptionally high grade on surface drill results to further excite the market. Located in Peru, the Bongara Zinc Mine Project and Charlotte Bongara are the two zinc-oxide projects, that were acquired in the deal with Forrester and their grades are some of the highest in the world. Right now, the company is planning a drill program to update and likely increase the historic resource estimate in place. An event like this is sure to excite the market in the near term.

Zinc One, too, is oversold right now, according to momentum indicators, creating an ideal entry point for investors seeking high-quality zinc exposure in their portfolio.

Source: Zinc One

Perhaps one of the most interesting details about this mine is that the deposits sit at surface and easily accessible for open pit mining as shown by past production. The company’s Bongara Mine Project is roughly 8,000 hectares  and another 3,115 hectares on the Charlotte Bongara, which means the company holds a massive footprint.The Bongara Mine Project is subject of a historic resource estimate that the company strongly feels it can increase with a more thorough drilling program than what was done by the previous operator. The company can also continue to scale as there is exploration potential over 4 kilometers between these two projects.

lOne of the notable goals of this Company is a thirty six month timeline to put the Bongara Mine Project back into production. The first steps in doing this are the completion of the previously mentioned updated technical report followed by a preliminary economic assessment planned for the end of Q1 2018.. Initially, the company is waiting on  permits for up to 300 drill platforms to begin this work. . A company with such aggressive goals, backed by an expert management team, is a high quality, calculated risk, in my opinion.

The 20% plus grades seen at the Bongara Mine Project are some of the highest in the world soon making the company one of the highest grade producers in the world. As Zinc One moves this project forward and closer to production, shareholders should expect a significant return of value. Below is Zinc One’s past producing Bongara Mine Project with at surface high grade zinc mineralisation.

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