mining stocks for portfolio

[voltage]

My Australian part of my portfolio contains BHP and Rio. I would like to add a few more mining stocks as long term holds with growth potential. Would Woodside Petroleum, Oil Search, Alumina be recommended, other suggestions would be appreciated or do I just add to BHP since it is well diversified?

[Stumpynuts]

My Australian part of my portfolio contains BHP and Rio. I would like to add a few more mining stocks as long term holds with growth potential. Would Woodside Petroleum, Oil Search, Alumina be recommended, other suggestions would be appreciated or do I just add to BHP since it is well diversified?

I'm biased, but dual-listed ASX/NZX gold mining stock NTL for longer term growth potential.

Expected to be next to no environmental impact once production starts and productivity ramps up - Waste rock and tailings will be filled back into the mine.
Although low overall total ounces at present, they have insanely huge grams per tonnage and will be exploring new areas of the existing mine with upside to increase total ounces.
Cheap entry as well ATM.

[troyvdh]

Dear Volt...Have a wee look at NMT WFE AUL AGY LPD...yes I own all...yes they are penny stocks..you can have a wee nibble for not much outlay...cheers

[shasta]

Voltage

If you want a piece of the EV/battery metal disruption action, nickel, copper, lithium, cobalt, vanadium and graphite are where you want to be.

Nickel - WSA, IGO
Copper - OZL, SFR, MLX
Lithium - KDR, TAW, NMT, MIN + an interesting alternative EV play, MNS

Few to read about in there, i own/follow these companies

[JBmurc]

My Australian part of my portfolio contains BHP and Rio. I would like to add a few more mining stocks as long term holds with growth potential. Would Woodside Petroleum, Oil Search, Alumina be recommended, other suggestions would be appreciated or do I just add to BHP since it is well diversified?

My focus is on the Micro-jnr cap mining shares so maybe not what your risk profile is looking for when your talking BHP RIO in the sector

But if you keen on muti bagger with more risk added I'd highly recommend the micro-jnr cap ASX gold explorers / developers

like EAR , IRC(vanadium interests), WWI personal I see these three making me ?00,000's AUD over the next 12 months

[DarkHorse]

Hi JBM, thanks for sharing, you clearly have a great flare for picking junior miners (based on track record in the ASX comps)
They're way outside my sphere of competence, however years ago I had a bit of success when a newsletter I subscribed to picked one from time to time, and I'd jump in when there was decent insider buying.
Small sample so not sure if that was a fluke. Is insider buying an important indicator for you, especially for hard to value speculative miners?

[JBmurc]

Hi JBM, thanks for sharing, you clearly have a great flare for picking junior miners (based on track record in the ASX comps)
They're way outside my sphere of competence, however years ago I had a bit of success when a newsletter I subscribed to picked one from time to time, and I'd jump in when there was decent insider buying.
Small sample so not sure if that was a fluke. Is insider buying an important indicator for you, especially for hard to value speculative miners?

Yes insider buying certainly better than selling which we are getting some in IRC from the biggest two holders which have been holding for a very long time ..personal don't see it being a big issue going forward if the guys want to take some money off the table.

Generally I find the smaller end of town move so much more on Micro factors like Mgmt competence(results to date) and cash and cashflow,debt etc
more day to day running, where the Big caps get affected much more by Marco factors like geo-political outcomes , commondity prices, International market moves, Currency movements etc

So much more risk and work dealing with the small caps but much better returns as to why a guy like me that has targets of 100%+ return pa must focus the bulk of my trading funds into the space where one can get big returns over a shorter timeframe..

[JBmurc]

https://www.youtube.com/watch?v=O7cCbuzCAfg&feature=youtu.be

MD for WWI on the company > worth some 15mill AUD ..upside is HUGE but risk adverse investment

[DarkHorse]

Generally I find the smaller end of town move so much more on Micro factors like Mgmt competence(results to date) and cash and cashflow,debt etc
more day to day running, where the Big caps get affected much more by Marco factors like geo-political outcomes , commondity prices, International market moves, Currency movements etc
.

Thank you JBM, it's great to get insights into what's behind your picks. I would concur completely regarding small caps in general - no doubt management, balance sheet and cashflow are absolutely fundamental; moreover founder managers with large stakes tend to focus on return on capital and outperform those who just grow revenues - and salaries - for their own sake.

[voltage]

thanks for all the comments, probably I want to stick with the big stocks, less risk for long term portfolio.

[NZSilver]

DRM - plenty of upside if you like goldies

[JBmurc]

Yes then I don't really follow the large caps ...use to when I traded CFD then I had the leverage to make some good trades of the larger end of town ...but like most leverage has high costs and risks..

Invested a good chunk of charge for a friend so had to look over the Big caps from memory APA Aus Gas Pipelines- was one I really liked at the time and I see it has down very well over the years..

[JBmurc]

http://www.proactiveinvestors.com.au/companies/stocktube/9338/west-wits-mining-on-its-way-to-becoming-a-full-scale-production-company-9338.html

worth a tiny 14mill .... WWI could well 10-20x fold from here esp if Gold has a stellar 2H18 -2019

[Joshuatree]

Voltage

If you want a piece of the EV/battery metal disruption action, nickel, copper, lithium, cobalt, vanadium and graphite are where you want to be.

Nickel - WSA, IGO
Copper - OZL, SFR, MLX
Lithium - KDR, TAW, NMT, MIN + an interesting alternative EV play, MNS

Few to read about in there, i own/follow these companies

Flight to big cap safety stocks happening atm guys?Quite a down turn in small, micro cap explorer developers , actually right across the sectors im seeing, most of my varied toddler stocks in many industries under the pump.

[shasta]

Small caps still have value if you align with those with the big caps paying the bills, for me its companies generating cash flow/with cash or project funding in place.

APC is a short term play on the North Yamarna Gold project just above GOR's large project currently in development, can see them finish off the current drilling program and selling it to GOR/Goldfields to assist ongoing work on the sulphate of potash project in WA.

HCH is a copper play, large resource in the USA after my old copper play TLM sold out to major JV partner SFR.

I favour Nickel as my preferred commodity, check out some of the small caps aligned with IGO, especially those with projects in the Fraser range.

[Joshuatree]

SFX one of two sands stocks i hold has had the annoucement we've been waiting for ,today.
Favourable Native Title Determination (https://hotcopper.com.au/threads/4390688/)

[Joshuatree]

Loan approval for SFX. Im out , been a good ride.Should be a good stock for longtermers .
Download Document 137.48KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYC6ge1z RmZs%2FFhke92GA%3D%3D)