My Best Investment Idea Right Now

I do post ideas here once in a while and this is another one.... Strategic Metals (SMD.v).


It's my single best idea for longer-term investment in the precious (and base) metals secular bull market and perhaps my best overall idea. The weekly and daily charts are below. Before I discuss my reasoning and DD I will disclose that I am long this one in all my personal and managed accounts and have been for a while with nice gains. I bought a little more today in two of my larger accounts and I'm looking to buy more on weakness depending on systemic risk going forward. This is one of my best long-term risk reward ideas I've had in a long time.....as long as the precious metals markets/prices hold up around these levels or so.


Here's some of my reasoning/DD and suggest those that are interested do their own. I have posted links below to their website, presentation and quicksheet for those interested in checking them out:

1. Relatively undiscovered. It was completely undiscovered until ATAC (ATC.v) made their Carlin-like discovery in the Yukon. SMD owns a large chunk of ATC shares as they farmed out the Yukon project to ATC.

2. They have literally well over 100 prospects/properties. Their assets provide a tremendous upside in a NAV play. Their assets also provide a sort of floor under the stock price. They have a quality silver spinout happenning this spring and many other irons in the fire. I think they are massively undervalued given what's going on in the Yukon.

3. The Yukon is their backyard. It's probably the single hottest disrict in the world and the news flow this year will be huge. They were basically first movers their and have been there forever. It's basically a modern gold-rush.

4. Look at their assets....nothing else to say here. I think their property (Midas-Touch) adjacent to ATAC's Carlin style discovery could be big. You also get the silver spinout in the spring which looks good....tons more.

5. The catalysts are the spinout, Midas Touch, ATC and major expenditures for drilling in the Yukon this year (drilling season coming). There will be a great newsflow all year.



Strategic Metals Website

SMD.v March Presentation

SMD.v March Factsheet







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did you buy below $1? it looks like it could easily get back down there - very volatile.

Thanks for sharing. Will look into it.

Penny stock, below 50 the, came down on 15 times the volume it rises on. Who are you kidding?? Islander

Penny stock, below 50 the, came down on 15 times the volume it rises on. Who are you kidding??

Islander

You didn't check out the information in the links and are not familiar with how materials/resource stocks trade on the Canadian exchanges. For example, their cash and liquid securities are likely worth the entire value of the company right now...before the silver spinoff which shareholders will get....silver stocks are VERY hot now, too.

I've owned since mid/high 1s. I bought on the ATC.v news. Do some research on the Yukon area and mining sector. FWIW, the investment is based on fundamentals and the technicals support it (weekly chart). This thing is very volatile as are a majority of JR E&Ps traded in Canada.

Penny stock, below 50 the, came down on 15 times the volume it rises on. Who are you kidding??

Islander

There are a limited number of posters here who share items of value (most of them I've added to my friends list) and you aren't one of them, I'm afraid.

Penny stock, below 50 the, came down on 15 times the volume it rises on. Who are you kidding??

Islander

He has an unemotional investment pattern that appears real and effective. I very much appreciate these few reminders
that the game can be played the way cirrus does.

This company operates in the red... Does management say when they will be profitable???