j*****h
发帖数: 3292 | 1 可以指导一下入手点？
宏观的不用说了
比如REE， MCP， PLG。。。新矿产股，不需要具体到哪一类矿产
一般都达不到三到五年财务报表的基本要求
能想到的是，矿产的市场价格和市场预期价格
公司的estimated reserve, 开发和到市场的滞后期, 开采成本
目前不开发状态下的现金量和烧钱速度， 管理层的可信度
还有其他吗？？ | k***n
发帖数: 3158 | 2 for people who do not want to spend a lot time studying individual stocks
I recommend PNPFF, which is an OTC stock for PNP.TO
it's volumn is low, but not bad for an OTC stock.
It is an investment company mainly investing in natural resources, mostly
junor companies. It will make a lot money in the commondity bull market
ahead of us.
btw, it already doubled for me so my opinion might be biased. do your own
research please.
【在 j*****h 的大作中提到】
: 可以指导一下入手点？
: 宏观的不用说了
: 比如REE， MCP， PLG。。。新矿产股，不需要具体到哪一类矿产
: 一般都达不到三到五年财务报表的基本要求
: 能想到的是，矿产的市场价格和市场预期价格
: 公司的estimated reserve, 开发和到市场的滞后期, 开采成本
: 目前不开发状态下的现金量和烧钱速度， 管理层的可信度
: 还有其他吗？？
| j*****h
发帖数: 3292 | 3 谢谢
我要渔非鱼
【在 k***n 的大作中提到】
: for people who do not want to spend a lot time studying individual stocks
: I recommend PNPFF, which is an OTC stock for PNP.TO
: it's volumn is low, but not bad for an OTC stock.
: It is an investment company mainly investing in natural resources, mostly
: junor companies. It will make a lot money in the commondity bull market
: ahead of us.
: btw, it already doubled for me so my opinion might be biased. do your own
: research please.
| k***n
发帖数: 3158 | 4 those stocks you mentioned are mainly explorers, they are not miners
for miners, if you study ABX GG SLW SWC...you will find enough info
for explorers, they have not produced anything yet. you will have to
go through their projects to see how much values or potentials there.
Mostly there would be a lot speculations because there are too many
uncertainties, such as drilling results, permits, financing, future
prices of the goods...
【在 j*****h 的大作中提到】
: 谢谢
: 我要渔非鱼
| l****8
发帖数: 14 | 5 这些公司还在探矿的阶段吧，看他们的报表，都是在烧钱 |
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