Recommendation Lists |
All Recommendations |
Open BF and SVH Picks | This report provides an explanation of bottom-fish and spec value hunter recommendations, an alphabetical table of all open picks with the current recommendations and prices, and the individual recommendation strategies. In the case of bottom-fish the company row in the table is color coded to indicate whether it is within or outside the bottom-fish accumulation range. This report also has all the individual recommendation strategies for each company to facilitate quick scanning. We suggest clicking on the fish icon to get the rec strategy by itself. |
Spec Value Hunter Picks |
Open SVH Picks |
SVH 2014 Edition published January 3, 2014. Spec Value Hunter recommendations have specific timelines and target prices, and are the subject of formal coverage. |
Bottom-Fish 2014 Edition |
Open BF Picks |
Published on January 3, 2014. Bottom-Fish recommendations are made once and closed out either when the entire Edition is closed out, or if the company plans a rollback or has suffered a decline in its fundamentals that make it unworthy as a bottom-fish. |
Open Recommendations by Focus Type |
We have tagged our recommendations according to the categories below to make it easy to find a particular type. For more sophisticated searching we suggest using the KRO Search Engine and select open recommendations in the special parameters box. |
Shells | Cash Rich | Company has a large amount of unallocated cash relative to market capitalization. |
People Rich | Companies with a strong management team but lacking a major story focus. |
Structure Rich | Companies which lack a major project focus but in which an insider network has a large equity stake. |
| Pure Exploration | Companies generating or acquiring early stage projects where the goal is to make a major discovery through exploration generally funded by the junior itself; flagship projects do not yet have a resource estimates. |
| Prospect Generators | Companies which focus on acquiring or generating prospects with the intention of farming them out to others. |
Gold |
Advanced | Companies whose flagship project has gold as the primary target metal and a resource estimate, with the corporate goal being the development of a gold deposit. |
Exploration | Companies focused on gold exploration whose projects do not yet have a significant resource estimate. |
| Silver | Companies which are dedicated to silver exploration or have a major project where silver is the primary target metal. |
| Platinum Group Metals | Companies with an advanced project which includes platinum group metals as a significant aspect of potential economic feasibility. |
| Diamonds | Companies focused on diamond projects. |
Base Metals | Copper | Companies whose flagship project has copper has the primary target metal. |
Nickel | Companies whose flagship project has nickel as the primary target metal. |
Zinc | Companies whose flagship project has zinc as the primary target metal. |
Other | Companies with an advanced flagship project whose target metal is not copper, zinc or nickel: ie iron, titanium, manganese, tin, lead, bauxite. |
| Minor Metals | Companies which have minor metals as their primary focus or a key part of the focus: molybdenum, tungsten, lithium, vanadium, indium, tantalum, niobium, cobalt, beryllium, bismuth, antimony, chromium, but not rare earths. |
| Rare Earths | Companies which have rare earths as their primary target metal. |
| Uranium | Companies with a uranium focus. |
| Energy | Companies with an energy focus not including uranium: oil & gas, shale gas, coal, alternative energy. |
| Industrial Minerals | Companies with a flagship project involving industrial minerals which includes fertilizer minerals such as potash. |
| Miscellaneous | Companies with an unusual focus not covered by our classification scheme, also includes special situations and companies which acquired non-resource stories not covered by KBFO. |