The Gold Recognition Wave:

If you thought last weeks bullish report on mining stocks was revealing, you may be shocked by this weeks piece, on the remarkable performance in Micro-Cap stocks.

Several junior companies have bounced real hard off their bottoms, so it is not unusual to see some stocks trade 200%, or even higher already this year.

If you take this game seriously, you absolutely have to spend time at ceo.ca to see what's going on real time in the world of Micro-Caps.

Breaking economic, and geopolitical news, real time commodity fluctuations, mergers and takeovers, large and small financings, drilling results, and anything that could effect stock prices - comes at you in rapid fire posts. This cyber-monkey-research-junkie appreciates the wit and great humor as well.

Participants include journalists, news letter writers, money managers, analysts, mining executives, promoters, high net worth individuals, brokers, and a healthy amount of lurkers. It's my belief that a large influx of millennial investors will show up soon, as a counterweight to all of the second, and even third cycle commodity bulls.

Here is just one example of many, how the ceo.ca crowd were in a position to benefit, from the analytical skills shared at the site every day:

On October 28th, Tommy Humphreys released an article on hedge fund manager Warren Irwin, and his take on NextGen Energy: $NXE (Up 220%).

Irwin believed that the Arrow deposit was closer to 200 million pounds of uranium, and possibly much larger. The Bay Street consensus was considerably less (50 to 150 million pounds).

October month end closed $NXE at 0.72. From the ceo.ca release date, 129 million shares traded at an average price of 0.84. The March 3rd news of "201.9 M LBS AT 2.63% U3O8" shocked "almost" everyone.

$NXE closed Friday at $1.28, two cents off of its 52 week high.

Other stocks discussed occasionally - to frequently at ceo.ca:

$BAY $SBB $IDM $WLF $IDM $LIX $PE $NEV $RLG

(See the "Top Thirty" list below, it includes a few non-resource stocks that have performed quite well)

Timely ceo.ca Plug from the Globe:

The Globe and Mail's Larry MacDonald published another "ME AND MY MONEY" article late Friday, on the investment style of Robert Hirschberg.

Robert owns about dozen junior resource companies, including Lithium X $LIX in his portfolio. You can read the article here:

"Mr. Hirschberg looks for four things in a company: 1) executives with successful track records building up junior companies; 2) good assets; 3) access to funding; and 4) lots of upside (“blue sky potential”)."

It turns out that ceo.ca produced a must see video of Robert on March 30th, 2015 titled: "How to parlay $20k into $15 million speculating in junior mining stocks"

YouTube / CEO.CA

You can follow Robert, who is a regular reader of ceo.ca on twitter at: @r_hirschberg

Here are a few things I have learned when investing in this risky sector:

  1. Decent profits may me made if you can identify the smart money involved in junior deals, where management also respects the share structure.
  2. If you invest in a junior with no track record, you are destined to help pay for managements lifestyle until they stumble (if ever) across a winning asset.
  3. There is no such thing as bad information, it's what you do with it that counts. Research until your eyes bleed.

Talking our Books:

This is the 2014/15 exposure to my personal portfolio, where I have occasionally posted comments and updates on Twitter and ceo.ca since last spring. Some of these stocks traded decent volume near the lows, however, the majority did not. The focus should be on the potential percentage gains, and to demonstrate that we have indeed bounced hard off the bottom of this 1200 day drought:

$MCC up 1100% $WML 750% $CRH 531% $DMA 500% $JEM 400% $PE 333% $LIX 240% $IDI 200% $LAG 162% $HPL 150% $WKM 129% $TV 54% $IN 32% $GLH 23%

4604% divided by 14 = 329% Average per stock.

The Top 30 list is broken down into 3 categories: Under .25, Under .50, and Over .50

Under .25:

$MCC Magor Corporation

  • Year High 0.315
  • Year Low 0.015
  • Last .18
  • Up 1100%

$RLG West Red Lake Gold Mines

  • Year High 0.125
  • Year Low 0.01
  • Last 0.10
  • Up 900%

$DMA DiaMedica

  • Year High 0.25
  • 2014 Low 0.035
  • Last 0.21
  • Up 500%

$JEM Jagercor Energy

  • Year High 0.08
  • Year Low 0.01
  • Last 0.05
  • Up 400%

$PGM Pure Gold Mining

  • Year High 0.305
  • Year Low 0.07
  • Last 0.245
  • Up 250%

$MSD Moseda Technologies

  • Year High 0.365
  • Year Low 0.065
  • Last 0.21
  • Up 223%

$IDI Indico Resources

  • Year High 0.16
  • Year Low 0.02
  • Last 0.06
  • Up 200%

$BAY Aston Bay Holdings

  • Year High 0.32
  • Year Low 0.08
  • Last 0.22
  • Up 175%

$LAG Laguna Blends

  • Year High 0.40
  • Year Low 0.08
  • Last 0.21
  • Up 162%

$HPL Horizon Petroleum

  • Year High 0.13
  • Year Low 0.01
  • Last 0.025
  • Up 150%

$WLF Wolfden Resources

  • Year High 0.21
  • 2014 Low 0.045
  • Last 0.11
  • Up 145%

$WKM West Kirkland Mining

  • Year High 0.09
  • Year Low 0.035
  • Last 0.08
  • Up 129%

$NGZ NRG Metals

  • Year High 0.12
  • Year Low 0.02
  • Last 0.045
  • Up 125%

$IDM IDM Mining

  • Year High 0.115
  • Year Low 0.065
  • Last 0.11
  • Up 69%

$NEV Nevada Sunrise Gold

  • Year High 0.38
  • Year Low 0.125
  • Last 0.20
  • Up 60%

$SKE Skeena Resources

  • Year High 0.125
  • Year Low 0.055
  • Last 0.08
  • Up 60%

$IN InMed Pharmaceuticals

  • Year High 0.405
  • Year Low 0.11
  • Last 0.145
  • Up 32%

Under .50:

$WML Wealth Minerals

  • Year High 0.42
  • 2014 Low 0.03
  • Last 0.255
  • Up 750%

$TV Trevali Mining

  • Year High 1.24
  • Year Low 0.245
  • Last 0.375
  • Up 54%

Over .50:

$CRH CRH Medical

  • Year High 5.50
  • 2014 Low 0.65
  • Last 4.10
  • Up 531%

$LTE Lite Access Technologies

  • Year High 1.80
  • Year Low 0.39
  • Last 1.73
  • Up 336%

$PE Pure Energy

  • Year High 1.03
  • Year Low 0.18
  • Last 0.78
  • Up 333%

$LIX Lithium X Energy

  • Year High 1.30
  • Year Low 0.35
  • Last 1.19
  • Up 240%

$NXE NexGen Energy

  • Year High 1.30
  • Year Low 0.40
  • Last 1.28
  • Up 220%

$SBB Sabina Gold & Silver

  • Year High 1.00
  • Year Low 0.30
  • Last 0.96
  • Up 220%

$PTM Platinum Group Metals

  • Year High 7.40
  • Year Low 1.35
  • Last 3.54
  • Up 162%

$KOR Corvus Gold

  • Year High 0.84
  • Year Low 0.33
  • Last 0.67
  • Up 103%

$BAR Balmoral Resources

  • Year High 1.22
  • Year Low 0.33
  • Last 0.65
  • Up 97%

$BTH Breathtec BioMedical

  • Year High 0.55
  • Year Low 0.37
  • Last 0.50
  • Up 35%

$GLH Golden Leaf Holdings

  • Year High 1.40
  • Year Low 0.44
  • Last 0.54
  • Up 23%

Recent Reports:

Betting on the Jockeys: The Yorkton Lithium Express (October 19th)

The Takeover Kings: $25 Billion to Shareholders and $22 Billion in Current Market Value (January 12th)

Why I Continue to Bet the Jockey in Canadian Micro-Caps (February 21st)

Finally, an Acorn for Us Mining Bulls (February 29th)