Friday, April 15, 2011

Guru Trader Video - Today's Small-Cap Breakout Stocks

TSXV:
INT Intertainment Media $1.35 +.22 15m NH,
PDG Prodigy Gold $0.71 +.06 1m YH,
BML Barker Minerals $0.13 +.035 4m,
CXB Calibre Mining $0.195 +.04 3m,
AUN Aurcana Corp $0.82 +.05 3m,
LVN Levon Resources $2.22 +.18 1m YH,

TSX:
SAC South American Silver $2.40 +.31 4m NH

Wednesday, April 13, 2011

Investors Guru Small Cap Stock Observer

(TSX: OSU) Orsu Metals – Orsu Metals Poised For Production


Metal analysts are forecasting a global 2011 copper deficit of 500,000-600,000 tonnes. “We are having a supply issue with this metal,” confirms Bart Melek, an analyst at TD Securities in Toronto.


Most of that demand will come from China, which is in the early stages of a massive urbanization movement expected to last two decades.

There are various ways to invest in copper, including exchange traded funds (ETFs) like COPX which have yielded solid gains in the last 12 months.


But ETFs are like diesel tractors. They can get up the mountain, but not in a hurry, and they never go vertical.

History has proven that investors typically realize amplified gains as an explorer ramps up to production. This is the mature exploration phase when the major drill programs have been completed, an economic resource is established, and the feasibility studies and permitting are in progress.

Investor interest over this period is catalysed by bullish news-flow announcing the leasing of heavy equipment, off-take agreements, geo-surveys and preliminary construction targets.


As crude oil hits $110 a barrel (up 30% in the last year) the proximity of the mine to the primary export market has become increasingly critical to the bottom line.

Shipping costs from Chile to China are about $70 a tonne. Some transportation analysts forecast those costs to rise 50% in the next two years. For some South American copper projects, that may be a deal killer.

Finding a pure copper play ramping up to production with a mine and smelter close to China - could be the holy grail of junior exploration investing.

Orsu Metals (TSX: OSU) Karchiga Project in Kazakhstan is one company that meets both criteria.

The Karchiga Cu deposit - located within the rich Rudny Altai Volcanic Massive Sulphide (VMS) belt - is only 40 km west of the Chinese border.


With over $1.5 billion of copper already in the Indicated & Inferred Category - and more drill results to come - Orsu is executing an aggressive time-line to production:
  • Q2 2011 – updated NI 43-101 mineral resource
  • Q2 2011 – start of detailed mine design
  • Q4 2011 – review of financing options;
  • Q4 2011 – completion of the Karchiga Feasibility Study;
  • Early 2012 – start of construction.


Sergey Kurzin, the CEO of Orsu Metals is a Russian-born international mine builder and deal maker. A member of Casey’s exclusive “Explorer’s League”, Kurzin has been operating successfully in Kazakhstan for 20 years.

Kurzin played a key role in establishing UrAsia Energy, a uranium producer with mining operations in Kazakhstan that sold to Uranium One in 2007 for $3.1 billion.

So Kurzin has run this race, on this track before – and won.

Orsu has a current market cap of $38 million and it is trading at $0.24.

There seems little doubt that the Orsu stock price has been “political discounted” because of its location in “The Stans”.

But according to the IFC and World Bank study, Doing Business 2010, Kazakhstan has the most improved business regulation in the entire world. Last year, it moved up 15 places and now sits comfortably in the top third.

“Kazakhstan has advanced legislation,” explained Kurzin in a recent interview, “If you have a contract with the government, and if they change legislation, your document prevails”.

The U.S government is also taking note of this change. Recently Kanat Saudabayev – Kazakhstan’s senior international diplomat met with US Secretary of State Hillary Clinton to formally strengthen their political and economic ties.


This upward trend was underlined by the April 3, 2011 successful democratic election of business pragmatist President Nursultan Nazarbayev.

For a junior explorer, the ramp up to mine construction is typically one of accelerated shareholder gains.

Buoyed by a global copper deficit, surging spot prices, proximity to China and improving business climate, Orsu should warrant a closer look. More at OrsuMetals.com .

Investors Guru Small Cap Stock Observer publishes interesting contributor articles in addition to its own content. We have not verified any of the above details.

Please note that nothing in this report should be taken as a recommendation in any way, and that everything from InvestorsGuru.com is subject to the terms of our Privacy Policy and Disclaimer.

Friday, April 8, 2011

Guru Trader Video - Today's Small-Cap Breakout Stocks

TSXV:
ROG Roxgold Inc $0.85 +.49 12m YH,
PDG Prodigy Gold $0.66 +.02 4m YH,
RA Rare Earth Metals $0.40 +.045 3m,
GOD Goldrush Resources $0.21 +.055 2m,
USA U.S. Silver Corp $0.77 +.77 4m,
CUU Copper Fox Metals $2.70 +.18 3m NH,

TSX:
BTO B2Gold Corp $3.50 +.14 15m NH


Thursday, April 7, 2011

Investors Guru Featured Stock News - Amex/TSX: URZ Uranerz Energy

Uranium Stocks Gain Momentum as Growth Strategies Remain Intact

The Bedford Report Provides Analyst Research on Denison Mines and Uranerz Energy


NEW YORK, NY -- (Marketwire) -- 04/07/11 -- After investors fled the sector because of the nuclear power plant crisis in Japan, uranium stocks are beginning to mount a comeback. Nuclear power construction is likely to continue its rapid growth, largely because there aren't many strong alternatives. As vice-president of the China Nuclear Energy Association, Zhao Chengkun, explains, nuclear is the only energy source that can be used on a mass scale to achieve the nation's goal of developing cleaner, low carbon energy. The Bedford Report examines the Uranium Industry and provides research reports on Denison Mines Corporation (NYSE Amex: DNN) and Uranerz Energy Corporation (NYSE Amex: URZ). Access to the full company reports can be found at:

www.bedfordreport.com/2011-04-DNN

www.bedfordreport.com/2011-04-URZ

China recently declared its six operating plants safe, while suspending approval of new nuclear plants while it reviews safety standards. China is in the process quadrupling its uranium consumption to 50 million-60 million pounds a year, and says it plans to build 10 nuclear power plants a year for the next decade.

US President Barack Obama still believes that nuclear power will play an important role going forward. "We're going to incorporate those conclusions and lessons from Japan in design and the building of the next generation of plants," he explains.

The Bedford Report releases regular market updates on the uranium industry so investors can stay ahead of the crowd and make the best investment decisions to maximize their returns. Take a few minutes to register with us free at www.bedfordreport.com and get exclusive access to our numerous analyst reports and industry newsletters.

Shares of Denison Mines lost more than 30 percent of their value following Japan's tragic earthquake and subsequent nuclear disaster. Last month Denison said its fourth-quarter loss narrowed to $12.3 million or 4 cents a share, from $36.1 million, or 11 cents a share, a year earlier. Revenue rose 26 percent to $39.2 million. Denison Mines has projects in the US, Canada, Zambia, and Mongolia.

The Bedford Report provides Analyst Research focused on equities that offer growth opportunities, value, and strong potential return. We strive to provide the most up-to-date market activities. We constantly create research reports and newsletters for our members. The Bedford Report has not been compensated by any of the above-mentioned publicly traded companies. The Bedford Report is compensated by other third party organizations for advertising services. We act as an independent research portal and are aware that all investment entails inherent risks. Please view the full disclaimer at http://www.bedfordreport.com/disclaimer

Contact:
The Bedford Report
Email Contact

Source: Marketwire (April 7, 2011 - 8:16 AM EDT)