Sunday, 17 November 2013

Barrons - Gold Mining Merger Wave? - Cowen&Co Miner Market Cap vs PNAV

An article at Barrons discusses the likeliehood of Gold Mergers as miners look forward to production falls after 2017 - HERE
Includes the nice graph below comparing market cap and valuation highlighting the senior and junior producers and developers

Cowen's analysts including Adam Graf covers a number of miners including juniors

Symbol Company
ABX Barrick Gold Corporation
AEM Agnico-Eagle Mines Limited
AG First Majestic Silver Corp.
AGI Alamos Gold Inc.
ANV Allied Nevada Gold Corp.
AUMN Golden Minerals Company
AUY Yamana Gold Inc.
AVL Avalon Rare Metals Inc.
CKG.CN Chesapeake Gold Corp.
FNV Franco-Nevada Corportation
GBU.CN Gabriel Resources Inc.
GCU.CN Gold Canyon Resources
GG Goldcorp Inc.
GGA Goldgroup Mining Inc.
GMO General Moly, Inc.
GSV Gold Standard Ventures Corp.
GUY.CN Guyana Goldfields Inc.
HUD.CN Hudson Resources Inc.
IMZ.CN International Minerals
KGC Kinross Gold Corporation
MAY.CN Meadow Bay Gold Corporation
MCP Molycorp Inc.
ML.CN Mercator Minerals Limited
MUX McEwen Mining
NAK Northern Dynasty Minerals Ltd.
NEM Newmont Mining Corporation
NG NovaGold Resources, Inc.
NRE.CN Namibia Rare Earths
PAAS Pan American Silver Corp.
PVG.CN Pretium Resources Inc.
PZG Paramount Gold and Silver Corp.
REE Rare Element Resources Ltd.
RGLD Royal Gold, Inc USA
SA Seabridge Gold, Inc.
SAND Sandstorm Gold Ltd.
SGR.CN San Gold Corporation
SLW Silver Wheaton Corp.
SSRI Silver Standard Resources, Inc.
TGB Taseko Mines Limited
THM International Tower Hill Mines Ltd
TMM.CN Timmins Gold Corp.
TRQ Turquoise Hill Resources
VGZ Vista Gold Corporation
VIT.CN Victoria Gold Corp.
Symbol Company
AA Alcoa Inc.
AKS AK Steel Holding Corp.
BHP BHP Billiton Limited
CENX Century Aluminum Co.
CLF Cliffs Natural Resources, Inc.
FCX Freeport-McMoRan Copper & Gold
KALU Kaiser Aluminum Corp.
MT ArcelorMittal
NUE Nucor Corp.
RIO Rio Tinto plc
RS Reliance Steel & Aluminum Co.
SCCO Southern Copper Corp.
STLD Steel Dynamics Inc.
TC Thompson Creek Metals Company Inc.
X U.S. Steel Corp.
Symbol Company
ACI Arch Coal
ANR Alpha Natural Resources
ARLP Alliance Resource Partners
BTU Peabody Energy
CCJ Cameco Corporation
CLD Cloud Peak Energy, Inc.
DNN Denison Mines Corp.
EFR.CN Energy Fuels, Inc.
HNRG Hallador Energy Company
JRCC James River Coal Company
NRP Natural Resource Partners, L.P.
TCK Teck Resources, Ltd.
UEC Uranium Energy Corporation
URRE Uranium Resources Incorporated
URZ Uranerz Energy Corporation
WLT Walter Energy, Inc.
XRG.TO Xinergy, Ltd.

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