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Long a buy and hold investor, I now believe that buy and hold has to be re-evaluated in a world of ever increasing, instant information and huge gyrations in markets all over the world. A value investor at heart, I anchor my portfolio with conservative funds and blue chip dividend stocks, but... More
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  • IBC Advanced Alloys, A Penny Stock With A Hightech Advantage

    IBC Advanced Alloys poised for tremendous growth!

    It has been years if at all since I have noticed a microcap company, indeed, a penny stock, that has as much potential and upside as IBC Advanced Alloys does. I certainly cannot remember any, and that's saying something.

    IBC's website states that: "IBC Advanced Alloys is a leading rare metals advanced alloys developer and manufacturer, for the global market, with a focus on specialty copper alloys and high performance beryllium aluminum castings. IBC's engineered solutions are essential for high technology products used in a broad range of market sectors including nuclear power, automotive, oil and gas, electronics and aerospace. Complementing our alloy manufacturing operations are R&D initiatives focused on enhancing and supporting IBC's growing US manufacturing base."

    When searching for good prospects in the penny stock area, one normally encounters many frontier type miners with no production, no income and no cash, with big dreams for a single mining claim. IBC is a different animal completely.

    Many things differentiate this microcap from it's peers, not the least of which is a patented process of producing a proprietary Beryllium Alloy called "Beralcast"(c). At this writing IBC is working with Lockheed Martin Corp, in the production of the most advanced fighter jet in history, the F-35 Lightening II
    which was recently the subject of an attempted theft of technology by Iran.

    Beralcast(c) is a casted alloy, which is not duplicated by any other company at present. It is proprietary property of IBC Advanced Alloys, and one of the reasons IBC recently (2013) gained the top engineering designation of AS9100 Certification for the Aerospace industry.

    I believe that, if IBC signs with Lockheed Martin to provide Beralcast Alloys for the F35 stealth fighter, the share price will pop around 500% on the first day. Of course, that hinges on the signing of a contract.

    That, my friends, is only one of the "irons in the fire" on the drawing board at IBC. Their alloys are also to be used in the nuclear industry to make nuclear fuel safer to use. Recently they presented at the American nuclear top fuels conference.

    (click to enlarge)

    Another frontier for IBC Advanced Alloys Corp is in the Injection Moulding market where Beralcast Mouldings are "The ideal material for mold cores and cavities and one that has both excellent thermal conductivity and high hardness".

    IBC also recently signed an MOU with Global Nuclear Fuels America and Ceramic Tubular Products to Advance Nuclear Fuel Initiatives. See: MOU

    Although IBC is still currently a penny stock, listed on the TSX Venture exchange under the symbol IB and on the OTC market in the U.S. under the symbol IAALF, it won't be very long before growth forces this under the radar stock onto the Nasdaq exchange as IBC's four production facilities are all located in the USA.

    If you don't already have IBC in your penny stock portfolio, then you are just not paying attention!

    Wishing you great investing success.


    Here are some more recent headlines for IBC.

    Tags: IB-T
    Jan 17 4:20 PM | Link | Comment!
  • Brigus Gold Is A Junior With A Difference
    Brigus Gold is on a roll into 2015

    If you are looking for a growing, junior gold miner, that makes profit, is growing it's margin, and resource base, while reducing overall costs of production, look no further than Brigus Gold.
    In Q3 Brigus produced a record 22,000 oz and is on track to exceed 100,000 oz production per year for the foreseeable future. Resource base has grown to over 2 million oz.

    In October drilling at the Black Fox Mine site hit a whopper of a result at 18.09 grams per ton over 39.60 meters, including 39.45 g/t over 10.35 meters. This, in an industry where 3g/t is considered mineable.

    That result occurred only 2 weeks after hitting a previous whopper of 40.71 gpt Gold Over 26.75

    Both if these occurred at Brigus's producing Black Fox Mine. At the same time they began hitting great results at their Grey Fox property as well.

    Although headquartered in Halifax Nova Scotia, Brigus mines are situated in the Timmons Ontario gold district which has been one of the most prolific gold producing regions of the world for decades. Brigus is an anomaly in the junior gold space. Why? Because it has a working gold mine, it produces gold, is profitable and it is growing.


    Brigus Gold Corp Today - .70c per share

    Market Cap$167.8MBeta0.98
    Revenue (NYSE:TTM)$144.1MEPS$0.10
    Shares Out.232.1MBook Value$1.05
    Dividend Yield0.00%P/E7.4x
    Annual Dividend Rate$0.00Price/Sales (TTM)1.2
    Ex-Div Date1/1/01P/Cash Flow (TTM)2.7x
    Pay Date1/1/01Operating Margin14.79%   

    If you are in the market for a junior gold miner, you should consider Brigus Gold, before the share price catches fire, because I believe it surely will.

    Hope you have great results with your Retirefunds.


    Disclosure: I am long BRD.

    Tags: PPP
    Nov 20 12:13 PM | Link | Comment!
  • Some Lithium Juniors Are Better Positioned Than Others
    10 reasons to own Rodinia Lithium stock as the lithium market begins to heat up into 2014

    (click to enlarge)Rodinia Lithium (TSX RM)
    Today .04c

    There are always reasons to buy or sell a stock. Here are some solid reasons why Rodinia Lithium, currently a penny stock, is a good bet in the "second leg" of the lithium race.

    1. Insiders are buying this stock.

    2. Rodinia owns three of the top 25 lithium properties in the world.

    3. Shan Shan Corp., one of the largest lithium battery suppliers in China, purchased their entire bought deal in Nov 2010, above the asking price, to ensure they are flush with cash to advance their properties.

    4. Rodinia's top three properties are all brine properties, with low development costs, in two of the best mining districts in the world, Clayton Valley, Nevada and Salta Argentina (Diabillos). They are also listed in the top 25 lithium properties in the world today.

    5. Byron Capital Markets Dr. Jon Hykaway, rated it a strong buy with a target of $2.25

    6. Ubika Research issued a valuation report with a Price of $1.12 for Rodinia Lithium.

    7. The top electric car company in the world today, Tesla Motors, has seen it's stock rise over 500% in 2013.

    8. All major auto companies are either now producing electric cars, or have them on the drawing board.

    9. Electric storage for power grids as well as wind and solar power projects is becoming a hot sector at this writing and lithium use in the batteries used in mobile devices is growing worldwide.

    10. Rodinia's flagship property, diabillos, is advancing at a time and place where major players are already established and consolidation is only a matter of time.

    (click to enlarge)Rodinia was trading recently at only .04 cents. RM.v or in the U.S. as OTCPK:RDNAF

    It's market cap today is listed at $4M with 100M shares outstanding.

    The book value is .23c and beta is at 2.75

    Although this is a highly speculative stock, that is a ridiculously low valuation for Rodinia's lithium properties!

    This does'nt even address the large potash concentrations which will be a secondary product for this small company.
    Clayton Valley
    Besides the Argentinian properties, Rodinia also has its lithium brine project in Clayton Valley, Nevada which is ajacent to the only lithium brine operation in the continental United States.

    For these reasons, I have been buying more Rodinia stock since summer 2013.
    Maybe you should consider adding Rodinia Lithium to your speculative value portfolio.

    Wishing you great success with your Retirefund.


    Analysis from The Energy Report Technical report on Clayton Valley, Nevada lithium property

    Ray Goldie, Salman Partners (8/22/11) "We expect Rodinia Lithium Inc. to be able to surf on the strong, stable pricing structure of lithium that has been established and maintained by existing producers-beginning in 2016, Rodinia could be producing from Argentina about 2,000 tpa lithium (about 6% of the world's supply), with by-product potash. . .because both the revenues and costs in the lithium industry are not readily available, and because our evaluation of the company is based on educated guesswork rather than on sober engineering studies, we initiate coverage of Rodinia Lithium with a Speculative Buy recommendation rather than an outright Buy."

    The Energy Report Interview with David Talbot (7/21/11) "Our top pick in the lithium sector is Rodinia Lithium, despite its $30M market cap. We've got a buy with a CAD$1 target price on this stock. RM continues to be one of the most undervalued stocks on our lithium coverage list. Rodinia is developing a brine project at its flagship Salar de Diablillos site in the Province of Salta, Argentina, about 11 km. from the world's second-largest producer, FMC's Salar del Hombre Muerto. It just reported a couple of pit samples that were about three times the average lithium grade of the deposit. Rodinia also has its Clayton Valley Project in Nevada adjacent to Chemetall's Silver Peak brine operation and the only U.S. producer of lithium. Given the company's significant resource in Argentina, good brine chemistry, lack of competition on the Salar and its three aquifers, we think now is a good entry point for investors looking to share in Rodinia's growth. Our target price suggests a triple from here."

    David Talbot, Dundee Securities (7/13/11) "Rodinia released pit results from a sampling program at its flagship Salar de Diablillos project in Argentina. Results show grades that were, on average, substantially higher than previous estimates for the shallow aquifer number one. This is especially encouraging because two of the samples were taken from an area where close spaced auger sampling was not possible, and opens up a much larger area that might exhibit potentially higher grade lithium and potassium brine, and this has positive implications for resource growth and production potential. . .Rodinia's peer discount is unjustified. . .conservative lithium brine operation is compelling. . .it has an experienced management team, large brine resource, multiple projects in good jurisdictions and our valuation ignores potash or boron production upside potential."

    David Talbot, Dundee Securities (6/9/11) "Rodinia Lithium is an emerging brine developer flying under the radar-it has several features going for it: its main project, Salar de Diablillos in Argentina, hosts one of the largest lithium-potash brine resources in the world, and it lies in close proximity to the third-largest brine producer in the world (FMC Lithium); its second project is underexplored and adjacent to the only lithium producer in the U.S. (Chemetall); it also has strategic investment from one of China's largest lithium-ion battery materials provider. . .our modest CAD$1 target price for RM suggests a triple-it is showing more upside potential than the more well-known brine developers."

    The Energy Report Interview with Jonathan Lee (4/19/11) "Rodinia Lithium also has a brine deposit at its Salar de Diablillos project in Argentina. We have a Speculative Buy rating on it with a $2.25 target price. It's another example of fairly good chemistry and good, effective porosity levels. And the project is another that, potentially, could be a low-cost producer. It has a decent level of lithium grade, reasonable magnesium:lithium ratio and very attractive sulfate levels-that's another key. It has a lot of positive qualities. Rodinia has a strategic investor in Shanshan Resources, a wholly owned subsidiary of the largest battery manufacturer in China- Ningbo Shanshan. Some of Shanshan's partners have extensive experience doing brine chemistry in the Tibetan salars. Shanshan is a value-add for that company."

    More Articles:
    The resource of the 21st century

    Disclosure: I am long OTCPK:RDNAF.

    Additional disclosure: I own several other lithium juniors.

    Nov 07 12:14 PM | Link | Comment!
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