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Coffin Brothers Speech Notes

By Mike
Created 2006-04-25 13:51

As requested, here are notes on the companies that the Coffin Brothers said they are watching:

1. Teck Cominco [TEK-SVB.TO [1] TCKBF.PK [2]]  
    -should be a basic part of everyone's portfolio

2. Eurozinc [EZM.TO [3] EZM [4]]
    -copper producer in portugal
    -zinc mines coming up soon
    -forward p/e of 4/5 only; trailing p/e around 12

3. Sherwood Copper [SWC.V [5] SWOPF.PK [6]]
     - good run so far
    -gold/copper output early next year
    -mill 70% built already
    -feasibility study coming soon

4. Silvercrest [SVL.V [7] STVZF.PK [8]]
    -silver deposit in El Salvador
    -may attempt silver heap leaching method
    -preliminary 70% recovery rates
    -mexico project too

5. Wolfden Resources [WLF.TO [9] WFDNF.PK [10]]
    -gold in red lake
    -splitting into 2 companies soon

6. Selkirk [SLK.V [11] SKRKF.PK [12]]
    -many projects in B.C.
    -great zinc speculation

7. Everton [EVR.V [13] EVRRF.PK [14]]
    -dominican republic properties
    -could be a producer soon
    -drill speculation

8. Shear Minerals [SRM.V [15] SRMUF.PK [16]]
    -Churchilll project diamond play

9. Stornoway [SWY.TO [17] SWYDF.PK [18]]
    -Churchill project diamond play

10. Diamonds North [DDN.V [19] DNORF.PK [20]]
    -Interesting Diamond properties
    -splitting out uranium company

11. Nova Uranium [NUC.V [21] NVURF.PK [22]]
     -drilling right now

They mentioned that 2006 could be the year of a huge diamond discovery. Please consider subscribing to the Coffin Brother's Hard Rock Analyst newsletter. [23]


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