Elias81 - Comments

Elias81

Micro-cap stockpicking
I'm an individual investor seeking high-alpha micro-cap stocks.

Latest Comments
Why I Bought Oroco Shares For A 5X Return
1 year ago

Finally, the PEA got out. Look on their website. Mind you, the numbers are highly sensitive to assumed metal prices. And discount rate. The market reacted somewhat positive, share price rose a little bit on high volume (but not massive). Big question mark now is: how will they get the $20M financing for a new drilling program and PFS? Anyway, this is a steal if you believe in a buy-out scenario (still x5 potential). 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

1 month left for the PEA. Exciting! They also did a small pp to raise some money. Insiders participated. Nobody is looking at copper stocks, other junior copper plays are also trading at multi-year lows. 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

Yes, working on a new article (after my holiday). I'm not touting by the way, because I clearly mention the risks. 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

Oroco shares currently are bogged down to 70 cents and sometimes dipping lower. I think the reason is that the market knows the company now needs a bigger financing for a new drilling program and a PFS (which comes after the PEA). My guestimate is in the range of 15 to 20 million. The best scenario is Oroco finding a strategic partner (like a big miner) after releasing the PEA (September/October). 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

Like which one? And why? 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

As for junior mining companies, I'm invested in Copaur Minerals, CMC Metals and Brunswick exploration. In a brutal junior mining bear market, I'm still at break-even (thanks to Brunswick). I suggest you take a look at Copaur Minerals, that could be the new Snowline Gold. 

As for Oroco, Cantor came out with a bullish report. In a video of Mariusz (see Youtube), it is clear that Cantor is too conservative. The PEA coming out in September (I think) could be a big surprise to the upside for the market. Oroco is trading at 5% of the expected NPV according to Mariusz. This is quite low. 

In this article: ORRCF
Why I Bought Oroco Shares For A 5X Return
2 years ago

Update: two of the risks I mentioned materialized, which explains the small drop in share price, from $0,80 to $0.75. First of all, they indeed issued a small raise. Then, the copper price dropped ~15%, but is recovering now a little bit. I'm thinking about adding shares at this level. 

The MRE was good, and the PEA is now due. This is still a 2024 play for me.

In this article: ORRCF
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