Predictions
SSR Mining Inc.
Start price
Target price
Perf. (%)
€12.17
16.02.12
16.02.12
€21.00
13.03.12
13.03.12
-1.96%
13.03.12
13.03.12
Higher EBIT margin than peer group
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
U.s. Silver + Gold
Start price
Target price
Perf. (%)
€3.73
05.09.11
05.09.11
€11.19
05.03.12
05.03.12
-24.87%
05.03.12
05.03.12
Indigo Exploration Inc.
Start price
Target price
Perf. (%)
€1.20
26.08.11
26.08.11
€3.90
27.02.12
27.02.12
-6.00%
27.02.12
27.02.12
Coeur Mining Inc.
Start price
Target price
Perf. (%)
€17.56
23.09.11
23.09.11
€50.00
20.02.12
20.02.12
18.91%
20.02.12
20.02.12
EBIT growth > 30% per year expected
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Very small cyclical dependencies
SSR Mining Inc.
Start price
Target price
Perf. (%)
€11.07
02.12.11
02.12.11
€21.00
14.02.12
14.02.12
12.91%
14.02.12
14.02.12
Higher EBIT margin than peer group
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Minco Silver Corp.
Start price
Target price
Perf. (%)
€1.14
02.12.11
02.12.11
€2.50
20.01.12
20.01.12
113.07%
20.01.12
20.01.12
Hecla Mining Corp.
Start price
Target price
Perf. (%)
€3.47
11.01.12
11.01.12
€4.00
12.01.12
12.01.12
6.60%
12.01.12
12.01.12
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Capable Management
Top 10 in its market
SKW Stahl-Metallurgie Holding AG
Start price
Target price
Perf. (%)
€17.70
08.07.11
08.07.11
€23.00
09.01.12
09.01.12
-32.20%
09.01.12
09.01.12
First Majestic Silver Corp.
Start price
Target price
Perf. (%)
€12.58
13.11.11
13.11.11
€14.25
05.01.12
05.01.12
13.48%
05.01.12
05.01.12
China Rare Earth Holdings Ltd
Start price
Target price
Perf. (%)
€0.23
04.07.11
04.07.11
€0.40
04.01.12
04.01.12
-34.19%
04.01.12
04.01.12
Thompson Creek Metals
Start price
Target price
Perf. (%)
€27.95
03.07.11
03.07.11
€36.00
03.01.12
03.01.12
-22.31%
03.01.12
03.01.12
Zijin Mining Group Co Ltd
Start price
Target price
Perf. (%)
€0.36
23.06.11
23.06.11
€0.75
23.12.11
23.12.11
-17.50%
23.12.11
23.12.11
Minco Silver Corp.
Start price
Target price
Perf. (%)
€2.78
05.09.11
05.09.11
€5.00
02.12.11
02.12.11
-59.66%
02.12.11
02.12.11
SSR Mining Inc.
Start price
Target price
Perf. (%)
€18.60
16.09.11
16.09.11
€21.00
02.12.11
02.12.11
-39.89%
02.12.11
02.12.11
Higher EBIT margin than peer group
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
HeidelbergCement AG
Start price
Target price
Perf. (%)
€47.70
27.05.11
27.05.11
€52.47
28.11.11
28.11.11
-43.29%
28.11.11
28.11.11
HeidelbergCement AG
Start price
Target price
Perf. (%)
€47.70
27.05.11
27.05.11
€52.47
28.11.11
28.11.11
-43.29%
28.11.11
28.11.11
Globex Mining Enterprises Inc
Start price
Target price
Perf. (%)
€1.55
06.05.11
06.05.11
€2.05
07.11.11
07.11.11
-20.53%
07.11.11
07.11.11
Barrick Gold Corp
Start price
Target price
Perf. (%)
€37.80
21.04.11
21.04.11
€40.00
21.10.11
21.10.11
-13.97%
21.10.11
21.10.11
Newmont Goldcorp Corp.
Start price
Target price
Perf. (%)
?40.33
20.04.11
20.04.11
€55.00
19.10.11
19.10.11
13.24%
19.10.11
19.10.11
Homestake Resource Corp.
Start price
Target price
Perf. (%)
€1.19
11.04.11
11.04.11
€3.50
11.10.11
11.10.11
-57.14%
11.10.11
11.10.11
