Scotiabank Scotiabank analysts Tanya Jakusconek, Ovais Habib, Eric Winmill, Orest Wowkodaw, Ben Isaacson, Patrick Bryden provided top picks in the mining sector in the wake of the company’s major conference,
“OUR TAKE: We hosted over 80 precious, base metals, uranium, fertilizer, and lithium companies for fireside chats, presentations, and investor meetings over two days (November 29/30). ... Our top picks remain AEM [Agnico Eagle Mines Ltd], GOLD [Goldmining Inc.] and KGC {Kinross Gold Corp.] in the senior golds, and AGI [Alamos Gold Inc.] , DPM [Dundee Precious Metals Inc.], EDV [Endeavour mining Corp.], and PAAS [Pan American Silver Corp] in the mid-tier gold space. WPM [Wheaton Precious Metals Corp.] and TFPM [Triple Flag Precious Metals Corp.] are our top streaming picks. For base metals/uranium, our top picks remain TECK.B [Teck Resources] and CCO [Cameco]. Top recommendations in the fertilizer/lithium space are NTR [Nutrien] and SQM [Sociedad Quimica Y Minera S.A. ADR].