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Strategic Metals Ltd V.SMD

Alternate Symbol(s):  SMDZF

Strategic Metals Ltd. is a Canada-based project generator. The Company's main business activity is the acquisition, exploration and evaluation of mineral properties located in Canada. As a project generator, the Company has assembled a portfolio of direct and indirect mineral property interests in Yukon Territory, northern British Columbia and western Northwest Territories. It has approximately 13 royalty interests, 14 projects under option to others, and a portfolio of 82 wholly owned projects. Its portfolio covers a suite of metals, including gold, silver, lead, zinc, copper, tin, tungsten, vanadium and lithium, and deposit types, such as porphyry, skarn, epithermal vein, orogenic gold, sedex, carbonate replacement and others. Its deposits include Casino, Wolverine, Wellgreen, Division Mountain, Klaza, Tiger, Osiris, Golden Revenue, Blende, Carmacks Copper, Logtung, Marg, Ice and others. Its subsidiaries include Rockhaven Resources Ltd. (Rockhaven) and GGL Resources Corp. (GGL).


TSXV:SMD - Post by User

Bullboard Posts
Post by InvestLargeCon Feb 27, 2018 1:42am
133 Views
Post# 27626016

Corporate debt is 1 million only

Corporate debt is 1 million only

Minority interest appears as long term liabilities and that affects to book value. 

If you exclude this, then Price to Book Value is not below 1, it is below 0.50.

Currently, company's stakes in other miners are worth about $17.5 million.

Frazer Institute in a 2014 study ranked Yukon as the No 1 mineral potential worldwide. 

So the excellent drilling results are not a surprise, especially when the most experienced and reliable firm in Yukon is envolved: Archer, Cathro & Associates. This geological consulting company has been working in and around the Yukon Territory since 1965.

SMD has so many projects and stakes in other companies right now, more than enough cash to execute and a P/BV far below 1. Diversification in these projects plus already good results justify a much higher valuation in my opinion.

The company hasn't achieved that yet, for several reasons: The exposure to media is very low, the analysts coverage is close to nothing. Still, these are reasons irrelevant to the company's fundamentals and business, so they can't hold the share price down for too long. 

Bullboard Posts