RE:I was watching a youtube video With the cash flow that has been coming into the producers over the past year repairing their balance sheets and increasing confidence in the outlook going forward, I expect we will see more excitement in the junior sector.
The large caps have run, the midcap producers have run, and now a combination of drill results, and a few takeovers from the cash rich producers will ignite the sector over the summer.
Filo Mining, Kodiak Copper and Trigon Metals are my favorite names in the exploration/brownfield restart space.
Filo could well be sitting on a top 10 discovery in the last 5 years in Argentina - Lundin Family Backed
Kodiak probably has a significant discovery in friendly BC from a proven mine finder
Trigon has a lot of infrastructure and an old mine that doesn't make sense at $2 Cu, but makes a lot at $3, with a lot of strike length underexplored in Namibia