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Kansrijke grondstoffen voor 2018

Koen Lauwers

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Koen Lauwers is onafhankelijk analist. Hij doet beleggingsresearch voor verschillende marktpartijen en schrijft voor diverse financiële titels. Als econoom kwam Lauwers na een carrièrestart in de IT-sector in 1999 in de financiële wereld terecht. De schok na het barsten van de virtuele dotcom-zeepbel was zodanig groot dat h...

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  1. forum rang 10 DeZwarteRidder 24 januari 2018 10:23
    A diversified basket of commodity producers such as BHP, FCX, RIO etc. is a solid way to play the commodities theme. For the more aggressive investor who wants to allocate a small portion of their portfolio to stocks that could become 10-baggers (instead of "just" doubles or triples) there are dozens of beaten down and out of favor junior miners that could see enormous gains in 2018 if the commodity theme takes hold of investors' consciousness. Three weeks ago I highlighted 5 stocks that I think are attractive values at these levels, and I will offer a few more small/mid cap names that I like right now:

    Excelsior Mining (TSX:MIN, OTC:EXMGF) – I wrote about Excelsior last week and I am very bullish on this name heading into 2018.
    Kutcho Copper (TSX-V:KC, OTC:DSRRF) – I am very bullish on copper and Kutcho is another emerging North American copper producer (targeting production in 2021). Kutcho shares just resumed trading after a multi-month halt in order to consummate the Kutcho Project acquisition. I wrote about Kutcho last week and I am excited to watch Kutcho's progress in the new year.
    Jericho Oil (TSX-V:JCO, OTC:JROOF) – My favorite junior oil play. Jericho is a mid-continent (Oklahoma) focused oil exploration & production company with the strongest financial backing i've ever seen for a sub-$100 million market cap company. 2018 is set to be the year Jericho enters the big leagues after spending the last couple of years building a strong foundation; the company is drilling its first wells and continues to refurbish legacy wells while increasing production.
    NexGen Energy (TSX:NXE, NYSE:NXE) – The preeminent uranium exploration name. There are mounting signs that the uranium market is finally turning a corner; as the global supply/demand balance moves into undersupply sooner than previously expected due to recent supply cuts from Cameco and Kazatomprom:

    Copper may not seem too sexy to most people, however, make no mistake that copper is a great way to play the looming electric vehicle boom while remaining underpinned by a strong long term supply/demand dynamic (declining mine ore grades and strong global growth):
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