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Beartooth Platinum


frizzers

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Beartooth are exploring for PGMs in North America, next to Stillwater, and in South Africa.

 

 

Shareholders have been waiting an eternity for drill results on their North Amercian project, but the Rhodium assay delays have held things up.

 

However, results are finally expected to be released early next week.

 

Shareholders have been speculating like crazy as to whether these results will be good or bad and reading hundreds of different things into the hold up. 'The results are rubbish and they are waiting for the rhodium assays to try and save the day', runs one line of thinking. 'You wouldn't even be looking at the Rhodium were the platinum and palladium results not excellent and the company wants to present the full picture', runs the other. There is no way of knowing for sure which it is. All the CEO would say is that they're 'interesting'.

 

I've never known the release of some results to be the source of so much excitement and these will make or break the company for the next 12 months imo, unless the South African results come back and change things.

 

I mentioned this in my latest Moneyweek article - link here.

 

Then on Friday the stock shot up from 11 to about 17.5c before pulling back to 15c. The thing is BTP traded over 10 million shares. That is the most they have EVER traded as far as I can see.

 

Look at that volume ... What do people make of it? There's plenty of selling too. Is it caused by the Moneyweek piece? Does somebody somewhere know something? Speculations below ...

 

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Pacific Northwest Capital : PFN.t chart

 

Looks a little gem.

What they have is a big PGM deposit (mostly palladium), and Angloplats as a partner

 

Other charts:

Beartooth / BTP chart

 

Gold Summit / GSM chart

 

Are Junior platinum shares going to lead the junior golds "out of the basement"? I hope so.

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The year-to-date return on PGM juniors exceeds 100%. Beyond the recognised juniors, there are a number of outliers that can be considered within the sector, not least North American Palladium (TSX: PDL, C$11.25), Sylvania Resources (LSE: SVL, 81 pence), Beartooth Platinum (CDNX: BTP, C$0.16), Aim Resources (LSE: AIMR, 9.25 pence), Braemore Resources (LSE: BRR, 9.35 pence), and Consolidated Puma Minerals (CDNX, CPW, C$1.90).

 

There is lots of evidence that professionals and speculators alike are trading heavily in platinum stocks. On Wednesday, to wit, Nkwe Platinum (ASX: NKP, A$1.01), closed down nearly 10% in Australia, while in later trade, North American Palladium shot up nearly 10% in Toronto.

 

PLATINUM JUNIOR VALUATIONS

 

Company...... AMC/oz*:Stk price/ Primary listing

 

ARQ.t- : Anooraq.......... 11 : C$ 2.82 / Toronto - 1690733

CAL.t- : Caledonia Mining. 88 : C$ 0.17 / Toronto - 103296

ELR.t- : Eastern Platinum. 15 : C$ 2.67 / Toronto - 2736285

JLP.L- : Jubilee Platinum.. 6 : ££ 1.23 / London - 1223392

NKP.au : Nkwe Platinum.... 15 : A$ 1.01 / Australia - 1558493

PPD.au : Pan Palladium..... 3 : A$ 0.25 / Australia - 390357

PLA.au : Platinum Austral. 68 : A$ 1.80 / Australia - 215694

PMCI.L : PMC of India..... 27 : ££ 0.12 / London - 1954520

PPN.t- : Platmin Ltd...... 37 : C$ 9.50 / Toronto - 2390411

PTM.t- : PlatinumGr.Metals 32 : C$ 4.56 / Toronto - 1736999

RDG.L- : Ridge Mining...... 6 : ££ 1.51 / Toronto - 176068

WEZ.za : Wesizwe Platinum 123 : R 14.00 / JSE - Wesizwe

 

Symbol : (Others)

AIMR.L : AIM Resources....... : £ .0925 / London - 1948228

BTP.v- : Beartooth Platinum.. : C$ 0.16 / CDNX - 1219948

BRR.L- : Braemore Resources.. : £ .0935 / London - 1945004

CPW.v- : Cons. Puma Minerals. : C$ 1.90 / CDNX - 152461

GSM.v- : Gold Summit Corp.... : C$0.135 / CDNX - 1497967

PDL.t- : No.Amer. Palladium.. : C$11.25 / Toronto - 103469

PFN.t- : Pacific Northwest... : C$ 0.49 / Toronto -1300046

SVL.L- : Sylvania Resources.. : £ 0.810 / London

- -

* Adjusted market capitalisation, US$/ounce

** Under offer / taken over :

APP.L- : African Platinum** 8 : ££ 0.55 / London -

xxxxxx : Afriore**........ 15 : C$ 8.72 / Toronto -

ELD.za : Eland Platinum**. 73 : R117.50 / JSE -

 

Source: RBC Capital Markets

 

/see: Advfn charts thread: http://www.advfn.com/cmn/fbb/thread.php3?id=16500505

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... was up 45% on Friday on the news.

PFN has risen over 50% also, but over a longer period of time

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Conversely, look at Starfield Resources (SRU.TO).

 

Chart : SRO.t

 

Its still digesting that big move up from last May

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