Trans-Siberian Gold Rank 99 and getting the best nuggets in the mining sector

12th Feb '16 by lightningtiger

10 comments 10868 reads

This has been an excellent performance over the last year and still has good potential for the upside in my view. It's health trend is 9 and the profit has turned from a negative 0.13M in 2014 to estimated +10M 2015 and 17.9M in 2016.
They also have 7.63M in cash, which makes a change.
76.6% 1 Mth
237.8% 3 Mths
207.9% 1 Year
With the stock rank of 100 ,Value is 93, Quality 86 and Momentum 90,this should be an excellent share to consider.
I would think with the oil prices dropping drastically the fuel saving in excavating the many tons of earth with huge trucks and crushing machinery should also help with profits.
The screen is full of green goodies and I am really surprised that nobody else has made any comments on this share before. It is also firmly on the green in the bubble charts.

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lightningtiger

22nd Feb '16

It's not just this share that has the potential upside,, ranking at 99 now, but the whole mining sector has impressive results over the last month about one third of the mining sector has increased by 10% or more.That is more than 70 out of almost 200. Certainly worth a further look and investigate further. !5 shares have increased by at least 50% over a month.

23rd Feb '16

A couple of well known shares RIO and BLT have gone up on 22/2/16 by 8.43% and 8.55%.
The top 10 shares highest % age gains for 22/2/16 were :-
1. RGM +92.3%
2. NRRP +41.7%
3. BSE +19.2%
4. KAZ. +16.8%
5. FQM +16.1%
6. SELB +15.4%
7. KMR +14.3%
8. AUM +14.3%
9.WSBN +14%

10 FXPO 12.2%

24th Feb '16

Bad news for BLT shareholders today 23/2 from Bloomberg stating dividends to be cut from 62c to16c and a drop in share price down -6.1%. Rio was also down -3.1%.
With 197 mining shares to choose from you have to be careful with the bid offer spreads as well as huge fluctuations in share price movements.
That said some have been paying good dividends.
The top 10 shares with gains today together with stock ranks are ::-
1. RGM +76% with 49.6M shares traded (average volume is 626K) Rank 4
2. ALBA +40.2% Rank 2
3. RRR +35.7% Rank 10
4. STG +29.3% Rank 8
5. FCR +25% Rank 0
6. CNG +18.4% Rank 19
7. WTI +17% Rank 7
8. BSE +16.1% Rank 36
9. PREM +16% Rank 0
10. ZOX +15.4% Rank 20

TSG movement today is 0 Rank 99
The extra positive increases today from yesterdays list are :-
RGM +76% Rank 4
BSE +16.1% Rank 36
FXPO + 16.2% Rank 83, This share is also showing a dividend yield of 17.5% Hargreaves gives it a 15.3 % Div and last year payed out a special dividend too. As yet no XD for this year is showing..XD for 2015 were special 19/3 6.6cents Final 30/4 3.3 cents, Interim 3.3 cents From Dividend investor . com the total dividend payment for 2015 was 8.6515p.

2014 dividend payment was 8.055p and for 2013 dividend payment 6.5106p Share price now 26p Bid 26.5p Offer
Anyone got any other suggestions for this sector?

TSG rank 99 up today 8.4% to a share price of 42p.
BLT rank 43 still dropping down -8.38% today as has RIO rank 45 down -5.75%.
Top 10 %age increases in mining stocks today brings another good nugget with a turn round from a loss to a profit situation with GDP. Interim results yesterday.
Top 10 are :-
1. PFP +31.4% rank 1
2. GWMO + 19.1% rank 51
3. STEL +19% rank 10
4. MNC + 16.7% rank 15
5. GDP + 15.4% rank 84
6. HUM +14.3% rank 16
7. CNG +13.9% rank 23 * 2nd day increases
8.SGZ +13.6% rank 8
9.ROSE +11.5% rank 7
10.BMR + 11.3 rank 6

Interim results for GDP yesterday shows from a loss -£377k in the 6 mths 2014 to a profit of £395K for the 6 mths end 31/12 15, that is a huge change in reducing the loss to zero and in addition now in £395K in profit! One to watch with a good ranking of 84

It is worth noting that today the FTSE closed down 1.73%

26th Feb '16

Having shown the potential short term it is time to select 20 shares from 4/1/16 to current time with consistency of smooth trends as possible with the highest stock ranks at the top showing the share price on 4/1/16 to current.
Top 20 are:-

Rank
99 TSG 15.13p   41.75p
99 CMCL 38p 47p
98 CAPD 23p 27p
94 CEY 65.2p 89.65p
91 AAZ 5.15p   6.75p
87 POLY 571p    740p

87 PAF 6p 13p * More than 100%

85 GDP 3p 5.5p
84 FXPO 20.5p 25.75p
54 HOC 45.75p 65.5p
58 RSS 4243p 6455p
52 GLEN 85.27p 118.8p

50 FRES 709.5p 990p* Smoothest growth

41 KAZ 98p    149p
30 DALR 38.5p   47.25p
29 AVM 2.5p    4.66p
23 ACA 185.1p 249.1p
23 CNG 24.75p    33p
7 ALBA 0.24p 0.47p
6 RGM 0.55p 1.0p

gus 1065

Thanks for this.

Fortunate enough to be in a few of these, although mostly clawing back losses from longer term trend. Presumably these are shown as offer to bid prices - experience shows some of the tiddler stocks are very illiquid and have wide trading spreads.

Another one for the list, Lonmin (LON:LMI), is a proxy for platinum/SA economy generally. Benefiting from devaluation of the Rand helping opex costs and output priced in US$. Range from 4/1 to 24/2 was a modest one of about 70p to 80p but did slump down to about 38.5p on or around Jan 18th so a decent recovery from here

Gus.

29th Feb '16

Hi Gus, prices shown are mid prices as shown in Stockopedia. Nice and easy to add to the watch list. You are right with the tiddler stocks where the spreads are huge.
Lonmin has done extremely well over the last month with a reasonable spread, which is good.
The reason for putting the share price in from 4/1 to 24th Feb is it makes it really easy to see what is happening over time as we go forward in time.
For example FRES has hit 4 digits today @ 1000p and your Lonmin @ 93.5p still going up nicely, and PAF now @ 13.75p.
The whole of the mining sector is still strong as against the banking sector which has been hammered in the last few weeks.
At the end of next month say, you can see easily what has happened. Make sure stops are set and exit positions where appropriate and replace with new positions.

ZBO is a good example of a tiddler up 66.7% today mid price 1.25P but the spread difference is 1.5p bid and offer 1p. this share has been driver strongly down but has only just started to go up, By the end of next month things may change.

Thanks for your interest Gus.

16th Jul '16

Hi Lightning,

Trawling through a few of the threads for my stocks and found this link. Interesting to re-visit five months further on.

Trans-Siberian Gold (LON:TSG) hasn't really kicked on although the stock ranks are still very strong, so hopeful of a revaluation still to come. Some of my other holdings have had a really good run such as Glencore (LON:GLEN) (now 185p), £CEY (158p), Fresnillo (LON:FRES) (1,860p) and Lonmin (LON:LMI) (238p) . Even some of my large cap resource stocks such as Anglo American (LON:AAL) , Rio Tinto (LON:RIO) and £BLT are now back in the blue after years of red ink and some timely averaging down. Together with the O&G sector, YTD resource companies seem to have been performing very well.

Still cautious on the medium term outlook for the global economy so may look to top slice some of the gains but a healthier looking portfolio than it was in mid February.

Best,

Gus.

onlytrading

26th Jul '16

Is this just an undiscovered gem or are there serious problems/risks with this company? Such a low forward looking p/e.

28th Jul '16

Prompted by today's RNSs about the major shareholders, I had a closer look at the share ownership of Trans-Siberian Gold (LON:TSG). I think an obvious peculiarity of the company is that between them, UFG (a Russian investment fund) and Anglogold Ashanti Holdings used to hold about 86% of the company's shares and the non exec Chairman (on a relatively small board) is a UFG executive.

After the sales over the past few days it now looks as though AAH have gone down from about 35% to more or less zero leaving UFG with pretty much a controlling stake of about 80% to do virtually as they please (tho' not quite the 90% needed to squeeze out minority shareholders with an enforced purchase).

The company's been on AIM since 2003 so it's well established but as a PI you might feel a bit like one of General Custer's troops at the Little Big Horn if UFG decided to play hardball!

Gus.

Trans-Siberian Gold Rank 99 and getting the best nuggets in the mining sector

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Lightningtiger

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