Generational opportunities today in Canadian mining stocks
With global investors and maybe even some Republican policymakers blindsided by Donald Trump's decision to apply significant tariffs around the world, we return to the compelling opportunities presented in the mining space. There is little doubt that supply chains globally will be reconfigured regardless of where the dust settles over the next few weeks. Securing basic resources will be top of mind for any country wanting to strengthen the resilience of its manufacturing base.
Consequently, today's sell-off may offer a distinct buying opportunity as we believe the bullish case that we outlined in the March INK Edge Top 20 Mining Report remains intact. If you missed the report, the commentary is reproduced below. Club members can download the full report via Canadianinsider.com or INK Chat to see the 20 top-ranked Canadian mining stocks.
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INK Edge March Top 20 Mining & Crypto: Generational opportunities
We cannot remember a time when the competition was so fierce to qualify for our Top 20 mining stocks list. This month, there are 40 Canadian-listed mining stocks with sunny INK Edge outlooks, and only 20 can make it into this report.
Meanwhile, six stocks from the February list have slipped far enough down the rankings to lose their spots in the Top 20. However, only Sierra Madre Gold and Silver (SM) has slipped into the mostly sunny category. All the other leavers have sunny outlooks. They were Allied Gold (AAUC), Aura Minerals (ORA), Aurion Resources (AU), Geodrill (GEO), and Koryx Copper (KRY).
As we wrote about in our March 24th Market INK update, insider sentiment towards the broad Basic Materials sector remains bullish. The strong showing of miners in our rankings combined with continued bullish insider sentiment across the Basic Materials sector suggests there is an above-average level of opportunity in Canadian mining stocks.
In addition, resource development in Canada is gaining the attention of policymakers in the 2025 election campaign with both the Conservative and Liberal parties proposing accelerated project completions. We cannot remember a time when pro-mining policy positions were front and centre in a Canadian election campaign.
We also note that many mining stocks have failed to keep up with the price of gold over the past five years. As seen in the chart below, of the three biggest precious metals producers in this month's list, only IAMGold (IMG) has beat the spot gold price. Junior mining stocks have generally also lagged bullion.
Many mining stocks are positioned to catch up to commodity prices just as the policy environment is improving for mining in Canada while insiders signal broad opportunity in the space. It is all adding up to a period of potentially generational opportunity this spring.
In terms of crypto-equities, we continue to believe the space likely needs additional Federal Reserve rate cuts in order to challenge recent highs.
INK Edge outlook ranking categories (Sunny, Mostly Sunny, Mixed, Cloudy, Rainy) are designed to identify groups of stocks that have the potential to out or underperform the market. However, any individual stock could surprise on the up or downside. As such, outlook categories are not meant to be stock-specific recommendations. For background on our INK Edge outlook, please visit our FAQ#3.
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On the Edge YouTube video: Carney and Poilievre dig mining
We have also explained the bullish case for Canadian-listed mining stocks in our latest On the Edge YouTube video "Wealth creation as Carney and Poilievre boost mining & BC reduces risk".
Mining is winning the Canadian election, BC reforms plus Torex Gold and Augusta Gold updates.
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