Surveying 14 Silver Stocks

Fri, 01/27/2012 - 13:00 EDT - Seeking Alpha

By Marco G.:From the understanding that silver often leads a rally in small cap resources stocks as depicted in this previous article, the author set out to survey the silver companies exhibiting at the recent Vancouver Resource Investment Conference running January 22 and 23, 2012. One point that I noticed from the show was the focus on production; the reduction of risk with having a cash flow incoming. Another factor was that a new number for comparison of silver companies was found and this was utilized for possible stock selection in this writing.
Silver Buyout Benchmark Increases
On January 23, 2012 morning, Pan American Silver Corp (PAAS) offered $1.5 billion to take over Minefinders (MFN) in a stock and cash deal. Surprisingly, investors disapproved of the deal driving Pan American shares down 10% for the day. The deal was worth about $15.60 per share or a 36% premium for Minefinders. Minefinders producedComplete Story »

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Pan American Silver's Acquisition Of Minefinders Is Highly Dilutive
By Chris Mack:As long-term shareholders of Pan American Silver (PAAS), who've held it for more than a decade, we were surprised to hear that its management has decided to purchase Minefinders (MFN) - whose PE ratio is roughly twice that of PAAS. We've taken a closer look at the proposed financials, and the deal does not add up.
My Top 3 Silver Miner Stocks
By Simit Patel:I recently acquired some shares of Pan America Silver Corp. (PAAS) indirectly; these were shares given to previous shareholders of Minefinders (MFN), a company which Pan American just acquired.
Pan American Silver CEO Outlines Benefits Of MFN Acquisition
By Chris Mack:Geoff Burns, the CEO of Pan American Silver (PAAS), was kind enough to give us an exclusive interview explaining management's reasoning behind their bid for Mine Finders (MFN) in response to our recent article PAAS Acquisition of MFN is Highly Dilutive.
What Pan American's Minefinders Acquisition Means For The Sector
By Simit Patel:A big story for those focused on precious metal mining stocks is Pan American Silver's (PAAS) acquisition of Minefinder (MFN) -- a deal worth over $1.5 billion. Is this the start of the much anticipated consolidation in the mining sector?
Shire Acquisition Spree Can Continue Long After Baxalta Deal
Shire PLC (ADR) (NASDAQ:SHPG) is currently in hot pursuit of Baxalta Inc. (NYSE:BXLT), but it retains significant firepower to strike several more deals in the rare diseases segment. Flemming Ornskov, CEO Shire, has already gone on record to say that his company can be open to bolt-on deals in a “string of pearls” strategy, alongside bigger transactions.
Pan American Silver Remains A Cheap Play On A Recovery In Silver Prices
By Dr. Duru: On May 24, 2012, I wrote "As Gold and Silver Reawaken, It Is Time to Buy Cheap Miners like Pan American Silver." I relayed the case for the cheapness of the valuation on Pan American Silver Corp. (PAAS) from former Board Member Bill Fleckenstein ("Fleck"):
Pan American Silver Has The Cash To Survive And Thrive
By Prudent Finances: By Ivan Y.
Pan American Silver Turns The Corner
By David Urban:Pan American Silver (PAAS) has spent most of the past year quietly restructuring their project portfolio and creating value to be unlocked in the future.
Pan American 1Q Profit Drops On Minefinders Takeover, Dolores Mine Will Boost Production in 2012
By Alex Letourneau of Kitco News http://www.kitco.com/ Editor?s note: Catch the Latest Happenings with Kitco Video News! (Kitco News) - Pan American Silver Corp.'s (TSX: PAA;)(NASDAQ: PAAS) first-quarter profit took a hit with its acquisition of Minefinders Corp. Ltd. on March 30 but the company expects the Dolores mine, which belonged to Minefinders, will sweeten ...
Farewell Precious Metal Stocks, Again
Michael K. Dawson submits: Investors are attracted to mining stocks due to their leverage to underlying metal. When the leverage doesn’t materialize there is always a lot of questioning. The current divergence between physical Gold & Silver and the Gold & Silver Miners is as large as I can recall since I began following the sector in 2002.

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