Best Commodity Idea Competition: The Winners

In April, Seeking Alpha invited analysts to participate in a Best Commodity Idea competition. We received 40 submissions. Here’s a look at all the winners as determined by the judging editors:

1) Joffrey Simonet – McEwen: Buy A World-Class Copper Project, Get Gold Upside For Free – McEwen offers a compelling risk-adjusted opportunity with near-term catalysts, anchored by its world-class Los Azules copper project—a uniquely ESG-differentiated asset, which is translating into blue-chip strategic investor support and immensely derisks the project financing—while the current valuation entirely discounts numerous upside sources and MUX’s entire gold business.

2) LA Capital – Alphamin Resources: The High-Grade Tin Miner With A Low-Grade Multiple – Alphamin Resources operates the world’s highest-grade tin mines, delivering elite profitability, a fortress balance sheet, and strong shareholder yield, and it is deeply undervalued; tin’s growth outlook is protected by a vast technological and regulatory moat.

3) Matthew Smith – Mogotes Metals: Possibly The Next Major Deposit In The Vicuna District – Mogotes Metals offers compelling speculative upside as drill results at Filo Sur indicate potential for a world-class copper-gold-silver-molybdenum deposit; near-term catalysts include additional drill results; positive outcomes could drive a buyout in the CAD $500M-$1B range, with downside supported by the Beskauga project in Kazakhstan.

We selected the winners based on how compelling the thesis is (50%) and independent insights (50%).

First place receives an award of US $1,500, second place US $1,250, and third place US $1,000.

Thank you to everyone who participated—we certainly enjoyed reading your submissions. For those who didn’t place, don’t worry, we’ll post another competition in the near future. Stay tuned for more details.

Editor’s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.