118 Metals and Mining Companies at 52-Week Low

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Apr 22, 2013
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The GuruFocus 52-week low screener reveals that 118 companies in Metals and Mining are at a 52-week low, five companies are at a 52-week high and the low/high ratio is 23.6.

Here’s a global tour of four 52-week low stocks among mining companies around the world. First stop is Russia because Polyus Gold's revenue growth is high.

Russia: Polyus Gold OJSC (OPYGY, Financial)

The GuruFocus 52-week low screener reveals that Polyus Gold (OPYGY), the largest gold producer in Russia and the third largest gold mining company in the world, is at a 52-week low of $14.3 (high was $20.7).

According to the GuruFocus Value Screen for 52-week lows, OPYGY is 30.9% off high. Polyus Gold is a company with high-quality reserves and a long mine life according to Fitch Ratings. Polyus Gold controls 87.5 million ounces of gold reserves as of the year-end 2012. The company’s revenue growth (annual rates per share) is 87% over five years, and 42.4% over the last 12 months.

1366665281466.pngOPYGY data by GuruFocus.com

Chile: Antofagasta PLC (ANFGY, Financial)

The GuruFocus 52-week low screener also shows that the copper mining company Antofagasta PLC (ANFGY), based in Chile's Antofagasta Region, is at a 52-week low of $27.57 (high was $45.31).

The GuruFocus Value Screen for 52-week lows shows that ANFGY is 39.2% off high. No Gurus are currently invested in this copper, metals and minerals company with interests in water distribution. The last Guru out, Ken Fisher sold out in the quarter ending Sept. 30, 2012, selling 1,195,200 shares at an average price of $35.99, for a 22.9% loss.



Alaska: Novagold Resources Inc. (NG, Financial)

Novagold Resources Inc. (NG) is also at a 52-week low of $2.37 (high was $6.87). Novagold Resources is focused on mining gold properties, along with significant copper and silver resources. The company's properties include a 50% stake in Alaska’s gold-laced Donlin Creek.

According to the GuruFocus Value Screen for 52-week lows shows that NG is 65.5% off high, but a number of billionaire investor Gurus are holding this gold mining company. The largest Guru stakeholder is John Paulson, founder of Paulson & Company and the Paulson Gold Fund, followed by Guru Seth Klarman of The Baupost Group.

Paulson’s average cost on 35,970,518 shares is $6 per share with a loss of 61% since he first bought NG in first quarter 2010.



Seth Klarman’s average cost on 21,688,300 shares is $7 per share with a 66% loss since he first bought NG in third quarter 2011.



Canada: Pan American Silver Corporation (PAAS, Financial)

The GuruFocus 52-week low screener also reveals that Pan American Silver Corporation (PAAS) is at a 52-week low of $12.18 (high was $22.82).

The GuruFocus Value Screen for 52-week lows, shows PAAS is 46.65% off its high. A number of investor Gurus are holding this silver mining company, led by largest stakeholder Chuck Royce of Royce & Associates. Guru Royce owns 10,001,527 shares as of March 31, 2013. Royce’s history shows only losses since the second quarter 2008, with the average price of shares bought at $24.91 per share at a 51% loss; and for shares sold an average price of $20.98 per share with a loss of 41%.



Check out the GuruFocus special feature 52-week low screener. This special feature helps you find the stocks hitting new lows but are still held by top investor Gurus and Insiders.



If billionaire Gurus own these stocks and are still increasing their positions, it means that they believe the stocks are undervalued. Researching these stocks may help you find deep valued stocks.