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Daily Alert - 1/28/20

Seven analysts have just increased their EPS analysts for this mining stock.

Seven analysts have just increased their EPS analysts for this mining stock.

B2Gold Corp. (BTG)
From Forecasts & Strategies

In fact, mining stocks have been so strong that the fast money has fully embraced the space. That’s also what we want you to do today with our latest buy, Canadian-based gold mining firm B2Gold Corp. (BTG).

BTG is a gold-mining stock with great promise and it could even be a buyout candidate. In 2006, the company was founded by executives from Bema Gold. Since then, B2Gold has built a diversified portfolio of mines in Nicaragua, the Philippines, Mali, Colombia and Namibia with relatively low debt. And most impressively, it’s already making money—a lot of money.

The company’s third-quarter earnings results that were released in November were spectacular, with $311 million in revenue. Earnings came in at nine cents per share in the quarter, up an impressive 125% from the prior-year quarter. BTG also produced a record 258,200 ounces of gold, 7% above the company’s budget. Not only is the Fekola Mine in Mali expected to produce 450,000 ounces of gold this year and 600,000 ounces in 2020, BTG is expected to produce one million ounces of gold in 2020.

In November, the company also announced its first dividend, a modest one cent per share. In general, when a stock pays its first dividend, this is a good sign that the company is confident about the future. Research has indicated that the stocks which start paying a dividend tend to outperform non-dividend payers.

Yet for us, the real key is the relative strength of the stock as this is a proxy for fast money. And in terms of that metric, BTG is riding high, with a gain of nearly 57% over the past 12 months. That performance puts it in the top 8% of all publicly-traded companies in terms of share price performance over the same period.

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With the fast money embracing BTG, its strong fundamentals and a conducive Fed that has desired to keep interest rates steady and the exchange rate lower, now is the perfect opportunity to profit from this gold mining star.

Let’s buy B2Gold at market with a protective stop set at $3.32.

For those willing to take a bigger bet, we recommend the BTG Apr. $5.00 call options (BTG200417C00005000), which last traded for $0.15 and expire on April 17.

Mark Skousen, Forecasts & Strategies, www.markskousen.com, Eagle Financial, 300 New Jersey Ave. NW, Suite 500, Washington, D.C. 20001, January 21, 2020