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Stockchase Insights Bear Creek Mining BCM-X RISKY Sep 19, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Bear Creek focuses on the production and sale of gold and silver. Net debt of ~$70 mln is on the higher side and operating cash flows are slightly positive ($4.8 mln) over a twelve month basis. We would view it as higher risk but as noted, if silver prices hold up, the name should do ok.
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SELL

He remembers this company coming to his office when he was a portfolio manager, more than 10 years ago. They were talking about how they had this great potential and were going to become a huge silver mine. The stock was in the $6 range, and it really hasn’t done anything in a very, very long time. This is a situation where at some point you have to throw in the towel.

COMMENT

Their Latin America mine is now at the permitting stage. A low grade silver/lead/zinc system. It is partly tracking the rise in metal prices and the expectations that were coming out. They have arbitration going on at the Santa Anna project, so they may get some sort of payout for that. The bigger guys are feeling the worst is over and are now looking down the food chain and starting to acquire smaller companies.

DON'T BUY

He can't predict the price of silver or gold. Eventually, global growth will resume and rising interest rates will hammer silver stocks. BCM is a rising stock, but has no valuation and it's volatile. So, avoid. But the sky's the limit when silver/gold stocks get momentum going.

TOP PICK

They're building a silver mine in Peru, so there's production growth. BCM helps him diversify away from silver in just Mexico. He has a $6 target and considers this is a speculative buy. More volatile than its peers. (Analysts’ price target is $5.05)

BUY ON WEAKNESS

Has it in his special opportunities portfolio. Their mine in progress in Peru is very interesting. He has raised his target to $6. A speculative buy. One of the largest undeveloped projects in the world. Continues to add when the allocation drops. Waiting for it to surf. (Analysts’ price target is $6.00)

TOP PICK

Silver will have massive upside. 80% of silver is a byproduct of copper mining. $6 price target. Likes what's happening in Latin America, positive for mining. No dividend. (Analysts’ price target is $3.80)

BUY

He's not too concerned that mining will be nationalized in Peru. Rise in price of the commodity will pay for the increased taxes long term. Still a safe area, but the US will be the best mining jurisdiction. Speculative buy at $5.75. A small cap, so only a small portfolio allocation. Mercedes mine is a great acquisition.

PARTIAL BUY

Highly leveraged silver play.
Jury still out on skills with regard to production.
Has owned shares in the past.
Will take time to see how company plays out.

DON'T BUY

Decent company if you really like leverage to the silver business. Decimated. Really tough balance sheet. Difficulty with existing operations. Negative cashflow. He's very nervous about its leaving exploration expertise to go into production.

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