visual capitalist: the top 10 metals stocks for 2015

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PRECIOUS METALS STOCKS TO WATCH IN 2015

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Page 1: Visual Capitalist: The Top 10 Metals Stocks for 2015

PRECIOUS METALSSTOCKS TO WATCH IN 2015

Page 2: Visual Capitalist: The Top 10 Metals Stocks for 2015

Dear subscriber,

Over the last month, our team has systematically evaluated hundreds of precious metals opportunities in our extensive company database. After narrowing it down to only ten companies, we are pleased to present our Tickerscores Top 10 for the entire year of 2015.

We started the concept of the Tickerscores Top 10 in early 2014, and have since beat the Venture Index with each report. After our Autumn report, we even had a company (Cayden) get bought out just days after release, creating huge gains for our subscribers.

The metals market as a whole has been frustrating for speculators, but we think the tide is turning. In 2014, gold was actually the second best perform-ing currency in the world behind the USD.

So far in 2015, it is now up 7% as of time of writing. Remember: all bear market eventually turn into bull markets. Now is possibly the time for life changing returns.

If you are not already a subscriber to Tickerscores.com, we highly recom-mend it for its simplicity, breadth, and independent focus. We rank hundreds of companies by using quantitative variables such as: insider ownership, pro-ject economics, company financials, resource size and grade, drill hole eco-nomics, and other important metrics.

We also send out a great weekly email that wraps up market trends, precious metals trends, and provides in-depth coverage of our Stock of the Week - opportunities that are timely and could provide big potential to subscribers. We've now had several of these bought out just in the past year.

We are the only ones who do this and it costs just over a dollar per day to have access year round. (Get a free 14-day trial for Tickerscores here).

Happy hunting,

Jeff DesjardinsPresident, Tickerscores.com

Jeff DesjardinsPresident of

Special note: Political risk is also vital to consider prior to making your investment decision. For the second consecutive report, we have part-nered with IN-D-TEL International to provide an assessment on politi-cal, social and security risks for the projects below. Canada based Chief Risk Officer, Charles Dumbrille, works with his global sources to provide the assessments to best guide you with your investment decisions.

Page 3: Visual Capitalist: The Top 10 Metals Stocks for 2015

www.tickerscores.com

Key Benefits

COMPREHENSIVE RESEARCH ON MORE

450 PRECIOUS METALS STOCKS. THAN

LEARN MORELEARN MORE

Coverage of 450 precious metals stocks

100% independent andunbiased

Power Rankings of topcompanies by score

Publications: Weekly Trends and Tickerscores Top 10

Page 4: Visual Capitalist: The Top 10 Metals Stocks for 2015

Share Price: N/A (Jan 15th, 2015)

Our Top 10 Reports were created to give the Tickerscores team an opportunity to both give in-depth views on the high scoring companies throughout the database as well as cover stocks that had uniquely high value from a more qualitative point of view.

Such companies may not be properly represented in our regular data-base as their assets and upside are usually more difficult to quantify. Montan Mining is one of these types of opportunities. Montan is an extremely early stage company that has the rare combination of timing, experience, perfect share structure, and opportunity all working in its favour.

Simply put: Montan is an opportunity for speculators to play the near-bottom of the resource market.

The company, currently existing as Montan Capital (MO.P) under the leadership of Ryan Fletcher, has secured a deal to acquire quality mining exploration assets in Peru at rock-bottom prices. The company is amal-gamating with Strait Minerals (SRD.V) in a reverse-takeover deal to pro-duce a newly formed entity called Montan Mining Corp.

Strait Minerals has ranked in the top three Peru exploration companies in our past two Tickerscores updates. As of our last update, they had the highest scoring drill score economics in the region.

The shares of Montan Capital (MO.P) itself are currently halted, as per the policies of the Exchange while undergoing a Qualifying Transaction. However, if and when the transaction goes through, the shares will become free trading.

MONTAN MINING CORPTrading symbol to be announced

ExplorationStage

Page 5: Visual Capitalist: The Top 10 Metals Stocks for 2015

Share Price: N/A (Jan 15th, 2015)

The new company expects to raise a minimum of $1.5 million concurrent with the amalgamation. This additional financing is not a requirement for closing of the transaction.

While investors may be skeptical about new early-stage companies rais-ing money in the current market environment, Montan has several factors working in its favour to suggest that this would be successful. These include: a new and experienced management team, a strong potential Latin American shareholder base through Luis Zapata (Director), a new exploration model, a good share structure, and access to global contacts and shareholders.

Financial

Page 6: Visual Capitalist: The Top 10 Metals Stocks for 2015

Share Price: N/A (Jan 15th, 2015)

After the completion of this raise, we expect Montan to be extremely conservative with expenditures. As this is a play on the “market bottom”, any misguided spending or dilution before the market picks up would be very costly to stakeholders.

The company will have the following share structure pre-financing:

The management team of the newly merged company will feature four directors from the Montan side, and one from Strait. Expected to take over the role of CEO is Ian Graham.

Mr. Graham’s previous roles include Chief Geologist with the Project Gen-eration Group at Rio Tinto, as well as exploration geologist roles with Anglo American. He has been involved with pre-development work on multiple key deposits including the Diavik Diamond Mine in NWT, Canada.

Financial (cont.)

Management

Basic SharesOutstanding

Strait Minerals(after 10:1 consolidation)

Montan Capital Pro Forma“Montan Mining Corp”

Options

Fully DilutedS / O

6,203,258

520,000

6,723,258

8,000,000

800,000

8,800,000

14,203,258

1,320,000

15,523,258

at $1.50 ave at $1.20

Page 7: Visual Capitalist: The Top 10 Metals Stocks for 2015

Share Price: N/A (Jan 15th, 2015)

While between Mr. Graham and other board members there is a plethora of experience in mining exploration and Peru, a particularly important part of the team is Ryan Fletcher. Previously with Zimtu Capi-tal and helping initiate the worldwide exploration charge towards graphite (which benefited Zimtu stakeholders greatly), as well as other corporate and project successes and lessons, Mr. Fletcher is a co-founder and workhorse behind this deal.

From a Tickerscores perspective, Strait’s original ranking (before this acquisition) was poorest in the management category. G&A expendi-tures were highest in the region in our last two updates at around 90%. With the change in management team, this is set to improve.

Notable Rankings:

#3 out of 9 Peru Exploration Companies

#4 in Project Score for Peru Exploration

Management (cont.)

Peru How does Montan compare?

Tickerscores calcu-lates a score for each company using 20+ empirical variables and comparing them with over 450 precious metals stocks around the world. This system is 100% independent so that investors can get a clear and unbiased picture of a company's health in different categories.

About this section MANAGEMENT SCORE 27/100

63/100

35/100

FINANCIAL SCORE

OVERALL SCORE

MANAGEMENT SCORE 30/100

34/100

23/100

FINANCIAL SCORE

OVERALL SCORE

STRAIT MINERALS35

.

PERU EXP. AVG

23(What is a Tickerscore?)

Ranking based on Strait Minerals’ financials and assets.

Page 8: Visual Capitalist: The Top 10 Metals Stocks for 2015

Share Price: N/A (Jan 15th, 2015)

Management Ownership

Institutional Ownership

Ryan Fletcher 465,000

Ian Graham 250,000

Michel Robert 250,000

James Borland 218,277

Luis Zapata 100,000

ProjectedManagementOwnership

8.3%

ProjectedInstitutionalOwnership

29% Teck Resources 900,000

Zimtu Capital Corp 1,552,500

Peru Founding Shareholders 2,000,000

*Pre any additional participation with QT financing

Page 9: Visual Capitalist: The Top 10 Metals Stocks for 2015

The key focus of the Montan management team has been on the 100%-owned 26 sq. km Alicia Project, located south of Cuzco.

The project is located in the middle of the Andahuaylas-Yauri metallogenic belt in southeastern Peru. The belt contains over 30 porphyry and skarn deposits and prospects, several of which are considered world class.

Strait Minerals spent over $2 million on Alicia including an initial 15-hole drill program in 2011. In 2013, Teck spent a further $3 million on a 10-hole, 4,000m program.

Early this year, Teck decided not to exercise their option to con-tinue working on Alicia. The porphyry intrusives were the primary target, as this would be the type of deposit that would move the needle for a large company such as Teck. While results were promising, it was not enough for Teck to keep it in their slashed exploration budget for the following year.

Montan’s team, however, has a different point of view. In the current market environment, Montan sees early stage porphyries as a money pit. Such deposits are typically low-grade, extremely vast, and require heavy financing and time to prove up the resource. Instead, Montan is looking at the skarn deposits for initial upside. These have the potential to be lower CAPEX, higher grade, and more appropriate for the current market environment.

Some highlights of skarn intersections from Strait’s 2010 program are listed on the following page. Of the 7,012 meters of drilling on the property to date, only 1,956 meters has predominantly targeted the skarn mineralization. Nine skarn zones have been identified to date, with potential of these zones to expand along the contact of the intrusive body (porphyry), as well as the possi-bility for replacement down dip within the limestone unit. These extensions along strike and down dip will most likely be the focus of the company during the next phase of drilling.

Share Price: N/A (Jan 15th, 2015)

Project Alicia

Page 10: Visual Capitalist: The Top 10 Metals Stocks for 2015

All holes retrieved copper-gold-silver values over a strike length of 600 metres

Strait Minerals Drilling Highlights (2011 program)

25.7 metres grading 1.26% copper and 0.14 g/t gold

33.0 metres grading 1.27% copper and 0.13 g/t gold

50.5 metres grading 0.64% copper and 0.08 g/t gold

Share Price: N/A (Jan 15th, 2015)

Project Alicia

Page 11: Visual Capitalist: The Top 10 Metals Stocks for 2015

In the most recent assessment, there were 81 mining con-flicts taking place in Peru; 7 of those conflicts were mining-related conflicts in Ancash, where the Letra Rumi South and Culbrilla work projects are taking place. The Alicia project is in Cusco, where there are 6 mining related conflicts. With regional disputes near these sites, there is a need for a strong CSR platform and community relations as the project gets off the ground.

There is an age-old saying that “luck” is when preparation meets opportunity. If that is true, it is not actually luck at all. It’s about having everything in place to take advantage of market circumstances.

Montan Capital has existed as a Capital Pool Company (CPC) for years being patient for the right opportunity. Waiting on the sidelines, the team has decided the time is now and is ready to steam ahead forward with its Qualifying Transaction and RTO of Strait Minerals.

This is a high-risk and early stage company, but the combi-nation of Strait’s assets with Montan’s team and structure could be an effective speculation to play the bottom in precious and base metal mining exploration companies.

Note: The shares of Montan Capital itself are currently halted, as per the policies of the Exchange while undergoing a Qualifying Transaction. However, once the transaction of the merged company goes through, the new company's shares will become available. This is expected to happen sometime in early March.

Share Price: N/A (Jan 15th, 2015)

Political Risk

Outlook

Political Riskassessment done by IN-D-TEL International, a political risk consultancy out of Vancouver, B.C.

www.indtel.ca

About this section

Page 12: Visual Capitalist: The Top 10 Metals Stocks for 2015

Completion of RTO and Qualifying Transaction

Announcement of other acquisitions

Initiation of work program at Alicia

Share Price: N/A (Jan 15th, 2015)

Catalysts