UK listed natural resources/commodities stocks that could well double in 2006...

My top choices are, in order of preference. (Why are we restricted to the UK? Most of the excitement and volatility in in Canada.)


NOT UK LISTED: Silvercorp (SVM.TO) already more than tripled this year but when it gets its mining licence, releases news hopefully doubling resources and more news of high grades beyond 350m could easily double again.

South China Resources (SCR). I have spoken / emailed with the chairman Alastair Clayton a few times and although the management team is young-ish they have some super high grades and massive infrastructure support. May be subject to delays but once assays are out and financing arranged I expect very very strong returns

Avocet Mining (AVM). Woefully undervalued, especially as the seniors have had such a good run. Taror and Chore news could push the share much higher.

Higher Risk
===========

Kryso (KYS). Very quiet at the moment but I think a strong news release in a few months will prove the resources and give visibility on how their gold will be mined.

Central China Goldfields (GGG). Its just very very cheap. I think that the China plays (SCR, SVM, and AVM to some extent) will increase in value as one sees that the Chinese are desperate for mining expertise - their existing mines are inefficient, dangerous and poorly designed.

Even Higher Risk
================

Aim Resources (AIMR). When funding issue is resolved I reckon could just about double in the months following, as for example Kenmare did after their funding was sorted. Until then I think it will tread water.

Ridge Mining (RDG). Every dog has its day, right? This could be the year for ridge. AFter all many platinums are up in SA this year despite the strong Rand and palladium is increasing in price.

NOT US LISTED: Bear Creek (BCM.TO). More good drilling news and a spike in the silver price and this just might double.


I own these mining stocks (ordered by size of holding the top 5 are >50% of my portfolio the top 15 are 75%), many of them are small holdings just to make sure I keep an interest. I see no others as strong candidates for doubling though:

Silvercorp, Avocet, South China, Endeavour, Kenmare, Asia Energy, RNC, Cambrian , Uranium, Mercator, QGX, Griffin, Euro Min, Ivernia, North American, Bear Creek, Marakand, Coal International, Standard, UrAsia, Consolidated, Central China, Roca, Oriel, Anatolia, Hambledon, Celtic, Peter Hambro, Golden Star, Cluff, Farallon, African Eagle, Uruguay, Southwestern, Aim Resources, Inca Pacific, Petra, Ridge, Altius, Centamin, Excellon, Kryso, Eagle Plains, Serabi, Nevsun, Mana, Toledo, UR Energy, Ormonde, Almaden, Atna, Fronteer, Pan Africa, Caledon, Strathmore


I dont hold but also like the story in African Copper (ACU)