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10/13/2012
Analysis
Updated: DELETE - Comstock Mining Inc
Comstock Mining looks like a 5 bagger. They have a 3 million oz resource (1 gpt) and started production in 2012. With their exploration potential, I expect production to steadily rise, reaching 200,000 oz long term. They understand the geology and are... more
10/13/2012
Analysis
Updated: Excellon Resources Inc
Excellon Resources appears to be a slam dunk 3 bagger if they can expand their resources in Mexico (two properties with 100,000 acres). However, I have my doubts. I'm a stickler for management, and I did not like their company presentation, nor their web... more
10/13/2012
Analysis
Updated: DELETE - Guyana Goldfields Inc.
Guyana Goldfields is an exciting company with a lot of upside potential and relatively low risk – other than timeline risk. This company will likely be a 5 bagger long term. It will be a while before they begin producing (2014 or 2015), and development... more
10/13/2012
Analysis
Updated: Minco Silver Corp
Minco Silver is highly undervalued. Especially for a company that is very close to building their first mine (construction should begin in 2014). They have a monster deposit (150 million oz and growing) that is an anomaly. It is high grade at 6 opt and... more
10/13/2012
Analysis
Updated: Oceanagold Corp
OceanaGold is solid mid tier producer. The have 10 million oz in resources (1 gpt) and will increase production from 250,000 oz in 2012 to 500,000 oz in 2016. I had them as a top pick, but now must remove them because their upside has diminished. They... more
10/12/2012
Analysis
Updated: Chesapeake Gold Corp
Chesapeake Gold is highly undervalued. They have a huge project in Mexico (Metates) heading towards production around 2017 at about 770,000 oz of gold equivalent. Yet, their fully diluted market cap is only $410 million. Future gold reserves are valued... more
10/12/2012
Analysis
Updated: Endeavour Silver Corp
Endeavour Silver is another star performer in the silver production category. They have everything working. They are expanding production and reserves at a fast rate. They have low costs, and lots of cash to grow organically. They are no longer cheap,... more
10/12/2012
Analysis
Updated: Fortuna Mining
Fortuna Silver has performed well the last couple of years from a management perspective. They have $60 million in cash and no debt and are forecasting a production increase for the next two years reaching 5.5 million ounces (silver equivalent, including... more
10/12/2012
Analysis
Updated: Silvercorp Metals Inc
Silvercorp is an emerging major (my definition). I like this company. They have extremely low costs (below $1 in 2012), no debt, lots of cash ($142 million), and are planning to double production from 5 million oz in 2012 to 10 million in 2014. The... more
10/07/2012
Analysis
Updated: Rio2 Ltd
Atacama Pacific Gold has a large gold project in Chile. It is a 4.5 million oz, low grade (.5 gpt) oxide surface mine. They just completed phase 3 drilling and have begun a scoping study. I would expect them to now begin to progress toward production in... more
10/07/2012
Analysis
Updated: Paramount Gold Nevada Corp
Paramount Gold is a project generator. They have two large projects (San Miguel and Sleeper) that are long life mines with exploration potential. They already have identified 5+ million ounces, and it looks likely that will grow to 6+ million. That is a... more
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