Subscribe Now - Standard: only $199 per year or Premium: only $299 per year - Click Here
|
|
Login:
News from November 2012Calendar2024NovemberOctober September August July June May April March February January 2023DecemberNovember October September August July June May April March February January 2022DecemberNovember October September August July June May April March February January 2021DecemberNovember October September August July June May April March February January 2020DecemberNovember October September August July June May April March February January 2019DecemberNovember October September August July June May April March February January 2018DecemberNovember October September August July June May April March February January 2017DecemberNovember October September August July June May April March February January 2016DecemberNovember October September August July June May April March February January 2015DecemberNovember October September August July June May April March February January 2014DecemberNovember October September August July June May April March February January 2013DecemberNovember October September August July June May April March February January 2012DecemberNovember October September August July June May April March February January 2011DecemberNovember October September August July January 2010October
11/30/2012
Analysis
Updated: Mandalay Resources Corp
Mandalay is an emerging mid tier silver producer (they also produce gold). They are not significantly undervalued because they have low resources, but the management team is aggressive and is trying to increase production. They have several red flags:... more
11/30/2012
Analysis
Updated: Centamin Plc
Centamin Plc is a mid tier producer in Egypt. In October 2012, a court ruling removed Centamin's rights to mine in Egypt. This is currently under appeal. Because this is a 50/50 JV with an Egyptian government agency, it will likely be overturned. However, more
11/25/2012
Analysis
Updated: Heliostar Metals Ltd
Redstar is a project generator without an advanced stage project. However, they have 5 JV’s on their 16 properties and likely will add more JVs. All they need is to find one large mine to make them a 5 bagger, because their fully diluted market cap is... more
11/24/2012
Analysis
Updated: Bear Creek Mining Corp
I loved Bear Creek Mining until June 25, 2011. That was the day the President of Peru did the highly unusual act of revoking the mining rights at their Santa Ana project. He did this because of political pressure from local resistance to the project in... more
11/24/2012
Analysis
Updated: Gogold Resources
GoGold Resources has potential, but the risk is substantial. They have a large property (175,000 acres) in the Sierra Madre belt in Mexico, called San Diego. They have just begun drilling and have two significant discoveries. Both the Breccia Hill... more
11/23/2012
Analysis
Updated: Orea Mining Corp
Columbus Gold is a long term high speculation stock, but the upside potential is significant. They have 27 properties in Nevada that are all early exploration (10 are JVs). Nine are being drilled in 2012 (23,000 meters). They (or their partners) only... more
11/23/2012
Analysis
Updated: Resource Capital Gold Corp
Reliance Resources is a high risk speculation stock and a long term investment. I like their chances, but I am not an investor because of the high risk and the fact that they have not yet found a mine. They are exploring in areas where gold is commonly... more
11/22/2012
Analysis
Updated: Bravada Gold Corp
Bravada Gold has a tiny market cap of only $8 million fully diluted. They have 18 Properties in Nevada with significant exploration potential. The company was a roll out from Bravo Gold and is a relatively new project generator. Argonaut Gold has a 3... more
11/17/2012
Analysis
Updated: Xtra-Gold Resources Corp
Xtra-Gold is a project generator with one property in Ghana, Africa The Kibi project has significant potential. It is on 55,000 acres and has 4 deposits that they are drilling. Zone 2 had a 43-101 resource estimate in 2012 of 400,000 oz at 2 gpt (near... more
11/17/2012
Analysis
Updated: Mawson Gold Limited
Mawson Resources is a new project generator focusing in Sweden and Finland. They do not yet have any JV deals, but they have a big project in Sweden called Rompas. Soil samples have averaged 3 opt, and 171 samples averaged 30 opt. They began initial... more
11/17/2012
Analysis
Updated: Perpetua Resources Corp
Midas Gold is highly undervalued. They have a very large project in Idaho that is heading to production around 2017. Golden Meadows is a 7 million oz resource (1.6 gpt) that is growing in size, and has significant exploration potential. They have a fully... more
11/16/2012
Analysis
Updated: DELETE - Evolving Gold Corp
Evolving Gold is a relatively new project generator, led by excellent geologists. They have several exciting properties. Their Rattlesnake Hills project in Wyoming is on 14,000 acres and has had 225 holes drilled (76,000 meters). Based on drill results,... more
11/16/2012
Analysis
Updated: Southern Arc Minerals Inc
Southern Arc is a project generator, meaning that they stake and drill. Their objectives are not to mine gold, but to find it and option it to a partner (called a Joint Venture). They
have 4 properties in Indonesia that have substantial potential. The... more
11/15/2012
Analysis
Added: Solitario Resources Corp
Solitario Exploration & Royalty has a late stage project (Mt Hamilton) in Nevada that looks promising. It is a relatively small project at 1 million oz (.8 gpt), but it has a small capex ($72 million) and is a low cost surface mine. I would expect the... more
11/15/2012
Analysis
Updated: Goldgroup Mining Inc
Goldgroup is a highly undervalued small producer in Mexico, with two nice projects in their pipeline. Their 100% owned Caballo open pit project will produce 100,000 oz in approximately 2016. They still need final permits and financing, but the capex is... more
11/10/2012
Analysis
Updated: Atlanta Gold Inc
Atlanta Gold is a highly undervalued stock. They have a $10 million fully diluted market cap and are likely to have a 1.5 million oz resource in 2-3 years. It is already 1 million oz at 3.8 gpt. The plan to bulk sample 15,000 oz in 2013 and 2014 to... more
11/10/2012
Analysis
Updated: Loncor Resources Inc
Loncor Resources has considerable upside potential. It is a new company with 5 million acres of exploration potential in the DRC (Democratic Republic of Congo). When I looked at them last year, they had a fully diluted market cap of $113 million. I... more
11/10/2012
Analysis
Updated: Americas Gold & Silver Corp
Scorpio Mining is a solid silver producer focused in Mexico. They have all the factors to be successful: excellent properties, growth potential, low costs, good location, and a good management team. Perhaps the only negative is their share structure, but... more
11/10/2012
Analysis
Updated: First Majestic Silver Corp
First Majestic Silver was my favorite stock in January 2009. Since then it has increased in value from $1.25 per share to $24. They have several monster properties in Mexico that are all long life medium to high grade silver mines. Production will... more
11/10/2012
Analysis
Updated: Emergent Metals Corp
Emgold Mining is a high risk / high reward speculation stock. They have a market cap of $6 million fully diluted and their future reserves are valued at $2.50 per oz. If they do make it into production, those reserves are likely to be valued over $100.... more
11/09/2012
Analysis
Updated: Silver Bull Resources Inc
Silver Bull Resources appears to be highly undervalued. They have already found 82 million oz (45 gpt), which qualifies as a long life flagship mine. The property is on 48,000 acres which is very large for exploration possibilities. This stock looks like... more
11/09/2012
Analysis
Updated: Tinka Resources Ltd
Tinka Resources rose 50% in value the past 12 months. Last year I had it highly undervalued and a likely 3-5 bagger long term. However, that assumes they build and operate the mine. Until they make the commitment to build the mine, I would hold off... more
11/05/2012
Analysis
Updated: Pan American Silver Corp
Pan American Silver is one of the best silver majors. They plan to increase production from 24 million oz to 30 million oz by 2016. As long as silver prices stay high, they are going to be a cash flow machine. I see them as a likely 3 bagger by 2015, and... more
|
Follow us on: