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04/30/2014
Analysis
Updated: Western Copper & Gold Corp
Western Copper and Gold has a huge copper/gold project in Canada (Yukon) called Casino. If they can get financing ($2.5 billion capex), and both copper and gold prices hold up, this could be a 25 bagger. If you value this as a 300,000 oz per year long... more
04/29/2014
Analysis
Updated: Evolution Mining Ltd
Evolution Mining is a solid mid tier producer. They have five producing mines in Australia and will produce 425,000 oz in 2014. They have moderate cash costs ($800 per oz). They need to improve their balance sheet with $142 million in debt. And with 7... more
04/27/2014
Analysis
Updated: Silver Bear Resources Plc
Silver Bear Resources has a large (125,000 acres) late stage project in Russia. Their Mangazeisky project is a 60 million oz resource of extremely high grade silver (350 gpt). And this property has very good exploration potential (18 mile corridor of... more
04/27/2014
Analysis
Updated: Majestic Gold Corp
Majestic Gold is a small producer in China. They are currently producing 20,000 oz (they get 75%) and should reach full production of 105,000 oz in about 18 months. Their Song Jiagou flagship project in China is supposed to be a low cost mine with high... more
04/27/2014
Analysis
Updated: DELETE - Oroco Resource Corp.
Oroco Resources is another case study of why investing in gold mining stocks is so risky. They had an advanced project called Cerro Prieto that was on the verge of getting financed and developed into production. It was a 500,000 resource (M&I .7 gpt)... more
04/26/2014
Analysis
Updated: Mundoro Capital
Mundoro Capital is a new project generator with 9 properties in Mexico on 500,000 acres and another 8 properties in Serbia and Bulgaria. All of their properties are early exploration and they have significant plans to drill. They have $12 million in... more
04/21/2014
General
Americas Bullion Royalty
I don't especially like Americas Bullion Royalty, but they are the poster child for the dysfunction of miners. They have $35 million in cash, no debt, and are royalty play, yet they have a FD market cap of $13 million. It looks like a no-brainer 100% return unless gold prices never recover.
http://www.goldsilverdata.com/company/210-Americas-Bullion-Royalty-Corp.html
http://www.fscwire.com/newsrelease/americas-bullion-receives-final-1395-million-usd-payment-royalty-sale-completes... more
04/21/2014
Analysis
Updated: Minnova Corp
Auriga Gold is a possible near-term producer – if they can get financing. Auriga wants to begin production on their Maverick property (5,000 acres) in Manitoba. However, in their March 2013 MDA, they are looking for a JV partner or to sell the project.... more
04/19/2014
Analysis
Updated: Silver Predator Corp
Silver Predator Corp. is a new company. I had high hopes for the direction they were going in. Their Taylor mine is a 20 million oz (60 gpt) silver resource on a past producing mine. The capex should be low and I expected them to do a PEA and fast track... more
04/19/2014
Analysis
Updated: Silver Range Resources Ltd
Silver Range Resources is a new spinout from Strategic Metals. They are going to help Strategic Metals explore some of their properties. The first big project is Silver Range, a district size property (100,000 acres) with 24 known areas of silver... more
04/19/2014
Analysis
Updated: St. Augustine Gold & Copper Ltd
St. Augustine Gold & Copper has a very large project in the Philippines (King-king). Even when reducing resources and future cash flow to represent their 60% ownership (and 80% recovery rate), this is a potential 10 to 20 bagger at higher gold prices.... more
04/18/2014
Analysis
Updated: Robex Resources Inc
Robex Resources has an excellent property called Nampala (1.5 million oz at .7 gpt and growing). The problem is the location: Mali. Are investors going to invest in Mali when they have a major political situation in northern Mali, where the city of... more
04/13/2014
Analysis
Updated: Independence Gold Corp
Independence Gold is new project generator. Their 3Ts project (12,000 acres) in British Colombia is quickly becoming advanced. It has 350,000 oz of gold at good grades and 10 million oz of silver for offsets. 3Ts looks like it will grow into a mine and... more
04/13/2014
Analysis
Updated: Orogen Royalties Inc
Evrim Resources is a new project generator. They obtained 6 early exploration projects in Mexico from Kiska Metals for a stake in the company. They have 4 JVs/Alliance deals with Inmet,Valle, Silvercrest, and ArcelorMittal, but some are early exploration... more
04/12/2014
Analysis
Added: Anglo Asian Mining Plc
Anglo Asian Mining is a small gold producer in Azerbaijan. In 2013, they produced 52,000 oz at cash costs under $600 per oz. Thus, they are profitable. Their Gedabek surface mine has been in production since 2009 and has 500,000 in reserves. This total... more
04/11/2014
Analysis
Added: Transition Metals Corp
Transition Metals is a project generator with 30 projects (500,000 acres) in Canada and 3 JVs. They are focusing on 5 projects: 2 gold, 1 copper, and 2 nickel, copper, and PGMs. All are early exploration. They have a small FD market cap of $7 million.... more
04/08/2014
Analysis
Added: DELETE - Stakeholder Gold Corp
Stakeholder Gold is a project generator who recently obtained a 49% option on a large 10,000 acre property in Nova Scotia (Bass River). They also obtained the ROFR (right of first refusal) for the remaining 51%. This property has two large copper/gold... more
04/06/2014
Analysis
Updated: Spanish Mountain Gold Ltd
Spanish Mountain is highly undervalued. They are forecasting 200,000 ounces of production at their Canadian mine and they have a fully diluted market cap of $15 million. Their future reserves are valued at $4 per oz. Even if they give away half of the... more
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