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03/30/2015
Analysis
Updated: IAMGOLD Corp
IAMGOLD is an emerging major, with production at 850,000 oz. They have 6 operating mines in Suriname (northern South America), Canada (Quebec), Mali, and Burkina Faso. They are currently building a large gold mine in Ontario (Cote with 7 million oz), and... more
03/30/2015
Analysis
Updated: Orvana Minerals Corp
Orvana Minerals is an emerging mid-tier producer. Their 2 million ounce (3 gpt) flagship property in Spain began production in 2012 for a long life mine. They are forecasting 70,000 ounces of production in 2015, which should rise to 100,000 oz. Investors... more
03/28/2015
Analysis
Updated: Ascot Resources Ltd
Ascot Resources has two nice projects. Their Dilworth/Premier project is a gold and silver surface mine in Canada (British Columbia). It is a 2.6 million oz gold resource (.7 gpt), plus 18 million oz of silver (4 gpt). Plus, it has a lot of exploration... more
03/27/2015
Analysis
Updated: Aura Minerals Inc
Aura Minerals is primarily a copper producer. Their Aranzazu copper mine in Mexico was scheduled to produce 18 million lbs in 2014 (however, they put it on care & maintenance because of low copper prices). Plus, they have another large copper mine (Serrot more
03/27/2015
Analysis
Updated: Aura Minerals Inc
Aura Minerals is primarily a copper producer. Their Aranzazu copper mine in Mexico was scheduled to produce 18 million lbs in 2014 (however, they put it on care & maintenance because of low copper prices). Plus, they have another large copper mine (Serrot more
03/21/2015
Analysis
Updated: Azimut Exploration Inc
Azimut Exploration is a project generator focused in Northern Quebec. The upside is unknown because all of their projects are early stage. They have 4 JVs with solid companies (Goldcorp, Hecla, Eastmain, and Everton) and 1.5 million acres of exploration... more
03/21/2015
Analysis
Updated: DELETE - Comstock Mining Inc
Comstock Mining is a gold producer in Nevada. They have a 2.5 million oz resource (1 gpt) and started production in 2012. They have a large 7,500 acre property with significant exploration potential. I expect production to reach at least 100,000 oz long... more
03/21/2015
Analysis
Updated: Kootenay Silver Inc
Kootenay Silver (previously Kootenay Gold) has a dual strategy of being both a project generator and a developer. They have 5 JV deals and a flagship property (Promontorio) that they are developing (at least it appears that way). Their JV deals are in... more
03/20/2015
Analysis
Updated: Strategic Metals Ltd
Strategic Metals is a project generator in the Yukon. Their stock price rose 500% in 2010, and peaked at $4.34 per share in 2011, but has since crashed (along with many gold and silver mining stocks). At today's .24 cent price ($23 million fully diluted), more
03/20/2015
Analysis
Updated: Mirasol Resources Ltd
Mirasol Resources is a project generator with a lot of cash and investments ($22 million). They do not currently have an advanced project, but they have 10 properties in Chile and 20 in Argentina with only 1 JV (Rubi copper/gold project). They sold their... more
03/20/2015
Analysis
Updated: Euromax Resources Ltd
Euromax Resources has significant upside potential, although it is a long term investment and has significant risk. The Ilovitza project in Macedonia has 2.5 million ounces (at .33 gpt). It has a pre-feasibility for 90,000 oz of annual production at $250... more
03/19/2015
Analysis
Updated: Regis Resources Ltd
Regis Resources, an Australian gold producer, was a fantastic investment in 2008 when they traded for 10 cents! It increased to $6 in 2012 and is now back to .98 cents with a $474 million FD market cap. Cash costs are around $800 per oz, plus their... more
03/19/2015
Analysis
Updated: Strategic Metals Ltd
Strategic Metals is a project generator in the Yukon. Their stock price rose 500% in 2010, and peaked at $4.34 per share in 2011, but has since crashed (along with many gold and silver mining stocks). At today's .24 cent price ($24 million fully diluted), more
03/18/2015
Analysis
Added: Osisko Gold Royalties Ltd
Osisko Gold Royalties has two long term NSR deals with two large mines in Canada: Canadian Malartic (5%) and Eleanor (2% to 3%). Combined these two mines will produce more than 800,000 oz for a long time. This is why they have a market cap of $1.1... more
03/15/2015
Analysis
Updated: PPX Mining Corp
Peruvian Precious Metals has a pretty good project in Peru. They are drilling three deposits on their Igor project. So far they have found 930,000 oz of gold equivalent (including silver) at pretty good grades (2 gpt gold and 70 gpt silver). Although... more
03/15/2015
Analysis
Updated: Euromax Resources Ltd
Euromax Resources has significant upside potential, although it is a long term investment and has significant risk. The Ilovitza project in Macedonia has 2.5 million ounces (at .33 gpt). It has a pre-feasibility for 90,000 oz of annual production at $250... more
03/15/2015
Analysis
Updated: Avesoro Resources Inc
Aureus Mining has a very large property in West Africa (Liberia). The New Liberty property is on 75,000 acres with high grade surface gold (1.7 million oz at 3 gpt). They have several targets to increase this total. A recent feasibility study has led... more
03/14/2015
Analysis
Updated: STLLR Gold
Moneta Porcupine has an excellent project in Ontario, Canada. The Golden Hwy property is a 4.3 million oz resource (1 gpt with a 90% recovery rate). They recently released a PEA for 25,000 tpd at 288,000 oz annual production. The capex was high at $600... more
03/14/2015
Analysis
Updated: Galiano Gold Inc
Asanko Gold (formerly Keegan Resources) is an undervalued stock. They have two flagship projects in Ghana heading to production in 2016 and 2018. Esaave is a large open pit project (5 million oz at 1.2 gpt). They own 90% and the Ghana government owns 10% more
03/13/2015
Analysis
Updated: Orosur Mining Inc
Orosur Mining is a producer in Uruguay at 50,000 oz per year. There all-in costs are around $1200 to $1300. The San Gregoria mine is low on resources and production is winding down. They have another mine (Pantanillo) in Chile they can build. It has a... more
03/12/2015
Analysis
Updated: Nicola Mining Inc
Huldra Silver was a small producer in Canada. They have a high grade (10 opt) deposit that could be a low cost mine (because of zinc and lead offsets). They started at 600,000 oz and should have been able to ramp up to 1 million oz annually, and perhaps... more
03/11/2015
Analysis
Updated: Regulus Resources Inc
Regulus Resources has a large copper (1 billion lbs at 3%) and gold (1.6 million oz at .35 gpt) and silver (20 million oz at 4 gpt) project in Argentina. The Rio Grande project (45,000 acres) is close to becoming advanced and requiring a PEA. They still... more
03/08/2015
Analysis
Updated: Serabi Gold
Serabi Mining is a new small producer in Brazil. They are one of the few stocks today that are not cheap. They have a FD market cap of $50 million and a deposit of only 700,000 oz (7 gpt). They will produce 25,000 oz in 2015, and perhaps double that when... more
03/08/2015
Analysis
Updated: Focus Minerals Ltd
Focus Minerals was a mid-tier producer in Australia, but they halted production in 2013 due to high cash costs. They are hoping to resume production at much lower cash costs. My guess is once gold passes $1500 this year, they will resume production. They... more
03/07/2015
Analysis
Updated: Banyan Gold Corp
Banyan Gold is an interesting stock. They have a FD market cap of only $700,000 and an advanced open pit project in the Yukon. The Hyland Gold project is a 350,000 oz (.9 gpt) resource with silver offsets. This could be a 100 bagger if they get into... more
03/07/2015
Analysis
Updated: Northern Dynasty Minerals Ltd
Northern Dynasty currently own 100% of the Pebble project in Alaska. Over $500 million has been spent, yet N. Dynasty's market cap is $62 million fully diluted. And they have no debt and $12 million in cash. Plus, they have 10 billion tons of copper and... more
03/07/2015
Analysis
Updated: New Pacific Metals Corp
New Pacific Metals is a new company. They are cashed up with $22 million in the bank and just began drilling a high grade silver project in China called RZY. It looks promising but will take a few years to drill. The drill results have been very good. 7... more
03/07/2015
Analysis
Updated: Brixton Metals Corp
Brixton Metals is a project generator with a large early exploration project in northern British Columbia. The Thorn project is mostly a silver project, but it also has a lot of gold, copper, lead, and zinc. They have drilled 20,000 meters and released a... more
03/07/2015
Analysis
Added: Callinex Mines Inc
Callinex Mines is an early project generator focusing in Manitoba. They have a good exploration team and some large properties, but nothing advanced. They are currently drilling at their Flin Flon and Pine Bay projects. Both of these appear to be... more
03/06/2015
Analysis
Updated: Signal Gold Inc
Anaconda Mining is a small producer in Canada. They are only producing about 15,000 oz per year at their Pine Cove project in Newfoundland, with all-in costs around $1300 to $1400 per oz. So they are currently losing money to marginally profitable. But... more
03/05/2015
Analysis
Updated: Vista Gold Corp
Vista Gold has a large project in Australia call Mt Todd (9 million oz at .8 gpt and growing, but only 72% recovery rate) with significant upside potential. Their FD market cap is only $38 million, with future reserves valued at $6 per oz. One red flag... more
03/04/2015
Analysis
Updated: DELETE - Highland Gold Mining Ltd
Highland Gold Mining is a mid-tier producer in Russia. They have 3 producing mines and 3 more under development. With a market cap of $184 million, I would say they are very cheap, and a possible 20 bagger. The will produce about 270,000 oz in 2015 and... more
03/03/2015
Analysis
Updated: Lupaka Gold Corp
Lupaka Gold is a near-term producer in Peru with two advanced projects. Their 1 million oz underground Invicta project is supposed to begin production in Q2 2015. It is scheduled for a short mine life of only 6 years, but I would expect it to be a bit... more
03/01/2015
Analysis
Added: DELETE - Josemaria Resources Inc
NGEx Resources has three large copper, gold, silver projects in Argentina. The have FD market cap of $157 million, which is very cheap based on their potential. The key is going to be financing and copper demand. Their first project called Los Helados... more
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