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05/31/2015
Analysis
Added: Trailbreaker Resources
Goldstrike Resources is a early project generator in the Yukon. They have a large property (Plateau) that appears to have a gold discovery. They are ready to do more drilling, but are low on cash. Investors have not abandoned them like they have many... more
05/30/2015
Analysis
Updated: Bayhorse Silver Inc
Bayhorse Silver (formerly Kent Exploration) had a good property (Gnaweeda) and spun it out into a new company (Archean Star). That left shareholders with 3 early exploration projects in New Zealand. That was not shareholder friendly, as that property... more
05/29/2015
Analysis
Updated: Goldflare Exploration Inc
Typhoon Exploration is a gold exploration company that began in 2003. They have 6 properties in Southern Quebec in the Abitibi gold belt. All are early exploration. The Fayolle property (5000 acres) is a gold discovery with 200,000 oz at 1.5 gpt. Their... more
05/26/2015
Analysis
Updated: TNR Gold Corp
TNR Gold is a project generator with only early exploration projects. They have been around a while, yet they do not have any JVs. They have two projects in Alaska. They could option or sell their Alaska properties (Shotgun with 700,000 oz at 1 gpt and... more
05/25/2015
Analysis
Updated: Greencastle Resources Ltd
Greencastle Resources is a new project generator. They have 3 early exploration gold properties. Their main property is Nechako on 30,000 acres in British Columbia. They spun this property into a subsidiary called Deveron Resources. The own 65% with... more
05/24/2015
Analysis
Updated: Kingsgate Consolidated Ltd
Kingsgate Consolidated is a growing mid-tier producer and a possible 20 bagger. Their market cap has crashed 94% since 2010 ($12.22), yet are a 200,000 oz producer. The reason for the crash is $120 million in debt, and high cash costs of $900 per oz.... more
05/23/2015
Analysis
Updated: First Majestic Silver Corp
First Majestic Silver is one of the best silver producers. They have $50 million in cash and no debt. Their all-in costs for 2015 should be around $17, with cash costs about $10. Production is forecasted to grow from 12 million oz (silver) in 2015 to 18... more
05/23/2015
Analysis
Updated: Franco-Nevada Corp
Franco Nevada is a royalty company, and a very good one. They're revenue growth is growing at fast rate. They have 46 producing projects with an expected cash flow around $300 million in 2015. They have an excellent pipeline of 35 advanced stage projects... more
05/20/2015
Analysis
Updated: DELETE - Braveheart Resources Inc
Braveheart Resources is a new exploration company. Their Big Strike project is several properties on 30,000 acres in Southwest British Columbia. They began a bulk sample in 2014, but are out of cash. It has a tiny market cap under $1 million. If they can... more
05/19/2015
Analysis
Added: Atico Mining Corp
Atico Mining is a small copper/gold producer in Colombia. They are profitable, with all-in costs around $1000 per oz, and they have a decent balance sheet. Plus, they have have a new discovery. Recent drill holes have been impressive: 109 meters at 3.8... more
05/19/2015
Analysis
Updated: TRX Gold Corp
Tanzanian Royalty Exploration has a late stage project (Buckreef) and numerous exploration properties in Tanzania. In fact, they have a 5 year plan to bring 3 projects into production: Buckreef, Itetemia and Kigosi. Their CEO (Jim Sinclair) recently (6/1/ more
05/18/2015
Analysis
Updated: Carlin Gold Corp
Carlin Gold Corp. has 3 early exploration properties in Nevada that look promising. Plus, a 50/50 JV with Constantine Metals for 13 projects on 200,000 acres in Yukon, Canada. They have only drilled 7 holes on their properties (Cortez Summit in Nevada).... more
05/17/2015
Analysis
Updated: Santacruz Silver Mining Ltd
Santacruz Silver Mining is a small silver producer in Mexico. Investors have been clobbered. The stock is down 80% in the past year and 94% since 2012. Their last financial report was a train wreck with cash costs around $18 per oz. That is nowhere close... more
05/17/2015
Analysis
Updated: Santacruz Silver Mining Ltd
Santacruz Silver Mining is an emerging mid-tier producer. Investors have been clobbered. The stock is down 80% in the past year and 94% since 2012. Their last financial report was a train wreck with all-in costs around $18 per oz. That is no where close... more
05/16/2015
Analysis
Updated: Canagold Resources
Canarc Resources has an advanced project in Alaska that looks promising. Their New Polaris project is a 1.1 million oz resource, averaging 11 gpt. They have a PEA for 72,000 oz of production for 10 years with low cash costs around $500. The IRR is 38%... more
05/16/2015
Analysis
Updated: DELETE - Banro Corp.
Banro Corp is a growing mid-tier producer. Other than political risk (Democratic Republic of Congo) and debt issues, this stock is a slam dunk 5 to 10 bagger. They have an incredible amount of gold (13.5 million oz) and production just began in 2011.... more
05/15/2015
Analysis
Updated: Canstar Resources Inc
Canstar Resources is in the lowest category: Potential Exists. They have a significant property called Mary March that has upside potential. It is near a past producing mine and the geology is very similar. Early drill results have been promising with... more
05/13/2015
Analysis
Updated: Avrupa Minerals Ltd
Avrupa Minerals is a Canadian based Project Generator that is exploring in Europe. They have 12 projects, most of which are primarily base metals (Copper and Tungsten), and are focusing in Portugal and Kosovo. They have 3 JVs, one in Germany and two in... more
05/10/2015
Analysis
Updated: SSR Mining Inc
Silver Standard Resources (SSRI) has significant potential. They have 1 billion oz of silver resources and 6 million oz of gold. Plus, they have 1 million acres of exploration land. Production should steadily rise. Currently, the Pirquitas mine in... more
05/09/2015
Analysis
Updated: Gold Resource Corp
GORO (Gold Resource Corp) was a great pick in early 2009 when it traded under $3. After they went into production, the stock rocketed to $30 a share in 2011. However, it has now come nearly all the way back. This is also a cautionary tale. They never... more
05/09/2015
Analysis
Updated: Calibre Mining Corp
Calibre Mining appears to me to be a project generator, although they call themselves an exploration and development company. They have 6 early exploration properties in Nicaragua and 3 are JVs. My expectation is that the other 3 will become JVs, but I... more
05/09/2015
Analysis
Updated: Aton Resources Inc
Alexander Nubia International has four early exploration projects in Egypt. They are a Canadian company with 600,000 acres of claims. They have a drill plan to do extensive drilling on two projects (although they are currently out of cash). One of the... more
05/08/2015
Analysis
Updated: Cartier Resources Inc
Cartier Resources is a project generator focusing in Quebec. They have 7 gold projects and are exploring aggressively, but have not yet found an advanced project. None of their properties have a 43-101 resource estimate, and are either past producing... more
05/08/2015
Analysis
Updated: Athena Silver Corp
Athena Silver has a good property with 50 million ounces (60 gpt) (historical deposit). That equates to about 2 million oz of production for a long life mine. They have a market cap of only $3 million. At $100 silver, the cash flow could be $100 million... more
05/08/2015
Analysis
Added: First Mining Gold
First Mining Finance is a new company created in 2014 by Keith Nuemeyer the CEO of First Majestic Silver. He populated it with 18 projects on 500,000 acres. 17 of them are in Mexico. His goal is to grow the company by creating JV deals, royalty streams,... more
05/07/2015
Analysis
Updated: DELETE - Rambler Metals & Mining Plc
Rambler Metals and Mining is a copper and gold producer in Canada. They are producing 600 tpd and want to increase production to 1250 tpd. Most of the production is copper. They have a single long life mine (Ming) that just began production in 2012.... more
05/07/2015
Analysis
Updated: DELETE - Rambler Metals & Mining Plc
Rambler Metals and Mining is a copper and gold producer in Canada. They are producing 600 tpd and want to increase production to 1250 tpd. Most of the production is copper. They have a single long life mine (Ming) that just began production in 2012.... more
05/06/2015
Analysis
Updated: Condor Resources Inc
Condor Resources is a relatively new project generator. They have 11 properties, and 3 JVs, which are early stage exploration (one is a copper JV with BHP). Currently they are drilling two projects, which they hope to JV. I like the locations where they... more
05/04/2015
Analysis
Updated: Angkor Resources
Angkor Gold Corp. is a project generator in Cambodia. Whereas most stocks have crashed since 2010, their stock price has held. They made a 7% NSR deal on their PS property and expect a royalty stream to begin in 2016. They have cash to drill on their... more
05/02/2015
Analysis
Added: Fury Gold Mines Ltd
Auryn Resources is a new company, but an experienced management team that came from Cayden Resources. They recently obtained a 51% option for the large (150 mile trend) Committee Bay project in Nunavut, Canada. It's in a infrastructure challenged area,... more
05/02/2015
Analysis
Added: Klondike Gold Corp
Klondike Gold has three properties in the Yukon totaling 60,000 acres. There is gold on these properties and if gold prices explode in value, this company should do well. Currently they do not have any advanced projects and are not doing a lot of... more
05/02/2015
Analysis
Added: Mexican Gold Mining
Source Exploration has an interesting property in Mexico called Las Minas. It is on 4,000 acres and they have discovered 6 mineralized zones while drilling 14,000 meters. They think it could have a large mine. Early drill results have been very good: 244... more
05/02/2015
General
April 2015 Newsletter Posted
The April 2015 Newsletter has just been posted. If you're set to receive a notification via email, it will be arriving shortly. more
05/01/2015
General
New Youtube Video: Silver Bear Resources
New youtube video for Silver Bear Resources more
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