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09/27/2015
Analysis
Updated: Batero Gold Corp
Batero Gold is highly undervalued. They have a 3 million oz. resource (.5 gpt) in Colombia, but only 70% recovery rate. That is a large flagship project. Surprisingly Batero Gold has a low valuation of $5 million fully diluted, with future reserves... more
09/27/2015
Analysis
Updated: DELETE - Trilogy Metals Inc
Novacopper is primarily a copper developer. They have two large copper projects in Alaska. Their Bornite discovery has 6 billion lbs of copper, although low grade, and not likely to get developed anytime soon. Their Arctic discovery has 2 billion lbs of... more
09/26/2015
Analysis
Added: DELETE - Trilogy Metals Inc
Novacopper is primarily a copper developer in Alaska. Their Bornite discovery has 6 billion lbs of copper, although low grade, and not likely to get developed anytime soon. Their Artic discovery has 2 billion lbs of copper, along with gold, silver, lead,... more
09/26/2015
Analysis
Updated: Victoria Gold Corp
Victoria Gold is highly undervalued. Their Eagle Gold project in the Yukon looks excellent, but investors have stayed away. Future reserves are valued at $10 per oz and they have a FD market cap of $37 million. They have a 7 million oz resource (.7 gpt)... more
09/24/2015
Analysis
Updated: Patagonia Gold Plc
Patagonia Gold is a company with potential. They began producing in Q4 2012 at 20,000 oz, and are targeting production to reach 200,000 oz Au Eq (including silver). If they make that target (which won't be easy), then this should be a 25 bagger long term. more
09/23/2015
Analysis
Updated: DELETE - Rockcliff Metals Corp
Solvista Gold is a new gold exploration company (2010) in Colombia and Canada. They got lucky and had gold discoveries on both of their Colombian properties (Caramanta and Guadalupe – 100,000 acres) during phase 1 drilling. Plus, they had a high grade... more
09/20/2015
Analysis
Updated: Maple Gold Mines Ltd
Aurvista Gold has 3 million oz of gold (mostly inferred) in Quebec, but investors don't care. They are valued at $3 per oz for future reserves, which is about as cheap as you will find. In fact, it is one of the cheapest gold mining stocks. They have a $4 more
09/19/2015
Analysis
Updated: Emx Royalty Corp
Eurasian Minerals is an interesting company because they have 42 exploration projects in about 10 countries (about 10 JVs) with a FD market cap of only $42 million. The upside is somewhat constrained because they are a project generator without any near-t more
09/19/2015
Analysis
Updated: Fresnillo Plc
Fresnillo is a major and the largest pure silver producer at 45 million oz per year. They plan to expand production to 65 million oz by 2018. This is a profitable company that is generating cash flow. They have large resources at 1.5 billion oz of silver... more
09/18/2015
Analysis
Added: Peruvian Metals
Duran Ventures is an early project generator in Peru. They have 10 properties, but they are all early exploration. The projects they are focusing on: Mamanina and Pantena are both copper/gold deposits. It appears they have a focus on copper, but that... more
09/18/2015
Analysis
Updated: Novo Resources Corp
Novo Resources is an exciting stock with significant upside potential. Everything will depend on drilling results and exploration success. The first 16,000 meters of drilling found 500,000 oz at 1.5 gpt. This company is being pushed by Bob Moriarty on... more
09/15/2015
Analysis
Updated: Yorbeau Resources
Yorbeau Resources is a project generator with a high grade project (Rouyn) in Quebec. The location is ideal. They have 700,000 oz at 6 gpt. However, they think there could be a 2 to 3 mile trend of high grade mineralization. If that is true, then this... more
09/14/2015
Analysis
Updated: DELETE - Xtierra Inc
Xtierra Inc. has a late stage silver project in Mexico. The problem is that the recently released PEA has a post-tax IRR of only 13%. Plus, the capex was $100 million, which is probably too much to finance 1.4 million oz of annual production. It could... more
09/13/2015
Analysis
Updated: Inventus Mining Corp
Inventus Mining is a project generator with an early discovery (Pardo property) in Ontario, Canada. Their stock jumped from 3 cents a share to 35 cents after the discovery in 2013. Now it's back to 2 cents. Is this a big discovery? Perhaps, and it is... more
09/12/2015
Analysis
Updated: Golden Goliath Resources Ltd
Golden Goliath Resources is a relatively new project generator with a focus in Mexico. They have 10 properties on 20,000 acres. However, they optioned 6 of these properties to Fresnillo for a 1% NSR. Basically they gave them away. They kept San Timeteo,... more
09/11/2015
Analysis
Updated: Goldquest Mining Corp
Goldquest Mining has a large discovery in the Dominican Republic. They released a solid drill hole in May 2013 of 231 meters at 2.4 gpt. That single drill hole pushed the stock from 7 cents to $1. Then they released a monster hole of 258 meters at 4.5... more
09/10/2015
Analysis
Updated: NorZinc Ltd
Canadian Zinc looks like a slam dunk. They are heading towards production once they get financing ($193 capex) and have a large high grade deposit (70 million oz at 5 opt). Production will start slow (2.2 million oz) and increase, likely reaching 3+... more
09/09/2015
Analysis
Updated: Orezone Gold Corp
Orezone Gold has a late stage project in West Africa (Burkina Faso). Their first mine (Bombore) should begin production in 2017. It is a 5 million oz deposit, the largest undeveloped mine in West Africa. It will get built. The economics are good at 1 gpt... more
09/08/2015
Analysis
Updated: Ten Sixty Four Ltd
Medusa Mining is a mid-tier producer in the Philippines. They plan to produce about 100,000 oz in 2015. With low cash costs around $400 per oz, that makes them a potential cash flow machine at higher gold prices. They have $14 million in cash and only $9... more
09/07/2015
Analysis
Updated: Novagold Resources Inc
NovaGold Resources has a huge advanced gold project in Alaska. Donlin is a 45 million oz resource at 2.2 gpt, which is one of the highest grade large open pit mines in the world. They are projecting cash costs of $600 per oz. However, mining will not... more
09/06/2015
Analysis
Updated: Harmony Gold Mining Co.
Harmony Mining is an emerging major with most of its mines in South Africa. It's too bad they are located in politically risky South Africa. If their mines were based in a mining friendly nation, their stock price would be triple it's current price. They... more
09/06/2015
Analysis
Updated: Golconda Gold
Galane Gold appears to have the management team and properties to be successful. They have a tiny FD market cap of $4 million, yet are producing 50,000 oz at Mupane (an open pit mine at 2 gpt). They lost money last quarter, but forecast all-in costs... more
09/05/2015
Analysis
Updated: MAG Silver Corp
Mag Silver has an excellent late stage project in Mexico. Their Juanicipio project is a JV with Fresnillo and they have a 44% interest. Production should begin in 2017 and it has a 15 year mine life. Mag's share will be about 5 million oz of annual... more
09/04/2015
Analysis
Updated: Hummingbird Resources Ltd
Hummingbird Resources has two advanced open pit gold projects in West Africa (Mali and Liberia). It looks like a can't miss stock. They have 6 million oz at 2 gpt and another 150 targets on 1 million acres. The Yanfolila project in Mali is a near-term... more
09/04/2015
Analysis
Updated: DELETE - Shanta Gold Ltd
Shanta Gold is a producer in Tanzania. Their New Luikda mine is a 1 million oz of resources at 5 gpt. Current production is 80,000 oz at $1000 to $1100 all-in costs. Thus, they are profitable with cash flow. They have $60 million in debt and $6 million... more
09/02/2015
Analysis
Updated: NeXGold Mining Corp
Treasury Metals has an advanced gold project (Goliath) in Canada. It is an open pit (800,000 oz at 2.5 gpt) and underground (700,000 oz) mine. The PEA was completed in 2011 for a capex of $70 million to build the open pit, which has at least a 5 to 7... more
09/02/2015
Analysis
Updated: NeXGold Mining Corp
Treasury Metals has an advanced gold project (Goliath) in Canada. It is an open pit (800,000 oz at 2.5 gpt) and underground (700,000 oz) mine. The PEA was completed in 2012 for a capex of $70 million to build the open pit, which has at least a 5 to 7... more
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