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10/31/2015
Analysis
Updated: Golden Minerals Co
Golden Minerals was one of my favorite stocks in 2011. They had 50 properties on 800,000 acres, including two flagship projects: Velardena in Mexico and El Quevar in Argentina. Velardena was in production and ramping up to 4 million oz of silver... more
10/28/2015
Analysis
Added: Empire Metals Ltd
Noricum Gold has an exciting gold project in Georgia, the previous Russian country. The own 50% of the Bolnisi project which has a large historic resource of 6 million oz of gold, 22 million oz of silver, and 1 million tons of copper. But don't let those... more
10/28/2015
Analysis
Updated: Goldgroup Mining Inc
Goldgroup Mining is a small producer in Mexico. They had to sell their flagship Cabello Blanco project in 2014 because of financing issues. Now they are left with two small projects. Cerro Prieto is low grade open pit project. They began mining in 2015... more
10/28/2015
Analysis
Updated: Loncor Resources Inc
Loncor Resources is a new exploration company with 500,000 acres in the DRC (Democratic Republic of Congo). When I looked at them in 2012, they had a FD market cap of $113 million. I thought that was bit pricey for a company without any resources.... more
10/24/2015
Analysis
Updated: Atlanta Gold Inc
Atlanta Gold Inc. is an undervalued stock with big upside potential, but also a lot of risk. They have a $1 million FD market cap and are getting close to production. The Atlanta mine is a 700,000 oz (3 gpt) surface mine. They planned to bulk sample 2500... more
10/24/2015
Analysis
Added: Silver Tiger Metals
Oceanus Resources is a project generator / exploration company with two interesting projects in Mexico. The Agua Prieta silver project has 44 million oz at 75 gpt. It is getting close to a PEA and will likely become a mine. The La Lajita gold project has... more
10/21/2015
Analysis
Updated: Silver Bull Resources Inc
Silver Bull Resources has a large silver/zinc project in Mexico. Sierra Mojada is a 90 million oz (45 gpt and 75% recovery rate) deposit with 4 billion lbs of zinc. The property is on 48,000 acres and has exploration possibilities for future growth. In... more
10/19/2015
Analysis
Updated: Golden Arrow Res Corp
Golden Arrow Resources has a large silver project (Chinchilla) in northern Argentina. Silver Standard optioned 75% of the project in 2015, and is working on a pre-feasibility study. Chinchilla is a 140 million oz resources with a PEA to produce 8 million... more
10/18/2015
Analysis
Updated: Tinka Resources Ltd
Tinka Resources is a project generator with a 30 million oz silver project (Colquipucro) in Peru. It is a moderate grade surface mine (60 gpt) that is a low cost heap leach with 90% recovery rates. They are doing some drilling at Colquiprucro, but most... more
10/18/2015
Analysis
Updated: Oceanagold Corp
OceanaGold is solid mid-tier producer. The have 16 million oz in resources (1.2 gpt) and will produce 400,000 oz in 2015 with all-in costs around $1000 per oz. They are not cheap, with a FD market cap of $1.2 billion and future reserves valued at $100... more
10/17/2015
Analysis
Updated: Oceanagold Corp
OceanaGold is solid mid tier producer. The have 16 million oz in resources (1.2 gpt) and will produce 400,000 oz in 2015 with all-in costs around $1000 per oz. They are not cheap, with a FD market cap of $1.2 b illion and future reserves valued at $100... more
10/17/2015
Analysis
Updated: Pan American Silver Corp
Pan American Silver is one of the best silver producers. They plan to increase silver production from 25 million oz to 30 million oz. As long as silver prices stay high, they are going to be a cash flow machine. Cash costs in 2015 will be around $11 per... more
10/17/2015
Analysis
Updated: Pan American Silver Corp
Pan American Silver is one of the best silver producers. They plan to increase silver production from 25 million oz to 30 million oz. As long as silver prices stay high, they are going to be a cash flow machine. Cash costs in 2015 will be around $11 per... more
10/16/2015
Analysis
Updated: Minco Silver Corp
Minco Silver is highly undervalued. Especially for a company that is close to building their first mine (construction should begin in 2017). They have a large high grade deposit (150 million oz and growing) that is an anomaly. It is high grade at 6 opt... more
10/14/2015
Analysis
Updated: Silvercorp Metals Inc
Silvercorp is a mid-tier producer in China. They have large high grade resources with 235 million oz at 200 gpt. Their cash costs for the last quarter were about $9 per oz (silver equivalent per oz including gold). All-in costs were around $14 per oz.... more
10/13/2015
Analysis
Updated: Endeavour Silver Corp
Endeavour Silver is a star performer in the silver production category. They have everything working. They have 3 high grade silver mines in Mexico producing 8.5 million oz (silver equivalent including gold) in 2015. They are expanding production and... more
10/12/2015
Analysis
Updated: Fortuna Mining
Fortuna Silver is a mid-tier producer in Mexico and Peru. Fortuna is very similar to First Majestic Silver and Endeavour silver. All of them have performed very well over the last 3-5 years. They all have low cash costs, very little debt, and substantial... more
10/11/2015
Analysis
Updated: Rio2 Ltd
Atacama Pacific Gold has a large gold project in Chile. It is a 4.5 million oz, low grade (.4 gpt) oxide surface mine. They released a PFS in 2014 to mine a 3.3 million oz oxide open pit at 250,000 oz per year. The cash costs are projected to be $650 per... more
10/10/2015
Analysis
Updated: Jaguar Mining Inc
Jaguar Mining is a mid-tier producer in Brazil with 3 operating mines at 100,000 oz annual production. Recently they went bankrupt from high costs and high debt. They have now restructured the debt and re-listed their shares. Original shareholders got... more
10/10/2015
Analysis
Updated: Paramount Gold Nevada Corp
Paramount Gold Nevada is a project generator. It is a new company (in 2015) that was a spinout of Paramount Gold, which sold their San Miguel project. That leaves them with the Sleeper project in Nevada. It is very large with about 7 million oz of gold... more
10/07/2015
Analysis
Updated: Liberty Gold
Pilot Gold was formed from Fronteer Gold’s management team. They have an advanced project in Turkey called Halilaga. It is really a copper project operated by Teck (60% ownership and operator), with 2 billion lbs of copper and 3.2 million oz of gold (18 more
10/06/2015
Analysis
Updated: Lion One Metals Ltd
Lion One Metals is highly undervalued with a FD market cap of only $15 million. They have an advanced high grade project in Fiji called Tuvatu (90,000 acres). It is a 800,000 oz (6 gpt) deposit that is fully permitted. A PEA and PFS were released in 2000... more
10/04/2015
Analysis
Added: DELETE - Patriot Gold Corp
Patriot Gold has an advanced open pit project (Moss Mine) in Nevada. It is a 700,000 oz resource with cash costs at $500 per oz. Thus, it is economic. The capex is only $27 million, some of which has already been spent by their JV partner Northern Vertex... more
10/03/2015
Analysis
Updated: Excellon Resources Inc
Excellon Resources appears to be a slam dunk 3 bagger if they can expand their resources in Mexico (two properties with 100,000 acres). However, I have my doubts. I'm a stickler for management, and I did not like their company presentation, nor their... more
10/03/2015
Analysis
Updated: DELETE - Aurcana Silver Corp
Aurcana Corp is an emerging mid-tier producer. They have a FD market cap of only $11 million, with future reserves valued at 14 cents an oz. Their market cap was $545 million in 2011. They have two solid properties (La Negra in Mexico and Shafter in... more
10/02/2015
Analysis
Updated: Caledonia Mining Corp. Plc
Caledonia Mining is a small producer in Zimbabwe, Africa. Production is 44,000 oz and they get 49%. All-in costs are about $1000 per oz. They have cash flow, $25 million in cash, and no debt. Plus, they have 18 properties to explore (200,000 acres in... more
10/02/2015
General
September 2015 Newsletter Posted
The September 2015 Newsletter has just been posted. If you're set to receive a notification via email, it will be arriving shortly. more
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