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05/29/2017
Analysis
Updated: Monarch Mining
Monarques Gold has a small high grade project (Croinor) in Quebec. This first mine only has about 150,000 oz at 6 gpt, but the capex is only $27 million and is economic at $1200 gold. Plus, they have exploration potential to increase the resource size... more
05/29/2017
Analysis
Added: DELETE - Oriole Resources
Stratex International is a project generator focused in Africa. However, it appears they plan to change direction and become a gold producer. They have an agreement to takeover Crusader Resources, which has an advanced project (Borborema) with 2.5... more
05/29/2017
Analysis
Updated: Oceanagold Corp
OceanaGold is an emerging major. They have 13 million oz in resources (1.2 gpt) and will produce 550,000 oz in 2017 with all-in costs under $900 per oz. They are not cheap, with a FD market cap of $2.1 billion and future reserves valued at $194 per oz.... more
05/28/2017
Analysis
Updated: First Nordic Metals Corp
Barsele Minerals was a recent spin-out from Orex Minerals. They have a single project, which is the Barsele gold project in Sweden. It is currently a 1.1 million oz 1 gpt open pit project. They have a JV with Agnico Eagle, who has an option to obtain 70%. more
05/28/2017
Analysis
Added: DELETE - Rainy Mountain Royalty Corp
Rainy Mountain Royalty is a project generator focused in Ontario, Canada. They have 6 properties, but 4 of them are base metals. Two of their properties are early exploration gold projects (Brunswick and Powell). Both need to be drilled. They do have 4... more
05/26/2017
Analysis
Updated: DELETE - Banro Corp.
Banro Corp is a growing mid-tier producer. Other than significant political risk (Democratic Republic of Congo) and debt issues, this stock should be a slam dunk 5 to 10 bagger at higher gold prices. They have an incredible amount of gold (15 million oz)... more
05/26/2017
Analysis
Updated: Canstar Resources Inc
Canstar Resources might have a gold discovery in Ontario. The Kenora project (17,000 acres) still early exploration and initial drilling will occur in 2016. If the drill results meet expectations, this stock could take off. Investors like their chances... more
05/25/2017
Analysis
Updated: Carlin Gold Corp
Carlin Gold Corp. is a project generator in Nevada and the Yukon. Barrick Gold has a 70% JV on their Cortez Summit project in Nevada. It is next door to Barrick's 11 million oz Goldrush project. If Barrick finds something, this stock is going to fly.... more
05/24/2017
Analysis
Added: AbraSilver Resource Corp
Abraplata Resource Corp is a new company focused in Argentina. In 2017, they obtained the Diablillos silver/gold project from Silver Standard for cash and shares (20% of the company). Diablillos is a 80 million oz (90 got) silver deposit with 750,000 oz ( more
05/24/2017
Analysis
Added: AbraSilver Resource Corp
Abraplata Resource Corp is a new company focused in Argentina. In 2017, they obtained the Diablillos silver/gold project from Silver Standard for cash and shares (20% of the company). Diablillos is a 80 million oz (90 got) silver deposit with 750,000 oz ( more
05/24/2017
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. In 2013, the CEO (Jim Sinclair) gave... more
05/23/2017
Analysis
Updated: Trailbreaker Resources
Goldstrike Resources is a project generator in the Yukon. They have a large property (Plateau) that appears to have a large gold discovery. Trenching and soil samples have confirmed a 4 mile trend, which is a very large drilling target. Newmont obtained... more
05/22/2017
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 2 small silver projects in Oregon and Idaho. That was not shareholder friendly, as that property... more
05/21/2017
Analysis
Updated: 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
05/21/2017
Analysis
Updated: Calibre Mining Corp
Calibre Mining is project generator in Nicaragua. They have 8 early exploration properties in Nicaragua and 2 are JVs. Investors like their JV partners. IAMGold will spend $3 million over the next 2 years drilling the Borosi project (42,000 acres). They... more
05/21/2017
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
05/20/2017
Analysis
Updated: Fury Gold Mines Ltd
Auryn Resources is a new company, but an experienced management team that came from Cayden Resources. They recently obtained the large (150 mile trend) Committee Bay project in Nunavut, Canada. It's in an infrastructure challenged area, but it has high... more
05/20/2017
Analysis
Added: Impact Minerals Ltd
Impact Minerals is a project generator focused in Australia. Their Commonwealth project (250,000 acres) is a small gold discovery (less than 100,000 oz) at 2.8 gpt, plus 48 gpt silver. They think it could be a large system with a lot of drill target... more
05/19/2017
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. This is a new company that will take some time to build up. Until they find a large project, the risk level is... more
05/19/2017
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
05/19/2017
Analysis
Updated: Silver Range Resources Ltd
Silver Range Resources is a new spinout from Strategic Metals, which owns 20%. They are working on 4 projects in the Yukon, Their focus is Silver Range, a district size property (100,000 acres) with 24 known areas of silver mineralization. In 2012, they... more
05/18/2017
Analysis
Updated: TNR Gold Corp
TNR Gold is a project generator with an interesting project in Alaska. Their Shotgun project covers 17,000 acres in a very good location to find gold. They already have a 700,000 resource at 1 gpt, with a lot more likely to be discovered. This is a... more
05/18/2017
Analysis
Updated: Callinex Mines Inc
Callinex Mines is a 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 primarily base... more
05/15/2017
Analysis
Updated: DELETE - Angel Gold Corp
Angel Gold Corp is a new company with three early exploration projects in Colombia. Their lead geologist is very good and made the Ventana discovery. This is a very high risk speculation stock until they make a discovery. They acquired the El Porvenir... more
05/15/2017
Analysis
Updated: Klondike Silver Corp
Klondike Silver has several properties with potential. They continue to explore each of their properties and may succeed. They have the 30,000 acre Slocan Camp in British Columbia that has 68 past producing mines on it; they have two new properties in... more
05/15/2017
Analysis
Updated: Eldorado Gold Corp
Eldorado Gold is a major and a strong company with a lot of reserves (19 million oz). They have been a growth oriented company. They have 4 operating mines, plus 3 more being developed. Production will rise from 350,000 oz to 800,000 oz after these 3... more
05/12/2017
Analysis
Updated: Newcore Gold Ltd
Pinecrest Resources has a gold project (Enchi) in Ghana, West Africa. The resource size is 1.5 million oz at .65 gpt, and will likely grow in size. It is a large property (140,000 acres) with a lot of drilling targets. They completed a PEA in 2015 for a... more
05/12/2017
Analysis
Added: DELETE - ValOre Metals Corp
Kivalliq Energy has a large (1 million acres) exploration project (Baffin) in Nunavut, Canada. It has an 80 mile strike with many drill targets. It looks like they are going to find a mine. They have a lot of exploration experience and have been around... more
05/11/2017
Analysis
Added: Hemlo Explorers Inc
Canadian Orebodies has three early exploration projects in Ontario, Canada on 42,000 acres. It's a new company and they do not have a discovery yet. However, they think they have a 12 mile strike to explore on one property and a 1.5 mile strike on... more
05/11/2017
Analysis
Updated: Adamera Minerals Corp
Adamera Minerals is hoping to become a small gold producer within 4 years. They have several targets in an area in Washington State near a mill that is closing next year. They are confident they can find at least 200,000 oz at 5 gpt, and potentially 1... more
05/10/2017
General
Seeking Alpha article: Top 10 Gold and Silver Mining Stock Optionality Plays.
https://seekingalpha.com/article/4071570-top-10-gold-silver-mining-stock-optionality-plays more
05/09/2017
Analysis
Updated: Novo Resources Corp
Novo Resources is a near-term producer in Australia (2018). It is an exciting exploration play, but everything will depend on drilling results and exploration success. The first 16,000 meters of drilling found 500,000 oz at 1.5 gpt. They have large land... more
05/09/2017
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 with plans to ramp up to 4 million oz of silver... more
05/08/2017
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 2018 and it has a 15 year mine life (likely to be increased). Mag's share will be about 5... more
05/06/2017
Analysis
Added: Aztec Minerals Corp
Aztec Minerals is a new gold exploration company focused in Mexico. They have one project (Cervantes), which is a possible 900 by 600 low grade gold discovery. This is based on samples and needs to be confirmed by drilling. They are are cashed up and... more
05/02/2017
Analysis
Added: DELETE - Boundary Gold and Copper Mining
Prize Mining is advancing a large open pit project in Canada (British Columbia). Their Kena and Daylight project is almost 2 million oz at .5 gpt. Their stated goal is to advance to production in the near-term at around 50,000 oz annually. It very cheap... more
05/02/2017
Analysis
Added: DELETE - Brunswick Exploration Inc
Komet Resources is a small gold producer in West Africa (Burkina Faso). Their Guiro project is a high grade (8 get) underground mine with very low costs. They expect to make a profit of $8 million with production of only 12,000 oz. That puts their cash... more
05/02/2017
Analysis
Updated: Wiluna Mining
Blackham Resources is an emerging mid-tier producer in Australia. They have an 800,000 oz open pit project (Matilda) that began production in 2016. They will produce 90,000 oz annually at about $1200 all-in costs for 6 to 8 years (likely to get extended). more
05/02/2017
Analysis
Updated: Starcore Intl. Mines Ltd
Starcore International is a small gold producer in Mexico, with annual production of 20,000 oz at their San Martin mine. Their market cap has dropped to $19 million, so it has upside potential. Their mine has limited reserves (40,000 oz at 2 gpt), but... more
05/01/2017
Analysis
Added: Northern Sphere Mining Corp
Northern Sphere Mining is trying to become a small silver and gold producer. They are a near-term silver producer in Arizona at their Buckeye mine, although we don't know how much production is forecasted. In Arizona they are also permitting another... more
05/01/2017
Analysis
Added: Candelaria Mining Corp
Candelaria Mining is focused in Mexico. They purchased the Caballo Blanco open project from Timmins Gold in 2016. They are currently permitting it with the goal of production in 2019. It is a 1 million oz (.6 got) open pit with an after-tax IRR around 35% more
05/01/2017
General
April 2017 Newsletter Posted
The April 2017 newsletter has just been posted. more
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