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06/29/2022
Analysis
Updated: DELETE - Aurelius Minerals Inc
Aurelius Minerals have 4 properties in Nova Scotia that they are calling the Aureus Gold project. They include Aureus East, an underground mine with a permitted 300 tpd mill. They are targeting 500,000 oz and to restart the mine. Aurelius West is a small... more
06/28/2022
Analysis
Updated: Zonte Metals Inc
Zonte Metals is a project generator focused in Canada. They have a property (McConnells Jest) in the Yukon (7,500 acres) that is located next to Victoria Gold and Alexco Resources. It's in a good location and Samples have been good, but they haven't... more
06/28/2022
Analysis
Updated: Badlands Resources Inc
Mineral Mountain Resources is a new company with a gold project in South Dakota. They have a good management and technical team, led by Nelson Baker, the ex CEO of Rainy River. Their main focus is the Rochford project (7,500 acres). It is 15 miles south... more
06/27/2022
Analysis
Updated: Metallis Resources Inc
Metallis Resources is a project generator with a large property (Kirkham) in the Golden Triangle in British Columbia. Kirkham (25,000 acres) has had very little drilling, but has significant potential. They have identified 8 drill areas and begun... more
06/26/2022
Analysis
Updated: Rugby Resources Ltd
Rugby Mining is a project generator. They are currently focused on a copper/moly project (Cobrasco) in Colombia. They also have several gold properties in Colombia (200,000 acres). These were purchased from Barrick Gold, including a database of Barrick's... more
06/25/2022
Analysis
Updated: Honey Badger Silver
Honey Badger Silver (Previously Honey Badger Exploration) is a project generator focused in Canada. They changed their name and started looking for more silver properties. They added 3 projects in the Yukon (Groundhog, Hy and Plata) and 3 more recently,... more
06/25/2022
Analysis
Updated: DELETE - Xtierra Inc
Xtierra Inc. was a silver exploration/development company with two silver properties in Mexico. They have one silver and one gold royalty property. However, they are out of cash and their recent drill results are not impressive. They drilled some holes... more
06/25/2022
Analysis
Updated: Falcon Gold Corp
Falcon Gold is a project generator focused in Canada and Argentina. They have multiple projects in Canada (one is a JVs in Ontario), one in Chile and one in Argentina. They are all early exploration without a significant discovery.
They appear to... more
06/24/2022
Analysis
Updated: Awale Resources
Awale Resources is a new company formed in 2016. They are a project generator exploring for gold in West Africa (Cote D'Ivorie). They have 3 properties on 425,000 acres and they have an application to expand that to about 1 million acres. Their current... more
06/24/2022
Analysis
Updated: Sarama Resources Ltd
Sarama Resources is a project generator in West Africa (Burkina Faso). They have one flagship project: Sanutura (350,000 acres). It is a 2.5 million oz deposit at 1.5 gpt. It will get built, but there is no PEA yet, so it will take about 4-5 years until... more
06/23/2022
Analysis
Updated: Regulus Resources Inc
Regulus Resources has a large copper/gold/silver project in Peru. They acquired Southern Legacy Minerals in 2014, which had a 5 billion lb copper project (Antakori) in Peru, with 4.5 million oz of gold (.35 gpt) and 125 million oz of silver. Since then... more
06/22/2022
Analysis
Updated: Probe Gold Inc
Probe Metals (recent merger with Adventure Gold) has a 4 million oz deposit in Ontario (Val d'Or East). It is half open pit and half underground. They are drilling 160,0000 meters in 2022, so it will grow in size. They released a PEA in 2021 with a capex... more
06/22/2022
Analysis
Updated: Antipa Minerals Ltd
Antipa Minerals is a project generator in Australia. They have Four large (1 million acres) properties. Three are JVs and Minyari Dome could be a development project. It has 1.8 million oz (1.6 gpt), plus copper offsets. They plan to do a PFS in 2023.... more
06/21/2022
Analysis
Updated: Pantoro Ltd
Pantoro Ltd is a high-grade gold producer in Australia. Currently, they are producing around 20,000 oz (Halls Creek). They are developing the Norseman project (50% ownership), which has a 2 million oz underground and 2 million oz open pit project. Both... more
06/21/2022
Analysis
Updated: Solgold Plc
Solgold has a very large copper/gold project (Cascabel-Alpala) in Ecuador. It has 26 million oz (.35 gpt) of gold and 10 billion lbs of copper. It has a 55-year mine life. They will mine 350,000 oz (their share) of gold annually at very low cash costs... more
06/20/2022
Analysis
Updated: Atico Mining Corp
Atico Mining is a small copper/gold producer in Colombia (El Roble). They are profitable, with all-in costs under $100 per oz (because of 20 million lbs of copper offsets), and they have a decent balance sheet ($14 million in cash and no debt). Plus,... more
06/20/2022
Analysis
Updated: First Nordic Metals Corp
Barsele Minerals was created from a spin-out from Orex Minerals. They have a single project, which is the Barsele gold project in Sweden. It is currently a 2.4 million oz (2.4 gpt) open pit and underground project. They have a JV with Agnico Eagle, who... more
06/20/2022
Analysis
Updated: US Gold Corp
US Gold Corp is developing a large gold/copper project in Wyoming (CK Project). It has 1.4 million oz (.4 gpt AU) AUEQ (including copper)). They plan to mine 100,000 oz of AUEQ (including copper) for 12 years. The capex is $220 million with an IRR around... more
06/19/2022
Analysis
Updated: Goliath Resources
Goliath Resources is a project generator focused in Canada. They have two early exploration projects (Lucky strike and Golddigger). They recently announced a gold discovery at Golddigger (42,000 acres) with high-grade surface channels (15 meters at 13... more
06/19/2022
Analysis
Updated: Great Pacific Gold Corp
Fosterville South Exploration is a project generator focused in Australia. They have several properties in Victoria near Kirkland Lake's Fosterville mine. They have 1 million acres and are drilling aggressively.
They are drilling Lauriston (150,000... more
06/19/2022
Analysis
Updated: Carawine Resources Ltd
Carawine Resources is a project generator focused in Australia. They have three gold projects but currently their main focus is the Oakover project in which they have a 25% JV on the Flanagan Bore manganese prospect. Other than that their main gold... more
06/19/2022
Analysis
Updated: Impact Minerals Ltd
Impact Minerals is a project generator focused in Australia. They have multiple gold projects but for the moment their main focus are the Ni-Cu-PGM and lithium projects. Among their gold projects, their Commonwealth project (170,000 acres) is a small... more
06/18/2022
Analysis
Updated: Tesoro Gold
Tesoro Gold (previously Tesoro Resources) is a project generator focused in Chile. They have a significant gold discovery (El Zorro) that they are drilling. It is a new discovery with a maiden resource of 1.2 million oz at 1.1 gpt. It appears to be a 2... more
06/17/2022
Analysis
Updated: Max Resource Corp
Max Resource Corp has 3 projects (two in Colombia and one in Peru). Their flagship prospect is the Cesar Copper-Silver project (250,000 acres) which they believe could become a new kupferschiefer discovery, similar to the huge deposits in Europe. The... more
06/17/2022
Analysis
Updated: Decade Resources Ltd
Decade Resources is a project generator focused in Canada. They have 7 properties in the golden triangle area of British Columbia. All of their properties are early exploration and they do not have a discovery. They are focused mainly on the Del Norte... more
06/17/2022
Analysis
Updated: Defiance Silver Corp
Defiance Silver has a high-grade silver discovery in Mexico. In 2011, then obtained a $5.5 million option to purchase the historic San Acacio mine in the Zacatecas Silver District ($4.6 million has not yet been paid). They have been releasing high-grade... more
06/16/2022
Analysis
Updated: NGEx Minerals Ltd
NGEx Minerals has a huge copper/gold project (Los Helados) in Chile. They own 67%. It has 23 billion lbs of copper, plus a large amount of gold (13 million oz) and silver (125 million oz). However, the grades for gold (.15 gpt) and silver (1.5 gpt) are... more
06/16/2022
Analysis
Updated: Snowline Gold Corp
Snowline Gold is a new project generator focused in Canada. They have 7 properties in the Yukon. All are early exploration. They have over 250,000 acres and a lot of drill targets. In 2021 and 2022 they released some good drill holes at Jupiter (6 meters... more
06/15/2022
Analysis
Updated: Mayfair Gold Corp
Mayfair Gold is a new company that acquired an advanced gold project (Fenn-Gib) from Pan American Silver. It is a 2 million oz (.9 gpt) open pit, with exploration potential to add to the open pit and underground. It looks like a slam dunk that will be... more
06/14/2022
Analysis
Updated: Fortitude Gold Corp
Fortitude Gold is a new company based in Nevada. They are producing 40,000 oz and are profitable with all-in costs around $1200 per oz. Plus, they have a strong balance sheet with $40 million in cash with no debt. They have low resources, but 5... more
06/13/2022
Analysis
Updated: Rokmaster Resources Corp
Rokmaster Resources is trying to build a large gold mine in British Columbia. They recently released a PEA to produce 120,000 oz annually (AUEQ) with an AISC at $850 (AUEQ). The AUEQ includes silver, zinc, and lead. The after-tax IRR is around 40% at $130 more
06/12/2022
Analysis
Updated: Fresnillo Plc
Fresnillo is a major with an FD market cap of $6.8 billion and is the largest silver producer at 53 million oz per year. They plan to expand production to 60 million oz in 2023, when their flagship Juanicipio mine ramps up. This is a very profitable... more
06/12/2022
Analysis
Updated: Hycroft Mining Holding Corp
Hycroft Mining is the rebirth of Allied Nevada, which went bankrupt several years ago. They have expunged most of their debt, although they still have $146 million in debt. They have one of the largest gold/silver mines in the world. It’s about half... more
06/11/2022
Analysis
Updated: Reyna Silver Mining Inc
Reyna Silver is a new project generator focused in Mexico. This is an interesting company with a lot of excitement. They have two properties that could have a large high-grade mine. The first one is GuiGui, which is next to several large mines that... more
06/11/2022
Analysis
Updated: Elemental Altus Royalties Corp
Elemental Royalties is a royalty company. They just successfully fought off a hostile takeover attempt from Gold Royalty Corp. They are 95% in gold. They are projecting $10-12 million in revenue in 2022. Their current FD market cap is only $86 million.... more
06/11/2022
Analysis
Updated: Odyssey Gold Ltd
Odyssey Gold is a project generator focused in Australia. They have two early exploration projects (Tuckanarra and Stakewell) that are past-producing open pit properties. They want to drill underneath these existing pits. Both properties are next to each... more
06/11/2022
Analysis
Updated: K9 Gold Corp
K9 Gold Corp. is a project generator focused in Canada. They have one large property (Stony Lake) in Newfoundland. It was in a good location, so investors have bid it up to a $40 million FD market cap (including Eric Sprott) without any drill results and... more
06/11/2022
Analysis
Updated: Condor Resources Inc
Condor Resources is a project generator focused in Chile and Peru. They have 7 properties and 2 JVs, all of which are early-stage exploration. Currently, they are drilling two projects, which they hope to JV. They have an FD market cap of $15 million, so... more
06/11/2022
Analysis
Updated: DELETE - Cygnus Metals
Cygnus Gold is a project generator focused in Western Australia. They are a new company that has acquired a lot of properties at very little cost. They have over 1 million acres on about 12 properties, but no debt or option obligations. They already have... more
06/11/2022
Analysis
Updated: DELETE - Southern Gold Ltd
Southern Gold Ltd is a project generator focused in South Korea. They have 12 properties on 30,000 acres. Their last drill results are from September 2021. They appointed a new CEO in May 2022 who has previously worked at Calibre Mining. The stock is at... more
06/11/2022
Analysis
Updated: Klondike Gold Corp
Klondike Gold has three properties in the Yukon totaling 135,000 acres. There is gold on these properties and if gold prices explode in value, this company should do well. They drilled about 50 holes in 2016, 2017, 2018, 2019, 2020 and 2021. They are not... more
06/11/2022
Analysis
Updated: Vista Gold Corp
Vista Gold has a large project in Australia called Mt Todd (8 million oz at .8 gpt, with 90% recovery rate). They are currently looking for a partner to help finance the project. They might sell for a small premium, but that seems unlikely. This is a... more
06/11/2022
Analysis
Updated: Eagle Plains Resources Ltd
Eagle Plains Resources is a project generator in Western Canada that has been around since 1992. They have amassed 35 projects (about half are gold or silver) and have several JV deals. They would have more but utilize a spin-out strategy once a project... more
06/11/2022
Analysis
Updated: Endeavour Mining Corp
Endeavour Mining is a large gold producer in West Africa, with 6 operating mines in 3 countries. Their market cap has jumped to $6 billion, so they aren't cheap anymore. They are producing 1.4 million oz with all-in costs (free cash flow) around $1150... more
06/11/2022
Analysis
Updated: Metallic Minerals Corp
Metallic Minerals (previously Monster Mining) is a new project generator in Canada (Yukon). They have a silver discovery (Keno Hill) that is adjacent to Alexco's large high-grade silver deposit. It's on 27,000 acres and they have identified more than a... more
06/10/2022
Analysis
Updated: Silvercorp Metals Inc
Silvercorp Metals is a Canadian-based company with a large silver mine in China. They have large resources with 350 million oz at 200 gpt. Their cash costs are around $5 per oz (after using base metals for offsets). All-in costs for silver are about $15... more
06/09/2022
Analysis
Updated: AuMEGA Metals Ltd
Matador Mining is advancing a gold project in Canada (Newfoundland). Their Cape Ray project is solid. They have a PEA to begin mining 80,000 annually with cash costs of only $700 per oz. It’s a high-grade open pit at 2 gpt. That’s an excellent grade.... more
06/09/2022
Analysis
Added: Lavras Gold Corp
Lavras Gold is a new company formed as a spinout after Amarillo Gold was acquired by Hochschild. It was formed by the Amarillo Gold management team. Thus, they know how to advance a project to a construction decision in Brazil.
They have one project ( more
06/09/2022
Analysis
Updated: Oceanagold Corp
OceanaGold is a large mid-tier producer. They have 14 million oz in resources (1.2 gpt) and will produce 475,000 oz in 2022 with all-in costs (break-even) around $1400 per oz. Break-even costs should drop to around $1300 per oz in the next couple of... more
06/09/2022
Analysis
Updated: Oceanagold Corp
OceanaGold is a large mid-tier producer. They have 14 million oz in resources (1.2 gpt) and will produce 350,000 oz in 2021 with all-in costs $1350 to $1400 per oz (free cash flow). Costs should drop to around $1250 per oz in the next couple of years.... more
06/09/2022
Analysis
Updated: Emerita Resources Corp
Emerita Resources has a large historical resource (Aznalcollar) in Spain. It is 70 million tons at 60 gpt, plus high grade zinc and lead. It is likely an economic mine. Eric Sprott recently invested and owns 10% of the shares, plus 14% on a diluted basis. more
06/08/2022
Analysis
Updated: Silver Mines Ltd
Silver Mines Ltd is trying to become a mid-tier silver producer. They recently purchased the Bowdens, which is the largest undeveloped silver project in Australia (160 million oz). It is low grade (50 gpt), but has zinc and lead offsets. The Bowdens... more
06/07/2022
Interview
Goldcore Interview: Don Durrett
https://youtu.be/fzdG7zBRoG0 more
06/07/2022
Analysis
Updated: TRX Gold Corp
TRX Gold (formerly Tanzanian Gold Corp) is small producer in East Africa at (Buckreef) in Tanzania. They have a 5-year plan to bring 3 projects into production: Buckreef, Itetemia and Kigosi. In 2013, the CEO (Jim Sinclair) gave the stock price a... more
06/07/2022
Analysis
Updated: TRX Gold Corp
TRX Gold (formerly Tanzanian Gold Corp) is small producer in East Africa at (Buckreef) in Tanzania. They have a 5-year plan to bring 3 projects into production: Buckreef, Itetemia and Kigosi. In 2013, the CEO (Jim Sinclair) gave the stock price a... more
06/06/2022
Analysis
Updated: Pan American Silver Corp
Pan American Silver is one of the largest silver producers. They get about 25% of their revenue from silver production, about 60% from gold, and the rest in base metals (zinc, lead, and copper). They acquired Tahoe Resources and joined the ranks of... more
06/06/2022
Analysis
Updated: Bonterra Resources Inc
BonTerra Resources is trying to become a mid-tier producer in Canada. They acquired Metanor Resources in 2018 and now have aggressive plans to become a mid-tier producer in 2024. They have 3 properties with a combined 3 million oz and a mill in Quebec.... more
06/05/2022
Analysis
Updated: First Andes Silver Ltd
Mantaro Precious Metals Corp (previously Mantaro Silver Corp) is a new company with projects in Peru and Bolivia. Over the last 12 months they changed their name in order to explore their gold projects (not only for silver), hired a new CEO and a CFO and... more
06/05/2022
Analysis
Added: Golden Shield Resources Inc
Golden Shield Resources is a project generator focused in South America. They have three gold projects in Guyana. Makudi (13,000 acres) seems to be their focus. It is a 350,000 oz (1.8 gpt) resource that appears to be growing in size. They are low in... more
06/05/2022
Analysis
Added: Barton Gold Ltd
Barton Gold is a new Australian gold developer that did its IPO in 2021. They have two very large properties in South Australia, plus a mill. Tunkillia (300,000 acres) has a 1 million oz (1.1 gpt) open pit deposit that is being advanced to production.... more
06/05/2022
Analysis
Added: Southern Cross Gold Ltd
Southern Cross Gold is a new project generator focused in Australia. They were a spinout of Mawson Gold, which owns 60% of the shares. Mawson only drilled 26 holes at Sunday Creek and decided to do a spinout to get the most value. This happens often with... more
06/04/2022
Analysis
Added: Lahontan Gold Corp
Lahontan Gold is a new exploration company focused in Nevada. They have three properties that are all early exploration. Santa Fe (4,500 acres) has a past producing open pit, so it is a brownfield property that should be easy to permit. It has a... more
06/04/2022
Analysis
Updated: NewPeak Metals Ltd
NewPeak Metals (Previously Dark Horse Resources) is a project generator with 4 gold projects on three continents. They have two early exploration gold projects in Argentina (Las Openas and Cachi) one project in Finland (Tampere) and another one in New... more
06/01/2022
General
New SeekingAlpha Article: My Favorite Silver Development Stocks
https://seekingalpha.com/article/4515621-my-favorite-silver-mining-development-stocks-silvercrest-discovery-aya?v=1654059602 more
06/01/2022
General
May 2022 Newsletter Posted
May 2022 Newsletter Posted. more
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