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10/29/2022
Analysis
Updated: Carolina Rush Corp
Pancon Resources (Pancontinental) is a project generator with a gold/copper project in South Carolina. Their Brewer-Jefferson property (2,500 acres) was a past-producing mine in 1995. They had two gold discovery holes (180 meters at 1.2 gpt, 115 meters... more
10/29/2022
Analysis
Updated: Kesselrun Resources Ltd
Kesselrun Resources is a project generator focused in Canada. They have two projects in Ontario. Huronian (11,500 acres) is a past producing high-grade mine. It has a 500,000 oz (14 gpt) historical resource and they release excellent drill results from... more
10/29/2022
Analysis
Updated: Tribune Resources Ltd
Tribune Resources is a small gold producer in Australia. They have a 75% JV called East Kundana (EKJV) that is in production. Production is around 30,000 oz annually with 700,000 oz resources (their share). Their profit last quarter was very low. They do... more
10/29/2022
Analysis
Updated: DELETE: Idaho Champion Gold Mines
Idaho Champion Gold Mine (formerly GoldTrain Resources) is a project generator focused in Idaho, USA. Their flagship project is Champagne, which is a past producing mine with a historic resource of 100k ounces of gold (1.2 g/t). Their second project is... more
10/28/2022
Analysis
Updated: Signature Resources Ltd
Signature Resources is a project generator with a gold project in Ontario (Lingman). It is on 30,000 acres with 7 drill areas. The resource size is 230,000 oz (6.8 gpt) and is likely to grow in size. They were in the process of updating the resource but... more
10/28/2022
Analysis
Updated: Finlay Minerals Ltd
Finlay Minerals is a project generator focused in Canada. They have two early exploration projects in British Columbia: Silver Hope (25,000 acres), and ATTY (19,200 acres, including the latest adition of the ATG tenement). They also have one JV with ATAC... more
10/28/2022
Analysis
Updated: Turaco Gold Ltd
Turaco Gold (previously Manas Resources) is an Australian gold exploration company. They have 4 large properties in Cote d'Ivoire on over 1 million acres. They are drilling three new discoveries. Boundiali (125,000 acres) with 20 meters at 10 gpt. Ferke ( more
10/27/2022
Analysis
Updated: DELETE - Crater Gold Mining Ltd
Crater Gold Mining is trying to become a small producer in Papua New Guinea. Their Crater Mountain project (45,000 acres) has substantial potential in a good location. They planned to begin mining their HGZ (High-Grade Zone) deposit in 2017, but it didn't more
10/26/2022
Analysis
Updated: Kore Mining
Kore Mining (formerly Eureka Resources) is trying to develop 2 open pit projects, with a combined 4 million oz (.6 gpt). The CEO is a CPA and has never built a mine, and they mention they would be a good target for a mid-tier producer. That’s an odd... more
10/25/2022
Analysis
Updated: Seasif Exploration Inc
Western Atlas Resources is a project generator focused in Canada. They have a large property (Meadow Bank) in Nunavut that is early exploration. It appears that Meadow Bank (150,000 acres) had very little drilling. Meadow Bank is near an operating gold... more
10/25/2022
Analysis
Updated: Caledonia Mining Corp. Plc
Caledonia Mining is a small producer in Zimbabwe (South Africa). Production is 50,000 oz (their share). All-in costs (free cash flow) are about $1250 per oz. They have free cash flow, $15 million in cash, and no debt. Plus, they have 18 properties to... more
10/24/2022
Analysis
Updated: Starr Peak Mining
Starr Peak Mining (formerly Starr Peak Exploration) is a project generator focused in Canada. They had a significant high-grade zinc discovery at New Metal (5,500 acres) in May and their FD market cap doubled to $78 million in 2021, with a share price of... more
10/24/2022
Analysis
Updated: Contango Ore Inc
Contango Ore is a project generator focused in Alaska. They have a 30% interest in the Peak Gold JV (Manh Cho) project which they discovered. Kinross is advancing it to production in 2024. The capex is $110 million and Contango has $30 million in the... more
10/23/2022
Analysis
Updated: Noble Mineral Exploration Inc
Noble Mineral Exploration is a project generator focused in Canada. They have one project in Ontario. Project 81 (200,000 acres) is a potential nickel, gold discovery. They have 9 drill-ready targets and a total of 500+ targets to explore. It could be an... more
10/23/2022
Analysis
Updated: VR Resources Ltd
VR Resources is a project generator focused in Canada and Nevada. They are drilling a copper/gold project in Canada (Ranoke) and in Nevada (Big Ten). They also have five early exploration gold projects in Nevada. They are drilling Bonita (8,000 acres)... more
10/22/2022
Analysis
Updated: Amani Gold Ltd
Amani Gold (previously Burey Gold) has a 65% ownership in a large open pit project in Central Africa. The Giro Gold Project comprises of two permits in the Moto Greenstone Belt (DRC) on 125,000 acres. They have been drilling since 2014 with good results.... more
10/22/2022
Analysis
Updated: Excellon Resources Inc
Excellon Resources is a small silver producer in Mexico. Their La Platosa property (50,000 acres) is producing 1 million oz (~500 gpt). That is the highest grade silver mine in Mexico. However, all-in sustaining costs are around $22 per oz, which is high, more
10/21/2022
Analysis
Updated: Amaroq Minerals Ltd
Amaroq Minerals (formerly AEX Gold) is in the process of restarting a gold mine in Greenland. Nalunaq is a past-producing mine with 250,000 oz at 18 gpt. Production stopped in 2009. They think exploration will increase the deposit to 1 million oz at 18... more
10/20/2022
Analysis
Updated: Silver North Resources
Alianza Minerals was created in 2015 from the combination of Tarsis Resources and Estrella Gold. It is a project generator without an advanced project. They have 16 early exploration projects in the Yukon, Colorado, Nevada, and Peru. They have 3 JVs with... more
10/20/2022
Analysis
Updated: Thunderstruck Resources Ltd
Thunderstruck Resources is a project generator focused in Fiji. They are exploring 4 deposits, half of which are base metals (copper and zinc). They have two high-grade zinc discoveries (Nakoro and Korokayiu) and two gold projects (Liwa and Rama). All of... more
10/19/2022
General
New SeekingAlpha Article: Best of the Best
https://seekingalpha.com/article/4547387-best-of-the-best-list-my-favorite-gold-and-silver-mining-stocks more
10/19/2022
Analysis
Updated: Krakatoa Resources Ltd
Krakatoa Resources is a project generator located in Australia. They are exploring several projects in Australia. They have both rare earth projects (Mt Clere and Dalgaranga) and gold projects (Rand, Belgravia, Turon). All of them are early exploration,... more
10/19/2022
Analysis
Updated: Gunpoint Exploration Ltd
Gunpoint Exploration is a project generator with an advanced project in Nevada (Talapoosa). Newcrest has a 75% option. It is a 1.3 million oz (1 gpt) open pit project with an additional 15 million oz of silver (15 gpt). They also have a silver project (El more
10/18/2022
Analysis
Updated: Ridgeline Minerals Corp
Ridgeline Minerals is a new project generator focused in Nevada. They recently optioned their Swift project (18,000 acres) and kept 30% (25% for full carry). Plus, they have a low-grade silver/gold discovery (Selena) on 6,000 acres (44m grading 123 g/t... more
10/18/2022
Analysis
Updated: Laurion Mineral Exploration Inc
Laurion Mineral Exploration is a project generator focused in Canada. They have a single project (Ishkoday) in Ontario. It is a past-producing high-grade underground gold mine (17 gpt) from the 1940s. They have targeted 100,000 meters of drilling over a... more
10/18/2022
Analysis
Updated: Guanajuato Silver
Guanajuato Silver is an emerging mid-tier silver producer in Mexico. They acquired the El Cubo mine from Endeavour Silver. Then they acquired the Valenciana, San Ignacio, and Topia mines from Great Panther. All of the mines except Topia are located in... more
10/17/2022
Analysis
Updated: Mantle Minerals Ltd
Caeneus Minerals is a project generator focused in Australia. They are drilling in an area near DeGrey's large Hemi project. Their properties are Mt Berghause - Roberts Hill on 80,000 acres. They started drilling in 2021 with 197 holes, and drilled more... more
10/17/2022
Analysis
Updated: Aurion Resources Ltd
Aurion Resources has a large high-grade gold discovery (Risti-Aamuruska) in Finland. Drilling has just begun, but they have 3400 samples averaging 10 gpt. This property is on 35,000 acres, but they have 500,000 acres in Northern Finland. They are... more
10/16/2022
Analysis
Updated: Red Rock Resources Plc
Red Rock Resources is a mining, oil and gas, exploration and development company. They have several projects, but only a $7 million FD market cap. Clearly, management has not achieved their objectives. They have projects all over the world.
They own... more
10/16/2022
Analysis
Updated: Capella Minerals Ltd
Capella Minerals (formerly New Dimension Resources) is a project generator focused in Sweden, Finland, Canada, and Argentina. All are early exploration, with several JVs optioned to partners.
Sierra Blanca (10,000 acres) is a 20% JV silver project in... more
10/15/2022
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 (they own 50%), which is one of the highest-grade large open pit mines in the world. They are projecting cash costs of $600 per oz. However,... more
10/14/2022
Analysis
Updated: P2 Gold Inc
P2 Gold is a project generator focused in Canada and the USA. They have one advanced project (Gabbs) in Nevada on 7,500 acres. It is a 1.5 million oz (.4 gpt) gold deposit with 400 million lbs of copper for offsets. They are drilling it and plan to... more
10/12/2022
Analysis
Updated: NevGold Corp
NevGold Corp is a project generator focused in Nevada, Idaho, and British Columbia. In 2022, they acquired the Nutmeg project (1 million oz at .65 gpt)) in Idaho. They paid $9M in shares, and still owe $6M in shares in 2023/24. They plan to do a PEA, but... more
10/11/2022
Analysis
Updated: Tristar Gold Inc
TriStar Gold is advancing an open pit project (CDS) to production in Brazil. It is on 70,000 acres, and they think it has a 10-mile trend of mineralization for exploration. CDS is 2 million oz (1 gpt), with 1.4 million oz of reserves (1 gpt).
They... more
10/11/2022
Analysis
Updated: QC Copper and Gold Inc
QC Copper and Gold is advancing a large copper and gold project (Opemiska) in Quebec. They have a maiden resource, but no PEA. They plan to drill for a couple of years and then do a PEA. They have 1.3 billion lbs of copper, plus significant gold offsets ( more
10/10/2022
Analysis
Updated: Golconda Gold
Galane Gold is a small gold producer in South Africa. They will produce around 25,000 oz in 2022, with all-in costs around $1500 per oz. Their Galaxy underground mine in South Africa is 1.5 million oz (their share) and is ramping up production to 43,000... more
10/10/2022
Analysis
Updated: DELETE - Shanta Gold Ltd
Shanta Gold is a mid-tier producer in Tanzania. Their New Luika open-pit mine is a 1.1 million oz resource (4 gpt). 2022 production will be about 75,000 oz, with around $1350 all-in costs (free cash flow). Thus, they are profitable at low gold prices.... more
10/09/2022
Analysis
Updated: Saturn Metals Ltd
Saturn Metals is advancing a large gold project (Apollo Hill) in Australia (250,000 acres). It is a 1.5 million oz (.6 gpt) open pit deposit that is growing in size. They are working on a PEA that will be out in 2023. Then they plan to begin a PFS and... more
10/08/2022
Analysis
Updated: New Gold Inc
New Gold is a mid-tier producer that has been struggling. They were producing 550,000 oz (gold equivalent) in 2017 and everything looked good. Today their production is down to 350,000 oz. Their costs exploded in 2019 and they lost money. The big jump in... more
10/08/2022
Analysis
Updated: Ora Banda Mining Ltd
Ora Banda Mining is an emerging mid-tier producer in Australia. They were a producer in 2018, but ran into financial issues. They renamed the company and recapitalized their debt, which was eliminated. They currently have no debt and no streaming deals.... more
10/07/2022
Analysis
Updated: DELETE - Meteoric Resources N.L.
Meteoric Resources had a small high-grade gold project in Brazil (Juruena) which they sold for US$20M (plus 2% GSR capped at $2M). This is a significant amount for a deposit with only 250,000 oz, but it had some really impressive drill holes (like 20... more
10/07/2022
Analysis
Updated: District Metals Corp
District Metals is a project generator focused in Sweden. They are drilling their Tomtebo project (12,500 acres). It is a past-producing property with historical drilling. It is a polymetallic mine which historically produced mainly copper, but drill... more
10/06/2022
Analysis
Added: DELETE - BBX Minerals Ltd
BBX Minerals is an Australian-based project generator with two gold projects in Brazil. Ema (4,000 acres) and Tres Estados (2,500 acres) are both early exploration with not very much drilling. I'm surprised the market cap is $21M, even after dropping 70%... more
10/06/2022
Analysis
Updated: Greatland Gold Plc
Greatland Gold is a London-based stock with several exploration properties (375,000 acres) in Australia and Tasmania. One of those properties (Havieron) is a 30% JV with Newcrest Mining. It has a $600 million capex and is funded for construction next... more
10/05/2022
Analysis
Updated: Emx Royalty Corp
EMX Royalty Corp (formerly Eurasian Minerals) is a global project generator with 50+ projects (many are available for option) in about 10 countries. They have a capable CEO (David Cole) who is generating stockholder value and aggressively growing the... more
10/05/2022
Analysis
Added: Nagambie Resources Ltd
Nagambie Resources is a project generator focused in Australia. They are drilling their Nagambie project (12,000 acres) in Victoria. So far, drill results have been disappointing and mostly very narrow. But investors have been patient. Even with the bad... more
10/05/2022
Analysis
Updated: Tudor Gold Corp
Tudor Gold has several large properties (90,000 acres) in the golden triangle in British Columbia. Currently, their focus is on Treaty Creek (45,000 acres). Early drill results in 2019 increased their FD market cap to $77 million. Then in 2020, it jumped... more
10/05/2022
Analysis
Updated: Metalla Royalty
Metalla Royalty & Streaming (formerly Excalibur Resources) is a new royalty company formed in 2016. They have grown aggressively and now have 70 royalty and streaming properties. They currently have 5 producing assets, with 24 more in development. They... more
10/04/2022
Analysis
Updated: SSR Mining Inc
SSR Mining (previously Silver Standard Resources) has become mostly a gold mining company. They purchased the Marigold mine in 2013 from Barrick Gold in Nevada. This was a good deal. Marigold will give them 200,000 oz of gold production for 15 years. It†more
10/04/2022
Interview
Don Interviewed on Arcadia Economics Podcast.
https://youtu.be/8bnR4BEb4fM more
10/04/2022
Analysis
Added: Great Boulder Resources Ltd
Great Boulder Resources is a project generator focused in Australia. They have several projects, but their focus is Side Well, which appears to be a significant discovery and likely large mine. They are drilling two discovery deposits (Mulga Bill and... more
10/03/2022
Analysis
Updated: Fury Gold Mines Ltd
Fury Gold Mines was created in October 2020 from the merger between Auryn Resources and Eastmain Resources. The combination creates the potential to develop two projects that have over 2.4 million oz (7 gpt), plus exploration opportunities (likely to... more
10/03/2022
Analysis
Added: Far East Gold Ltd
Far East Gold is a new company, although they have several advanced exploration projects. One of their projects has 1 million oz of gold, but that is not why it has a FD market cap of $106 million. Investors like it because they have several projects... more
10/02/2022
General
September 2022 Newsletter Posted
September 2022 Newsletter Posted. more
10/02/2022
Analysis
Updated: Aris Mining Corp
Aris Mining (previously GCM Mining and Gran Colombia Gold) is mid-tier producer in Colombia.
In 2022, they acquired Aris Mining in a merger of equals and took their name. They now have 25 million oz of resources and plan to expand production to 700,000... more
10/01/2022
Analysis
Updated: Midland Exploration Inc
Midland Exploration is a project generator with 31 projects on 600,000 acres in Quebec and Ontario. They have 6 JVs (gold projects), including deals with Agnico Eagle, Osisko, IAMGold, Teck and Soquem. However, none of them are advanced projects.
The... more
10/01/2022
Analysis
Updated: Sierra Madre Gold and Silver Ltd
Sierra Madre Gold and Silver is a project generator focused in Mexico. They are a new company that had an IPO in 2021. They have three properties. The main focus appears to be the La Guitarra Mine they acquired from First Majestic in May 2022. First... more
10/01/2022
Analysis
Updated: DELETE - York Harbour Metals Inc
York Harbour Metals is an explorer in Newfoundland. Their priority is the York Harbour project (10,000 acres) in Newfoundland. It was in production from 1934 to 1942. It is a copper, zinc, and silver property. Eric Sprott bought 5%. Phases 1 & 2 only... more
10/01/2022
Analysis
Updated: Kuya Silver Corp
Kuya Silver is a new silver developer in Peru. They recently acquired the Bethania property and mine (4,000 acres). It has been in private hands and operating off and on for 40 years. Recently it was producing 400,000 oz per year. It does not have a... more
10/01/2022
Analysis
Updated: Vizsla Silver Corp
Vizsla Resources is a new company formed in 2019. They purchased a large property (Panuco) in Mexico for $43 million in cash and shares. Currently, they owe $23 million that must be paid over 6 years. $2.3 million is due in 2022 and the payments get... more
10/01/2022
Analysis
Updated: Northisle Copper & Gold Inc
Northisle Copper and Gold has a large copper/gold project (Hushamu) in Canada. The location is excellent, near an existing mine in British Columbia. If you like copper, this could be a very good speculation stock. They have a PEA from 2021 with a $1.4... more
10/01/2022
Analysis
Updated: Emmerson Resources Ltd
Emmerson Resources is a project generator focused in Australia. They have a significant high-grade discovery (Tennant Creek) that is driving their share price higher. Tennant Creek is a 25% JV with the potential to become a large mine. They recently did... more
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