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03/31/2023
Analysis
Updated: Future Mineral Resources Inc
Sulliden Mining Capital was a successful exploration company led by Stan Bharti, who recently left the company. It is now primarily a holding company, with equity holdings worth approximately C$3.8 million, with the largest position being potash-related.... more
03/31/2023
Analysis
Updated: Avidian Gold Corp
Avidian Gold is a project generator focused in Alaska and Nevada. They appear to be a new company. They have 4 early exploration projects that all appear to be potential mines. Golden Zone (25,000 acres) is the most advanced with 300,000 oz at 1.5 gpt.... more
03/29/2023
Analysis
Updated: DELETE - Essential Metals Ltd
Essential Metals (formerly Pioneer Resources) is a project generator focused in Australia. They are primarily a base metals explorer. They have an advanced Casesium project (Sinclair), plus a couple of lithium projects (Pioneer Dome and Mavis Lake). And... more
03/28/2023
Analysis
Updated: DELETE - Calidus Resources
Calidus Resources became a gold producer in Western Australia in 2022. Their Warrawoona project has 1.7 million oz at 1 gpt (Klondyke property), and is likely to grow in size. They are producing about 65,000 oz’s at a break-even cost of $1600 per oz.... more
03/27/2023
General
New SeekingAlpha Article: Why Gold and Gold Miners Make Sense in 2023
https://seekingalpha.com/article/4590438-newmont-why-gold-and-gold-miners-make-sense-in-2023 more
03/27/2023
Analysis
Updated: Predictive Discovery Ltd
Predictive Discovery is an Australian gold miner advancing a large high-grade open pit project (Bankan) in Guinea. The pit is currently projected to be 3.5M oz at 1.7 gpt. That is very large and the reason for their $219M FD market cap without a PEA.... more
03/26/2023
Analysis
Updated: West Red Lake Gold Mines Inc
West Red Lake Gold Mines has three properties (7,500 acres) in a good location: the Red Lake district in Ontario, Canada. It is next door to Rubicon Minerals. They are drilling 3 projects on their Red Lake property: Mount Jamie, Rowan Lake, and Red... more
03/25/2023
Analysis
Updated: Kestrel Gold Inc
Kestrel Gold is a project generator focused in Canada. All of their projects are early exploration. Their QCM project (15,000 acres) in the Yukon is their priority. It has a significant discovery hole of 111 meters at 2.8 gpt. They are low on cash or... more
03/25/2023
Analysis
Updated: GPM Metals Inc
GPM Metals has the option to acquire 75% in an early exploration silver project. The Walker Goosan project (425,000 acres) in Australia is in an area known for silver discoveries and could have potential.
This stock appears to be a very high risk... more
03/25/2023
Analysis
Updated: First Tellurium Corp
First Tellurium Corp (formerly Deer Horn Capital) is advancing a small gold/silver/tellurium project in British Columbia. They choose to focus on the tellerium but this is probabely for marketing reasons since it is a very small part of the revenue, the... more
03/24/2023
Analysis
Updated: Fitzroy Minerals Ltd
Norseman Silver is a project generator focused in Canada. They have four early exploration projects in British Columbia (Silver Switchback, Silver Vista, New Moon and Cariboo) and one in Argentina (Taquetren). They drilled Vista silver in 2021 and... more
03/24/2023
Analysis
Updated: Champion Bear Resources
Champion Bear is a project generator focused in Ontario, Canada. They have 1 gold project (Plomp Farm) on 4,000 acres. It has 50,000 meters of historic drilling from 1994 to 2007, so someone liked the geology. But all of that drilling has resulted in a... more
03/23/2023
Analysis
Updated: Titan Minerals Ltd
Titan Minerals has a large gold project in Ecuador (Dynasty). It's a high-grade 2.1 million oz (4 gpt), plus 17 million oz of silver (36 gpt) open pit project. It is growing in size, and they say it is only 20% explored. Dynasty has a lot of drill... more
03/21/2023
Analysis
Updated: Serabi Gold
Serabi Gold is a small gold producer in Brazil. They will produce 30,000 oz in 2023 from their Palito and Sao Chico deposits using a single mill. They have about 500,000 oz (7 gpt) between both deposits.
In 2017, they acquired the Coringa gold... more
03/19/2023
Analysis
Updated: Pelangio Exploration Inc
Pelangio Exploration is a project generator focused in West Africa and Canada. They have four large exploration properties in Ghana (60,000 Ha). It looks like they have found a potential million oz mine (Manfo). The Obuasi and Akroma projects look... more
03/19/2023
Analysis
Updated: KEFI Gold and Copper
Kefi Minerals has a large gold project in Ethiopia. The Tula Kapi (80% JV) open pit and underground project has 1.7 million oz and is growing in size. The PEA is economic with low cash costs around $700 per oz. The capex is high at $320 million, and was... more
03/18/2023
Analysis
Updated: Golden Lake Exploration Inc
Golden Lake Exploration is a project generator focused in Nevada. They have a gold discovery (Jewel Ridge) on 1,800 acres. They released an excellent discovery hole in phase 1 (3 meters at 57 gpt and 450 gpt silver), and two more in phase two (18.68... more
03/18/2023
Analysis
Updated: Provenance Gold Corp
Provenance Gold is a project generator with three early exploration gold projects in Nevada and Oregon. They recently acquired the Eldorado property in Oregon. It has a historical resource estimate of around 1 million oz at .7 gpt. It has 236 historical... more
03/17/2023
Analysis
Updated: Manhattan Corporation Ltd
Manhattan Corporation Ltd is a project generator focused on Australia. They have one large property (Tibooburra) that spans 500,000 acres. They are currently drilling six targets, including New Bendigo (with intersections of 8 meters at 40 g/t au, 16... more
03/17/2023
Analysis
Updated: Rumble Resources
Rumble Resources is a project generator focused in Western Australia. They have had success before with exploration and have a good exploration team. Their valuation jumped 4x in 2021 after a large base metals discovery (Earaheedy). It is primarily a... more
03/16/2023
Analysis
Updated: DELETE - Filo Mining Corp
Filo Mining was a spinout project from NGex Resources in 2016. It is a large copper/gold/silver project in Argentina, with 3.3 billion lbs of copper, 7 million oz of gold (70% recovery), and 180 million oz of silver (80% recovery). They released a PFS in... more
03/15/2023
Analysis
Updated: Endurance Gold Corp
Endurance Gold is a project generator focused in North America (USA, Canada). They recently acquired a property (Reliance) in British Columbia (3,000 acres) that looks interesting. They drilled 84 holes from 2020 to 2022. It appears to be a discovery and... more
03/14/2023
Analysis
Updated: Aura Minerals Inc
Aura Minerals is a mid-tier producer in Honduras, Brazil, and Mexico. They will produce about 275,000 oz in 2023 (70% of revenue is gold and 30% copper) with all-in costs (breakeven) around $1300 per oz. They have about $128 million in cash and $214... more
03/13/2023
Analysis
Updated: Meridian Mining UK Societas
Meridian Mining is advancing a gold/copper project in Brazil. It is trying to become a gold/copper miner. A PEA is due in 2023. The resource is 1 million oz (.6 gpt) of gold, plus significant copper offsets. The FD market cap was $157 million in 2021... more
03/12/2023
Interview
Don interviewed by New America
https://youtu.be/OW9c5An8FJM more
03/12/2023
Analysis
Updated: Belo Sun Mining Corp
Belo Sun Mining is developing a large open pit project in Brazil called Volta Grande (330,000 acres). It is a 6 million oz open pit project (1 gpt). The feasibility study was released in March 2015. The capex is $300 million capex to produce 200,000 oz... more
03/11/2023
Analysis
Updated: Renforth Resources Inc
Renforth Resources is a project generator focused in Canada. They have 6 properties in Quebec, two of them JVs. Their Parbec property (500 acres) has a 250,000 oz (1.8 gpt) resource that have the potential to become a mine. If it was a larger property... more
03/11/2023
Analysis
Updated: G Mining Ventures Corp
G Mining Ventures is building a large gold mine (Tocantizinho) in Brazil. It's a 2 million oz deposit at 1.2 gpt (nearly all reserves) that will produce 175,0000 oz annually (although a $250M gold stream). Investors like it, which is reflected in their... more
03/10/2023
Analysis
Updated: Inca One Gold Corp
Inca One Gold is a toll milling company in Peru. They process gold ore from other companies for a profit. They have two mills with a capacity of 450 tpd but they only managed to average 180 tpd in 2022. Revenue was ~$50 million but they were losing money. more
03/10/2023
Analysis
Updated: Plato Gold
Plato Gold is a project generator. They have 4 early exploration projects in Ontario, Canada. They are small properties, but in a good location. Osisko Mining holds 80% of Harker (400 acres) and 50% of Guibord. Their other two are Holloway (400 acres)... more
03/10/2023
Analysis
Added: Alchemy Resources Ltd
Project Generator focused in Australia. They have several early exploration projects, but nothing significant yet. They are drilling in Western Australia at their Lake Rebecca and Karonie projects. They also have projects in NWS (Overflow, Yellow... more
03/10/2023
Analysis
Added: Bulletin Resources Ltd
Bulletin Resources is a project generator focused in Western Australia. They have 5 gold projects and one lithium project (Ravensthorpe). They seem to currently be focusing on their lithium deposit, but are also exploring their early exploration gold... more
03/09/2023
Analysis
Updated: Benton Resources Inc
Benton Resources is a project generator. They sold their advanced gold project (Cape Ray) in Newfoundland in Canada for $4 million. I would have preferred if they kept at least 20%. But they have three JVs in Newfoundland that look promising. The first... more
03/09/2023
Analysis
Updated: Kairos Minerals
Kairos Minerals is a project generator focused in Western Australia. They have two early exploration gold projects that are interesting. Mt York is in the Pilbara region and has 850,000 oz (1.5 gpt). They may have some of the conglomerate that everyone... more
03/09/2023
Analysis
Updated: Renegade Gold
Trillium Gold Mines (formerly Confederated Minerals) is trying to advance a high-grade project (Newman Todd) in Red Lake, Ontario. They own 88,600 hectares in the Red Lake Mining District. They own 100% of the Confederation Belt & Newman Todd projects,... more
03/09/2023
Analysis
Updated: Alicanto Minerals Ltd
Alicanto Minerals is a project generator based in Australia. In 2019, they acquired three projects in Sweden on 42,000 acres. Sala and Greater Falun all early exploration with very little drilling. Sala is a past producing silver mine that mined 200... more
03/09/2023
Analysis
Updated: Aurania Resources Ltd
Aurania Resources is a new company with an early exploration project in Ecuador called the Lost Cities / Cutucu project. It is a large property with 500,000 acres. In 2017 and 2018 they collected soil samples and looked for drilling targets. They began... more
03/09/2023
Analysis
Updated: Kalamazoo Resources
Kalamazoo Resources is a project generator in Australia. They have 125,000 acres in Victoria, with one property next to Kirkland Lake's Fosterville mine. Investors think they might have found a high-grade mine.
They also have 3 properties (Dom's Hill,... more
03/08/2023
Analysis
Added: Asra Minerals Ltd
Asra Minerals is a project generator focused in Australia. They have an REE/Gold project in Western Australia (Mt Stirling) on 40,000 acres. It looks like their focus is on REE (rare earth minerals), but they have 10 gold drill targets and a maiden... more
03/08/2023
Analysis
Updated: 1911 Gold Corp
1911 Gold is a new company that was able to consolidate the Rice Lake properties (125,000 acres) in Manitoba. It includes the True North mine (1 million oz at 6 gpt) and 1300 tpd permitted mill. This was owned by San Gold, which was valued at over $1... more
03/08/2023
Analysis
Added: Western Exploration Inc
Western Exploration is a new company formed in 2022. They have a solid project (Aura) in Nevada with 1.1M oz at 1.4 gpt and growing in size. They are drilling 3 deposit areas (Doby George, Gravel Creek, and Wood Gulch. The infrastructure is excellent in... more
03/07/2023
Analysis
Updated: Astral Resources NL
Anglo Australian Resources is a project generator focused in Western Australia. Their Mandilla project (3,500 acres) is a 780,000 oz (1 gpt) open pit project, plus another 13,000 meters of completed drilling. This looks like a mine. They do not have a... more
03/07/2023
Analysis
Updated: Puma Exploration Inc
Puma Exploration is a project generator focused in Canada. They have four projects in New Brunswick and Manitoba. They had a gold discovery (William Brook) in New Brunswick in 2021 (50 meters at 5.5 gpt). It's a large property (50,000 acres) with a lot... more
03/07/2023
Analysis
Updated: Xtra-Gold Resources Corp
Xtra Gold Resources is a project generator with one property in Ghana (West Africa). The Kibi project has significant potential. It is on 55,000 acres and has 4 deposits that they are drilling. Zone 2 had a 43-101 resource estimate in 2012 of 400,000 oz... more
03/07/2023
Analysis
Updated: Sable Resources
Sable Resources is a project generator. They have several properties in Mexico (Vinata, Escarpe), and Argentina (Don Julio, El Fierro, Los Pumas). Currently, they don't have a significant discovery, but they seem to be making progress. Investors are... more
03/07/2023
Analysis
Updated: Desert Gold Ventures Inc
Desert Gold Ventures is a project generator focused in West Africa (Mali). They have several contiguous properties (SMSZ) totaling 100,000 acres. It is already a 1 million oz deposit (1 gpt), and they are targeting 2 to 6 million oz. They are drilling... more
03/05/2023
Analysis
Updated: Cabral Gold
Cabral Gold is developing a gold project in Brazil. Cuiu Cuiu is a 1 million oz (1 gpt) resource that is growing in size. It's still early exploration without a PEA. They plan to release a PFS in 2023. The management team owns 15% and sold their last... more
03/05/2023
Analysis
Updated: Equinox Gold Corp
Equinox Gold was formed in 2017 from a merger between Trek Mining, NewCastle Gold, and Anfield Gold. Then in 2020, they merged with Leagold Mining, a 400,000 oz producer with 20 million oz of gold. And in 2021, they acquired Premier Gold, which will add... more
03/04/2023
Analysis
Updated: Falco Resources Ltd
Falco Resources has a large gold project in Quebec on 175,000 acres. The Horne mine is a 5 million oz deposit at 1.4 gpt, with significant amounts of copper (260 million lbs) and zinc (1.2 billion lbs) for offsets. Revenue is projected at about 70% gold,... more
03/04/2023
Analysis
Updated: DELETE - Nevada Silver Corp
Nevada Silver Corp is advancing a low-grade silver project called Corcoran in Nevada. While they may be a development company, they have not given guidance on advancing the project to production. Corcoran contains 32M oz of AgEq (including gold), but has... more
03/04/2023
Analysis
Updated: Silver Bullet Mines Corp
Silver Bullet Mines is a new company formed in 2021. They built a mill at their Black Diamond property (5,000 acres) in Arizona and processing has began. Their website is lacking information and no production costs or guidance is available as of yet. I... more
03/04/2023
Analysis
Updated: Silver One Resources Inc
Silver One Resources is a new company formed in 2016. In 2017, they acquired the Candalaria project in Nevada from Silver Standard for $4 million in shares, plus a 3% NSR. This project has a historical resource of 45 million oz in M&I at 3.5 opt (includin more
03/04/2023
Analysis
Updated: Paramount Gold Nevada Corp
Paramount Gold Nevada is developing a gold project in Oregon (Grassy Mountain). It's a 1 million oz (6 gpt) underground mine. They plan to mine 50,000 oz per year for 8 years. The cash costs are projected to be low at around $550 per oz. Permits are due... more
03/02/2023
Analysis
Updated: Seabridge Gold Inc
Seabridge Gold is the largest project generator by market cap. They have three giant projects, but these are not currently economic to build. They are currently de-risking them with permitting and feasibility studies. The stock reached $37 per share in... more
03/02/2023
Analysis
Updated: Mcewen Mining Inc
McEwen Mining has three operating mines in Canada, Nevada, and Argentina. In 2023, they will produce about 150,000 oz of gold equivalent. Costs are high, with all-in costs around $1750 per oz (AUEQ). These high costs are why their share price has not... more
03/01/2023
General
February 2023 Newsletter Posted
February 2023 Newsletter Posted. more
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