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11/20/2024
Analysis
Updated: Nicola Mining Inc
Nicola Mining (formerly Huldra Silver) was a small producer in Canada (British Columbia). They have a high-grade (20 opt) deposit (Treasure Mountain). They produced 600,000 oz in 2013 and could have been able to ramp up to around 1 million oz with... more
11/20/2024
Analysis
Updated: Legacy Iron Ore Ltd
Legacy Iron Ore is focused in Western Australia. They have one gold project (South Laverton) on 100,000 acres. It has four deposits (Mt Celia, Yilgangi, Patricia North, and Sunrise Bore). They are drilling all of them. They plan to mine in Mt Celia (300K... more
11/19/2024
Analysis
Added: African Gold Ltd
African Gold is an Australian project generator focused on West Africa. They have several properties in Cote d'Ivoire and Mali. Their main focus in Didievi (100,000 acres) in Cote, which is a high-grade open pit that is growing in size. The deposit it... more
11/17/2024
Analysis
Added: Metal Hawk Ltd
Metal Hawk is a project generator focused in Australia. They have a potential discovery in Western Australia. Their Leinster South - Siberian Tiger property (100,000 acres) has a 3.8 kilometer strike using surface samples and is ready to drill. The... more
11/17/2024
Analysis
Updated: Gateway Mining
Gateway Mining is a project generator focused in Western Australia. They have several properties they are exploring. Their large Montague West property (100,000 acres) is a discovery that they are drilling. It is similar to their Montague East property... more
11/16/2024
Analysis
Updated: Goldflare Exploration Inc
Goldflare Exploration (previously Typhoon Exploration) is a gold exploration company that began in 2003. They have 7 properties in Southern Quebec in the Abitibi gold belt, All are early exploration. The properties range from 700 acres to 3000 acres.... more
11/16/2024
Analysis
Added: Argenta Silver Corp
Argenta Silver was formed in 2024, when they acquired the El Quevar project from Golden Minerals. This is high grade (450 gpt AG) silver project in Argentina in the Salta district, which is one of the best mining districts in Argentina. It has excellent... more
11/16/2024
Analysis
Added: Yukon Metals Corp
Yukon Metals is a project generator focused in the Yukon. It's a new company that was formed in 2024. They have 15 properties on 90,000 acres. All of them are early exploration with little drilling. It's amazing that their valuation is $34M without a... more
11/15/2024
Analysis
Updated: Sailfish Royalty Corp
Sailfish Royalty is a new company. They only have 6 NSR properties, but one of them (San Albino) began paying out in 2021 at about $3 million per year. At higher gold prices, it could double in value. The risk is San Albino is in Nicaragua which had... more
11/15/2024
Analysis
Updated: Wheaton Precious Metals Corp
Wheaton Precious Metals (previously Silver Wheaton) is a large gold/silver royalty company. They have streaming agreements on 18 operating mines, with another 28 in development. 93% of their assets fall on the lower half of the cost curve. Total cash... more
11/15/2024
Analysis
Updated: Wesdome Gold Mines Ltd
Wesdome Gold Mines is a mid-tier producer in Canada (Ontario and Quebec). They have two high-grade underground mines in good locations. They only have 2.5 million oz, but that total should increase. I expect them to find at least 3 million oz and perhaps... more
11/15/2024
Analysis
Updated: Metalla Royalty
Metalla Royalty & Streaming (formerly Excalibur Resources) is a newer royalty company formed in 2016. They grew aggressively and had 70 royalty and streaming properties before agreeing to a merger with Nova Royalty. Existing Metalla shareholders will own... more
11/14/2024
Interview
Sonoro Gold CEO Interview
https://youtu.be/wYNjuKgBhGI?si=R6xTnuPNN5vD1ytk more
11/14/2024
Analysis
Updated: Platina Resources Ltd
Platina Resources is a project generator focused in Australia. They have 7 gold properties in Western Australia. All of them are early exploration. They are mostly large properties and one of them (Xanadu) has a discovery (83 meters at .6 gpt).... more
11/14/2024
Analysis
Updated: Yorbeau Resources
Yorbeau Resources is a project generator in Canada. they have 4 precious metals and 6 base metals projects, all of them in Quebec. They sold thier Rouyn property to Australian investors for C$2M up front. And another C$3M by year end of 2024. And then... more
11/14/2024
Analysis
Updated: Hochschild Mining Plc
Hochschild Mining is a large gold/silver producer in South America. They will produce around 250,000 oz of gold and 8 million oz of silver in 2025 (although they are planning to place Pallancata, which produces 2M oz of silver on C&M because of high... more
11/13/2024
Analysis
Updated: Troilus Gold Corp
Troilus Gold is developing a large open pit mine (Troilus) in Quebec. The deposit is around 10 million oz (.5 gpt AU). It's a huge open pit. Fortunately, it is a past-producing open pit with a permitted tailings area. Plus, the Quebec government owns 12%... more
11/13/2024
Analysis
Updated: Bellevue Gold
Bellevue Gold is developing a large high-grade project in Western Australia (Bellevue). Investors like it, giving them a FD market cap of $1 billion. It is 3.2 million oz (10 gpt) resource. It is economic at low gold prices, with all-in costs (break-even) more
11/13/2024
Analysis
Updated: Bellevue Gold
Bellevue Gold is developing a large high-grade project in Western Australia (Bellevue). Investors like it, giving them a FD market cap of $1 billion. It is 3.2 million oz (10 gpt) resource. It is economic at low gold prices, with all-in costs (break-even) more
11/12/2024
Analysis
Updated: Eldorado Gold Corp
Eldorado Gold is a large mid-tier producer with a lot of reserves (17 million oz). They have been a growth-oriented company. They have 4 operating mines, plus 2 more (Skouries and Perama) are being developed. Production will rise from 480,000 oz to about... more
11/12/2024
Analysis
Updated: Galantas Gold Corp
Galantas Gold is trying to build a small high-grade underground mine in Ireland. It has a low capex ($11 million) because they already have a mill, which was recently used for open pit mining. The Omagh mine is 400,000 oz at 6 gpt. They will need to... more
11/11/2024
Analysis
Updated: First Mining Gold
First Mining Gold was started as a new company in 2014 by Keith Neumeyer, the CEO of First Majestic Silver. His goal was to grow the company by creating a mineral bank of properties. However, in 2017, he hired a CEO (Jeff Swinoga) to develop their... more
11/11/2024
Analysis
Updated: Adriatic Metals
Adriatic Metals is building a large silver/zinc/gold/copper mine (Vares - Rupice) in Bosnia. First pour was achieved in Q3 2024. Commercial production is scheduled for Q4 2024. The capex was $170 million and was mostly financed with debt. They have $120... more
11/11/2024
Analysis
Updated: i-80 Gold Corp
i-80 Gold was created as a spin-out when Equinox Gold acquired Premier Mining. They have four significant properties in Nevada with 15 million oz of gold, plus 175M oz of silver (but low grade). Plus, they have substantial exploration potential to add... more
11/10/2024
Analysis
Updated: Riley Gold Corp
Riley Gold is a new project generator focused on Nevada. They have two early-stage exploration projects, with their primary focus on the Pipeline West/Clipper (PWC) property, which spans 6,000 acres. They have entered a JV with Kinross, which holds the... more
11/09/2024
Analysis
Updated: Montage Gold Corp
Montage Gold is advancing a large open-pit project (Kone - Gbongogo) in West Africa (Cote d’Ivoire). They have 500,000 acres and 5 million oz of gold and are finding more. Their 4 million oz (reserves) open pit has various grades (.9 gpt to .5 gpt), so... more
11/09/2024
Analysis
Updated: Unico Silver
Unico Silver (previously E2 Metals) is advancing two large silver projects in Argentina (the Santa Cruz area, which is ideal for mining). In 2023, they acquired the large Pinguino project (80M oz AGEQ) from Austral Gold. It was a game-changer for them.... more
11/08/2024
Analysis
Updated: Dolly Varden Silver Corp
Dolly Varden Silver is project generator in Canada. They have a large property in British Columbia (40,0000 acres), that has 12 deposit areas. Dolly Varden (50 million oz of silver at 300 gpt) and Homestake Ridge (1 million oz of gold at 4.5 gpt, plus... more
11/08/2024
Analysis
Updated: Eskay Mining Corp
Eskay Mining has 150,000 acres next to the large Seabridge Gold and Skeena Resources projects in the Golden Triangle (British Columbia, Canada). They used to have 3 properties (SIB, Corey, North Mitchell), but in 2021, they were consolidated into a... more
11/06/2024
Analysis
Updated: Fancamp Exploration Ltd
Fancamp Exploration is an experienced project generator with 12 projects, including 6 high-priority projects and 10 NSRs. It will be interesting to see if they want to become explorers and or mine builders or if they pivot to more of a royalty holding... more
11/06/2024
Analysis
Updated: Vior Inc
Vior Inc (Societe D Exploration Mineire Vior) is a project generator in Quebec, Canada which is one of the best jurisdictions in the world. This is a high risk speculation explorer, but they are in a good location. They have been around since 1984 and... more
11/04/2024
Analysis
Updated: Palamina Corp
Palamina Corp is a new project generator. They operate in Peru and have seven early exploration projects, totaling 190,000 acres. They received approval to drill in the Sol de Oro and Cayos zones at their Usicayos Gold Project. Usicayos (previously known... more
11/04/2024
Analysis
Updated: Tanami Gold NL
Tanami Gold is a project generator focused in Australia. They have a 50% JV with Northern Star (Australian major) called CTPJV (Central Tanami) which has 2.7 million oz at 2.8 gpt. Northern Star is the operator. This looks like a large mine that will get... more
11/04/2024
Analysis
Updated: Sunstone Metals
Sunstone Metals is an Australian-based project generator with two gold/copper projects in Ecuador. Both projects are early exploration, but both appear to be discoveries. El Palmer has a maiden MRE of 1.2Moz Gold equivalent. This potentially could be an... more
11/03/2024
Analysis
Updated: Felix Gold Ltd
Felix Gold is an Australian project generator focused in Alaska. They have several large properties in a good location near Fairbanks. They are drilling a discovery at their Treasure Creek property (28,000 acres). Initial results were promising, with... more
11/03/2024
Analysis
Updated: Maronan Metals Ltd
Maronan Metals is a new Australian company formed from a spinout by Red Metals, which is a large shareholder (44%). I think they are a project generator, but might be a developer. They are currently drilling their Maronan property (8,000 acres) in... more
11/03/2024
Analysis
Updated: New Murchison Gold
Ora Gold (formerly Thundelarra) is trying to become a gold producer in Australia. Their Crown Prince project (60,000 acres) is exciting. It is in a good location in Western Australia, which is a large mining district.
It is currently only a 250K oz... more
11/02/2024
Analysis
Updated: Fortuna Mining
Fortuna Mining (previously Fortuna Silver) is a mid-tier gold and silver producer in Mexico, Peru, Argentina, and West Africa (Burkina Faso, Cote d'Ivoire, Senegal). They used to be focused in Mexico and South America. Today, their focus has pivoted to... more
11/01/2024
General
October 2024 Newsletter Posted
October 2024 Newsletter Posted. more
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