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02/28/2025
Analysis
Updated: Allegiant Gold
Allegiant Gold (a spinout from Columbus Gold) is a project generator focused on Nevada and Arizona. They have five projects, one of which is a 25% JV. Their flagship project is Eastside, which has an open-pit resource of 1.4 million oz of gold (0.55 g/t)... more
02/28/2025
Analysis
Updated: Coeur Mining Inc
Coeur Mining has underperformed since 2006. They have to reach $70 per share just to get back to where the share price traded in 2006. However, they have been aggressive, purchasing Orko Silver, Paramount Gold, a mine from Goldcorp, and now Silvercrest... more
02/28/2025
Analysis
Updated: First Majestic Silver Corp
First Majestic Silver is a large silver/gold producer in Mexico. They recently acquired Gatos Silver in an all-share deal with a 16% premium. Before the Gatos deal, First Majestic was a troubled company with high costs, high debt, and still suffering... more
02/28/2025
Analysis
Updated: Omineca Mining & Metals Ltd
Omineca Mining & Metals has a high-grade gold JV called Wingdam in Canada (they own 50%). In 2012, a Bulk Sample recovered 173.5 ounces from a single 2.4m wide, 23.4m long crosscut drift. In 2024, two geotechnical holes further defined the underground... more
02/27/2025
General
February 2025 Newsletter Posted
February 2025 Newsletter Posted. more
02/27/2025
Analysis
Updated: Cabral Gold
Cabral Gold is developing a gold project in Brazil. Cuiu Cuiu is a 1.2 million oz (1 gpt) resource that is growing in size. It's still early exploration. They released PFS to mine the 300K oz oxides in 5 blankets. The capex is $37M with construction... more
02/27/2025
Analysis
Updated: Coeur Mining Inc
Coeur Mining has underperformed since 2006. They have to reach $70 per share just to get back to where the share price traded in 2006. However, they have been aggressive, purchasing Orko Silver, Paramount Gold, a mine from Goldcorp, and now Silvercrest... more
02/26/2025
Analysis
Updated: Mcewen Mining Inc
McEwen Mining has three operating mines in Canada, Nevada, and Argentina. In 2025, they will produce about 130,000 oz of gold equivalent. Costs are high, with all-in costs around $2400 per oz (AUEQ). These high costs are why their share price has not... more
02/26/2025
Analysis
Updated: Seabridge Gold Inc
Seabridge Gold is an exploration company focused in Canada. It has been advancing the largest undeveloped gold project in the world. KSM-Mitchell is close to being construction-ready. It has 160M oz of gold, including 47M oz’s of reserves. It will... more
02/26/2025
Analysis
Updated: Cerrado Gold Inc
Cerrado Gold is a gold producer in Argentina. Their Don Nicholas mine in produces about 50,000 oz a year, with breakeven costs (free cash flow) around $1900 per oz. It is a large property (750,000 acres) with a lot of targets. They will need to be... more
02/25/2025
Analysis
Updated: Kinross Gold Corp
Kinross Gold is a major with 2 million oz of gold equivalent production. Their all-in costs (breakeven) for 2025 are projected to be around $1850. Free cash flow should be around $2 billion at $2900 gold. For every $100 gold prices rise, their net profit... more
02/24/2025
Analysis
Updated: Strickland Metals Ltd
Strickland Metals appears to be a developer. In 2024, they paid $37 million for the Rogozna Project in Serbia, which contains a JORC compliant Inferred Mineral Resource of 5.4M oz AUEQ, including 3Moz AU, 214KT CU, and 364KT ZN. Their website says it... more
02/23/2025
Analysis
Updated: Ariana Resources Plc
Ariana Resources is a gold producer in Turkey. They have a 23% ownership of Kiziltepe (producing) and Tavsan (possible second mine). Cash costs were projected to be about $700 per oz, but they lost money last Qtr. Production is about 20,000 oz per year (t more
02/23/2025
Analysis
Updated: Fortune Minerals Ltd
Fortune Minerals has an almost shovel-ready gold/copper/cobalt/bismuth project (Nico) in Canada (Northwest Territories). An updated feasibility study is due in 2025. The problem is the high capex ($437 million), although they will get government help... more
02/22/2025
Analysis
Updated: Turmalina Metals Corp
Turmalina Metals is a project generator focused in South America. They have a high-grade gold discovery in Argentina (San Francisco). Initial drill results were impressive. 82 meters at 4.4 gpt AU and 82 gpt AG, 109 meters at 4.9 gpt AU and 109 gpt AG.... more
02/22/2025
Analysis
Updated: Orvana Minerals Corp
Orvana Minerals is a small gold producer in Spain. Their guidance is for 40k oz of gold and 3.5 million lbs of copper at El Valle. It is a 1 million oz resource (3.6 gpt) in Spain that appears to be a long-life mine. It has high breakeven costs and lost... more
02/22/2025
Analysis
Updated: Sibanye-Stillwater
Sibanye-Stillwater (previously Sibanye Gold) is a major that was created by Gold Fields. It encompasses three producing underground mines in South Africa that have about 150 million oz (AUEQ) in resources. They will produce platinum, palladium, rhodium,... more
02/22/2025
Analysis
Updated: Sibanye-Stillwater
Sibanye-Stillwater (previously Sibanye Gold) is a major that was created by Gold Fields. It encompasses three producing underground mines in South Africa that have about 150 million oz (AUEQ) in resources. They will produce platinum, palladium, rhodium,... more
02/21/2025
Analysis
Updated: Core Assets Corp
Core Assets Corp. is a project generator focused on Canada. They have a single large property, Blue, in British Columbia (275,000 acres). In 2022, they made a significant discovery at their Silver Lime property, intersecting 2 meters of 661 g/t Ag and 13% more
02/21/2025
Analysis
Updated: Northern Dynasty Minerals Ltd
Northern Dynasty is trying to advance the Pebble project in Alaska. However, an important key environmental permit was denied by the US Government (EPA). Unless this permit decision is reversed in court, this project is stuck. Alaska wants the project... more
02/21/2025
Analysis
Updated: Dryden Gold Corp
Dryden Gold was formed in 2024. They are a project generator focused in. Canada. They have three properties in the Dryden district in Ontario. It is an excellent location. This is why Eric Sprott and Rob McEwen both participated in the IPO (both each own... more
02/21/2025
Analysis
Updated: Kenorland Minerals Ltd
Kenorland Minerals is a project generator focused in Canada and Alaska. They have 100% ownership of thirteen properties across Canada. All of various metals so they're diversified across the sector. They have one JV currently with four additional... more
02/21/2025
Analysis
Updated: Gold Resource Corp
Gold Resource Corp is a small producer in Mexico. They are often referred by their trading symbol GORO. After they went into production in 2011, their share price rocketed to $30 a share. However, it came all the way back, trading at 39 cents today, with... more
02/20/2025
Analysis
Updated: TDG Gold Corp
TDG Gold has an exciting project in British Columbia. It includes about 10 properties that are all closely connected. Shasta-Newberry is already a 1M oz deposit at 1 gpt, but this is early exploration that will take at least 5 years to drill. They have... more
02/20/2025
Analysis
Updated: Erdene Resource Development Corp
Erdene Resource Development is an early player in Mongolia, a country with a significant amount of natural resources. In February 2023, they did a 50% JV for their gold projects and kept their molly/copper project (Zuun). The buyer, which is the largest... more
02/20/2025
Analysis
Updated: Gold Mountain Mining Corp
Gold Mountain Mining acquired a past-producing mine (Elk Gold) in British Columbia. It has a 1 million oz (5 gpt) resource. The capex was only $5 million to restart the mine. They are trying to truck ore to a mill 25 miles away. Phase 1 was supposed to... more
02/17/2025
Analysis
Updated: Brightstar Resources Ltd
Brightstar Resources is a development story in Australia. They were a small company but did a merger in 2024 that was a game-changer. They now have 3M oz’s at 1.5 gpt, with 4 mining hubs in Western Australia. They are targeting 100K oz of annual... more
02/17/2025
General
Don Interviewed on Soar Financial
Don Interviewed on Soar Financial more
02/16/2025
Analysis
Added: Mawson Finland Ltd
Mawson Finland was formed in 2024 from a spin-out of Mawson Gold (which changed its name to Southern Cross Gold). They have a single project (Rajapalot) in Finland. It is a solid project (30,000 acres) and will become a mine. The resource is 900,000 oz... more
02/16/2025
Analysis
Updated: Dynacor Group
Dynacor Group uses a unique business model. They use the free cash flow from a mill (about $50 million expected in 2025) to finance exploration and pay dividends (4% yield). They plan to add additional toll milling operations in Peru and Senegal (West... more
02/15/2025
Analysis
Added: Dreadnought Resources Ltd
Dreadnought Resources is an exploration company focused in Australia. They have a high-grade discovery (Mangaroon) in Western Australia. It is 23,000 oz at 12 gpt. They want to use that deposit to be self-funding. They are currently permitting the... more
02/14/2025
Analysis
Added: Torque Metals Ltd
Torque Metals is advancing two significant gold projects (I am assuming their Edleston acquisition will close in Q2 2025). Paris in Western Australia (300,000 acres) is a significant discovery. It is 250,000 oz at 3 gpt with drill holes of 35M at 14 gpt... more
02/14/2025
Analysis
Updated: Pelangio Exploration Inc
Pelangio Exploration is a project generator focused on West Africa and Canada. They have three large exploration properties in Ghana (148,000 acres), including what appears to be a potential million-ounce deposit at Manfo. The Obuasi and Akroma projects... more
02/13/2025
Analysis
Updated: Northern Superior Resources Inc
Northern Superior Resources has exploration projects in Canada (Quebec and Ontario). Philibert Project had a new maiden resource completed in 2023 which found 279,000oz Au at 1.10 g/t indicated and 1.70M oz at 1.10 g/t Au inferred. They are cashed up and... more
02/13/2025
Analysis
Updated: West Vault Mining Inc
West Vault Mining (previously West Kirkland Mining) purchased the Hasbrouck and Three Hills properties from Allied Nevada in 2014. They have a pre-feasibility study (updated in 2023) to produce 70,000 oz annually (for 8 years) with a capex of $66 million. more
02/13/2025
Analysis
Added: Silver Crown Royalties Inc
Silver Crown Royalties is a new royalty company that has a unique model. They are going after by-product silver production using NSRs. Often this silver production is only used to lower a company's costs. Silver Crown offers these companies an upfront... more
02/13/2025
Analysis
Updated: Arcwest Exploration Inc
Arcwest Exploration (previously Sojourn Exploration), is a new project generator in British Columbia, Canada. In February 2018 a new management took over the company, lead by Tyler Ruks who founded West Cirque Resources that was acquired by a company... more
02/13/2025
Analysis
Updated: Northstar Gold Corp
Northstar Gold is a project generator focused in Canada. They have three early exploration gold projects in Ontario. Miller-Rosegrove (2700 acres) is their main focus and was explored by Oban Mining from 2012 to 2015. They drilled 27 holes, several of... more
02/11/2025
Analysis
Updated: Calibre Mining Corp
Calibre Mining is a large mid-tier gold producer. They have done a very good job acquiring properties in Nicaragua. They acquired two producing mines (El Limon and La Libertad). Between them, they will produce about 200,000 oz in 2025. Plus, they have... more
02/11/2025
Analysis
Updated: Lake Victoria Gold
Lake Victoria Gold (Previously Tembo Gold) is trying to advance a project (25,000 acre Tembo property) in Tanzania. They ran out of money in 2014 and stopped drilling. However, with increased gold prices, it seems that they have resumed their business... more
02/11/2025
Analysis
Updated: K2 Gold Corp
K2 Gold (formerly West Melville Metals) is project generator focused in Canada and California. They have two gold discoveries: Mojave in California and Si2 in Nevada. Si2 covers 25,000 acres and is located 20 km northwest of Allegiant Gold’s Eastside... more
02/10/2025
Analysis
Updated: Endeavour Silver Corp
Endeavour Silver is a silver/gold producer in Mexico. They have 2 high-grade silver/gold producing mines (Guanacevi and Bolanitos), with expected production of 5 million oz (AG) in 2025. They have high all-in costs (free cash flow) around $27 per oz. But... more
02/09/2025
Analysis
Updated: Solstice Gold Corp
Solstice Gold is a project generator focused on Canada. In 2024, they optioned the Strathy gold project, which is currently their main focus. They released results from an IP survey, showing a NE-SW trending resistivity low, bounded by the Leckie Fault.... more
02/07/2025
Analysis
Updated: Peloton Minerals Corp
Peloton Minerals is an exploration company currently focused in Nevada. North Elko Lithium seems to be their focus now. It has 419 claims and is 100% owned with no royalties. They're extremely low on cash so expect more share dilution or for them to... more
02/07/2025
Analysis
Updated: Empire Metals Ltd
Empire Metals (Previously Georgia Mining and noricum Gold) is trying to become a producer. They have projects in Australia (Pilbara), Georgia (Russian satellite country), and Austria. Their main focus in 2025 is their titanium project in Australia. Their... more
02/07/2025
Analysis
Updated: Regis Resources Ltd
Regis Resources is a large Australian mid-tier gold producer. They will produce about 365,000 oz in 2025, with free cash flow of around $300 million at $2800 gold. It has an FD market cap of $1.5 billion. Breakeven costs (FCF) are around $2100 per oz,... more
02/07/2025
General
Don Interviewed on Palisades Radio
Don Interviewed on Palisades Radio more
02/07/2025
Analysis
Updated: PolarX Ltd
PolarX Ltd is an Australian exploration company with two properties in Alaska (Caribou dome & Stellar which comprise the Alaska Range project) and two in Nevada (Black canyon & Fourth of July, which comprise the Humboldt Range).
Stellar Property has... more
02/06/2025
Analysis
Updated: Eloro Resources Ltd
Eloro Resources is advancing a large low-grade tin/silver project in Bolivia. I think they are an exploration company, although they are considering building a pilot plant for $25M to become a small producer. That could be a game-changer for the company... more
02/06/2025
Analysis
Updated: STLLR Gold
STLLR Gold (previously Moneta Gold) came into existence in 2024 when Moneta Gold and Nighthawk Gold merged as equals. Both had large projects in Canada. Combined, they have about 18M oz at 1 gpt, and they are likely to find more. If fact, they are... more
02/05/2025
General
Don Interviewed by Charlotte McCleod
Don Interviewed by Charlotte McCleod more
02/04/2025
Analysis
Updated: Ramelius Resources Ltd
Ramelius Resources is a mid-tier producer in Western Australia. They are producing about 275,000 oz with all-in costs (free cash flow) around $1500 per oz. Plus, they have $295 million in cash, and no debt. So, they are not cheap with an FD market cap of... more
02/04/2025
Analysis
Updated: Ascot Resources Ltd
Ascot Resources has a large high-grade gold project in Canada (British Columbia). They have six deposits (Premier, Silver Coin, Big Missouri, Martha, Dillworth, and Red Mountain) with 3 million oz (7 gpt).
The location is the golden triangle, where... more
02/03/2025
Analysis
Updated: Meeka Gold Ltd
Meeka Gold is advancing a large gold project (Murchison) in Western Australia. It is already 1.2 million oz (3 gpt) and has an additional 30,000 meters (from St Annes) that will add a few more hundred thousand ounces. It is a large (90,000 acres)... more
02/03/2025
Analysis
Updated: Americas Gold & Silver Corp
Americas Gold & Silver Corp (formerly Americas Silver Corp) was a mid-tier gold/silver producer in Nevada (Relief Canyon), Mexico (Cosala), and Idaho (Galena). However, they had to put their gold mine (Relief Canyon) on C&M (care & maintenance) because... more
02/02/2025
Analysis
Updated: Lode Resources Ltd
Lode Resources is a project generator focused on Australia. They have seven projects, including five precious metals projects and two base metals projects. Their current focus is the Montezuma project in Tasmania, which contains high-grade antimony and... more
02/01/2025
Analysis
Updated: Ivanhoe Mines Ltd
Ivanhoe Mines has two major projects, plus a significant zinc project. Although they aren't primarily a gold or silver miner, their Platreef PGM project in South Africa contains 7 million ounces of gold (0.25 gpt) and 50 million ounces of AuEq. About 90%... more
02/01/2025
General
January 2025 Newsletter Posted
January 2025 Newsletter Posted. more
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