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04/26/2025
Analysis
Updated: Arizona Metals Corp
Arizona Metals Corp is drilling two projects in Arizona. I'm not sure if they are an exploration or development company. Investors are valuing them like a developer, and their CEO is someone who builds and operates mines. They had a whopping $650 million... more
04/25/2025
Analysis
Updated: Silver Mountain Resources Inc
Silver Mountain Resources is a new company formed in 2022. They acquired Reliquias, a previously operational mine in Peru with a permitted mill (2,000 tpd), and plan to resume production. The deposit is 28M oz at 280 gpt AGEQ. About half is silver the... more
04/25/2025
Analysis
Updated: Kingston Resources Ltd
Kingston Resources is a small gold producer in Australia. They have been producing an open pit (Mineral Hill) and tailings and plan to transition to underground mining in 2025. In 2024, they raised $20 million using debt and equity to mine underground....... more
04/24/2025
Analysis
Updated: Patronus Resources
Patronus Resources (previously Kin Mining) is developing a gold project (Cardinia-Mertondale) in Western Australia. It is a 1 million oz (1 gpt) resource (four deposits) with a pre-feasibility study. Construction was started once before, and then they... more
04/23/2025
Analysis
Updated: Trident Resources Corp
Trident Resources is a project generator focused in Saskatchewan, Canada. It was formed in 2024, by merging Rockridge Resources, Mas Gold, and Eros Resources into Trident. They are drilling two discoveries. Contact Lake (35,000 acres) has a historical... more
04/22/2025
Analysis
Updated: PPX Mining Corp
PPX Mining (previously Peruvian Precious Metals) has a small gold project in Peru. So far they have found around 500,000 oz of gold equivalent oz (including silver) at pretty good grades (2 gpt gold and 70 gpt silver). There is no company presentation,... more
04/21/2025
Analysis
Updated: Wia Gold Ltd
Wia Gold is an Australian development company focused in Africa. They are advancing a significant discovery (Kokoseb) in Namibia (South Africa). The maiden resource was 1.3M oz at 1 gpt AU in 2023. It then grew to 2.2M oz at 1 gpt in 2024. It has 5-kilome more
04/21/2025
Analysis
Updated: Auric Mining Ltd
Auric Mining is a small gold producer in Western Australia. They mined 10,000 oz in 2023 at their Jefferys Find property and made a $1M profit. They plan to expand production in 2025 at their Munda property, which has 200,000 oz, plus some excellent... more
04/21/2025
Analysis
Updated: Greatland Gold Plc
Greatland Gold is a London-based stock with several exploration properties (600,000 acres) in Australia and Tasmania. One of those properties (Havieron) is an 8M oz AGEQ (including copper), with 7M oz of AU at 1.3 gpt.
Havieron has a PFS to produce... more
04/21/2025
Analysis
Updated: Sierra Madre Gold and Silver Ltd
Sierra Madre Gold and Silver is 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 Majestic now owns 44% of... more
04/19/2025
Analysis
Updated: Golden Minerals Co
Golden Minerals was doing great in 2011 with a share price high of $28 (the ATH is $700 after a 25 to 1 reverse split in 2023). They had 50 properties on 800,000 acres, including two flagship projects. Velardena in Mexico and El Quevar in Argentina.... more
04/19/2025
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 3M oz at 1.4 gpt, plus UG at 1.5M oz at 4 gpt. That is very large (and growing in size) and the reason... more
04/19/2025
Analysis
Added: White Cliff Minerals Ltd
White Cliff Minerals is a project generator based in Australia but exploring in Canada. They have two large early exploration projects. Rae (300,000 acres) is a copper/silver project in Nunavut with extensive discovery holes, but no maiden resource. It... more
04/18/2025
Analysis
Updated: Compass Gold Corp
Compass Gold is a small producer focused in West Africa (Mali). They control two large properties — Tarabala and Moribala — with multiple targets spread across 250,000 acres, collectively referred to as the Sikasso Project.
The area is surrounded... more
04/18/2025
Analysis
Updated: Starcore Intl. Mines Ltd
Starcore International is a small gold producer in Mexico, with annual production of approximately 25,000 AuEq oz at their San Martin mine. They have high costs and are generating only a small profit at current gold prices, which has led investors to... more
04/18/2025
Analysis
Updated: Discovery Silver Corp
Discovery Silver became a mid-tier gold producer in 2025 when it acquired the 16M oz Porcupine project (350,000 acres) in Ontario, Canada, from Newmont. This large property (350,000 acres). Porcupine just began production and has a long mine life of at... more
04/17/2025
Analysis
Added: Medallion Metals Ltd
Medallion Metals is advancing a gold/copper project in Western Australia. Ravensthorpe (75,000 acres) is a 1.6M oz AUEQ resource with good gold grades (5 gpt UG and 2 gpt open pit), plus .6% CU. I wish they were calling it a gold mine with copper offsets, more
04/16/2025
Analysis
Added: KGHM Polska Miedz S.A.
KGHM Polska. I had never analyzed this stock because their website is in polish. I used Grok to translate the data. Woo-woo. We can now include it on GSD. They produce 40M oz of silver in Poland and have 2B oz's of resources, and 700M oz of reserves. The... more
04/15/2025
Analysis
Added: Everest Metals Corporation Ltd
Everest Metals is trying to become a small gold producer in Western Australia. They have two projects that are both small deposits. Revere is their focus. It has mineralization on a 7-kilometer strike. They are doing some bulk sampling using a low-cost... more
04/15/2025
Analysis
Updated: Gold Royalty Corp
Gold Royalty Corp is a newer royalty company created by Goldmining Inc. They spun-out 18 NSRs (from their projects with 25 million oz of gold) and funded it via an IPO to start out with about $87 million in cash. Then they acquired Ely Royalties and... more
04/14/2025
Interview
Don Interviewed on EarthLabs.
https://youtu.be/US8yHKztzgM?si=FkNFekpT-r4EK4G9 more
04/14/2025
Analysis
Added: Red Metal Ltd
Red Metal Ltd is a project generator focused in Australia. They have several properties they are drilling, but no significant discovery yet. They do have one rare earth discovery (Sybella) in Queensland that they are advancing, and it seems to be their... more
04/14/2025
Analysis
Updated: Royal Gold Inc
Royal Gold is a royalty company based in the US. They have 175 properties spread over 17 countries. 40 are producing and 19 are in development. 76% are gold focused. 67% of their income comes from streams. They did $719M in revenue in 2024 (Up from $606M... more
04/13/2025
Analysis
Added: James Bay Minerals Ltd
James Bay Minerals is advancing a gold project in Nevada. Their Independence project has a 1M oz (6.5 gpt AU) underground deposit, plus a 250K oz (.4 gpt AU) open pit deposit. They are focusing on developing the underground deposit. It will take 2-3... more
04/13/2025
Analysis
Added: Talisman Mining Ltd
Talisman Mining is a project generator focused in Australia. They have two large properties. Lachlan in NSW is 1.5M acres. Gawler Craton is 2M acres. Both are still early exploration, which is why their have a low FD mkt cap under $20M.
They have a... more
04/12/2025
Analysis
Updated: Abcourt Mines Inc
Abcourt Mines has made slow progress over the years. They seem to have finally begun to move forward. They plan to do a 7 to 1 reverse split and change their name in conjunction with a recent acquisition. Plus, they plan to advance two of their project... more
04/12/2025
Analysis
Updated: Harmony Gold Mining Co.
Harmony Gold Mining is a major, with an FD market cap of $11 billion. They are a 1.5 million oz producer. Their problem is that all of its producing mines are in South Africa, plus it is pricey, with not much upside. They have large resources, with 11... more
04/11/2025
Analysis
Updated: Goldstone Resources
Goldstone Resources has a project in Ghana (Homase-Akrokeri). They are ramping up production at the Homase mine, which hosts 600,000 oz at 1.7 g/t Au (though only a small portion is oxide). They initially targeted 20,000 oz of production in 2022 with... more
04/11/2025
Analysis
Updated: Dome Gold Mines
Dome Gold Mines has 3 gold properties in Fiji covering 95,000 acres. However, they found a magnetite deposit (Sigatoka) of 190 million tons (11% magnetite). They say they are close to production at Sigatoka, but they don't give much details on how they... more
04/11/2025
Analysis
Updated: Chakana Copper
Chakana Copper is advancing a silver discovery (La Joya) in Peru. Recent drill results showed 4.5m at 323.6 g/t Silver. They believe that their is the potential to find gold and copper there as well. They are planning to drill another 2,000m there in... more
04/11/2025
Analysis
Updated: Galleon Gold Corp
Galleon Gold (formerly Pure Nickel) acquired Explor Resources in 2019. Explor had several properties, including the West Cache project. It has both an open pit (with 300,000 ounces at 1.5 gpt) and an underground mine (with 800,000 ounces at 2.5 gpt). It... more
04/11/2025
Analysis
Updated: Galleon Gold Corp
Galleon Gold (formerly Pure Nickel) acquired Explor Resources in 2019. Explor had several properties, including the West Cache project. It has both an open pit (with 300,000 ounces at 1.5 gpt) and an underground mine (with 800,000 ounces at 2.5 gpt). It... more
04/11/2025
Analysis
Updated: Silver Viper Minerals Corp
Silver Viper Minerals is a project generator focused in Mexico. They have a significant discovery (La Virginia) on 15,000 acres. It has a 6-kilometer strike with 300 holes drilled. Some of their drill holes have been exciting (8 meters at 9 gpt Au, 500... more
04/10/2025
Analysis
Updated: Warriedar Resources Ltd
Warriedar Resources (previously Anova Metals) is an Australian company with a gold project in Nevada (Big Springs) and two large exploration projects in WA Australia (Golden Range & Field Finds). Until recently their focus was a small producing gold mine... more
04/10/2025
Analysis
Updated: Kobo Resources Inc
Kobo Resources is a Canadian-based exploration company focused in West Africa. Their Kossou project (35,000 acres) in Cote d'Ivoire appears to be a discovery, although it's still early. They completed 10,000m of drilling in 2024 with results of 10m at 3.2 more
04/10/2025
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
04/10/2025
Analysis
Updated: Sonoro Gold Corp
Sonoro Gold was created in 2011 by the principals of Pediment Gold following its takeover by Argonaut Gold. They are trying to become a small gold producer in Mexico with an advanced project in the permit stage. They plan to use the projected cashflow to... more
04/10/2025
Analysis
Updated: Dakota Gold Corp
Dakota Gold (formerly Dakota Territory Resource Corp) is advancing the old Homestake property in South Dakota. The Homestake mine produced 40M oz. They have 10 properties on 48,000 acres, including 13,000 acres on private land. The CEO said he would like... more
04/09/2025
Analysis
Updated: Bear Creek Mining Corp
Bear Creek Mining is trying to advance a large low-grade silver project in Peru. Corani (300 million oz at 50 gpt, plus zinc and lead offsets) is one of the largest undeveloped silver projects in the world. It is shovel-ready but requires a 3-year build.... more
04/08/2025
Analysis
Updated: Red Pine Exploration Inc
Red Pine is a project generator focused on Canada. Their Wawa project (15,000 acres in Ontario) contains 1.7M oz of gold. They anticipate doing a PEA sometime in late 2025 or early 2026. They are currently completing a 25,000m drill program so expect... more
04/08/2025
Analysis
Updated: Fresnillo Plc
Fresnillo is a major with an FD market cap of $8 billion and is perhaps the largest silver producer at 52 million oz per year (plus 550,000 oz of gold). They have high costs, but it is still a very profitable company. They have huge resources, with 2.2... more
04/08/2025
Analysis
Updated: Torex Gold Resources Inc
Torex Gold Resources is a large gold producer in Mexico. In 2025, they will produce around 400,000 oz AUEQ at $1500 AISC and $1900 breakeven costs (FCF) per oz. They will complete open pit mining in 2025, and then will mine three underground mines (ELG,... more
04/08/2025
Analysis
Updated: S2 Resources Ltd
S2 Resources is a project generator based in Australia. They have a significant nickel discovery and are drilling 6 target areas. It appears to be a large nickel mine. They also have several early exploration gold projects, but no discoveries. They have... more
04/08/2025
Analysis
Updated: Rio2 Ltd
Rio2 Ltd (acquired Atacama Pacific in 2018) has a large gold project (Fenix) in Chile. It is a 5 million oz, low grade (.4 gpt) oxide surface mine (75% recovery rate). Atacama Pacific released a PFS in 2014 to mine 250,000 oz per year. However, the capex... more
04/04/2025
Analysis
Updated: Cassiar Gold Corp
Cassiar Gold is a project generator focused in British Columbia. Cassiar (60,000 hectares) has two separate gold projects. Cassiar North (Taurus) has an inferred resource of 1.4 million oz (1.1 gpt), plus 29,000 meters of drilling. Taurus is growing in... more
04/04/2025
Analysis
Updated: Western Alaska Minerals Corp
Western Alaska Minerals is a new project generator focused in Alaska. They have a significant silver discovery (Waterpump Creek). They are comparing it to a 150M oz discovery and think it is a big mine. They have a nice discovery hole (9 meters at 1800... more
04/03/2025
Analysis
Updated: Denarius Metals
Denarius Metals (formerly Denarius Silver) is a new conpany formed in 2021. They have a strong connection with Aris Mining, which owns 16% of their shares. They have the same Chairman and Aris Mining. They recently acquired a project in Spain (Lomero-Poya more
04/03/2025
Analysis
Updated: Andean Precious Metals Corp
Andean Precious Metals Corp is a silver producer in Bolivia. They acquired the San Bartolome mine from a private company. They produced 4.5 million oz (90 gpt) in 2024. All of their production comes from third-party sources. They get paid to process the... more
04/03/2025
Analysis
Updated: Luca Mining
Luca Mining (formerly Altaley Mining and Telson Mining) is a gold/silver/base metals producer in Mexico (50% revenue from gold and silver). They acquired Campo Morado in 2017, which has a 1 million oz AUEQ deposit. Production is around 40,000 oz AUEQ,... more
04/03/2025
Analysis
Updated: Granada Gold
Granada Gold (previously Gold Bullion Development) has a gold project (Granada) in Quebec, Canada. It is undervalued with an FD market cap of only $5 million, although they working capital issues. It is both a surface mine with good grades (450,000 oz at... more
04/02/2025
General
March 2025 Newsletter Posted
March 2025 Newsletter Posted. more
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