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News from January 2012

01/30/2012
Analysis  
Added: Monument Mining Ltd.
Monument Mining is an emerging mid tier producer. They will produce 50,000 oz in 2012 and they have a fully diluted market cap of $144 million. They appear to be a 3 bagger long term, with production expanding to 80,000 oz in the near term and likely 100,  more
01/26/2012
Analysis  
Added: Mcewen Mining Inc
McEwen Mining is calling themselves an emerging mid tier silver producer. However, they have significant gold properties. In 2012, they will produce 1.4 million oz of silver (their share) and 50,000 oz of gold. In 2014, that will increase to 4 million oz...  more
01/19/2012
Analysis  
Added: Scorpio Gold Corp
Scorpio Gold Corp. is a small producer in Nevada (production began in 2011). The have a fully diluted market cap of $111 million and are a likely 3 bagger long term. Their problem is growth and limited resources (currently around 500,000 oz). They will...  more
01/19/2012
Analysis  
Added: Treasury Metals Inc
Treasury Metals is highly undervalued and a likely 5 bagger. They have a large (1.7 million oz and growing) advanced stage project in Ontario, Canada. They have the goods with their flagship Goliath project and a PFS (pre-feasibility study) coming in...  more
01/18/2012
Analysis  
Added: Golden Queen Mining Co.
Golden Queen Mining is waiting for their final permits from the State of California and the EPA, then they will begin building the 13 year life mine. The mine will produce approximately 100,000 equivalent oz annually (gold and silver). It is an open pit...  more
01/18/2012
Analysis  
Added: Triumph Gold Corp
Northern Freegold is highly undervalued and has the potential to be a 20 bagger. They have drilled only 3% of their flagship Freegold Mountain project (Yukon, Canada) and already have a 2.5 million oz resource (along with 10 million oz of silver and 250...  more
01/14/2012
Analysis  
Added: Freegold Ventures Ltd
Freegold Ventures is highly undervalued, with a fully diluted market cap of $54 million. This is a high risk speculation stock with a lot of potential. They have two projects in Alaska that are nearing advanced stage exploration and both could turn into...  more
01/13/2012
Analysis  
Added: Edgewater Exploration Ltd.
At a quick glance, Edgewater Exploration looks like a potential 10 bagger long term. They have two projects that both look like 100,000 oz long term producers. The Spain project will get a feasibility study in 2012 and potentially most of their permits....  more
01/13/2012
Analysis  
Added: Gabriel Resources Ltd
Gabriel Resources has 20 million oz of gold at their Rosia Montana project in Romania, and it will be the largest gold mine in Europe. However, there are several negatives with this stock. First, they are having trouble getting their environmental permit...  more
01/13/2012
Analysis  
Added: ValOro Resources
Geologix Exploration is highly undervalued, with a fully diluted market cap of only $32 million. It is a likely 5 bagger, although I would like this stock a lot better if their flagship project had more gold and was not so dependent on copper demand....  more
01/13/2012
Analysis  
Added: Gold Standard Ventures Corp
Gold Standard Ventures is an exploration/project generator company. In 2010, they began drilling their 100% owned Railroad project in Nevada on the Carlin Trend. Initial drill results in 2010 and 2011 were very good. There is a good chance they have...  more
01/12/2012
Analysis  
Added: Benton Resources Inc
Benton Resources is a project generator, meaning that they stake and drill. Their objectives are not to mine gold, but to find it and sell it to a partner (called a Joint Venture). Benton does not focus on gold and silver, they also have copper, nickel,...  more
01/12/2012
Analysis  
Added: Candente Gold Corp Com NPV
Candente Gold is highly undervalued at this low market cap valuation of $18 million fully diluted. The El Oro property has a lot of potential. Only two veins on the property were mined to 200 meters and produced 8 million oz of gold equivalent from 1896...  more
01/12/2012
Analysis  
Added: Constantine Metal Resources Ltd.
Constantine Metal Resources is a project generator focused in Canada and the US. They have four excellent exploration projects. This is a high speculation stock with a tiny market cap, but they have significant potential. They hold 1000 sq/km mining...  more
01/12/2012
Analysis  
Added: Continental Gold Inc
Continental Gold has excellent properties in Columbia, but a lot of the value has been priced into the stock. Their flagship Buritina project has some incredible grades and the potential to become a monster deposit. Buritina is already a 3 million oz...  more
01/12/2012
Analysis  
Added: Sierra Metals Inc
Dia Bras Exploration is fairly valued at $400 million fully diluted. They have 10 properties on 500,000 acres in Chihauhau, Mexico, and another 4 properties in Peru. They have 3 operating mines and 5 more in late stage development. Their current...  more
01/12/2012
Analysis  
Added: Dynacor Gold Mines Inc.
Dynacor Gold Mines uses a unique business model. They use cash flow from a mill ($15 million expected in 2012) to finance exploration. They have two early exploration properties in Peru that they are just beginning to drill. Both will take a few years to...  more
01/11/2012
Analysis  
Added: Beaufield Resources Inc
Beaufield Resources has two significant gold properties. The first one is called Tortigny on 300 sq/km in Quebec. It is not yet optioned, but likely will be soon. The drill results for Tortigny have been excellent and it is likely a large gold/silver...  more
01/11/2012
Analysis  
Added: Belo Sun Mining Corp
01/11/2012
Analysis  
Added: Heatherdale Resources Ltd
Heatherdale is undervalued, but a long term investment with substantial risk. They have a fully diluted market cap of $48 million and a late stage development project called Niblack heading toward production in 2017 (construction planned for 2015). The...  more
01/06/2012
Analysis  
Added: Antioquia Gold Inc
Antioquia Gold is highly undervalued and a possible 50 bagger. This happened in 2011 when their drill results at their 100% owned Cisneros project found a potential large mine. They began drilling Cisneros in 2009 and now they are ready to begin a...  more
01/06/2012
Analysis  
Added: Kerr Mines Inc
Armistice Resources is undervalued with a fully diluted market cap of $50 million. They recently purchased 100% of the Kerr-Addison property in Ontario, Canada, which is adjacent to their McGarry property. It is a 500,000 oz resource with significant...  more
01/06/2012
Analysis  
Added: Aura Silver Resources Inc.
Aura Silver is a very high risk stock, but they have two very large properties with significant potential. The 130,000 acre Taviche property is literally next door to the Fortuna high grade San Jose mine. They have already found significant high grade...  more
01/06/2012
Analysis  
Added: AXMIN Inc.
Axmin is highly undervalued at $10 per oz in the ground (future reserves) and a fully diluted market cap of $39 million. They are scheduled to produce 200,000 oz (starting in Q4 2013), and it is a long life mine with a lot of cash flow. A 200,000 oz...  more
01/06/2012
Analysis  
Added: B2gold Corp.
B2Gold is fairly valued and most of the upside is built into the stock price. Production is scheduled to increase from 160,000 oz in 2012 to 300,000 oz in 2015. Doubling production should double their stock price, but they are not cheap today valued at $1  more
01/06/2012
Analysis  
Added: Confederation Minerals Ltd
Confederated Minerals is highly undervalued. They have found a high grade mine (Newman Todd) in the Red Lake District, yet have a fully diluted market cap of only $28 million. They have not released a 43-101 resource estimate, but drill results have...  more
01/06/2012
Analysis  
Added: Puma Exploration Inc
Puma Exploration is highly undervalued, but has significant risk. They appear to have a high grade silver mine in an excellent location in Canada. The problem from my perspective is management. Can they build it themselves, or will they option it? They...  more
01/06/2012
Analysis  
Added: DELETE - Sage Gold Inc
Sage Gold is highly undervalued. They have a fully diluted market cap of $11 million are planning to begin production in Q1 2013 on their Clavos project in Timmins, Ontario. This stock easily could be a 3-4 bagger in about 12 months. They only own 60% of...  more
01/06/2012
Analysis  
Added: Seabridge Gold Inc.
Seabridge is the largest Project Generator by Market Cap. They have four projects that are ready to begin mine development, but they can't find any partners to build the mines. The stock has languished since 2007, and is down more than 50%. If they were...  more
01/06/2012
Analysis  
Added: Silver Grail Resources Ltd.
Silver Grail is a project generator. They have been around for a long time and they don't have many JVs. Looking at their properties, I would say to avoid this stock. However, with a tiny $2 million market cap, they have two gold properties that have...  more
01/06/2012
Analysis  
Added: Wesdome Gold Mines Ltd
Wesdome is highly undervalued. They are an emerging Mid Tier producer and have a fully diluted market cap of only $160 million. They recently stumbled a bit, with production decreasing in 2010 from 96,000 ounces to 69,000. However, they have a decent...  more
01/06/2012
General  
Ramblings
If gold goes to $2500 and silver to $100, which I think is highly probably, the miners are going to be printing money. That is why gold and silver stocks could very well be the investment of this decade. Why? Trend following. If the mining stocks begin rising, many investors are going to jump on the bandwagon. And why not? There will be money to be made. And what other industries/sectors are going to be making money? It's possible that the gold/silver mining sectors could be one of the ONLY...  more
01/05/2012
Analysis  
Added: WildSky Resources
China Minerals purchased Hawthorne Gold in 2011. They have a 150,000 acre property in British Columbia, Canada. There is a 1 million oz surface mine project called Taurus that looks very promising for such a lowly valued stock. The current market cap...  more
01/05/2012
Analysis  
Added: Gowest Gold Ltd
Gowest is highly undervalued, with a fully diluted market cap of $33 million. They only have one property, but it is a 1.2 million oz resource that looks like a sure thing. It is a high grade surface mine with 6 gpt and a high grade underground mine,...  more
01/05/2012
Analysis  
Added: DELETE - Hill End Gold Ltd.
Hill End gold has a nice high grade property that has a lot of potential. However, I've been following this stock for a few years and they have not had much luck with drill results. They have numerous targets on the Hargraves property, which has seen...  more
01/05/2012
Analysis  
Added: Klondike Silver Corp
Klondike Silver has several properties with potential, but have not yet found a flagship property, or even a potential flagship. They continue to explore each of their properties and they may succeed. They have the 25,000 acre Slocam Camp in British...  more
01/05/2012
Analysis  
Added: Nevada Exploration Inc
Nevada Exploration is a project generator, meaning that they stake and drill. Their objectives are not to mine gold, but to find it and sell it to a partner (called a Joint Venture). They have two JVs, which is positive, and their partners are drilling...  more
01/01/2012
Analysis  
Added: Riverside Resources Inc.
Riverside Resources has a very low market cap ($31 million fully diluted) and seems to be progressing as a company. They have a focused approach using their project generator model. Their objectives are not to mine gold, but to find it and sell it to a...  more
01/01/2012
Analysis  
Added: Silver Dragon Resources Inc
Silver Dragon has a tiny fully diluted market cap of $8 million, but has 7 joint venture projects in China. Their joint venture partner is Sino-Top, a Chinese company, who is the developer/operator (although Silver Dragon appears to be highly involved)....  more
01/01/2012
Analysis  
Added: Terraco Gold Corp
Terraco Gold is a speculation stock, but it has big upside potential. If they can find more gold at depth at their 1 million oz Almaden project, the stock will go much higher, likely a 5 bagger long term. It will take 4-7 years to bring Almaden into...  more


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