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News from February 2015

02/28/2015
Analysis  
Updated: Falco Resources Ltd
Falco Resources has a very large property (Noranda Gold Camp) in Quebec on 175,000 acres. The Noranda Gold Camp has 14 past producing mines that produced 19 million oz of gold. They are focusing on the Horne Mine that produced 11 million oz at 6 gpt....  more
02/28/2015
Analysis  
Updated: Falco Resources Ltd
Falco Resources has a very large property (Noranda Gold Camp) in Quebec on 175,000 acres. The Noranda Gold Camp has 14 past producing mines that produced 19 million oz of gold. They are focusing on the Horne Mine that produced 11 million oz at 6 gpt....  more
02/27/2015
Analysis  
Updated: Tembo Gold Corp
Tembo Gold is a new company with a large project (25,000 acre Tembo property) in Tanzania. They have just begun drilling (192 holes) a known area with high grade surface mineralization. There are 6 operating mines in the area, including a 20 million oz...  more
02/26/2015
Analysis  
Updated: DELETE - Westmountain Gold Inc
Westmountain Gold is an exciting company. They obtained the Terra Project in Alaska in 2011 and are already mining it. They have $7 million in debt and no cash, which make this an extremely risky stock. The Terra project is on 54,000 acres in Alaska, and...  more
02/24/2015
Analysis  
Updated: Radius Gold Inc
Radius Gold is a project generator with early exploration projects in Idaho, Mexico, and Guatemala. They sold their advanced projects for $20 million in 2012 and are now starting over. They do have a JV with Fortuna in Mexico (Tiacolula). Plus the have...  more
02/23/2015
Analysis  
Updated: Erdene Resource Development Corp.
Erdene Resource Development is an early player in Mongolia. A country with a significant amount of natural resources. They have two projects that should make it into production. Their Altan Nar gold project is still early exploration, but they have found...  more
02/22/2015
Analysis  
Updated: Euro Sun Mining Inc
Carpathian Gold is a producer in Brazil with a huge debt load. There is a lot to like about this company, but it has extreme risk because they have a lot of debt ($177 million) and no cash. They have 9 million oz of gold and a FD market cap of $6 million.  more
02/22/2015
Analysis  
Updated: Pershing Gold Corp
Pershing Gold is a new company. They have three projects in Nevada. One is a past producing mine (Relief Canyon) that they are planning to resume production in 2016. They will release a PEA in 2015. Relief Canyon has a permitted and operational plant,...  more
02/21/2015
Analysis  
Updated: Anglogold Ashanti Ltd.
AngloGold Ashanti is one of the largest majors. They are also one of the most undervalued. In fact, they have a 2.5 rating, which is rare for a major. The key for this company is reducing their debt ($3.9 billion) and avoiding political issues in S....  more
02/21/2015
Analysis  
Updated: Kilo Goldmines Ltd
Kilo Goldmines is high risk speculation stock. However, they appear to have a lot of gold on their properties (150,000 acres). They have already defined 1.7 million ounces (2.5 gpt) at their shallow open pit Imbo project. Plus they have many targets to...  more
02/21/2015
Analysis  
Updated: Minera IRL Ltd
Minera IRL is a small producer, with mid-tier potential. It has extreme risk, because they have $27 million in debt and only $5 million in cash. Plus, they need $175 million for the capex of their flagship project (Ollachea in Argentina). They have been...  more
02/20/2015
Analysis  
Updated: Hecla Mining Company
Hecla Mining has three long life high grade (10 oz per ton) low cost silver mines. They will produce 11 million oz of silver in 2015 at cash costs around $7 per oz. Plus, two of those mines (Greens Creek and Casa Berardi will produce 180,000 oz of gold....  more
02/18/2015
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. Today the stock is trading at $7. However, they have been aggressive, purchasing Orko Silver, Paramount Gold, and a...  more
02/16/2015
Analysis  
Updated: Coeur Mining Inc
Coeur d Alene Mines has underperformed since 2006. They have to reach $70 per share just to get back to where the share price traded in 2006. Today the stock is trading at $11. However, they now have their debt under control (although still $300 million)...  more
02/16/2015
General  
New Improvements to Search and Compare
We have added some improvements to search and compare, involving volume, currencies, exchanges and column views.  more
02/15/2015
Analysis  
Updated: Monument Mining Ltd.
Monument Mining is an emerging mid-tier producer. They will produce 40,000 oz in 2015 (2.5 gpt at $700 cash costs) and they have a FD market cap of $26 million. The stock has crashed 85% since 2011 and is trading at a low. They have significant upside...  more
02/15/2015
Analysis  
Updated: St Barbara Ltd
St. Barbara is a mid-tier gold producer based in Australia. They have three producing mines. Leonora and King Hills in Australia at 265,000 oz. Simberi in Papau New Guinea at 70,000 oz. Cash costs for the last quarter were $850 per oz, and they are cash...  more
02/14/2015
Analysis  
Updated: Golden Queen Mining Co.
Golden Queen Mining is building a mine in California. It is funded and constuction is 1/3 completed. They own 50% of the Soledad project (2.4 million oz at .5 gpt and 85% recovery). The project also has 45 million oz of silver (52% recovery). Counting...  more
02/14/2015
Analysis  
Updated: Mcewen Mining Inc
McEwen Mining is a mid-tier silver and gold producer. In 2015, they will produce 3 million oz of silver and 90,000 oz of gold. By 2017, that should increase to 9 million oz of silver and 150,000 oz of gold. Thus, by 2017 they should be producing...  more
02/14/2015
Analysis  
Updated: Scorpio Gold Corp
Scorpio Gold is a small producer in Nevada (production began in 2011). The have a FD market cap of $16 million and are a likely 3 bagger long term at higher gold prices. Their problem is growth and limited resources (currently around 500,000 oz). They...  more
02/14/2015
Analysis  
Updated: Alexandria Minerals Corp.
Alexandria Minerals appears to be a project generator, but they claim to also be a developer. When I see a company with an advanced project and all they plan to do is drill that is a sign they have no intention of building the mine. Their main project...  more
02/12/2015
Analysis  
Updated: ValOro Resources
Geologix Exploration is highly undervalued, with a FD market cap of only $6.5 million. It is a potential 50 bagger, although I would like this stock a lot better if their flagship Tepal project was not so dependent on copper demand. They claim that they...  more
02/11/2015
Analysis  
Updated: ValOro Resources
Geologix Exploration is highly undervalued, with a FD market cap of only $6.5 million. It is a potential 50 bagger, although I would like this stock a lot better if their flagship Tepal project was not so dependent on copper demand. They claim that they...  more
02/10/2015
Analysis  
Updated: Freegold Ventures Ltd
Freegold Ventures has two advanced large gold projects in Alaska. The combined resources of these two projects is 8 million oz. They are both economic grade surface mines, and have easy year round access. The Golden Summit project (6 million oz at .6 gpt)  more
02/08/2015
Analysis  
Updated: Benton Resources Inc
Benton Resources is a project generator without any advanced projects. They do have 8 projects in Canada and some potential. They have one JV and four other gold projects they are currently exploring. One of these five projects could turn into an...  more
02/08/2015
Analysis  
Updated: Edgewater Exploration Ltd.
Edgewater Exploration looks like a potential 50 bagger long term. They have an advanced gold project (Corcoesto) in Spain. It is a 1.2 million oz resource at 1.3 gpt. They completed a feasibility study in 2013 and it is permitted (10 year mine life at...  more
02/08/2015
Analysis  
Updated: Gabriel Resources Ltd
Gabriel Resources has a 18 million oz (1 gpt) gold project in Romania called Rosia Montana (they own 80%). It will be the largest gold mine in Europe. However, there are several negatives with this stock. First, they are having trouble getting their...  more
02/08/2015
Analysis  
Updated: Hochschild Mining Plc
Hochschild Mining is a large silver producer in South America. They will produce 28 million of silver equivalent in 2015. The stock has crashed since 2011 (trading at $10) because they do not have low cash costs. However, they were profitable in their...  more
02/07/2015
Analysis  
Added: Polymetal Intl. Plc
Polymetal International is a major with both large gold and silver production in Russia. They have 24 million oz of gold resources and 340 million oz of silver resources. They are producing 900,000 oz of gold and 29 million oz of silver. All-in costs are...  more
02/06/2015
Analysis  
Updated: GMV Minerals Inc
GMV Minerals has a very low market cap ($1 million fully diluted) for owning this much land (700,000 acres). Guyana is known for having gold and they own leases on several large properties. They are just now starting phase 1 drilling, soil sampling,...  more
02/06/2015
Analysis  
Added: Pinecrest Resources Ltd
Pinecrest Resources has a large gold project (Enchi) in Ghana, West Africa. It is a large property (175,000 acres) with a lot of drilling targets. They are going to do a PEA for the current 1 million oz deposit (.5 gpt), but I think it will be larger. I...  more
02/06/2015
Analysis  
Added: Abitibi Royalties Inc
Abitibi Royalties owns 30% of the Malartic CHL property. They do not have to pay any of the costs until production begins. The developer and operator is Yamana Gold and Agnico Eagle, and this is likely to turn into a large mine. It is still early...  more
02/06/2015
General  
New Feature: Cost Basis Calculator
We've just rolled out a nice little feature.. the Cost Basis Calculator, which you will find from the portfolio view page.  more
02/06/2015
General  
New Improvement: Searching and Short-listing
Auto-searching improved, searches have titles where possible. Short-listing vastly improved.  more
02/04/2015
Analysis  
Added: Inca One Gold Corp
Inca One Gold is a toll miner in Peru. The process gold ore from other companies for a profit. They have a plan to grow from 100 tpd to 1000 tpd - if they can sign enough contracts with gold producers. They estimate free cash flow to be $8 million at 100...  more
02/03/2015
Analysis  
Updated: Golden Hope Mines Ltd
Golden Hope Mines is a high risk speculation stock. They have a potential flagship in their Bellechase property in Quebec. It is on 45,000 acres in an excellent location. They have drilled 30,000 meters and have a 43-101 for 400,000 oz at 2 to 3 gpt....  more
02/03/2015
Analysis  
Added: Saracen Mineral Holdings Ltd.
Saracen Mineral Holding is a mid-tier gold producer in Australia. They have two operating open pit mines and are currently developing another. They have 7 million oz of resources at 1.6 gpt and think they can be a 300,000 oz producer. They plan to...  more
02/02/2015
Analysis  
Updated: Treasury Metals Inc
Treasury Metals is highly undervalued and a likely 5 bagger. They have a large (1.7 million oz) advanced stage project (Goliath) in Ontario, Canada. They are permitting it and a final feasibility study is coming in 2015. They are forecasting production...  more
02/01/2015
Analysis  
Added: Hochschild Mining Plc
Hochschild Mining is a large silver producer in South America. They will produce 28 million of silver equivalent in 2015. The stock has crash since 2011 because they do not have low cash costs. However, they were profitable in their last quarter and...  more
02/01/2015
General  
New members forum is launched
We've launched out new members forum  more
02/01/2015
General  
January 2015 Newsletter Posted
The January 2015 Newsletter has just been posted. If you're set to receive a notification via email, it will be arriving shortly.  more


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