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03/31/2020
Analysis
Updated: DELETE - Guyana Goldfields Inc.
Guyana Goldfields is a mid-tier producer in Guyana, South America. They had been performing well and their FD market cap reached $740 million in 2018. Then they missed their guidance, and missed it badly on grade and production and costs. Grade dropped... more
03/30/2020
Analysis
Updated: DELETE - Macarthur Minerals
Macarthur Minerals has 7 properties (325,000 acres) in the Pilbara region of Western Australia. They have been aggressive in obtaining properties in case the Pilbara turns out to be a mining district. Their company presentation implies that they are not... more
03/30/2020
Analysis
Updated: Labrador Gold Corp
Labrador Gold is a project generator focused in Canada. They have 4 early exploration projects and no discovery yet. All their properties are large: Hopedale (115,000 acres); Ashuanipi (220,000 acres); Nain (125,000 acres); and Borden Lake (8,000 acres).... more
03/30/2020
Analysis
Updated: Orosur Mining Inc
Orosur Mining is a project generator with two projects in South America. They have a 20% JV with Newmont (the option allows Newmont to obtain 80% with a free-carry for Orosur to production). The Anza project (50,000 acres) is in Colombia, but is not an... more
03/29/2020
Analysis
Updated: Kin Mining
Kin Mining is developing a gold project (Cardinia) in Western Australia. It is a 1 million oz (1.4 gpt) resource (four deposits) with a pre-feasibility study. Construction was started once before and then they halted work because they were over budget... more
03/29/2020
Analysis
Updated: DELETE - Coziron Resources
Coziron Resources is a project generator focused in Western Australia. They were focused on iron ore projects (Yarraloola, Shepherds Well, and Buddado), but they happen to own large land holdings in the Pilbara (350,000 acres). This should get them to... more
03/28/2020
General
New Gold-Eagle article: Gold Price Forecast and Gold Thesis
https://www.gold-eagle.com/article/2020-gold-price-forecast-and-gold-thesis more
03/28/2020
Analysis
Updated: DELETE - Essential Metals Ltd
Pioneer Resources is a small base metals producer in Australia. They have an advanced Casesium project (Sinclair), plus a couple of lithium projects (Pioneer Dome and Mavis Lake). And they have a cobalt project (Golden Ridge). So, this is primarily a... more
03/28/2020
Analysis
Updated: Calidus Resources
Calidus Resources is developing a gold project in the Pilbara in Western Australia. Their Warrawoona project has 1.25 million oz at 1.8 gpt (Klondyke property) and is likely to grow in size. Calidus is giving guidance for construction in 2021, and they... more
03/28/2020
Analysis
Updated: Cabral Gold
Cabral Gold is a project generator with a project in Brazil. Cuiu Cuiu is a 1 million oz (1.2 gpt) resource that is growing in size. It's still early exploration without a PEA. They plan to drill in 2019. The management team owns 27% and sold their last... more
03/28/2020
Analysis
Updated: Predictive Discovery Ltd
Predictive Discovery is an Australian project explorer focused in West Africa. They have more than 2 million acres in Burkina Faso, Guinea and Cote d'Ivoire. Not only do they have huge land holdings, but they have been aggressively adding more. They have... more
03/26/2020
Analysis
Updated: Kalamazoo Resources
Kalamazoo Resources is a project generator in Australia. They have 125,000 acres in Victoria, with one property next to Kirkland Lake's Fosterville mine. Investors think they might have found a high-grade mine and shares are up. It might be a good drill... more
03/26/2020
Analysis
Updated: DELETE - Parallel Mining Corp
Parallel Mining is a project generator focused in Burkina Faso. They recently optioned a property (Mane II) after terminating their agreement in two other projects.
In Mane they initiated a 750 meters reverse circulation drilling program, intended to... more
03/25/2020
Analysis
Updated: Avidian Gold Corp
Avidian Gold is a project generator focused in Alaska and Nevada. They appear to be a new company. They have 4 early exploration projects that all appear to be potential mines. Golden Zone is the most advanced with 300,000 oz at 1.5 gpt. It looks like... more
03/22/2020
Analysis
Updated: Benton Resources Inc
Benton Resources is a project generator. They sold their advanced gold project (Cape Ray) in Newfoundland in Canada for $4 million and optioned their Panama Lake project. They are currently exploring their Bedivere project, the project was drilled... more
03/22/2020
Analysis
Updated: Gold79 Mines Ltd
Aura Silver Resources is a small project generator. They had a very large property with upside potential - The 130,000 acre Taviche property - near Fortuna's high grade San Jose mine. They optioned 80% of it to Minaurum Gold which can elect to acquire... more
03/19/2020
Analysis
Updated: Alicanto Minerals Ltd
Alicanto Minerals is a project generator based in Australia. They have a JV project (Arakaka) with Barrick Gold in Guyana. Barrick has an option to obtain 65% if they spend $10 million over the next four years. This could potentially become a mine.... more
03/19/2020
Analysis
Updated: DELETE - RJK Explorations Ltd
RJK Exploration has five early exploration projects in Canada. They had a FD market cap of $12 million in 2016, but after they sold their Blackwater project for $1 million, their share price has crashed. They also had a 10 to 1 reverse split in 2016 that... more
03/19/2020
Analysis
Updated: Kairos Minerals
Kairos Minerals is a project generator focused in Western Australia. They have two early exploration gold projects that are interesting. Mt York is in the Pilbara region and has 600,000 oz (1.4 gpt). They may have some of the conglomerate that everyone... more
03/18/2020
Analysis
Updated: Belo Sun Mining Corp
Belo Sun Mining is developing a large open pit project in Brazil called Volta Grande (330,000 acres). It is a 6 million oz open pit project (1 gpt). The feasibility study was released in March 2015. The capex is $300 million capex to produce 200,000 oz... more
03/17/2020
Analysis
Updated: Sable Resources
Sable Resources is a project generator focused on gold. They have several properties in Mexico, Argentina, and Peru. Currently they don't have a discovery, but they seem to be making progress. They are currently drilling but are low on cash. Expect... more
03/17/2020
Analysis
Updated: Renegade Gold
Confederated Minerals is trying to advance a high-grade project (Newman Todd) in Red Lake, Ontario. They released a PEA in 2014 to get a 70% option, but haven't done much since except drill. They will need to do a lot more drilling to expand the deposit.... more
03/16/2020
Analysis
Updated: Azucar Minerals Ltd
Azucar Minerals (formed in 2018 as a spinout from Almadex Minerals) has a single gold property in Mexico. El Cobre (17,000 acres) is a potential large mine. One drill hole was 534 meters at .9 gpt. Newcrest mining invested $12 million for 20% of the... more
03/16/2020
General
New SeekingAlpha Article: Gold Thesis: Gold Wins When Bonds Break
https://seekingalpha.com/article/4332321-gold-thesis-gold-wins-when-bonds-break more
03/16/2020
Analysis
Updated: Titan Minerals Ltd
Titan Minerals has a large gold project in Ecuador (Dynasty). It's a high-grade 2 million oz (4 gpt) open pit project. Plus, it has a mill, so the capex should be low. They are not giving guidance for a PEA or feasibility to move the project forward.... more
03/16/2020
Analysis
Updated: Solstice Gold Corp
Solstice Gold is a project generator focused in Canada. They are exploring a large property (Kuhuna) in Nunavut, Canada. There has been very little drilling so far, but they have a lot of drill targets (20+). They are trying to find a large mine. They... more
03/14/2020
Analysis
Updated: Serabi Gold
Serabi Mining is a small gold producer in Brazil. They will produce 40,000 oz in 2020 from their Palito and Sao Chico deposits using a single mill. They have about 500,000 oz (7 gpt) between both deposits.
In 2017, they acquired the Coringa gold... more
03/12/2020
Analysis
Updated: Desert Gold Ventures Inc
Desert Gold Ventures is a project generator focused in West Africa (Mali). They have several contiguous properties totaling 100,000 acres. It is early exploration, but they are targeting 1 to 6 million oz. They recently canceled a private placement and... more
03/12/2020
Analysis
Updated: KEFI Gold and Copper
Kefi Minerals has an exciting project in Ethiopia. The Tula Kapi open pit and underground project has 1.7 million oz and is growing in size. The PEA is economic with low cash costs around $700 per oz. The capex is high at $160 million, but is mostly... more
03/11/2020
Interview
New Podcast/Interview: Don on MiningStockEducation with Bill Powers.
http://www.miningstockeducation.com/2020/03/don-durrett-silver-bull-market-confirmation-needs-18-50-oz-silver/ more
03/11/2020
Analysis
Updated: GGX Gold Corp
GGX Gold is a project generator focused in Canada. They have one project (Gold Drop) on 25,000 acres in British Columbia. In 2018, after some impressive trench samples, they started drilling and hit very high-grade veins but very narrow as well (about 1-2 more
03/11/2020
Analysis
Updated: Equinox Gold Corp
Equinox Gold was formed in 2017 from a merger between Trek Mining, NewCastle Gold, and Anfield Gold. Then in 2020, they merged with Leagold Mining, a 400,000 oz producer with 20 million oz of gold.
They are now a 700,000 oz producer with 33 million oz... more
03/10/2020
Analysis
Updated: DELETE - Nusantara Resources
Nusantara Resources is developing an open pit gold project (Awak Mas) in Indonesia. It is a 2 million oz (1.4 gpt) resource. They recently released a DFS. The capex is projected to be $146 million, with $650 per oz cash costs and 100,000 oz annual... more
03/09/2020
Analysis
Updated: Rumble Resources
Rumble Resources is a project generator focused in Western Australia. They have had success before with exploration and have a good exploration team. They have a large property (250,000 acres) in the Pilbara (Braeside). If the Pilbara takes off, so could... more
03/09/2020
Analysis
Updated: Filo Mining Corp
Filo Mining was a spinout project from NGex Resources in 2016. It is a large copper/gold/silver project in Argentina, with 3.3 billion lbs of copper, 4 million oz of gold (70% recovery), and 150 million oz of silver (80% recovery). They released a PFS in... more
03/08/2020
Analysis
Updated: Venturex Resources
Venturex Resources is developing a base metals project (Sulphur Springs) in Western Australia. It's pretty big, with about 900,000 tons of zinc. It has a feasibility study and is close to being permitted. This project is the reason for their $17 million... more
03/08/2020
Analysis
Updated: Xtra-Gold Resources Corp
Xtra Gold Resources is a project generator with one property in Ghana (West Africa). The Kibi project has significant potential. It is on 55,000 acres and has 4 deposits that they are drilling. Zone 2 had a 43-101 resource estimate in 2012 of 400,000 oz... more
03/06/2020
Analysis
Updated: Endurance Gold Corp
Endurance Gold is a project generator focused in North America (USA, Canada). They have three early exploration projects in Alaska. Elephant Mountain (5 targets), Trout-Wolverine (3 targets), and McCord all have substantial potential. They are currently... more
03/05/2020
Analysis
Updated: Astral Resources NL
Anglo Australian Resources is a project generator focused in Western Australia. They have 4 early exploration gold projects. Feysville (12,000) acres is a gold discovery, but still early exploration. It is in an excellent location for finding gold mines.... more
03/05/2020
Analysis
Updated: DELETE - Josemaria Resources Inc
Josemaria Resources (spin-out from NGEx Resources) has a large copper/gold/silver project in Argentina. The have an FD market cap of $142 million, which is cheap based on their potential. The key is going to be financing and copper demand.
Jose Maria... more
03/05/2020
Analysis
Updated: Aura Minerals Inc
Aura Minerals is a mid-tier producer in Honduras, Brazil, and Mexico. They have a large gold mine in Honduras (San Andres) with 1.7 million oz (.5 gp) of resources. They were producing 80,000 oz annually, but had to place the mine on care and maintenance... more
03/04/2020
Analysis
Added: 1911 Gold Corp
1911 Gold is a new company that was able to consolidate the Rice Lake properties (125,000 acres). It includes the True North mine (1 million oz at 5.8 gpt) and 1200 tpd mill. This was owned by San Gold, which was valued at over $1 billion in 2011, when... more
03/04/2020
Analysis
Added: Jupiter Gold Corp
Jupiter Gold is a new project generator focused in Brazil. They have 8 properties on 150,000 acres. They have one discovery (Alpha) that they are exploring. It is a low-grade surface mine, with 64,000 oz at .8 gpt. It could turn into an open pit. They... more
03/04/2020
Analysis
Added: Northstar Gold Corp
Northstar Gold is a new project generator focused in Canada. They have two early exploration gold projects in Ontario. Miller (2700 acres) was explored by Oban Mining from 2012 to 2015 and they drilled 27 holes. Several of those holes could be considered... more
03/03/2020
Analysis
Updated: MacDonald Mines Exploration Ltd
MacDonald Mines is advancing a gold/cobalt/copper/silver/nickel discovery (SPJ-Scadding) in Ontario, Canada. It's a large property (45,000 acres) and looks like a potential high-grade mine. Recent drill results have been very encouraging. They are... more
03/03/2020
General
New SeekingAlpha: Silver Prices
https://seekingalpha.com/article/4328893-higher-silver-prices-thesis-is-valid more
03/02/2020
Analysis
Updated: Silver One Resources Inc
Silver One Resources is a new company formed in 2016. In 2017, they acquired the Candalaria project in Nevada from Silver Standard for $4 million in shares, plus a 3% NSR. This project has a historical resource of 40 million oz in M&I at 3.5 opt and 90... more
03/02/2020
Analysis
Updated: Paramount Gold Nevada Corp
Paramount Gold Nevada is developing two gold projects with 5.5 million oz. It is a new company that was a spinout of Paramount Gold & Silver in 2015, which sold their San Miguel project. That left them with the Sleeper project in Nevada. Sleeper is very... more
03/02/2020
Analysis
Updated: Avino Silver & Gold Mines Ltd
Avino Silver & Gold is an emerging mid-tier silver producer in Mexico. They will produce about 2.5 million oz of silver equivalent in 2020 with all-in costs around $18 per oz (free cash flow). They think they can increase production to 4 million oz (silve more
03/01/2020
Analysis
Updated: Signal Gold Inc
Anaconda Mining is a small producer in Canada, with 3 properties in Newfoundland. They are only producing about 20,000 oz per year at their Point Rousse project, with all-in costs (free cash flow) around $1250 to $1300 per oz. So, they are currently... more
03/01/2020
General
February 2020 Newsletter Posted
February 2020 Newsletter Posted. more
03/01/2020
Analysis
Updated: Falco Resources Ltd
Falco Resources has a large gold project in Quebec on 175,000 acres. The Horne mine is a 5 million oz deposit at 1.4 gpt, with significant amounts of copper (260 million lbs) and zinc (1.2 billion lbs) for offsets. Revenue is projected at about 70% gold,... more
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