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11/30/2022
Analysis
Updated: Generic Gold Corp
Generic Gold is a project generator focused in Canada. They have a large property in Quebec (Belvais) that is in a good location with excellent infrastructure. They have been doing surface exploration and are planning to drill their 2nd phase soon.... more
11/29/2022
General
New SeekingAlpha Article: Aris Mining
https://seekingalpha.com/article/4560890-aris-mining-mid-tier-gold-producer-with-a-lot-of-value more
11/29/2022
Analysis
Updated: Tarachi Gold Corp
Tarachi Gold is a near-term producer focused in Mexico. They recently acquired a mill with an 80,000 oz (2 gpt) tailing project. They plan to begin mining in 2023 at 15,000 oz per year. This will pay for exploration. I'm not sure how they financed this... more
11/28/2022
Analysis
Updated: Stratabound Minerals
Stratabound Minerals is an exploration/development company. They recently acquired two projects that are potential mines and are giving guidance that they want to become a gold producer. Their Fremont project in California is a 3 million oz (2 gpt) open... more
11/27/2022
Analysis
Updated: Stelmine Canada Ltd
Stelmine Canada is an exploration company focused in Canada. They have been collecting properties in Quebec. They now have 7 on more than 200,000 acres. Four are on large properties: Courcy, Mercator, Joubert, Trieste. They have discovery holes on Courcy... more
11/27/2022
Analysis
Updated: DELETE - Rockcliff Metals Corp
Rockcliff Metals (previously Rockcliff Copper and Solvista Gold) is really a copper miner, although it as a gold exposure as well. They are currently advancing 4 projects (Tower, Rail, Bur, Copperman) to production in Manitoba, Canada. They released a... more
11/26/2022
Analysis
Updated: Fancamp Exploration Ltd
Fancamp Exploration is an experienced project generator with 90 projects, including 6 high-priority projects. They have both precious metals and base metals. They currently don't have a significant discovery that they are drilling.
It appears that... more
11/26/2022
Analysis
Updated: GoldHaven Resources Corp
Goldhaven Resources is a new project generator. They have several early exploration projects. The two most exciting are in Newfoundland: Pats Pond (22,000 acres) and O'Neil (32,000 acres). They also have a project in British Columbia (Smoke Mountain) on... more
11/26/2022
Analysis
Updated: Kirkland Lake Discoveries Corp
Warrior Gold is a project generator focused in Canada. They have one property (Goodfish-Kirana) on 9,000 acres. It's in a good location (next to Kirkland Lake's Macassa mine in Ontario) with 18 historical open pits, plus some underground workings.... more
11/26/2022
Analysis
Updated: Thunder Mountain Gold Inc
Thunder Mountain Gold is small project generator focused in the U.S. They sold their South Mountain project (1200 acres), which will give them some cash and shares in BeMetals, the operator of the project which looks to provide a PEA. The problem for... more
11/25/2022
Analysis
Updated: Golden Sky Minerals Corp
Golden Sky Minerals (previously Luckystrike Resources) is a new project generator. They were a spinout from Goldstrike Resources in 2018. They have 3 properties in the Yukon (White Gold district). Their Lucky Strike property (40,000 acres) is a potential... more
11/25/2022
Analysis
Updated: Aton Resources Inc
Aton Resources (formerly Alexander Nubia International) has several early exploration projects in Egypt. They are a Canadian company with 175,000 acres of claims (24-mile trend with 14 target areas). They have a drill plan to do extensive drilling on two... more
11/23/2022
Interview
Don Interviewed by Steve Barton
https://www.youtube.com/watch?v=fVvRh9T45RY more
11/23/2022
Analysis
Updated: Dios Exploration Inc
Dios Exploration is a project generator focused in Canada. They do not have a company presentation, so I don't have a feel for what they have or what they are doing. They list four projects, but all appear to be early exploration. They have a tiny FD... more
11/22/2022
Analysis
Updated: Black Dragon Gold Corp
Black Dragon Gold (formerly Astur Resources) is a case study on the high risk of gold mining stocks. They had an economic project (Salave in Spain) and then their environmental mining permit was denied. The stock crashed from 47 cents to 1 cent. Now They... more
11/21/2022
Analysis
Updated: Bellevue Gold
Bellevue Gold is developing a large high-grade project in Western Australia (Bellevue). Investors like it, giving them a FD market cap of $661 million. It is 3 million oz (10 gpt) resource. It is economic at low gold prices, with all-in costs (break-even) more
11/21/2022
Analysis
Updated: Romios Gold Resources Inc
Romios Gold has a large property (180,000 acres) in the Golden Triangle near Novagold's large Galore Creek copper project. They are exploring several projects ( Newmont Lake and Trek). It is still too early to know if they have a discovery, but they seem... more
11/20/2022
Analysis
Updated: Sunstone Metals
Sunstone Metals is an Australian-based project generator with two gold/copper projects in Ecuador. Both projects are early exploration, but both appear to be discoveries. Investors are excited about Bramaderos (12,500 acres). It appears to be a gold/coppe more
11/19/2022
Analysis
Updated: Condor Gold Plc
Condor Gold is advancing a 3 million oz project (La India) in Nicaragua. It has a pre-feasibility study with a $150 million capex with cash costs around $700 per oz. They want to build both an open pit and underground mine at the same time. Production... more
11/19/2022
Analysis
Updated: Mclaren Resources
McLaren Resources has 5 early exploration gold projects in Ontario. One of their properties is on trend to a large Goldcorp mine. All of their five projects (Blue Quartz, TimGinn, Kerrs, McCool and Augdome) appear to be somewhat small in size. The... more
11/19/2022
Analysis
Updated: Vior Inc
Vior Inc (Societe D Exploration Mineire Vior) is a project generator in Quebec, Canada. This is a high risk speculation explorer, but they are in a good location. They have been around since 1984 and discovered the Douay project which they sold to Maple... more
11/19/2022
Analysis
Updated: Mas Gold Corp
Mas Gold is a project generator focused in Saskatchewan, Canada. They have four properties and several discovered deposits over 80,000 acres. Their Preview North property is the most advanced with 490,000 oz inferred (.85 gpt). It is composed of several... more
11/18/2022
Analysis
Updated: Trident Royalties Plc
Trident Royalties is a newer royalty company based in England. They have 22 total assets. 12 of which are producing. 63% of their assets are in Canada, USA or Australia. They are just under 50% revenue from precious metals, with battery and base metals... more
11/18/2022
Analysis
Updated: Sailfish Royalty Corp
Sailfish Royalty is a new company. They only have 6 NSR properties, but one of them (San Albino) began paying out in 2021 at about $3 million per year. At higher gold prices, it could double in value. The risk is San Albino is in Nicaragua which had... more
11/18/2022
Analysis
Updated: Wheaton Precious Metals Corp
Wheaton Precious Metals (previously Silver Wheaton) is a large gold/silver royalty company. They have streaming agreements on 21 operating mines, with another 13 in development. 85% of their assets fall on the lower half of the cost curve. Total cash... more
11/17/2022
Analysis
Updated: Gateway Mining
Gateway Mining is a project generator focused in Western Australia. They have several properties they are exploring. Their large Gidgee-Montague property (250,000 acres) has several discovered surface open pits that they are drilling. It looks like a... more
11/16/2022
Interview
Don interviewed on WallStreetSilver
https://youtu.be/arN7fLYouZY more
11/15/2022
Analysis
Updated: Aeris Resources Ltd
Aeris Resources is a copper and gold producer. Their Tritton copper mine produces about 18,000 tons a year. If copper prices rise, that will give them a lot more free cash flow. They also have Cracow, a small underground mine. Their gold resources are... more
11/14/2022
Analysis
Updated: Unico Silver
E2 Metals is a project generator focused in Argentina and Australia. Investors liked this stock, bidding it up to an $80 million FD market cap in 2020. That valuation does not appear to be earned yet. They have a discovery hole at Conserrat in Argentina ( more
11/13/2022
Analysis
Updated: Heliostar Metals Ltd
Heliostar Metals (formerly Redstar Gold) is a project generator focused in North America. They have a large property in Alaska (Unga) on 60,000 acres. Unga has significant potential with numerous drilling targets. It is a narrow vein, high-grade... more
11/13/2022
Analysis
Updated: Firefox Gold
Firefox Gold is a new project generator focused in Finland. They did their IPO in 2018 and are exploring 6 properties with a total of 200,000 hectares. Some of their properties have past exploration and are potential discoveries. They were recently... more
11/13/2022
Analysis
Updated: Pacific Ridge Exploration Ltd
Pacific Ridge Exploration is a project generator that has been in business for 45 years. They have 7 early exploration gold projects, 3 in Yukon and 4 in British Columbia. Their main focus is the Kliyul copper-gold project that adjoins Kwanika prospect (o more
11/13/2022
Analysis
Updated: Radisson Mining
Radisson Mining has a small underground/open-pit gold project in Quebec. Their O'Brien (13,000 acres) underground project has 400,000 oz (9.48 gpt) likely will increase in size (it was only mined to 1100 meters at depth). Their property is next to two... more
11/12/2022
Analysis
Updated: Troilus Gold Corp
Troilus Gold is developing a large open pit mine (Troilus) in Quebec. The deposit is around 7 million oz (.7 gpt). However, about half of the resources are low-grade underground and might not be economic. The open pit is around 3.5 million oz. It relies... more
11/12/2022
Analysis
Updated: Tinka Resources Ltd
Tinka Resources is a project generator with two significant projects in Peru. Their Ayawilca zinc/tin/silver project (35,000 acres) already has 2.5 billion lbs of zinc (7 billion lbs of zinc equivalent). They updated their PEA in 2021, with a 20-year... more
11/12/2022
Analysis
Updated: Patagonia Gold Plc
Patagonia Gold (formerly Hunt Mining) is a small producer in Argentina. They produced only 3.5k oz at Lomada in 1H of 2022, which is a deposit with a short mine life. They have about 2.5 million oz of gold resources (AUEQ including silver). Their... more
11/12/2022
Analysis
Updated: Vulcan Minerals Inc
Vulcan Minerals is project generator focused in Canada. They have three early exploration projects in Newfoundland. They appear to be focusing on Gander (1,500 acres) and Colchester-Springdale (10,000) acres. They have spent much of 2022 doing magnetic... more
11/12/2022
Analysis
Updated: Vanstar Mining Resources Inc
Vanstar Mining is a project generator focused in Canada. They have 5 projects in Quebec. One of them (Nelligan) is a 25% JV with IAMGold and is a large project. Nelligan is already 3.2 million oz (1 gpt) and growing in size. They are carried to... more
11/12/2022
Analysis
Updated: Nicola Mining Inc
Nicola Mining (formerly Huldra Silver) was a small producer in Canada. They have a high-grade (10 opt) deposit (Treasure Mountain). They produced 600,000 oz in 2013 and could have been able to ramp up to 1 million oz with exploration success. But it is... more
11/12/2022
Analysis
Updated: Austral Gold Ltd
Austral Gold is a gold producer in Chile (Guanaco and Amancaya). They currently produce about 40,000 oz of gold equivalent (including silver). Production will increase to about 75,000 oz when they restart their Casposo mine in Argentina in 2023. However,... more
11/12/2022
Analysis
Updated: Loncor Resources Inc
Loncor Resources is a project generator with 3.5 million acres in the DRC (Democratic Republic of Congo). When I looked at them in 2012, they had an FD market cap of $113 million. I thought that was a bit pricey for a company without any resources. Their... more
11/12/2022
Analysis
Updated: International Iconic Gold
International Iconic Gold (previsouly Marifil Mines) is a project generator in Argentina. They had one significant JV with Novagold (San Roque) but in 2021 they took it over and now control 100%. Novagold has drilled 100 holes and all of them have found... more
11/11/2022
Analysis
Updated: Wesdome Gold Mines Ltd
Wesdome Gold Mines is a mid-tier producer in Canada (Ontario and Quebec). They have two high-grade mines in good locations and their recent drill results have been very impressive. They only have 2.3 million oz, but that total is increasing. I expect... more
11/11/2022
Analysis
Updated: Hochschild Mining Plc
Hochschild Mining is a large gold/silver producer in South America. They will produce around 220,000 oz of gold and 12 million oz of silver in 2022. Their costs are high. Their break-even cost for gold is around $1550 and $21 for silver. They have some... more
11/10/2022
Analysis
Updated: Eldorado Gold Corp
Eldorado Gold is a large mid-tier producer with a lot of reserves (17 million oz). They have been a growth-oriented company. They have 4 operating mines, plus 2 more (Skouries and Perama) are being developed. Production will rise from 475,000 oz to about... more
11/09/2022
Analysis
Updated: First Mining Gold
First Mining Gold was started as a new company in 2014 by Keith Neumeyer, the CEO of First Majestic Silver. His goal was to grow the company by creating a mineral bank of properties. However, in 2017, he hired a CEO (Jeff Swinoga) to develop their... more
11/08/2022
Analysis
Updated: Adriatic Metals
Adriatic Metals is building a large silver/zinc/gold/copper mine (Rupice) in Bosnia. It is financed and under construction, with first pour scheduled for Q3 2023. The capex was $170 million and was mostly financed with debt. They currently have $150... more
11/07/2022
Analysis
Updated: Galantas Gold Corp
Galantas Gold is trying to build a small high-grade underground mine in Ireland. It has a low capex ($11 million) because they already have a mill, which was recently used for open pit mining. The Omagh mine is 400,000 oz at 6 gpt. They will need to... more
11/07/2022
Analysis
Added: Pacgold Ltd
Pacgold Ltd is a project generator focused in Australia. They have a single project (Alice River) on 80,000 acres. It appears to be a significant high-grade gold discovery, with multiple discovery holes (24 meters at 8 gpt, 17 meters at 9 gpt, 15 meters... more
11/06/2022
Analysis
Updated: Triumph Gold Corp
Triumph Gold (formerly Northern Freegold) is a project generator in the Yukon. They have drilled about 3% of their flagship Freegold Mountain project (Yukon, Canada) and already have a 1.5 million oz resource (75% recovery) at .55 gpt (along with 10... more
11/06/2022
Analysis
Added: Siren Gold Ltd
Siren Gold is a project generator focused in New Zealand. They have about 200,000 acres on several properties. Most are early exploration, but they are drill two discoveries. Sam's Creek has 500,000 oz at 2.5 gpt. Alexander River has 130,000 oz at 4 gpt.... more
11/06/2022
Analysis
Updated: i-80 Gold Corp
i-80 Gold was created as a spin-out company when Equinox Gold acquired Premier Mining. They have four significant properties in Nevada and 15 million oz of gold. Plus, they have substantial exploration potential to add ounces. They have a target of... more
11/05/2022
Analysis
Added: Tanami Gold NL
Tanami Gold is a project generator focused in Australia. They have a 50% JV with Northern Star (Australian major) called CTPJV (Central Tanami) which has 2.7 million oz at 2.8 gpt. This looks like a large mine that will get built. They do not have a... more
11/05/2022
Analysis
Updated: Montage Gold Corp
Montage Gold is advancing a large open-pit project (Kone) in West Africa (Cote d’Ivoire). The project is on 600,000 acres and is already a 4 million oz deposit. It has various grades (.9 gpt to .5 gpt), so they will mine the high-grade portion first,... more
11/05/2022
Analysis
Updated: Inflection Resources Ltd
Inflection Resources is a project generator focused in Australia. They have a huge property (1.2 million acres) in New South Wales. They are calling it Northern NSW. It is in a large mining district with 20 other mining companies. That is always a good... more
11/04/2022
Analysis
Updated: Dolly Varden Silver Corp
Dolly Varden Silver is project generator in Canada. They have a large property in British Columbia (40,0000 acres), that has 7 deposit areas. Dolly Varden (50 million oz of silver at 3000 gpt), Homestake Ridge (1 million oz of gold at 4.5 gpt). Combined,... more
11/04/2022
Analysis
Added: Maronan Metals Ltd
Maronan Metals is a new Australian company formed from a spinout by Red Metals, which is a large shareholder. They are a project generator, drilling their Maronan property (8,000 acres) in Queensland. It is currently a small deposit of gold, copper, lead, more
11/03/2022
Analysis
Added: Felix Gold Ltd
Felix Gold is an Australian project generator focused in Alaska. They have several large properties in a good location near Fairbanks. They are drilling a discovery at their Treasure Creek property (28,000 acres). It has drill holes of 90 meters at 1.2... more
11/03/2022
Analysis
Updated: Fortuna Silver Mines Inc
Fortuna Silver is a mid-tier gold and silver producer in Mexico, Peru, Argentina, and West Africa (Burkina Faso). They acquired Roxgold in 2021, which gives them an additional 120,000 oz of production (Yaramoko) at all-in costs around $1200 per oz. Plus,... more
11/02/2022
Analysis
Updated: Eskay Mining Corp
Eskay Mining has 130,000 acres next to the large Seabridge Gold and Skeena Resources projects in the Golden Triangle (British Columbia, Canada). They used to have 3 properties (SIB, Corey, North Mitchell), but in 2021, they were consolidated into a... more
11/02/2022
Analysis
Updated: Westhaven Gold
Westhaven Gold (formerly Westhaven Ventures) is a project generator in Canada. They had a major discovery (17 meters at 24 gpt) at Shovelnose in 2018 (British Columbia). The stock blasted off over $1, but has come back down, and currently trades at 28... more
11/01/2022
General
October 2022 Newsletter Posted
October 2022 Newsletter Posted. more
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