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04/26/2016
Analysis
Updated: Perseus Mining Ltd
Perseus Mining is a mid-tier producer in West Africa. In 2012 when I analyzed it, the FD market cap was a $1.3 billion market cap. Today it is down to $338 million, but they have doubled their resources to 17 million oz with the acquisition of Amara... more
04/26/2016
Analysis
Updated: Salazar Resources Ltd
Salazar Resources has a late stage project (El Domo deposit on their large Curipampa property). El Domo (850,000 oz at 2.8 gpt) looks like it is heading to production. The capex is $110 million and the after-tax IRR is 30% (with a 41% tax rate). It has... more
04/26/2016
Analysis
Updated: Turaco Gold Ltd
Manas Resources has two open pit projects in Kyrgyzstan. The Shambesai deposit is 700,000 oz at 2 gpt and they have a feasibility study to produce 50,000 oz per year for a $41 million capex. They have a FD market cap of $3 million and are having trouble... more
04/25/2016
Analysis
Updated: Kootenay Silver Inc
Kootenay Silver (previously Kootenay Gold) is a project generator focused in Mexico. After their acquisition of International Northair (April 2016), they have 14 properties and 5 JV deals. Their flagship project is Promontorio, which is a 115 million oz... more
04/25/2016
Analysis
Updated: Lundin Gold Inc
Lundin Gold obtained the Fruta Del Norte from Kinross for $240 million. Fruta is a huge high grade open pit (9 million oz at 7 gpt). Kinross paid $1.2 billion for it from Aurelian Resources. Kinross did a pre-feasibility study to produce 400,000 oz for... more
04/24/2016
Analysis
Updated: Evolution Mining Ltd
Evolution Mining is a large gold producer. They have seven producing mines in Australia and will produce about 700,000 oz in 2016. They have low cash costs ($550 per oz) and are very profitable. They only have $47 million in debt, which is low for their... more
04/24/2016
Analysis
Updated: Western Copper & Gold Corp
Western Copper and Gold has a huge copper/gold project in Canada (Yukon) called Casino. If they can get financing ($2.5 billion capex), and both copper and gold prices hold up, this could be a 25+ bagger. If you value this as a 250,000 oz per year long... more
04/22/2016
Analysis
Added: Royal Road Minerals Ltd
Royal Road Minerals is a project generator without any discoveries. However, they have a pretty good management team that comes from Lydian International. They have had several discoveries in the past and no what they are doing. They are low on cash, but... more
04/21/2016
Analysis
Updated: DELETE - Anglo Asian Mining Plc
Anglo Asian Mining is a gold producer in Azerbaijan. In 2015, they produced 70,000 oz at cash costs around $1000 per oz in the first half of the year. Their Gedabek surface mine has been in production since 2009 and has 500,000 in reserves. This total... more
04/21/2016
Analysis
Updated: Robex Resources Inc
Robex Resources has an excellent property called Nampala (1.5 million oz at .7 gpt and growing). The problem is the location: Mali. Are investors going to invest in Mali when they had a major political issues in northern Mali, where the city of Timbuktu... more
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