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04/28/2016
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
04/27/2016
Analysis
Updated: Endeavour Mining Corp
Endeavor Mining is a mid-tier producer in West Africa, with 5 operating mines in 4 countries. Their market cap has jumped to $744 million, so they aren't cheap anymore. They are producing 550,000 oz with all-in costs around $1100 per oz. They have large... more
04/27/2016
Analysis
Updated: DELETE - Evolving Gold Corp
Evolving Gold is a relatively new project generator, led by an excellent geologist. They have three early stage exploration projects in Nevada on 50 square miles of land. All three have had high grade drill results, but it is very early in the drilling... (stock removed)
04/27/2016
Analysis
Updated: Golden Goliath Resources Ltd
Golden Goliath Resources is a relatively new project generator with a focus in Mexico. They have 10 properties on 20,000 acres. However, they optioned 6 of these properties to Fresnillo for a 1% NSR. Basically they gave them away. They kept San Timeteo,... more
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
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