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05/09/2013
Analysis
Updated: Condor Resources Inc
Condor Resources is a relatively new project generator. They have 15 properties, but only 2 JVs, which are early stage exploration (one is a copper JV with BHP). Currently they are drilling two projects, which they hope to JV. I like the locations where... more
05/07/2013
Analysis
Updated: Angkor Resources
Angkor Gold Corp. is a project generator in Cambodia that is doing pretty good. Whereas most stocks have dropped about 50% in the past year, their stock has increased. They are cash flow positive with $2.5 million in the bank and no debt. They made a 10%... more
05/01/2013
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 50 bagger. If you value this as a 300,000 oz per year long... more
04/30/2013
Analysis
Updated: Evolution Mining Ltd
Evolution Mining is a solid mid tier producer. They have five producing mines in Australia and will produce 385,000 oz in 2013. They have low cash costs ($600 per oz in 2012) and strong cash flow. They need to improve their balance sheet with $44 million... more
04/29/2013
Analysis
Updated: Silver Bear Resources Plc
Silver Bear Resources has a large (125,000 acres) late stage project in Russia. Their Mangazeisky project is a 60 million oz resource of extremely high grade silver (350 gpt). And this property has very good exploration potential (18 mile corridor of... more
04/28/2013
Analysis
Updated: DELETE - Oroco Resource Corp.
Oroco Resources is another case study of why investing in gold mining stocks is so risky. They had an advanced project called Cerro Prieto that was on the verge of getting financed and developed into production. It was a 500,000 resource (M&I .7 gpt)... (stock removed)
04/28/2013
Analysis
Updated: Silver Bear Resources Plc
Silver Bear Resources has a large (125,000 acres) late stage project in Russia. Their Mangazeisky project is a 60 million oz resource of extremely high grade silver (350 gpt). And this property has very good exploration potential (18 mile corridor of... more
04/28/2013
General
Takeover Trend of Near Term Producers
I analyzed two stocks today - Oroco Resources and Cerro Resources - that continued a trend.
Both of these companies had very similar stories. They were both near term producers with very advanced projects. Once the projects were de-risked, larger companies came in and made offers.
Goldgroup mining bought the Oroco Resources project for $18 million in cash ($38 per oz M&I). But it has exploration potential, so they are paying much less. Shareholders had an easy 5 bagger if it went into... more
04/27/2013
Analysis
Updated: Majestic Gold Corp
Majestic Gold is an emerging mid-tier producer. They should reach full production of 105,000 oz (they get 75%) in about 18 months. Their Song Jiagou flagship project in China is a very low cost mine ($400 per oz) and will produce high cash flow of more... more
04/26/2013
Analysis
Updated: Majestic Gold Corp
Majestic Gold is an emerging mid-tier producer. They should reach full production of 105,000 oz (they get 75%) in about 18 months. Their Song Jiagou flagship project in China is a very low cost mine ($400 per oz) and will produce high cash flow of more... more
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