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04/30/2020
Analysis
Updated: Fremont Gold
Fremont Gold is a project generator focused in Nevada. They have 5 early exploration projects. Their most advanced is Gold Bar, which is a past producing mine with a 150,000 oz (2.5 gpt) historical resource. They also have a potential discovery at their... more
04/29/2020
Interview
Mining Stock Daily: I did an interview today.
https://www.podbean.com/ew/dir-yz2sg-8bcf859 more
04/29/2020
Analysis
Updated: Pelangio Exploration Inc
Pelangio Exploration is a relatively new project generator. They have three large exploration properties in Ghana (125,000 acres). It looks like they have found a potential million oz mine (Manfo). The initial resource estimate came out in 2012 at 500,000 more
04/28/2020
Analysis
Updated: Gowest Gold Ltd
Gowest Gold is advancing to production in Canada. They only have one project (North Timmins), but it is large (27,000 acres) and has 15 targets. The Bradshaw deposit is a 1.2 million oz (6 gpt) resource that looks good. It is a high-grade surface and... more
04/28/2020
Analysis
Updated: Cassiar Gold Corp
Margaux Resources has five early exploration projects in British Columbia. Cassiar (60,000 hectares) is a Gold project with a historical Inferred Resource of 1 million ounces of gold (32.4 million tonnes at an average grade of 1.4 g/t gold using a cut-off more
04/27/2020
Analysis
Updated: DELETE - Goldplat Plc
Goldplat PLC is a small producer in Kenya, plus they do gold recovery in South Africa and Ghana. The recovery is mostly done on old milling equipment, but they also do some toll milling from tailings and artisan mining. This business gives them cash flow... more
04/27/2020
Analysis
Updated: White Rock Minerals Ltd
White Rock Minerals is developing a small gold project in Australia. Mt Carrington only has about 300,000 oz. It is a two-phased project with 35,000 oz of annual gold production for 5 years, with a capex of $32 million. It has a pre-feasibility study... more
04/26/2020
Analysis
Updated: Red Pine Exploration Inc
Red Pine is a project generator focused in Canada. Their Wawa project in Ontario has about 700,000 oz (5 gpt). They own 64% and have an FD market cap of $14 million. They are drilling and it looks like a mine.
They have two underground projects at... more
04/25/2020
Analysis
Updated: Viva Gold Corp
Viva Gold is advancing a small open-pit gold project (Tonapah) in Nevada. They have 400,000 oz at .8 gpt, but it is a large property (8,000 acres) with a lot of drill targets. I think it could double in size. Investors are not interested, giving it a $7... more
04/25/2020
Analysis
Updated: S2 Resources Ltd
S2 Resources is a project generator based in Australia. They have four early exploration projects, but no discoveries. Their focus appears to be for precious metals. They acquired two gold properties in Nevada (South Roberts and Ecru). Skellefte is in... more
04/25/2020
Analysis
Updated: Outcrop Silver & Gold
Outcrop Gold (previously Miranda Gold) is a relatively new project generator. They have 2 JVs and 8 properties in Colombia, but their main focus is their newly acuired Santa Ana. in the first 9 holes they discovered a narrow vein system with results such... more
04/24/2020
Analysis
Updated: Auris Minerals Ltd
Auris Minerals is a gold (and copper) exploration company in Australia. They had a large project (Grosvenor) and recently sold it for 18 million shares of Metals X (currently worth about $10 million). Those shares could rise 5x in the future if they hold... more
04/24/2020
Analysis
Updated: Royal Gold Inc
Royal Gold is a royalty company based in the US. They have 43 producing properties and 15 under development, plus another 100+ in early or advanced stage exploration. They are growing production and are a growth company (around 10% annual growth). They... more
04/23/2020
Analysis
Updated: Heliostar Metals Ltd
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 discovery. They released their first... more
04/23/2020
Analysis
Updated: B2Gold Corp
B2Gold Corp. is a major with 5 producing mines in Nicaragua, Philippines, Namibia, and Mali. Production is scheduled for 1,000,000 oz in 2020. They have low cash costs at $500 per oz, and about $950 all-in costs (free cash flow). These low costs have... more
04/22/2020
Analysis
Updated: Abcourt Mines Inc
Abcourt Mines is a bit of an anomaly. I analyze a lot of stocks, and for some reason this company doesn't spend much on their website or marketing their company to investors. This is odd because management owns 40% of the shares. They have not released a... more
04/22/2020
Analysis
Updated: Galleon Gold Corp
Galleon Gold (formerly Pure Nickel) acquired Explor Resources in 2019. Explor had several properties, including TPW (now called the West Cache project). This project (in Quebec) is both an open pit (300,000 oz at 1.5 gpt) and underground (800,000 oz at 2. more
04/22/2020
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
04/21/2020
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 very high-grade silver. The first 5 years of production will be an open pit at 650 gpt. That was not a typo, it is... more
04/21/2020
Analysis
Updated: Kenadyr Mining Holdings Corp
Kenadyr Mining (formerly Javelle Capital) has a gold discovery in the Kyrgyz Republic. It has a 2 million oz historical resource around 2.5 gpt. They have about $1 million in cash for drilling. Three years ago they had a market cap of $48 million. Now it... more
04/20/2020
Analysis
Updated: Highway 50 Gold Corp
Highway 50 Gold is an exploration company. They have a 50% option for a property (Monroe) in British Columbia (3,000 acres). The stock jumped from 4 cents to 41 cents in 2016, but is now back to 6 cents. They plan to begin drilling Monroe and someone... more
04/20/2020
Analysis
Updated: DELETE - Ireland Inc
Ireland Inc. has a potential large open pit gold mine in Nevada. Their Columbus property (45,000 acres) has an estimate of 175 million tons at 1 gpt based on 30 drill holes. That equates to 5 million oz, which seems optimistic to me. The 1 gpt recovery... more
04/19/2020
Analysis
Updated: Wallbridge Mining Company Ltd
Wallbridge Mining is advancing a high-grade gold project (Fenelon) in Quebec. They had a FD market cap of $20 million in 2018 and then it exploded to $139 million in 2019 from high-grade drill results. Today, after their acquisition with Balmoral... more
04/19/2020
Analysis
Updated: Wallbridge Mining Company Ltd
Wallbridge Mining is advancing a high-grade gold project (Fenelon) in Quebec. They had an FD market cap of $20 million in 2018 and then it exploded to $139 million in 2019 from high-grade drill results. Today, after their acquisition with Balmoral... more
04/19/2020
Analysis
Updated: Silver Viper Minerals Corp
Silver Viper Minerals is a new company formed in 2017. They are a project generator focused in Mexico. Both of their projects are early exploration and not discoveries. La Virginia (85,000 acres) was drilled by the former owner (188 drill holes) and has... more
04/18/2020
Analysis
Updated: Resolute Mining Ltd
Resolute Mining is a mid-tier producer (500,000 oz of production) with three producing mines in West Africa (Mali, Senegal) and Australia. They have moderate cash costs ($850 per oz), with about $1150 all-in costs per oz. Management seems to be very... more
04/18/2020
Analysis
Updated: Champion Bear Resources
Champion Bear is a project generator focused in Ontario, Canada. They have 1 gold project (Plomp Farm) on 4,000 acres. It has 50,000 meters of historic drilling from 1994 to 2007, so someone liked the geology. But all of that drilling has resulted in a... more
04/18/2020
Analysis
Updated: Norra Metals Corp
Norra Metals (previously OK2 Minerals) has a large (18,000 acres) early exploration gold/copper project in Canada (Pyramid), and two projects in Norway that were acquired from EMX Royalty (~26,000 Hectares).
The Pyramid project is located in the... more
04/18/2020
Analysis
Updated: Torex Gold Resources Inc
Torex Gold Resources has two large open pit projects in Mexico. El Limon is a 4 million oz (2.6 gpt) deposit. El Limon began production in December 2015. It is the 20th largest open pit project in the world, with production over 300,000 oz per year for... more
04/18/2020
Analysis
Updated: PNX Metals
PNX Metals is advancing a zinc, silver, and gold project (Fountain Head) to production in Australia. It's small with about 500,000 oz of gold equivalent (including silver). They are calling it a zinc mine, but that will probably change if gold and silver... more
04/17/2020
Analysis
Updated: Warriedar Resources LTD
Anova Metals is an Australian company with a small gold mine (Second Fortune). They produced about 15,000 oz in 2018, but are currently waiting to decide to continue producing. Their share price has crashed 75% after they announced that they plan to sell... more
04/17/2020
Analysis
Updated: Rise Gold Corp
Rise Resources is a project generator with a high-grade gold project in California. Their Idaho-Maryland project has a historical resource of 1.3 million oz (10 gpt). It was last mined in 1954 and produced 2.4 million oz at 17 gpt. They claim that it... more
04/17/2020
Analysis
Updated: Rusoro Mining Ltd
Rusoro Mining had a large gold mine (17 million oz) in Venezuela that was nationalized in 2012. In 2016, they won a $1.2 billion award by an international court. After they won the court case, their stock price jumped from $45 million to $75 million,... more
04/16/2020
Analysis
Updated: Goldstone Resources
Goldstone Resources has five projects in West Africa on 100,000 acres. They are advancing their Homase project to production in Ghana. It is a past producing mine and has 600,000 oz at 1.7 gpt.
They financed phase 1 with debt, with a low capex of $6... more
04/15/2020
Analysis
Updated: Goldstone Resources
Goldstone Resources has five projects in West Africa on 100,000 acres. They are advancing their Homase project to production in Ghana. It is a past producing mine and has 600,000 oz at 1.7 gpt.
They financed phase 1 with debt, with a low capex of $6... more
04/15/2020
Analysis
Updated: Xanadu Mines
Xanadu Mines is a project generator focused in Mongolia. They have a world-class copper/gold discovery (Kharmagtai). It is already 5 billion lbs of copper and 4 million oz of gold. Plus, they have 19 targets to expand the size. This is going to be a very... more
04/14/2020
Analysis
Updated: Harmony Gold Mining Co.
Harmony Gold Mining is a large mid-tier producer, with an FD market cap of $1.7 billion. They are a 1.4 million oz producer. Their problem is that most of its mines are in South Africa. If they were producing in a mining-friendly nation, their stock... more
04/14/2020
Analysis
Updated: Majestic Gold Corp
Majestic Gold is a small producer in China. They are currently producing 20,000 oz (their 70% share) at an underground mine. Most of their resources are for an open pit next to the underground mine. I would estimate the underground mine only has about 3... more
04/14/2020
Analysis
Updated: Kestrel Gold Inc
Kestrel Gold is a project generator focused in Canada. They had several properties in the Yukon (Val & Jual, Ten Mile, Clear Creek), but were unable to pay the 2019 option payments. Their only project now is the King Solomon project in the Yukon.
It... more
04/13/2020
General
New Gold-Eagle article: My Mid-Tier Gold & Silver Miner ETF
https://www.gold-eagle.com/article/my-mid-tier-gold-and-silver-miner-etf more
04/13/2020
General
New SeekingAlpha Article: Five More Gold & Silver Stocks for 2020
https://seekingalpha.com/article/4337241-5-gold-and-silver-mining-stocks-for-2020 more
04/13/2020
Analysis
Updated: DELETE - Duketon Mining
Duketon Mining is a project generator focused in Western Australia. They have a large project (Duketon) on 500,000 acres. It's in a good location where large gold mines have been found before. Duketon is a potential gold discovery (64 meters at 1.2 gpt).... more
04/13/2020
Analysis
Updated: Golden Minerals Co
Golden Minerals is one of the few pure silver mining companies. They were doing great in 2011 with a share price high of $28. They had 50 properties on 800,000 acres, including two flagship projects. Velardena in Mexico and El Quevar in Argentina.... more
04/12/2020
Analysis
Updated: Havilah Resources Ltd
Havilah Resources is copper/gold developer in Australia. They have 3 advanced copper/gold projects with 3 million oz of gold and more than 1 billion lbs of copper. They completed a PFS for their Kalkaroo project. However, it has a high capex at $210... more
04/10/2020
Analysis
Added: Blue Thunder Mining Inc
Blue Thunder Mining is a new project generator focused in Canada. All of their properties are early exploration. They have done a good job of acquiring 5 properties in Quebec (125,000 acres). Some of them have historical drilling (Muus and Fancamp) and... more
04/09/2020
Analysis
Added: Panther Metals PLC
Panther Metals is a project explorer focused in Canada and Australia. Their main project is in Onatrio (Bear Lake) and has 8 properties. All of which are early exploration that have not been drilled. They also have two projects (Marrakai and Annaburoo)... more
04/09/2020
Analysis
Updated: Cariboo Rose Resources
Cariboo Rose Resources is a project generator focused in Canada. They look to acquire gold projects in the Yukon and Britih Culombia, their most recent one is the Lightning Strike project in the BC.
They also have 6 other properties, but the main... more
04/09/2020
Analysis
Added: Sky Metals Ltd
Sky Metals is a project explorer focused in Australia. They are drilling two gold discoveries (Cullarin and Douro) that have potential. They are also drilling two base metal projects (Tellebung and Doradilla). There is a good chance that either Cullarin... more
04/09/2020
Analysis
Updated: Silver Spruce Resources Inc
Silver Spruce Resources is a project generator. Both their Kay Mine and Cocula projects were sold in 2019, therefore they focus solely on their Pino de Plata project in Mexico. The property (1,000 acres) has never been drilled, but has had high grade... more
04/08/2020
Analysis
Added: Dixie Gold Inc
Dixie Gold is a new project generator formed in 2019. They have a large property in Red Lake, Ontario (60,000 acres) that is next door to Great Bear's property. It appears that this property has had very little exploration. They are low on cash so they... more
04/08/2020
Interview
New Podcast with Mining Stock Daily: My First with Trevor Hall.
https://www.podbean.com/media/share/dir-uwkkv-88a6a5a?utm_campaign=w_share_ep&utm_medium=dlink&utm_source=w_share more
04/07/2020
Analysis
Updated: Orex Minerals Inc
Orex Minerals is a project generator in Mexico and Canada. Coneto (42,000 acres) in Mexico is a 45% JV with Fresnillo with a target of 100 million oz of silver equivalent. Fresnillo is drilling and must spend $21 million to get their option. Sandra... more
04/07/2020
General
New Gold-Eagle article: Buy the Dip
https://www.gold-eagle.com/article/buy-dip-top-10-gold-and-silver-miners more
04/07/2020
Analysis
Updated: Kingston Resources Ltd
Kingston Resources is developing a large open pit gold project in Papua New Guinea. The Misima property (45,000 acres) has a past producing open pit, where 4 million oz was mined (production stopped in 2004). There is still 2.8 million oz left at 1.1 gpt. more
04/06/2020
Analysis
Updated: Dome Gold Mines
Dome Gold Mines has 3 gold properties in Fiji covering 95,000 acres. They want to be a gold producer, but they found a magnetite deposit of 130 million tons (11% magnetite). They plan to produce the magnetite and use the cash flow to explore for gold.... more
04/05/2020
Analysis
Updated: Rio2 Ltd
Rio2 Ltd (recent takeover of Atacama Pacific Gold) has a large gold project (Fenix) in Chile. It is a 5 million oz, low grade (.4 gpt) oxide surface mine (75% recovery rate). They released a PFS in 2014 to mine 250,000 oz per year. The cash costs were... more
04/05/2020
Analysis
Updated: Granada Gold
Granada Gold (previously Gold Bullion Development) has a large gold project (Granada) in Quebec, Canada. It is extremely undervalued with an FD market cap of only $8 million. Their future reserves in the ground (my estimate) are currently valued at $6... more
04/05/2020
Analysis
Updated: Silver Predator Corp
Silver Predator Corp. is a small project generator. In 2017 they sold their Springer tungsten mine for the debt they owned. Plus, they optioned their Taylor silver mine in Nevada for $1.2 million and a 2% NSR. They recently ended the option agreement... more
04/04/2020
Analysis
Updated: Jaguar Mining Inc
Jaguar Mining is a mid-tier producer in Brazil with 2 operating mines. A few years ago they went bankrupt from high costs and high debt. They have now restructured the debt and re-listed their shares. Original shareholders got wiped out and the bond... more
04/04/2020
Analysis
Updated: Blende Silver Corp
Blind Creek Resources is a small exploration company in Canada. Their Blende property in the Yukon is getting overlooked it has 132 holes drilled. It is a Zinc-Lead-Silver deposit with 320M lbs of low grade and inferred zinc and lead and 34 million oz of... more
04/04/2020
Analysis
Updated: Mcewen Mining Inc
McEwen Mining has four operating mines in Canada, Nevada, Mexico, and Argentina. In 2019, they will produce about 175,000 oz of gold equivalent. Costs are high, with all-in costs around $1,350 per oz. These high costs are why their share price has not... more
04/04/2020
Analysis
Updated: Goldmining Inc
Goldmining Inc. (previously Brazil Resources) stated strategy is to acquire advanced stage projects. They have done an incredible job achieving that strategy (although it has not translated into shareholder value yet). In 2012, they acquired the... more
04/03/2020
Analysis
Updated: Mirasol Resources Ltd
Mirasol Resources is a project generator with a lot of cash ($12 million). Plus, they have $5 million in Coeur Mining stock. They do not currently have an advanced project, but they have 10 properties in Chile and 20 in Argentina (1 million acres). They... more
04/03/2020
Analysis
Updated: Transition Metals Corp
Transition Metals is a project generator with 20 projects (9 gold) in Canada and 4 JVs. They are focusing on 5 district size plays: 2 gold, 1 copper, and 2 nickel, copper, and PGMs. All are early exploration. Their most recent drill results returned 9.14... more
04/03/2020
General
New Gold-Eagle article: How to Value Gold & Silver Mining Stocks
https://www.gold-eagle.com/article/how-value-gold-and-silver-mining-stocks more
04/03/2020
Analysis
Updated: Luca Mining
Telson Mining (formerly Telson Resources) was a zinc/gold/silver producer in Mexico. They acquired Campo Morado in 2017, which has a 1 million oz gold deposit (including silver). Production was at 35,000 oz (1.3 gpt) a year, but they had to place it on C& more
04/03/2020
Analysis
Updated: Luca Mining
Telson Mining (formerly Telson Resources) is a small zinc/gold/silver producer in Mexico. They acquired Campo Morado in 2017, which has a 1 million oz gold deposit (including silver). Production was at 35,000 oz (1.3 gpt) a year, but they had to place it... more
04/02/2020
Analysis
Updated: Arcwest Exploration Inc
Arcwest Exploration (previously Sojourn Exploration), is a new project generator in British Columbia, Canada. In February 2018 a new management took over the company, lead by Tyler Ruks who founded West Cirque Resources that was acquired by a company... more
04/02/2020
Analysis
Updated: Chakana Copper
Chakana Copper is advancing a copper/gold/silver discovery (Soledad-Rosales) in Peru. They think it is a large mine based on initial drilling, which have been very good. One drill hole. was 244 meters at 1.4 gpt gold, 55 gpt silver, and .9% copper. The... more
04/01/2020
Analysis
Updated: DELETE - Blackstone Minerals
Blackstone Minerals is a project generator focused in both Canada and Australia. They have a potential high-grade cobalt and gold discovery in Canada (British Columbia) that could be exciting. Little Gem (80,000 acres) has a 25-mile strike. Initial drill... more
04/01/2020
Analysis
Updated: Bluebird Merchant Ventures
Bluebird Merchant Ventures is trying to restart a gold mine (Gubong) in South Korea. It has a historical resource of about 500,000 oz at 7 gpt. They own 50% and will need to pay for half of the costs. They completed a feasibility study in 2018. Their... more
04/01/2020
General
March 2020 Newsletter Posted
March 2020 Newsletter Posted. more
04/01/2020
Analysis
Updated: PPX Mining Corp
PPX Mining (previously Peruvian Precious Metals) has a small gold project in Peru. They are drilling four deposits on their Igor project (3200 acres). So far they have found 700,000 oz of gold equivalent (including silver) at pretty good grades (2 gpt... more
04/01/2020
Analysis
Updated: DELETE - Polyus (PJSC)
Polyus is one of the largest gold miners in the world. They have 64 million oz of reserves and 190 million oz of M&I. Plus, they have very low cash costs under $450 per oz. In 2019, they had $1.2 billion in free cash flow at about $1450 gold prices. Plus, more
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