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09/08/2024
Analysis
Updated: Franco-Nevada Corp
Franco-Nevada Corp. is a royalty company and a very good one. Their revenue is growing at a fast rate. Overall they have 430 total assets. They have 118 producing projects. 75% of their revenue comes from precious metals. They also have some energy... more
09/08/2024
Analysis
Updated: Star Royalties Ltd
Star Royalties is a new royalty company started in 2021. They also created the first ever carbon negative JV in Green Star Royalties, of which Agnico Eagle owns 26%. They only have 10 royalties, so it is very early for them.
As of June 30th, 2024... more
09/08/2024
Analysis
Updated: New Found Gold Corp
New Found Gold (formed in 2020) is a development company focused in Newfoundland. They have a large property called Queensway (about 400,000 acres). It has become a huge discovery in a short period of time from several high-grade drill holes (19 meters... more
09/08/2024
Analysis
Updated: Sandstorm Gold Ltd
Sandstorm Gold is a high-quality gold royalty company. They are focusing on gold and currently have 41 producing assets. They now have 250 royalty and streaming properties and are creating a pipeline of growth. They're currently trading at a 1x Price/NAV. more
09/07/2024
Analysis
Updated: Japan Gold Corp
Japan Gold (formerly Sky Ridge Resources) is a new exploration company focused in Japan. They have 31 gold properties on 150,000+ acres. All are early exploration, although they have at least 11 past-producing high-grade gold mines (before 1980). They... more
09/07/2024
Analysis
Updated: Eagle Royalties Ltd
Eagle Royalties was created from a spin-out of Eagle Plains in 2023. They have 35 NSRs in Canada. None of them are paying at this time, and none in the near term, They will likely take on debt to acquire some paying properties. Currently, they have very... more
09/07/2024
Analysis
Updated: Magmatic Resources Ltd
Magmatic Resources is project generator located in Australia. They have a large land package with three projects in a world class gold-copper province. The Wellington North project is situated in proximity to the recent porphyry-style discovery by... more
09/07/2024
Analysis
Updated: Sun Peak Metals Corp
Sun Peak Metals is a project generator focused in Ethiopia. Their Shire project has more than 225,000 acres on 4 properties. Two of them (Meli and Terer) are 70% options. The other two (Adi Dairo and Nefasit) are owned 100%. All of their properties are... more
09/07/2024
Analysis
Updated: Velocity Minerals Ltd
Velocity Minerals is a Canadian developer focused on Bulgaria. Investors are ignoring their potential, giving them a $21 million FD market cap valuation. They completed a pre-feasibility for Rozino in 2020. It has a 27% after-tax IRR at $1500 gold to... more
09/07/2024
Analysis
Updated: Arizona Gold & Silver
Arizona Gold & Silver (formerly Arizona Silver Exploration) was formed in 2016. They have 3 silver and gold projects in Arizona and Nevada. They are currently focused on the Philadelphia gold project (250 acres). It is a past producing mine with narrow... more
09/07/2024
Analysis
Updated: Alkane Resources Ltd
Alkane Resources is a gold producer at about 75,000 oz per year (increasing to 100,000 oz in 2026). Their Tomingley/Roswell/San Antonio project is solid, with breakeven costs per oz around $2000, but dropping to $1500 in September 2025. It’s a long-life more
09/07/2024
Analysis
Updated: Gold Road Resources Ltd
Gold Road Resources is a mid-tier producer in Australia. They have 50% JV (Gruyere) with Gold Fields (the operator). They are receiving 150,000 oz of annual production (ramping up to 175,000). It is a large (3 million oz) long-life mine (their share).... more
09/07/2024
Analysis
Updated: Salazar Resources Ltd
Salazar Resources is a project generator focused in Ecuador. They have a 25% carried interest in El Domo, which is an 850,000 oz (2.8 gpt) deposit. The capex is $110 million and the after-tax IRR is 44%. They started permitting & construction in 2023... more
09/06/2024
Analysis
Updated: Ausgold Ltd
Ausgold Ltd is developing a gold project (Katanning) in Western Australia. It is a 1.2M acre property with 75 miles of strike. The resource is 3 million oz (.9 gpt) and likely to grow in size. They have 50+ more targets to drill, and they think there is... more
09/06/2024
Analysis
Updated: Chesapeake Gold Corp
Chesapeake Gold is developing a huge gold/silver/zinc project in Mexico. Metates has 19 million oz. of gold (.55 gpt), 500 million oz. of silver (15 gpt), and 4 billion lbs. of zinc. With AUEQ production potentially reaching 500,000 oz. per year, this... more
09/06/2024
Analysis
Updated: Thesis Gold Inc
Thesis Gold (formerly Benchmark Metals) is advancing a large gold mine (Lawyer) in the Golden Triangle (British Columbia). The initial resource was released in 2021 at 3 million oz (1.5 gpt). They are targeting 5 million oz and likely will get there.... more
09/06/2024
Analysis
Updated: Stroud Resources Ltd
Stroud Resources has a silver project in Mexico (Santo Domingo) with 25 million AgEq ounces in the M&I category (134 g/t) and 13 million inferred ounces (120 g/t). It's a small property (340 acres), so I'm unsure how much exploration potential remains.... more
09/06/2024
Interview
Don Interviewed on Metals & Miners - Part 1
https://youtu.be/ReHArlGNPS0 more
09/05/2024
Analysis
Updated: Lion One Metals Ltd
Lion One Metals has an advanced high-grade project in Fiji called Tuvatu (50,000 acres). It is an 800,000 oz. (7 gpt) deposit that is fully permitted. The capex was $48 million (from the 2015 PEA) with an after-tax IRR over 50% at $1,300 gold. The cash... more
09/04/2024
Analysis
Updated: Bunker Hill Mining Corp
Bunker Hill Mining (previously Liberty Silver) began trading in 2017. They have done a good job progressing with their plans to return the Bunker Hill mine in Idaho back to production. They have raised about $50 million in debt (including their zinc and... more
09/03/2024
Analysis
Updated: Silver Tiger Metals
Silver Tiger Metals is building a large silver/gold project in Mexico. The El Tigre silver project (70,000 acres) has 180M oz (50 gpt AGEQ open pit and 400 gpt AGEQ underground, and only contains gold and silver). It is getting close to a construction... more
09/03/2024
Analysis
Updated: Freegold Ventures Ltd
Freegold Ventures has a large gold project in Alaska. The Golden Summit project (20 million oz at .9 gpt) is in a good location, only 20 miles from Fairbanks. You can actually drive to the mine on a paved road from Fairbanks. They had a monster hole of... more
09/02/2024
Analysis
Updated: Galiano Gold Inc
Galiano Gold (previously Asanko Gold) is a mid-tier producer in West Africa (Ghana). Their AGM (Asanko Gold Mine) project has 4.5M oz and they will produce 125,000 oz in 2024. I expect that to increase to at least 150,000 oz annually, and potentially... more
09/02/2024
General
August 2024 Newsletter Posted
August 2024 Newsletter Posted. more
09/01/2024
Analysis
Updated: Emerald Resources
Emerald Resources is a new mid-tier producer in Cambodia. The Okvau project (covering 100,000 acres) has a M&I resource of 460,000 ounces at 2 gpt open pit, and another 965,000 ounces at 6 gpt UG. At the current gold price, they are generating... more
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