Subscribe Now - Standard: only $199 per year or Premium: only $299 per year - Click Here
|
|
Login:
News from June 2025Calendar2025JuneMay April March February January 2024DecemberNovember October September August July June May April March February January 2023DecemberNovember October September August July June May April March February January 2022DecemberNovember October September August July June May April March February January 2021DecemberNovember October September August July June May April March February January 2020DecemberNovember October September August July June May April March February January 2019DecemberNovember October September August July June May April March February January 2018DecemberNovember October September August July June May April March February January 2017DecemberNovember October September August July June May April March February January 2016DecemberNovember October September August July June May April March February January 2015DecemberNovember October September August July June May April March February January 2014DecemberNovember October September August July June May April March February January 2013DecemberNovember October September August July June May April March February January 2012DecemberNovember October September August July June May April March February January 2011DecemberNovember October September August July January 2010October
06/15/2025
Analysis
Added: Waratah Minerals Ltd
Waratah Minerals is a project generator focused in Australia. They have three early exploration projects. I'm not sure why they have a FD mkt cap of $68M. What do investors like? I guess it's Spur (5,000 acres) in NSW. They have drill holes of 89M at 1.7... more
06/15/2025
Analysis
Updated: Honey Badger Silver
Honey Badger Silver is a project generator focused in Canada. They have 7 early exploration projects. Their best project seems to be Sunrise Lake (4,000 acres) in the NWT. It has a historic resource of 26M oz AG at 180 gpt (63M oz AGEQ). This property... more
06/14/2025
Analysis
Updated: Pantoro Ltd
Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman). The Norseman project has a 2 million oz underground (5+ gpt) and 2 million oz open pit (2 gpt) project. Both are currently in production. In 2025, their... more
06/13/2025
Analysis
Updated: Vault Minerals
Vault Minerals (previously Red 5 Ltd) is a large mid-tier producer in Australia. They have 3 producing mines in Western Australia at 400,000 oz. Their AISC is around $1550, with a breakeven (FCF) cost of around $2100 per oz. They generate around $125M... more
06/13/2025
Analysis
Updated: Impact Minerals Ltd
Impact Minerals is a project generator focused in Australia. They have one gold project (Commonwealth), but their main focus at the moment is the Lake Hope alumina project. It is a shallow, low-cost drilling project.
The grades are very high, and they... more
06/12/2025
Analysis
Updated: Sun Silver Ltd
Sun Silver is a new company that did an IPO in 2024. They are based in Australia and trade on the ASX. They acquired the Maverick Springs silver/gold project in Nevada. It's a large deposit, with 300M oz AG at 45 gpt, and 480M oz AGEQ (including gold)... more
06/12/2025
Analysis
Updated: Lahontan Gold Corp
Lahontan Gold is a development company focused in Nevada. They are advancing their Santa Fe (6,000 acres) project. They released a maiden resource of 1.6M oz (1.1 gpt) AUEQ in 2022. It was updated in 2025 to 1.9M oz at .9 gpt AUEQ. About 50% are oxides,... more
06/10/2025
Analysis
Updated: Probe Gold Inc
Probe Gold (previously Probe Metals) has a 10 million oz deposit in Ontario (Novador). It is mostly open pit and some underground. They released an updated PEA in 2024 with a capex of $450 million (likely to exceed $500 million in 2027) for production in... more
06/10/2025
Analysis
Updated: Cerro de Pasco Resources Inc
Cerro de Pasco Resources is trying to advance a large tailings project (Cerro de Pasco) in Peru. It is an estimated 450 million oz AGEQ deposit. They have a scoping study to produce 272 million oz AGEQ over 15 years, with an AISC of $10. The capex is $250 more
06/09/2025
Analysis
Updated: Endeavour Mining Corp
Endeavour Mining is a large gold producer in West Africa, with 5 operating mines in 3 countries. Their market cap has jumped to $7.7 billion. They are producing 1.2 million oz with all-in costs (free cash flow) around $1800 per oz. They have large... more
06/09/2025
Analysis
Updated: Elemental Altius Royalties Corp
Elemental Altus Royalties is a royalty company. They successfully fought off a hostile takeover attempt from Gold Royalty Corp and created a merger of equal with Altus Strategies in August 2022. They spun off their copper portfolio in October 2022 and... more
06/09/2025
Analysis
Updated: Talisker Resources Ltd
Talisker Resources is advancing a large gold project (Bralorne) in British Columbia. It is fully funded via a $30M gold stream and is permitted. They are giving guidance to begin production in Q2 2025. That’s the good news. The bad news is they do not... more
06/09/2025
Analysis
Updated: Eagle Plains Resources Ltd
Eagle Plains Resources is a project generator in Western Canada that has been operating since 1992. They have accumulated more than 50 projects in favorable locations, including Yukon, British Columbia, Saskatchewan, and the Northwest Territories. About... more
06/09/2025
Analysis
Updated: Metallic Minerals Corp
Metallic Minerals (previously Monster Mining) is a new project generator in Canada (Yukon). They have a silver discovery (Keno Hill) that is adjacent to Alexco's large high-grade silver deposit. It's on 27,000 acres and they have identified more than a... more
06/08/2025
Analysis
Updated: Australian Gold and Copper Ltd
Australian Gold & Copper is a project generator focused in Australia (NSW). They have three large properties and one discovery. Their discovery is the Achilles deposit (copper/gold) on the Moorefield property (250,000 acres). They are currently... more
06/08/2025
Analysis
Updated: Carawine Resources Ltd
Carawine Resources is a project generator focused in Australia. I thought they were being acquired by their largest shareholder (Qgold). Qgold offered to buy all of the shares for $0.11, and so far increased its holdings in the company from 64% to 82%.... more
06/07/2025
Analysis
Updated: Sidney Resources Corp
Sidney Resources is advancing a large high-grade gold project in Idaho. They have two properties. They are focusing on their Warren (420 acres) property. It has a resource estimate from 1980s at 3M tons at 1 opt. It’s not a 43-101. And is only an... more
06/07/2025
Analysis
Updated: Hycroft Mining Holding Corp
Hycroft Mining is the rebirth of Allied Nevada, which went bankrupt several years ago. They have expunged most of their debt, although they still have $128 million in debt (no principal payments are due until 2027). They have one of the largest gold/silve more
06/07/2025
Analysis
Updated: Sidney Resources Corp
Sidney Resources is advancing a large high-grade gold project in Idaho. They have two properties. They are focusing on their Warren (420 acres) property. It has a resource estimate from 1980s at 3M tons at 1 opt. It’s not a 43-101. And is only an... more
06/06/2025
Analysis
Updated: Great Pacific Gold Corp
Great Pacific Gold (previously Fosterville South Exploration) is a project generator focused in Australia and PNG (Papua New Guinea). They are planning to divest completely out of Australia soon and focus on PNG. They are retaining a 2% NSR on the... more
06/06/2025
Analysis
Updated: Reyna Silver Mining Inc
Reyna Silver is a new project generator focused in Mexico. This is an interesting company with a lot of excitement. They have two properties in Mexico that could have a large high-grade mine. The first one is GuiGui, which is next to several large mines... more
06/06/2025
Analysis
Updated: Silvercorp Metals Inc
Silvercorp Metals is a Canadian-based company with several silver mines in China. They have large resources with 250 million oz at 180 gpt. Their cash costs are around $5 per oz (after using base metals for offsets). All-in costs for silver are about $22... more
06/05/2025
Analysis
Updated: Emerita Resources Corp
Emerita Resources has a large historical resource (Aznalcollar) in Spain. It is 75 million tons at 60 gpt, plus high grade zinc and lead. It is likely an economic mine. It looks exciting, although Aznalcollar is currently tied up in a legal battle. The... more
06/03/2025
Analysis
Updated: Antipa Minerals Ltd
Antipa Minerals is advancing a large gold project (Minyari) in Western Australia. Minyari has a 2.3 million oz (1.5 gpt) deposit, plus copper offsets. They released a PFS to produce 130K oz/year with a $200M capex. The AISC is projected to be around $1100 more
06/03/2025
Analysis
Updated: Barton Gold Ltd
Barton Gold is an Australian gold developer that did its IPO in 2021. They have two large properties in South Australia. Tunkillia (300,000 acres) has a 1.5 million oz (.9 gpt) open pit deposit that is being advanced to production (targeting 2027). They... more
06/03/2025
Analysis
Updated: Silver Mines Ltd
Silver Mines Ltd is trying to become a mid-tier silver producer. Their Bowdens project (500,000 acres) in NSW is the largest undeveloped silver project in Australia (170 million oz). It is low grade (60 gpt), but has zinc and lead offsets (400 million oz... more
06/02/2025
Analysis
Updated: Angus Gold Inc
Angus Gold is a new project generator focused in Ontario, Canada. They have two early exploration projects. Golden Sky is in an excellent location, near existing large gold mines. They have acquired 5 properties, which encompass 55,000 acres. Their other... more
06/02/2025
Analysis
Updated: Klondike Gold Corp
Klondike Gold has three properties in the Yukon totaling 135,000 acres. There is gold on these properties and if gold prices explode in value, this company should do well. They drilled about 50 holes in 2016, 2017, 2018, 2019, 2020 and 2021. Although... more
06/02/2025
Analysis
Updated: First Nordic Metals Corp
First Nordic Metals (formerly Barsele Minerals) was created from a spin-out from Orex Minerals. Their main focus is the Barsele gold project in Sweden. It is currently a 2.4 million oz (2.4 gpt) open pit and underground project. They have a JV with... more
06/01/2025
Analysis
Updated: Scorpio Gold Corp
Scorpio Gold was a small producer in Nevada (production began in 2011). They had to halt production in 2017 because of high costs. Since then, they have not made much progress, although that might be changing.
They are drilling their Manhattan... more
06/01/2025
Analysis
Updated: Theta Gold Mines Ltd
Theta Gold Mines (previously Stonewall Resources) is trying to become a gold producer in South Africa. They have a 4 million oz high-grade resource (their 74% share) and plan to
become a producer in 2025. Once they get their EIA permit, they plan to... more
06/01/2025
Analysis
Updated: Maritime Resources Corp
Maritime Resources has a past producing property (Hammerdown) in Newfoundland. They acquired a mill (Pine Cove) in 2023 and will truck ore from Hammerdown to the mill. Production is scheduled for H2 2025 at 30K oz/year (700 tpd). The open pit has 270K oz... more
06/01/2025
General
May 2025 Newsletter Posted
May 2025 Newsletter Posted. more
|
Follow us on: