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06/30/2025
Analysis
Updated: NGEx Minerals Ltd
NGEx Minerals has a huge copper/gold project (Los Helados) in Chile. They own 69%. It has 26 billion lbs of copper (18 billion lbs M&I), plus a large amount of gold (13 million oz) and silver (150 million oz). However, the grades for gold (.15 gpt) and... more
06/30/2025
Analysis
Updated: Goliath Resources
Goliath Resources is a project generator focused in Canada. They have a large gold discovery at Golddigger (42,000 acres) in the Golden Triangle of British Columbia. It has expanded to a 1800-hectare mineralized area with many drill targets. They have... more
06/30/2025
Analysis
Updated: Solgold Plc
Solgold has a very large copper/gold project (Cascabel-Alpala) in Ecuador. It has 25 million oz (.35 gpt) of gold and 10+ billion lbs of copper. They will mine 350,000 oz of gold annually at very low cash costs using copper offsets (200,000 tons a year).... more
06/30/2025
Analysis
Updated: Regulus Resources Inc
Regulus Resources has a large copper/gold/silver project in Peru. They acquired Southern Legacy Minerals in 2014, which had a 5 billion lb copper project (Antakori) in Peru, with 4.5 million oz of gold (.35 gpt) and 125 million oz of silver. Since then... more
06/29/2025
Analysis
Updated: Artemis Resources Ltd
Artemis Resources is an Australian mining company with two projects and a processing plant in Western Australia. A world-class discovery of 275 meters at 4.7 gpt was made at Havieron, next to one of their properties (Paterson). Their current focus,... more
06/29/2025
Analysis
Updated: Odyssey Gold Ltd
Odyssey Gold is a project generator focused in Australia. They have two early exploration projects, Tuckanarra and Stakewell, which are past-producing open-pit properties. Both properties are adjacent to each other, covering (35,000 acres), and have... more
06/29/2025
Analysis
Updated: Sarama Resources Ltd
Sarama Resources was advancing a large gold project in West Africa (Burkina Faso). Sanutura (350,000 acres) is a 2.9 million oz deposit at 1.5 gpt. They lost their permit in 2023, and management claims it was taken illegally. In 2024, they secured a... more
06/28/2025
Analysis
Updated: Fortitude Gold Corp
Fortitude Gold is a small producer in Nevada. They are producing 20,000 oz and are profitable with all-in costs around $1700 per oz. Plus, they have a strong balance sheet with 27 million in cash with no debt, and pay a dividend (3%). They have low... more
06/28/2025
Analysis
Updated: Carolina Rush Corp
Carolina Rush Corp (formerly Pancon Resources) is a project generator with two projects in South Carolina. Their main focus is the Brewer-Jefferson-Tanyard property (2,500 acres), a past-producing mine from 1995. The property is significantly de-risked... more
06/28/2025
Analysis
Updated: Tesoro Gold
Tesoro Gold (previously Tesoro Resources) is advancing a gold project in Chile. They have a significant gold discovery (El Zorro) that they are drilling. It is a new discovery with a resource of 1.5 million oz at 1.2 gpt. It appears to be a 2+ million oz... more
06/27/2025
Analysis
Updated: TRX Gold Corp
TRX Gold (formerly Tanzanian Gold Corp) is small producer in East Africa at (Buckreef) in Tanzania (4,000 acres). They are producing 20,000 oz (their share) at around $1200 AISC, and plan to increase production to 60,000 oz in 2025 with no capex. It's a... more
06/27/2025
Analysis
Updated: TRX Gold Corp
TRX Gold (formerly Tanzanian Gold Corp) is small producer in East Africa at (Buckreef) in Tanzania (4,000 acres). They are producing 10,000 oz (their share) at around $1200 AISC, and plan to increase production to 30,000 oz (their share) in 2025 with no... more
06/26/2025
Analysis
Updated: Wildcat Resources Ltd
Wildcat Resources is a project generator focused in Australia. They have a gold discovery, but that is not their focus. They had a significant lithium discovery (Tabba) in Western Australia. They were able to raise $100M AUD in 2023 to drill this... more
06/26/2025
Analysis
Updated: Rokmaster Resources Corp
Rokmaster Resources is an exploration company focused in British Columbia. They have two early exploration projects. Nechako (12,000 acres) has two discovery areas, which are Mystery and Coconut. I think they are drilling. Selkirk (15,000 acres) also has... more
06/25/2025
Analysis
Updated: Lavras Gold Corp
Lavras Gold is a new company formed as a spinout after Amarillo Gold was acquired by Hochschild in 2022. It was formed by the Amarillo Gold management team. Thus, they know how to advance a project to a construction decision in Brazil.
They have one... more
06/25/2025
Analysis
Updated: Awale Resources
Awale Resources was formed in 2016. They are a Canadian project generator exploring for gold in West Africa (Cote D'Ivorie). They have 2 properties on 700,000 acres and have an application to expand that to about 1 million acres.
They have a 25% JV... more
06/25/2025
Analysis
Updated: ATEX Resources Inc
ATEX Resources is advancing a large copper/gold project (Valeriano) in Chile. It currently has 15B lbs of copper and 9M oz of gold, and is growing in size. They are not providing guidance to do a PEA or permitting. I think they are an exploration company... more
06/25/2025
Analysis
Updated: Defiance Silver Corp
Defiance Silver has a high-grade silver discovery in Mexico. In 2011, they obtained a $5.5 million option to purchase the historic San Acacio mine in the Zacatecas Silver District (I'm not sure if the remaining $4.6 million has been paid). They have had... more
06/24/2025
Analysis
Updated: Novagold Resources Inc
NovaGold Resources has a huge advanced gold project in Alaska. Donlin is a 45 million oz resource at 2.2 gpt (they own 60%), which is one of the highest-grade large open pit mines in the world. They are projecting cash costs of $600 per oz. However,... more
06/24/2025
Analysis
Updated: Vista Gold Corp
Vista Gold has a large project in Australia called Mt Todd (10 million oz at .8 gpt, with 91% recovery rate). They are currently working on an updated DFS to build a starter pit at 15,000 tpd (175K/year). They expected the capex to be around $400M. If... more
06/22/2025
Analysis
Updated: Southern Cross Gold Ltd
Southern Cross Gold is a project generator focused in Australia. They were a spinout of Mawson Gold around 2022, where Mawson kept 65%. Then Mawson did a second spinout in 2025 and renamed it Southern Cross Gold Consolidated after it exploded in value....... more
06/22/2025
Analysis
Added: Desoto Resources Ltd
Desoto Resources is a project generator focused in West Africa (Guinea). They have 14 projects on 300,000 acres. They do not have a significant discovery yet, which is why their FD mkt cap is only $13M and they have about $5M in cash. What they do have... more
06/22/2025
Analysis
Added: Questcorp Mining Inc
Questcorp Mining is a new project generator. They have an early exploration project (La Union) in Mexico on 6,000 acres. It has gold at surface with several excellent grab samples. Plus, there has been historical production on the property of at least 50, more
06/21/2025
Analysis
Updated: Oceanagold Corp
OceanaGold is a large mid-tier producer. They have 11 million oz in resources and will produce 500,000 oz in 2025, with all-in costs (break-even) around $2500 per oz. Break-even costs should drop in the next couple of years. Production is projected to... more
06/20/2025
Analysis
Updated: AuMEGA Metals Ltd
AuMEGA Metals (formerly Matador Mining) is advancing two gold projects in Newfoundland, Canada. Their flagship project is Cape Ray, which has a PEA in place to commence mining at a rate of 80,000 ounces per year, with cash costs of only $700 per ounce.... more
06/20/2025
General
Don Interviewed on Rebel Investor
https://www.youtube.com/live/I7iRMnX-OnA?si=ftkh1oqxLgIQOY3W more
06/20/2025
Analysis
Added: Versamet Royalties Corp
Versamet Royalties is a royalty company that mostly focuses on gold. They have 27 projects, with 60% gold, 25% copper, 3% silver, and 12% base metals. Currently, they have only 4 producing properties with low revenue of only 5,000 GEOs. They plan to have... more
06/20/2025
Analysis
Updated: Trailbreaker Resources
Trailbreaker Resources (formerly Goldstrike Resources) is a project generator operating in western Canada. They are actively exploring multiple projects simultaneously. At their Atsutla property, they have identified five distinct gold zones, and they... more
06/19/2025
Analysis
Updated: Mayfair Gold Corp
Mayfair Gold acquired the gold project (Fenn-Gib) from Pan American Silver in 2020. It is now a 4 million oz (.7 gpt) open pit, with exploration potential to add to the open pit and underground. It looks like a slam dunk that will be difficult for them... more
06/19/2025
Analysis
Added: Aguia Resources Ltd
Aguia Resources is an Australian-based small gold producer in Colombia. Their small Santa Barbara mine only produces around 10K oz a year, but that should increase to 15K to 18K by year end, when they expect to increase production from 30 tpd to 75 tpd.... more
06/18/2025
Analysis
Added: Axcap Ventures Inc
Axcap Ventures is a new exploration company formed in 2024. They have acquired 3 significant projects, all with large resources. They only paid $5 per oz and it currently valued around $9 per oz fully diluted ($71M).
They say their strategy is to... more
06/18/2025
Analysis
Updated: Snowline Gold Corp
Snowline Gold is a new project generator focused in Canada. They have 8 properties in the Yukon (700,000 acres). In 2021 and 2022 they released some good drill holes at Jupiter (6 meters at 14 gpt) and Valley (135 meters at 1.1 gpt), and investors bid up... more
06/17/2025
Analysis
Updated: Metallis Resources Inc
Metallis Resources is a project generator with two early-stage exploration projects. Their main focus is the Greyhound project, which was acquired in 2024. It contains a 3.6 km long mineralized shear zone measuring up to 12m, and two past-producing gold/s more
06/17/2025
Analysis
Updated: Max Resource Corp
Max Resource Corp has a Silver-copper JV in Colombia called Sierra Azul (Formerly CESAR). It is a 250,000 acres tenement which they believe could become a new Kupferschiefer discovery, similar to the huge deposits in Europe. They drilled 12 holes over 2,2 more
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
06/15/2025
Analysis
Added: Many Peaks Minerals Ltd
Many Peaks Minerals is an Australian project generator focused in West Africa (Cote d'Ivoire). They have 4 projects on 450,000 acres. Their flagship project is Ferke - Auger which has several discovery holes, including 45M at 8.5 gpt AU and 91M at 2 gpt... more
06/15/2025
Analysis
Updated: Bonterra Resources Inc
BonTerra Resources is developing a gold project (Bachelor-Moroy) in Quebec. However, their upside potential comes from a JV project (Barry-Gladiator) with Gold Fields. They own 30% and it is currently 2.6M oz’s. I think it could grow into 4M oz.... 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: 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
06/12/2025
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
06/10/2025
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: 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: 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: 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: 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: 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: 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
06/08/2025
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
06/07/2025
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
06/07/2025
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: 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
06/03/2025
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
06/02/2025
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
06/02/2025
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
06/01/2025
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
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
General
May 2025 Newsletter Posted
May 2025 Newsletter Posted. more
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