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08/27/2025
Analysis
Updated: Alkane Resources Ltd
Alkane Resources is a gold producer in Australia and Sweden. They produce about 160,000 oz per year. Their Tomingley mine produces 70K/year, with breakeven costs per oz around $2100. It’s a long-life mine with 1.56 oz at 2 gpt, plus significant... more
08/25/2025
Analysis
Updated: Black Cat Syndicate Ltd
Black Cat Syndicate is advancing three gold projects in Western Australia to production. Their starter mine (Paulsens) is funded to begin production in Q4 2024 at around 50K oz a year (after ramp up). The capex was low ($28 million) and was funded with... more
08/25/2025
Analysis
Updated: Metals Exploration Plc
Metals Exploration is a gold producer in the Philippines. Their Runruno project has a short mine life. It is currently producing around 70K oz with an AISC around $1200. It is generating a lot of FCF, but they are only giving guidance on production in... more
08/24/2025
Analysis
Updated: Amarc Resources Ltd
Amarc Resources is a project generator focused in Canada. They have several copper/gold projects (Ike, Joy, Greater Empress, and Duke) in British Columbia.
They made a discovery on Joy in 2022, with a drill hole of 204 meters at .42% CuEQ (.18% CU... more
08/23/2025
Analysis
Updated: Liberty Gold
Liberty Gold (formerly Pilot Gold) was formed from Fronteer Gold and True Gold's management team. Their flagship project is Black Pine in Idaho. It has been growing rapidly in size and is now 4.7 million oz (.5 gpt). They released a PFS in 2024. It is... more
08/22/2025
Analysis
Updated: JZR Gold Inc
JZR Gold (formerly Jazz Resources) is advancing a small tailings project in Brazil. The deposit hosts 700,000 ounces at a grade of 2.7 g/t, but they only own 50% of it, so cash flow will be limited. Their partner has received the necessary permits at... more
08/20/2025
Analysis
Updated: Aurum Resources Ltd
Aurum Resources is an Australian project generator focused in West Africa. They have one project (Boundiali) that has 250,000 acres in Cote d'Ivoire. It consists of 4 properties that are all next to each other. They own an average of 80%, with the lowest... more
08/19/2025
Analysis
Updated: Gold Fields Ltd
Gold Fields is a major with a global footprint. They currently produce 2.1 million oz per year, making them the 7th largest gold producer. They have 8 operating properties with 13% of production in South Africa, 46% in Australia, 32% in West Africa (Ghana more
08/19/2025
Analysis
Updated: Thor Explorations Ltd
Thor Exploration began producing gold in Nigeria in 2021. The Segilola project (6,500 acres) is a 500,000 oz open pit deposit (4 gpt) with also an underground mine. The open pit only has a 5-year mine life, and they plan to mine about 350,000 oz. The... more
08/19/2025
Analysis
Updated: Investigator Resources Ltd
Investigator Resources is advancing a silver discovery (Paris) in Australia. It is already a 57 million oz resource (72 gpt) at surface, although with a 75% recovery rates, that is only 45M oz. They have a PFS to mine 4 million oz a year for 7 years.... more
08/18/2025
Analysis
Updated: Great Southern Mining Ltd
Great Southern Mining is a project generator focused in Australia. They are currently drilling their flagship Duketon project in the Laverton district of Western Australia. Duketon is 45000 Hectares with potential discovery on multiple targets. The... more
08/18/2025
Analysis
Updated: Ramelius Resources Ltd
Ramelius Resources is a large gold producer in Western Australia. They are producing about 250,000 oz with all-in costs (free cash flow) around $1600 per oz. Plus, they have $500 million in cash, and no debt. So, they are not cheap with an FD market cap... more
08/16/2025
Analysis
Updated: Magna Terra Minerals Inc
Magna Terra Minerals is a project generator operating in Canada. They have multiple gold projects and could become an interesting stock if they make a significant discovery. They hold properties in Argentina, but are not pursuing exploration there at the... more
08/15/2025
Analysis
Updated: Adelayde Exploration Inc
Adelayde Exploration Inc. (Spearmint Resources) has two early-stage gold exploration projects: one in Nevada (Clayton Ridge) and another in Quebec (Perron - East). They conducted drilling in 2022 but did not discover any gold. In 2024, they drilled for... more
08/15/2025
Analysis
Updated: Scottie Resources
Scottie Resources (previously Rotation Minerals) is a project generator focusing on gold exploration in the Golden Triangle in British Columbia. They have 7 properties (Scottie, Black Hills, Summit Lake, Ruby, Bitter Creek, Bow, Stock). Scottie is a past... more
08/14/2025
Analysis
Updated: Centerra Gold Inc
Centerra Gold is a large mid-tier producer based in Canada. In 2020, they lost their flagship project (Kumtor) in Kyrgyzstan. It was producing 500,000 oz at low costs. They are in arbitration trying to recover some value for Kumtor. I was never... more
08/14/2025
Analysis
Updated: Magmatic Resources Ltd
Magmatic Resources is project generator located in Australia. They have a large land package with four projects in a world class gold-copper province. The Wellington North project is situated in proximity to the recent porphyry-style discovery by Alkane... more
08/14/2025
Analysis
Updated: Santacruz Silver Mining Ltd
Santacruz Silver Mining is a silver and base metals producer in Mexico and Bolivia. Their Mexico mine (Zimapan) has a short mine life and could stop production in 2025 or 2026. It currently produces around 1.4M oz AG, with an AISC around $25, and a... more
08/14/2025
Analysis
Updated: Centerra Gold Inc
Centerra Gold is a large mid-tier producer based in Canada. In 2020, they lost their flagship project (Kumtor) in Kyrgyzstan. It was producing 500,000 oz at low costs. They are in arbitration trying to recover some value for Kumtor. I was never... more
08/13/2025
Analysis
Updated: Pinnacle Silver and Gold
Pinnacle Silver and Gold (previously Newrange Gold) is a project generator focused in Canada. They have four projects: North Birch, Argosy, and Western Fold in Ontario, and their most recent acquisition — El Potrero in Mexico. North Birch has potential... more
08/13/2025
Analysis
Updated: Triple Flag Precious Metals Corp
Triple Flag is a newer precious metal royalty company. They already have 237 royalties, including 32 producing royalties. Their guidance for 2024 was100-115k oz with an average of 140k oz from 2024-2028. They recently raised their quarterly dividend to 5% more
08/13/2025
Analysis
Updated: Hammer Metals Ltd
Hammer Metals is a project generator focused on Australia. They have two large properties, with Mt Isa being their flagship project. Mt Isa has a substantial land package, spanning 500,000 acres, and is located in a favorable area in Queensland. However,... more
08/13/2025
Analysis
Updated: Westgold Resources Ltd
Westgold Resources is a mid-tier producer in Western Australia. The merged with Karora Resources in 2024 as a merger of equals. This created a company with 12M oz of resources, 350K oz of production, 4 development projects, and 5 potential restart... more
08/13/2025
Analysis
Updated: Orogen Royalties Inc
Orogen Royalties is a project generator, but calls themselves an Organic Royalty Generator. It was created in 2020 from the combination of two exploration companies (Evrim Resources and Renaissance Gold). They have 25 NSRs, but only the Ermitano (owned... more
08/12/2025
Analysis
Updated: Intl. Tower Hill Mines Ltd
Int. Tower Hill Mines (ITHM) has a monster project (Livengood) in Alaska with 13 million oz (.6 gpt) with an 80% recovery rate. It has a pre-feasibility study (2021) with a $2 billion capex to produce 350,000 oz for 23 years (8 million oz). All-in costs... more
08/11/2025
Analysis
Updated: PTX Metals Inc
PTX Metals (formerly Platinex Inc.) is a project generator focused on Canada. They currently manage four early-stage exploration projects in Ontario through a JV with Fancamp Exploration, under a subsidiary named South Timmins Mining Inc. They hold a 75%... more
08/11/2025
Analysis
Added: Sranan Gold Corp
Sranana Gold is a project generator focused in South America (Suriname). They have one project (Tapanahony) on 72,000 acres. It is in area that has had a lot of small-scale surface mining, so they know it has gold. IAMGold drilled it for two years and... more
08/10/2025
Analysis
Added: Westward Gold Inc
Westward Gold is a project generator focused in Nevada. They have two early exploration projects. Toiyabe Hills (17,000 acres) is next to a past producing mine. It is a possible discovery. They are drilling the Courtney and Campfire areas.
Their... more
08/10/2025
Analysis
Added: Tolu Minerals Ltd
Tolu Minerals is advancing a gold project in Papua New Guinea (PNG). Their Tolukuma (50,000 acres) is a past-producing mine on C&M (care and maintenance). They plan to put it back into production in 2026. It is only a 500,000 oz deposit (around 5 gpt).... more
08/09/2025
Analysis
Updated: Freeman Gold Corp
Freeman Gold is advancing an open-pit gold project called Lemhi in Idaho, covering 7,500 acres. It is a 1-million ounce oxide project grading 1 g/t. The project has been known for more than 30 years but was never developed. A new PEA shows a post-tax... more
08/09/2025
Analysis
Updated: Austin Gold Corp
Austin Gold is a new company formed in 2022. The team behind it comes from Silver Standard and Pretium Resources, the latter of which was acquired by Newcrest for US$2.25 billion. They have two early exploration projects in Nevada — Kelly Creek and... more
08/08/2025
Analysis
Added: Sunshine Metals Ltd
Sunshine Metals is a gold developer in Australia (Queensland). They have two projects with small deposits that they would like to take to production. Both are high-grade surface projects. Sybil has 235K oz at 7 gpts, which is likely their focus.... more
08/08/2025
Analysis
Updated: Enduro Metals
Enduro Metals (a merger of Enduro Metals & Commander Resources) is a project generator focused in Canada. They have a large property (Newmont Lake at 150,000 acres) in the Golden Triangle of British Columbia. It's in a good neighborhood with a lot of... more
08/08/2025
Analysis
Updated: East Africa Metals Inc
East Africa Metals is a project generator. They arose from a spin-out from Canaco Resources in 2012. They have three large resources in Tanzania and Ethiopia. The company presentation on their website is from 2020. They are low on cash and raised $1M in... more
08/07/2025
Analysis
Updated: South Pacific Metals Corp
South Pacific Metals is an exploration company focused in Papua New Guinea. They have 4 large early exploration properties. All are 100% owned. They don't have a significant discovery yet, although one of their properties has an inferred resources of... more
08/07/2025
Analysis
Updated: Rua Gold Inc
Rua Gold was formed in 2024. It has a strong exploration team and is in a good neighborhood in New Zealand. Both of their properties are in mining districts with strong past success and current producing mines. They are using the strategy of exploring... more
08/07/2025
Analysis
Updated: Stavely Minerals Ltd
Stavely Minerals is mostly a copper /gold exploration company. They have two large copper/gold properties (Stavely & Ararat, ) in Western Victoria, and a new Ni-Cu-Co project in WA. Their main focus is the Stavely project in which they have had good... more
08/07/2025
Analysis
Updated: Sirios Resources Inc
Sirios Resources is a project generator focused on Quebec, Canada. Their flagship project is the Cheechoo open-pit project, which contains 1.3 million ounces in the indicated category (at 1.12 gpt) and 1.7 million ounces in the inferred category (at 1.23... more
08/07/2025
Analysis
Updated: Blende Silver Corp
Blende Silver Corp is a small exploration company in Canada. Their Blende property in the Yukon has 132 holes drilled with a large resource. It is a Zinc-Lead-Silver deposit with 1B+ lbs of zinc and lead (mostly inferred) and 30 million oz of low-grade... more
08/06/2025
Analysis
Updated: Wolfden Resources Corp
Wolfden Resources has a polymetallic deposit named Picket Mountain in Maine, containing zinc, copper, lead, gold, and silver. This high-grade polymetallic deposit holds an in value of $500 per ton (for 150 million oz AgEq). Their rezoning application was... more
08/06/2025
Analysis
Updated: Rokeby Resources
Rokeby Resources (previously Inca Minerals) has multiple IOCG targets in Australia. They sold their Peru projects in 2024, and purchased the Hurricane deposit in North Queensland from a private company. This seems to be their main focus for 2025 .... more
08/06/2025
Analysis
Updated: US Gold Corp
US Gold Corp is developing a large gold/copper project in Wyoming (CK Project). It has 1.4 million oz (.68 gpt AU) AUEQ (including 250 million lbs of copper) of proven and probable resources. They plan to mine 110,000 oz of AUEQ for 12 years at an $1000... more
08/06/2025
Analysis
Updated: Cartier Resources Inc
Cartier Resources is a project generator focusing in Quebec. Their main focus is their Cadillac Project. They are trying to complete permitting and an updated PEA by the end of 2027. As of now they have 720K oz Au indicated and 1.62M oz Au inferred.... more
08/06/2025
Analysis
Updated: Visionary Copper and Gold Mines
Callinex Mines is a project generator focused in Canada. They are really a copper & zinc exploration company with 4 zinc projects totalling 2.6 billion lbs of zinc eq. They might even be a development company, with guidance of production at their Nash... more
08/05/2025
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
08/05/2025
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
08/04/2025
Analysis
Added: Prince Silver Corp
Prince Silver is a project generator focused in Nevada. They have a silver project (Prince) that has had historical production and 129 drill holes. They have a target of 25 to 40M tons at 100M oz AGEQ. That's quite a target. A few good drill holes and... more
08/04/2025
Analysis
Updated: Prodigy Gold
Prodigy Gold (formerly Abm Resources) is a gold exploration company with 1+ million acres in Australia. They have about 4 JVs and their partners are drilling. Newmont has to spend $12M to get 70% of Tobruk. They claim to have 1 million oz at 1.9 gpt, but... more
08/04/2025
Analysis
Updated: Indiana Resources Ltd
Indiana Resources is a project generator focused in Australia. They have 4 properties in Australia at various stages. They have been drilling two of the projects, and one project has historic drill holes, but hasn't been worked on in the past twenty... more
08/03/2025
Analysis
Updated: Indiana Resources Ltd
Indiana Resources is a project generator focused in Australia. They have 4 properties in Australia at various stages. They have been drilling two of the projects, and one project has historic drill holes, but hasn't been worked on in the past twenty... more
08/03/2025
Analysis
Updated: Prodigy Gold
Prodigy Gold (formerly Abm Resources) is a gold exploration company with 1+ million acres in Australia. They have about 4 JVs and their partners are drilling. Newmont has to spend $12M to get 70% of Tobruk. They claim to have 1 million oz at 1.9 gpt, but... more
08/02/2025
Analysis
Updated: Indiana Resources Ltd
Indiana Resources is a project generator focused in Australia. They have 4 properties in Australia at various stages. They have been drilling two of the projects, and one project has historic drill holes, but hasn't been worked on in the past twenty... more
08/02/2025
Analysis
Added: G50 Corp Ltd
G50 Corp is an Australian-based project generator that is focused in the USA. They have two small projects. Golconda (1,000 acres) in Arizona is their focus. They are drilling it with some success. They just completed their second drill program (26 holes) more
08/02/2025
Analysis
Updated: Dundee Precious Metals Inc
Dundee Precious Metals is a mid-tier producer. They have two producing gold mines in Bulgaria. Chelopech at 160,000 oz, with significant offsets in silver, copper, and zinc. Cash costs are around $600 per oz, with all-in costs around $1200 per oz.... more
08/01/2025
Analysis
Updated: Silver X Mining
Silver X Mining has a producing silver mine (Tangana) on their Nueva Recuperada (50,000 acres) property in Peru. It has about 180 million oz of 300 gpt AGEQ (about 100 million oz of AG at 120 gpt), and they are producing about 1 million oz of AG.... more
08/01/2025
General
July 2025 Newsletter Posted
July 2025 Newsletter Posted. more
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