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11/30/2025
Analysis
Updated: Pacific Ridge Exploration Ltd
Pacific Ridge Exploration is a project generator that has been operating for 45 years. The company has nine gold exploration projects, three in the Yukon and six in British Columbia. They are also advancing three copper-gold porphyry projects, with the... more
11/30/2025
Analysis
Updated: Oriole Resources PLC
Oriole Resources is a project generator focused in West Africa. They also have two potential mines in Cameroon (Bibemi and MBE). These are both 50% JVs, and their partner is drilling and advancing them. Bibemi is 500K oz at 2 gpt and is currently getting... more
11/28/2025
Analysis
Updated: Metal Hawk Ltd
Metal Hawk is a project generator with a a potential discovery in Western Australia. Their Leinster South - Siberian Tiger property (100,000 acres) has a 3.8 kilometer strike with extensive surface samples that has been followed by drilling. The surface... more
11/27/2025
Analysis
Updated: Nicola Mining Inc
Nicola Mining (formerly Huldra Silver) was a small producer in Canada (British Columbia). They have a high-grade (20 opt) deposit (Treasure Mountain). They produced 600,000 oz in 2013 and could have been able to ramp up to around 1 million oz with... more
11/26/2025
Analysis
Updated: Yukon Metals Corp
Yukon Metals, a new company formed in 2024, is a project generator with a portfolio of properties assembled over 30 years by the Berdahl family, who were behind the Snowline Gold discovery. Their market cap reflects value that has attracted the attention... more
11/26/2025
Analysis
Updated: Aeris Resources Ltd
Aeris Resources is a copper , gold and silver producer. Their Tritton copper mine produces about 25,000 tons a year. If copper prices rise, that will give them a lot of free cash flow (over $50M). They also have Cracow, a small underground gold mine,... more
11/26/2025
Analysis
Updated: Radisson Mining
Radisson Mining is advancing a high-grade gold project in Quebec. Their O'Brien (13,000 acres) underground project has 1.2M oz (6 gpt) and likely will increase in size (it was only mined to 1100 meters at depth). It is past producing mine with a mill,... more
11/25/2025
Analysis
Added: Vizsla Royalties Corp
Vizsla Royalties was created by Vizsla Silver. They hold a 2% NSR on Panuco, plus 3.5% for Silverstone. Panuco is targeting production in 2027 at 20M oz/year. At $100 silver, that is $40M FCF/year for a 2% NSR. If they get a 25 FCF multiple, that is $1B... more
11/25/2025
Analysis
Updated: Oreterra Metals Corp.
Romios Gold is a project generator with properties in British Columbia and Ontario in Canada, and in Nevada. A new CEO took over in June 2025 and is looking to advance exploration on them, as difficult financial conditions had prevented any until... more
11/25/2025
Analysis
Updated: Westhaven Gold
Westhaven Gold (formerly Westhaven Ventures) is a project generator in Canada. They had a major discovery (17 meters at 24 gpt) at Shovelnose in 2018 (British Columbia). The stock blasted off over $1, but has come back down, and currently trades at 11... more
11/24/2025
Analysis
Updated: Triumph Gold Corp
Triumph Gold (formerly Northern Freegold) is a project generator in the Yukon. They are trying to advance their Freegold Mountain project (50,000 acres). It is a low-grade open pit project with a 1.5 million oz resource (75% recovery) at .55 GPT AU. It... more
11/24/2025
Analysis
Updated: Siren Gold Ltd
Siren Gold is a project generator focused in New Zealand. In 2024, they sold their Reefton project to Rua Gold for $18M in Rua shares. They kept Sam's Creek, which is an 82% JV. with Ocean Gold It has 824,000 oz at 2.8 gpt AU and is growing in size. I... more
11/23/2025
Analysis
Updated: Troilus Mining
Troilus Gold is developing a large open pit mine (Troilus) in Quebec. The deposit is around 10 million oz (.5 gpt AU). It's a huge open pit. Fortunately, it is a past-producing open pit with a permitted tailings area. Plus, the Quebec government owns 12%... more
11/23/2025
Analysis
Updated: African Gold Ltd
African Gold is an Australian project generator focused on West Africa. They have several properties in Cote d'Ivoire and Mali. Their main focus in Didievi (100,000 acres) in Cote, which is a high-grade open pit that is growing in size. The deposit is 1M... more
11/23/2025
Analysis
Updated: Great Atlantic Resources Corp
Great Atlantic Resources is a project generator focused in Canada with a number of projects in Newfoundland and New Brunswick that are all early exploration. They target a variety of metals including gold, antimony, tungsten, tin, copper, lead, zinc,... more
11/23/2025
Analysis
Updated: Chibougamau Independent Mines Inc
Chibougamau Independent Mines Inc. (CIM) has a portfolio of twelve properties on 23,000 acres in the mining district of Chibougamau, Quebec. These include copper-gold targets and a 2% royalty on an iron project. It also has 5 past producing gold/copper... more
11/22/2025
Analysis
Updated: 55 North Mining Inc
55 North Mining is a project generator focused in Canada. They have one property (Last Hope) in Manitoba. It is a small (375,000 oz at 5 gpt) deposit and has been expanding with drilling (they issued 2 resource estimates in 2021). The project was... more
11/22/2025
Analysis
Updated: Golden Sky Minerals Corp
Golden Sky Minerals is a project generator with properties in the Yukon (White Gold district), southern British Columbia and Ontario. Their projects include Hotspot and Luckystrike (Yukon), the Rayfield copper gold project (southern BC), and Auden (Ontari more
11/21/2025
Analysis
Updated: Palamina Corp
Palamina is a project generator in Peru with significant property holdings that they describe as land banks consisting of 7 gold projects and 4 silver projects, all early exploration. Two of their projects are slated for exploration in 2026 with the... more
11/20/2025
Analysis
Updated: Legacy Iron Ore Ltd
Legacy Iron Ore is focused in Western Australia. They have one gold project (South Laverton) on 100,000 acres. It has four deposits (Mt Celia, Yilgangi, Patricia North, and Sunrise Bore). They are drilling all of them. They are mining under a right to... more
11/20/2025
Analysis
Updated: Riley Gold Corp
Riley Gold is a project generator focused on Nevada with a single exploration project, having written off and terminating the options on their second project. Their sole focus is now the Pipeline West/Clipper (PWC) property, which spans 6,000 acres. They... more
11/20/2025
Analysis
Updated: Inflection Resources Ltd
Inflection Resources is a copper and gold-focused project generator in Australia pursuing Tier-1 deposits in Australia's premier mining regions, including the Macquarie Arc region of New South Wales (NSW), an area that hosts the largest mines in... more
11/19/2025
Analysis
Updated: Galantas Gold Corp
Galantas Gold was advancing their Omagh project in Ireland. However, in 2025, they did a JV deal and kept 20%. Ocean Partners is not advancing the project. Omagh has a low capex ($11 million) because they already have a mill, which was recently used for... more
11/17/2025
Analysis
Updated: Gold Strike Resources Corp
Gold Strike Resources (previously Sanatana Resources) is a project generator based in Canada. In 2025, they acquired two projects near Snowline's large Valley deposit. Goldstrike One (5,000 acres) is only 500 meters south of the Valley deposit. This is... more
11/17/2025
Analysis
Updated: Unico Silver
Unico Silver is advancing two large low-grade silver projects in Argentina (the Santa Cruz area, which is ideal for mining). In 2023, they acquired the large Cerro Leon project (90M oz AGEQ) from Austral Gold. It was a game-changer for them. Then, in... more
11/17/2025
Analysis
Updated: Gateway Mining
Gateway Mining is a project generator focused in Western Australia. They have several properties they are exploring. Their large Montague West property (100,000 acres) is a discovery that they sold in 2025 to Brightstar Resources. It is similar to their... more
11/16/2025
Analysis
Updated: Fortuna Mining
Fortuna Mining (previously Fortuna Silver) is a mid-tier gold producer in Peru, Argentina, and West Africa (Cote d'Ivoire, Senegal). They used to be focused in Mexico and South America. Today, their focus has pivoted to West Africa, where they are trying... more
11/16/2025
Analysis
Updated: Wesdome Gold Mines Ltd
Wesdome Gold Mines is a mid-tier producer in Canada (Ontario and Quebec). They have two high-grade underground mines in good locations. They only have 2.5 million oz, but that total should increase. I expect them to find at least 3 million oz and perhaps... more
11/15/2025
Analysis
Updated: Hochschild Mining Plc
Hochschild Mining is a large gold/silver producer in South America. They will produce around 200,000 oz of gold and 8 million oz of silver in 2026 (although they are planning to place Pallancata, which produces 2M oz of silver on C&M because of high... more
11/15/2025
Analysis
Updated: Eldorado Gold Corp
Eldorado Gold is a major with a lot of gold (29 million oz). They have been a growth-oriented company. They have 4 operating mines, plus 2 more (Skouries and Perama) are being developed. Production will rise from 480,000 oz to about 700,000 oz after... more
11/13/2025
Analysis
Updated: Austral Gold Ltd
Austral Gold is a gold producer in Chile (Guanaco and Amancaya). They currently produce about 15,000 oz of gold equivalent (including silver). Production should increase to about 35,000 oz when they restart their Casposo mine in Argentina in 2025 or 2026. more
11/12/2025
Analysis
Updated: Pacgold Ltd
Pacgold Ltd is a project generator based in Australia. Their foundation project, Alice River (on 80,000 acres) is part of a fault system with kilometers of prospective targets and IP anomalies with significant potential. Their most advanced prospect is... more
11/11/2025
Analysis
Updated: i-80 Gold Corp
i-80 Gold was created as a spin-out when Equinox Gold acquired Premier Mining. They have four significant properties in Nevada with 14 million oz of gold, plus 200M oz of silver (but low grade at 15 gpt and only 40% recovery rate). Plus, they have... more
11/10/2025
Analysis
Added: Haranga Resources Ltd
Haranga Resources is an Australian-based development company. They have three projects. Their focus appears to be Lincoln-Comet, a small high-grade gold project in California. It has 200K oz at 9 gpt deposit with a fully permitted mill. It was in... more
11/10/2025
Analysis
Updated: Platina Resources Ltd
Platina Resources is a project generator focused in Western Australia. They have portfolio of seven early stage exploration projects. The company's strategy is to identify and advance targets capable of hosting at least 1m oz, moving quickly through... more
11/09/2025
Analysis
Updated: First Mining Gold
First Mining Gold was started as a new company in 2014 by Keith Neumeyer, the CEO of First Majestic Silver. In 2017, he hired a CEO (Jeff Swinoga) to develop their properties. Keith remained the Chairman.
They are advancing their large 5 million oz... more
11/09/2025
Analysis
Added: Adelong Gold Ltd
Adelong Gold is a developer in Australia. They have two advanced projects in Victoria that could become mines, although both are small. Apollo (25,000 acres) has a scoping study to produce 20K/year for 5 years with a $10M capex. The study is from 2022,... more
11/09/2025
Analysis
Updated: First Mining Gold
First Mining Gold was started as a new company in 2014 by Keith Neumeyer, the CEO of First Majestic Silver. In 2017, he hired a CEO (Jeff Swinoga) to develop their properties. Keith remained the Chairman.
They are advancing their large 5 million oz... more
11/08/2025
Analysis
Added: Silverco Mining Ltd
Silverco Mining is a new company formed in 2025. They are restarting the Cusi silver mine in Mexico. It is a 66M oz 200 gpt AGEQ historical deposit. The mine was in production from 2014 to 2022. The final year of production was 1.4M oz at $23 AISC... more
11/07/2025
Analysis
Updated: Andean Silver Ltd
Andean Silver (previously Mitre Mining) is an Australian-based development company. In 2023, they acquired the Cerro Bayo silver/gold project (100,000 acres) located in Chile. This is a game-changer for them. The mine was put on C&M in 2022 after... more
11/07/2025
Analysis
Updated: Argent Minerals
Argent Minerals is trying to advance a silver/zinc/gold project in Australia. Their Kempfield project is becoming advanced. It is a low-grade silver/gold/base metals project, with gold, lead, and zinc offsets. It will likely be economic at higher silver... more
11/07/2025
Analysis
Updated: Montage Gold Corp
Montage Gold is advancing a large open-pit project (Kone - Gbongogo) in West Africa (Cote d’Ivoire). They have 500,000 acres and 5 million oz of gold and are finding more. Their 4 million oz (reserves) open pit has various grades (.9 gpt to .5 gpt), so... more
11/06/2025
Analysis
Updated: Bellevue Gold
Bellevue Gold is developing a large high-grade project in Western Australia (Bellevue). Investors like it, giving them a FD market cap of $1 billion. It is 3.2 million oz (10 gpt) resource. It is economic at low gold prices, with all-in costs (break-even) more
11/06/2025
Analysis
Added: Resolution Minerals Ltd
Resolution Minerals is an Australian-based exploration company. They have a significant gold-antimony discovery (Horse Heaven) in Idaho on 12,000 acres next door to the large Stibnite gold-antimony project that Perpetua is developing.
They recently... more
11/06/2025
Analysis
Updated: Black Dragon Gold Corp
Black Dragon Gold (formerly Astur Resources) is a case study on the high risk of gold mining stocks. They had an economic project (Salave in Spain) and then their environmental mining permit was denied. The stock crashed from 47 cents to 1 cent. Now They... more
11/05/2025
Analysis
Updated: Wheaton Precious Metals Corp
Wheaton Precious Metals (previously Silver Wheaton) is a large gold/silver royalty company. They have streaming agreements on 22 operating mines, with another 24 in development. 83% of their assets fall on the lower half of the cost curve. Total cash... more
11/05/2025
Analysis
Updated: Metalla Royalty
Metalla Royalty & Streaming (formerly Excalibur Resources) is a newer royalty company formed in 2016. They grew aggressively and had 70 royalty and streaming properties before agreeing to a merger with Nova Royalty.
They have 7 assets currently in... more
11/04/2025
Analysis
Updated: Eskay Mining Corp
Eskay Mining has 150,000 acres next to the large Seabridge Gold and Skeena Resources projects in the Golden Triangle (British Columbia, Canada). They used to have 3 properties (SIB, Corey, North Mitchell), but in 2021, they were consolidated into a... more
11/04/2025
Analysis
Updated: Maronan Metals Ltd
Maronan Metals is a new Australian company formed from a spinout by Red Metals, which is a large shareholder (44%). They are advancing their Maronan project (8,000 acres) in Queensland to production in 2029. It is a large deposit, with 120M oz (100 gpt)... more
11/04/2025
Analysis
Updated: Allied Gold Corp
Allied Gold is a gold producer in West Africa and East Africa. They have large resources (18M oz's) and are a growth story. They plan to expand production from 400,000 oz's in 2024 to 600,000 oz in 2026, then 800,000 oz in 2028. They currently have... more
11/04/2025
Analysis
Updated: Dolly Varden Silver Corp
Dolly Varden Silver is project generator in Canada. They have a large property in British Columbia (40,0000 acres), that has 12 deposit areas. Dolly Varden (50 million oz of silver at 300 gpt) and Homestake Ridge (1 million oz of gold at 4.5 gpt, plus... more
11/04/2025
Analysis
Updated: Sailfish Royalty Corp
Sailfish Royalty is a new company. They only have 9 NSR properties, but one of them (San Albino) began paying out in 2021 at about $3 million per year. At higher gold prices, it could double in value. The risk is San Albino is in Nicaragua which had... more
11/04/2025
Analysis
Updated: Vior Inc
Vior Inc (Societe D Exploration Mineire Vior) is a project generator in Quebec, Canada which is one of the best jurisdictions in the world. This is a high risk speculation explorer, but they are in a good location. They have been around since 1984 and... more
11/04/2025
Analysis
Updated: Caledonia Mining Corp. Plc
Caledonia Mining is an emerging mid-tier producer in Zimbabwe (South Africa). Production is 75,000 oz (their share), but increasing to 225,000 oz. All-in costs (free cash flow) are about $1600 per oz. They have annual free cash flow of around $175... more
11/03/2025
Analysis
Updated: Sunstone Metals
Sunstone Metals is an Australian-based project generator with two gold/copper projects in Ecuador. Both projects are early exploration, but both appear to be discoveries. El Palmer has a maiden MRE of 1.2Moz Gold equivalent. This potentially could be an... more
11/03/2025
Analysis
Updated: Tanami Gold NL
Tanami Gold is a project generator focused in Australia. They have a 50% JV with Northern Star (Australian major) called CTPJV (Central Tanami) which has 2.6 million oz at 3.2 gpt. Northern Star is the operator. This looks like a large mine that will get... more
11/03/2025
Analysis
Updated: Fancamp Exploration Ltd
Fancamp Exploration is an experienced project generator. This includes 6 high-priority projects and 8 early-mid stage NSRs. It will be interesting to see if they want to become explorers and or mine builders or if they pivot to more of a royalty holding... more
11/03/2025
Analysis
Updated: Amaroq Minerals Ltd
Amaroq Minerals (formerly AEX Gold) is in the process of restarting a gold mine in Greenland. Nalunaq is a past-producing mine with 450,000 oz at 30 gpt. Production stopped in 2009. They think exploration will increase the deposit to 1 million oz at 18... more
11/03/2025
Analysis
Updated: Thunder Mountain Gold Inc
Thunder Mountain Gold is small project generator focused in the U.S. They had an option agreement with BeMetals to sell their South Mountain project, but BeMetals terminated the deal in January 2023. BeMetals put almost $9 million worth of exploration... more
11/01/2025
General
October 2025 Newsletter Posted
October 2025 Newsletter Posted. more
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