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02/17/2026
Analysis
Updated: Kinross Gold Corp
Kinross Gold is a major with 2 million oz of gold equivalent production. Their all-in costs (breakeven) for 2026 are projected to be around $2400. Free cash flow should be around $5 billion at $4900 gold. Their AISC in Q4 2025 was $1500. We can expect... more
02/17/2026
Analysis
Updated: Azucar Minerals Ltd
Azucar Minerals (formed in 2018 as a spinout from Almadex Minerals) with a gold property in Mexico that has also recently expanded into Nevada. El Cobre (17,000 acres) has the potential to be a large mine. One drill hole was 534 meters at .9 gpt that had... more
02/16/2026
Analysis
Updated: Gateway Mining Ltd
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
02/16/2026
Analysis
Added: Daura Gold Corp
Daura Gold is a project generator focused in Peru. They have 40,000 acres in a good location. In fact, their Antonella property surrounds the Bonita discovery that Highlander Silver is drilling. Antonella is a discovery with a drill hole of 17 meters at... more
02/15/2026
Analysis
Updated: First Majestic Silver Corp
First Majestic Silver is a large silver/gold producer in Mexico. They recently acquired Gatos Silver in an all-share deal with a 16% premium. Before the Gatos deal, First Majestic was a troubled company with high costs, high debt, and still suffering... more
02/15/2026
Analysis
Updated: Star Gold Corp
Star Gold Corp has a small gold project in Nevada. It's only a 200,000 oz resource AUEQ (include silver), but the all-in costs make it economic using low production of only 25K/year. The capex is only $40 million. The problem is financing, but at $5K... more
02/15/2026
Analysis
Updated: Cabral Gold
Cabral Gold is developing a gold project in Brazil. Cuiu Cuiu is a 1.2 million oz (1 gpt) resource that is growing in size. It's still early exploration. They released PFS to mine the 300K oz oxides in 5 blankets. The capex is $37M with construction... more
02/15/2026
Analysis
Updated: King Copper Discovery Corp
King Copper (formerly Turmalina Metals) has transitioned from a junior explorer with a high-grade gold discovery in Argentina (San Francisco) to one looking for a major copper deposit, now reflected by its new name, in southern Peru.
Their copper... more
02/15/2026
Analysis
Updated: Dreadnought Resources Ltd
Dreadnought Resources is an exploration company focused in Australia. They have a high-grade discovery (Mangaroon) in Western Australia. It is 23,000 oz at 12 gpt. There are two zones , one is gold the other is Niobium, REE, PGMs and Base metals, where... more
02/15/2026
Analysis
Added: Asia Broadband Inc
Asia Broadband is a small gold/silver producer in Mexico. They do not have a company presentation, and I don't have a good understanding of what they have. They appear to be producing around 1,000 oz a Qtr, but broken even in Q3. Gold prices rose in Q3,... more
02/14/2026
Analysis
Updated: Nord Precious Metals Mining
Nord Precious Metals (formerly Canada Silver Cobalt) controls two past-producing high-grade silver mines, Castle and Beaver. The Castle property (20,000 acres) historically yielded 20 million oz of silver at 25 opt. While production ceased in 1989, the... more
02/14/2026
Analysis
Added: Iltani Resources Ltd
Iltani Resources is advancing silver/polymetallic project in Australia (NSW). Their Herberton project (80,000 acres) has a 34M ton resource with 1 opt silver, 17 gpt Indium ($350/kilo), .7% PB, and .9% ZN. It is 120 gpt AGEQ.
They are working on... more
02/13/2026
Analysis
Updated: Coeur Mining Inc
Coeur Mining is a large gold/silver producer, with a FD mkt cap around $20B. They have been a poor performer and have to reach $70 per share to get back to where their share price traded in 2006. However, they have been aggressive, purchasing Orko Silver, more
02/13/2026
Analysis
Added: Godolphin Resources Ltd
Godolphin Resources is advancing a gold/silver discovery (Lewis Ponds) in Australia (NSW). It is a polymetallic deposit with gold (600K at 1 gpt), silver (30M oz at 50 gpts), plus ZN, PB, and CU. It could easily be a mine. However, their website lacks... more
02/12/2026
Analysis
Updated: BTU Metals
BTU Metals Corp. is a project generator focused in Canada. Their flagship project is Dixie Halo in the Red Lake area which shares 35km of boundaries with Great Bear Resources' discovery (the Dixie project). The valuation is supported by a partnership... more
02/12/2026
Analysis
Updated: Cerrado Gold Inc
Cerrado Gold is a gold producer in Argentina. Their Don Nicholas mine produces about 50,000 oz a year, with breakeven costs (free cash flow) around $2500 per oz. It is a large property (750,000 acres) with a lot of targets. They will need to be... more
02/11/2026
Analysis
Updated: Torque Metals Ltd
Torque Metals is advancing two significant gold projects (I am assuming their Edleston acquisition will close in Q2 2025). Paris in Western Australia (300,000 acres) is a significant discovery. It is 250,000 oz at 3 gpt with drill holes of 35M at 14 gpt... more
02/11/2026
Analysis
Added: Magma Silver Corp
Magma Silver is a project generator focused in Peru. They have one project (Ninobamb) with several properties (10,000 acres) that they are drilling. It is a discovery with several historical drill programs. Some of the drill holes are significant: 72M at... more
02/09/2026
Analysis
Updated: Cambria Gold Mines
Ascot Resources has a large high-grade gold project in Canada (British Columbia). They have six deposits (Premier, Silver Coin, Big Missouri, Martha, Dillworth, and Red Mountain) with 2 million oz (7 gpt).
They built the Premier mine for around $250M... more
02/09/2026
Analysis
Added: Power Metallic Mines Inc
Power Metallic Mines is drilling a significant polymetallic discovery in Quebec, Canada. The Nisk project (50,000 acres) has two discoveries that are 5 kilometers apart. If they are connected, it could be a large deposit. They plan to drill 100,000... more
02/08/2026
Analysis
Updated: Regis Resources Ltd
Regis Resources is a large Australian mid-tier gold producer. They will produce about 375,000 oz in 2026, It has an FD market cap of $4.4 billion. Breakeven costs (FCF) are around $2200 per oz, and their balance sheet is very good with $675 million in... more
02/08/2026
Analysis
Updated: PolarX Ltd
PolarX Ltd is an Australian mineral exploration company focused on high grade copper, gold and silver projects in the United States. With two properties in Alaska (Caribou dome & Stellar which comprise the Alaska Range project) and two in Nevada (Black... more
02/08/2026
Analysis
Updated: Brightstar Resources Ltd
Brightstar Resources is a development story in Australia. They were a small company, but did a merger in 2024 that was a game-changer. They now have 4M oz’s at 1.5 gpt, with 2 mining hubs in Western Australia. They are targeting 200K oz of annual... more
02/08/2026
Analysis
Updated: Brightstar Resources Ltd
Brightstar Resources is a development story in Australia. They were a small company, but did a merger in 2024 that was a game-changer. They now have 4M oz’s at 1.5 gpt, with 2 mining hubs in Western Australia. They are targeting 200K oz of annual... more
02/08/2026
Analysis
Updated: Brightstar Resources Ltd
Brightstar Resources is a development story in Australia. They were a small company, but did a merger in 2024 that was a game-changer. They now have 4M oz’s at 1.5 gpt, with 2 mining hubs in Western Australia. They are targeting 200K oz of annual... more
02/07/2026
Analysis
Updated: Endeavour Silver Corp
Endeavour Silver is a silver/gold producer in Mexico and Peru. They have 3 producing mines (Guanacevi, Terronera, and Kolpa), with expected production of 15 million oz (AGEQ) in 2026. Plus, they are developing their next mine (Pitarrilla).
They have... more
02/07/2026
Analysis
Updated: STLLR Gold
STLLR Gold (previously Moneta Gold) came into existence in 2024 when Moneta Gold and Nighthawk Gold merged as equals. Both had large projects in Canada. Combined, they have about 18M oz at 1 gpt, and they are likely to find more. If fact, they are... more
02/07/2026
Analysis
Updated: Allegiant Gold
A2 Gold Corp. (TSXV: AUAU | OTCQX: AUXXF) is a Canadian-based precious metals exploration company focused on developing district-scale gold and silver assets in Nevada, USA. Formerly known as Allegiant Gold Ltd., the company rebranded in September 2025... more
02/07/2026
Analysis
Updated: Silver Crown Royalties Inc
Silver Crown Royalties is a new royalty company that has a unique model. They are going after by-product silver production using NSRs. Often this silver production is only used to lower a company's costs. Silver Crown offers these companies an upfront... more
02/06/2026
Analysis
Updated: Arcwest Exploration Inc
Arcwest Exploration (previously Sojourn Exploration), is a Canadian mineral exploration company that utilizes the Project Generator model to explore for large-scale copper-gold porphyry deposits in British Columbia, Canada. Their business model is... more
02/06/2026
Analysis
Updated: Allegiant Gold
A2 Gold Corp. (TSXV: AUAU | OTCQX: AUXXF) is a Canadian-based precious metals exploration company focused on developing district-scale gold and silver assets in Nevada, USA. Formerly known as Allegiant Gold Ltd., the company rebranded in September 2025... more
02/06/2026
Analysis
Updated: Northstar Gold Corp
Northstar Gold is a Canadian-based mineral exploration and development company focused on advancing high-grade gold and copper assets in the prolific Abitibi Greenstone Belt of Ontario. The company’s primary objective is the exploration and development... more
02/06/2026
Analysis
Updated: Kenorland Minerals Ltd
Kenorland Minerals Ltd. (TSXV: KLD | OTCQX: KLDCF) is a premier Canadian mineral exploration company that employs a hybrid Project Generator/Royalty Company business model to discover and advance large-scale mineral deposits across North America. The... more
02/06/2026
Analysis
Updated: Dryden Gold Corp
Dryden Gold was formed in 2024. ) They are a Canadian gold exploration company that controls a district-scale, 100%-owned land package (approx. 70,000 hectares) in the Dryden District of Northwestern Ontario. The company is focused on the discovery and... more
02/05/2026
Analysis
Updated: Lake Victoria Gold
Lake Victoria Gold (Previously Tembo Gold)is a Canadian junior mineral exploration and development company focused on gold assets within the prolific Lake Victoria Goldfield of northwest Tanzania. The company rebranded in 2024 to reflect its expanded... more
02/05/2026
Analysis
Updated: K2 Gold Corp
K2 Gold (formerly West Melville Metals) is a Canadian mineral exploration company focused on developing high-grade gold and polymetallic assets in the Southwestern United States and the Yukon. As a member of the Discovery Group, the company is led by a... more
02/05/2026
Analysis
Updated: Carnavale Resources Ltd
Carnavale Resources is a project generator focused on Australia. They have two gold projects: Ora Banda South and an 80% ownership in Kookynie. Kookynie (12,500 acres) is a gold lode with notable drill results such as 6m at 72 g/t Au and 6m at 68 g/t Au.... more
02/05/2026
Analysis
Updated: Meeka Metals Ltd
Meeka Gold is advancing a large gold project (Murchison) in Western Australia. It is already 1.2 million oz (3 gpt) and has an additional 30,000 meters (from St Annes) that will add a few more hundred thousand ounces. It is a large (90,000 acres)... more
02/04/2026
Analysis
Updated: Americas Gold & Silver Corp
Americas Gold & Silver Corp (previously Americas Silver Corp) was a mid-tier gold/silver producer in Nevada (Relief Canyon), Mexico (Cosala), and Idaho (Galena). However, they had to put their gold mine (Relief Canyon) on C&M (care & maintenance) because... more
02/04/2026
Analysis
Updated: Eloro Resources Ltd
Eloro Resources is advancing a large low-grade tin/silver project in Bolivia. I think they are an exploration company, although they are considering building a pilot plant for $25M to become a small producer. That could be a game-changer for the company... more
02/04/2026
Analysis
Updated: Meeka Metals Ltd
Meeka Gold is advancing a large gold project (Murchison) in Western Australia. It is already 1.2 million oz (3 gpt) and has an additional 30,000 meters (from St Annes) that will add a few more hundred thousand ounces. It is a large (90,000 acres)... more
02/03/2026
Analysis
Updated: GMV Minerals Inc
GMV Minerals is an open pit oxide gold mine in Arizona. Their Mexican Hat property (4800 acres) is a gold discovery with 650,000 oz at 0.6 gpt (inferred). They published a PEA in 2019, but the market didn't believe those results were reasonable given the... more
02/03/2026
Analysis
Updated: Empire Metals Ltd
Empire Metals (Previously Georgia Mining and noricum Gold) is trying to become a titanium producer. Their main focus is the Pitfield project in Western Australia. It won a discovery award in 2025 for best discovery. They just release a Mineral Resource... more
02/03/2026
Analysis
Updated: Silver Spruce Resources Inc
Silver Spruce Resources is a project generator. They have three projects. They own 100% of all three, but all three are early exploration.
Jackie Au-Ag Project - Early-stage epithermal project with high-grade surface sampling and strong structural... more
02/03/2026
Analysis
Updated: Panthera Resources Plc
Panthera Resources is a gold developer focused in West Africa and based in London. They have 3 projects in West Africa. Bassala-Cascades in Burkina Faso is a gold discovery with a 600,000 oz (1.5 gpt) gold deposit that is growing in size.
They are... more
02/01/2026
Analysis
Updated: Baru Gold Corp
Baru Gold (formerly East Asia Minerals) is developing a small open-pit project in Indonesia. Their 70%-owned Sangihe project has a 2017 resource estimate of 200,000 Au oz at 1 gpt. However, an older 2010 estimate reported 900,000 oz at 1 gpt AU. They... more
02/01/2026
Analysis
Updated: Galway Metals Inc
Galway Metals is advancing two projects in Canada. Their Clarence Stream gold project (2M oz at 2.5 gpt AU) is going to be a large mine. It's on a large property (150,000 acres) in New Brunswick with significant exploration potential and is growing in... more
02/01/2026
General
January 2026 Newsletter Posted
January 2026 Newsletter Posted. more
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