A few weeks ago, we were talking to the portfolio manager of a ‘generalist’ high-net-worth individual who only sporadically dabbles into mining. Despite having a clear focus on mainstream investments, he also wanted to have some low-risk exposure to the gold sector and we learned his core positions in mining […]
The mining and commodity market has been performing poorly in the past few weeks and months until the gold price suddenly woke up earlier this week, and a recent visit to Vancouver, which undoubtedly is the mining capital of the world, seemed to confirm the (extremely) negative vibes of the […]
Pacton Gold (PAC.V) used to be a ‘pure’ Pilbara play as it joined other Canadian and Australian companies in the nugget-focused Pilbara Gold Rush. With the recent acquisitions in the Red Lake Gold district however, Pacton now pursues a two-pronged approach. Pacton’s Red Lake land package neighbours Great Bear Resources […]
It has been a few years since Riverside Resources (RRI.V) has been tied up in a strategic alliance and since Antofagasta (LON:ANTO) didn’t pursue the joint venture in 2016, Riverside has mainly been working on one-off joint venture deals with a range of companies on one or a few projects. […]
Hypes come and go and while most graphite focused companies that surfed the hype-wave have moved on to follow a new ‘hype du jour’, some companies have continued to work on their projects as they actually have merits. NextSource Materials (NEXT.TO) is one of those companies that didn’t have much […]
Exploration isn’t an exact science. Despite a good exploration plan and smart people on the ground, Fremont Gold’s (FRE.V) assay results from the three holes it drilled at Gold Bar didn’t yield the desired results. Too bad, as we came away from the site visit quite impressed. Fortunately, Fremont Gold […]
Over the past few years, we noticed one common thing in the mining sector: most companies prefer to fall back on the so-called Tier-1 destinations in safe mining jurisdictions like North America and Australia. Mining companies that are operating in tougher jurisdictions like Africa and South America have been avoided […]
After focusing on the Cobalt camp in 2018, Brixton Metals (BBB.V) is shifting gears and will spend most of its time and effort on the Atlin Goldfields project with a lesser extend on its Thorn project, both located in Northwestern British Columbia. After successfully assembling a contiguous land package allowing […]
At our most recent visit to the PDAC conference in Toronto (and some smaller conferences right before the PDAC started), we had the impression more companies are now focusing on copper as their new main commodity. Unfortunately we failed to see any new advanced stage copper stories (most were early […]
After gathering and interpreting all information of the previous exploration programs, Skyharbour Resources (SYH.V) will be active on three fronts in the coming months. It will drill its own Moore uranium project where it has now earned a 100% ownership through an earn-in agreement with Denison Mines (a large strategic […]
Cypress Development Corp. (CYP.V) ticked an important box last week as the company released the results of its metallurgical test work conducted on the Clayton Valley lithium project in Nevada. Ever since we have been keeping an eye on Cypress, this was an important part of the puzzle as the additional […]
Riverside Resources (RRI.V) will focus on growth in various ways this spring and throughout 2019 with a specific focus on its 100% owned Cecilia gold-silver project in Sonora. The company continues to apply its prospect generator model on this project, but as Riverside has enjoyed exploration success at its first […]
