Companies owning a minority interest in their flagship project generally don’t enjoy a good valuation by the market as they basically remain at the mercy of their majority partner. This […]
Reports
Report: Generation Mining – Fast-tracking Marathon towards feasibility study
Less than six months ago, companies were stumbling over each other to acquire and drill PGM projects as the Palladium-price soared to in excess of $2000/oz. Pretty much every company […]
Report: Cypress Development – The PFS shows a NPV increase at lower lithium prices
Lithium hasn’t been the ‘flavor of the month’ for several years now which means companies that weren’t serious about their ventures into the space or only had mediocre projects have […]
Report: Vanstar Mining – A thorn in the side of IAMgold?
From a mental perspective, it’s never easy to initiate a position in a company whose share price has just five-folded in the past six months. That’s what happened to Vanstar […]
Report: Maverix Metals – A look at the Q1 Results
Maverix Metals (MMX.TO, MMX) has recovered well from its 18 month low in March and its share price has more than doubled since, now trading at in excess of C$5.50/share. […]
Interview with Vincent Metcalfe, CEO of Nomad Royalty
Nomad Royalty (NSR.TO) is the newest addition to the Canadian royalty and streaming scene. The company just closed a transaction with Orion Mine Finance and Yamana Gold (YRI.TO, AUY) and […]
Report: Taiga Gold – Good drill results from Fisher, a new partner at Leland
When we first discussed Taiga Gold (TGC.C) in March, we were looking forward to seeing the results of the past winter exploration season. SSR Mining (SSRM, SSRM.TO) was able to […]
Report: Commander Resources – Several irons in the fire to benefit from an improving commodity environment
When access to capital remains scarce, it’s important to keep an eye on the financial statements of the companies you are planning to invest in. Where is the money going? […]
