My 2016 Tax loss and Pic 3 Candidates posted late, as I didn't want to tip my hat for SSkills1 Pic 3 contests. Most pricing info shown is from the end of year but most are close now. Most were much less mid Dec as well. No special order.
Americas Silver Corp USA.t 3.66 - MC 150M - $3 in Dec - My pic3
USA Transitioning from highest costs in the sector to near lowest costs.
NYSE Listing forecast any day. Going to add volume and exposure. When the cost transition shows up in the quarterlys, they will come. San Rafael is going to add 50% to their current AgEq with AISC costs going to the $2 - $3 range
GOLD RESOURCE GORO 5.03 - MC 306M - Recently under $4- My Pic3
GORO building the future. New acquisition brings their Nevada operations to about 22000 acres. The Isabelle project will be open pit with avg grade at 2gpt and recoveries at 80%. Their is a 5gpt pocket. With only a $25 - $30M CAPEX, they should have it paid for in 1 year. AISC will be phenomenal. I look for about 40 - 50,000 OPY of ultra low AISC production out of Nevada for about 10 years from those operations once they get in swing.
In Mexico, Alta Gracia will continue to carry the company while they continue to hollow out Switch Back for the next mine to carry the baton. They are currently preparing for truckable additions in production from Alta Gracia this year with very high grade ore at very low cost. This will go to their dormant CIL processing center so no load on their current Mill capacity which is also underutilized and paid for.
I look for improvements this year but a Big Big year in 2018.
Argonaut Gold Inc T.AR 2.71 - MC 440M - $1.60 Dec 19th
Highly undervalued. A rocket ship out of the gates in Jan2016 where I posted it as highly undervalued. Went straight up from .80 to $4.45 in July Would have been a Pic 3 contestant but it jumped before the contest started.
Golden Predator Mining V.GPY .73 - MC 55M - .057 Dec
3 Aces and William Sharrif
Gowest Gold Ltd. V.GWA .17 - MC 47M - .12 Dec low
My largest position and I like todays valuation for near and long term appreciation
Orvana Minerals Corp. T.ORV .24 - MC33M - .21 Dec low
Turn around play. You just have to be right and we'll make a killing.
Perseus Mining Ltd T.PRU .36 - MC205M - .29 in Dec
Artificially low share price due to temporary shut down of the mine for improvements. 12Million oz resource, $80M in cash and 500K yearly oz production in 2020 and probably mostly self funded. Now thats a growth story.
Nexus Gold Corp. V.NXS .115 - MC 11M - .075 In Dec -My Pic3
Burkina Faso is highly under explored in comparison to neighbouring Ghana and Mali Cote d'Ivoire which host world class gold mines in the same belts of Birimian rocks. The $11 MC and todays Press release on 2950 gpt sample are why I speculated and chose it for SSkills1 Pick 3 contest. A lot more hits and probably eventually another high volume W African mine on the way
Aurvista Gold Corp AVA.V - .18 MC16M - .15 in Dec
Great mgt, Proving up a 5 Million oz resource in Ontario. This company is going to be worth some $ and share price will follow.
DNI.c DNI Metals. .04 Now - MC$1M - .03 in Dec -Would have been pic 3 if it qualified
The market is going to find out that most or all the current Canadian Graphite companies will never build a mine in Canada due to hard rock costs. DNI on the other hand has a drill on the way to Madagascar right now. Mark these words, heres whats going to happen. In 6 -8 mths time, they are going to drill their property, prove up sector leading grades and flake size and provide at least a PEA showing they are shovel ready, and fully permitted to build a mine that is 1/5th the CAPEX and 1/2 the OPEX of all their Canadian competition. Highly profitable with low operating expenses. The typical list of Graphite developers doesn't register DNI. They will soon move to the top. Buying this now at a $1.M USA valuation is going to look like genius. Ive been buying all I can at 3 - 4cents. Not much buying opportunity but get em if you can. Part 2 of the equation I haven't even mentioned is the Lab. Stay tuned here.
Excellon Resources Exn.t 1.62 - 1.32 in Dec
Dewatering program going great. Company should have a detailed update this month. I think 4M oz AGEq run rate @ around $6 AISC is a low risk assumption for 2nd half 2017. Im most interested in how the exploration is going outside of the current mining area. Depending on how well I like the news and where the shares are, I may trade the rest of my position for something else above. Today's near $2 is a 10 bagger since my postings end of 2015
For larger companys I like
Kirkland Lk T.KL 7.74 MC 1.5B
Pan America PAAS
Hecla Mining Co HL
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