Die besten Gold-/Silberminen auf der Welt

https://finanzmarktwelt.de/...der-crash-naechste-woche-weiter-218696/  

1. die Stagflation setzt sich fest
2. die Standardaktien crashen nicht, sondern konsolidieren langsam nach unten
3. der Dollar legt den Rückwärtsgang ein
4. die Zinsen bleiben unten und die FED wird wieder dovisher
Dann könnt's wirklich was werden; entscheidend werden die nächsten Wochen.
Ich habe wieder cash aufgebaut und werde wahrscheinlich die nächsten Tage nutzen, die Zahl meiner Depotwerte deutlich zu reduzieren (von jetzt 50 auf 25).  

Depot reduzieren und in bestimmte Werte re-(teil)investieren? Oder abwarten?

 

also ich reduziere und warte ab, voraussichtlich bis Mitte Dezember, aber man weiß ja nie bei diesen irren Märkten.  

Goldproduzenten
Kirkland Lake Gold
Gran Colombia Gold
Abcourt Mines

Silberproduzenten
Excellon Resources
Gogold Resources zukünftig ein 10 Millionen Silber Unzen equivalent Produzent wenn alles klappt. Nächstes Jahr Minenbau

PGM Produzenten
Sylvania Platinum

PGM  plus Rutil plus Gold und in Zukunft grüne Rohstoffe
Sibayne Stillwater

Juniorgoldproduzent
Pure Gold
Otso Gold

Golddevelopers
Osisko Mining
Degrey Mining
Ascot Resources
Condor Gold
Canagold Resources
Maritime Resources
Rockhaven Resources
Nova Minerals

Silberdeveloper
Canadian Silver works cobalt

Royalties Edelmetalle
Gold Royaltie

Royalties grüne Metalle
In Zukunft Electric Royalties

PGM Developers
Podium Minerals
New Age Metals
Clean Air Metals
Group Ten Metals

PGM Lithium und Gold Explorer PGM
Sienna Respurces
Metallica Metals

PGM und Kupferexplorer
Pursuit MInerals

Goldexplorer
Tudor Gold
New Found Gold
Sokoman Minerals
Labrador Gold
Ehtos Gold
C2C Gold
Metals Creek Resources
Northern Shield Resources
Opiwaca Exploration
juggernaut exploration
Mistango River Resources
Signature Resources
Scoltie Resources
Tectonic Metals
Argo Gold
Troubadour Resources
E2 Gold
Firefox Gold
Northstar Gold
Alma Gold spin out von Red Lake Gold

Silberexplorer
Sterling Metals
Blackrock Silver
Metallic Minerals
Golden Tag Resources
CMC Metals
Brigadier Resources

Kupferexploration
GSP  Resources
Granite Creek Exploraton
Taruga Minerals

Gasexploration bzw near term producer
Invictus Energy
NG Energy

Cannabis Medizinisch
Khiron Life

REE Developer plus junior produzent
Northern Minerals

Lithiumdevelopers
Argosy Minerals
Lepedico

Potash Developers
South Harz Potash

Rutildeveloper
Sovereign Resources

Near Term Kupferjuniorproduzent und Silberexplorer
Trigon Metals

Nickjel und PGM Explorer
Fathom Nickel

Schrottwerte von der Unternehmensentwicklung plus Kurs sehr schwach

GSP rESOURCES
Troubadour Resources
bRIGADIER Resources
Mistango River Resources
Great Ques Fertilizer Gold plus Phopat in Mali. Alter Highflyer von mir. Mal 450 Prozent vorne gewesen und am Ende wegen Bürgerkrieg nur mit über 100 Prozent verkauft. Später nochmals neu gekauft.

Aufgekaufte Firmen  plus Fusionierungen seit 2019 bzw 2020
Ely Gold
Leadgold
Continental Gold
Eastmain Resources
Scottie Resources
Kirkland Lake Gold
Sibayne

Mit der Anzahl kommt man durcheinander wenn man alles auf verschiedenen Depots hat. 67 Firmen im Portfolio.
 

Noch 2 Goldexplorer vergessen.
AIS Resources
S2 Resources beide Explorer in Fosterville und S2 in Lappland zusätzlich tätig . Das sind aktuell die Hotspots bezüglich Goldexploration
insgesamt 69 Firmen im Depot  

..viel Glück.  

Produktionsstart    Q3 2022 in Ghana


Alternativ und günstiger:

Roscan Gold
in Mali, Asante ist neuer Investor
 

ein Auszug von Urai aus dem Goldforum:

"Ich denke ich habe jetzt den aktuellen Business Case begriffen. Im Gebiet von URU gibt es jetzt vier aktive Minen-Lizenzen, welche von der kolumbianischen Tochterfirma von Max Resource gehalten werden. Westlich von URU gibt es beispielsweise weitere Nummer. Die Gebiete wurden von der Valleduper Colombia SAS (kolumbianische Tochterfirme von Max Resource) bei der Bergbaubehörde angemeldet. Bspw:
- 501249 (77km2)
- 501250 (76km2)
- 501257 (93km2)

Aber das ganze Gebiet ist ein reiner Flickenteppich. Da gibt es bspw. Nr. OG2-085414, nordwestlich von URU mit 96km2 und gehört GUSTAVO ANTONIO RODRIGUEZ VARGAS, angemeldet 2013, Lizenz erteilt 20. Oktober 2021.

Ich verstehe jetzt voll und ganz die Intentionen von Max Resource:
- Möglichst viele Lizenzen im Projekt CESAR sichern.
- Zu akzeptablen Preisen.
- Möglichst zusammenhängende Gebiete, um eine disrict-scale Operation zu ermöglichen.
- Und das ganze diskret abwickeln.

Diskret bedeutet: auf keinen Fall darf vor Ort eine bewiesene Vermutung aufkommen, wonach ein Major dahinter stehen könnte. Sonst würde es richtig teuer!

Noch einmal zu diesem GUSTAVO: Seht ihr die Jahreszahlen: 2013 und 2021. Eine gültige Lizenz ist sicher teurer als ein Antrag. Und sobald echte Bohrresultate vorliegen, dann würde es noch einmal richtig teuer. Daher musste Max Resource vorher möglichst viele Anträge zu akzeptablen Bedingungen sichern.

Ich vermute, dass ungeduldige, schnell-reich-werden-wollende DACH-Aktionäre in der Geschäftsstrategie von Max Resource eine eher untergeordnete Rolle spielen.

Dies bedeutet: Geduld haben und mit Unsicherheiten leben. Wer das nicht kann oder nicht möchte, sollte nicht in Max Resource investieren."

urai  

Uru ist zudem eine völlig andere Geologie als die übrigen Gebiete.  

Sowohl in Süd-Afrika, wie in Australien wird die neue Omikron-Covid Variante als eher milde Erkrankung angesehen. Sollte sich die Erkenntnis bis zur Börseneröffnung morgen verfestigen, könnten wir mit einem Rebound rechnen.  

In summary, unless we see the banks at tack t he metals and miners Sunday  night , then the pullback in Gold etc is likely done and we are heading up north for  t he rest  of  the month.  If  the dump in stocks have little to no effect  after  the turn of  the year, the rally to new  highs has already begun.
 How  do I position myself  for  this?  As I said last  week, I´m buying the dips (oil too by the way).
Regardless of  what  happens in the interim, the entire sect or  is going to new  highs: Gold 2300 +, Silver
to 40 +, GDX t o 50 +, and SILJ to 25+ IMHO.  Why?  Because unless the Fed plans to crash the global
monetary system in the next  3 months, it´s inevitable that  they will respond with stimulus on steroids.  Congress too ahead of  Mid-term elections.  If  you can weather any remaining pain to the downside in the short-term, I believe we´ll all be rewarded handsomely in 20 22.  

Und die Kapitalisierungen sind sehr niedrig, die Manager scheinen die Projekte nach vorne zu bringen.

Die Übernahme dieses Projekts ist ein guter Schachzug, finde ich.
https://ceo.ca/@accesswire/...s-signs-definitive-agreement-to-acquire
$7.49 M Market cap
https://ceo.ca/azr
https://azargametals.com/assets/docs/AZR-Presentation-2020_10.pdf

Im Vergleich zu EMO.V sehr günstig
$26.4 M Market cap
https://ceo.ca/asnd
https://s21.q4cdn.com/765868678/files/...te-Presentation-November.pdf  

Metallica Metals mit den ersten 3 Bohrlöchern auf der Liegenschaft. Objektiv nicht schlecht für dem Anfang. Absolute surface Bohrungen in ganz niedrigem Bodenbereich und 2 mal mit schönen Längen über 1 Gramm Gold sowie kurzen höhere Grades zwischendurch.
Weitere Bohrlöcher werden demnächst erwartet. Bin hier zuversichtlich auf der Liegenschaft eine neue Discovery nachzuweisen. Grundstück ist umgeben von interessanten Goldresourcen in der Nähe.
Hier benötigt man halt Geduld bis alle Löcher ausgewertet sind.

Metallica Metals durchteuft auf dem Gold-Silber-Projekt Starr mit den ersten fertiggestellten Bohrungen eine hochgradige Goldmineralisierung - 25.11.21 - News - ARIVA.DE https://ariva.de/news/...eine-hochgradige-Goldmineralisierung-9883468

Was mir wirklich jetzt Sorgen macht ist Exploits. Die haben schon im Juni bzw Juli mit den ersten Bohrungen angefangen und immer noch nichts veröffentlicht.  

Kaufliste finde ich interessant. Es geht um Zu abgestrafte Company aus dem Explorersektor.

by @Goldfinger on 26 Nov 2021, 16:30
Goldfinger's 2021 Tax Loss Silly Season Shopping List
   
Around this time of year (since 2017) I publish a Tax Loss Silly Season Shopping List of stocks that I believe offer attractive entry points. I do this exercise for myself as much as I do it to benefit my readers. I usually start with 15-20 possibilities, then gradually whittle the list down to the six best ideas. My track record on these annual lists is very good but it’s important to remember that the idea behind the list is not to find stocks that should be held for years. Instead, the idea is to find beaten down and oversold diamonds in the rough that could shine much brighter early in the new year. These are trades, not marriages.

The criteria for this year’s list is the stock must be down year-to-date and well off its highs for the year. Thus making it a candidate for selling that is motivated primarily by individual tax liability considerations (booking losses to offset taxable gains elsewhere) that have little to do with the future opportunity available to shareholders of the company.

The exercise of picking stocks that have had poor performances year-to-date is an interesting one because most of the poor performances have some common themes including:

Delays (drilling, assay lab results, permits, etc.)
High expectations at the beginning of the year (high market caps relative to the stage of the companies’ projects etc.)
Companies that are pointing to next year, thus creating a situation in which many investors don’t see much risk of missing out by selling and waiting 31 days
While narrowing the list down, I focused on companies with high-quality management teams that had simply experienced some bad luck in an impatient market environment in 2021. Each one of the companies in this year’s list has a legitimate chance of delivering huge returns over the next 12 months. However, each one is also dealing with varying levels of investor disappointment (and the resulting overhead share supply overhang) that will need to be reversed by delivering strong results and meeting key milestones on time in 2022.

The annual tax loss silly season shopping list is not intended to offer an exhaustive analysis of each company. Instead, the focus is getting to the salient points that make these stocks attractive propositions at their current market valuations. Think of it as a list of ideas that might prompt you the reader to dig deeper, schedule a meeting with the CEO(s), or add some symbols to a watchlist.

I have spoken with the CEO of each company in this year’s list during the last few weeks and a few probably wondered why I was so interested in their company. Based upon my CEO interactions, I also gained confidence in each one of the companies in this year’s list. Insider buying and strong insider ownership only added to that confidence. It's also no accident that four of the companies on this year's list have projects in Nevada and Arizona (the #1 and #2 mining jurisdictions globally according to the 2020 Fraser Institute Mining Investment Attractiveness Index).

Without further ado, here is my Tax Loss Silly Season Shopping List for 2021….



Angold Resources (TSX-V:AAU, OTC:AAUGF) - Angold is not even a year old as a public company. AAU raised C$8 million at $.40 at the end of 2020 and the company subsequently began trading on the final day of 2020. Since reaching an all-time high of $.53 in the first few trading days of 2021, it has been tough sledding for Angold. A combination of high expectations and drilling delays at AAU’s Iron Butte Project in Nevada has resulted in a steady share price decline:

AAU.V (Daily - 2021)


At today’s price of $.135, investors are able to buy Angold shares at a 69% discount to the investors who participated in Angold’s last financing, the $8 million raised at $.40 with no warrants in late-2020.

While Angold may have not met investors' high expectations in 2021, the company is better positioned to deliver for shareholders than it was 10 months ago when its share price was more than double what it was today.

If we were to judge a company on its management and advisors alone, then Angold would have to be near the top of any list in the junior mining sector. CEO Adrian Rothwell has over 25 years of experience in the mining industry including founding, operating and selling many junior mining ventures. Rothwell is the former executive of Goldcorp and KORE Mining, and current Chairman of Lucky Minerals. Advisors Craig Parry, Doug Ramshaw, and Michael Konnert also bring a wealth of experience and a track record of success in the junior mining sector to Angold.

Angold has four projects spread out across Canada, Chile, and the USA. Success at any one of these projects would more than justify the current C$11.3 million market cap.


2022 is set to be a big year for Angold with diamond drilling of up to 10,000 meters at Iron Butte slated for the first half of the year. Pre-drilling using an RC rig is already underway at Iron Butte, making the diamond core drilling more efficient and cost-effective.

Iron Butte is located in a low-sulphidation epithermal (LSE) environment just outside of the Battle Mountain Trend of north-central Nevada. To say this is elephant country would be an understatement, some of the largest gold mines in the world are located within 100 miles of Iron Butte.


The Iron Butte Property has a historic resource (non 43-101 compliant) of 606,186 ounces at an average grade of .62 g/t gold. What makes Iron Butte so interesting to me is that the historic drilling was virtually all done at depths of 250 meters or less. Iron Butte is a low-sulphidation epithermal deposit model, which means the shallow drilling most likely intersected disseminated, lower grade precious metals mineralization. Deeper core drilling to depths of between 300 and 600 meters will target higher grade gold and silver that is typically deposited just above the boiling floor in low-sulphidation epithermal systems.


An MT Survey (Magnetotellurics Survey) conducted by Angold helps to demonstrate the lack of depth to historic drilling and the apparent higher resistivity zone that exists below the limits of the historic resource. The boiling zone has not been tested and Angold is seeing coincident resistivity and conductivity highs right in the place they should be for a textbook intact LSE system.

I have chosen to focus on Iron Butte, but the Uchi Gold Project (Uchi is quickly becoming an emerging Ontario gold district) and Chile projects (Cordillera and Dorado) also hold tremendous potential to unlock value for Angold shareholders. The company is likely to raise capital in the next couple months in order to fund 2022 drilling. However, I view the $.20 share price level (or below) as offering a very attractive risk/reward entry point.


Considering that low sulphidation epithermal gold/silver systems can often carry extremely high grades of 30+ g/t gold near the richest parts of the system (near the boiling zone), Angold’s phase I/II drilling at Iron Butte will be followed closely.

This is a rough timeline of work programs and news flow we can expect from Angold between December 2021 and mid-2022:

December/January at Iron Butte: Complete and interpret IP (still in the field), soils, rock chip and re-assay program at Iron Butte. Refine drill targets for permitted 10,000 meters program. The re-assay program should save Angold about $2,000,000 in drilling expenses if it comes close to historic assays - if we want to use these results to update a resource after the next drill program (eliminates QA/QC twinning). Permit road capping at Iron Butte (will save so much time and money in the spring/summer for drilling traffic at site).
December/January at Cordillera (Chile): Complete grid soils in-fill at Cordillera. This is a substantial program that will allow Angold to tightly target (and expand) mineralized zones under cover where it has never been drilled before - there is potential to host a large deposit here. Continue to optimize targets for phase I drill program at Cordillera.
February/March 2022 at Iron Butte: Road capping - first step of the drill program. In March, Angold will commence drilling at Iron Butte with a Phase 1 core program of about 3,000 meters. Intention is to test both deep targets highlighted in recent MT/IP as well as structural zones connecting North Zone and Red Ridge (+ stepping out at surface to the south of RR and north of NZ).
Q2 2022: The focus will be on Iron Butte with the potential to carry out a smaller 2,500 meter program at Cordillera (Chile) to expand the footprint there.
While the current treasury of just over C$1 million in cash will need to be topped up soon, I have no doubt that the strong network of Angold’s management team and advisory board will have no problem in filling up any financing early in the new year. Angold is dirt cheap at today’s C$11.3 million market cap and I have used the recent share price weakness to accumulate a significant position in the stock.



Elevation Gold Mining (TSX-V:ELVT, OTC:EVGDF) - Another major disappointment in 2021 has been the performance of the merged Eclipse/Northern Vertex company, Elevation Gold Mining. ELVT owns the Moss Mine in the Walker Lane Trend of NW Arizona, as well as the Hercules Project along the same trend in NW Nevada.

ELVT.V (Daily)


Elevation is producing 30,000-40,000 ounces of gold per year at Moss. While the production and cash flow is nice, the real potential exists in increasing production over the coming years, supported by a 1,000,000+ ounce resource that continues to grow.

The market is currently giving Elevation zero credit for the potential for increased production and exploration success across its 168 square kilometer land package at Moss. Never mind the Hercules Project in NW Nevada, which encompasses another 100 square kilometers.

The risk of combining a huge underexplored/unexplored property package with a producing asset is that the market focuses only on the production profile and gives little credit for the exploration potential in the rest of the portfolio. The good news for investors today is that Elevation’s current market valuation offers one of the best risk vs. reward propositions I have seen in a long time.


Using a $1757 gold price and $22.10 silver price Moss generates a US$50.6 million after-tax NPV(5%). Those metal prices are below today’s spot prices and this analysis only assumes that the mine life at Moss will extend to 2025 at a mining rate of 11,000 tons of ore per day. Considering that the life of mine plan published earlier this year only includes proven & probable reserves (184,500 ounces of gold and 2.2 million ounces of silver), it is virtually certain that the mine life will extend beyond 2025 (due to the 490,200 ounces of gold and 5.75 million ounces of silver in the measured & indicated category that aren’t in the life of mine plan). In addition, there is also significant potential for the production rate to increase beyond 11,000 tons per day.

A bonus that could bring significant attention to Elevation during the 1st half of 2022 is drilling a brand new target at Florence Hill (bottom right corner of map below):


The Florence Hill and Grapevine areas are of particular interest because there is significant advanced argillic alteration and silica ledges present. The alteration signature of a potential high-sulfidation target is coincident with aeromagnetic geophysical anomalies at Florence Hill. The possibility that the low sulfidation epithermal systems (West Oatman and Moss vein systems) and alteration zonation are vectoring back to the potential mineralization source in the structural intersection represents a significant exploration target for Elevation. Additional ground follow-up exploration is being conducted to assess whether the alteration is associated with a coupled high sulfidation epithermal above a porphyry system or a large-scale low sulfidation system that intersected the palaeo water table.

The exploration targets at Moss offer pure upside from the current bare bones valuation. Achieving operational efficiencies that generate increased production (45,000 ounces of gold per year) and lower costs would be enough to see significant upside in Elevation shares from current levels.


Elevation is about as cheap as I have seen a combination of a producing Arizona/Nevada gold asset plus a huge, highly prospective exploration package. I think it’s important to add that this is a management team that knows how to win and create value for shareholders. As cheap as I think Elevation is at $1.04 per share, I would really like to see insiders step up and show some conviction in the value of the shares after a nearly 70% decline in 2021.



Outback Goldfields (CSE:OZ, OTC:OZBKF) - While Angold has certainly had a disappointing year, Outback’s challenges in 2021 probably take the cake. Similar to Angold, Outback launched in December 2020 amid quite a bit of fanfare. Drilling delays and pandemic related challenges in Australia led to quite a bit of shareholder disappointment in 2021 for Outback.

Outback Goldfields (Daily)


The hiccups of 2021 are in the rearview mirror and by my estimation the market has extremely low expectations for Outback in 2022. Some of my favorite trade setups in the juniors are when the market has extremely low expectations for an otherwise strong management team and project portfolio.

Outback just completed a phase 1 drill program at its Yuengroon Project and it will be following up with a phase 2 program at Yuengroon in January/February. This will be followed in March by drilling at one of Outback’s crown jewels, the Ballarat West Project.

In total, Outback has four properties in the Victorian Goldfields of Australia (the Victorian Goldfields have produced more than 80,000,000 ounces of gold historically). The Victorian Goldfields are a prolific gold district in southern Australia that is undergoing a bit of a modern day gold rush. The success of Kirkland Lake’s Fosterville Mine, in addition to other exploration successes such as this year’s bonanza grade intercept drilled by E79 Resources at its Happy Valley Property, has brought a renewed focus to an area of Australia that has had millions of ounces of placer gold mined from its earth over the last century.


Outback has a strong management team led by CEO Chris Donaldson and Chairman Craig Parry. The company has more than half of its current market cap in cash in its treasury. This cash will largely go into the ground in the first half of 2022 via drill programs at Yuengroon, Ballarat West, and Silverspoon. I expect the maiden drill program at Silverspoon, adjacent to Kirkland Lake’s Fosterville Gold Mine, to begin in mid-2022.

It’s important to stress that Outback does not need to raise money at the current low share price levels. In addition, shareholders can expect steady news flow over the coming months including:

Diamond and RAB drill results from Yuengroon (drilling finished in October)
Phase 2 drilling at Yuengroon (January/February)
Maiden drill program at Ballarat West (March)
Steady insider buying from Outback management in the last few months helps to add confidence in the value available at recent depressed share price levels:


A C$12 million market cap does not do justice to the potential of Outback’s project portfolio and the quality of its management. While there is still a chance that Outback falls flat on its face again in 2022, from my vantage point buying Outback shares at $.20 is about as close to stealing as it gets and it is still legal.



Ridgeline Minerals (TSX-V:RDG, OTC:RDGMF) - Ridgeline was one of the sexy new gold stories that was introduced to the market in 2020. Ridgeline boasts an impressive Nevada precious metals exploration portfolio that includes the aptly named Carlin East Project next door to Barrick Gold’s massive multi-million ounce Carlin and Goldstrike Mines. Ridgeline shares have been in a precipitous decline since peaking at $.77 in June of this year:

RDG.V (Daily)


I believe the current valuation (C$17.5 million market cap) does not adequately value the potential that exists across Ridgeline’s project portfolio and its partnership with the two largest gold miners in the world (Barrick/Newmont JV called Nevada Gold Mines), the gold giants of Nevada, Barrick Gold (NYSE:GOLD, TSX:ABX) and Newmont (NYSE:NEM).


It doesn’t take a PHD geologist to understand that Ridgeline’s four Nevada projects are strategically located in ‘elephant country’ along two of the most prolific gold trends in North America; The Battle Mountain Trend, and the Carlin Trend.

Ridgeline completed a 2,272 meter phase two drill program at Carlin East in October and the company expects results in November/December. Meanwhile, a drill program at Swift ($20 million earn-in agreement with Nevada Gold Mines) is slated to begin any day now with Ridgeline expecting results to trickle in throughout Q1 2022.


Ridgeline CEO Chad Peters is particularly excited about the CRD (carbonate replacement deposit) potential of Ridgeline’s Selena Project located at the southern extension of the Carlin Trend. 2021 drilling at Selena intersected CRD type silver-lead-zinc-gold mineralization in three different holes including:

Hole SE21-024: 10.7 meter grading 194.0 g/t grams per tonne silver (g/t), 0.3 g/t gold, 2.0% lead and 1.7% Zinc starting at 191 meters true vertical depth ("TVD")
Hole SE21-025: 44.2 meters grading 123.2 g/t silver, 0.17 g/t gold, 1.5% lead and 0.6% zinc starting at 232 meters TVD
The elevated lead and zinc mineralization in multiple holes at Selena is an exciting new development that supports the concept that Selena is host to a large mineralized system with potential to discover multiple deposit types across the more than 35 square kilometer project. Ridgeline believes that the elevated lead and zinc mineralization associated with higher-grade silver in holes 24, 25, and 27 from 2021 drilling may represent a distal metal zonation pattern to the known copper-gold porphyry system located approximately 1 kilometer west of the Selena property boundary.


A 5,500 meter drill program in Q2 of next year will test the conceptual CRD targets at Selena.

CEO Chad Peters tells me that Ridgeline will end the year with C$2.3 million in cash in the treasury. Ridgeline will have to raise money at some point in the 1st half of 2022, but Peters is not in a rush to do so with the share price at its lowest year-to-date levels and potential catalysts lined up at multiple projects over the next six months.

Ridgeline has a prime project portfolio in the best gold mining jurisdiction in the world. A partnership with the two largest gold producers in the world only serves to add validation to the quality of Ridgeline’s assets. I have used the recent share price weakness to begin initiating a position in Ridgeline and I intend to add to this position over the next couple months.



Trifecta Gold (TSX-V:TG, OTC:TRRFF) - Trifecta Gold has exploration stage projects in northern Nevada and the Yukon Territory of Canada. The company is focused on the Yuge Project in Nevada and the Eureka Project in the Yukon. Trifecta is probably the simplest and easiest to understand proposition of the six companies in this year’s list, it is also the least liquid stock of the group with free trading float that is likely less than 30 million shares.


Five months ago, Trifecta closed a C$2 million financing at $.10 per share. That financing price gave Trifecta a market valuation of roughly C$8 million, based on yesterday’s closing share price of $.065 that valuation is down to C$5.2 million.

What has happened in the last five months to drop Trifecta’s market value by 35% you ask?

The answer is nothing that would warrant the decline in valuation. In fact, Trifecta completed surface exploration programs and trenching programs at Yuge and made the discovery of a new gold mineralized zone between the Columbia and Josie Zones at Yuge with a trench result of 17.7 meters of 2.34 g/t gold (including 2 meters of 6.49 g/t gold) in Trench I:


Yuge is a relatively early stage exploration project but Trifecta had impressive results from its maiden drill program in early 2021. Drill results from the maiden program at Yuge included hole YU-21-02 at Columbia, which intersected high-grade gold in multiple intervals including:

3.63 grams per tonne gold (g/t Au) over 15.24 meters (including 15.5 g/t Au over 1.53 meters and 6.38 g/t Au over 1.52 meters) from hole YU-21-02;
2.89 g/t Au over 9.14 meters (including 6.74 g/t Au over 1.52 meters) also from hole YU-21-02.
Hole 21-02 intersected two zones of gold mineralization associated with arsenopyrite and quartz veining within a broader interval that averaged 2.27 g/t gold over 38.1 m. This hole was 100 meters from the only known historical drill holes on the property, which reportedly graded 9.60 g/t gold over 3.30 meters (DDH C2) and 5.14 g/t gold over 2.13 meters (DDH C3).

Trifecta shares have suffered along with the junior mining sector in recent months, and delays with procuring a drill crew in Nevada have not helped. The good news is that Trifecta has C$1.8 million in its treasury and management is very careful with shareholder capital; Trifecta has a G&A burn rate of roughly C$300,000 per year.

Trifecta CEO Richard Drechsler tells me that Trifecta will be back out at Yuge with a drill crew and an RC rig early in the new year. The plan will be to drill Columbia, Juanita, and also test the new discovery located between these two zones, 500 meters from the nearest drill hole.

Yuge is located in an area of Nevada known for high-grade gold mines (Getchell, Goldstrike, and Marigold). The potential that exists for Trifecta to further delineate the gold zones at Yuge, and then to potentially connect them, offers a very enticing proposition that the market is currently not giving much value. 1+ g/t gold near surface gold zones in northern Nevada are valuable, and in a strong gold price environment, could fetch significantly more value than Trifecta’s current C$3.4 million enterprise value.

TG.V (Daily)


Trifecta shares closed trading on November 25th, 2021 at a fresh year-to-date low

Trifecta’s Eureka project in the Yukon is at least as exciting as Yuge with the potential for the discovery of the hard rock source of the millions of ounces of placer gold that has been mined historically from gravel in the streams that Eureka surrounds. In 2018, 10,000 ounces were reportedly recovered from a placer pit near the Allen Showing, and in 2021 a 60,000 ounce non-compliant placer resource was estimated on the north side of Eureka Creek by local miners. Results from Trifecta's 2021 exploration program at Eureka are still pending.


Eureka is located in a prolific placer mining area of the Yukon where there is a lot of gold. The placer gold in the nearby streams came from a hard rock source at a higher elevation. Trifecta believes that source is most likely to exist in the form of epithermal veins near the Eureka Dome on Trifecta’s claims. Eureka has a lot of potential and the fact that it is a #2 project for Trifecta demonstrates the quality and potential of Trifecta’s project portfolio.

Trifecta is a strong buy at anywhere below $.10 per share but I would caution that Trifecta does not have a large trading float and often doesn’t trade a lot of volume. A strategy of steady accumulation on the bid is most likely to work over the next few weeks as those who bought at higher share prices book tax losses.



Vanstar Mining Resources (TSX-V:VSR, OTC:VMNGF) - Vanstar is another stock that is down nearly 70% in 2021. Vanstar holds a 25% interest in the multi-million ounce Nelligan Gold Deposit in the Chibougamau Gold Camp in Quebec. IAMGold (NYSE:IAG) holds the majority 75% interest in Nelligan (IAG can achieve an 80% interest in Nelligan by completing a feasibility study, Vanstar would then have a 20% ownership + a 1% NSR on the original 8 Nelligan claims), and IAG has been conducting a 9,500 diamond drill program at Nelligan that is currently underway.

Nelligan hosts an inferred resource of 3.2 million ounces of gold at an average grade of 1.02 g/t Au. The Nelligan deposit is open along strike to the west and at depth. 2021 drilling by IAMGold is intended to infill some of the known zones at Nelligan, then to step-out to extend the deposit along strike to the west:


Based purely on the fact that Nelligan is a 3.2 million ounce deposit grading above 1 g/t gold in one of the best mining jurisdictions on the planet I would guess that it’s worth at least $300 million, even without a feasibility study or permits. Obviously once a feasibility study is produced and mining permits are received that value could rise substantially (Victoria Gold has a similar size deposit in production in the Yukon at a significantly lower grade and its market cap is roughly C$1 billion).

Based on that limited knowledge, Vanstar’s ownership in Nelligan will likely eventually be worth much more than its current C$24.7 million market cap. Then I can add in an important detail: The 2019 inferred resource was based on a C$1650 gold price, therefore if the cut-off grade is lowered (perhaps from .5 g/t to .4 g/t) the resource could easily be at least 3.5 million ounces of gold. Additional drilling, including from IAG’s 2021 program currently underway, could also obviously increase Nelligan to well beyond the 4,000,000 ounce mark.

Multi-million ounce gold deposits in tier-1 mining jurisdictions are rare and Nelligan is one of these rare deposits. While IAG is in the driver’s seat at Nelligan, it’s important to understand that even if IAG completes a feasibility study Vanstar will be left with a 20% carried interest in Nelligan. This means that IAG will fund 100% of the capex and development expenses up to the commencement of commercial production. A 20% carried interest in a multi-million ounce gold mine with a well funded partner that is aggressively increasing production across its asset portfolio is an enviable asset to have.

Even using a conservative timeline to first production at Nelligan (7 years) I estimate that Vanstar’s ownership interest is worth at least double its current market cap. Not to mention that Vanstar has more than C$5 million cash in its treasury and has been hard at work exploring its 100% owned projects (Felix, Amanda, Frida, and Eva).


I will briefly mention that Vanstar’s Felix Project is on trend with Amex’s Perron Project in Quebec and Vanstar recently completed a 2,000 meter diamond drilling program. This program targeted two strong electromagnetic conductors that had never been drill tested. The results for this drill program are pending and expected to be released in the next month.

While drilling success at Felix would be sweet icing on the cake, the reality is that Vanstar shares offer deep value with only the Nelligan asset. While owning a passive carried interest in a multi-million ounce gold project may not generate the sort of exploration news flow that many junior mining speculators would like to see, the reality is that this sort of asset holds tremendous value and helps to reduce the risk of the rest of Vanstar’s exploration portfolio.

I am a buyer of Vanstar below $.50 per share and I have accumulated a starter position in recent weeks.

VSR.V (Daily)




Conclusion
I would like to remind readers that this list is intended as a list of ideas. All six stocks are trading at what I deem to be attractive valuations after having experienced varying degrees of disappointment in 2021. Judging by investor sentiment and current market valuations, investors have relatively low expectations for all six companies in 2022. The opportunity exists in seeing value where others don’t, and allowing for the possibility that the low expectations of November/December 2021 could give way to a renewed burst of optimism early in the new year. This optimism could be the result of tailwinds for the junior mining sector, or impressive results from the individual companies, or both.

I would not be surprised if at least one stock on this list delivered enormous returns (500%+) in 2022, and I also would not be surprised if a couple of the stocks on this list did not perform well (-50% or more) in 2022. That means that one should expect plenty of volatility and opportunities to 'buy low and sell high'. Please do not risk money that you can’t afford to lose - it's important to understand that junior mining shares regularly experience enormous swings in valuations, as the sector gyrates from being in favor to being terribly hated by investors, and then back again.

I see a lot of value on this list and value is usually generated by buying what others do not see much value in, and buying at low price levels. I have put my money where my mouth is and I have a long position in every company on this list. In many cases you will be able to buy at lower prices than I have bought.

Do your own due diligence, it’s your money and your responsibility.

Disclosure: Author owns shares of all six companies on this list (Angold Resources Ltd, Elevation Gold Mining Corp, Outback Goldfields, Ridgeline Minerals Corp, Trifecta Gold Corp, and Vanstar Mining Resources) at the time of publishing and may choose to buy or sell at any time without notice. Author has been compensated for marketing services by Trifecta Gold Ltd.  

Wie immer interessanter und guter Reaserch.
In Bezug auf Ascendent aus Spanien. Die sind mir auch schon aufgefallen. Allerdings noch nicht näher beschäftigt. Weiß Du wie hier mit Genehmigungen und einer möglichen Mine aussehen würde?  

Dasigeres Mann auch wie die aktuell günstig bewertet werden und sind so aussichtsreich meiner Meinung nach.
Auch auf dem Niveau sehr kaufenswert.

https://www.dorecopper.com/wp-content/uploads/...-11-24_Corporate.pdf  

auch so ne ewige Geschichte/Diskussion: Werden loser in Zukunft besser performen? Ist erstmal der Wurm drin, muss nach meiner Erfahrung schon sehr viel positives passieren, damit der turnaround gelingen kann und das negative Sentiment verschwindet. Ich will hier zumindest mal einen Boden sehen.
Und zu Exploits: Wenn es denn stimmt, so wie hier vor einiger Zeit geschrieben, dass Explorer Bohrergebnisse veröffentlichen müssen, dann hat Exploits noch keine (schwer zu glauben). Vor ca. 2 Wochen haben sie ja auch bekanntgegeben, dass die Labs aufgrund des Goldrauschs völlig überfordert sind. Hier frage ich mich nur, warum sich die die ganzen Neufundländer nicht mal zusammentun und eigene Laborkapazitäten aufbauen.  

Da sollte man schon hinterfragen, warum war das so. Goldfinger macht das sehr gut und nachvollziehbar. Leider gibt es auch die anderen Loser. Und die sollte man tunlichst meiden.  

Hast recht Looser brauchen Zeit um sich in die andere Richtung zu entwickeln. Wichtig es gelingt nicht jeden Looser mancher berrappelt sich nie.
Ein eigenes Beispiel von mir Santacruz Silver ca 2013 für 0,67€ gekauft. 2 Lerneffekte, habe dann ca 2 Jahre später einen push boersenbrief über Santacruz erhalten den ich nicht bestellt hatte. Lerneffekt Nr 1 der Kurs war da minimal im Plus bei ca 0,70 €, ich hätte sofort raus gemust. Ich weiß heute noch nicht genau wie der push Brief den Weg in meine E-Mail gefunden hat, es war jedoch die ultimative Warnung.
Ab da gings bergab bis unter 0,10€, bewundernswert war das sie sich trotz hoher Produktionskosten immer über Wasser gehalten haben. Teils mit fragwürdigen Geschäften so wie selbst gepachtetes Land weiter zu vermieten. Positiv konnte man immer werten dass es fast ein Familienunternehmen war/ist. Egal mir wurde es irgendwann zu blöd und bei Bozjaschi ist es mittlerweile eine hoch gewichtete Position und scheint sich zu bewegen. Zeigt timing schlägt bei Minenaktien alles und wiederlegt den ansonsten gütigen Satz time in the market beats market timing  

unabhängig von der Produktion in Mexiko ist der Deal mit Glencore über die Bolivianischen Assets und Produzierenden Minen ein Gamechanger für SantaCruz und hebt sie in den mittelgoßen Silberproduzenten Bereich, insbesondere bei steigendem Silberpreis und einer aktuellen MK von nur 100 Mio.$ Meine Strategie nicht auf die großen Silberproduzenten zu setzen, sondern die Reihe danach zu favorisieren wird sich am ende auszahlen.Wenn es nach oben geht ist Marketing auch entscheidend , Santa Cruz ist in GV's Porfolio eine von den Core Positionen.Ich denke sie hat aktuell  die attraktivste Bewertung von den kleinen Produzenten. Ansonsten Habe ich ja noch Impact Silver und Andean Precious Metals als Produzenten (2x mit Bolivianischer Produktion Andean & Santa) und dann noch starke Explorer/Developer mit Ressource mit GR Silver , Kootenay & Southern Silver (gutes Management und entwickeln ihre Projekte stets weiter).

Santacruz to Acquire Glencore’s Producing Silver Mines in Bolivia Creating a New Significant Latin American based Silver Producer

Vancouver, British Columbia (October 13, 2021) – Santacruz Silver Mining Ltd. (TSX.V:SCZ) (the "Company” or "Santacruz") announces that it has entered into a definitive share purchase agreement (the "Agreement") with Glencore whereby Santacruz will acquire a portfolio of Bolivian silver assets from Glencore (the "Transaction"), including a 45% interest in the producing Bolivar and Porco mining operations held through an unincorporated joint venture with Corporación Minera de Bolivia ("COMIBOL"), a Bolivian state-owned entity, (the "Illapa JV"), a 100% interest in the Sinchi Wayra business which includes the producing Caballo Blanco mining complex ("Caballo Blanco"), the Sorocaya project located in Bolivia ("Soracaya") and the San Lucas ore sourcing and trading business ("San Lucas") and certain related properties and assets (together, the "Assets"). Pursuant to the Agreement, Santacruz will pay initial upfront consideration of US$20 million (subject to customary working capital adjustments), and an additional US$90MM is payable in equal installments over four years from the closing of the Transaction, subject to certain conditions and adjustments. In addition, Glencore will also be granted a 1.5% net smelter returns royalty on the Assets.

Key Transaction Highlights

Creation of a significant Americas-focused silver producer approaching senior status, with additional significant leverage to the zinc market
Diversifies production across a robust portfolio of producing mines and creates a platform for future growth
Assets include five producing mines, two exploration projects, three milling facilities, one trading company and two power plants (thermo and hydroelectric) among the most relevant
For the nine months ended September 30, 2021, the Assets produced 6.4MM oz Ag Eq1 (100% basis)
Immediately accretive to cash flow and all key metrics
Majority of consideration deferred and to be funded by cash flows resulting in limited upfront dilution compared to an all-share transaction

 

https://ceo.ca/@nasdaq/...esources-signs-definitive-mining-concession

Dore Copper würde ich nicht kaufen, weil es alte tiefe Minen sind.

MLX ist damals mit der Nifty- Mine gescheitert.
https://www.metalsx.com.au/wp-content/uploads/...ifty-Copper-Mine.pdf

MLX zeigt auch, Loser muss nicht Loser bleiben, der Zinnpreis hat sie gerettet.

Valor startet im Januar ein Bohrprogramm  
https://hotcopper.com.au/threads/...on-on-uranium-properties.6445118/

Carnarby bohrt auch wieder
https://hotcopper.com.au/threads/...nvestor-presentation-agm.6383081/
 

"Zeigt timing schlägt bei Minenaktien alles"

Das ist eigentlich mein Motto auch wenn es absolut schwer fällt ein Timing zu bestimmen.
Sei es ein zeitliches Signal für allgemein Makroökonomische Richtungen (gestörte Indikatoren aufgrund der FED) oder nur ein Sektor der gerade ausbricht bzw. Favorisiert wird.
Aber wenn man einen trend frühzeitig erkennt dann sind einem die ersten dicken Prozente sicher bevor die ersten es bemerkt haben , dann kommt die Masse und es geht weiter.
Wie gesagt oft erkennt man es garnicht oder hat nicht genügend Informationen oder Eier um Richtig zu handeln, aber wir versuchen unser bestes ;)

Ich hoffe erstmal das die Diskussion um die neue Mutante am Montag an den Börsen der Welt abflacht und kein Flächenbrand mit weltweiten neuen Lockdowns/Restriktionen -stärkeren Lieferketten Problemen etc.  entsteht.
 

Dein Wort in Gottes Ohr ich glaub jedoch nicht, dass der sich um solchen Schwachsinn den wir momentan von unseren regierenden weltweit serviert bekommen kümmert. Wie gesagt würde mich freuen wenn du Recht behältst, aber mal Isreal und Corona googeln die momentanen Meister des boosterns, wenn die schon die fünfte Welle ausrufen, dann blüht uns noch viel Schwachsinn.
Market timing ist generell schwierig ab und zu auch einfach um 2015 war definitiv kein Bullenmarkt für EM die Drecksratten haben damals schon massiv eingegriffen. Denke in einem Bärenmarkt sollte man auf Pushetbriefe anders reagieren als in Bullenmarkt.  

Australien setzt schon an, die EM sehen auch gut aus.