Previous issues
THE CRITICAL INVESTOR NEWSLETTER # 76
Dear subscriber, As Adriatic Metals is about to receive their Exploration Permit for drilling to the north at their Rupice project, things can get really interesting. The deeper the mineralization goes, the thicker and more high grade the intercepts become so far. Until now, the company has gathered a very nice set of drill results, […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER # 75
Dear subscriber, Genesis Metals recently released their long awaited maiden resource estimate on Chevrier Main Zone, and included the East Zone as well. As I indicated in my earlier analysis, I expected more, but apparently the earlier historic estimates were unreliable and the geology too complex to break the coveted 1Moz threshold. Nevertheless, a 0.7Moz […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER # 73
Dear subscriber, As Rise Gold keeps progressing and sentiment seems to have bottomed now, it is time to update proceedings. Financings involved new strategic partners, among them Yamana, a mid tier producer, which says something about the potential of the Idaho-Maryland project. Read more about it here: Rise Gold Slowly But Surely Progressing High Grade […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER # 74
Dear subscriber, As the owner of a small but very profitable copper-zinc project in British Columbia (CAN), Kutcho Copper has been steadily advancing its Kutcho Copper project. A number of catalysts are lined up, with results of metallurgical work coming up soon, an updated 43-101 reserve/resource statement expected before PDAC (beginning of March), and a […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #72
Dear subscriber, After Kutcho Copper completed their 2018 drill campaign, it was time to do an update on this small but powerful base metal junior. I must say I expected more on the resource expansion side of things, but overall the results verified the PFS reserves nicely at first sight, and I believe they can […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #071
Dear subscriber, I was glad to hear from the guys behind Avrupa Minerals, Chairman Mark Brown and CEO Paul Kuhn, that they were raising money and going to drill their flagship Alvalade by themselves, as I am not a big fan of pureplay prospect generators. The main reason for this is that it is often […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #70
Dear subscriber, One of the best copper developers worldwide has been the target of my countryman Kees Dekker this time around, which is Trilogy Metals. He tried hard to shoot some holes in their thesis, and after lengthy discussions with management some issues remained, with Trilogy unable to come up with verifiable documentation for their […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #69
Dear subscriber, Here is an interesting analysis of Centamin, done by freelance mining consultant Kees Dekker. It shows that Centamin for some reason sees grade dropping like a stone, and consequently needs to increase the amount of mined rock to worrying proportions in my view. On top of this, Kees works out two scenarios for […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #68
Dear subscriber, Although the general sentiment for junior miners has turned for the worse, especially for lithium juniors as the spot price for lithium prices is sky-diving (this determines lithium sentiment unfortunately, notwithstanding the fact that long term contract prices are at all time highs and keep rising), Cypress Development managed to raise a heavily […]
Read moreTHE CRITICAL INVESTOR NEWSLETTER #67
Dear subscriber, After waiting a long time, MGX Minerals finally managed to get a waste water treatment plant into production, and has others lined up to be into production soon afterwards (Q1 2019). Getting into the actual revenue stage always was a big thing for investors, as cash flow is the only way for MGX […]
Read moreMarket Data - 15m delayed
First Hand CEO Interviews, Site Visits, Presentations & Market Analysis:
Real-time knowledge sharing for global investors: CEO.CA
LINKS
© 2016-2024 CRITICALINVESTOR.EU All rights reserved.