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THE CRITICAL INVESTOR NEWSLETTER #037

Dear subscriber, I have waited a long time to start coverage on sponsoring company Rise Gold for several reasons. I felt I could do a job timing the market on this one as it seems to have bottomed out, I was also waiting until their drill program would be about to start, and last but […]
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THE CRITICAL INVESTOR NEWSLETTER #036

Dear subscriber, It was a long wait, a few months longer than initially expected at the end of last year, but Excelsior finally pulled it off: they received the hard to obtain Aquifer Protection Permit (APP), issued by the Arizona Department of Environmental Quality (ADEQ), the first of its kind for a full scale, greenfield […]
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THE CRITICAL INVESTOR NEWSLETTER #035

Dear subscriber, There seems to be no stopping MGX Minerals, with the numerous news releases indicating all sorts of actions. It all looks kind of promising, but I can't really get a hold of it as no hard data comes out, and most is in progress. Investors seem to feel the same way, as the […]
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THE CRITICAL INVESTOR NEWSLETTER #034

Dear subscriber, Nemaska Lithium recently raised another significant amount of cash through a short form prospectus, and collected C$50M from largely institutional investors, on better terms than the preceeding round (2016), to the delight of a few fund managers I know who are involved in this story. As management is very busy to arrange project […]
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THE CRITICAL INVESTOR NEWSLETTER #033

Dear subscriber, Long overdue thanks to entertaining Sprott show-related evenings, holidays and draft articles for review ending up in spam folders, here is a quick update on Tinka's drill results and my interpretation of those. Connecting with The Angry Geologist since a month or so, I believe we are both on the same conservative track […]
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THE CRITICAL INVESTOR NEWSLETTER #032

Dear subscriber, This was a pretty strong case of a deja vu, as I tracked Midway Gold extensively on Seekingalpha, being very positive on the stock, and watching it go down into bankruptcy afterwards. However, not too much appeared to be wrong with the remaining assets, and Fiore Exploration struck a merger deal with new […]
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THE CRITICAL INVESTOR NEWSLETTER #031

Dear subscriber, Genesis Metals did an excellent job in raising more cash than expected/needed (C$4M in total), bringing in big names like Osisko and Eric Sprott, and is now fully cashed up to begin drilling on several very interesting IP targets within weeks. As the company has many interesting targets to explore, and a significant […]
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THE CRITICAL INVESTOR NEWSLETTER #030

Dear subscriber, Tinka Resources delivered another set of impressive drill results, potentially bringing their total resource to an estimated 30Mt. This would already be a sizeable asset, but this is just the result of step out drilling on the first target, South Ayawilca. Drilling has commenced on the second target, Zone 3, and this is […]
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THE CRITICAL INVESTOR NEWSLETTER #029

Dear subscriber, As Vendetta Mining is preparing to come out with an updated resource estimate on Pegmont anyday now, which will likely increase tonnage substantially, it is clear to me this junior is successfully answering the major questions asked when it acquired Pegmont in 2014, regarding grade, size and metallurgy. I believe it will already […]
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THE CRITICAL INVESTOR NEWSLETTER #028

Dear subscriber, As MGX Minerals finally closed the financing for C$3.2M, after being delayed, I felt it was time for an update on by far my most speculative and adventurous sponsoring company. There are obviously a lot of things going on at MGX but I'm simply waiting for really material news to cover, and this […]
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