$TMRC : Texas Mineral Resources to Submit Proposal for Pilot Plant to U.S. Army
Texas Mineral Resources, up > 50% this morning, is in the process of submitting a proposal to the U.S. Army on the cost of a pilot plant for…
FCM Blog
Q4 Silver Analysis
The long-term silver cycle is now up and we think the 16.60s are an ideal point at which to initiate a long position or add to a preexisting…
Oh, Look, a Shiny New Uranium ETF, but Why Aren’t My Stocks Moving?
There are two reasons. Well, actually one, which works two ways: Operational Shorting* and Operational Buying, common activities associated with the creation/redemption process. For our purposes, we are…
Expectations for Gold Remain Low While Key Gold Indicator Wallows in the Dumps
The Grasberg-Saville Gold Rating remains firmly ensconced in bear territory this week. This is the Rating’s 13th such week signalling persistent bearish fundamentals for gold. Although TIPS continue…
$TGB : Taseko Mines — New Prosperity… What if?
Long-Term Price Cases $3/lb. Cu, $1,700/oz. Au, $24/oz. Ag Project New Prosperity Ownership 100% M&I Resources 12,836,666,667 CuEq lbs. Average Annual Production 247,911,111 lbs. CuEq CuEq Recovery 64%…
$AUNFF : Aurcana Corporation — Independent Economic Analysis
Long-Term Price Case (Ag, Au, Pb, Zn) $24/oz., $1,700/oz., $1.00/lb., $1.20/lb. Flagship Project Revenue-Virginius Ownership 100% Proven & Probable Reserves (AgEq) [FCM Estimate] 17,165,350 ozs. Shares Outstanding 152,050,000…
$DYLLF : John Borshoff’s Shopping List
We think a bid of up to U.S. $55M (cash and shares) for turnkey Kayelekera is possible in an effort to begin padding out Deep Yellow’s 2023-2030 development…
$OGLDF : Otis Gold — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au Flagship Project Kilgore Ownership 100% (Royalty-Free) Indicated Resource 825K ozs. Shares Outstanding 175M Market Cap $12,057,500 Average Annual Production 111,700 ozs. Recovery Crush:…
Camarilla Points
When it comes to Camarilla* Points, the waters have been muddied. For starters, Camarilla Points have been around a lot longer than is suspected. They weren’t invented in…
$CPMMF : Crystal Peak Stake Initiated in November
We stalked this trade a long, long time. See our 9 July analysis of the company here: Crystal Peak Minerals — Independent Economic Analysis We got in at…
Nothing left to load.