$ASM: Avino a Silver Pure-Play Once Again
Avino Silver Mines will soon transfer ownership of Bralorne Gold Mines to Talisker, but will retain exposure to Bralorne through an equity investment in the acquirer. This is…
Tag: Silver
Early Q4 Updates
$IMPUY — We exited Impala Platinum Holdings at our target of $7 for a return of 150%. $FCUUF — We doubled our stake in Fission Uranium on 22…
Q2 Updates
In Q2, we reduced our exposure to uranium and increased our exposure to gold, silver and agriculture; our allocations to platinum and rare earths remain unchanged. At Fahy…
$ASM : Avino Silver & Gold Mines — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au | $24/oz. Ag | $2.72/lb. Cu Project Avino Mine Mineral Resources 50,525,000 AgEq ozs. Shares Outstanding 65,420,000 Market Cap $36,635,200 Average Annual Production…
Visual Display of Recent Quantitative Data After Bertin
TRUE ALL-IN COSTS (TAIC) VS. FUTURE MARKET CAP GROWTH STATING THE OBVIOUS: As TAIC declines, Future Market Cap Growth Increases…
$AAU : Almaden Minerals — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au & $24/oz. Ag Flagship Project Ixtaca Mineral Reserves 2,589,245 AuEq ozs. Shares Outstanding 111,700,000 Market Cap $73,722,000 Average Annual Production 208,171 AuEq ozs.…
$MISVF : Minco Silver — Independent Economic Analysis
Long-term Price Case $24/oz. Ag Flagship Project Fuwan Mineral Reserves 55,300,000 ozs. Shares Outstanding 60,704,748 Market Cap $27,317,137 Average Annual Production 5,500,000 ozs. Recovery 91% LoM 9.2 Years…
$AXU : Alexco Resources — Keno Hill Drilldown
Long-term Price Case $24/oz. Ag | $1,700/oz. Au | $1.18/lb. Zn | $0.86/lb. Pb Flagship Project Keno Hill Ownership 100% Mineral Resources (Indicated) 83,561,000 ozs. Mineral Reserves 30,453,000…
$ABBRF : AbraPlata — Updated Independent Economic Analysis
Long-term Price Case $24/oz. Ag & $1,700/oz. Au Flagship Project Diablillos Ownership 50% Mineral Resources 66,425,000 AgEq ozs. Shares Outstanding 224M Market Cap $8,736,000 Average Annual Production 4,919,765…
$AUG : Assays of Up to 11 g/t Au and 448 g/t Ag at New Target, Bria
Two new large-scale gold and silver opportunities have been identified at Auryn’s Homestake Ridge Gold Project. The Northern Target, Bria, “is defined by high-grade gold and silver rock…
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