Company Profiles : Recent Episodes
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Trey Wasser, CEO, and Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joined us for a KER Webinar video, where we reviewed the key exploration targets that have been worked on last few seasons, as well as the most up-to-date drill results at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, and at the Hyndman and Sherridon regional targets, across their Dryden Gold District, in Northwestern Ontario, Canada.
- Trey kicked things off with an overview of the key members of the management team, strategic shareholders, institutional investors, and sector coverage. He also reviewed the financial health of the company and the equity finance announced April 14th.
- We discussed the high-grade drill results from this year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.
- Maura displayed these drill results within the context of 3D modeling tools live for webinar attendees.
- The potential for similar types of deposits exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis, where the Mud Lake area will be the next target tested with drilling in 2026.
- We’ll dive into the initial groundwork and drilling at the Hyndman regional area, with a fresh take on new results just released today on April 21st.
- Trey and Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.
- We also recapped what was learned from the first 3 drill holes that were put into the Sherridon regional area last season, which is hosted within a large geophysical anomaly and a strike length of five kilometers, and what the follow up ground work will be.
- There is an extended Q&A session at the end where participants were able to get their questions fielded by Trey and Maura.
Click here to follow the latest news from Dryden Gold
If you have any questions for Trey or Maura regarding Dryden Gold, then please email them into us at Fleck@kereport.com or Shad@kereport.com.
- In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.
Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQB:KGFMF) (FSE:970), joins us for an official introduction to the company, the Hwy 37 Project, the key targets getting focus for the 2026 exploration season, the management team and board, company financials, key stakeholders, and key newsflow on tap for this year.
Kingfisher Metals is focused on copper-gold exploration across a very large district-scale property in the Golden Triangle, British Columbia. The Company has quickly consolidated one of the largest land positions in the Golden Triangle region with the 933 km2 HWY 37 Project and 202 km2 Forrest Kerr Project. Kingfisher also owns (100%) two district-scale orogenic gold projects in British Columbia that total 641 km2.
We started off discussing the prior year’s exploration work at the Hank, Mary, Williams, Rainbow, Hickman, Grizzly, Northmore, and Turquoise target areas, setting up a substantial pipeline of compelling targets to test.
2026 Exploration Program Highlights:
- The fully-funded 2026 exploration program will include around 15,000 meters of diamond drilling within the Hank-Mary District
- Deeper drill holes will test the copper-gold porphyry targets at Hank, while more shallow holes will test the gold-silver epithermal overprint closer to surface
- There will be regional exploration programs across the HWY 37 and Forrest Kerr Projects including some drilling, at targets like Turquoise and Rainbow, as well as mapping, sampling, and surveys to further refine other future drill targets.
- Exploration program details will be finalized and announced here in Q2, and ground mobilization and drilling should begin in June.
Dustin shares his background in the industry, as well as the strong technical bench strength and experience of their management team, board, and technical advisors. The company’s shares are over 50% institutionally held, and the top 20 shareholders control ~58% of the shares, the company just raised CAD$30Million in March, and all the warrants are currently in the money.
If you have questions for Dustin regarding Kingfisher Metals, then please email us at either Fleck@kereport.com or Shad@kereport.com.
Click here to follow the latest news from Kingfisher Metals
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.
Description
Dryden Gold – Ask Me Anything Webinar with CEO Trey Wasser and President, Maura Kolb
When:
Tuesday April 21st @ 10:00am PT (1:00pm ET)
What:
This webinar will feature a visual exploration overview and key upcoming catalysts from the management team at Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF). CEO, Trey Wasser, and President, Maura Kolb will be presenting and fielding your questions.
A live Q&A webinar for investors and prospective investors focused on Dryden Gold – advancing 3 regional areas: Gold Rock Camp, Sherridon, and Hyndman across their Dryden Gold District, in Northwestern Ontario, Canada.
Who’s Speaking:
- Trey Wasser, CEO of Dryden Gold
- Maura Kolb, President of Dryden Gold
- Shad Marquitz, Co-Host of The KE Report
- Cory Fleck, Co-Host of The KE Report
Why Attend:
- We’ll review some of the key exploration targets that have been worked on last season at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, the Mud Lake area, and the regional exploration work at both Hyndman and Sherridon.
- We’ll discuss the high-grade drill results from this year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.
- This will also include showcasing the results in context of 3D modeling tools live for webinar attendees.
- We’ll highlight the coming work program at the Mud Lake target area, and how the same trends seen at Elora-Jubilee and Big Master, appear to extend further northeast along the Gold Rock Camp trend.
- We’ll dive into the initial groundwork and drilling at the Hyndman regional area, and also showcase those results via 3D modeling.
- We’ll overview all the first 3 drill holes that were put into the Sherridon regional area, which is hosted within a large geophysical anomaly and a strike length of five kilometers, and what the follow up ground work will be.
*You can submit your questions to Trey and Maura and have them respond back live!
- TO REGISTER FOR THE UPCOMING DRYDEN GOLD WEBINAR NEXT TUESDAY APRIL 21ST at 10am Pacific / 1PM Eastern, then click on the link below:
https://us06web.zoom.us/webinar/register/WN_DX5gVzGSR_23fo5V7hE-Yg
Dave Cole, CEO of Elemental Royalty Corporation (TSXV: ELE) (Nasdaq: ELE) joins me to outline the value proposition of the proforma combination of Elemental Altus Royalties with EMX Royalty Corporation, to form an emerging intermediate royalty company. In addition to circling the globe to highlight various partner projects and operators inside their portfolio of royalties, we also discuss the value of having Tether Investments S.A. de C.V as their key stakeholder.
We start reminding investors of the big-picture rationale for this merger; creating a larger royalty company of scale, graduating up to the intermediate category. The new combined Company will have more analyst coverage and liquidity, a better cost of capital, the financial strength from the backing of the key strategic shareholder Tether Investments; and the potential to rerate in the future to a better price to net asset value multiple more in alignment with larger royalty peers.
Dave then takes us through a global tour of their diversified portfolio of royalties across precious metals, critical minerals, and battery metals. He touched upon their key cornerstone royalty partner projects like Caserones, Timok, Karlawinda, and Laverton, as well as a number of other solid producing royalties on Leeville, Gediktepe, Balya, and the suite of West African royalties (Korali-Sud, Wahgnion, and Bonikro). Dave also flagged a few key large development projects with compelling royalty upside as those projects move towards development, like the Cactus and Peak projects in Arizona, Diablillos in Argentina, Viscaria & Vittangi in Sweden, and Laverton in Australia.
In addition to growing royalties year over year, there are also a number of one-off incoming payments on pre-production royalties that are still generating revenues via lease-option payments, stage-gate payments to advance properties, advanced minimum royalty payments, and that come in by way of cash and often times shares in partner companies.
Dave points to the organic development growth still on tap in their portfolio of royalties, the future upside of their continued royalty generation strategy, the potential for larger future royalty acquisitions and royalty financings to create new royalties, and that further down the road they’ll keep their eyes out for accretive M&A opportunities.
Wrapping up Dave highlights the importance of having Tether Investments as their key strategic shareholder, and they financially backstop the kinds of accretive acquisitions that they can now go after. He also explains a bit more background on the use case for Tether stablecoins, how their company generates revenues holding treasuries, and why they are storing so much of their profits in gold, farmland, and royalty company equities.
If you have any follow up questions for Dave or the team ate Elemental Royalty Corp, then please email them to me at Shad@kereport.com.
- In full disclosure, Shad is a shareholder of both Elemental Royalty Corp at the time of this recording, and may choose to buy or sell shares at any time.
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Click to follow the latest news from Elemental Royalty Corp
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Trey Wasser, CEO, and Maura Kolb, President, of Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF), join us for an exclusive Webinar recapping the key takeaways from the 2025 exploration program in this comprehensive visual update with management. We touch upon all the various work programs that were completed this year at the 3 regional areas: Gold Rock Camp, Sherridon, and Hyndman across their Dryden Gold District, in Northwestern Ontario, Canada.
We kick things off with Trey outlining the strength of the management team and board of directors, as well as the very strong list of high profile shareholders like Eric Sprott, Rob McEwen, Bob Quartermain, a number of key funds and institutions, and their 2 key strategic shareholders in Centerra Gold and Alamos Gold.
Next Maura dove into an expanded review of some the key targets drilled this season’s 15,000 meter program along both the Big Master and Elora Gold trends at the Gold Rock Camp, incorporating the data sets from the D1, D2, and new understanding of the D3 structural faulting trends. Maura highlights the drill results from around the Elora-Jubilee Target, Pearl Target, and Laurentian Mine Target, and the recent results at the drilling done testing the gap areas between those targets. We also discuss the significance of the broader bulk tonnage mineralization that is then being upgraded by the multiple high-grade intercepts along the hanging wall and foot wall trends.
We then shifted up to the initial drilling done this year at the Mud Lake target area, and how these same 3 geological deformation faults and folds are present here as well, further northeast along the Gold Rock Camp trend. There are 4 drill holes here awaiting assays to come back from the lab in the near-term. Maura highlights that there is a periodicity to this larger system along the 20kms of strike length, which demonstrate similar geological properties to the Elora Gold Shear Zone, and they’ll be following up to exploration work and targeting on more areas of interest in the year to come.
Pivoting out to the regional targets, we discussed the 3rd area of focus from this year’s program at Hyndman, following up on the detailed mapping from 2024, and the channel sampling program along existing outcrop exposures. Maura outlines where the first drill holes will be drilled at Hyndman in the 2026 season.
Next we reviewed the first 3 drill holes put in at the Sherridon regional area, which is hosted within a large geophysical anomaly with a strike length of five kilometers. Testing to date has focused on a small portion of that trend leaving the Sherridon target open in all directions. Additional drill targets for next year will be designed based on this seasons drill results and geological interpretations from expanded mineral assays, geochemistry and re-logging of historic core.
Wrapping up Trey discussed the financial health of the company and that when the strong cash position of the company is combined with the recent exercise of in-the-money warrants, that the company is fully funded for exploration initiatives heading into 2026.
If you have any questions for Trey or Maura regarding Dryden Gold, then please email them into us at Fleck@kereport.com or Shad@kereport.com.
- In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Click here to follow the latest news from Dryden Gold
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Ali Haji, CEO of American Tungsten Corp. (CSE:TUNG) (OTCQB:DEMRF) (FSE:RK9), joins me to introduce this exploration and development company focused on bringing onshore tungsten mining and production capabilities to the United States through its derisked past-producing IMA Mine in Idaho.
We start off discussing the dynamics around this strategic defense metal, where the majority of tungsten supply is controlled by China, and is a necessary component in a wide array of defense applications, including but not limited to the production of ammunition, armored equipment, artillery, and space exploration. Today, tungsten is a classified critical metal by the U.S Department of Defense due to its strategic military importance, lack of domestic production capabilities, and growing tensions with China; in November 2024, China announced a global ban on all of its tungsten exports
Next we shifted over to the tungsten, molybdenum, and silver resources in place and the infrastructure advantages of the IMA Mine as an advanced, past producing brownfields site, located on patented mining claims in Idaho. There has been a substantial amount of capital has spent over many years to advance and build the project by various mining companies, including the Bradley Mining Company, Inspiration Development Co. (subsidiary of Anglo American PLC), and American Metal Climax. There is solid infrastructure including roads, tier-1 low-cost power supply, water rights, and a mining-oriented labor force nearby, which can help fast-track this project back into production, with a low capex anticipated to be ~$20 Million.
There is planned 6,000 foot drilling program for this summer, to expand the tungsten, molybdenum, and silver mineral resources, and this will be utilized for an updated Resource Estimate, and the upcoming Preliminary Economic Assessment (PEA) due out later this year. The company will also be conducting a trial mining and bulk sample exercise where mineralized material will be shipped to 2 different smelters for processing, and will also bring in non-dilutive capital to the company. Ali highlights that all these factors demonstrate the potential for a readily permittable short-term, small scale tungsten production operation of around 500 tonnes-per-day to start with as soon as 12 months out.
Wrapping up, we focused on Ali’s professional background, and the experience of members of the management team and board, as well as the financial health of the company. The company has a financing in place to fund the immediate financial needs for this year’s exploration and derisking work, and is pursuing the debt package for the capex needed to rehabilitate the mine and move it back into production. Additionally, there is the opportunity to secure key strategic partnerships and non-dilutive financing with the U.S. Department of Defense, Department of Energy, and Defense Advanced Research Projects Agency and those discussions have begun and applications are being filed.
If you have any questions for Ali regarding American Tungsten, then please email those in to me at Shad@kereport.com.
Click here to follow the latest news from American Tungsten
Pat Ryan, Chairman and CEO of Ucore Rare Metals (TSX.V: UCU) (OTCQX: UURAF), joins me for a comprehensive introduction to the Company’s Rapid SX rare earth separation technology, their demonstration plant in Kingston, Ontario, and their engineering and development plans for their Strategic Metals Complex in Alexandria, Louisiana.
We start off with a more general discussion on the importance of the 17 rare earth elements in many aspects of technology, energy, and defense, noting in particular the importance of the heavy rare earth elements in permanent magnets, electric vehicles, windmills, and defense (like the F-35 fighters and nuclear submarines). This then leads into global marketplace that has been and still is dominated by China for the processing and separation of rare earth, as well as the alloys for manufacturing.
Ucore Rare Metals was seeking out different alternatives and efficiencies to the standard Chinese solvent extraction methodology, and eventually partnered with the Innovation Metals Corp to develop a solvent extraction method that was much faster, with a far smaller physical footprint, using a closed loop computerized column process. Not only was it more friendly to ESG initiatives, but the speed and efficiencies have become attractive to potential off-take partners, and to the US, Canadian, and European governments. Pat expands on different government funds available to help with developing North American domestic supplies of rare earth elements, and that they are in negotiations with a number of permanent magnet, automotive, and energy companies for potential partnerships and non-dilutive financing options. The believe their Strategic Metals Complex in Louisiana, will be the first template for several more plants to be constructed, not just in the US , but also in Canada and Europe.
If you have any questions for Pat regarding Ucore Rare Metals, then please email them in to me at Shad@kereport.com and we’ll get those addressed by the company or cover them in future interviews.
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Click here to follow the latest news from Ucore Rare Metals
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Gwen Preston, Vice President Of Investor Relations for West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins us to discuss her new role with the company, and the key steps from exploration and development towards a mine restart plan targeting mid-2025 at the Company’s 100% owned Madsen Mine located in the Red Lake Gold District of Northwestern Ontario, Canada.
Many listeners will recall Gwen’s last decade in the mining sector, as Publisher of Resource Maven, and so we start off getting a behind-the-scenes look at why she has decided to now focus on sharing with the marketplace the vision of where West Red Lake Gold is headed in the years to come. In addition to having quality assets in the Red Lake area, it really came down to her confidence in the solid management team and operations team, after having spent time visiting the project and talking to a range of personnel in various roles. After probing into why the prior operators failed, and getting consistent feedback as to why the new team will be able to fix and optimize many of those prior bottlenecks and inconsistencies, she has conviction in the pathway in front of West Red Lake Gold to get the Madsen Mine back into production in about a year.
We discuss the importance of doing so much exploration to really reinterpret a better geological model of the deposit, that feeds into a better feedback loop with the engineering team designing the mine plan. We also review the company cashing up through recent capital raises to be able to execute on a number of initiatives for exploration, derisking, and development work that will feed into an updated Pre-Feasibility Study at the tail end of 2024 or early 2025. This study will lay out the remaining steps necessary to get the operations back into production the middle of next year.
If you have any follow up questions for Gwen or the team over at West Red Lake Gold please email us at either Shad@kereport.com or Fleck@kereport.com.
- In full disclosure, Shad is a shareholder of West Red Lake Gold Mines at the time of this recording.
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Click here to visit the West Red Lake Gold website and read over the recent news we discussed.
Wed, Dec 13, 2023 : 09:00 AM
Join Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF) as we discuss the success of our 2023 season. President & CEO, Brad Rourke and Vice President of Exploration, Thomas Mumford will discuss the 2023 year in review and break down the accomplishments and results of our 20,000 metre drill campaign followed by a Q&A session. We look forward to seeing you there.
Click here to sign up!
Scottie owns a 100% interest in the Scottie Gold Mine Property which includes the Blueberry Contact Zone and the high-grade, past-producing Scottie Gold Mine. Scottie also owns 100% interest in the Georgia Project which contains the high-grade past-producing Georgia River Mine, as well as the Cambria Project properties and the Sulu and Tide North properties. Altogether Scottie Resources holds approximately 60,000 hectares of mineral claims in the Stewart Mining Camp in the Golden Triangle.
Featured Presenters Brad RourkePresident & CEO at Scottie ResourcesThomas Mumford, PhDVP of Exploration at Scottie ResourcesGordon RobbBusiness Development / IR at Scottie Resources.
https://events.6ix.com/preview/scottie-resources-2023-year-end-update
Lon Shaver, Vice President Of Silvercorp Metals (TSX: SVM) (NYSE: SVM), discusses the growth on tap from the 7 producing silver and gold mines, and the 300,000 meters of exploration utilizing 80 drill rigs.
Wayne Lloyd, CEO of TraceSafe (CSE: TSF) (OTC: UTOLF), reviews the new Company focus into technology to help integrate carbon credits into businesses
Sharyn Alexander, President of Sun Summit Minerals (TSX.V: SMN) (OTC: SMREF), joins us for an exclusive introduction to the Buck Project in central British Columbia
Chris Grove, CEO and President of Commerce Resources (TSX.V: CCE) (OTC: CMRZF) joins us for a comprehensive review of the rare earth elements sector.
Simon Ridgeway, President and CEO of Volcanic Gold Mines (TSX.V:VG – OTC:VLMZF), joins us for an exploration and update a the Holly Project, in Guatemala, as well as on the Banderas Project, and 3 other Projects under option and review from Radius Gold.
Michael Wood, CEO and Director of Reyna Gold Corp. (TSX.V: REYG) (OTCQB: REYGF), joins us for a company introduction to the flagship La Gloria Project in Sonora, Mexico.
Bryan Slusarchuk, CEO of Zacatecas Silver Corp (TSX.V:ZAC – OTC:ZCTSF) joins us to provide a comprehensive introduction to the Company’s strategy at both projects in Mexico;
Ken Gray, President and CEO of Petrus Resources (TSX: PRQ) (OTC: PTRUF), joins us to introduce the key production and development oil and gas assets in three main areas of western province of Alberta.
Jeffery White, VP of Investor Relations for Falco Resources (TSX.V:FPC – OTC:FPRGF), joins us to outline the Project economics, resources, mix of metals, and projected production profile of the Company’s Horne 5 Deposit, in the Abitibi region of Quebec.
Serafino Iacono, CEO of NG Energy (TSX.V:GASX – OTC:GASXF) joins us to review the growth potential for the next 2 years for natural gas and now light oil focused in Colombia.
Shawn Khunkhun, President and CEO of Dolly Varden Silver (TSX.V: DV – OTC: DOLLF) joins us to discuss the big picture strategy and reimagined vision for the high-grade silver-gold Kitsault Valley project in the Golden Triangle, British Columbia.
Yona Shtern, Founder, CEO of Hapbee Technologies (TSX.V: HAPB) (OTC: HAPBF), joins us for an introduction to the Company business strategy around their wearable wellness technology that delivers wavelengths to digitally simulate different feelings.
Jose Garcia, CEO and Director of Silver X Mining (TSX.V:AGX – OTCQB:WRPSF) joins us to introduce the Nueva Recuperada Project in the prolific Huancavelica silver belt, in central Peru.
Doug Bartole, CEO and President of InPlay Oil Corp. (TSX: IPO) (OTCQX: IPOOF), joins us to overview the key projects, the growth of production, reserves, and funds flow, and the successful acquisition in 2021, and how this is setting up the Company for a record year in 2022.
Rahul Paul, President and CEO of Radisson Mining (TSX.V: RDS) (OTC: RMRDF), joins us to overview the overall exploration results over the last few years on the flagship O'Brien Gold Project
Doug Cavey, VP of Corporate Development at Defiance Silver, joins us to introduce this Mexico-based silver, gold, and copper exploration & development company.
The Metallic Group of Companies, Metallic Minerals, Granite Creek Copper and Group Ten Metals -webinar replay recapping 2021 milestones and the outlook for 2022
Paolo Lostritto, Vice President of Corporate Development for Sailfish Royalty Corp (TSX.V: FISH – OTC: SROYF), joins us to overview the Company’s origin, key royalty assets, background on the management team, key financials, and growth drivers moving forward.
Ewan Downie, CEO and Director of I-80 Gold Corp (TSX: IAU – OTCQX: IAUCF), joins us to introduce the Company’s 4 primary Projects that are developing into mines along the Battle Mountain and Carlin Trends in Nevada.
The headline results include 47.8meters Grading 5.2 g/t AuEq within 140.3meters grading 2.6 g/t AuEq and 44.4meters Grading 4.7 g/t AuEq within 92.3m Grading 2.7 g/t AuEq.
Paddy Nicol, President and CEO, and Marco LoCasio, VP of Corporate Development, at Orogen Royalties (TSX.V: ORGN - OTCQX: OGGNF) join us to introduce this hybrid royalty and prospect generator company formed in August of 2020 from the merger of Evrim Resources and Renaissance Gold.
This link was posted in the comment section but I wanted to further highlight it here. There were a number of good companies that presented...
Chris shares another company profile from his web site; today with Sr. Vice President Des O’Kell of Enterprise Group (TSX-E; OTC-ETOLF.) As you’ll hear, Alberta,...
Many overlook the fact that — within the Oniva Group-run companies founded by the late Louis Wolfin and today overseen by his son David Wolfin — there is not just the best known of those, (being Avino Silver and Gold Mines, Ltd.)
Among the others is Coral Gold – and here I visit with Luc Lesage, another member of David’s team in Vancouver who is one of the largest shareholders himself of Coral. Though sporting a better-looking chart than most gold junior explorers, Coral STILL sells for slightly less than the cash it has in the bank. And as we discuss here, with a Barrick Gold royalty on Coral’s former Robertson property that could one day cause Coral’s value to rise exponentially.
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Chris continues to share with our KER audience a series of rolling interviews/updates with his featured companies in The National Investor. In this one, he discusses with NuLegacy’s Anderson the company’s well-funded “Swinging for the Fences” drilling strategy at the Red Hill Property in Nevada; one inspired and backed in part by much of the “old” local Barrick Gold brain trust.
For Chris’ complete written report on NuLegacy, visit his Featured Opportunities page at https://nationalinvestor.com/
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Here’s another interview Chris is sharing with one of his featured companies: The story of Mexico’s energy reform after 80 years of quasi-state control is one of the most actionable investment stories I’ve ever seen. Yet it STILL remains one of the most under-covered, even in the financial press.
As IFR’s Hanson and I recap today, his company’s first-mover advantage as Mexico’s energy assets become more privatized has now led to the first drilling/development at Tonalli Energia’s (the corporation owned 50% each by IFR and Mexican petrochemicals giant Grupo IDESA) Tecolutla project.
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Monarques–with financial backing from the likes of Greg Chamandy and Rob McEwen and even the Quebec government’s own significant investment–is THE best asset consolidator and, now, organic growth story in the Abitibi. As we discuss, the property has found a “sweet spot” of acquiring some great assets that individually may not merit development/production by the majors but are contributing to building a considerable company in Monarques’ hands. Its resources and production (both of its own mills should be at or near capacity by the end of 2018) render it one of the best values in the junior producer space.
Make sure to check out Monarques’ story at https://www.monarquesgold.com/
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Core Gold is at the same time a great turnaround story, (of Ecuador’s sole current producer of gold) and one with–as you’ll hear–incredible ongoing exploration potential. Piggott shares with Chris the unique geology of this “hinge” area near the Ecuador/Peru border. . .where the company has found areas grading 5% copper and 10 grams of gold/tonne at surface. Our seat belts are fastened for the 2018 drilling campaign. . .and for a continuing increase in production in a compelling organic growth story.
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Chris catches up with Seabridge’s Fronk again today. The economics continue to get better at Seabridge’s flagship KSM Project, which in 2017 saw nearly 15 million ounces of gold and 7 billion pounds of copper added to overall resources. Some of the recent private placement which raised C$17 million–at a 27% PREMIUM to the market price–will go to more drilling at Iron Cap and likely an upgraded resource estimate and economic assessment later in the year.
Elsewhere, exploration is being jump-started at Courageous Lake. . .and geophysical and other work are slated for this year for the Snowstorm Project in Nevada (Below is a map of the area showing Snowstorm at the intersection of three different trends in northern Nevada.)
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NOTE: For the prior discussion late last year with Chris, Rudi and Cory referred to, go to Segment 2 at http://www.kereport.com/2017/11/11/gold-technical-fundamental-outlooks-key-company-update/
BacTech Environmental is one of the more intriguing “story stocks” I’ve ever recommended to my Members. The company has slowly but surely been getting financial and logistical support as it seeks a breakthrough in its ability to monetize remediation work on old mine tailings and blighted areas from mining.
As we discuss, the company’s main focus area for the near term is in Bolivia; but Orr also discusses near-term opportunities in Ecuador and Peru as well. Notably, some in the industry and even environmentalists are getting behind this new trend of “bio-mining” and remediation.
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As some of you know, the Fleck family will imminently be celebrating the birth of their first child! So I’m helping out Cory with content, and a few “macro” interviews, via sharing some interviews of mine over the next few days with management of some of my Featured Opportunity companies.
In this one, I visit with Energy Fuels’ V.P. for Corporate Development Curtis Moore; a friend and one of my key go-to guys in the sector. We discuss Russia’s recent floating of the idea that it could stop “cooperation” with the U.S. in the nuclear energy area; and this in the context of Energy Fuels’ and Ur-Energy’s 232 Petition filed with the U.S. Department of Commerce back in January. Further, we touch on a couple of UUUU’s own highlights, and my view that it has better optionality in a coming sector rebound than any other company.
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In order to visually demonstrate the capacity of the in-situ mining method to control the movement of fluids below ground, Excelsior Mining recently conducted a sandbox model experiment. The results of this experiment can be viewed below…
If you have any questions for Stephen Twyerould, CEO and President please comment or email me directly – Fleck[at]kereport.com.
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I have known the key players of this company for most of my career. My opinion, not investment advice, is they are a group of well grounded, qualified folks.