reports
- Sid Rajeev
Cost Savings Offset Production Dip Amid Expansion Plans
Silver X Mining Corp. (TSXV: AGX) advances its Nueva Recuperada silver project in Peru. Q1 2025 production fell 8% QoQ, but 14% lower cash costs drove positive EBITDA and better margins. Revenue dropped 10%, missing estimates. An 8,000m drilling program targets resource growth, with Plata Mining Unit production set for 2026, aiming for 6 Moz by 2028. AGX trades at a 30% EV/Revenue discount to peers. Bullish silver price forecasts, driven by US$ weakness, safe-haven demand, and a fifth-year marke...
- Sid Rajeev
Record Production and Revenue, Narrowed Losses
Silver X Mining Corp. (TSXV: AGX) reported a 20% YoY production increase to 1 Moz AgEq in 2024 at its Nueva Recuperada mine in Peru, with revenue up 39% to $21.85M and net losses cut 64% to $4.45M. Trading at an 83% discount to peers ($0.30/oz vs. $1.78/oz), AGX offers a compelling value. An updated 208 Moz AgEq resource estimate and planned 6 Moz production by 2028 signal growth. With M&A rising, AGX is well-positioned for strategic interest.
- Sid Rajeev
Delineates a Large Copper Resource Next to Capstone Copper
Golden Arrow (TSXV: GRG) uncovered 4.4 billion pounds of copper and metals at San Pietro, Chile, near Capstone Copper’s mines. Priced at just half a cent per pound vs others at 2 cents—a 71% discount. Digging in 2025 could boost it more and lock in the find. With copper hot and buyouts on the horizon, GRG’s in prime spot as trade tensions rise.
- Sid Rajeev
An Emerging Silver Producer Poised to Quadruple Production
Silver X's Nueva Recuperada project in Peru features the producing Tangana mine and advanced-stage Plata unit. An updated resource estimate shows 208 Moz AgEq, up 40% from 2022. A 2023 PEA on Tangana suggests a $175M NPV10% and 39% IRR at $23/oz silver (now $31/oz). Production hit 0.8 Moz AgEq in 2024 (9M), up 34% YoY, with revenue up 41%. Trading at $0.30/oz vs a $1.50/oz junior average, AGX may attract M&A interest amid high commodity prices.
- Sid Rajeev
A Deep Value Play in the U.S. Lithium Sector – Valuation Report
Noram Lithium stands out as a deep value play in the U.S. lithium sector, with its Zeus project in Nevada trading at just 0.5% of its NPV. Adjacent to Albemarle's Silver Peak mine, the only lithium-producing operation in the U.S., Zeus holds resources comparable to major Nevada projects like Lithium Americas’ Thacker Pass. With lithium prices nearing break-even for large-scale projects and global EV sales projected to rebound in 2025, the undervaluation of Noram creates a unique opportunity. Po...
- Sid Rajeev
Leveraging North American Push for Domestic EV Metal Production - Grid...
Grid Metals Corp. (TSXV: GRDM / OTCQB: MSMGF) is advancing its lithium projects, Donner and Falcon West, and an advanced-stage nickel-copper-PGM project in southeastern Manitoba, crucial for EV battery production. The Donner project boasts a high-grade lithium resource and proximity to processing facilities, enabling expedited production with lower CAPEX. With expected production of 75 Ktpa of spodumene concentrates for over 10 years, initial CAPEX is estimated at $50M, with a mining permit anti...
- Sid Rajeev
Noram Lithium's High-Grade Breakthrough - (TSXV: NRM)
We've released a new research report on Noram Lithium Corp. The company has just released an updated resource estimate for its Zeus project in Nevada, located next to the only lithium producer in the U.S. This new estimate shows a significant high-grade component with the potential for a mine life of over 40 years.
Noram Lithium Corp: 4 directors
Four Directors at Noram Lithium Corp bought 356,500 shares at between 0.149CAD and 0.180CAD. The significance rating of the trade was 51/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...
- Ben Pirie
Mining Monthly: January Edition
What you need to know: • Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged. • Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years. • We attended a busy Vancouver Resource Investment Conference in January. Find our top picks from the conference here. Following a...
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
MXR MAX RESOURCE CORP.
PML. PANORO MINERALS LTD.
NVX. NV GOLD CORP.
AZS AZURE MINERALS
WRP WESTERN PACIFIC RESOURCES CORP.
ECR. CARTIER RESOURCES
CORA CORA GOLD
KIDZ KIDOZ
FPX FPX NICKEL CORP.
KNC K9 GOLD
ROVR ROVER METALS CORP.
AUC GOLDPLAY MINING INC.
LN LONCOR GOLD INC
- Sid Rajeev
- Sid Rajeev
AZS AZURE MINERALS
AUMN GOLDEN MINERALS CO.
BCF BUILDERS CAPITAL MORTGAGE CORP
CORA CORA GOLD
GRDM GRID METALS
LMS LATIN METALS INC.
KNC K9 GOLD
BNXA BANXA HOLDINGS INC
MQR MONARCH MINING CORPORATION
GRSL GR SILVER MINING LTD.
CRI CHURCHILL RESOURCES INC.
SIC SOKOMAN MINERALS CORP
GDBY GOODBODY HEALTH INC.
NPK VERDE AGRITECH LTD
- Sid Rajeev
- Sid Rajeev
DSLV E.S.I. ENVIRONMENTAL SENSORS INC.
XTM TRANSITION METALS CORP
AZS AZURE MINERALS
WRP WESTERN PACIFIC RESOURCES CORP.
AMY AMERICAN MANGANESE INC.
STS SOUTH STAR MINING CORP.
STGO STEPPE GOLD LTD.
FG FALCON GOLD CORP.
BNXA BANXA HOLDINGS INC
TUD TUDOR GOLD CORP.
GXU GOVIEX URANIUM INC.
SPC SPC NICKEL CORP
MZN METALLUM RESOURCES INC
SIGY SIGYN THERAPEUTICS INC.
- Sid Rajeev
SYH SKYHARBOUR RESOURCES LTD.
WRP WESTERN PACIFIC RESOURCES CORP.
LIT.. ARGENTINA LITHIUM & ENERGY COR
LMR LOMIKO METALS INC
PSC.H PRECISION ENTERPRISES INC
GRC GOLD SPRINGS RESOURCE
CBI COLIBRI RESOURCE CORPORATION
MQR MONARCH MINING CORPORATION
GRSL GR SILVER MINING LTD.
NEXE NEXE INNOVATIONS
BMG BLACK MOUNTAIN GOLD USA CORP.
IEC INVESTMENT EVOLUTION CORP.
SWIS SEKUR PRIVATE DATA LTD.
AUHI ADVANCE UNITED HOLDINGS INC.
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