Date | Company | Ranking | Comments |
03.05.2021 | Altius Minerals Corporation (TSX:ALS) | 3 | cheap, superb capital allocators. Pioneering alternative power royalties |
03.05.2021 | Polymetal International plc (LSE:POLY) | 3 | very high quality name, politically challenged |
02.04.2021 | Gazprom (OTCPK:OGZPY) | 3 | very cheap oil major, low cost, high asset quality, political risk |
03.05.2021 | Polyus (OTCPK:OPYGY) | 3 | Superb assets and operations, political risk |
02.11.2021 | Adriatic Metals PLC (ASX:ADT) | 4 | potential tier 1 discovery |
03.05.2021 | Agnico Eagle Mines Limited (NYSE:AEM) | 4 | superb, not cheap, rapid free cash growth, major capital spend passed |
03.05.2021 | B2Gold Corp. (NYSE:BTG) | 4 | tier 1 asset, great free cash flow, great mine builders |
03.05.2021 | Barrick Gold (NYSE:GOLD) | 4 | best of the biggies. First stop for generalist investors, in gold space |
02.11.2021 | Boss Resources Limited (ASX:BOE) | 4 | great Aussie junior name, requires patience |
02.11.2021 | Cameco Corporation (TSX:CCO) | 4 | |
03.05.2021 | EMX Royalty Corporation (NYSE:EMX) | 4 | premier prospect generator, no catalyst |
02.04.2021 | Endeavour Mining Corporation (TSX:EDV) | 4 | merger will accelerate growth, great implementers in Africa |
03.05.2021 | Equinox Gold Corp. (TSXV:EQX) | 4 | not cheap, well backed |
02.11.2021 | Eskay Mining Corp. (OTCPK:ESKYF) | 4 | |
02.11.2021 | Gatos Silver Inc (NYSE: GATO) | 4 | |
02.04.2021 | GoGold Resources Inc. (TSX:GGD) | 4 | |
03.05.2021 | Integra Resources Corp. (NYSE:ITRG) | 4 | |
02.11.2021 | Maverix Metals Inc. (TSX:MMX) | 4 | growing streamer |
02.11.2021 | NexGen Energy Ltd. (TSX:NXE) | 4 | excessive G&A, tier 1 asset, remote |
03.05.2021 | Northern Star Resources Limited (ASX:NST) | 4 | core growth gold |
02.04.2021 | Pan American Silver Corp. (NASDAQGS:PAAS) | 4 | core silver name, big price run up, huge upside, big political risk |
03.05.2021 | Norilsk Nickel (LSE:MNOD) | 4 | very high quality assets, big pollution judgement, political risk |
03.05.2021 | Sandstorm Gold Ltd. (TSX:SSL) | 4 | growth built in |
02.11.2021 | SilverCrest Metals Inc. (TSX:SIL) | 4 | great discovery, improving, not cheap |
03.05.2021 | SSR Mining Inc. (TSX:SSRM) | 4 | merger will improve G&A and increase liquidity |
02.04.2021 | Wheaton Precious Metals Corp. (NYSE:WPM) | 4 | superb, not cheap |
02.11.2021 | AbraSilver Resource Corp (OTCMKTS: ABBRF) | 5 | |
02.11.2021 | Argonaut Gold Inc. (TSX:AR) | 5 | |
02.11.2021 | Aurion Resources Ltd. (TSXV:AU) | 5 | great team, interesting discovery, expensive |
02.11.2021 | Denison Mines Corp. (TSX:DML) | 5 | should be the consolidator, requires patience |
03.05.2021 | Eldorado Gold Corporation (TSX:ELD) | 5 | low inside ownership, high G&A, poor capital allocation, but cheap |
02.11.2021 | Energy Fuels Inc. (NYSE:UUUU) | 5 | |
02.04.2021 | First Majestic Silver Corp. (NYSE:AG) | 5 | not cheap, big recent price run up, great silver leverage, cult stock, marginal at these prices |
02.04.2021 | Fortuna Silver Mines Inc. (TSX:FVI) | 5 | cheap, well run, cash short, Lindero implementation challenges |
02.04.2021 | Fresnillo Plc (LSE:FRES) | 5 | very cheap, but opaque |
02.11.2021 | Global Atomic Corporation (TSX:GLO) | 5 | |
02.11.2021 | GoldMining Inc. (TSX:GOLD) | 5 | |
02.11.2021 | Guanajuato Silver Company Ltd (CVE: GSVR) | 5 | fully priced, well promoted, I believe silver trades higher |
02.04.2021 | Hochschild Mining plc (LSE:HOC) | 5 | |
02.11.2021 | IsoEnergy Ltd. (TSXV:ISO) | 5 | |
03.05.2021 | Kinross Gold Corporation (TSX:K) | 5 | capital allocation challenges, but cheap |
03.05.2021 | Kirkland Lake Gold Ltd. (TSX:KL) | 5 | priced for perfection, but delivering |
02.04.2021 | MAG Silver Corp. (TSX:MAG) | 5 | great deposit, on cusp of production, not cheap |
02.11.2021 | Minaurum Gold Inc. (TSXV:MGG) | 5 | |
02.11.2021 | Minera Alamos Inc. (OTCPK:MAIFF) | 5 | |
02.11.2021 | Reyna Silver Corp. (TSXV:RSLV) | 5 | |
02.11.2021 | Silver Lake Resources Limited (ASX:SLR) | 5 | |
02.04.2021 | Silvercorp Metals Inc. (TSX:SVM) | 5 | opaque |
03.05.2021 | Torex Gold Resources Inc. (TSX:TXG) | 5 | cheap, narco problem |
03.05.2021 | Wesdome Gold Mines Ltd. (TSX:WDO) | 5 | well run, very fully priced |
02.11.2021 | Zacatecas Silver Corp (CVE: ZAC) | 5 | |