James Kwantes
James Kwantes is an editor and mining reporter from Vancouver, Canada. He spent the last decade with Vancouver Sun, covering investing, mining and other business topics. James is the founder of the World of Mining blog and is the editor of Resource Opportunities, a subscriber supported investment newsletter covering compelling early stage mining companies.
Articles by James
POSTED ON January 14, 2016 BY James Kwantes

Sabina Gold & Silver (SBB-T) Bruce McLeod‘s Nunavut gold developer was one of Canada’s strongest-performing junior miners in 2015, more than doubling from 35 cents to 73 cents as it advanced its high-grade Back River gold deposit through two feasibility studies as well as permitting. The stock has since pulled back, and CEO McLeod was… Continue Reading

POSTED ON January 13, 2016 BY James Kwantes

“Royalty” – the term touches on the right of kings, as well as a legal claim on revenues or profits. It can also be a great business model, as shown by Franco-Nevada over the past several years. And Franco-Nevada has indeed been royalty in the mining space through a period of shareholder value destruction. The… Continue Reading

POSTED ON January 12, 2016 BY James Kwantes

These are treacherous times for public market companies and nowhere more so than in the hard-hit energy space. Oil prices have fallen through the floor, with both Brent crude and WTI trading around US$31 – levels last seen in 2003. With the Saudi and American taps still on, and Iran’s oil production coming onstream, many… Continue Reading

POSTED ON January 11, 2016 BY James Kwantes

It’s an active start to the week for Athabasca Basin uranium plays, and NexGen Energy (NXE-V) is leading the way with another batch of stellar assays from its Arrow project. Also in the southwestern Basin, Fission Uranium (FCU-T) announced a final agreement and offtake deal with China’s CGN Mining on its Triple R deposit. The… Continue Reading

POSTED ON January 08, 2016 BY James Kwantes

Two of Canada’s stronger mid-tier gold producers were out of the gate today with positive 2015 production reports. Timmins miner Lake Shore Gold (LSG-T) produced 178,700 ounces of gold in 2015, compared to a record 185,600 in 2014. However, the treasury has grown to $100 million (in cash and bullion) compared to $60 million a… Continue Reading

POSTED ON January 07, 2016 BY James Kwantes

Probe Mines (PRB-V) The insider purchase was small, but the names of the buyer and the company are familiar – Jamie Sokalsky because he used to run Barrick Gold (ABX-T) and Probe Metals because it’s a cash-rich spinout of Probe Mines, purchased by Goldcorp in one of the few M&A transactions of note in 2015… Continue Reading

POSTED ON January 06, 2016 BY James Kwantes

Kaminak Gold (KAM-V), a popular gold play among junior mining investors, halted the stock then released a Feasibility Study just after the close today. The FS details a 10-year, open-pit heap-leach mine yielding an after-tax internal rate of return of 37% and NPV of $455 million (at a 5% discount). The economics have improved since… Continue Reading

POSTED ON January 06, 2016 BY James Kwantes

Some insider transactions of note from overnight, with a focus on stock purchases in the public market. Did I miss anybody interesting? Let me know, and track what the insiders are doing using the black Insiders tab at CEO Chat. Uracan (URC-V): Chairman Clive Johnson picked up more shares Tuesday, buying 312,000 shares at 2… Continue Reading

POSTED ON January 04, 2016 BY James Kwantes

Commodity carnage made 2015 another painful year for junior mining investors. It was a year that saw me take a buyout from a newspaper job at the Vancouver Sun and transition to the exciting world of digital publishing with Tommy Humphreys and the growing CEO.CA team. The buyout also gave me some dry powder for another… Continue Reading

POSTED ON December 29, 2015 BY James Kwantes

During a year that saw prices for most commodities crash, driving down share prices and causing plenty of investor pain in resource-dependent Canada, lithium has been a rare bright spot. Prices for the battery ingredient have surged as demand outpaces supply, driven by battery-powered gadgets, vehicles and home electrical systems. Investors have taken notice, spurring renewed… Continue Reading

POSTED ON December 24, 2015 BY James Kwantes

It’s a short trading day today – Canadian markets close at 10 a.m. PST, 1 p.m. EST – and also the last chance to lock in capital losses for the 2015 calendar year. If you invest in the junior mining space, chances are you may have some of those! However, one investor’s tax-loss sale is… Continue Reading

POSTED ON December 21, 2015 BY James Kwantes

Good morning investors, After a dismal year that saw the commodity complex sink more than 30%, Scotiabank is pegging lithium, zinc and construction product oriented strand board to lead the way in 2016. Those are the top picks of Patricia Mohr, Scotiabank’s Vice-President of Economics and Commodity Market Specialist, who also expects tightening supply to boost… Continue Reading

POSTED ON December 18, 2015 BY James Kwantes

With perhaps the most important decision for commodity prices for some time having been actioned on Wednesday with the Federal Reserve lifting its key interest rate for the first time in nearly a decade, commodity prices witnessed subsequent pricing volatility, and strengthened on Friday. Such market vacillation will ultimately demonstrate whether Split Enz’s assertions of… Continue Reading

POSTED ON December 18, 2015 BY James Kwantes

It’s been a busy week for Millrock Resources. On Monday the project generator expanded its portfolio with a foray into B.C.’s Golden Triangle. It capped the week off today by optioning one of its Alaska properties. Under the terms of the agreement, Vista Minerals – a private Australian group – can earn an 80% joint venture interest… Continue Reading

POSTED ON December 17, 2015 BY James Kwantes

The TSX Venture Exchange is out with a white paper designed to address its role in these junior resource market conditions, the grim financing situation and restrictive financing rules. Calls for changes – from groups including the Venture Capital Markets Association to politicians such as West Vancouver-Capilano Liberal MLA Ralph Sultan – have been increasing in volume… Continue Reading

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