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@ekim #nunavut mining symposium presentations available (early April 2017) -- https://www.nunavutminingsymposium.ca/2017/ $AEM $BAY $TMAC Agnico has 2 presentations including one talking about caribou migration which is probably pertinent to $SBB as well.
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@JamesKwantes Nice list @Goldfinger. Interesting to see that four of the top 10 ( $ABX $G $AEM $NEM) have invested in #Yukon plays in just the past year. Was a theme of my latest piece @jameskwantes/an-undervalued-mining-play-in-a-storied-gold-district $SMD $TG
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@Leon Short squeeze coming - as such we continue to expect #gold to reach $2,200 an ounce within 18 months. $G $VIT $AEM $BTG $ABX $DGC $EGO $NGD $P www.safehaven.com/article/44217/gold-trumped
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 9 reports. View full report: SEDI:AEM
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@JamesKwantes $SMD prospecting and drilling primarily to generate interest for the properties. And yes, it's more of an investment fund. But large land positions around every single Yukon project that the majors have bought into in the past year - $G's Coffee, $AEM and $WGO, $ABX and $ATC (which they own 8% plus of) and Newmont/ $GSR. Also $TG is a chance for retail shareholders to get in on a promising exploreco out of the gate, which doesn't happen too often. Usually that's the realm of insiders and friends. Obviously, I'm long and biased #newbies #hotpick
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from #index,
@newswire Agnico Eagle Reports First Quarter 2017 Results; Strong Operational Performance Continues; Full Year Production Guidance Increased; Canadian Malartic Extension Receives Government Approval; Exploration Drilling Yields Favourable Results at Amaruq @newswire/agnico-eagle-reports-first-quarter-2017-results-strong $AEM.US $AEM #news/mining #news/gold
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@Highheat WOW $AEM up over 9%
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from #index,
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@Vaughan CEO of $AEM on BNN The Street right now. $AEM up over 10% today.
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@hihosilver Boyd had consistently delivered as promised. $aem
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@hihosilver One of the few major CEOs I truly respect
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@TheGalvanizer Canaccord Morning Coffee – Mon. May 1, 2017 – $AAPL $AEM $AMZN $BA $BBD $CCO $DGC $FCEL $FM $GOOG $MARI $MFI $QCOM $SBUX $VET http://ow.ly/du3X30bjqQm
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anonymous Canaccord Morning Coffee - $AEM $OOO - Otis Gold* (OOO : TSX-V : $0.39) A NEW STORY TO THE MORNING COFFEE. Shares of Otis Gold traded heavily last Friday and got us here at the Morning Coffee interested in the story. Otis has a 100% ownership interest in four gold projects in Idaho. Its flagship, the Kilgore Gold Project, is an advanced-stage open pit, heap leach low sulphidation epithermal gold deposit that contains a NI 43-101 compliant Indicated resource estimate of 520,000 oz Au @ 0.59 g/t and Indicated resource estimate of 300,000 oz Au @ 0.46 g/t. Subsequent to the current resource estimate, approximately 15,000 metres of additional drilling has been completed that will be reflected in a new resource estimate. According to Otis’ website, significant potential exists to increase the size and grade of the deposit as well as discover additional targets within the 8,700 acre claim area. No royalties or other encumbrances exist at Kilgore. The company has also caught the attention of a major miner, namely Agnico Eagle Mines (AEM), which recently invested over $5M in Otis at $0.35 per share. Agnico now owns just under 10% of the company with the proceeds expected to be put towards exploration at Kilgore, where Otis is currently permitting 27 drill stations and envisions drilling 8,000 metres this year among other studies.
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 3 reports. View full report: SEDI:AEM
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@ekim @TheLip2 $AEM just had another spill a month ago as well - 30K litres -- http://www.cbc.ca/news/canada/north/agnico-rankin-inlet-fuel-spill-1.4062961 They also rejected from NIRB on a pilot hovercraft project.
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from #sbb,
SEDI_bot Agnico Eagle Mines Limited $AEM just filed 1 reports. View full report: SEDI:AEM
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@dropshot $AUU breaks above resistance with volume, Results expected at any time from $AEM drilling at their Nunavut property. $AEM earn-in will be 51% at the end of this round of drilling. http://cdn.ceo.ca/1cgme2b-auu050417.png+
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from #auu,
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@schischi Is $AEM still the frontrunner for $SBB ?
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 6 reports. View full report: SEDI:AEM
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 3 reports. View full report: SEDI:AEM
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@mountains_of_glory Natagou after-tax NPV-5 at $1100 gold is under $300mm USD. http://s2.q4cdn.com/795832262/files/doc_downloads/Fact_Sheet/2017/FS-March-2017.pdf All gold companies tend to be relatively expensive. If you want expensive, check out $AEM. But when your stock is relatively expensive it means you can effectively use it as currency to buy up more cheaply valued junior and exploration stories. The producer I like the most right now on a valuation level is $NSU. A pure precious metal story is always going to command a premium. Intriguing as well are $ASR and $CGG.
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from #smf,
SEDI_bot Agnico Eagle Mines Limited $AEM just filed 6 reports. View full report: SEDI:AEM
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@Excelsior I'll just repost it (see page 8): http://www.goldenvalleymines.com/investors/presentations/GZZ-January2017_v1_EN.PDF $GZZ owns ~49% of Abitibi Royalties (TSXV:RZZ) - $RZZ owns royalties on parts of the Canadian #Malartic Mine, including a 3% #NSR on Odyssey North - $AEM and $YRI had an exploration budget of C$13.5 million for 2016 -Resource on Odyssey expected by early 2017 - $GZZ owns 4,148,374 shares of $SOI Sirios Resources Inc. w/ a 2.5–4% #NSR on the Cheechoo Prospect *Active Joint Ventures -Lac Barry with $BTR BonTerra (now they'll need to add the $AZX and $KZZ JVs as well) *Share ownerships -49.4% of $RZZ (5,605,246 shares) -60% of $KZZ (7,763,634 shares) -4% of $SOI (4,148,374 shares -22.4% of $VZZ (4,170,910 shares) $VZZ did own 21% of $LEX, so not sure if that is being swapped for shares of $MUX now that Rob is taking over $LEX. It's all so entangled and hard to keep up with. > > Lexam VG Share Owners Approve the Acquisition by McEwen Mining  https://ceo.ca/@marketwired/lexam-vg-share-owners-approve-the-acquisition-by-mcewen ** I still believe $OR may use $GZZ as a back door into getting at that 3% #NSR on Odyssey, and there is little $RZZ could do about it.
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@MiningBookGuy RE-POST #MIF with tags + comments: MIF May 2017: Joe Mazumdar - Too Big to Fail? A Review of Major Gold Producers https://www.youtube.com/watch?v=pq_bTVsJlDc+ @JMNorthShore #Majors $ABX $NEM #Newmont $GG $NCM.AX $AEM $K $AUY $YRI $ELD $IMG Honestly this was a bit too much to take in, and I'll need to watch again. I will look at the article it's based on, which is free (awesome!): https://explorationinsights.com/pebble.asp?relid=244788 Conclusions and relation to juniors is very interesting. Makes more sense as to why $AEM is getting a big premium these days. Good promo for #ExplorationInsights from Joe at #MIF! #mbgtrends
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from #mbgtrends,
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@Samson @LucTenHave Regarding $pa's management, I am not sure. I used to hold shares of SOL. While the company was sold to $AEM, I think the price tag and the timing was a little poor and I don't think many shareholders made money
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@schischi Who will be the buyer ? Still $AEM ?
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from #sbb,
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@dirkdiggler This could be a repeat of Gold Eagle: $AEM took a large position in GE's 'Bruce Channel' deposit which was soon followed by an all-out takeover by $G. $NEM's move on $CNL might just prompt a similar reaction from a resource starved predator lurking in the shadows. Time to come into the light ya big bully!
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 10 reports. View full report: SEDI:AEM
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 3 reports. View full report: SEDI:AEM
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 18 reports. View full report: SEDI:AEM
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@marketwired Kinross announces vend-in of Yukon property to create White Gold Corp. strategic alliance @marketwired/kinross-announces-vend-in-of-yukon-property-to-create $K $KGC.US $WGO $AEM $AEM.US #news/mining #news/gold
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from #newsroom,
SEDI_bot Agnico Eagle Mines Limited $AEM just filed 3 reports. View full report: SEDI:AEM
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from #insiders,
SEDI_bot Agnico Eagle Mines Limited $AEM just filed 18 reports. View full report: SEDI:AEM
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from #insiders,
SEDI_bot Agnico Eagle Mines Limited $AEM just filed 9 reports. View full report: SEDI:AEM
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@nobshere $AEM ...what a thoroughbred !!
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@ivopashov There is some speculation that $AEM can outbid $ELD for $ICG. What i am thinking is something else. Why would $AEM buy $ICG for over CAD $ 590 mln when they have $AZX comfortably sitting there in the middle of the action with CAD $ 40 mln CAP (15 times less)? Yes, $ICG has the mill but $AEM does not need it. That's why they bought Akasaba West right in the middle of $AZX property, to utilize their existing mills. "We acquired the Akasaba West gold-copper deposit in 2014. Located less than 30 km from Goldex, the deposit could create flexibility and synergies for the Company's operations in the Abitibi region by utilizing extra milling capacity at both Goldex and LaRonde, while reducing our overall costs." They have more mills than they need already. What is more, $AZX mineralization is no stranger to $AEM. Here is what $AEM say about the mineralization of Goldex property which is just a few km away: "Goldex is a large, relatively low-grade body defined by the intensity of stockwork veins and gold grades rather than by individual veins." And another thing, many people cite here the hundreds of millions of shares that $AZX has. However, how many shares does $ICG have and was that a problem for a takeover bid?
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from #azx,
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@alexisa @ivopashov Ok for $AZX. Why wouldn't $AEM want to buy out $RDS closer to their Laronde mill instead? Smaller land package but still host a decent resource around 6.5 g/t Au. Based on their recent drill results seems like it's groing...I know they have 2 drills active at O'Brien and only 107M shares outstanding.
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from @ivopashov,
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@ivopashov @alexisa, don't know much about $RDS but $AEM is a > $15 billion CAP company and can snap up a lot of companies with such caps as $AZX and $RDS, so why not.
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from #azx,
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@Onlyflaws @ivopashov Depends if $AEM has money left after buying $GQC for couple of hundred million. :) just kidding... its guessing game but I also think $AZX has a good chance to be acquired.
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from #azx,
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@drezinho Buy the asset, boot the mngt if needed, particularly if $aem or other eventual buyer intends to build a mine.
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@ivopashov @Onlyflaws i would like to see $GQC taken over by $AEM as i like that story too. However, most takeovers are not 100% cash and $AEM can use shares for that which is a huge leverage for them.
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from #azx,
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@ivopashov What is not to like about $GQC? They have the advanced Romero project that bears ~ C$260 mln NPV after tax with 28% IRR @ $1300 gold. Still very economical with $1200 gold. So downside should be limited. On the other hand, it seems that the valuable land package they are sitting on is starting to pay off with Cachimbo emerging as a second discovery. When you have discoveries one close to the other, Ozs in the ground immediately jump as you realize economies of scale and costs go down. So i agree with @LucTenHave that $AEM are in for the exploration upside. They like to operate many deposits within a few km stretch. Just see their Quebec operations. What is more $AEM is a very high quality company and great project validator.
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SEDI_bot Agnico Eagle Mines Limited $AEM just filed 6 reports. View full report: SEDI:AEM
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@MiningBookGuy Exclusive: Mexico owes Canada miners over $360 million, led by Goldcorp - documents http://www.reuters.com/article/us-mexico-mining-tax-exclusive-idUSKBN18Z15Z $G #Mexico #Canada "Mexico's tax agency is holding over $360 million in tax rebates owed to six Canadian miners, including $230 million to Goldcorp Inc, according to sources and official documents seen by Reuters, escalating the situation into a showdown between the Mexican government and Canadian mining firms operating there." Also $TXG $MUX $EDR $AGI $AEM listed in the article.
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@ekim NIRB feeling a bit overwhelmed? This is from a document a couple of days ago: "The project proposal is currently with the Board for its decision-making; however due to the high volume of screenings currently before the Board and limited availability resulting from continued board member vacancies, additional time is required to complete the decision-making for this file." $AEM $SBB #Maryriver $NXN $PGD
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@MiningBookGuy @tommy RE: https://ceo.ca/f?ecaf869a0980 - good details in your post. however, i take some issue with the following quote: "So we have short term pain in the share price with the financing at about 24% discount to market. This is a standard TSXV discount although surely disappointing to existing longs." $AEM made strategic investments into $OOO and $GQC at significant premiums earlier this year: @marketwired/otis-announces-strategic-investment-by-agnico-eagle @marketwired/goldquest-announces-c22860000-strategic-investment Now you might be correct that ~24% is a standard discount for the TSXV. But seeing examples like these 2 just further emphasizes the pain for a typical CEO.CA retail shareholder (like myself... though I don't own shares in $F, it feels like it's immediately going to trade down and I'm glad I don't own right now) Anyway, these $AEM deals might be unusual and a poor comparison being a 'different type' of a deal. But just adding some context for my original opinion. I appreciate all the other opinions presented on this as well. *Disclosure - I do not currently own shares in $OOO, and I do own some shares in $GQC @fscwire/fiore-and-grp-minerals-to-combine-to-create-fiore-gold
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@ekim Sweet deal by KIA and $AEM just announced -- http://www.nunatsiaqonline.ca/stories/article/65674nunavut_inuit_org_signs_benefits_bonanza_with_agnico_eagle_gold_mine/ I would be smiling too if I had a $6.5 million cheque handed to me as well.What stands out to me in the article is the 1.4% net smelter return on production.With the apparent transparency of this deal....it will no doubt tried to be imitated for $SBB IIBA. Put it in the economics now and see what effect it has. 
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anonymous This is an interesting AEM 9.9% target, as just posted on OOO site: PI Financial INITIATING COVERAGE June 15, 2017 OTIS GOLD CORP. (V-OOO) $0.29 RATING: BUY TARGET: $0.60 (initiating) Kilgore: No Small Potatoes in Idaho Otis Gold Corp. is a Canadian based exploration company with four projects in Idaho, including its flagship Kilgore project and the exploration stage Oakley project. The 100% owned Kilgore Project is an open pit, heap leach gold project with a NI 43-101 compliant global (indicated+inferred) resource estimate (2012) of 820,000 ozs at 0.54 g/t Au. The current resource estimate does not include drill results from 2012 to 2016. Many of these holes encountered mineralization in a previously untested formation (Aspen Formation). Mineralization in this formation is in places higher grade than the overlying volcanics. Results from this drilling have included: 94.5 metres grading 4.21g/t Au, 30.5 metres grading 5.37 g/t Au and 85.4 metres grading 2.5g/t Au. For drilling Otis conducted in 2015 and 2016, we calculate an average mineralized intercept of 65m at a weighted average grade of 1.57g/t (27 holes), well above the grade of the current resource estimate. An updated resource is expected in the third quarter of 2017 which will include the drilling conducted since 2012. A minimum of 8,000m of drilling is planned at Kilgore to commence in late-July with the objective of following up on the 2016 program that consisted of drilling, ground geophysical surveys and soil geochemistry. Agnico Eagle acquired 9.95% (14.42m shares) of Otis through a private placement on Feb. 24, 2017 at a price of $0.35 per common share for gross proceeds of C$5.05m. The Kilgore project is at an inflection point. Recent drilling success, including positive results in the Aspen Formation, we feel are set to increase the project’s resource base materially with the upcoming resource update (Q317). In addition, these previous results, combined with drilling scheduled to start at the project in July, in our view has the potential to increase the global project resource base to ~1m ozs at higher grades than current NI 43-101 resources (we model 0.82g/t in ourDCF model, versus 0.54g/t in current global resources). Over the next year, we expect that Kilgore will transition towards being viewed by investors as a low capital heap leach project. Given the project’s location in Idaho and recent M&A activity in the sector (Exeter, Integra, IAMGOLD’s Cote project), we expect this advancement of Kilgore to result in positive share price performance for Otis. We are initiating coverage of Otis Gold Corp. with a BUY rating and C$0.60 target price based on our 8% DCF for Kilgore.
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