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@Excelsior #PRECIOUSMETALS #PROSPECTGENERATOR Dirty Dozen Top OTC Gainers today Fed Blather wrap up Precious Metals - Prospect Generators Symbol % Chg BRAVADA GOLD CORP $BGAVF 19.82% AVRUPA MINERALS LTD $AVPMF 10.84% OSISKO MINING INCORPORATED $OBNNF 10.65% GLOBEX MINING ENTERPRISES INC $GLBXF 7.70% MIRASOL RESOURCES LTD $MRZLF 7.56% EURASIAN MINERALS INC $EMXX 6.86% AURICO METALS INC $ARCTF 5.56% ABITIBI ROYALTIES INC $ATBYF 4.85% RENAISSANCE GOLD INC $RNSGF 4.60% FIRST MINING FINANCE CORP $FFMGF 4.35% MIDLAND EXPLORATION INC $MIDLF 4.20% MILLROCK RES INC $MLRKF 4.10% #INDEX
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@Excelsior #Royalty #ProspectGenerator #drillplays #ABITIBI $GZZ $RZZ $VZZ $AEM $AUY Quebec’s Emerging Minerals Masters October 11, 2016 By Thom Calandra "The zed-complex, GZZ (Golden Valley Mines) and RZZ (Abitibi Royalties) being the two best known of Mr. Mullan’s 5-year gambit on under-appreciated Malartic-area rock and soils, have royalty and contractual ties to Canadian Malartic’s two blue-chip owners. The next stock-burst of the two companies’ market-priced parabolas might happen when Agnico-Eagle and Yamana Gold release drill assays from the Odyssey Zone, a swatch of #gold whose 2 million to who knows, 4 million ounces of 2-gram gold is more than 1-gram better than Canadian Malartic Mine’s tonnage." "Those assays, we hear from Agnico-Eagle and joint venture partner Yamana Gold, could come by December 2016. RZZ (Abitibi Royalties) and its parent Golden Valley Mines (GZZ Canada ticker) and their shareholders will be watching closely when Canadian #Malartic operators Agnico-Eagle and Yamana reveal more data from that already documented rich zone. No teasing there as further Odyssey Zone drilling data could spark a takeover of well endowed Abitibi Royalties." http://thomcalandra.com/quebecs-emerging-minerals-masters/
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from ~royaltiesandstreams,
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@JamesKwantes Past is present for Yukon project generator $SMD @jameskwantes/past-is-present-for-yukon-project-generator CEO Doug Eaton staked the Salloon project decades ago but the company that held the claim let it lapse. Strategic snapped it up and hit 30.23 metres grading 128.46 g/t silver and .40% copper. Two large adits on the property (circa Klondike Gold Rush) suggest there's more good stuff underground, too #prospectgenerator
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from @jameskwantes,
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@martin I see Mark Brown has reported purchasing about 500,000 shares of $avu the last few months. Kudos to him for showing that kind of confidence! Altius has been selling a lot of shares lately, but most of this overhead is gone and the path is clear for Avrupa to move up to a higher valuation. The Slivovo drill results are very good with an expansion of the mineralized zone and three holes finding mineralization deeper than previously found, including one ending in mineralization. The ground faults in the area have displaced the mineralization making it harder to piece together. There is potential for this sytem to be quite a bit larger than the current 100,000 oz resource. Avrupa's share of Slivovo can be diluted to 15%, or 10% with a 2% NSR by Byrnecut. I feel that this prospect of a greater resource at Slivovo justifies the current share price. That's without considering the very prospective ground in Portugal. Unfortunately, both of their JV partners in Portugal have been stalled out due to financial issues. It sounds like some of this is getting sorted out. #prospectgenerator
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@BS Big upmove today in $RVL Revelo Resources Corp, on pretty heavy volume (for this thinly traded #prospectgenerator ). Good news coming?
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@Newton $an staying active here! Maybe not the stock, but the company is. #prospectgenerator in #elephantcountry. #copper. Big partners remain despite some recent give-backs iirc.
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@JamesKwantes Agree @Daniel, $AN corporate presentation also very outdated #prospectgenerator
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from #an,
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@Excelsior #Royalty #ProspectGenerator #GOLD #ABITIBI $RZZ $ATBYF $GZZ $GLVMF $AUY Abitibi Royalties News Release Update on Investment Portfolio VAL-D’OR, QUÉBEC–(Marketwired – Oct. 19, 2016) “Abitibi Royalties Inc. $RZZ $ATBYF announces that Yamana Gold Inc. $AUY has recently disclosed that its wholly owned subsidiary, Brio Gold Inc., has filed a preliminary prospectus with the securities regulatory authorities in each of the provinces and territories of Canada in connection with qualifying a secondary offering of Brio Gold common shares held by Yamana, which will be transferred to purchasers through and subject to the exercise of purchase rights.” [as a reminder Golden Valley Mines $GZZ $GLVMF owns half of Abitibi Royalties so it’s good for them too] http://www.marketwired.com/press-release/abitibi-royalties-news-release-update-on-investment-portfolio-tsx-venture-rzz-2167892.htm
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from ~royaltiesandstreams,
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@martin There is no discussion yet on the Pamlico acquisition so I'll get it started. This is now the $CMJ flagship property. Bob Carrington, CEO, is quite familiar with Nevada. Pamlico belonged to a friend of his father who had to sell for health reasons. The Pamlico property has seen artisanal mining since 1884 and has for the most part been privately owned the entire time. There are over 100 high grade, but narrow, veins that have seen some level of mining. There has been limited mapping, and less than 100 drill holes. The metallurgy appears to be simple, with gravity recovery a possibility. Klondex is successfully operating the Fire Creek and Midas mines in the area which may be a good analog to what CMJ can do. Klondex also has a mill about 30 miles away for which they need additional feed. CMJ is seeking JV partners. They have not paid executives any compensation since 2014 as they have limited financial resources. Market cap is $8.7M. This looks like a fresh story with potential. #prospectgenerator
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from #cmj,
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@martin @luctenhave The May PP shares just became free trading. Not a lot of excitement this summer with $GMX, but lots of good properties. This seems like good value. #prospectgenerator
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from #gmx,
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@Excelsior @zartceps Here are a few #ProspectGenerator companies that have some exposure to other commodities like Copper, Zinc, Lead, Silver, Coal, etc... beyond just the Gold: AVRUPA MINERALS LTD $AVPMF $AVU AZIMUT EXPLORATION $AZMTF $AZM CARTIER RESOURCES $ECRFF $ECR CARUBE COPPER CORP $CARCF $CUC EURASIAN MINERALS INC $EMXX $EMX GLOBEX MINING ENTERPRISES INC $GLBXF $GMX LARA EXPLORATION $LRAXF $LRA MIDLAND EXPLORATION $MIDLF $MD MILLROCK RESOURCES $MLRKF $MRO MIRASOL RESOURCES $MRZLF $MRZ MORIEN RESOURCES $APMCF $MOX RIVERSIDE RESOURCES $RVSDF $RRI SOLITARIO EXPLORATION & ROYALTY CORP $XPL $SLR STRATEGIC METALS LTD $SMDZF $SMD TRANSITION METALS CORP (NEW) $TNTMF $XTM VISCOUNT MINING $VLMGF $VML
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from #index,
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@Excelsior Here is an update to the full list of Metals focused #ProspectGenerator & #Royalty companies. I realize there are some Oil & Gas & Uranium P.G.s but this list was filtered to metals and mining extraction. Prospect Generators & Royalty Companies Symbol - US Symbol - Canadian ABITIBI ROYALTIES INC $ATBYF $RZZ ALMADEX MINERALS LTD $AXDDF $AMZ ALTIUS MINERALS CORPORATION $ATUSF $ALS ANGKOR GOLD CORP $ANKOF $ANK ANGLO PACIFIC RESOURCES PLC $AGPIF $APY ARENA MINERALS INCORPORATED $AMRZF $AN AURICO METALS INC $ARCTF $AMI AURION RESOURCES LTD $AIRRF $AU AVRUPA MINERALS LTD $AVPMF $AVU AZIMUT EXPLORATION $AZMTF $AZM BENTON RESOURCES $BNTRF $BEX BRAVADA GOLD CORP $BGAVF $BVA CALIBRE MINING CORP $CXBMF $CXB CANASIL RESOURCES $CNSUF $CLZ CARTIER RESOURCES INC $ECRFF $ECR CARUBE COPPER $CARCF $CUC COLOMBIAN MINES CORPORATION $CMBPF $CMJ COMMANDER RESOURCES $CMDRF $CMD EAGLE PLAINS RESOURCES LTD $EGPLF $EPL EROS RESOURCES CORPORATION $BPUZF $ERC EURASIAN MINERALS INC $EMXX $EMX EVRIM RESOURCES CORP $EMRRF $EVM FIRST MINING FINANCE CORP $FFMGF $FF GLOBEX MINING ENTERPRISES INC $GLBXF $GMX GOLDEN VALLEY MINES LTD $GLVMF $GZZ GUNGNIR RESOURCES INC $ASWRF $GUG IDAHO NORTH RESOURCES CORP $IDAH KISKA METAL CORPORATION $KSKTF $KSK LABRADOR IRON ORE COMPANY $LIFZF $LIF LARA EXPLORATION LTD $LRAXF $LRA MARLIN GOLD MINING $MLNGF $MLN MEDGOLD RESOURCES CORP $MED MIDLAND EXPLORATION INC $MIDLF $MD MILLROCK RES INC $MLRKF $MRO MIRANDA GOLD CORP $MRDDF $MAD MIRASOL RESOURCES $MRZLF $MRZ MORIEN RESOURCES $APMCF $MOX NORTHERN EMPIRE RESOURCES CORP $PSPGF $NM OSISKO MINING INCORPORATED $OBNNF $OSK RAINY MOUNTAIN ROYALTY CORP $RMNXF $RMNXF RENAISSANCE GOLD INC $RNSGF $REN REVELO RESOURCES CORP $INCKF $RVL RIVERSIDE RESOURCES INC $RVSDF $RRI SECOVA METALS CORP $SEKZV $SEK SILVER RANGE RESOURCES $SLRRF $SNG SOLITARIO EXPLORATION & ROYALTY CORP $XPL $SLR STRATEGIC METALS LTD $SMDZF $SMD TERRACO GOLD CORPORATION $TCEGF $TEN TRANSITION METALS CORP (NEW) $TNTMF $XTM TEUTON RESOURCES $TEUTF $TUO TYPHOON EXPLORATION INC $TYPFF $TYP VISCOUNT MINING CORP $VLMGF $VML Please post if there are other companies that you feel should be on this list or comments on companies you like, why you like them, and any other support info that would help investors here on CEO.
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@Excelsior @Goldfinger - I'm late getting on here today but you've had a lot of great comments. However, $NMX $NMKEF Nemaska Lithium is not a #Lithium #Producer yet and they are still a #Development stage company. http://www.nemaskalithium.com/assets/documents/docs/Nemaska%20Lithium%20Corporate%20Presentation%20Aug%202016%20web.pdf $GALXF $GXY.AX Galaxy Resources, $OROCF $ORL Orocobre, and the newest production source the JV with $MALRF $MIN.AX Mineral Resources, Ganfeng, and $RRSSF $NMT.AX NeoMetals are the only pure lithium #Production plays outside of the Big 4 (Albemarle/FMC/SQM/Ganfeng). $NMX , $LAC $LACDF , and $PILBF $PLS.AX are the 3 most advanced LI development companies though. As for $EMXX $EMX Eurasian Minerals - their Royalty payments are funding much of their expansion. They have a #ProspectGenerator model (where other companies pay to play and do the exploration work) and this model generates #Royalty income when they retain the NSR on the projects they option out to others. Eurasian may not have to raise money any longer, on a move forward basis, as they have more royalties coming on line soon. http://www.eurasianminerals.com/i/pdf/presentation.pdf
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@Excelsior #Korelin Economics Report #Gold #Silver #ProspectGenerator #Royalty #Index INSIGHTS INTO STRATEGIC METALS – A LARGE LAND PACKAGE IN THE YUKON "Exclusive coverage from the New Orleans Investment Conference. Cory Fleck attended the show again this year and sat down with a number of Keynote speakers and exhibiting companies." "In this interview Cory sat down with Doug Eaton, President and CEO of Strategic Metals Inc. $SMD & $SMDZF . This Company interested me because of the low burn rate and large number of properties that are available to be optioned or joint ventured out. With over 122 properties when the interest comes back into the #Yukon I will be expecting this stock to run." http://www.kereport.com/2016/11/01/insights-strategic-metals-large-land-package-yukon/ Strategic Metals Corporate Presentation - October 2016 http://www.strategicmetalsltd.com/assets/docs/Presentation-Oct-2016.pdf
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from ~prospectgenerator,
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@Excelsior Update: TCR Network’s Zed-Letter Day ~Royaltiesandstreams November 1, 2016 By Thom Calandra #Royalties #ProspectGenerator $RZZ $ATBYF $GZZ $GLVMF "Those that make the grade in this report card, with Monday events to boot: Golden Valley Mines and its winning Abitibi Royalties, part of Glenn Mullan’s zed-complex — $GZZ, $RZZ and three other Quebec explorers, stakers and royalty companies." "The RZZ, Abitibi Royalties, is likely to see greater and greater #royalty payments from the northern section of Odyssey Zone at Canada’s largest gold mine, Malartic, rise sharply in coming months. Royalties in the mining sense are usually net smelter returns that send cash to the royalty holders for a processed product, usually gold, or silver, or copper." "Please read the latest RZZ report out Monday; I spent part of last week with Mr. Mullan. His appointed CEO, Ian Ball, will be updating Abitibi’s many moving Quebec parts tomorrow in the BNN business network — Canada TV. Last time he did, the RZZ stock roared. UPDATE: Ian Ball’s Interview Boosts Shares Tuesday:" "...in particular GZZ, owner of 54 percent (with board ownership so as to avoid a repeat of a hostile cheap bid the likes of which happened to Glenn Mullan seven or eight years ago with Canadian Royalties) of RZZ, have millions of shares of big and small companies (such as Sirios Resources) in the treasury — along with about 70 fully claimed and staked concessions across Quebec and Ontario. The cash and Alnico-Eagle and Yamana shares total about $50 million for the $100 million market cap Abitibi Royalties. (CAD)" Zed-Letter Days "At some point soon, Agnico-Eagle and/or Yamana could purchase all of RZZ for twice its current worth or more, and than cancel the shares of AEM and AUY that RZZ owns. Meantime, GZZ will start shifting many of its 75-odd property concessions to VZZ (Uranium Valley Mines). If you can buy any of these without moving the price — except oddly for the most valuable one, Golden Valley Mines, the GZZ mother-ship — do it: GZZ, RZZ, KZZ, VZZ and the newest, JZZ, called Cleghorn Minerals. I am an active buyer of GZZ, RZZ and if I can find them, VZZ (which will be the general prospector as Golden Valley Mines becomes a holding company with securities of Quebec, Ontario and other miners and prospectors." "Once again, the 3 percent royalty on the Odyssey Zone at Malartic could produce $50 an ounce for each once of gold mined on Odyssey Zone property. Yamana Gold has 9 drill rigs working that zone, making it one of the most active exploration projects in Canada. Potential buyers of Abitibi Royalties: Sandstorm, Franco-Nevada, Yamana, Alnico-Eagle, even Silver Wheaton." http://thomcalandra.com/goldenvalley/
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from ~royaltiesandstreams,
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@Excelsior EXCLUSIVE UPDATE FROM FIRST MINING FINANCE $FF #ProspectGenerator ~Prospectgenerator #Index #Gold #Silver #Korelin Economics Report "After getting an update from the guys over at First Mining Finance in New Orleans I wanted to bring on the President Patrick Donnelly to share the direction the Company is taking in 2017. After acquiring a wide range of properties over the past two years the Company is going to undertake a drill program of around 25,000 meters in total. Listen in to find out the properties they are focusing on and what they hope to prove out." - Cory Fleck http://www.kereport.com/2016/11/11/exclusive-update-mining-finance/
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from ~prospectgenerator,
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@Excelsior Substantial Upside In Globex Mining Enterprises $GMX $GLBXF By Ben Kramer-Miller ~prospectgenerator #Royalty #ProspectGenerator https://miningwealth.com/substantial-upside-in-globex-mining-enterprises/ Jack Stoch, CEO of Globex Mining Enterprises Inc., talks Acquiring Geological Assets for ResellJasyn Blair August 2, 2016 https://upticknewswire.com/jack-stoch-ceo-of-globex-mining-enterprises-inc-talks-acquiring-geological-assets-for-resell/ $GMX Globex Options Montalembert High Grade #Gold Property Québec, Canada. GLOBEX MINING ENTERPRISES INC. http://globexmining.com/staging/admin/news_pdfs/11-17-16%20Montalembert_Option%20Natan.pdf Here is a good $GMX weekly chart created by my buddy Matthew over at the KER: http://stockcharts.com/h-sc/ui?s=GMX.TO&p=W&yr=2&mn=11&dy=22&id=p60035671579&a=448760625
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from ~prospectgenerator,
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@Excelsior @EvenPrime - I agreed with some of the points in the $AMI article; that their identity would be a bit more clear to the investing community if they focused on just being a #royalty company. I don't mind some exploration work being done on prospective projects, but they've been churning through their revenues chasing this Kemess project, and it may not be the best course forward. Their #prospectgenerator strategy of JVing their projects out to other companies and retaining the Net Smelter Royalties would complement the royalty base they already have under their umbrella, and they'd quit liquidating those revenues from royalties on Kemess. If they feel strongly about the merits of Kemess then like @PamplonaTrader mentioned, spin it out, or JV it to another developer for the royalty..... then move forward growing their asset base.
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from ~royaltiesandstreams,
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@Excelsior $AMI AuRico Metals to Acquire $KSK Kiska Metals Dec. 22, 2016 /CNW/ - "Under the terms of the Agreement, the holders of common shares of Kiska, other than AuRico, will receive approximately: (i) 0.0667 of an AuRico common share, plus (ii) C$0.016 in cash for each Kiska Share held. Based on AuRico's December 22, 2016 closing share price, the Arrangement values the Kiska Shares at approximately C$0.078 per share. The total value of this Arrangement is approximately C$9.6 million. The number of AuRico Shares to be issued as part of the Arrangement is approximately 8.2 million, assuming conversion of Kiska's in-the-money options and warrants, representing approximately 5.5% of the current issued and outstanding AuRico Shares...." #TakeOver #Merger #Gold #Royalties #ProspectGenerator ~royaltiesandstreams http://www.newswire.ca/news-releases/aurico-metals-to-acquire-kiska-metals-607975676.html
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from ~royaltiesandstreams,
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@Excelsior $XTM $TNTMF Transition Metals INC.- Scott McLean Swiss Mining Institute - #Video #Corporate Presentation (23/11/16) #ProspectGenerator #Gold #Copper #Platinum #Nickel #Zinc ~ProspectGenerator https://www.youtube.com/watch?v=jr7BJLPWHvs+
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from ~prospectgenerator,
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@Excelsior @nobshere - I like having exposure to $SNG through $SMD Strategic Metals #ProspectGenerator #Gold #Silver #Zinc #Lead Strategic's large portfolio of marketable securities provides upside exposure to several large exploration projects. Major shareholdings include: 8.3% interest in $ATC ATAC Resources Ltd., which is developing Canada's only Carlin-type gold district at its Rackla Gold Project in east-central Yukon; 41.4% interest in $RK Rockhaven Resources Ltd., which is advancing one of the highest grade gold deposits ever discovered in Yukon towards production; 33.4% interest in $PRG Precipitate Gold Corp., which is advancing their flagship Juan de Herrera project located within the emerging Tireo Gold Camp in the Dominican Republic; and **16.5% interest in $SNG Silver Range Resources Ltd., which currently owns 4 highly prospective zinc-lead±silver projects in Yukon Territory and several high grade gold projects located in NWT, Nunavut and Nevada. Check out the full list of equities that $SMD holds at this link #Impressive http://www.strategicmetalsltd.com/investors/stock-holdings
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from #index,
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@Excelsior @star20166 - I have exposure to $ATC through $SMD who has a nice stake in them but also exposure to dozens of other projects, as a #ProspectGenerator Here's a list of Strategic Metals share holdings in other companies: http://www.strategicmetalsltd.com/investors/stock-holdings
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from #index,
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@Excelsior Nice grades for $XTM $TNTMF on those surface samples. #ProspectGenerator
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from #xtm,
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@BS @Fischlaender that's why I was wondering. $SA was basically a #prospectgenerator, that became a holding company, with some small stakes, royalties, but mainly shares & cash. Their expertise is in early stage exploration, so they may go back to that now, with their focus not being on Japan or Indonesia any more. Any thoughts?
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from #index,
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@Excelsior @CriticalInvestor - Yes, as I mentioned Altius, Eurasian, and Abitibi Royalties/Golden Valley mines have paying #royalties up above, but many still consider them the prospect generator model, where they JV with other companies (and they aren't the ones doing the drilling or mine development) so that they get the royalty. Royalty companies are a bit nebulous as they are the result of spin outs, or properly execution of the prospect generator model. The end game of the prospect generators is to have a portfolio of Net Smelter Royalties, shares, or a percentage earn in. As for Aurico, many feel their pursuit of Kemess is the whole problem, and that they are veering from the model of acquiring more royalties and burning through all their incoming revenues from their royalty. I do agree that there are some #ProspectGenerator companies that have underperformed $GDXJ, but there are plenty of single asset companies that also underperformed that ETF, so I'm not sure what your point is.
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from ~mining syndicate,
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@Excelsior @CriticalInvestor - The #royalties are the result of JVing out their properties using the #ProspectGenerator model. That's why they do it - the prize is the #NSR or #Stock. Here is Eurasian Minerals that has rebranded as not a ProspectGenerator, but as a RoyaltyGenerator, but they are doing it using JVing out their properties. That's the point. #ProspectGeneration - A need for quality exploration projects worldwide is an opportunity for successful explorers, and EMX continues to generate compelling geologic targets. EMX acquires early-stage properties with unrecognized upside, advances the project, and then seeks partners with the insight and funding to further advance to discovery and onto production. Partners benefit from a flow of high quality greenfields projects managed by seasoned geologists with in-region expertise. Long term, the Company prefers to retain royalties on its discoveries by executing agreements where partners may earn a 100% equity interest with work commitments, milestone payments and annual advance royalty payments. This "organic" royalty pipeline provides the foundation for future cash flows to sustain the Company's growth over the long term." http://www.eurasianminerals.com/s/business-model.asp
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from ~mining syndicate,
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@Excelsior @CriticalInvestor - The #royalties are the result of JVing out their properties using the #ProspectGenerator model. That's why they do it - the prize is the #NSR or #Stock. Here is Eurasian Minerals that has rebranded as not a ProspectGenerator, but as a RoyaltyGenerator, but they are doing it using JVing out their properties. That's the point. #ProspectGeneration - A need for quality exploration projects worldwide is an opportunity for successful explorers, and EMX continues to generate compelling geologic targets. EMX acquires early-stage properties with unrecognized upside, advances the project, and then seeks partners with the insight and funding to further advance to discovery and onto production. Partners benefit from a flow of high quality greenfields projects managed by seasoned geologists with in-region expertise. Long term, the Company prefers to retain royalties on its discoveries by executing agreements where partners may earn a 100% equity interest with work commitments, milestone payments and annual advance royalty payments. This "organic" royalty pipeline provides the foundation for future cash flows to sustain the Company's growth over the long term." http://www.eurasianminerals.com/s/business-model.asp
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from ~mining syndicate,
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@BS #prospectgenerator $an catching a bid after yesterday's good news: one JV partner adding a second rig, the other showing promising drill results
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from #index,
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@Excelsior There were a number of intriguing comments on the blog yesterday regarding the #ProspectGenerator business model, so it only seemed fitting to aggregate them here in the ~prospectgenerator panel. Good thoughts and perspectives from everyone. ______________________________________________________________ @HRA-Coffin - "I don't dislike the prospect generator model really, I just don't think more than a handful of management groups can pull if off. I have followed Mirasol forever because I think they can and while I don't personally follow Eurasian they are another group that does it very successfully." from #index, 13 Apr 2017, 14:54 @Vaughan - " $als as well @HRA-Coffin" @HRA-Coffin - "Yes - though their biggest coup was, again, not prospect generation. It was listing a crappy uranium deal, riding the bubble then screwing over their partner by blowing all their paper off. It was the right thing to do - just not that nice. $ALS they are smart about getting into the right commodities at the right time too." 13 Apr 2017, 14:56 @TheDailyGold - "I have some strong opinions on P-Gens" 13 Apr 2017, 14:59 @TheDailyGold - "I think it is a great model for how to run an exp company" 13 Apr 2017, 15:00 @TheDailyGold - "but it is horrible for retail shareholders" 13 Apr 2017, 15:00 @TheDailyGold - "You can buy a pgen after the discovery and still make $$$" 13 Apr 2017, 15:02 @TheDailyGold - "but most of these companies really don't do anything...or at least do something that moves the share price" 13 Apr 2017, 15:02 @tommy - "Sooner or later the prospect generators have got to deliver ore grade and width intercepts... $AVU had sensational hit (SLV004 –126.5 meters @ 6.2 g/t gold; 15.0 g/t silver) at Slivovo in Kosovo a couple of years ago. Unfortunately tonnage was somewhat constrained. I'm going to get a better handle on the current portfolio next week." @TheDailyGold - "@tommy It is just an overrated niche within the sector. The people who promote it are financing the companies which is fine. However, I don't see the merit to retail shareholders." from @thedailygold, 13 Apr 2017, 15:13 @lukejackson - "Disagree re: labelling all project generators as bad for shareholders. I think certain projects aren't fit to be drilled by juniors - ie lower grade bulk tonnage projects down in chile or Nevada. the model that $AN has going comes to mind. Good projects, good partners, cash upfront to stave off dilution. One drill hole can change everything, if you can get there with minimal dilution then leverage your share capital to drill other projects you're set. All about management I guess. Nobody finds $cgp to be unsexy now, right? " from #index, 13 Apr 2017, 15:55 @PamplonaTrader - " @TheDailyGold @HRA-Coffin @LukeJackson tier 1 discoveries work for any exploration model. $RMC Timok $CGP Cascabel #prospectgenerators" from #index, about 12 hours ago
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from ~prospectgenerator,
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@Excelsior Here is an updated 1 Year #chart of a few #ProspectGenerator / #Royalty companies that are more widely followed just to see if retail investors did have an opportunity to make money recently in this sub-sector. ~prospectgenerator $MRZ $RZZ $GZZ $ALS $EMX $AMI $SMD $GMX $MRO $MD http://stockcharts.com/freecharts/perf.php?MRZ.V,RZZ.V,GZZ.V,ALS.TO,EMX.V,AMI.TO,SMD.V,GMX.TO,MRO.V,MD.V&p=5&O=011000 _________________________________________________________________ As a shareholder of a few of these companies, I've been pretty happy overall, and didn't "lose my shirt" on any of them. The other thing that should be noted is that since they are more diversified, they may not have the upside of a single project #Explorer, but they don't have the downside risk if a company like that puts out dusters or just simply has an uneconomic project. Part of the blessing/curse of diversification is that it caps upside potential, but simultaneously reduces downside risk. They achieve a different place and purpose in one's portfolio. These companies are perfect #ProfitDumpsters = when you have a winning trade on a riskier miner, dump some of those profits in a #ProspectGenerator or #Royalty company or even a #streaming company for a less risky and more measured increase. Also, as @PamplonaTrader mentioned - $RMC Timok or $CGP Cascabel (and I'd add $KAM Kaminak & $KSK Kiska Metals to that list) can be great ways to play a #takeover. Those kinds of transactions do typically benefit shareholders [depending on when they got positioned in the stock].
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from ~prospectgenerator,
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@JamesKwantes Late on the #prospectgenerator discussion but $SMD one that does an exceptional job imo. Spinning out Trifecta soon to surface more value. And upside too - have a look at the chart back when $ATC had their big discovery in 2010-11
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@PamplonaTrader @Excelsior my point being a world-class discovery creates so much value it's able to transcend business models $MGA Arrow $RMC Timok $CGP Cascabel #prospectgenerator #incubator
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@Excelsior @PamplonaTrader - Yes, understood about the Tier 1 nature of deposits transcending business models and thus becoming highly sought after (however they are discovered & developed). The point I was making was that often the #ProspectGenerator exploration method (by having mulitple projects under JV agreements with other companies spending the money on #exploration to earn-in) will turn up one of these world-class properties and then the project or the company becomes a #takeover candidate. (like $RMC Reservoir or $KAM Kaminak and I'm sure $CGP Cornerstone Capital will be taken over at one point) The other exit scenario is that their JVing projects out to create a portfolio of #royalties makes them a #takeout prospect (like $KSK Kiska). The more general point being made was that investors can absolutely make nice returns in #prospectgenerators, either through the gradual value created by the royalties themselves and exploration going on in the land assets, or suddenly through the purchase of a project or an all out takeover.
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@Excelsior $EMX Eurasian Minerals could have a potential #Copper candidate in the works under their umbrella on their JV with IG Copper LLC as an example: "Malmyzh is a grassroots discovery that has rapidly developed into a world-class district-scale exploration project." http://www.eurasianminerals.com/s/strategic-investments.asp?ReportID=669933 ....Not to mention that they also have exposure to the Timok complex in Serbia from when they partnered with $RMC before $NSU took them over. ~ProspectGenerator Serbian Royalty Properties http://www.eurasianminerals.com/s/serbia.asp?ReportID=620563 _____________________________________________ #ProspectGenerator #Royalties #MIF January 2017: $EMX Eurasian Minerals Inc   - #CorporatePresentation  #Video https://www.youtube.com/watch?v=0-qN6su2mHc+ >> I also am curious about a few of the #Zinc projects in Eurasian portfolio (even though they are more known for #Gold and #Copper projects): * Gumsberg - Sweden  "EMX's 2016 reconnaissance diamond drilling targeted both exhalative-type lead-zinc-silver mineralization and replacement style zinc-lead mineralization developed in skarn and altered volcanic rocks." http://www.eurasianminerals.com/s/sweden.asp?ReportID=620449 * Balya - Turkey  "...drill programs have resulted in 190 core holes totaling more than 34,000 meters. This drilling has expanded the lead-zinc-silver mineralization in the Hastanetepe zone, and confirmed the continuity and tenor of the mineralization with in-fill holes at 25 to 50 meter spacing." http://www.eurasianminerals.com/s/turkey.asp?ReportID=619890   * Hardshell Skarn - Arizona "The Hardshell Skarn Project is located approximately 75 kilometers southeast of Tucson, Arizona within the Patagonia Mountains and adjacent to $AZ Arizona Mining's advancing Hermosa project (Zinc/Silver/Lead). The Project is comprised of 16 unpatented federal lode mining claims totaling approximately 279 acres and lies between the Sunnyside porphyry copper system (Regal Resources Inc.) to the west, the Hermosa project (AZ Minerals) to the east, and the historic Trench mine to the north." http://www.eurasianminerals.com/s/arizona-porphyries.asp?ReportID=744640
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@martin A six minute interview with the President of Avrupa, Paul Kuhn, has been posted. Paul says they are the leading prospect generator in Europe and are actively trying to raise their profile with European investors. The focus is on the Iberian Pyrite belt in Portugal. They recently announced a JV with OZ Minerals and are hoping to JV Mertola and Marateca. Colt's financial difficulties have prevented them from being active on Alvalade in 2016 but Paul hopes to have that project up and running in Q2. https://www.youtube.com/watch?v=SflF6JmaSGA+ $avu #prospectgenerator
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@Excelsior Haha - I know. The website isn't their forte, but they are great at the #ProspectGenerator model and generating #royalties. They are also greatly undervalued as a result of poor visibility. Investors love $RZZ but have no idea that $GZZ owns half of them, plus has all their other assets, and stakes in other companies.
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@Excelsior Allan - I know and agree. I posted their Jan 2017 #CorporatePresentation up above. They are likely revamping the website because they just closed 2 major transactions and had to do reshuffling of how the properties are now distributed. It's been a profitable #ProspectGenerator / #royalty company to invest in, but still the fact the $RZZ trades at premium to the mother ship is a bit of a mystery (since $GZZ essentially owns half, but has all the other upside with $SOI $BTR $AZX and $KZZ). ________________________________________ Here is a #Chart of some of the P.G.'s and Royalty cos, and you'll see it has done OK but the arbitrage with Abitibi is very intriguing at these levels. $MRZ $RZZ $GZZ $ALS $EMX $AMI $SMD $GMX $MRO $MD http://stockcharts.com/freecharts/perf.php?MRZ.V,RZZ.V,GZZ.V,ALS.TO,EMX.V,AMI.TO,SMD.V,GMX.TO,MRO.V,MD.V&p=5&O=011000
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