Recommendations
Most Recent
Thesis Gold Inc.
Haywood Securities (1/15/25) "TAU's Lawyers Ranch offers near-term catalysts driving value in 2025."
Western Exploration Inc.
Fundamental Research Corp. (1/13/25) "WEX's final two holes of 2024 drilling returned high-grade intercepts."
Perpetua Resources Corp.
Jay Taylor, Hotline (1/10/25) "PPTA is one of the best evolving gold miners covered in this letter."
Thesis Gold Inc.
Jay Taylor, Hotline (1/10/25) "TAU engaged two companies to complete a PFS on Lawyers Ranch."
Dolly Varden Silver Corp.
Austin Meadows, Crux Investor (1/10/25) "DV currently hosts Indicated resources of 35 Moz Ag and 166 Koz Au."
Base Metals
Dolly Varden Silver Corp.
Stuart McDougall, Research Capital Corporation (1/7/25) "DV once again extended the Wolf vein system at its Kitsault Valley."
Dolly Varden Silver Corp.
Marcus Giannini, Haywood Securities (1/7/25) "DV's high-grade endowment is an increasingly attractive target."
MAG Silver Corp.
Ventum Capital Markets (12/17/24) "Only 5% of MAG's Juanicipio properties has been explored to date."
MAG Silver Corp.
Chen Lin, What Is Chen Buying? What Is Chen Selling? (12/6/24) "In silver, I have MAG."
Seabridge Gold Inc.
Taylor Combaluzier, Red Cloud Securities (11/26/24) "SEA has spent CA$444M on the KSM project."
Critical Metals
Perpetua Resources Corp.
Heiko Ihle, H.C. Wainwright & Co. (1/7/25) "PPTA's Stibnite has reserves of 4.8 Moz gold and 148 Mlb antimony."
Perpetua Resources Corp.
Mike Kozak, Cantor Fitzgerald (1/6/25) "The ROD is the most important derisking milestone in PPTA's history."
Perpetua Resources Corp.
Mike Niehuser, ROTH Capital Partners (1/6/25) "We believe PPTA will receive the remaining permits [for Stibnite]."
Perpetua Resources Corp.
Michael Parkin, National Bank of Canada (1/5/25) "We expect PPTA's share price to outperform peers on the ROD news."
Perpetua Resources Corp.
Jay Taylor, Hotline (12/13/24) "PPTA and Sunshine could produce up to 40% of U.S. antimony demand."
Gold
Thesis Gold Inc.
Haywood Securities (1/15/25) "TAU's Lawyers Ranch offers near-term catalysts driving value in 2025."
Western Exploration Inc.
Fundamental Research Corp. (1/13/25) "WEX's final two holes of 2024 drilling returned high-grade intercepts."
Perpetua Resources Corp.
Jay Taylor, Hotline (1/10/25) "PPTA is one of the best evolving gold miners covered in this letter."
Thesis Gold Inc.
Jay Taylor, Hotline (1/10/25) "TAU engaged two companies to complete a PFS on Lawyers Ranch."
Dolly Varden Silver Corp.
Austin Meadows, Crux Investor (1/10/25) "DV currently hosts Indicated resources of 35 Moz Ag and 166 Koz Au."
PGM - Platinum Group Metals
Metallic Minerals Corp.
Couloir Capital (10/25/24) "MMG should complete an updated resource estimate on La Plata by Q4/24."
Stillwater Critical Minerals Corp.
Chris Temple, The National Investor (5/16/22) "We have a Buy recommendation on PGE."
Stillwater Critical Minerals Corp.
Brien Lundin, Gold Newsletter (Jefferson Financial) (7/29/21) "PGE is now drilling the Chrome Mountain target at Stillwater West."
Stillwater Critical Minerals Corp.
Brien Lundin, Gold Newsletter (Jefferson Financial) (7/1/21) "PGE's Stillwater West project will see 10,000m of drilling this year."
Stillwater Critical Minerals Corp.
Brien Lundin, Gold Newsletter (Jefferson Financial) (5/27/21) "PGE thinks it can add rhodium to Stillwater West's resource estimate."
Silver
Western Exploration Inc.
Fundamental Research Corp. (1/13/25) "WEX's final two holes of 2024 drilling returned high-grade intercepts."
Dolly Varden Silver Corp.
Austin Meadows, Crux Investor (1/10/25) "DV currently hosts Indicated resources of 35 Moz Ag and 166 Koz Au."
Sierra Madre Gold and Silver Ltd.
Oliver O'Donnell, VSA Capital (1/10/25) "SM achieved full commercial production after 90 days at 500 tpd."
Western Exploration Inc.
Brien Lundin, Gold Newsletter (Jefferson Financial) (1/10/25) "WEX's hole 461 cut 1.53m of 20 g/t Au eq at Aura's Jarbidge rhyolite."
Seabridge Gold Inc.
Red Cloud Securities (1/7/25) "Our higher gold and silver price assumptions increased our target on SEA."
