Joe Mazumdar
Member since: Mar '16
Editor & Analyst at
Exploration Insights

Latest Top Picks

(A Top Pick Oct 16/19, Down 28%) It is like everything that could go wrong did go wrong. Their Mexican mine did not meet guidance and did not generate enough free cash flow. Their 50% cash flow in a north Ontario deposit has had the partner cause a delay in the capital spending. They had to raise money for their joint venture in Nevada where it is accelerating in spending. It is highly levered.
(A Top Pick Oct 16/19, Down 2%) The big catalyst would be to have South 32 come on for them. The next big catalyst for them is to have the Ambler Road permitting exercise come through. They expect the decision in the next 6 weeks.
(A Top Pick Oct 16/19, Down 24%) It is a prospect generator in Chile and Argentina. Their enterprise value is very low. They have a very high working capital position. Their permitting on drilling is slower than anticipated.
They have a new president now and the mining minister in Guatemala has said he trying to sort this thing out in the next 90 days. It is the highest grade silver project out there. They just discovered a new deposit below one of their existing ones. (Analysts’ price target is $33.88)
This one is permitted with 3 km of underground development. There is little financing risk. (Analysts’ price target is $2.99)