121 Mining Forum London – Day 1

A new venue for this year’s 121 Mining Forum, in the far reaches of Houndsditch, greeted delegates at this year’s forum.

One or two companies caught my eye, including one situated next to the coffee machine where a casual comment by me about the name of the location of their project lead to a impromptu presentation, and I liked what I heard.

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121 Mining Forum London – Day 1

A new venue for this year’s 121 Mining Forum, in the far reaches of Houndsditch, greeted delegates at this year’s forum.

The walk from Liverpool Street Station seemed shorter than it looked on the map, taking around ten minutes.

I have to admit I don’t like the venue, and neither did many other people, in fact I did not hear anyone say they did!  The organisers say it’s larger than the GLC Building at Waterloo, but I don’t think it’s as big, never mind larger.

The main objection is there’s no central area to network in, as there are a number of small areas spread around but no focal point, and it’s hard to find people, whereas before the large central café area made it very easy as everyone headed there between meetings.

Gripes about the venue aside, the morning was quite busy, and there was a positive vibrant atmosphere.

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I had a mix of old and new companies on my meeting schedule, and one or two new companies caught my eye, including one situated next to the coffee machine where a casual comment by me about the name of the location of their project lead to a impromptu presenttion, and I liked what I heard.

That compny was Thesis Gold (TSX.V: TAU), and the presenter was their Scottish born CEO, Ewan Webster.  Thesis are located in the “Golden Horseshoe” area of British Columbia, an area name I had not hear before and it seems they invented it!  TAU have a tight share structure, $29 million working capital, and are funded through to the end of 2023.

Surpriingly for an early stage explorer, they have Sprott, ASA Merk, and Franklin Templeton on their share register.

Another company I liked was Auteco Minerals, (ASX: AUT), ASX listed but focused on the delightfully named Pickle Crow Gold Project, located in Ontario, Canada.

They have an experienced team, basically the board of BelleVue Gold (ASX), who have all achieved as a team before and are looking to repeat this in Canada. The next catalyst to look out for is a resource update in Q1 2023.

I also met Bredda Head Lithium, listed on AIM and the TSX.V, who have interesting lithium projects in the USA, in Nevada and Arizona.  A nice story and looking undervalued compared to peers in my opinion. They have brines, pegmatite and clay projects, quite unusual to have all three.

I met up for an update with O3 Mining (TSX.V: Olll), who are concerned that their low share price may make them vulnerable to a cheeky bid. They have some quality assets within a short distance form the Canadian Malartic Mine in Val d’or, Quebec.

Finally I met with Maple Gold (TSX.V: MGM) who are well funded with a JV partner in Agnico Eagle, and are looking a bit tempting at the current low share price.  I did hear an interesting rumour elsewhere that maybe they might be looking at Cartier’s (TSX.V: ECR) Chimo property.

Day 1 is done, six more meetings tomorrow and it’s all over for me.

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City Investors Circle is based in the financial district in the City of London

We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.

Our audience is selected and invited individually to ensure interest and relevance for the presenting company.

Meetings are non deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.

We create awareness, and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.

If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com

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This website is not sponsored, we are truly independent, and will always remain so.

Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.

All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.

These articles are for awareness and informational purposes only, and are not recommendations in any form.  Always consult an investment professional.

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Disclosure

At the time of writing the author  holds shares in O3 Mining.

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