City Investors Circle Watchlist Changes
After recent meetings with management of a variety of companies, we are making a few adjustments to our tier 3 and 4 watchlists.
Out go a few companies that are producing little in progress and newsflow, and in come a few closer to production and more active, with expectations of strong newsflow.
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City Investors Circle Watchlist Changes
After recent meetings with management of a variety of companies, we are making a few adjustments to our tier 3 and 4 watchlists.
Out go a few companies that are producing little in progress and newsflow, and in come a few closer to production and more active, with expectations of strong newsflow.
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I like the determination of Australian exploration and development companies to get into early stage production, and I am adding two companies that are planning to initiate production soon, New Murchison Gold, and Challenger Gold.
Challenger Gold are based in Argentina, a country that is looking favourable for mining now that President Milei is making the country investable with his business focused policies to attract foreign investment.
Early stage production via toll milling is about to commence, with a large Argentinian shareholder owning the mill that will process the ore.
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The Watchlist changes are listed below.
We are adding the following companies to our tier 3 watchlist
New Murchison Gold – Modest capex to bring into production in Murchison, WA.
Challenger Gold – Near term production via toll milling
We are adding the following companies to our tier 4 watchlist
1911 Gold Corporation – Fully permitted mill that has been run recently
Aldebaran Resources – One of the largest undeveloped copper deposits in the world
Scorpio Gold – Full funded for exploration in a prolific gold belt in Nevada
We are deleting the following companies from our tier 3 watchlist
Eloro Resources – Bolivian politics have become murky with Evo Morales once again involved.
Japan Gold – Seemingly good projects with premium partners, but little progress
Rumble Resources – Little progress
Westhaven Gold – Perennial explorer, raise and drill, very slow progress.
We are deleting the following companies from our tier 4 watchlist
BMG Resources
Siren Gold
The reason is the same for all the #secompanies, not making the progress I had hoped for when they were added to the watchlist. Financing at the lower end is tough of course.
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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.
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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.
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Declaration
At the time of writing the author may hold positions in any of the stocks mentioned.
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