PDAC 2025 Day 1
PDAC 2025 Day 1
It was notably much busier than last year as the 2025 PDAC opened it’s doors.
My first impression is that there are once again a lot of junior early stage exploration companies looking for cash to continue funding a snail’s pace exploration cycle.
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PDAC Investor’s Exchange panoramic view.
PDAC 2025 Day 1
It was notably much busier than last year as the 2025 PDAC opened it’s doors.
As an old hand I knew to register on the Saturday afternoon to avoid the inevitable long queues on Sunday morning, so entry was swift and I felt sorry for those people having to wait in line.
My first impression is that there are once again a lot of junior early stage exploration companies looking for cash to continue funding a snail’s pace exploration cycle.
I struggled to find companies that really interested me due to the early stage nature of most of the companies presenting.
The standout of the day was Southern Cross Gold, a dual listed ASX/TSX stock, exploring close to Fosterville in Victoria state, Australia. It features legendary gold investor Pierre Lassonde as one of it’s investors, and a host of quality institutional funds, always a good sign.
The other company I liked was Avino Silver, which is about to put the old Orko Silver Preciosa mine into production.
Avino’s existing producing silver mine is around 20 ,miles from Preciosa, allowing them the advantage of being able to truck the ore there rather than build a stand alone plant, a massive saving on capex.
Production is due to start soon and as Preciosa’s ore is higher grade, should improve Avino’s AISC, and obviously cashflow and profits. As a virtually pure silver play, I am looking into investing in Avino.
I also liked Winsome Resources, a lithium play, and Emperor Metals, but as the latter is on the CSE I cannot buy that or hold it in my ISA.
Day 2 today, my feet already hurt, so I’m going to minimise my walking today if that’s possible.
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City Investors Circle is based in the financial district in the City of London
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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.
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Declaration
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