Watchlists

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City Investors Circle – Company watchlist.

 

The following companies listed on the watchlists below are not recommendations in any shape or form, they are companies we follow because they have presented to our group in London or that we personally like because they fit our own particular investment criteria.

Always do your own research and consult an investment professional.

 

Tier 1

The first group of companies are either in production, or close to it, and financed through to production.

 

CompanyMarketEpicNotes
Ascot ResourcesTSXAOTRestarting the Premier Gold mine
Funded and construction underway
British Colombia, Golden Triangle
Calidus ResourcesASXCAIDeveloping the Warrawoona Gold Project
Funded, construction underway, first gold H1 2022
East Pilbara region, Western Australia
Colonial CoalTSX.VCADAwaiting a corporate action by potential buyers
Premium quality steelmaking (coking) coal
British Colombia, Peace River coalfield
Cyprium MetalsASXCYMCopper development company, several projects
Nifty Copper mine restarting in q4 2022 / Q1 2023
North east Pilbara region, Western Australia
Gold Road ResourcesASXGORGold producer, developer, and explorer
Owns 50% of the producing Gruyere Gold Mine
Yamarna Greenstone Belt, Laverton region, Western Australia
Karora ResourcesTSXKRRGold producer, developer, and explorer
Beta Hunt and Higginsville gold mines
Kalgoorlie region, Western Australia
Minera AlamosTSX.VMAIGold producer, developer, and explorer
Santana Mine producing gold, developing Cerro de Oro
Sonora and Zacatecas states, Mexico
NeometalsASXNMTDeveloping metal and minerals for the green economy
Primobius JV signing battery recycling contracts
Perth, Western Australia
Orla MiningTSXOLAGold producer, developer, and explorer
Camino Rojo Oxide Gold Project
Zacatecas, Mexico, and Panama
Wesdome Gold MinesTSXWDOGold producer, developer, and explorer
Eagle River and Kiena gold mines
Ontario and Val d'or, Quebec, Canada

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Tier 2

The following companies are exploration stories that we follow, and report their news.

They are generally less advanced than the list above, but at a stage where discoveries are often made, and shareholder value can be created. By definition they carry a greater degree of risk.

 

CompanyMarketEpicMarket
03 Mining
TSX.VOlllExploration in a gold mining 'hotspot'
Near the Canadian Malartic mine
Val d'or, Quebec, Canada.
American Creek
TSX.VAMKExploration JV, free carry to production decision
Next to major gold deposits, KSM and Brucejack mine
Golden Triangle, near Stewart, B.C., Canada.
Argosy MineralsASXAGYRincon Lithium project (77.5%, up to 90%)
2,000 tpa LCE processing plant under construction
Lithium Triangle, Salta Province, Argentina
Banyan GoldTSX.VBNYBanyan Gold
Gold exploration
Yukon, Canada
Boab MetalsASXBMLExploration for lead, silver, and zinc
Chinese 25% JV partner
Kimberley, Western Australia
Cabral GoldTSX.VCBRExploration in a prolific gold zone
Near term production from tailings potential
Cuiú Cuiú, Para State, north east Brazil
Canuc ResourcesTSX.VCNRSilver and copper exploration, gas production
Gas production revenues cover company running costs
Mexico and Texas, USA
Cartier ResourcesTSX.VECRExploration and development for gold
Chimo is a former producing mine with infrastructure
Abitibi Greenstone Belt, Quebec, Canada.
Cornish MetalsAIM/TSX.VCUSNExploration for tin and copper in Cornwall, UK
South Crofty former producing tin mine
Camborne, Cornwall, UK
Fosterville SouthTSX.VFSXGold exploration in a prolific gold belt
Abuts the high grade Fosterville Gold Mine
Lauriston, Victoria State, Australia
GoldMining IncTSXGOLDGold development company
Multiple projects at a resource ready stage
North and South America
Kootenay SilverTSX.VKTNSilver exploration and development
Three advanced silver projects
Chihuahua, Sanora, and Sinaloa, Mexico
Lithium Power InternationalASXLPILithium exploration and development
Maricunga JV project
North Chile, plus Western Australia
Latrobe MagnesiumASXLMGMagnesium from fly ash
A rare metal produced in a green method saving CO2
Latrobe Valley, Victoria State, Australia
Los CerrosASXLCLCopper and gold exploration
Large copper porphyry discovery
Central Colombia, S. America
Magnetic ResourcesASXMAUGold exploration on a prolific mining region
Large scale assets from surface, M & A potential
Laverton region of Western Australia
Newcore GoldTSX.VNCAUGold exploration in a high grade gold region
On Bibiani Shear Zone.
Enchi, Ghana, West Africa
Nouveau MondeTSX.VNOUGraphite production
Vertically integrating ore to product
Matawinie, Quebec, Canada.
Osisko Development
TSX.VODVGold exploration in the Cariboo and Sonora regions
Former Barkerville Gold property
British Columbia, Canada, and Sonora, Mexico
Radisson MiningTSX.VRDSGold exploration and development
Abitibi Greenstone Belt
Val d'or, Quebec, Canada.
Rokmaster ResourcesTSX.VRKRGold / polymetallic exploration and development
Updated mineral resource completed.
Revel Ridge, south British Columbia, Canada
Rumble ResourcesASXRTRZinc-Lead-Silver Sulphide exploration
Multiple projects in a highly prospective region
Western Australia
Silver Tiger MetalsTSX.VSLVRSilver exploration in a high grade silver region
El Tigre former producing mine, closed in the 1930's
Sierra Madre Occidental, Sonora, Mexico
Tinka ResourcesTSX.VTKSilver, copper, and tin exploration
Looks a likely takeover target for Buenaventura of Peru.
North of Lima, Peru
Uranium EnergyNYSEUECIn situ uranium production (Currently shut in)
Several exploration and development projects in the USA
Texas, New Mexico, Wyoming USA, Canada and Paraguay
Westhaven GoldTSX.VWHNGold Exploration
Early stage exploration in a greenfield area
Merritt, British Columbia, Canada.

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Tier 3 – Recovery stocks

The following companies are stocks that have fallen from their highs, generally due to poor management execution or some other problem, but we monitor because we think they might recover in the future, normally because new experienced management are brought in to turn things around.

 

CompanyMarketEpicNotes
Integra ResourcesTSX.VITRExploration
Feasibility disappointed
Pure Gold MiningTSX.VPGMProducing gold mine
Issue is poor execution, costs too high
Red Lake area, Ontario, Canada
Sierra MetalsTSXSMTThree producing Mines, gold, silver, copper
Covid has caused missed production guidance
Mexico and Peru
Superior Gold
TSX.VSGIProducing gold miner.
Plutonic mine, bought from Northern Star
Western Australia
Wiluna MiningASXWMCProducing gold miner
New management in 2019
Northern goldfields, Western Australia

 

Tier 4 – Companies operating in more risky jurisdictions

The following companies operate in jurisdictions where we would not normally invest, but have promising projects.

 

CompanyMarketEpicNotes
Celsius ResourcesASXCLACopper gold exploration and development
Main asset formerly owned by Freeport-McMoRan
Luzon State, Philippines
El Oro ResourcesTSX.VELOHigh grade gold, silver, and lead
Exploration hindered by slow assays
ISKA ISKA, Potosi, Bolivia
Atico MiningTSX.VATYProducing gold and copper miner
El Roble mine, Colombia
Colombia and Ecuador

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Tier 5 – Companies to watch for recovery after a significant fall in share price

The following companies are early stage exploration projects, with initial promising drill results, in good jurisdictions.

We will monitor them for progress, and may mention them from time to time.

CompanyMarketEpicNotes
BMG ResourcesASXBMGEarly stage gold exploration
Close to Wiluna and Northern Star mines
Western Australia
Siren GoldASXSNGGreenfield gold exploration
New Zealand