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No Time Like Now to Buy Gold Shares!Gold has clearly broken through $3,000 on its way to much, much higher levels
We are in the midst of a Fourth Turning. The world is changing very rapidly and most fundamental to the changes the world is facing is a move back to the monetization of gold in one form or another. With debt-based currency created out of thin air measured in trillions of dollars, the world is left with no choice but to return to the only money there is according to J.P. Morgan and that is gold, and no doubt the only other metal that qualities as money—silver. With gold now clearly breaking above US $3,000 I felt compelled to call you attention to three of the five companies I invited to the Metals Investor Forum (MIF) on February 28 and March 1. Those three companies are Lahontan Gold Corp., Power Metallic Mines (previously Power Nickel) and U.S. Gold Corp. Reports on the other two companies that I invited namely HydroGraph Clean Power and Western Alaska, were sent out via my Substack letter on March 7 and March 11 respectively. J Taylor's Gold Energy & Tech Stocks is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Upgrade to paidFollowing are brief commentaries on Lahontan Gold Corp., Power Metallic Mines and U.S. Gold Corp., along with links to their MIF presentations as well as my interviews with the executives of those three companies. This company has been “dead in the water” for the past few years, but the eyes of a few investors have just started to pay attention to this micro-cap stock with a resource of nearly 2 million ounces of gold Nevada and an ongoing exploration program to boost that number higher. And that doesn’t even factor in higher gold prices which are bound to render lower grade gold mineralization economic. Founder and CEO Kimberly Ann and Brian Maher, director of exploration have had past success in advancing projects to a production ready state before selling them to producers and richly rewarding shareholders in the process. The duo is at it once again now at the Santa Fe Mine in Nevada readying it for a restart. By pricing these shares at a mere C$0.02 the market was obviously saying “So what?” So, given market conditions, management has quietly carried out work to not only complete a PEA but engaging in environmental and engineering studies required for putting the mine back in production. What has kept me interested and personally adding a few more shares was a PEA showing 5% discounted pre-tax NPV of $265 million and a 41% IRR. On a post-tax basis those values decline to US$200 million and 34.2% respectively. In other words, the market value is 3.5% of the Sante Fe projects after-tax PEA. Given that factor along with Kimberly and Brian’s track record you might want to pay attention to this story. To learn more about Lahontan Gold Corp you can view these YouTube videos : CEO Kimberly Ann's Presentation Jay's Interview with Kimberly Ann When I noticed investors like Robert Friedland and Rob McEwen were putting significant money to work in Power Nickel, I took note. But the clincher was the addition of Dr. Steve Beresford who is a leading polymetallic geologist agreed to join the company’s board who explained is interest in the Nisk project as follows: “Polymetallic Ni-Cu-PGE deposits remain the premier deposit type, even with the current nickel price. These deposits are high-grade metal deposits where Cu and noble metals (PGE, Au, Ag) form equivalent value to nickel, not just credit metals. Lion is prospective for between 11 and 15 metals. It’s not academic nuance to discriminate these systems from common garden nickel deposits, it’s economics. We continue to advance the Lion discovery and I look forward to working with the Power Nickel board during these exciting times.” Since adding PNPN for coverage, considerably more stellar intercepts have been forthcoming as has the realization that Nisk is blessed with a very large polymetallic system. If grades continue to replicate those of 2024, Nisk may well become the “Voisey Bay” I missed decades ago although geologically this prospect is reportedly more akin to the greatest mine ever—the Norlisk mine in Russia. To learn more about Power Metallic Mines, you can view these YouTube videos: Presentation by CEO Terry Lynch Jay's Interview with CEO Terry Lynch U.S. Gold is another company with an advanced stage project that is grossly underappreciated in the market. The just released updated pre-feasibility (PFS) study on the CK Gold project reveals a 5% discounted after tax NPV of US$356 million under an assumed gold price of $2,100 and copper priced t $4.10 per pound. The Average gold equivalent (AuEq) production of 1,112,000 AuEq ounces over the mine life, or 111,250 AuEq ounces per year, assuming a 10-year mine life. The first three years average 143,278 AuEq ounces annually. Over the life of the mine, the PFS estimates total production of approximately 679,548 ounces of gold, 208.3 million pounds of copper, and 2.04 million ounces of silver. Under those metals price assumptions return on capital is recovered in 1.7 years. U.S. gold is continuing to optimization the project leading to the feasibility study on a permitted project, with the goal of commencing construction as soon as late-2025 or 2026 to support first production of concentrate in 2027 or 2028. Initial capital costs are estimated to be $277 million. To learn more about U.S. Gold Corp, you can view these YouTube videos: Jay's Interview with CEO George Bee These are just three of five companies that I cover in my newsletter that I invited to the Metals Investor Forum in Toronto on February 28 and March 1, 2025. In total, I am covering more than 60 companies in J Taylor’s Gold, Energy & Tech Stocks. Among the gold and silver companies, ten are producers and that number is growing as exploration firms evolve into producers or are acquired by lager producers. The remaining gold and silver companies are exploration companies and several are on their way toward outlining world class gold deposits. There are 19 companies listed in my Energy & Tech Sector, including several base metal companies, some of which also produce silver. These companies are listed in that section of my newsletter portfolio because they are metals required by technology companies and manufacturing industries. I count five technology companies and five energy companies, including two which are a mix of energy and technology. I single out as a most exciting tech story, that of HydroGraph Clean Power, the only company in the world that can produce pure graphene. The upside potential for HydroGraph and the number of applications in most if not virtually all industries appears to be limitless. I can’t think of any better time to add exposure to mining and selective tech companies than now. I will pass along some stock ideas from time to time to free subscribers. But for a constant flow of ideas in the mining sector which is turning rabidly bullish, you might want to consider subscribing to my letter which is published weekly with a month end update of monthly highlights and latest working capital data. Best wishes, Jay Taylor J Taylor's Gold Energy & Tech Stocks is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. 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