Agnico Eagle Now Set to Acquire TMAC; Ivanhoe Improves Stockpiles

Welcome to Mining Stock Daily. This is your host, Trevor Hall

Today is Tuesday, January 5th

February gold gapped up Sunday evening to $1914 and ran almost non-stop to as high as $1949, closing Monday up $51. Silver shot up 95 cents to close over $27 for the first time since late September. With the dollar largely unchanged on Monday, the mainstream financial media could only offer up its typical pablum to explain the move in the metals, attributing the move to virus fears and the Georgia Senate run-off. The Mining Stock Journal said the move is fueled by fear, but it's the fear of further Fed money printing, dollar devaluation and accelerating inflation. The mining stocks staged a powerful high volume rally, as the Amex Gold Bugs Index, after coiling around its 200 day moving average for the month of December, launched off this key moving average. It also knifed through its 21 and 50 day moving averages, closing up 7.5% on the day. Several large cap and junior minings jumped double-digits percentage-wise. The Mining Stock Journal expects to see Monday's move continue considerably higher over the next few months but that it will be accompanied by elevated volatility as the Fed will make every effort to slow down gold and silver's inevitable rise. 

We’ll get to the news out of the miners and explorers here in just a quick moment, but first a quick mention of today’s sponsor. 

This episode of Mining Stock Daily is brought to you by… Corvus Gold.

Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada.  The Company holds a commanding land position within the Bullfrog Mining District.  Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District.  The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR.

And here’s what you need to know this morning.

After it being made publicly that the Canadian government would not approve the TMAC acquisition by Shandong Mining, it was announced today that TMAC has now entered into an agreement with Agnico Eagle Mines in which Agnico Eagle has agreed to acquire all of the outstanding common shares of TMAC at a price of C$2.20 per share in cash, which represents an increase of C$0.45 per share as compared to the offer price of C$1.75 offered by Shandong under the original Arrangement Agreement. The total equity value under the Transaction is approximately C$286.6 million. In addition, in connection with the closing of the Transaction, Agnico Eagle will retire TMAC's outstanding debt and deferred interest and fees. The Offer Price represents a premium of approximately 26% to the offer price of C$1.75 per TMAC share that was to be paid by Shandong and a premium of approximately 66% to TMAC's 20-day volume-weighted average price as at January 4, 2021. 

Palladium One says the first two holes of the 2020 Tyko drill program interested massive magmatic sulphides grading 8.7% nickel equivalent over 3.8 meters at less than 30 meters true-depth at the Smoke Lake Target. The Tyko project is located in Ontario. That same hole has a shorters .5 meter interval grading 10.1% nickel equivalent. Assays for the remaining 11 holes are still pending, however the company says all 13 holes drilled at Smoke Lake intersected magmatic sulphides. Mineralization remains open to the northwest and down dip. Palladium One trades on the TSX Venture with PDM. News Release

Outcrop Gold shared assay results from a newly discovered shoot called San Juan on its 100% owned Santa Ana project in north Tolima, Colombia. Drilling continues in the San Juan and El Dorado targets 1.5 kilometres apart in different sub-parallel vein systems. San Juan is 150 metres north of the Roberto Tovar shoot along the same vein system. The drill assays returned 1.79 meters of 1,329 g/t silver equivalent, which included a half meter interval grading 3,572 g/t silver equivalent. Outcrop Gold trades on the TSX Venture with OCG. News Release

Anaconda Mining shared further drill results from a completed infill drill program at its 100% owned Goldboro Gold Project in Nova Scotia. The Drill Program was comprised of just under 18,000 metres and was designed to convert priority Inferred Mineral Resources into Measured and Indicated Mineral Resources of the Goldboro Deposit as part of the ongoing feasibility study, which recognizes the opportunity for expanded open-pit mining areas as well as underground mining opportunities. Highlights reported today included 871.23 g/t gold over .5 meters, 20.08 g/t gold over 2.4 meters and 4.73 g/t gold over 4.5 meters. Anaconda Mining trades on the TSX with ANX and on the OTCQX with ANXGF. News Release

QMX Gold reported results from the ongoing deep exploration drilling program on the Bonnefond Deposit, located in the Val d’Or East Zone. Results included 2.16 g/t gold over 185 meters, 10.88 g/t gold over 11.2 meters and 11.31 g/t gold over 2 meters. QM trades on the TSX Venture with QMX. News Release

Marathon Gold Corp. has provided additional drill results from recent exploration drilling at the Valentine gold project, central Newfoundland. These latest results represent fire assay data from sixteen drill holes located within the 1.5 kilometre long Berry Zone. Highlights include 1.85 g/t gold over 95 meters, 2.32 g/t gold over 68 meters and 12.8 g/t gold over 14 meters. Fire assay results from the final twenty-nine holes drilled in 2020, representing 6,056 metres, are expected to be received shortly and will be released through the end of January. A first mineral resource estimate for Berry is expected toward the end of Q1 2021. Marathon Gold trades on the TSX with MOZ. News Release

Ivanhoe Mines says underground development at the Kamoa-Kakula Copper Project in the Democratic Republic of Congo (DRC) mined and stockpiled 269,000 tonnes of ore grading 5.36% copper in December from the Kakula and Kansoko mines. The tonnage was 7.6% higher than November, while the copper grade was 10.5% higher. The project's pre-production surface stockpiles now contain approximately 1.52 million tonnes of high-grade and medium-grade ore at an estimated blended grade of 4.03% copper. Contained copper in the stockpiles increased by approximately 14,400 tonnes in December - a 30.9% increase over November's production reflecting the increased mining in the ultra-high-grade centre of the Kakula Deposit - to a cumulative total of more than 61,000 tonnes, and just for your reference, the current copper price is approximately US$7,900 a tonne. The project is on track to have approximately three million tonnes of high-grade and medium-grade ore stockpiled on surface, holding more than 125,000 tonnes of contained copper, prior to the planned start of processing in July 2021. Ivanhoe trades on the TSX Venture with IVN and on the OTCQX with IVPAF. News Release

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I’m Trevor Hall. Have a wonderful day. Be well.

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