Gold Pulls Back from Near Highs

Welcome to Mining Stock Daily. I’m Trevor Hall. And I’m Paul Harris.


Today is Wednesday, March 9th. 


Gold was up another US$47 per ounce - or 2.3% - on Tuesday, closing at $2,043, though at one point the yellow metal spiked up to as high as $2,077. Silver once again outperformed gold, shooting up $1.18 per ounce, or 4.6%. The move in the metals was slowed considerably by off-Comex derivative transactions - privately negotiated transactions and exchange for physicals - as well as heavy offerings at both the a.m. and p.m. London price fixings. The Mining Stock Journal said that the movement in the precious metals continues to hinge on the Russian/Ukraine news flow. 

The mining stocks were highly volatile in both directions on Tuesday, but managed to close higher, with the GDX up 0.55%. One concern is the 72% bullish reading on the Hulbert Gold Newsletter Sentiment Index. A reading this high generally is followed eventually by a nasty pullback. The mining stock newsletter offered that the geopolitical events are covering up the continued deterioration of US economic activity as well as accelerating price inflation. Both of those factors were issues before Russia invaded Ukraine, which is why the Mining Stock Journal believes the precious metals sector ultimately will continue higher after the Ukraine debacle subsides.

We will get to the news from the miners and explorers in a moment, but first a word about today’s sponsor.

 

This episode of Mining Stock Daily is brought to you by… Arizona Sonoran.

Arizona Sonoran Copper Company is a lower-risk copper developer with a significant exploration potential on private land just south of Phoenix, in an infrastructure rich area of Arizona. The Cactus Project PEA illustrates an 18 year mine life, generating US$1 Billion post-tax free cash flow. It is a scalable, low capital intensity project with strong leverage to the copper price. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America complemented by global capital markets expertise. Read more about the company at arizonasonoran.com.

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

Gatos Silver said its credit facility with BMO was amended to address potential loan covenant deficiencies with the credit limit reduced from US$50 million to $30 million following the company’s downward reserves adjustment reported in January. It has $13 million currently drawn under the revolver. Reporting its 2021 full year, the company produced 7.6 million ounces of silver in 2021 within its guidance. The Los Gatos operation is on target to achieve 2,600 tonnes per day during the first semester and is to increase plant throughput to 2,700tpd in the second semester. The company is guiding production of 8.5–9Moz this year as well as zinc, lead and gold. Gatos Silver trades on the NYSE and TSX under GATO. News release

Mako Mining reported additional results from its expansion drilling at its San Albino gold mine in Nicaragua testing the northerly extension of the West pit at San Albino, which indicate the potential for pit expansion along strike and downdip. Highlights included 2m grading 43.73 grams per tonne gold and 24.5g/t silver. Mako also approved a US$17.2 million exploration program to be funded from cashflow with 110,080m of drilling planned with nine rigs as it works towards completing a maiden resource estimate at Las Conchitas and targeting making at least two new regional discoveries. Mako Mining trades on the TSXV under MKO and on the OTCQX under MAKOF. News release

Kingfisher Metals announced assay prospecting results from the Langara Zone, part of the Cloud Drifter Trend within the Goldrange Project. Prospecting of the western Langara Zone identified several new mineralized veins with rock chips grading up to 60.4 g/t Au, which doubles 2020 and historical grades from the zone. An additional undocumented historical adit was located with dump samples grading up to 9.57 g/t Au. Hand trenching also extended gold mineralization 150 m to the east with the discovery of a ~60 m trend of veins and breccia grading up to 38.6 g/t Au in rock chips and 8.42 g/t Au over 1 m in backpack drilling. The Langara Zone will be drill tested in May to June of 2022. Kingfisher trades on the TSX V with KFR and on the OTCQB with KGFMF. News Release

Skeena Resources announced final drilling results from the 2021 regional and near mine exploration programs at the Eskay Creek gold-silver project in the Golden Triangle of British Columbia including a new in-pit discovery which expands the 21A zone, with a highlight of 34m grading 8.78 grams per tonne gold and 13g/t silver in hole 997. This hole was 60m west of Skeena's current 21A Zone pit-constrained resources and 30m below surface. Skeena said this discovery remains open for expansion 120m to the north and already occurs within the limits of the contemplated open-pit from Skeena's 2021 prefeasibility study. Due to a lack of drilling, this new discovery was considered waste rock in the currently proposed PFS reserve pit area. Skeena Resources trades on the TSX and NYSE under SKE. News release

Also in British Columbia, Enduro Metals reported a large chargeable geophysical anomaly has been identified using induced polarization (IP) geophysics at Burgundy Ridge Zone on its 100%-owned Newmont Lake Project, located in NW British Columbia’s Golden Triangle. Where intersected, the chargeable anomaly correlates with copper and gold mineralization intersected at Burgundy Ridge to date. The company says results of this survey provide further strong evidence of a large copper-gold porphyry system underlying current drilling at Burgundy. The reconnaissance survey line that detected the anomaly is located approximately 350m north-northeast of multiple significant assays results from diamond drilling in 2021 such as BR21-01 which intersected 331m of 0.71% CuEq starting at surface. Enduro Metals trades on the TSXV with ENDR and on the OTCQB with ENDMF. News Release

 

I-80 Gold says it has completed initial gold sales from residual heap leach operations at its Lone Tree and Ruby Hill Projects. The Lone Tree property is strategically located on Interstate 80, the primary highway through northern Nevada, and proximal to the northern Nevada railway, midway between i-80's Granite Creek and McCoy–Cove projects. Lone Tree provides i-80 with a competitive advantage in Nevada hosting important processing infrastructure to grow the company's business including an autoclave, CIL mill, and a heap leach facility complete with assay lab and gold refinery. The company trades on the TSX with IAU and on the OTCQX with IAUCF. News Release

Staying in Nevada, Timberline Resources reported results from four more drill holes from the second phase of the 2021 drilling program at its Eureka Project.  A new core hole located 120m south of the original Water Well Zone (WWZ) discovery holes has returned the best grade-thickness yet reported from the zone, a span of 41.1m averaging 5.03 grams of gold per tonne. These results constitute most of the balance of outstanding drilling data from the WWZ, which lies immediately east of the Lookout Mountain gold resource. Timberline Resources trade on the TSX V with TBR and on the OTCQB with TLRS. News Release


That concludes today’s morning briefing.


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