Morning Briefing: Collective Mining Makes New Discovery in Colombia

Welcome to Mining Stock Daily. I’m Trevor Hall. 


Today is Wednesday, June 22nd.


Gold uncharacteristically started sliding lower in late eastern hemisphere physical market trading and, again, uncharacteristically reversed higher before and during early Comex trading hours. The price peaked at 10:30 NY time and was abruptly hammered lower, closing the afternoon Globex session at $1835. As this is being written Tuesday evening, gold is down another $6 to $1829. The Mining Stock Journal said that there was no rhyme or reason behind Tuesday's trading pattern. Silver interestingly raged higher right after the Asian markets closed, running from $21.45 to as high as $21.95 until the same invisible hammer that began swinging at gold also targeted silver. Silver sold off to settle at $21.67 and is trading down another 25 cents Tuesday evening. The mining stocks, interestingly, diverged positively from the metals, with GDX closing up nearly 0.4% after trading up as much as 1% during the day. The Mining Stock Journal opined that in nearly 40 years of observing, investing in, and trading the financial markets, it has never seen a Grand Canyon-sized disparity between the fundamental value and market valuation that exists currently in the precious metals sector.

 

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…Rio2.

Rio2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

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

Collective Mining announced the discovery of a new copper-gold-silver porphyry-related breccia at the Guayabales project, located in Caldas, Colombia. APC-1, intercepted the mineralized breccia from 291.6 metres downhole with results of 87.8 m of 2.49 g/t gold equivalent and 10.9m of 4.55 g/t gold equivalent. This was the  first ever diamond drill hole to test the Apollo target, was collared approximately 600 metres southeast of the previously announced Olympus discovery hole that assayed 302 metres @ 1.11 g/t gold equivalent. Apollo is one of eight porphyry-related targets situated within a three-by-four-kilometre cluster area generated by the Company through grassroots exploration. As part of its fully funded 20,000 metre drill program for 2022, there are currently three diamond drill rigs operating at Guayabales, with two turning at Apollo and one turning at the Trap target. Collective Mining trades on the TSXV with CNL. News Release

B2Gold reported new exploration drilling results from Fekola North and the Anaconda area in Mali. Drilling at Fekola returned 4.28 grams per tonne ("g/t") gold over 19.15 metres, from 529.0 metres, and provides strong support for ongoing evaluation of underground development of the deepest portions of the Fekola Mine deposit. n the Anaconda area, approximately 20 kilometres north of the Fekola Mine, drill hole MSD_212, which returned 8.09 g/t gold over 15.8 metres, from 431.1 metres, confirms the presence of high grade sulphide, approximately 100 metres below the limits of the current Mineral Resource pit boundary. The good grade and width combinations at the Anaconda area continue to provide a strong indication of the potential for Fekola-style plunging bodies of sulphide mineralization, which remain open at depth. Following the recent acquisition of the Bakolobi permit, immediately south of the Menankoto permit, the Company will conduct an approximately $3.4 million exploration program for 50,200 metres of diamond and reverse circulation drilling in the second half of 2022. B2Gold trades on the TSX with BTO and on the NYSE American with BTG. News Release

Calibre Mining provided a multi-year outlook of its forecast gold production, highlighting the Company’s 2023 and 2024 production increase. The company says in 2023, they look to produce up to 275,000 ounces of gold and 300,000 ounces in 2024. The production growth is grade-driven and  underpinned by the development of high-grade reserves, including Pavon Central and the Eastern Borosi Project. A 170 km resource expansion and discovery drilling programs underway in Nevada and Nicaragua  and a milling capacity of more than 1Mtpa represents low capital intensity production upside. Calibre Mining trades on the TSX with CXB and on the OTCQB with CXBMF. News Release

Alexco provided an update on operations today for its Keno Hill Silver District in Yukon. The company says ramp-up of mining activity at Keno Hill continued to progress in May with sustained underground development performance aided by improved equipment availability at both the Flame & Moth and Bermingham mines. Similarly, the district mill saw improved throughput and metallurgical performance in the same period. Underground advance at Bermingham reached the 1120 level, where the upper portion of the high-grade Bear Zone has been cross-cut with two ore faces and predictive block model grades of 1,900 – 2,000 grams per tonne ("g/t") silver ("Ag") appearing to be well supported or exceeded in mine based rib and face assays.  Additionally, in May, the Company milled approximately 5,750 tonnes of ore, representing an approximate 19% increase over April. While the underground performance improvements are notable, and the demonstrated supply of 150-250 tpd of ore to the mill has been important, it is also apparent from results to date that the rate of improvement in the advance of underground development remains insufficient to achieve the necessary number of production headings to sustain 400 tpd feed to the mill before the end of 2022. To rectify this imbalance, the Company has elected to temporarily suspend milling operations for five to six months and to focus all efforts on advancing underground development. Ore extraction and milling operations will be restarted in January 2023. Alexco trades on the NYSE American and the TSX with AXU. News Release

That concludes today’s morning briefing.

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Trevor HallGold, Comex, Silver, GDX