Cara Community Gold/Silver Miner 50

This list is current but will be changed in September-October as there are other company stocks I would trade personally versus some of these. However, this is a good list.

AEM, Agnico-Eagle Mines is a large gold producer with solid management, reserves, and financial condition. The Company has good revenue, cash flow, and improving earnings. Its mines are in low
AG, First Majestic 2020 est. production: 26 mil oz Silver from San Dimas Silver & Gold Mine, Santa Elena Silver & Gold Mine, and La Encantada Silver Mine, all in Mexico. Increasing cash flow & earnings
AGI, Alamos Gold 2020 est. production: 420,000 oz Gold from 3 mines – two in Canada and one in Mexico. Strong portfolio of development stage projects in Canada, Mexico, Turkey, and US. Strong fundamentals
AUG, Auryn Res. will become Fury Gold after acquiring 100% of Eastmain and spinning out the Sombrero copper-gold project in Peru. Flagship project is the Committee Bay gold project in Nunavut, Canada
AUY, Yamana Gold 2020 est. production: 786,000 oz gold and 10.25 mil oz silver from Cerro Moro mine (Argentina), El Penon & Minera Florida mines (Chile), Jacobina mine (Brazil), and Canadian Malartic mine
BTG, B2Gold 2020 est. gold production: 1.0 mil oz from 3 mines in Mali, Philippines, and Namibia. Strong fundamentals. Very low-cost production (AISC under 825/oz)
CAGDF, Centerra Gold 2020 est. production: 820,000 oz gold from Kumtor Gold Mine (Kyrgyz Republic), the Mount Milligan copper-gold mine (British Columbia) & the Öksüt gold mine (Turkey). AISC is ~$845/oz
CDE, Coeur Mining 2020 est. production (no guidance): maybe ~330,000 GoldEq oz (almost all Gold) from 4 gold-silver mines Kensington (Alaska), Wharf (South Dakota), Palmarejo (Mexico), Rochester (Nevada)
CXBMF, Calibre Mining on Oct 15, 2019 acquired from B2Gold EL LIMON & LA LIBERTAD gold mines (Nicaragua) for $100 mil in cash, a debenture and 30% shares. 2020 est. production is ~118,000 oz at $1100/oz AISC
EDVMF, Endeavour Mining 2020 est. production: ~700,000- 1.0 mil oz Gold from mines in (Côte d’Ivoire, Burkina Faso & Mali) West Africa, targeting $$850-$900/oz AISC. Similar to IAMGOLD
EGO, Eldorado Gold 2020 est. production: 535,000 oz gold from the Efemçukuru &  Kisladag mines (Turkey), Olympias & Stratoni mines (Greece), and Lamaque mine (Canada). AISC is ~$900/oz
EQX, Equinox Gold 2020 est. production: 570,000 oz gold (and funded to 1 mil oz) from Los Filos (Mexico), Aurizona (Brazil), Mesquite (California), and four smaller mines in Brazil. A Ross Beatty company
EXK, Endeavour Silver 2020 est. production (no guidance): maybe 6 mil oz AgEq from 3 high-grade silver-gold mines in Mexico (Guanacevi, Bolanitos & El Compas). Terronera is interesting development project
FCX, Freeport-McMoRan is a world leading copper miner (3.15 bn lbs est) that will also produce about 800,000 oz gold from mines in Indonesia, Arizona, New Mexico, Colorado, Peru & Chile. Rapidly growing
FNV, Franco-Nevada is an exceptionally large gold-focused royalty & stream company (with Oil & Gas interests) in the US, Canada, Latin America, Australia, Europe, and Africa, and internationally
FSM, Fortuna Silver 2020 est. production (no guidance): maybe 17 mil oz AgEq from gold-silver mines in Peru (Caylloma) & Mexico (San Jose), and soon in Argentina (Lindero). Sound financial condition
FTMNF, Lundin Gold 2020 est. production: 210,000 oz gold (from Feb 2020) at the new Fruta del Norte mine (Ecuador), one of the few multi-million-ounce, highgrade gold assets in production. 2H2020 160,000 oz
GAU, Galiano Gold 2020 est. production: 235,000 oz gold from the Asanko Gold Mine in Ghana, West Africa. Was named Asanko Gold before June 2020. Consistent execution. Industry average AISC
GOLD, Barrick Gold Corp is one of two largest goldminers with 2020 production ~5 mil oz. Solid balance sheet. Q1 operating cash flow of US$889M and free cash flow of $438M from world-class mines
GSS, Golden Star 2020 est. production (no guidance): maybe 200,000 oz Gold from a few gold operations in Ghana, West Africa. AISC is about $1200/oz
HBM, Hudbay Minerals 2020 est. production: 180,000 oz Gold, 300 mil lbs Copper and 250 mil lbs Zinc in Manitoba & Saskatchewan, Canada, and Peru; with large copper projects in Arizona & Nevada
HL, Hecla 2020 est. production: 39 mil oz AgEq from silver mines in Alaska (Greens Creek), Idaho (Lucky Friday), & Mexico (San Sebastian) and gold mines in Quebec (Casa Berardi) & Nevada (Fire Creek)
IAG, IAMGOLD Corp 2020 est. production (no guidance): maybe 750,000 oz Gold from mines in North and South America, and West Africa. Corp communications are lacking but fundamentals are sound
KGC, Kinross Gold 2020 est. production: ~ 2.3 mil oz Gold with an AISC of just under $1000/oz; hence rapidly growing earnings & free cash flow. Strong balance sheet with ~$1.5 bil cash
KL, Kirkland Lake Gold 2020 est. production: ~ 1.38 mil oz Gold with a very low $800/oz AISC. Operates the Fosterville Mine Australia; and Macassa & Detour Lake mines in Ontario, Canada
LRTNF, PureGold Mining is developing at Red Lake, Ontario a huge (~2.1 mil oz) & very high grade (8.9 g/t) gold asset. This property had been abandoned after producing 2.6 mil oz. Financing has been secured
MAG, MAG Silver is a junior company transitioning from developer to 2H2020 producer. Their principal asset is the 44%-owned Juanicipio JV with Fresnillo as operator, in Mexico. Property has large potential
MDRPF, Midas Gold, subject to environment resistance in Idaho, is trying to develop what is the 7th largest gold reserve in the US and what would be the 4th largest grade open-pit gold mine. Well funded
MGDPF, Marathon Gold is developing the large (~3.1 mil oz) Valentine gold project in central Newfoundland. Est. production is 175,000 oz/year in Years 1-9 at an AISC of ~$739/oz. Big upside at low risk
MMX, Maverix Metals is a small but well-managed owner-operated precious metals company with 100+ royalties, streams, & other interests in North and South America, Australia, and internationally
MUX, McEwen Mining is a junior gold-silver producer in Ontario, Nevada, Mexico & Argentina, led by industry giant Rob McEwen who holds 21% of MUX. Co is turning around its recent run of bad luck
NEM, Newmont 2020 est. production: >5 mil oz gold from mines US, Canada, Mexico, Dominican Republic, Peru, Suriname, Argentina, Chile, Australia, & Ghana. FCF is almost $20 bil/yr. Holds $3.8 bil cash
NG, NovaGold’s main asset is its 50% interest with Barrick in Donlin Gold project (Alaska), which holds 39 mil gold oz and at 1.1 mil oz/yr for 27 yrs could be one of world’s largest open pit gold mines
NGD, New Gold 2020 est. production: ~ 435,000 GoldEq oz (incl. ~294,000 oz Gold) from mines at Rainy River (Ontario) and New Afton (British Columbia). High 2020 AISC est. to be $1450. Closer to breakeven
NUPMF, New Pacific Metals is developing the Silver Sand project (Bolivia) that might become one of the world’s largest open-pit silver mines. The ore body is proven. Now the people of Bolivia must want it
OR, Osisko Gold Royalties is a small Quebec-based company with 135+ royalties, streams, & other interests in Canada with the industry’s highest cash operating margins and lowest geopolitical risk profile
PAAS, Pan American Silver is world’s 2nd-largest primary silver miner with 10 mines in Peru (43%), Mexico (31%), Canada (15%), Bolivia &Argentina (11%). Owns~10% of New Pacific. Improving earnings outlook
PVG, Pretium Res. 2020 est. production: 345,000 oz gold from Brucejack mine in British Columbia. Good earnings and FCF. AISC ~$990/oz. The company also owns a 100% interest in the Snowfield project in BC
WPM, Royal Gold is a leading precious metals royalty/streaming company with high-quality long-life, low-cost assets from 41 producing and 17 development-stage royalties. Annual income is >200,000 AuEq oz
ROGFF, Roxgold is developing the Yaramoko Mine Complex in (Burkina Faso) in West Africa. Gold production was 65,192 oz in 1H2020 with high FCF and $960 AISC that may drop to $800 in 2021
SA, Seabridge is developing world-class gold-copper-silver projects at 100% owned Kerr-Sulphurets-Mitchell property in British Columbia; and Courageous Lake property in Northwest Territories, Canada
SAND, Sandstorm is a precious metals co, that grew to ~200 royalties, streams, & other interests in 20 countries from just 5 in 2010. 2020 income is ~60,000 oz Gold but is est. to be 135,000 oz in 2023
SGSVF, Sabina Gold & Silver is developing the advanced high-grade (6 g/t) open-pittable Back River Gold Project in Nunavut, in the Canadian North
SILV, SilverCrest explores for silver-gold in Mexico. The company’s development property is the Las Chispas in Sonora, which the company has much cash and says has impressive “base case” potential economics
SKREF, Skeena Resources acquired 100% of the former Eskay Creek mine (British Columbia) from Barrick, signed Aug 4 & reportedly to close 4Q2020. Open-pit resource of 4 million ounces at 4.5 g/t AuE
SSRM, SSR Mining produces gold & silver (~425K geo) in Canada, Mexico & Argentina with a low AISC of $740/oz. Strong financials ($504M cash 12/31). Excellent EPS & Cash Flow growth
SVM, Silvercorp operates 2 polymetallic mines in China. Strong cash flow and earnings, lowest AISC of any silverminer,& strong cash position. Controls New Pacific, which could become world’s biggest silver mine
TORXF, Torex Gold 2020 est. production: 450,000 oz gold from El Limón Guajes mine (Mexico).  AISC ~$930/oz. Strong FCF w/good earnings leverage with higher Gold prices. Developing nearby Media Luna project
WDOFF, Wesdome 2020 est. production: 95,000 oz gold from Eagle River mine (Ontario). Of lesser importance, is developing former Kiena mine (Quebec) & exploring large Moss Lake open pit gold deposit (Ontario)
WPM, Wheaton Precious Metals is the world’s premier precious metals streaming company with the highest-quality portfolio of long-life, low-cost assets from 20 operating mines and has 9 developing projects

 


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