The past two weeks have been particularly brutal for investors in the junior exploration arena. High-quality stocks are being tossed with little regard for their underlying intrinsic value. At this conjuncture, year-end tax-loss selling season looms large—it seems more outrageous this year than last. If you correctly predicted this rout, and have dry powder, some […]
A potential Bottom in Gold + a roundup of companies on the Highballer List making headlines in recent sessions – Banyan (BYN.V), Cartier (ECR.V), Defense (DEFN.V), Forum (FMC.V), HighGold (HIGH.V), Prime (PRYM.V), Skyharbour (SKE.T), Sokoman (SIC.V), and White Gold (WGO.V)
In early October, there was evidence that an important bottom was forming in the precious metals arena. The following excerpts are from a (timely) article I put up on the Equity Guru website on October 4th—Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room… (click on the following […]
Goldseek (GSK.C) – core observations and a Q&A with CEO Jon Deluce + Forum (FMC.V) tables Janice Lake drill results
On October 12th I introduced Goldseek Resources to readers in a piece titled Goldseek Resources (GSK.C) tags 4.92 g/t gold over 28.65 meters at flagship Beschefer Project along the prolific Detour Gold Trend. Goldseek Resources (GSK.C) – (GSKKF.OTC) – (4KG.FSE) 32.96 million shares outstanding $5.27M market cap based on its recent $0.16 close The above […]
A Highballer roundup featuring Forum (FMC.V), HighGold (HIGH.V), Prime (PRYM.V), Skyharbour (SYH.V), Sokoman (SIC.V), and Defense (DEFN.V)
As the reality that inflation is not as “transitory” as the Fed would have us believe kicks in—though chairman Powell now concedes that it will likely be more “persistent” than previously thought—some are calling for violence in the gold arena. An October 22nd Bloomberg headline… Gold’s Inflation-Haven Appeal Means ‘Violent’ Run-Up May Be Ahead We’ve […]
Goldseek Resources (GSK.C) tags 4.92 g/t gold over 28.65 meters at flagship Beschefer Project along the prolific Detour Gold Trend
I suspect the recent merger of Agnico Eagle and Kirkland Lake—a transaction valued at $13.4B—will mark an acceleration in M&A activity from hereon. A wise junior exec echoed similar sentiment during an enlightening conversation last week. Junior companies with significant resources—those with meaningful ounce-counts in mining-friendly jurisdictions—will find themselves encircled by resource-hungry predators (Producers looking […]
Updates from Defense Metals (DEFN.V), Harfang (HAR.V), Skeena (SKE.T), and a MONSTER drill hole out of the HighGold Mining (HIGH.V) camp
An October 4th roundup I published over at Equity Guru—Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room…—generated a fair amount of positive feedback: The above tweet is courtesy of Blackrock Silver‘s CEO, Andrew Pollard. Blackrock is a Nevada-based explorer/developer currently active with four drill rigs in a […]
Sokoman Minerals (SIC.V) – a well positioned player with >150k highly prospective hectares in Central Newfoundland
When I first launched Highballer stocks in January of 2020, I wanted to highlight the re-rating potential I felt existed in the junior exploration arena. The companies I first featured—those with meaningful ounces in the ground—were trading at what I considered to be absurd valuations. The timing was good. Many of the companies I introduced […]
A Highballer roundup featuring Banyan (BYN.V), HighGold (HIGH.V), Prime (PRYM.V), Defense (DEFN.V), Forum (FMC.V), and Skyharbour (SYH.V)—and a hurried heads-up on Sokoman (SIC.V)
We’re a few hours away from the conclusion of a two-day Fed meeting. Better than expected retail sales last week (the retail sector currently accounts for two-thirds of the GDP in the U.S.) might’ve turned the Fed hawkish. We’ll find out when Chairman Powell steps up to the mic. Talk of tapering its $120 billion-a-month […]
Uranium tags multi-year highs, Skyharbour Resources (SYH.V) in the spotlight, updating Defense Metals, Forum Energy Metals, Harfang Exploration
Uranium. It’s all the rage right now. Sentiment in the uranium arena is turning altogether positive with spot prices tagging multi-year highs at $39 per pound in recent sessions. The Sprott Physical Uranium Trust, which made its debut on the TSX earlier this summer, invests in physical uranium. According to Sprott’s updates on Twitter, the fund […]
Forum Energy Metals (FMC.V) drills wholly-owned Love Lake project in mining-friendly Saskatchewan
I’m looking to shake things up a bit here at Highballer. I’ve been thinking long and hard and I’ve decided to cover certain highly speculative companies in the pre-discovery phase of their cycles, and those following up on new discoveries with aggressive drill campaigns. The goal is to deliver a more dynamic, broad-ranging read (I […]