Our Inaugural Issue
Published March 2022
Multi-Billion Dollar Offer Will Transform the Region
This takeover offer from a major confirms the importance of the Golden Triangle in the future of the mining industry. The Triangle is generally recognized as one of the most richly mineralized areas on the planet but development has so far lagged. This move signals the start of a transformation that will generate huge gains for the small companies that now dominate the region.
Discussion: Advancing Toward Discovery
Fraser: Tell us how you would conduct an exploration program that goes beyond evaluating the existing information and take us through to the discovery stage.
Lawrence: The best indicator that a region might host large deposits is that the region has already turned up big discoveries. Once you decide where to focus, the first step is to learn everything you can about the geology of that region. You look carefully at the known deposits, then search for similar geological settings elsewhere in the region.
The Dominance of the GT by Juniors will Give Way to the Majors
Over the next few years, juniors with deposits and promising ground will be bought by the majors, generating huge returns for shareholders of the juniors.
Skeena Questex Merger
Skeena is acquiring fellow Golden Triangle explorer Questex in a cash and share deal that values Questex at $48 million, according to the news release from Skeena announcing the deal. Skeena is acquiring fellow Golden Triangle explorer Questex in a cash and share deal that values Questex at $48 million, according to the news release from Skeena announcing the deal.
The Next Mine in the GT
Ascot is very close to getting the final permits for the restart of its Premier Mine. A note in their November 8 MDA stated: “The Company is currently reviewing the conditions and anticipates to negotiate and accept permit terms in the next several weeks, followed by final permit issuance.” Development is already well underway, building on the extensive infrastructure in place...
Development Underway at Red Chris Phase 2
Imperial Metals, partnered with Newcrest in the Red Chris mine, reported that the exploration decline to access the block cave area had advanced to 393 meters as of October 20. Mining of the block cave is expected to begin in 2026. In the meantime, the exploration decline is intended to provide access to higher grade zones that would be mined by...
Billion Dollar Leftovers
When Barrick shut down the fabulously rich Eskay Creek mine in 2008, they knew they were leaving ore in the ground. With gold dropping to $700 and silver at $9, the major couldn’t find the right combination of size and grade to keep mining at a scale that made sense to the world’s largest gold producer. They reclaimed the site and once they got a sign-off from the provincial government they...
In The Next Issue...
The next issue will provide a recap of news from the GT and offer further insights into the opportunities for investors, including the bold move of predicting the next companies which are most likely to benefit from investments from major companies and those that are most likely to benefit from news in the near term...
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