Insights in zinc and seasonality this time of the year
The Resource Maven, Gwen Preston joins us today to shares one recent news out of the zinc sector and for a more broad comment on the increase in interest. It was a couple years coming with analysts pointing the upcoming shortfall of zinc production as a driver to price and over the past year it came to fruition. We also discuss the seasonality of metals this time of the year. Gwen explains what her data shows about overall performance in Q1.
Click download link to listen on this device: Download Show
Take advantage of the Q1 RUN! Then run from those positions before the PDAC, and before you get the nervous nellie runs…. 🙂
In all seriousness, I really did enjoy this segment on Zinc and on the Seasonality factor of buying / rebalancing during December tax loss selling and then maximize the early year tradable rally in the miners.
Hoping investors here on the KER were buying in December and enjoying the nice pops in the stocks the last 2 weeks. Fun times!
Everybody Back in the Pool at the Bottomz Inn!
Friday January 06, 2017 – By David Erfle
http://www.kitco.com/commentaries/2017-01-06/Everybody-Back-in-the-Pool-at-the-Bottomz-Inn.html
Hecla sells a lot of zinc and lead, as well as silver and gold.
The best undeveloped Silver-Zinc deposit is Canadian Zinc, but it was hopelessly mis-managed.
Cory diss a good interview ! Cool is the WAY ! BUY GOLD and ( SILVER ) !
Shooting at the Ft.Lauderdale , Fl …airport…..5 dead several wounded. Airport in total lockdown.
Zinc Miners
ALTAIR RESOURCES INCORPORATED
AQUILA RESOURCES INC
ARIZONA MINING INC
AVRUPA MINERALS LTD
BOLIDEN AB
CALLINEX MINES INC
CANADA ZINC METALS CORP
CANADIAN ZINC CORPORATION
CHIEFTAIN METALS CORP
CONSTANTINE METAL RESOURCES LTD
FORAN MINING CORPORATION (NEW)
FORRESTER METALS INCORPORATED
GLENCORE XSTRATA PLC (ST HELIER)
GPM METALS INC
HERON RESOURCES LIMITED HRR
HUDBAY MINERALS INC
INDEPENDENCE GOLD N.L.
INZINC MINING LTD
IRONBARK ZINC LTD
IVANHOE MINES LTD
KAZAKHMYS LTD
KOOTENAY ZINC
LUNDIN MINING CORORATION
MARGAUX RESOURCES LIMITED
MINFOCUS EXPLORATION
MORUMBI RESOURCES INC
NEVADA ZINC CORP
NEVSUN RESOURCES LTD
NYRSTAR NV
OROSUR MINING INC
PACIFIC RIDGE EXPLORATION
PASINEX RESOURCES LTD
RED RIVER RESOURCES
ROX RESOURCES LIMITED
SLAM EXPLORATION LTD
SOLITARIO EXPLORATION & ROYALTY CORP
STAR MOUNTAIN RESOURCES INC
TARANIS RESOURCES INC
TECK RESOURCES LTD
THUNDERSTRUCK RESOURCES LIMITED
TINKA RESOURCES LTD
TREVALI MINING CORP
VEDANTA LTD
VENDETTA MINING CORPORATE
YORBEAU RESOURCES INC
ZAZU METALS CORPORATION
ZINCORE METALS INCORPORATED
There are obviously lots of Silver Miners like (USA) Americas Silver Corp, (AXU) Alexco, (EXN) Excellon, (IPT) Impact Silver (GPL) Great Panther Silver etc…. that have great zinc grades and credits as well, but I have them on the Silver Miners lists.
Corporate Presentation Tinka Resources
https://www.tinkaresources.com/assets/docs/ppt/tinka-presentation-dec-2016.pdf
Yes, Vendetta Mining’s Pegmont Zinc project will be a mine.
on 1 December, 2016
Constantine Metal Resources: (CEM.V) (CNSNF)
PALMER VOLCANOGENIC MASSIVE SULPHIDE (VMS) PROJECT
COPPER – ZINC – GOLD – SILVER
FLAGSHIP PROJECT: HIGH GRADE – ACCESSIBLE – GROWING
“High grade Copper-Zinc rich deposit discovery with tremendous expansion potential – multiple separate zones that are all open.”
Callinex Mines Corporate Presentation:
http://www.callinex.ca/wp-content/uploads/2017/01/Callinex-Presentation-Jan-03-2016-LR.pdf
Pasinex – High Grade Zinc: Production and Growth in Turkey
http://pasinex.com/wp-content/uploads/2013/07/Pasinex-Corporate-Presentation-January-2017.pdf
Trevali expands high-grade zinc-lead-silver mineralization at the Santander Zinc Mine
Red River Resources:
“The Thalanga Project currently hosts a total JORC Code (2012) compliant Mineral Resource of 2,289kt grading 1.2% Cu, 2.3% Pb, 6.9% Zn, 0.2g/t Au and 53g/t Ag at West 45, Thalanga Far West and Orient.”
“Red River believes that based on the work carried out to date, there is sufficient evidence to define an Exploration Target of 900 – 1,300kt @ 10.0% – 15.0% Zn equivalent at Thalanga Far West.”
http://www.redriverresources.com.au/operations/thalanga/thalanga-project.html
Rox Resources:
“Zinc & Lead
The Reward project is located in one of the world’s most well-endowed zinc-lead regions which, contains approximately 20% of the world’s zinc reserves.”
Highlights:
– Mineral Resource at Teena of 58 Mt @ 12.7% Zn+Pb (11.1% Zn, 1.6% Pb) for 7.4 Mt of contained Zn+Pb
– Mineral Resource at Myrtle of 44 Mt @ 5.0% Zn+Pb (4.1% Zn, 1.0% Pb) for 2.2 Mt of contained Zn+Pb
Zazu Metals LIK PROJECT
MINERALIZATION
The LIK deposit is a stratiform zinc-lead-silver deposit. The deposit is continuous outside the LIK property onto the adjacent Teck Cominco Limited property to the south. The southern continuation of the LIK deposit is referred to as the Su deposit, lying on the Su property.
Foran Mining – Corporate Presentation
GPM Metals Corporate Presentation:
http://www.gpmmetals.ca/sites/default/files/GPM_Nov21_2016_01.pdf
Orosur Mining:
Anza Exploration Project:
Drilling to date favorable and encountered significant gold and Zinc mineralization
http://www.orosur.ca/operations/exploration-development/colombia/anza
InZinc Mining Corporate Presentation:
http://www.inzincmining.com/_resources/presentations/IZN_presentation_Nov_18_2016.pdf
Canada Zinc Metals Corporate Presentation:
http://www.canadazincmetals.com/_resources/presentations/CZX_Corp_Pres_Nov_2016.pdf
Arizona Mining:
TAYLOR DEPOSIT – A SIGNIFICANT ZINC/LEAD/SILVER DEPOSIT
Ivanhoe Mines:
“The Kipushi Project is based on the high-grade, underground zinc-copper mine in the Central African Copperbelt, which mined approximately 60 million tonnes grading 11% zinc and 7% copper between 1924 and 1993. In addition to producing copper and zinc, the mine produced 12,673 tonnes of lead and approximately 278 tonnes of germanium between 1956 and 1978. The mine had been managed on a care and maintenance basis since 1993. ”
Constantine Metal Resources (TSX-V: CEM) (CNSNF)
Darwin Green, Vice President Exploration
Precious Metals Summit – VIDEO Corporate Presentation:
Zinc fundamentals ‘absolutely fantastic’ says Tinka boss
Published on Aug 31, 2016
“There’s been a change of mood for the better in the mining sector says Graham Carman, Tinka Resources’ (CVE:TK) chief executive, especially among zinc explorers.”
“As Tinka is readying to start drilling a potentially huge zinc deposit at Ayawilca in Peru, the timing could not have been better.”
Here’s the Zinc Room over at CEO.
Plenty of interesting content on there as you scan up through older comments…. I Zinc…
man you are working your arce off………appreciate all the hard a.. work……. CCF
Thank you sir. I’m just passionate about Zinc miners moving forward, and some of the base metals just don’t get discussed often enough. While we were on the topic for today, it seemed like a good day to focus my thoughts on it for a moment.
Cheers (and weekend beers) !!
cheers back at ya………..
BTW – after listening to that interview with Tinka Resources, I went and checked their News flow, and they did in fact get their Environmental permit as projected….
______________________________________________________________________________
Tinka Receives Eia Approval For Ayawilca Drill Program
November 23rd, 2016
“Tinka Resources Limited (TSXV: TK) (OTCPK: TKRFF) is pleased to announce that the Company has been notified by the Ministry of Energy and Mines in Peru that its modified Environmental Impact Assessment (“EIA”) covering a widespread and intensive drill program at the Ayawilca project has been approved. The modified EIA will allow the Company to drill from up to 79 drill platforms within the communities of San Juan de Yanacocha and Huarautambo. An additional 85 drill platforms will shortly be permitted on adjacent land owned by the community of San Pedro de Pillao. As previously announced in September 2016, the Company has formalized access agreements with all three local communities for a period of up to four years.”
https://www.tinkaresources.com/news/tinka-receives-eia-approval-for-ayawilca-drill-program
While I’m on their website, Tinka Resources had a nice Exploration campaign in December that produced some nice results.
“Tinka Resources Limited (TSXV: TK) (OTCPK: TKRFF) announces the discovery of a new zinc prospect at “Pucarumi” located several kilometres northwest of the Company’s 100%-owned Ayawilca inferred zinc resource (18.8 million tonnes grading 8.2% Zn Eq) and within its existing mining claims in central Peru. High-grade mineralization grading up to 19% zinc and 8% lead occurs in two subparallel horizons at Pucarumi within Cretaceous age limestones over a strike length of 1.5 kilometres.”
I love it when a plan comes together….
“We just closed an $11 million financing” CEO of Tinka Resources
Published on Dec 27, 2016 – SmallCapPower
Time to play defense…….MIKe Belkin……KWN
I’ll need to check that out, as Michael Belkin is an interesting guy and usually has good insights on market direction.
Michael Belkin Says All Roads Lead To Gold In 2017
http://kingworldnews.com/michael-belkin-says-all-roads-lead-to-gold-in-2017/
OOTB….The Long….From Moscow…..The Claw…..
You’ll like this Platinum chart that @Goldfinger posted today:
@Goldfinger – “Platinum looks for real, $1010 followed by $1044, support at $952: ”
Looking good…….thanks……………The Long….
almost $100 swing…….888 to 980….
It looks like a “W” shaped bottom for Platinum, which is one of the more solid bottoming patterns.
Goldfinger seems to be in agreement with this chart that Peter Brandt posted recently:
http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1c6oh6u-IMG_4740.JPG
Here is a longer term Platinum:Gold ratio chart that shows just how far undervalued the Noble Metal is to the Yellow Metal.
Typically Platinum trades at a premium to Gold in the 1.2-1.6 range, so a return to that mean makes sense, and there are not that many companies participating in this space to capitalize on that arbitrage.
http://stockcharts.com/h-sc/ui?s=%24PLAT%3A%24GOLD&p=D&st=1990-01-01&en=(today)&id=p94318212452
a break out , above the down trend line……….thanks for the additional chart.
Thanks for the ratio chart…….
Mark Fabre echoed the same sentiment ( like )about platinum on KWN
thanks Marty…….
Many thanks for all your efforts, ExcelsiorMaximus
Marty – Thanks for the heads up on Marc Faber’s views of Platinum.
http://kingworldnews.com/marc-faber-if-you-want-to-make-a-fortune-this-year-buy-these-stocks/
Ha! – Thanks CFS.
Gold price rally gains momentum
Frik Els | a day ago
Golden Star Achieves Commercial Production at Wassa Underground Gold Mine
Jan. 6, 2017 /CNW/ – Golden Star Resources Ltd. (NYSE MKT: GSS; TSX: GSC; GSE: GSR)
Jaguar Mining Announces Successful Recommissioning of Mill #3 at Turmalina Gold Mine
TORONTO, Jan. 5, 2017 /CNW/ -Jaguar Mining Inc. (TSX: JAG) is pleased to announce the successful recommissioning of Mill #3 at its Turmalina Gold Mine, in Minas Gerais, Brazil….
“Jaguar Mining Inc. (TSX: JAG) is pleased to announce the successful recommissioning of Mill #3 at its Turmalina Gold Mine, in Minas Gerais, #Brazil…. “Turmalina is expected to process 533,000 tonnes of ore in 2017. Using only Mill #3, Turmalina will be able to achieve the entire through-put capacity of the plant with a lower operating cost, through electricity consumption savings, compared to using both Mill #1 and Mill #2 in 2016. Currently Mill #1 and Mill #2 at Turmalina have been taken off-line for maintenance and will be kept on standby mode. The reconstruction of Mill #3 will allow the processing plant to be run at a full capacity of 2,000 tonnes per day or approximately 720,000 tonnes per year in future years using a combination of mills.”
Rodney Lamond, President and Chief Executive Officer of Jaguar, stated: “Jaguar has achieved another significant milestone with the recommissioning of Mill #3, which will increase daily processing capacity of the plant to 2,000 tonnes per day. We expect that the increase in process tonnage and lower operating costs for Mill #3 will positively impact Turmalina’s unitary costs. Mill #1 and Mill #2 are being reviewed for maintenance and will be kept on stand-by as a part of Turmalina’s long-term, organic growth strategy, and other opportunities in the Iron Quadrangle.”
PDAC curse?