Following up with a couple stocks that Jayant has outlined before
Jayant Bhandari joins me today to look back on a couple stocks that he has outlined in past interviews. We start with the arbitrage opportunity in Core Gold (TSX.V:CGLD) and how Jayant is trading this stock. Next are his comments on Irving Resources (CSE:IRV) which has been running and really popped this month.
Corvus Gold drills 59.4 m of 1.51 g/t Au at Mother Lode
2020-01-30 08:15 ET – News Release
Mr. Jeffrey Pontius reports
CORVUS GOLD CONTINUES TO EXPAND MOTHER LODE MAIN ZONE WITH 59.4M @ 1.51 G/T AU & ADDITIONAL INTERCEPT OF LOWER CENTRAL INTRUSIVE OXIDE ZONE WITH 22.9M @ 1.62 G/T AU
Corvus Gold Inc. has received assay results from two reverse circulation (RC) holes from its continuing phase 4 Mother Lode resource expansion drill program (see attached table). Both results returned positive assays from the central part of the deposits Main zone infill program and the new Central Intrusive zone (CIZ) oxide target just below:
ML19-124; Main zone: 59.4 metres at 1.51 grams per tonne Au (including 15.2 m at three g/t), lost hole in CIZ;
ML19-128; Main zone: 27.4 m at 1.24 g/t Au and CIZ: 22.9 m at 1.62 g/t Au, lost hole in CIZ.
These latest results indicate that the Main zone displays excellent continuity of good open-pit grade throughout the mineralized horizon.
Klondike Gold Reports 2.1 g/t Au over 28.9 meters and 31.2 g/t Au over 0.5 meter at Stander Zone, Yukon
Good interview today Cory and Jayant. I agree with the point that the most followed sexy companies are often already more properly valued, and it is the lessor followed companies where value arbitrages show up more often.
(SWA) (SRMMF) Sarama Resources Announces Assay Results from Bamako 2 Drill Program in South-West Burkina Faso
by @accesswire on 30 Jan 2020
https://ceo.ca/@accesswire/sarama-resources-announces-assay-results-from-bamako
Cantex intersects 18.15 metres (12.61 metres true width) of 33.82% lead-zinc with 95.62 g/ton silver at North Rackla
by @newswire on 30 Jan 2020
“Cantex Mine Development Corp. (CD) (CTXDF) has released an update on the work program at its Massive Sulphide project within its 100-per-cent-owned 14,077 hectare North Rackla claim block where drill results continue to define a lead-zinc-silver mineralized system with Broken Hill Type affinities.”
https://ceo.ca/@newswire/cantex-intersects-1815-metres-1261-metres-true-width
Four key themes to watch in the global #Zinc market in 2020
mining.com – January 30, 2020
“The most important driver of the zinc market in 2020 will be the performance of the world’s zinc smelting industry, research firm Wood Mackenzie said in a note on Thursday.”
1. Smelter performance is critical to market outlook
2. Mine closures imminent?
3. The macroeconomic environment
4. Sentiment has led to a disconnect between prices and stocks
https://www.mining.com/four-key-themes-to-watch-in-the-global-zinc-market-in-2020/
(TV) (TREVF) Trevali Exceeds 2019 Production Guidance, Achieves Record Annual Zinc Production and Provides 2020 Guidance
by @nasdaq on 20 Jan 2020
Ricus Grimbeek, Trevali’s President and CEO stated, “In 2019 we started the transformation of Trevali. The Company meaningfully beat annual production guidance, the board was refreshed, a new senior management team was assembled, and we launched the T90 Program to modernize our operations and bring them down the cost curve. The Company is well positioned to be a 400-million-pound annual zinc producer with a reducing cost profile until 2022 when we intend to make a step change in production and cost as the RP2.0 Expansion Project at Rosh Pinah in Namibia is commissioned.”
https://ceo.ca/@nasdaq/trevali-exceeds-2019-production-guidance-achieves
(TV) (TREVF) Trevali Mining Corp – Corporate Presentation Jan 2020
https://s22.q4cdn.com/617180940/files/doc_presentations/2020/Corporate-Presentation-January-2020.pdf
Bobby likes this one……….according to other sources……..
Kalamazoo Resources (ASX:KZR,OTC Pink:KAMRF)
Year-to-date gain: 218.18 percent; current share price: AU$0.28
Kalamazoo is a gold and base metals explorer, but its primary focus is on identifying commercial mineral deposits to explore at its Castlemaine gold project in Victoria. Additionally, the miner holds two gold-base metals projects in Western Australia.
The company is relatively new to the ASX, as it only began trading on the exchange at the beginning of 2017. Since then, the miner has been exploring and developing not only the Castlemaine gold project, but the Snake Well base metals project and the Cork Tree copper project.
In the last few months, Kalamazoo has raised AU$1.2 million in order to fund its Victorian gold projects and officially applied for an exploration licence to further increase its tenure at its newly acquired South Muckleford gold project.
The South Muckleford gold project is located in the Maldon Goldfield of Victoria and boasts historical gold production of 1,975,000 ounces of primary gold, as well as 317,000 ounces of alluvial yellow metal. The asset is also conveniently located approximately 10 kilometres from the miner’s Castlemaine gold project.
Last year in spring or summer Jayant said he had bought Miramont Resources, but has not mentioned it since. I wish he would…Nice to hear his thoughts about Irving.