Honorable mentions for Beaver Creek (9/14/205)
DON DURRETT
SEP 14, 2025
Honorable Mention (Random Order)
(1) Silver Tiger. They would have made the list if they had a PEA for their underground mine. I do think it is a 10-bagger.
(2) Integra Resources. The only reason they missed the list is because I did nto meet with them. It's silly cheap.
(3) AMEX Exploration. I liked this project. Very close to making the list.
(4) US Gold. Not quite enough upside, but a very solid project.
(5) Silver X. This company is getting very close to joining the ranks of mid-tier producers. All they need is a plan and financing to fund it. Their recent PEA was a good step in the right direction. A good spec-bet.
(6) West Red Lake Gold. I like their potential and the location of their mines. Mid-Tier producers that only mine in Canada are rare and very valuable. I expect this company to find a way to grow production.
(7) Discovery Silver. To be honest, they should have made the list. I love this stock. Their Cordero silver project in Mexico is my favorite silver development project. It's going to generate a gazillion in FCF. Plus, their recent Porcupine acquisition was brilliant. It should be a 10-bagger.
(8) Avino Silver. How did I leave them off? My mistake. It continues to print as a 10+ bagger. All they need is time to expand production. It blows my mind a shark did not buy them out. Can't anyone do math? 8M oz x ($100 - $40) = $480M in FCF.
(9) Newcore Gold. I don't own this stock, but I will on Monday. I've had an eye on them for a few years, but the risk-reward has gotten too good to ignore. If you don't mind Ghana, then take a look.
(10) Scottie Resources. A bit early in their development cycle, but I like the path they are taking and expect them to find more gold. This project is going to work.
(11) STLLR Gold. They have 18M oz's of gold in Canada in good locations. Their FD mkt cap is $155M. And it's a development company. What's not to like? Very close to making the list.
(12) First Mining. They are finally getting closer to permitting their large gold project in Canada. It's a pretty good spec bet at this valuation.
(13) Americas Gold & Silver. I'm very impressed with Paul Huet, their new CEO. He is going to fix their Galena mine in Idaho. I expect them to grow into a large company. It was hard to leave them off my list. I expect big things.
(14) Denarius Metals. Their CEO, Sarafino Iacono, founded Gran Colombia, which became Aris Mining. He plans to build another Aris (large mid-tier producer). I expect him to succeed. This one is a good spec-bet.
(15) Freegold Ventures. They are working on a PFS to show the world it is a viable project. They will succeed at that objective. The NPV is going to be massive. I hope Kinross offers them a 50% free-carry JV. They couldn't turn that down! |
