The Critical Investor
The Critical Investor
The Critical Investor is a newsletter and comprehensive junior mining platform, providing analysis, blog and newsfeed and all sorts of information about junior mining. The editor is an avid and critical junior mining stock investor from The Netherlands, with an MSc background in construction/project management. Number cruncher at project economics, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long-term commodity pricing/market sentiments, and often looking for long-term deep value. Getting burned in the past himself at junior mining investments by following overly positive sources that more often than not avoided to mention (hidden) risks or critical flaws, The Critical Investor learned his lesson well, and goes a few steps further ever since, providing a fresh, more in-depth, and critical vision on things, hence the name.
The Critical Investor explains why major shareholders like Crescat Capital "are stepping up once again ... but this time increasing their ownership in Tectonic even more" as everyone eagerly awaits the results from Seventymile.
The Critical Investor discusses the first results of deep drilling aimed at the Campbell Shear with CEO Gerald Panneton.
The Critical Investor looks into the latest drill results of this junior miner at its Regnault target, which could be very close to 1 Moz gold now.
Gold Terra Resource Corp. has some ambitious plans as they continue to drill their 30,000m program, and the most recently announced results 'continue to impress.'
The Critical Investor marvels at the ongoing CA$3 million PP by Tectonic Metals, and explains why he believes in low downside risk, as does for example Tectonic's strategic partner Crescat Capital.
Aztec Minerals goes from strength to strength it seems; after a myriad of excellent drill results at Cervantes, mid-tier producer Alamos Gold, operating the Mulatos Gold mine nearby got interested and is working on a CA$3M strategic investment at the moment.
The Critical Investor reviews the latest updates with Alianza Minerals Ltd., including their closing of a CA$750K private placement.
This junior miner appears to be proving up 1 Moz heap leachable gold with ease, as further step-outs from the northern center part of its Cervantes project have returned a few excellent results.
The Critical Investor discusses 2022 exploration plans and projects with Alianza Minerals CEO Jason Weber.
With the next batch of drill results from the Ivana deposit coming back from the labs including a few high-grade results, the Critical Investor discusses recent developments with Blue Sky CEO Niko Cacos.
The Critical Investor looks into Omai Gold Mines, which is proving up as many left behind ounces of gold as they can at the historic Omai Gold Mine in Guyana.
The Critical Investor takes a deep dive into Quebec-focused gold explorer Vior Inc. and concludes that he likes "the odds for Vior, as Belleterre is an impressive brownfield project with lots of indications for mineralized potential."
At very high zinc and copper prices, and with a pretty impressive (60.4m @ 2.25% CuEq) drill result at the Sesmarias target, part of the Alvalade project in Portugal, it was easier for Avrupa Minerals to raise almost a third of their market cap, being CA$1.25M. The Critical Investor does a quick update.
This company has announced more excellent drill results from its project in Mexico, and the Critical Investor believes it is well on its way to prove 1Moz of heap leachable gold.
The Critical Investor discusses the first assays being reported by Blue Sky Uranium regarding the Ivana Main target, part of their district scale Amarillo Grande uranium/vanadium project in Argentina.
The Critical Investor is looking into Aztec Minerals, which is aiming to delineate two oxide deposits in Mexico and Arizona, both with large scale porphyry/CRD potential at depth.
After acquiring the W2 Copper-Nickel-PGE project in Ontario, Platinex adopted a new dual strategy by going back to its roots, which involved platinum group elements (PGE), but is also in the process of revitalizing its large and prospective Shining Tree gold exploration project in the Abitibi Greenstone Belt, also in Ontario, writes The Critical Investor.
The Critical Investor provides a quick update about Argentina Lithium, after they announced the acquisition of more lithium projects, on the back of a C$6M raise. All this when lithium product prices are breaking record after record.
The Critical Investor was asked again by Streetwise Reports to provide his top 7 picks for the new year — at a point where the COVID-19 pandemic is playing out the Omicron variant, inflation is reaching levels not seen in decades, the Fed surprising the markets with a more hawkish stance than anticipated, with metal prices at very high levels although gold and silver seem to be consolidating and setting up for a breakout.
Although Gerald Panneton was already guiding Gold Terra as an Executive Chairman, it seems likely after this restructuring he will have full control being a Chairman and CEO effective January 1st, 2022. As he was used to be thinking big at Detour, the Critical Investor expects more of the same here.
After a year of slow progress for Avrupa Minerals, management decided to create more opportunities by acquiring four exploration properties in Finland.
After Dolly Varden Silver announced the transaction with Fury Gold Mines regarding the Homestake Ridge Project, the Critical Investor looked into future potential coming from combining Homestake with the Dolly Varden Project, and exploration potential.
The Critical Investor catches up with CEO Jason Weber of Alianza Minerals about the company's latest endeavors with Cloudbreak Discovery and the status of their other projects.
With the recently earned-in ownership of 51% in the Independence Gold project, the PEA coming up and potentially a much more important catalyst in Q1 2022, the Critical Investor felt it was time to conduct an interview with CEO Christos Doulis.
The Critical Investor discusses the benefits of the recently acquired Con Mine with Gold Terra Executive Chairman Gerald Panneton.
Argentina Lithium seems to be making the most of the ongoing lithium frenzy by battery producers, raising sufficient capital to fund exploration for their Argentinian lithium projects, scheduled for next quarter.
Standard Lithium had a remarkable week, as it got struck by a short selling report on November 18, and announced a US$100M investment by Koch Strategic Platforms on November 24. At the same time, lithium product prices don't seem to be slowing down anytime soon and set another record.
The Critical Investor discusses the status of the projects of Standard Lithium, one of the major lithium developers in the Americas, and lithium product pricing in this quick update.
As Meridian Mining has been pretty busy at its Cabaçal VMS Copper-Gold Project in Brazil lately, raising an oversubscribed C$10.38M, drilling world class gold intercepts (8m @ 71.3g/t Au), other visible gold and long copper intercepts, defining new targets and gold structures, and is increasing strike length of mineralized zones, the Critical Investor catches up with management to discuss ongoing developments in a rather extensive update.
Golden Arrow Resources is looking to benefit from current positive sentiment in metals, as it recently commenced drilling at the Terra Dorada gold project in Paraguay and at its Rosales Copper project in Chile, but it also optioned the Libanesa silver-gold project in Argentina, and is planning early stage exploration at this and two other projects.
As the Sprott Physical Uranium Trust almost singlehandedly caused spot uranium oxide prices to explode recently, sentiment for uranium juniors turned pretty positive as a consequence. Because of these developments, the Critical Investor is interested in the current state of affairs at Blue Sky Uranium.
Alianza Minerals recently completed its 2021 drilling campaign at its flagship Haldane silver project in the historic Keno Hill Mining District, and the last assays of this program have been received recently. Another batch of solid results implies the company is on the right track, but is looking for a bigger prize.
The Critical Investor explains why he thinks Vior (TSXV:VIO) has a good risk/reward investment profile, with its flagship Belleterre in Quebec, which contains the historic Belleterre Mine (produced 750koz Au @ 10.7g/t Au between 1936 and 1959), and very recently provided excellent sampling results, with results up to 274.9g/t Au.
The Critical Investor looks into Hawkmoon Resources' gold projects in Quebec.
The Critical Investor takes a look at Alianza's drill program at its Haldane project in the Yukon, its recent off-the-charts intercept and more results to come.
The Critical Investor discusses Kenorland Minerals' recent activities: completing its first drill program at Regnault; ongoing exploration at Tanacross, Chebistuan and Healy; and the sale of the Fox property.
The Critical Investor profiles Maxtech Ventures and explains why there is realistic potential for a strong re-rating.
The Critical Investor profiles Meridian Mining's latest drill results and notes that the company recently raised CA$2.73 million from the ongoing exercise of warrants.
The Critical Investor provides details of the explorer's non-brokered CA$1.2M financing, which will be used to advance projects including the company's silver prospect at Mount Haldane in the Yukon.
The Critical Investor takes a look at recent drill results at its copper-zinc project in Portugal, a JV with MATSA.
The Critical Investor delves into Kenorland Minerals' latest drill results at its Regnault Gold Project in Quebec.
The Critical Investor looks at Meridian Mining's latest drill results at its Cabaçal VMS Copper-Gold Project in Brazil and explains why he likes what he sees.
The Critical Investor explains why he believes Golden Independence Mining's maiden resource estimate will put it on the radar of its much larger neighbor in Nevada.
The Critical Investor profiles Argentina Lithium and Energy, which is starting up exploration activities in the Lithium Triangle.
The Critical Investor takes a look at Golden Arrow Resources' latest results at its Fletcha De Oro project in Argentina.
The Critical Investor delves into Meridian Mining's exploration at its 100% optioned Cabaçal VMS Copper-Gold Project in Brazil, and the first set of assays from a large drill program.
The Critical Investor takes a look at recent activity at Blue Sky Uranium, including preparing the preliminary feasibility study and commencing metallurgical test work, as it awaits drill results.
The Critical Investor delves into Golden Independence Mining's recent drill results as well as its oversubscribed private placement.
The Critical Investor delves into Gold Terra's most recent drill results at its Northwest Territories project.
The Critical Investor explains why Meridian Mining could have a "pretty attractive project at the right time in the metal price cycle."
The Critical Investor profiles Golden Independence Mining and notes that its current drill program has delivered strong results and the maiden NI43-101 compliant resource is expected in a few weeks.
The Critical Investor discusses Meridian Mining's work to prove up its historical resource and see if it has major VMS project potential.
The Critical Investor looks into the significantly increased resource estimate Gold Terra released for the Yellowknife City Gold Project in the Northwest Territories.
The Critical Investor explains why he believes Golden Arrow is in an ideal situation to profit from renewed enthusiasm for copper and precious metals.
The Critical Investor takes a look at this company that began publicly trading in January that has copper and gold projects in Quebec and Alaska.
The Critical Investor takes an in-depth look at Avrupa's new drilling results at the Alvalade copper-zinc project in Portugal.
The Critical Investor discusses the turnaround Gold Terra Resource has made in the last few years and its current exploration program.
The Critical Investor examines the latest news from Treasury Metals, including an integrated PEA for the combined Goliath-Goldlund project and an upsized financing.
The Critical Investor delves into Blue Sky Uranium's projects in Argentina.
The Critical Investor takes a look at Alianza Mineral's latest drill results at its Haldane Silver Project in the Keno Hill District and explains why it may be just scratching the surface.
The Critical Investor explains why he believes "investors have an interesting opportunity to invest in a pretty derisked, undervalued and experienced explorer with three chances for success."
The Critical Investor takes a look at recent developments at Standard Lithium and speaks with CEO Robert Mintak.
The Critical Investor looks into the technicals for "undervalued" KORE Mining, including the heap leach projects and a plan to spin out the FG Gold Project into Karus Gold.
The Critical Investor provides an update on Alianza Minerals, which has suffered a joint venture setback but continues work on its flagship Canadian prospect.
The Critical Investor examines the latest news from Avrupa Minerals, noting drill results are expected in January 2021
The Critical Investor takes an in-depth look at this explorer, noting it has raised funding, has new management, owns significant gold assets, and is looking for much more in British Columbia.
The Critical Investor profiles this silver-focused explorer with three projects, two in the Yukon and one in Nevada.
The Critical Investor profiles Avrupa Minerals at a time when the company is preparing to drill at its flagship Alvalade copper-zinc deposit, has closed financing and has completed a 4:1 consolidation.
The Critical Investor, an avid and critical mining stock investor and newsletter writer from Europe, looks for high-quality companies, strong short-term catalysts and deep value. In this interview with Streetwise Reports, he takes a deep dive into the drivers behind gold's appreciation, discusses several criteria he uses to evaluate mining juniors and developers, and profiles, using his numbers-based approach, 13 junior mining companies, most of which are featured in his portfolio.
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