Reshaping Mining Investment

Toronto, Ontario
Joined September 2013
.@TroilusMining continues to build momentum, securing US$850M in credit approval from its banking consortium, alongside a US$132M LOI for export credit with Finnvera. The Company has also been selected for Quebec’s Filon Initiative and is finalizing its Impact and Benefit Agreement with the Mistissini First Nation. We continue to see extraordinary value creation potential as $TLG advances its world-class gold-copper project toward production. Read more: redcloudresearch.com/troilus…
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.@ProspectivaRes is advancing a copper-gold VMS target in Brazil's Borborema Province, 100% of four projects (~335 km2, incl. Tabira, Pico do Jabre, Desterro) from Pan American Silver Jan/26. A funded 2,500m maiden drill tests EM conductors at flagship Sao Francisco, where earlier Yamana drilling hit 6.41% Cu and 0.36 g/t Au over 7.50m. At a ~C$12M market cap, we see district-scale upside if targets along trend confirm the VMS model. Details: redcloudresearch.com/prospec… $PSVA
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.@GSilver_co's Q3/26 production climbed 14% QoQ to 683,675 AgEq oz (392,138 oz Ag, 3,771 oz Au, 716,561 lbs Pb, 908,759 lbs Zn), beating our estimate by 4.3% as milled tonnage rose 14.6% QoQ to 131,774 t. Gains at Bolanitos and El Cubo reflect better underground access, and San Ignacio is being integrated via a new haulage tunnel. We see the stock's 0.28x P/NAV, vs. silver peers at 0.41x, as a gap that should narrow as production builds. Learn more: redcloudresearch.com/guanaja… $GSVR
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.@OCG_Silver launched Project Argentum, an up-to-40 tpd pilot plant and small underground mine at Santa Ana Ag-Au in Colombia, targeting first production in 2027. Colombia's ANM approved the Technical Work Plan, clearing the second of four permitting stages. $OCG will mine the La Porfía vein via the La Ivanna portal, making doré without cyanide or mercury. We view the approval as an encouraging permitting milestone that helps de-risk the project. Read here: redcloudresearch.com/outcrop…
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.@jaguarmininginc produced 12,981 oz gold in Q3/26, up 30% YoY and 5% QoQ (8,549 oz Pilar, 4,432 oz Turmalina); gold sales rose 22% QoQ to 14,258 oz. Nine-month production hit 35,667 oz (+15% YoY); FY2026 guidance reiterated at 50,000-60,000 oz. New Turmalina underground drilling has 7 holes done on the Faina depth extension, 20 more planned. We view this as keeping $JAG on track for FY26 guidance, with follow-up potential from the new program. Details: redcloudresearch.com/jaguar-…
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.@CoTecCorp signed a non-binding framework agreement with @BMRcorp_ toward a Strategic Economic JV across BMR's producing Punitaqui copper district in Coquimbo, Chile. BMR keeps its existing operation; partners split 50:50 whatever $CTH's technologies add on top. This reinforces copper as the company's third pillar alongside magnets and iron, and is its first copper deal with an operating mill attached. Read more: redcloudresearch.com/cotec-h…
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Brunswick Exploration drilled a 302m interval of spodumene-bearing pegmatite at its Anatacau Main project in James Bay, Québec, visually estimated at ~30% spodumene (up to 80% locally); assays pending. It's $BRW's widest hole yet, and on raw width ranks among the widest pegmatite intercepts in James Bay outside Q2 Metals' Cisco project. We view this as a genuine positive on scale, confirming a large mineralizing system open at depth. Learn more here: redcloudresearch.com/brunswi…
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.@safisilvercorp wholly owns the Addana Ag-Pb and Silver Hill Cu-Ag-Co projects in Morocco, plus a Namibia copper stake. It sold its Kombat Mine interest for US$24M through Jan/28, rare, predictable cash flow for an explorer. $SF.V is drilling a maiden 12-hole program at Addana, a 112km² vein system on a ~40km artisanal trend. Best confirmed assay: 35.52 g/t Ag over 1m, with an unconfirmed 657 g/t Ag over 1m pending re-assay. Drilling now moves to Antenna Hill, the key test. Read more: redcloudresearch.com/safi-si…
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.@OrosurM's CED001, the first hole ever drilled at El Cedro on its 100%-owned Anza Au-Cu project in Colombia, returned 0.65 g/t Au over 267.4m from surface, extending last month's 61.35m interval. Separately, $OMI.V completed the Plan of Works for Pepas, which holds 219koz at 5.11 g/t Au. We see this as a step forward on development, with a large system showing bulk tonnage potential. Redrilled hole CED001A is now the main near-term catalyst. Details: redcloudresearch.com/orosur-…
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.@FireFoxGoldCorp's Lammas Zone at the Mustajärvi Gold Project (Finland) grew to ~260m of strike after two new holes confirmed lateral continuity from the discovery hole, including two ~100 gram-metre intercepts, on a corridor 1km east of the main gold trend. We view this as a fourth high-grade zone broadening the project ahead of the 2027 initial resource estimate. $FFOX holds a ~C$29M market cap, with Agnico Eagle owning ~11%. Learn more: redcloudresearch.com/firefox…
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.@MyriadUranium agreed to acquire 100% of the Los Altares project in Argentina from Green Shift Commodities for C$1M all-in, covering 23 properties and 55,013 ha in the Cerro Solo uranium district. We see it as another cheap option on the uranium price, consistent with $M's pattern of low-cost entries. It also adds jurisdictional diversification as Argentina pursues domestic uranium supply. Read more: redcloudresearch.com/myriad-…
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