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Capitalizing on the Yukon Gold Rush 2011
- Yukon: Energy, Mines, and Resources
Results from Brewery Creek Include…
Brewery Creek has small resource of 287,000 oz’s in all categories grading between 1g/t and 2 g/t gold. Drilling on these 2 high priority targets is expected to bring significant increases to the resources on both Grew and Brewery Creek as remodeling of the deposits has shown significant potential to add a lot of tonnage to both projects.
Not only is GPD well financed with quality projects that are set to add material value, GPD currently has a royalty revenue stream of $1M that is expected to grow to $10M in the next 3 years as expected mines come into production from their large 70,000 acre Nevada land package which will greatly aid in funding exploration in future years and keeping dilution to a minimum when making a production decision vs a vending decision.
GPD also has a large pipeline of Yukon projects that should generate new excitement and has one of the largest land packages in the Selwyn Basin near ATC’s recent discovery at Osiris. This is not a drill ready project, but it is an area that saw a major staking rush and is now one of the premiere holders in the area next to ATC. GPD will be aggressively exploring this area and refining targets to the drill ready stage for the 2012 and 2013 seasons. Other companies of note in that particular area that have peaked my interest are EXU and NDR.
The Selwyn Basin is much more remote than GPD’s current focus, which is defining potential shallow bulk tonnage targets that can be fast tracked to production. With the excellent infrastructure and initial results from their 2 flagship projects, Grew Creek and Brewery Creek are high priority targets that if continue to yield consistent results will add material value to Golden Predator. Golden Predator is truly a must have stock for the Yukon. They are the first to be drilling, will be the first to deliver results and will lead the pack this year with the excellent projects they have acquired to develop and advance.
Golden Predator is the best Yukon stock to own
The Rest of Beat the Market’s Yukon Portfolio
Northern Tiger Resources NTR-V $0.48
Shares Out… 83.8M
Market Cap… $40 million
Northern Tiger went on an excellent run last year and then the SP collapsed when results from the Sleeping
Their Sonora Gulch project in the White Gold district has also yielded some very excellent gold results, although the buried porphyry
Ryan Gold Corp RYG-V $2.00
Shares Out… 82.6M
Market Cap… $165 million
The question everybody is asking themselves is… Did Yukon prospector Shawn Ryan save the best for last?
Another question everyone is asking… Can Ryan translate prospecting success and parlay it into a quality exploration company?
I for one am not going to bet against him. How can you not have Ryan Gold Corp in your tier 1 Yukon Exploration Portfolio, considering this is the guy that started this gold rush off?
I do not know much about Ryan’s projects yet, but what I do know is that they have recently defined a very large soil anomaly trending 4 km in a north south direction and a 1km in an east west direction on the Ida Oro Property and recently acquired all of Shawn Ryan and Wildwood Explorations Gold properties. Could Ryan have saved the best for himself? I am betting he probably did as the initial exploration results look like there might a very large system on Ida Oro.
Ryan Gold carries a super huge premium at a $165M market cap, but could be worth it in the end.
Pacific Ridge Exploration PEX-V $0.305
Shares Out… 52.4M
Market Cap… $15 million
PEX’s Mariposa property could be the company maker which covers has some very good undrilled soil anomalies and also covers over 10km of highly prospective Altered Quartz Mica Schist (QMS) structure that is highly prospective for White Gold style mineralization. In addition to the QMS structure, PEX has a large AU-Sb-Bi Cu-Mo soil anomaly rough 2 km north of the QMS rocks. Pacific Ridge has several other highly prospective projects on the go that should generate some excitement.
At a $15 million market cap, this company is dirt cheap.
Kestrel Gold KGC-V $1.10
Shares Out… 26.7M
Market Cap… $29 million
The King Solomon Dome Project in the Yukon is 4050 foot peak that is believed to be the one of the sources of the gold fields that sparked the Klondike Gold Rush. Kestrel’s properties cover 3 main anomalous zones at least 1km in length and varying from 25m to 400m in width with soils grading as high as 0.9g/t au. The property has anomalous arsenic, antimony and lead geochemical signature which is common with other White Gold projects such as Kinross’ Golden Saddle and Arc projects.
Recent trenching of these anomalies have encountered numerous high grade zones including14.7 g/t au over 1.9 meters , 8.1 g/t au over 1.9 meters, and 40.7 g/t au over 0.7 meters and also revealed wider zones of mineralization between 1 to 2 g/t gold. Recently Kestrel located a zone of bonanza grade altered schist that graded up to 51.2 g/t au.
Strategic Metals SMD-V $3.21
Shares Out… 79M
Market Cap… $253
Strategic Metals is basically the best play you should own in the Yukon if you want a hand in pretty much everything. If you can’t decide, buy SMD because they are the Pinetree of the Canadian Northwest. They optioned most of ATC’s properties and Silver Predator among many others and are one of the premiere land holders in the Yukon and have working interests in over 150 projects in the Yukon and BC. They also manage a large portfolio of shares that it has acquired through its various options and sales agreements.
Alexco Resource AXR-T $7.94
Shares Out… 59M
Market Cap… $469 million
You can’t own a piece of the Yukon without owning this company as everyone knows the historic Keno Hill is one of the richest silver projects in the Yukon. If this high grade pure silver Yukon play isn’t in your portfolio, then you need to do more research on the Yukon. Alexco has big plans for the Keno Hill district and putting this historic old silver mine back into production. At still less than $500M market cap, it may seem expensive, but this may be the one larger cap that goes nuts when silver takes off being a pure silver player in the Yukon.
Full Metal Minerals FMM-V $0.31
Shares Out… 147.5M
Market Cap… $45 million
These guys aren’t really in the Yukon, being based out of Alaska and have other projects on the go such as their Pyramid Porphyry Project in Alaska, but I have decided to include FMM because they have the Underworld
Taku Gold Corp TAK-V $0.385
Shares Out… 67M
Market Cap… $25
Taku is one of the largest land holders within the White Gold District and their Rosebute property looks highly prospective with a 2.2km long soil anomaly and max values of 0.2 g/t au. They have also defined a second 450 meter long anomaly with values up to 84ppb and a third anomaly that runs 1.1km in length and max values of 0.154 g/t au. Taku has several properties that they will be continuing to explore and advance to drill ready stage, but the 3 anomalies on Rosebute are so far showing the most promise for a large gold system.
Atac Resources ATC-V $6.62
Shares Out… 92M
Market Cap… $609 million
ATC remains a popular bet and a strong buy going forward into the 2011 exploration season with an aggressive drill program designed to delineate ATC’s new discovery in the eastern end of their Rackla Belt. RAU is a couple potential multimillion ounce deposits and the new discovery at Osiris has the market extremely excited for ATC’s prospects. This is a stock for the big boys at its current price, but no portfolio is complete without ATC and its big discovery last summer.
Kaminak Gold Corp KAM-V $3.32
Shares Out… 63M
Market Cap… $209 million
Kaminak is the discovery from last year that still offers pretty good leverage in my opinion. If they continue to expand last years discoveries on the Coffee Project along strike and at depth, Kaminak offers a great risk reward buy at current levels. They have proven they got something in the ground and are still cheap compared to others in the Yukon. This company probably has the least premium of the more advanced Yukon explorers.
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Beat the Market offers an in-depth strategic feature company service for the above mentioned companies in the Yukon. Beat the Market is not a reporter for hire.