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 takes a look at one junior lithium play in Argentina that just had some success with the drill bit and is building its prospective land package — real estate that should only increase in value as lithium carbonate prices hover around US$75,000 per tonne.
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.
As Omai Gold Mines is busy drilling their project in Guyana, the Critical Investor catches up with CEO Ellingham to discuss the latest results.
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 looks at a junior miner that has been raising cash and acquiring additional claims for its Ontario projects.
The Critical Investor looks into a junior that is trading at all-time lows at the moment and could be an interesting opportunity.
This junior miner, after repeatedly reporting strong drill results, could be well on its way to delineating an estimated 800-1,100koz Au oxide gold resource near surface at its project in Sonora, Mexico.
The Critical Investor checks in with a junior explorer after it intersects visible gold and completes a CA$5.6 million raise.
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."
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.
It seems Avrupa Minerals has finally hit at its Sesmarias North target. The Critical Investor discusses the results with CEO Paul Kuhn.
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 discusses the latest developments for Blue Sky Uranium with CEO Niko Cacos, as a new drill program at Ivana has commenced, and the company has won a lawsuit.
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.
After Kenorland Minerals announced its latest batch of drill results, the Critical Investor took the opportunity to do an extensive interview with CEO Zach Flood to discuss results, programs, strategy, and projects for 2022.
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.
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