First and Last Word on Metals and Mining

Orca Gold (formerly Canaco Resources)

Symbol
Last Price
Trade Date
Market Cap
Currency
Exchange
Primary Metal
Flagship Project Location
Company Type
ORG.V
$0.54
May 17
$36M
CAD
CVE
Gold
Sudan
Explorer
ORG.V

Business Summary »

The Metal Augmentor Take »

Metal Augmentor Analysis »

GDXJ Index Change Trades

We recently looked at the 3rd quarter Market Vectors Junior Gold Miners ETF (AMEX: GDXJ) additions, deletions and rebalancing to identify speculative trade opportunities ahead of time. A free version of this analysis is available on Seeking Alpha here. After … Read More →

Reacting to a Rebalancing of the Junior Gold Miners ETF

Last Friday, 4asset-management released its quarterly review of the Market Vectors indices. These changes are important because they essentially determine how Van Eck Global will… Login or Subscribe to Read More →

Mining News Review: Week of September 13th

It is typical for me (aka Zurbo) and my business partner Tom (aka Silverax) to discuss the latest news and developments from explorers and mining companies for several hours each day. Rather than having the results of these discussions remain … Read More →

Other Expert Analysis »

Bob Moriarty: A Contrarian’s Guide to Volatile Markets

One of the real low-hanging fruits has to be Canaco, which went from an $800 million (M) market cap a year ago to about $80M or $100M now. The stock has gone from $8/share down to $0.88/share and the company has only about $0.60/share in cash. But it’s worth $800M. Its intercepts are fabulous. No question whatsoever, it’s going to be a mine. It has no particular issues.

Canaco’s Magambazi Deposit

I thought it would be an interesting project to come up with my own [resource] estimate. So that’s what I did. As you will read, I had some difficulties, was left with a big question mark, but learned a lot along the way that will help me evaluate Canaco and Magambazi going forward.

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