James Kwantes

Sunshine Coast

Editor, CEO.CA at Resource Opprtunities

Right place, right time, sometimes. Ex-Vancouver Sun. Curious. Opportunities in metals and exploration. Support good content: https://t.co/UBTrdyoDld 🙏

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Articles

The Forever Financing

Nov 28, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonMost junior exploration companies are forever financing. John Black’s Aldebaran Resources (ALDE-V) managed to land what could be a “forever financing” while retaining majority control of the company’s flagship asset, the Altar copper-gold porphyry project in Argentina.
Contrarian insiders buy the gold dip

Nov 15, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonSome insider buying of note as gold drops below US$2,600 an ounce and we head into the heart of tax-loss selling season ... and winter:Mayfair Gold (MFG-V)Given the relative trickle of outside capital into junior mining, the arrival of a well-known U.S. hedge fund (on the long side) is cause to pay attention. I wrote about Mayfair Gold (MFG-V) and its new capital markets hire Nicholas Campbell in my last piece: Go Time For Mayfair Gold?
Gold bull market signals

Oct 31, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonDistinguishing between signal and noise is a survival skill for junior mining investors. Personnel moves can be one meaningful signal, especially as gold flirts with US$2,800 an ounce. On October 28, Mayfair Gold (MFG-V) announced the appointment of Nicholas Campbell as VP Corporate Development.
Junior Mining Darwinism: Innovate or Die

Oct 17, 2024 | ceo.ca | James Kwantes

By James Kwantes Published first at PatreonTough capital markets for juniors are a brutal Darwinian filter. It's never been easy to tell the bargains from the zeroes around TSXV bottoms – never mind identifying a bottom. Cautiously though … with the index around 600 yet again and metals prices ascendant, this may not be a bad place to start looking. Access to CapitalOne historically reliable filter has been to focus on companies that find ways to find capital – rain or shine.
Creating billions in shareholder value, quietly

Oct 4, 2024 | ceo.ca | James Kwantes

by James Kwantes Published first at PatreonAfter the latest mining M&A -- Coeur Mining's acquisition of Silvercrest Metals -- I Googled "Eric Fier" out of curiosity. The top initial result was a child psychiatrist in Atlanta. Eric Fier, the low-profile mining entrepreneur, just sold his Silvercrest Metals (SIL-T) to Coeur Mining (CDE) for $2.3 billion, or $15.40 a share (Coeur shares closed down 9.5% on news of the all-share deal).
Chris Taylor joins Founders Metals $FDR board

Oct 1, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonPay attention moments in junior mining: This morning before market open, Founders Metals (FDR-V) announced the appointment of Chris Taylor as a company director. Taylor, of course, orchestrated one of the best buyouts in the sector when he sold Great Bear Resources (GBR-V) and its Dixie gold deposit to Kinross Gold (K-T) for $1.8 billion in December 2021.
Junior Mining Moneyball

Sep 8, 2024 | ceo.ca | James Kwantes

By James Kwantes Published first at Patreon.com/jameskwantesIt’s a familiar albeit rare story: a junior strikes it rich with a spectacular discovery and gets taken out by a major. Happy ending for all. Swinging for the fences can be one component of a junior mining investing strategy. As a guiding philosophy, it’s hazardous to your portfolio’s health. Sad endings are the baseline. I like home runs AND base hits. The longer I invest, the more I’m drawn to junior companies built for sustainability.
Buys of Summer: New Whale Sightings

Aug 18, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonWith apologies to Timothy Leary, summer is the time when many investors “turn on” (the music), “tune in” (to vacation vibes), and “drop out” (of the markets). For others, money never sleeps. Some recent insider buys – including from resource “whales” known for creating shareholder value – captured my attention.
What's next after Filo's $4.5B exit? A few ideas

Jul 29, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonThe $4.5-billion sale of Filo Corp. to BHP and Lundin Mining (LUN-T) secures a spot on the global mining stage for the Lundin family's third generation. Lundin Mining's 50% ownership in Filo del Sol, Vicuña's flagship, gives Lukas's sons a meaningful stake in what looks to become a multi-generational copper district.
Dream sheets, dream teams

Jul 16, 2024 | ceo.ca | James Kwantes

By James KwantesPublished first at PatreonIn an age of capital-starved juniors and success-starved mining companies, there are outliers. On Monday Foran Mining (FOM-T) announced a strategic investment/financing package for up to $315 million and an upsized credit facility with Sprott Resource Lending. The funds would allow Foran to build Phase 1 of its McIlvenna Bay copper-zinc-gold-silver mine in eastern Saskatchewan for US$604 million. Commercial production is expected in the first half of 2026.

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James Kwantes 🇨🇦 @jameskwantes

4 Jun 25

Tale of a city: a good, and sad, read by @jmackie_mackie

The Vancouver Sun @VancouverSun

The most beautiful block in Vancouver is for sale https://t.co/Uo73i42cGH https://t.co/3kYxjpMm0q

James Kwantes 🇨🇦 @jameskwantes

3 Jun 25

Great interview. If you invest in junior mining, just watch this: Muddy Waters' Darren McLean on investing in the mining sector https://t.co/VI68LGuAer via @YouTube

James Kwantes 🇨🇦 @jameskwantes

3 Jun 25

Haarlem > Harlem