speedybure's Blog

Sandstorm(s) Updated

speedybure — Thu, 21 Mar 2013 16:07:29 GMT

Since my last update, quite a bit has happened for both companies;

Sandstorm Gold

2013) 2013 Production growth will be very mild, picking up in Q4. Remeber, Sandstorm has to replace the lost production from the Black Fox stream being reduced from 12% to 8%. Luckily increased production from Black Fox as well as Aurizona should mitigate a good portion of that. Mitigating the...

The New Face of Silver Wheaton

speedybure — Tue, 12 Mar 2013 15:07:07 GMT

http://seekingalpha.com/article/1260461-the-new-face-of-silver-wheaton

Battle of Gold Royalty Co's: Franco-Nevada vs. Royal Gold

speedybure — Fri, 09 Nov 2012 15:17:28 GMT

Following the crisis of 2008, both Royal Gold and Franco-Nevada underwent significant transformations. It is my contention that Franco-Nevada has, as least for the time being positioned itself as the top gold royalty company.

Royal Gold ~ Its first streaming acquisition and potentilly most lucractive deal made to date, on a Internat Rate of Return basis was Andacollo. This assets, which Royal has a 75% stream...

Sandstorm Metals & Energy: 2012 Update

speedybure — Tue, 06 Nov 2012 17:43:00 GMT

Sandstorm Metals & Energy has quietly been adding value over the last several months, which when looked upon as a whole, shows 2012 has been a rather transformational year for the company. While it has had its share of problems early on in the company;s infancy, it seems to have taught mgmt a lesson regarding what assets it will pursue going forward.

Sandstorm has or is in the process of amending its Nova...

Speedy;s Top Pick for 2013

speedybure — Tue, 23 Oct 2012 15:44:59 GMT

And the winner is..........................................

#10) Huldra Silver ~ This impressively high grade silver mine, Treasure Mountain, is trading with just a 60m market cap. It will be a quick ramp up period in 2013 as it has plenty of stockpiled material, with commercial production beginning in late Q4/early Q1. Although it has just a small mine permit, it will process 70,000 tons per year, at least un...

Speedy's Top 10 Mining Picks for 2013 # 9

speedybure — Mon, 22 Oct 2012 15:28:26 GMT

While deciding between the number 1 and 2 top 10 picks for 2013 is the most difficult part of the choosing my top 10. This would have made #1 if it didn;t have the massive run-up seen over the last 6-8 weeks, hitting a low of $3.09 and a high near $6.

Colossus Minerals ~ Colossus is one of my favorite gold stories for 2013 and 2014 as it is one of the highest grade deposits in the world. It was also host to t...

Post Email for New Royal Gold Report or Sandstorm Gold

speedybure — Sun, 21 Oct 2012 17:45:27 GMT

We (David Morgan & Mysefl) are launching a new website hopefully this week, if not next. The domain is http://www.richesinresources.com and it will have a plethora of mining and other resource options being offered including reports, newsletter, warrants, options, customized portfolios, etc. This who I email our royal gold report to, please let m...

Speedy's Top 10 Mining Picks for 2013 # 5-8

speedybure — Sun, 21 Oct 2012 17:38:53 GMT

6) U.S Silver and Gold ~ This new company created between U.S. Silver & Rx. Gold & Silver. Thusfar, the new company has created 2nd largest US. Silver producer. Trading for approx a 160m market cap with production for 2012 of 2.5m oz. Ag & 22,500-25,000 Au. As mining mill optimizations are undertaken plus the Coeur mine coming online in early 2013 will propel production to 5m oz. Ag and 30,000 Au with declining cash costs. ...

Top 10 Mining Picks for 2013 # 1-4

speedybure — Sun, 21 Oct 2012 13:03:07 GMT

10) Sandstorm Gold) Although Sandstorm has been on a tear lately is isn;t cheap but itsn;t expensive. Sandstorm;s model allow for immediate value creation through acquiring a streaming interest. With the cash coffers loaded to the brim. another deal or two will likely be announced in the next six months.

Why Sandstorm should continue to perform is that it has a significant amount of growth in the new year wit...

Sandstorm Gold Update:As good as a new acquisition

speedybure — Mon, 10 Sep 2012 15:13:14 GMT

Sandstorm gold (SAND), this morning, announced it will remit $10m to Luna gold (LGCUF.PK) for the phase 1 expansion. This expansion, initially estimated to up production to 100,000 (oz.), will now have...

Research Reports Now Available!

speedybure — Sat, 28 Jul 2012 16:17:50 GMT

For those who read and enjoyed the format the of the Sandstorm Gold Research Report, the following are available (for a small fee). I currently work for the Morgan Report and we have decided to sell these seperately as we have gotten great feedback from numerous hedge fund managers, fund and individual money managers saying they put the average analyst report to shame. The average report run 8-16 pages and contains in depth qualatative and ...

3 Silver Miners for the next 3-5 years

speedybure — Wed, 25 Jul 2012 23:16:03 GMT

While the silver arena has very few quality companies relative to the total amoun of companies in the space, if you are able to identify them and the price is right, the potential returns are extremely lucrative. While a solid mining portfolio (Ag/Au) includes owning the likes of companies which come as close as possible ensuring solid 3-5 year returns (i.e Yamana, Silver Wheaton, Royal Gold, Goldcorp, Sandstorm and the like), an ideal portfolio...

Sandstorm Gold Update

speedybure — Sun, 22 Jul 2012 19:28:14 GMT

I hope everyone who recieved my Sandstorm Gold report liked what they read. Even more upside has been realized since initial publication as well as one deal more than likely to be completed within 12 months.

Ming Mine; While many, including myself thought Sandstorm paid more than they should have initially, including myself albeit I did expect some gold zones to be discovered at some point. I didn;t think the...

Speedy's Top 6 Gold Miners 2012'

speedybure — Mon, 09 Apr 2012 17:30:25 GMT

I just can;t resist adding the following company, placing it at number 1. The valuation is too compelling not too.

Petaquilla Minerals - Based solely in Panama and its flagship molejo project, at least until last Aug 11, when it acquired some attractive assets via the Iberian acquisition. it;s Panamanian assets already provide a significant production growth pro...

Post email to receive Sandstorm Gold Report

speedybure — Mon, 12 Mar 2012 18:47:03 GMT

Leave your email address below and I will send you the 9 page research report I did for the Morgan Report if interested.

Speedy's Top 5 Gold Miners 2012'

speedybure — Fri, 24 Feb 2012 15:10:42 GMT

5) Aurico Gold - Aurico should get a material re-valuation come year end , perhaps earlier as news from Young-Davidson is released. My personal valuation just for Ocampo & YD [using $1,500 Au, $30 Ag, 10% Discount Rate is in excess of $14/shares based solely on 2p reserves). Aurico also has lucrative assets producing or that are in development, in terms of assets on-top of its flagshi properties. El-Cubo, K...

#1 & #2 of Speedys top Silver Miners for 2012

speedybure — Thu, 23 Feb 2012 17:47:38 GMT

2) First Majestic - Despite finding the accumulating shares under $2, blossoming into a 7.5m oz company in 2011. The current estimate are as follows 2012 - 10.5m Oz 2013 - 13.67m Oz. 2014 - 18m oz 2015 - Deltoro operates for 1 yr at full capacity = meaning the company as a whole will surpess the 20m /Yr mark , propelling itself as high a 21.5m oz 1) Huldra Silve...

Part 3 of 5 - Speedy;s Top Silver Picks 2012

speedybure — Mon, 20 Feb 2012 13:17:37 GMT

Silvercrest mines - This has been an excellent story for investors of more than 1 year, yet the story is just now unfoding. Silvercrest is no one trick pony with it;s only currently operating asset in the St. Elena open pit. It has began a multi-phase phase-expansion, outling below.

· 2012 Phase 1 – Increase t...

Part 2 of 5 - Speedy's Top Silver Picks 2012

speedybure — Sun, 19 Feb 2012 12:45:47 GMT

While I posted my top silver and gold miner for 2011 early last year, my top pick [Aurcana] would be number 2 or 3 this year but since TMFSinchura has covered it already, I don't see the need to repeat. As for gold, Atna did superbly given the performance of the overall industry. My pick for #4 is Impact Silver. It slowly but surely becoming a noticable silver producer reaching more or less 900k oz in 2011 AgEq...

Part 2 of 5 - Speedy's Top Silver Picks 2012

speedybure — Sun, 19 Feb 2012 12:45:31 GMT