Recap on RESOURCE Companies of interest:
SAND - Sandstorm Gold - Nolan Watson CEO formerly part of team that built Wheaton Precious metals. Market Cap $1.8B
TRQ - one of biggest copper discoveries in last 2 decades. Above ground mine generating earnings, underground mine development advanced and low cost. JV with Rio Tinto. Market Cap $1.5B
AUG - Auryn Resources: 3 Tier 1 prospects. Ivan Bebek CEO created and sold 2 x previous juniors for $200m. Newcrest geological team + local Peruvian experts for sombrero and curibaya prospects. Canadian Homestake Ridge. Liquid for junior explorer. Market cap $200m
TRR - Trident Royalty. Brand new IPO with 2 paying royalties signed in first month on AIM. Not just going after gold/silver royalties but base metals including copper and iron which is interesting (like Altius Minerals on TSX!) Market cap £21.5m
LND - Landore Resources, explorer on AIM with PEA of 1million ounce gold discovery which is open in many directions and further survey results indicating gold mineralisation over a further 7km. Canadian focused. Good jurisdiction. Market Cap £15m