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RNC Minerals (TSX:RNX) – The New RNC: Generating Alpha from Beta Hunt

RNC Minerals (TSX:RNX) has transformed itself into a profitable Australian gold producer, that we believe has yet to be recognized by the market. RNC is ramping up production at its 100% owned Beta Hunt and Higginsville mines in Western Australia and we expect the company to demonstrate improved production and costs over the course of 2020. In our view, the transition to profitability has not yet been recognized by the market and we believe that the combination of improving quarterly results and technical updates (Beta Hunt maiden reserves, Higginsville resource update and 2020 guidance) should provide RNC with the momentum to re-rate to our new C$0.90/sh fair value estimate (was C$1.00/sh).

Wallbridge Mining Company Ltd. (TSX:WM) – “Gretzky Hole” Extends Depth of Fenelon System

Wallbridge Mining announced drill results for the Area 51, Tabasco and Cayenne zones at its 100%-owned Fenelon gold project in Quebec. The results of its 75km drill program are continuing to be released and are expanding the footprint and depth of the Fenelon gold system. Wallbridge represents a unique opportunity for investors to gain increased leverage to significant exploration upside which we believe could result in a +$500M ore body.

RECENT transactions

C$5.0 million

Lead Agent

C$4.0 million

September 2019

C$7.1 million

August 2019
on financing

C$7.7 million

August 2019
on financing

C$14.3 million

August 2019
on financing

C$10 million

July 2019
on financing

Upcoming events

Precious Metals
Beaver Creek

September 10 - 13, 2019 | Beaver Creek Resort
Beaver Creek, CO

Precious Metals Summit offers the premier event that brings together the community
of institutional investors, sell-side representatives and corporate executives from senior precious metals companies to meet and network with some of the most prospective producers, explorers and developers from around the globe.

Denver Gold Forum

September 15 - 18, 2019 | Hyatt Regency
Denver, CO

The Denver Gold Forum (DGF) is the world’s oldest and largest gathering of precious commodity equities. Presented every year since 1989, it now showcases seven-eighths of the world’s publicly traded gold and silver companies when measured by production or reserves. The Gold Forum has germinated tens of billions of dollars worth of sector transactions since inception.

Red Cloud's
Oktoberfest Showcase

Sept 26, 2019 | Omni King Edward Hotel
Toronto, ON

Details Coming Soon