RC

Minera Alamos Inc.

Minera Alamos Inc. is an exploration and development company with a growing portfolio of Mexican assets. Current projects include the La Fortuna open pit gold project in Durango with positive PEA completed (Permits awaiting insurance) and the Santana open pit heap-leach development project in Sonora with test mining and processing completed (permits pending). 

 

Minera Alamos Inc. (TSXV:MAI) – Big Step Forward; Construction in Q4/19

Impact: Positive

Minera Alamos has announced the timely receipt of an Environmental Impact statement from Mexican authorities for the development of Santana, positioning the project for construction in Q4/19. Drawing on the extensive operating experience in Mexico, Minera is quickly acting on its strategy to build a mid-tier gold producer with its first mine, Santana on-track to be in production by mid-2020.

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How to Play a New Bull Market in Gold

We believe that we are in a new gold bull market, as evidenced by negative real and nominal interest rates and over US$5.5B in funds flowing into physical gold ETFs. Our view is that smaller companies outperform in a bull market. Three keys to look at when investing in junior gold equities include scarcity, catalysts and potential.

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Commentary – Golden Summer Conference

We believe that a new bull market has started in gold. This along with investor interest, caused us to host a pair of gold conferences in New York and Toronto, last week. Each conference was opened by Derek Macpherson, VP Research at Red Cloud, highlighting why we believe we are in a new bull market, and 3 keys to investing in it (link). Followed by presentations from Tonogold Resources (OTC:TNGL), Brixton Metals (TSXV:BBB), Mawson Resources (TSX:MAW), Fiore Gold (TSXV:F), Minera Alamos (TSX:MAI), NxGold (TSXV:NXN), Gran Colombia Gold (TSX:GCM), Orford Mining (TSXV:ORM), Pacton Gold (TSXV:PAC), Aquila Resources (TSX:AQA) and RNC Minerals (TSX:RNX).

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Minera Alamos Inc. (TSXV:MAI) – A Major De-Risking Step Towards Production

Impact: Positive

Minera Alamos has received technical approval for the change of land use permit by the Secretaria de Medio Ambiente y Recursos Naturales (SEMARNAT), which should pave the way for full approval in Q3/19. This in turn would allow construction to start shortly thereafter once funding is in place (expected in Q4/19). Minera Alamos’ combination of quick to production, low-capex projects in Mexico, together with a management team that has done it before, has the company well positioned to be the next production growth story that should rerate as management achieve respective growth milestones.

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H2/19 Explorer Preview – Looking for Winners in the Upcoming Drill Season

Introducing our inaugural Exploration Preview, which focuses on names within our coverage universe with drill bit torque. We review the exploration potential and try and quantify the potential impact on the share price should the company be successful in delivering results. We believe that exceptional drill results can create value regardless of where we are in the commodity cycle. Our top ideas are highlighted in Figure 1 below and will be presented in a similar alphabetical order within this document, bifurcated for precious and base metals focus.

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