DIRECT INVESTMENTS Artemis res Au blackwater BC 12Moz+Ag advanced Banyan Au base metals Yukon bulk low grade early stage Centamin Au Sukkari Egypt/Africa 15Moz Producing Dolly Varden Ag Au Dolly V BC 1.8Moz+Ag Past Marathon Au Valentine Newfoundland 4Moz development Mayfair Au Fenn-Gibb Ontario 3Moz development Northisle Cu Au BC 4Moz+Cu development Signal Gold Au Goldboro Maritimes Can 1Moz early stage Skeena Au base metals Eskay Ck BC 4Moz + Ag development Tesoro Au El Zorro Chile 1Moz early stage
Summary of companies currently listed on Nebari's current Website.
Locations, Projects, commodities, resources, status ALL SIMPLIFIED DYOR
TRANSACTION COMPANIES company loan materiial 'production' project resource Excelsior 30 cu 125Mlb/ann Gunnison arizona good Tulla 21.5 Au norseman wa 4 Moz Greenland Ruby 18 rubies sapphires Greenland ?ok Speyside 16.125 Aggregate New York ?ok Osino 15 gold Namibia 2 Moz Empress royalty 15 au streaming Canada + na Comstock 14.325 Ag Au tech? Nevada ok Rawhide 12 au cu? Nevada 0.4 Moz didn't like web site Allegiance 11.9 mett coal US bc good Nova 7 Au Alaska 9.6 Moz Auctus 6.5 ?? Qld? ?? No WWW dodgy looking mob Mako 6 Au Nicaragua low high grade Horiizon 5 Au + vanadium boorara Kal Qld 1 Moz Pembroke 5 Coking coal Olive downs Qld Large Australian garnet 5 Garnet Lucky bay WA Large Maroon Gold 3 ??Au or mill Blackjack?? Qld ?? No WWW Odd one cf Auctus Vendetta 2.25 Pb Zn Pegmont Qld Small/med AMD 2 Au Blackjack?? Qld Small see Maroon Gold Sae exoln 1.966 Services World Geophysics Texas Based $197.566M
$200M in direct cash plus an unknown amount for the direct investments.
Some comments.
- Strong bias to gold but wide diversity of commodities and services.
- Eclectic mix of commodities??
- Strong bias to developers with few actual producers (Centamin/garnet/rubies, coal?, aggregate, services)
- Most but definitely not all Au explorers/developers have world class resources - +3Moz
- Wide range of project status - early explorer to producer with many in the transition phase MRE to development+
- Centamin stands out as a long term producer which is leveraging their Egyptian mine into becoming a mid tier producer from multiple mines.
- The size of direct cash amounts varies greatly - reflects?? Rubies in Greenland; Aggregate in NY state; Insitu Cu leaching Arizona; streaming; Au near past producer at Norseman.
- They do seem to like left overs from past producers Tulla, Skeena, Charters Towers, Northisle (?former Island copper mine).
- Also up and coming Au projects - Artemis (BC version), Nova, Marathon, Mayfair plus some at earlier stages. All of these are well known in Canada - Nova perhaps the least recognized being primarily ASX listed.
- Couple of unusual choices - Auctus and Maroon Gold do not have websites and google search suggests corporate issues. Maroon seems to be related to AMD via a processing plant at Blackjack. My search was very cursory so $5M into these companies suggests more to the story.
Serious money doesn't get thrown away on poor projects by the likes of management at Nebari. Diversification with a focus on gold seems to be a theme for them.
Easy to see why NVA's Estelle came up in their search. Time will tell if they and holders here made a good choice.
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A couple of examples of deposits with large resources that have cost investors money.
Wiluna - Blackham and its successor who recently went into receivership courtesy of the "special operation" in Ukraine. 5-7Moz Au with the majority in refractory category- production being sent to Russia for processing. I lost some but got out early enough.
Amani - 4M0z @1 g/t Au 0.5g/t Cut off. DRC and a board with history.
I daresay there are many more such deposits that can't make it over the many hurdles needed to become profitable mines in a world where change is always happening.
Donlin: Price tag - remote - 'low grade' in the sense that it needs a large open pit or two or three vs the high grade UG at a Lupin/Eskay creek (1980s as well).
Donlin Creek has been around for decades and its future may impact Estelle with access and a gas pipeline potentially being synergistic for NVA. Probably a couple of deposits with multi decade mine lives.
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Price($) | Vol. | No. |
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