The Critical Investor

The Critical Investor

The Critical Investor is a newsletter and comprehensive junior mining platform, providing analysis, blog and newsfeed and all sorts of information about junior mining. The editor is an avid and critical junior mining stock investor from The Netherlands, with an MSc background in construction/project management. Number cruncher at project economics, looking for high quality companies, mostly growth/turnaround/catalyst-driven to avoid too much dependence/influence of long-term commodity pricing/market sentiments, and often looking for long-term deep value. Getting burned in the past himself at junior mining investments by following overly positive sources that more often than not avoided to mention (hidden) risks or critical flaws, The Critical Investor learned his lesson well, and goes a few steps further ever since, providing a fresh, more in-depth, and critical vision on things, hence the name.

Recent Articles

Argentina Lithium Active At Salar De Rincon 07/30/2022

The Critical Investor takes a look at one junior lithium play in Argentina that just had some success with the drill bit and is building its prospective land package — real estate that should only increase in value as lithium carbonate prices hover around US$75,000 per tonne.

Tectonic Metals Closes CA$2.3M Private Placement 07/19/2022

The Critical Investor explains why major shareholders like Crescat Capital "are stepping up once again ... but this time increasing their ownership in Tectonic even more" as everyone eagerly awaits the results from Seventymile.

Gold Terra Hits Campbell Shear at Depth for the First Time 07/06/2022

The Critical Investor discusses the first results of deep drilling aimed at the Campbell Shear with CEO Gerald Panneton.

Gold Mining Firm Is the 'Poster Child of Prospect Generators' 06/25/2022

The Critical Investor looks into the latest drill results of this junior miner at its Regnault target, which could be very close to 1 Moz gold now.

Gold Co. Shows Promising Drill Results Despite Economic Pressure, Says Expert 06/13/2022

Gold Terra Resource Corp. has some ambitious plans as they continue to drill their 30,000m program, and the most recently announced results 'continue to impress.'

Tectonic Metals Closes First Tranche of CA$3M Private Placement 06/06/2022

The Critical Investor marvels at the ongoing CA$3 million PP by Tectonic Metals, and explains why he believes in low downside risk, as does for example Tectonic's strategic partner Crescat Capital.

First Stepout Drill Results Promising for Gold Company 06/02/2022

As Omai Gold Mines is busy drilling their project in Guyana, the Critical Investor catches up with CEO Ellingham to discuss the latest results.

Alianza Minerals Closes CA$750K Private Placement 05/20/2022

The Critical Investor reviews the latest updates with Alianza Minerals Ltd., including their closing of a CA$750K private placement.

Strong Results Continue for Junior in Mexico 04/14/2022

This junior miner appears to be proving up 1 Moz heap leachable gold with ease, as further step-outs from the northern center part of its Cervantes project have returned a few excellent results.

Junior Fills Treasury, Looks to Drill 04/08/2022

The Critical Investor looks at a junior miner that has been raising cash and acquiring additional claims for its Ontario projects.

Junior On Sale: Experienced Team, 3 Great Projects 04/03/2022

The Critical Investor looks into a junior that is trading at all-time lows at the moment and could be an interesting opportunity.

Junior Continues to Hit Strong Oxide Gold Intercepts 03/27/2022

This junior miner, after repeatedly reporting strong drill results, could be well on its way to delineating an estimated 800-1,100koz Au oxide gold resource near surface at its project in Sonora, Mexico.

Junior Hits More Gold Near Surface At Yellowknife 03/25/2022

The Critical Investor checks in with a junior explorer after it intersects visible gold and completes a CA$5.6 million raise.

Omai Gold Mines Looking To Revive Large LatAm Gold Mine 03/17/2022

The Critical Investor looks into Omai Gold Mines, which is proving up as many left behind ounces of gold as they can at the historic Omai Gold Mine in Guyana.

Vior Awaits Phase 1 Drill Results At Highly Prospective Belleterre Gold Project, Phase 2 Drill Program Has Commenced 03/06/2022

The Critical Investor takes a deep dive into Quebec-focused gold explorer Vior Inc. and concludes that he likes "the odds for Vior, as Belleterre is an impressive brownfield project with lots of indications for mineralized potential."

Blue Sky Uranium Announces First Ivana Main Drill Results 02/08/2022

The Critical Investor discusses the first assays being reported by Blue Sky Uranium regarding the Ivana Main target, part of their district scale Amarillo Grande uranium/vanadium project in Argentina.

Explorer Sees Big Drill Results in Portugal 02/01/2022

It seems Avrupa Minerals has finally hit at its Sesmarias North target. The Critical Investor discusses the results with CEO Paul Kuhn.

This Junior Miner Is Looking for Big Gold 01/27/2022

The Critical Investor is looking into Aztec Minerals, which is aiming to delineate two oxide deposits in Mexico and Arizona, both with large scale porphyry/CRD potential at depth.

Platinex Acquires W2 Copper-Nickel-PGE Project Near Ring of Fire 01/20/2022

After acquiring the W2 Copper-Nickel-PGE project in Ontario, Platinex adopted a new dual strategy by going back to its roots, which involved platinum group elements (PGE), but is also in the process of revitalizing its large and prospective Shining Tree gold exploration project in the Abitibi Greenstone Belt, also in Ontario, writes The Critical Investor.

Uranium Explorer Expecting Drill Results Soon 01/16/2022

The Critical Investor discusses the latest developments for Blue Sky Uranium with CEO Niko Cacos, as a new drill program at Ivana has commenced, and the company has won a lawsuit.

Lithium Mining Co. Expands Asset Portfolio in New Deal 01/14/2022

The Critical Investor provides a quick update about Argentina Lithium, after they announced the acquisition of more lithium projects, on the back of a C$6M raise. All this when lithium product prices are breaking record after record.

A Critical Q & A With Kenorland Minerals CEO Zach Flood 01/13/2022

After Kenorland Minerals announced its latest batch of drill results, the Critical Investor took the opportunity to do an extensive interview with CEO Zach Flood to discuss results, programs, strategy, and projects for 2022.

The Critical Investor Shares His Top 7 Picks for 2022 01/09/2022

The Critical Investor was asked again by Streetwise Reports to provide his top 7 picks for the new year — at a point where the COVID-19 pandemic is playing out the Omicron variant, inflation is reaching levels not seen in decades, the Fed surprising the markets with a more hawkish stance than anticipated, with metal prices at very high levels although gold and silver seem to be consolidating and setting up for a breakout.

New CEO for Gold Terra: Gerald Panneton 12/28/2021

Although Gerald Panneton was already guiding Gold Terra as an Executive Chairman, it seems likely after this restructuring he will have full control being a Chairman and CEO effective January 1st, 2022. As he was used to be thinking big at Detour, the Critical Investor expects more of the same here.

Canadian Co. to Explore New Finnish Properties 12/28/2021

After a year of slow progress for Avrupa Minerals, management decided to create more opportunities by acquiring four exploration properties in Finland.

Dolly Varden Silver: Consolidating a High-Grade Gold-Silver District In British Columbia 12/19/2021

After Dolly Varden Silver announced the transaction with Fury Gold Mines regarding the Homestake Ridge Project, the Critical Investor looked into future potential coming from combining Homestake with the Dolly Varden Project, and exploration potential.

Alianza Minerals, Cloudbreak Discovery Acquire and Option Out Projects 12/16/2021

The Critical Investor catches up with CEO Jason Weber of Alianza Minerals about the company's latest endeavors with Cloudbreak Discovery and the status of their other projects.

A Critical Q & A With Golden Independence CEO Christos Doulis 12/16/2021

With the recently earned-in ownership of 51% in the Independence Gold project, the PEA coming up and potentially a much more important catalyst in Q1 2022, the Critical Investor felt it was time to conduct an interview with CEO Christos Doulis.

Gold Terra Enters Into Option Agreement With Newmont to Purchase Con Mine 12/01/2021

The Critical Investor discusses the benefits of the recently acquired Con Mine with Gold Terra Executive Chairman Gerald Panneton.

Argentina Lithium Raises CA$4.99M in First Two Tranches of Non-Brokered Private Placement 11/30/2021

Argentina Lithium seems to be making the most of the ongoing lithium frenzy by battery producers, raising sufficient capital to fund exploration for their Argentinian lithium projects, scheduled for next quarter.

Koch Strategic Platforms Will Make US$100M Direct Investment in Standard Lithium 11/29/2021

Standard Lithium had a remarkable week, as it got struck by a short selling report on November 18, and announced a US$100M investment by Koch Strategic Platforms on November 24. At the same time, lithium product prices don't seem to be slowing down anytime soon and set another record.

Kenorland Minerals Closes C$5.2M Strategic Investment by Sumitomo; Regnault Results Expected Soon 11/12/2021

It seems drilling at Regnault is going well for Kenorland Minerals, as JV Partner Sumitomo recently completed a C$5.2M strategic investment, something you don't see very often. As the summer program is now several months underway, the first results are expected in a few weeks. The Critical Investor discusses this and exploration at other projects with CEO Zach Flood.

Standard Lithium Announces Positive PEA At Southwest Arkansas Lithium Project 11/05/2021

The Critical Investor discusses the status of the projects of Standard Lithium, one of the major lithium developers in the Americas, and lithium product pricing in this quick update.

Meridian Mining Drills Visible Gold, Increases Strike to Over 900m at Cabaçal Northwest Extension 11/04/2021

As Meridian Mining has been pretty busy at its Cabaçal VMS Copper-Gold Project in Brazil lately, raising an oversubscribed C$10.38M, drilling world class gold intercepts (8m @ 71.3g/t Au), other visible gold and long copper intercepts, defining new targets and gold structures, and is increasing strike length of mineralized zones, the Critical Investor catches up with management to discuss ongoing developments in a rather extensive update.

Golden Arrow Resources Commences Exploration at Various Projects 10/24/2021

Golden Arrow Resources is looking to benefit from current positive sentiment in metals, as it recently commenced drilling at the Terra Dorada gold project in Paraguay and at its Rosales Copper project in Chile, but it also optioned the Libanesa silver-gold project in Argentina, and is planning early stage exploration at this and two other projects.

Cashed-Up Blue Sky Uranium Expects Drill Results at Ivana Targets Soon 10/11/2021

As the Sprott Physical Uranium Trust almost singlehandedly caused spot uranium oxide prices to explode recently, sentiment for uranium juniors turned pretty positive as a consequence. Because of these developments, the Critical Investor is interested in the current state of affairs at Blue Sky Uranium.

Avrupa Minerals Further Extends Massive Sulfide Mineralization at Sesmarias 10/07/2021

Avrupa Minerals is getting closer to solving the Sesmarias puzzle in Portugal, and the Critical Investor wants to know all about its exploration strategy.

Argentina Lithium Enters Deal to Acquire More Lithium Exploration Assets: Lithium Product Prices Closing in at All-Time Highs 10/03/2021

Argentina Lithium is in the process of revitalizing its business, and right on time as lithium product prices are going through the roof these days.

Gold Terra Hits 4.57m @ 11.2g/t Gold at Yellorex Gold Zone Along Campbell Shear Structure 10/03/2021

The Critical Investor catches up with Gold Terra management about the first results of their Phase 2 drill program at the Yellorex target at the Campbell Shear, part of their Yellowknife City Gold project in Northwest Territories, Canada.

Alianza Minerals Intercepts More Silver at Haldane 09/29/2021

Alianza Minerals recently completed its 2021 drilling campaign at its flagship Haldane silver project in the historic Keno Hill Mining District, and the last assays of this program have been received recently. Another batch of solid results implies the company is on the right track, but is looking for a bigger prize.

Vior Prepares To Drill Prospective Belleterre Gold Project; Samples Return Strong Results Up to 274.9g/t Au 09/20/2021

The Critical Investor explains why he thinks Vior (TSXV:VIO) has a good risk/reward investment profile, with its flagship Belleterre in Quebec, which contains the historic Belleterre Mine (produced 750koz Au @ 10.7g/t Au between 1936 and 1959), and very recently provided excellent sampling results, with results up to 274.9g/t Au.

Hawkmoon Resources Raises Funds, Commences Exploration at Wilson and Romeo Projects, Quebec 08/12/2021

The Critical Investor looks into Hawkmoon Resources' gold projects in Quebec.

Alianza Minerals Impresses with 1.26m at 3,267 g/t Silver Intercept at Yukon Project 07/14/2021

The Critical Investor takes a look at Alianza's drill program at its Haldane project in the Yukon, its recent off-the-charts intercept and more results to come.

Update on 'One of the More Interesting Hybrid Prospect Generators Out There' 07/13/2021

The Critical Investor discusses Kenorland Minerals' recent activities: completing its first drill program at Regnault; ongoing exploration at Tanacross, Chebistuan and Healy; and the sale of the Fox property.

Maxtech Ventures: Primed to Prove Up a Potential 1 Moz Maiden Gold Resource in Ontario 07/12/2021

The Critical Investor profiles Maxtech Ventures and explains why there is realistic potential for a strong re-rating.

Meridian Mining Continues to Deliver at Cabaçal with More Strong Results 06/28/2021

The Critical Investor profiles Meridian Mining's latest drill results and notes that the company recently raised CA$2.73 million from the ongoing exercise of warrants.

Alianza Minerals Enjoys Fully Subscribed Private Placement 06/15/2021

The Critical Investor provides details of the explorer's non-brokered CA$1.2M financing, which will be used to advance projects including the company's silver prospect at Mount Haldane in the Yukon.

Avrupa Minerals Closing In on Potential Economic Mineralization at Sesmarias 06/12/2021

The Critical Investor takes a look at recent drill results at its copper-zinc project in Portugal, a JV with MATSA.


Recent Quotes

"ICG is severely undervalued considering its high profitability potential and takeout appeal."

— The Critical Investor, Seeking Alpha (2/5/14)
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