Jay’s Favorites for the January 2019 Metals Investor Forum

The five companies listed below, all of which are current recommendations in my newsletter, were invited by me (or in the case of Great Bear Resources by another newsletter writer) to the January 2019 Metals Investor Forum in Vancouver. Next to the name of each company are links to both their power point presentation as well as the interview I did with each firm.  I’m quite excited about each of these companies, especially now that gold and uranium appear to be entering new bull markets. I hope you will take the time to watch these presentations and interviews because I believe each of them provide great upside potential from their current low prices.

Avrupa Minerals (C$0.06 – $7 million market cap) is a project generator with some highly promising copper-zinc projects in Portugal’s Iberian Pyrite Belt. Avrupa recently announced that it had engaged one of the largest North American-based mining company to form exploration joint ventures at the Alvalade, Marateca, and Mertola copper-zinc projects.   The probability of good drill results is in my view quite high. Given Avrupa’s minuscule market cap, the percentage upside from here could be massive.

Company presentation:      https://youtu.be/2G5zMtBC1wM

Jay’s Interview with David Kuhn    https://youtu.be/4JKUKG3iJ-c

Great Bear Resources (C$$2.92 – 105 million market cap) – This company’s new high grade Dixie discovery in the Red Lake district of Ontario has all the markings of another Red Lake Gold mine which was the company maker for GoldCorp. While $2.92 may seem “expensive” compared to many of the stocks in my newsletter, the company has only 36 million well placed shares outstanding. I believed the potential for another “Red Lake” discovery is quite hight and if so, this 105 million market cap could catapult into a billion market cap company. This is one of the most exciting stories I have followed this past year.

Company presentation:     https://youtu.be/EFFx4T5P1bc

Jay’s Interview with Chris Taylor  https://youtu.be/sTYykvO-cuY

NewRange Gold  (C$0.20 – C$18 million market cap) – New Range’s Pamlico project located on the northern end of the prolific gold producing Walker Lane Trend in Nevada has assembeled a large number of former mom and pop gold mines into one major project. For the first time in history this entire property will be explored using modern technology. Some very high grade results have been reported from surface and from extensive underground workings. The recent addition of former Great Panther CEO, Robert Archer provides a huge personal lift both in terms of technical competence and marketing for an overworked Robert Carrington.

Company presentation:  https://youtu.be/QFDaFHic_TU

Jay’s Interview with Robert Archer  https://youtu.be/cDZzu6LvsHA

Triumph Gold (C$0.47 – C$38 million market cap) – This company’s Freegold Mountain project in the Yukon already has a multi million gold resource but under with Triumph taking over the project and looking at it with a new geological intrepretation and given very significant gold-copper assays of over 1 g/t over hundreds of meters, it is attracting attention of some of the largest base metals miners in the world. Its largest shareholder is Goldcorp which owns 19.99%. The capital structures is strong and the exploration talent is as good as it gets for a junior. This is personally one of my favorites. I’m expecting big things from this company in 2019

Company presentation:  https://youtu.be/1n2KmjIGIYU

Jay’s Interview with John Anderson   https://youtu.be/Z-UpaeQhDug

Uranium Energy Corp ( US$1.27 – US$225 million market cap) – During 2018 for the first time in many years, demand for uranium outstripped supply and the Trump Administration seems likely to deem uranium a strategic metal required for the nation’s defense. The U.S. produces only about 2% of the 55 million pounds per year consumed by nuclear power plants that supply 20% of America’s electricity. In addition uranium for nuclear powered submarines must be imprted simply because the U.S. produces less than 1 million pounds per year. Uranium Energy is one of the few companies in the U.S. that can turn the switch on and start producing uranium on a moment’s notice from plants in Texas and Wyoming. During the long bear market, management has  acquired a large number of ISR projects. As such it is in a position to become the major uranium producer in the U.S. if we are at the start of a major bull market in uranium, the upside for Uranium Energy appears very bright.

Company presentation:      https://youtu.be/Z0q-TdQ9WGY

Jay’s Interview with Amir Adnani  https://youtu.be/A4-A06hE9hw

Meet me at the next MIF!


About Jay Taylor

Jay Taylor is editor of J Taylor's Gold, Energy & Tech Stocks newsletter. His interest in the role gold has played in U.S. monetary history led him to research gold and into analyzing and investing in junior gold shares. Currently he also hosts his own one-hour weekly radio show Turning Hard Times Into Good Times,” which features high profile guests who discuss leading economic issues of our day. The show also discusses investment opportunities primarily in the precious metals mining sector. He has been a guest on CNBC, Fox, Bloomberg and BNN and many mining conferences.