I recently added Cordoba Minerals and increased my Orca Gold holdings significantly.

Snapshot of Cordoba Minerals Corp.

  • Current market cap: 134MUSD
  • Location: Colombia (High risk)
  • Exploration company
  • Main metals: Copper/Gold

Additional notes

  • Recent high grade poly-metallic hit in new zone.
  • Backed by Robert Friedland (One of the biggest stars in the commodity sector).
  • Aggressive drill campaign.
  • District wide potential.
  • Fringe exploration technology


Snapshot of Orca Gold Inc.

  • Current market cap: 41MUSD
  • Location: Sudan/Ivory Coast (Very high risk)
  • Exploration/development company
  • Main metals: Gold

Additional notes

  • Backed by the Lundin Group.
  • Ross Beaty (known from Pan American Silver) is a significant shareholder.
  • Enormous land holdings in Sudan and also The Ivory Coast as of yesterday (Bought from Kinross Gold).
  • Kinross Gold  has a 8% stake in the company.
  • Management consists of the team that was behind Red Back Mining (Red Back went from a 40MUSd to a 7.1BUSD company when Kinross bought it)
  • Geographically diversified.
  • Main project in Sudan has a calculated NPV of 128MUSD vs. a current market cap of 41MUSD.

This is not an investment recommendation. These are risky companies operating in a very volatile sector. Du your own due diligence.


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