Mark Gordon

Mark is a Senior Resources Analyst for Independent Investment Research, with a focus on junior and mid-cap listed resources stocks. With over 10 years as an analyst, following on from 17 years as a geologist, he has a good insight into the sector.

Expertise

Centaurus - Brazilian copper and cobalt

Mark Gordon

The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More

Rimfire Pacific - Multi metal prospectivity in one project

Mark Gordon

Rimfire Pacific is a Company that has been operating in the Fifield region of New South Wales for some time now with the primary focus on arc-related copper and gold mineralisation. The original focus was on platinum, with the Company’s tenements hosting the historic Fifield deep lead and shallow hard... Show More

Hylea - Drilling for cobalt

Mark Gordon

Expect plenty of upcoming news from Hylea Metals, with a 50 hole, 3000m RC programme having recently commenced at the Tigers Creek Co-Ni-Pt-Sc prospect within the broader Hylea Project, which is one of the last laterite occurrences in the Fifield district of New South Wales not yet hosting a JORC-compliant... Show More

Stonewall Resources - High Grade Gold

Mark Gordon

When “gold” and “South Africa” are mentioned in the same sentence, thoughts generally turn to the deep mines of the Witwatersrand, historically one of the world’s largest gold producers. However, the Wits was not the site of South Africa’s first gold rush; that honour goes to the Pilgrim’s Rest-Sabie gold... Show More

Allegiance: Low cost metallurgical coal

Mark Gordon

Following on from a robust PFS, Allegiance Coal (ASX:AHQ) has recently commenced a Feasibility Study on its 100% owned Telkwa Coal Project in British Columbia, for which the Company is targeting first production by 2020 and which has Saleable Reserves of 42.5Mt of metallurgical coal. Show More

EganStreet – cashed up, high grade gold

Mark Gordon

Following the underwriting and conversion of listed options, EganStreet has now secured $11.9 million in funding to progress its 100% owned, high grade advanced Rothsay Gold Project, located just 440km NE of Perth in the Yilgarn Province of Western Australia. Show More

Roman Kings hold Leonora gold

Mark Gordon

Western Australia is one of the world’s global mining powerhouses, and one of the top gold producers. Within Western Australia, the Leonora-Leinster-Laverton region is a major gold producing district, with several operations with mills that potentially have spare capacity for toll treating or similar arrangements. Show More

Sayona delivering the lithium goods

Mark Gordon

We are now seeing the market stand up and take notice of Sayona Mining which continues to deliver on the Authier Lithium Project in Quebec, with recent advances including delivery of a positive updated PFS for the Project. Quebec is a well-regarded mining jurisdiction that ranked 6th globally in the... Show More

Let the Good Times Roll

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Calima - Highly Prospective British Columbian Liquids Acreage

Mark Gordon

Having signed an agreement to farm into ~39,000 net acres in the highly prospective liquids-rich Montney acreage at ~C$650/acre, Calima Energy now has significant short-term upside potential with recent transactions over the Montney Formation of the Western Canadian Sedimentary Basin valuing land at from C$2,000 to C$5,500/acre. Show More

Spitfire - Transformational gold strategy

Mark Gordon

With the planned merger with Aphrodite Minerals (due to be completed in early January, and with the Scheme Booklet now available), Spitfire is continuing the transformational strategy of becoming a significant Australian gold developer. Work by the Company, headed by the Pilbara team of John Young and Neil Biddle, has... Show More

Gold Mountain – Gold drilling to commence

Mark Gordon

Gold Mountain is set to commence drilling and bulk sampling on its Crown Ridge prospect within the Wabag Project, located 75km ENE of Porgera in the Highlands of PNG. The work is targeted at estimating an initial JORC-2012 resource, and also to assess the viability of a relatively short-term production... Show More

gold exploration png Drilling GMN:ASX Junior exlorer Alluvial

Allegiance Coal – Low cost metallurgical coal

Mark Gordon

The Telkwa Metallurgical Coal Project, into which Allegiance is earning 90%, has the potential to produce PCI or SSCC metallurgical products at FOB costs of ~US$55/tonne, within the lowest 5% of the global seaborne trade, and thus providing a buffer against adverse price movements. The potential for a low-cost operation... Show More

Tyranna - Gold drilling underway

Mark Gordon

Having recently commenced a 5,000m reverse circulation over its South Australian Jumbuck Gold Project, we should expect steady news flow from Tyranna over coming months. The programmes will be targeting the key Typhoon and Greenewood prospects, with the aim to grow the current 100,000oz resource base towards the 500,000oz that... Show More

Advanced Gold - NT - Vista Gold Corp

Mark Gordon

Vista Gold Corp, which is listed both on the TSX and NYSE American Exchanges under the ticker VGZ, is concentrating activities on the infrastructure rich Mt. Todd Gold Project near Katherine in the Northern Territory of Australia. The Company has owned Mt. Todd since 2006, and has approached the potential... Show More

Potential low cost near term WA gold production

Mark Gordon

Middle Island, run by seasoned and successful industry personnel, is one of several Western Australian gold explorers and developers looking at historically mined areas, commonly with a view to assessing the primary potential with historic operations concentrating on oxide mineralisation. Show More

Lithium Power International – Powering towards feasibility

Mark Gordon

Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t, and boding well for stocks in... Show More

WPG Resources - Turning around Challenger

Mark Gordon

WPG Resources has embarked on a turnaround and re-investment strategy at its 100% owned Challenger Gold Mine in South Australia. The Company is targeting improved underground performance, and increasing the mill throughput from 600,000tpa, initially to 700,000tpa and ultimately 800,000tpa, with a view to decreasing the AISC to below A$1,200/oz... Show More

Sipa - Delivering the goods

Mark Gordon

Sipa is a well-known explorer on the Australian scene, having been around for quite a while. Recent activities, led by a strong technical team, have been focussed on the Paterson North Project in Western Australia and the Kitgum Pader Project in Uganda, both of which have been returning very positive... Show More

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Are rubies the new diamonds?

Mark Gordon

Most know the success story that diamonds have been, however this has only been a relatively recent phenomenon, with the success story really only starting in 1938 when De Beers, with a ready source of diamonds, commenced a concerted push to build a market. With the discovery of the Montepuez... Show More

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