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KRO Profile

Canalaska Uranium Ltd (CVV-V)

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Price:$0.795  Open Rec:See Strategy
Market Cap:$123,581,160  WC % of Mkt Cap:8%
Working Cap:$9,589,000  As of:7/31/2024
Issued:155,448,000  Insider %:2.9%
Diluted:200,497,000  Story Type:Resource: Discovery Exploration
Key People:Cory Belyk (CEO), Karen Lloyd (Chair), Harry Chan (CFO), Nathan Bridge (VP EX), Dianne M. Szigety (Sec),
SV Rating: Good Spec Value - Favorite - as of March 7, 2024: Canalaska Uranium Ltd is a 2025 Favorite because in 2025 it will be in a position to confirm that its high grade uranium Pike Zone discovery at West McArthur has the scale of the world class McArthur Zone 2 deposit and perhaps intersect similar "string of pearls" zones within the C10 South Corridor. Canalaska was added to the 2024 Favorites in March last year after the junior intersected the Pike zone at its West McArthur project in Saskatchewan's Athabasca Basin. The Pike Zone is a high grade unconformity associated style of mineralization similar to what makes McArthur River a world class orebody. Two drill hole lines indicate a footprint similar to McArthur Zone 2 which hosts 350 million lbs at 16% U3O8. In 2023 drilling had only intersected high grade mineralization in the basement, so the Pike Zone was a major development. It is somewhat deeper than McArthur River and requires careful directional drilling. But it is in the same geological setting and there exists the potential to delineate multiple Pike zones like a string of pearls, similar to the case of McArthur River. The challenge during 2024 was to drill small stepouts to figure out the geometry of the zone so that it could be systematically delineated. This took longer than expected, but the potential to become a $20-$30 stock on confirmation that Pike is indeed a McArthur River scale system has attracted substantial financing and Canalaska starts 2025 with $20 million in working capital. Uranium prices have sagged back to the $75/lb level from over $100/lb in 2023, so while the uranium boom is no longer celebrating the price trend, but a revival of interest in carbon free power for AI data centers is currently driving interest, coupled with concern that Kazakhstan's production capacity has plateaued. Canala...(see Profile for full Overview)
Last Corporate Change - Dec 30, 2013: New Exchange Listing
Last KRO Comment - Jan 3, 2025: KW Excerpt: Kaiser Watch January 3, 2025: Canalaska Uranium Ltd (CVV-V)
Recent News - Jan 15, 2025: Begins Three Drill Program at West McArthur Joint Venture
  Project Interest   Country Region Stage IPV
($mm)		 Target Deposit
Model
West McArthur 83.3% WI Canada Athabasca Basin 3-Discovery Delineation $191 Uranium Unconformity style
Cree East 100% WI Canada Athabasca Basin 2-Target Drilling $159 Uranium Unconformity style
Key Extension 100% WI Canada Athabasca Basin 2-Target Drilling $159 Uranium Unconformity style
McTavish 20% TC Canada Athabasca Basin 2-Target Drilling $797 Uranium Unconformity style
Moon Lake South 25% WI Canada Athabasca Basin 2-Target Drilling $638 Uranium Unconformity style
Waterbury East 20% WI Canada Athabasca Basin 2-Target Drilling $797 Uranium Unconformity style
Waterbury South 80% TC Canada Athabasca Basin 2-Target Drilling $199 Uranium Unconformity style
Manibridge-Resting-Halfway 100% WI Canada Thompson Belt 2-Target Drilling $159 Nickel Magmatic Segregation
AKP 100% WI Canada Athabasca Basin 2-Target Drilling $159 Diamond Kimberlite
Burrill 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Carswell 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity
Chymko 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Kingston 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Marshall 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
North Millenium 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Taggart 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Warren 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Waterbury West 2.00% NSR Canada Athabasca Basin 1-Grassroots $0 Uranium Unconformity style
Watson 100% WI Canada Athabasca Basin 1-Grassroots $159 Uranium Unconformity style
Mouse Mountain 100% WI Canada Central BC 2-Target Drilling $159 Copper Gold Porphyry
Ruttan 100% WI Canada Manitoba 2-Target Drilling $159 Gold Copper Zinc VMS
North Thompson 100% WI Canada Thompson Belt 2-Target Drilling $159 Nickel Magmatic Segregation

Colonial Coal International Corp (CAD-V)

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Price:$1.630  Open Rec:See Strategy
Market Cap:$295,705,392  WC % of Mkt Cap:2%
Working Cap:$6,361,970  As of:7/31/2024
Issued:181,414,351  Insider %:50.0%
Diluted:195,198,051  Story Type:Resource: Feasibility Demonstration
Key People:David Austin (CEO), Andrea Yuan (CFO), John T. Perry (COO),
SV Rating: Good Spec Value - Favorite - as of December 31, 2024: Colonial Coal International Corp is a 2025 Favorite because it continues to be a buyout target for east Asian steelmakers seeking a secure supply of metallurgical coal also known as coking coal. Colonial Coal was the 2024 Favorite star performer until August thanks to a decision by CitiBank take on the role of seeking a buyer for the company. The junior owns two major coal deposits in northeastern British Columbia where all the existing land is now owned by major producers. Colonial Coal completed a PEA in 2018 for the Flatbed deposit as an underground mine and in 2020 for Huguenot as a combination open pit and underground mine. Coking coal prices soared above $600 per tonne in early 2022 but have since retreated to the USD $200/tonne level which is above the $174/t base case price used for Huguenot and $160.50/t used for Flatbed which generated NPVs of USD $1,027,000,000 and $691 million respectively at a 7.5% discount rate. Since then there has been 20%-30% cost inflation which is partly offset by the higher coking coal price. The combined value is about USD $1.7 billion or about CAD $2.4 billion at 1.44:1 exchange rate which would translate into an NPV per share value of CAD $12.55 for Colonial Coal. The hoped for outcome is a bid in the $5-$10 range, possibly higher if a competitive auction broke out. Indian steelmakers who lost out a decade ago when they were early bidders for coal assets are expected to be major bidders this time around, especially given India's ambition to drive the next China style super cycle. The situation got a bit confusing in 2024 when BHP took a failed run at Anglo American which to protect itself decided to sell its coal assets in Australia and British Columbia. In addition the market waited to see if Ottawa would approve Teck's sale of i...(see Profile for full Overview)
Last Corporate Change - Oct 12, 2010: 2:1 Name Change from Ananda Capital Corp (ANN.P-V)
Last KRO Comment - Jan 3, 2025: KW Excerpt: Kaiser Watch January 3, 2025: Colonial Coal International Corp (CAD-V)
Recent News - Dec 11, 2024: Results of AGM and Appointments
  Project Interest   Country Region Stage IPV
($mm)		 Target Deposit
Model
Huguenot 100% WI Canada Northeast BC 6-Prefeasibility $318 Coal - Metallurgical Seams
Flatbed 100% WI Canada Northeast BC 6-Prefeasibility $318 Coal - Metallurgical Seams

Vista Gold Corp (VGZ-AM)

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Price:$0.574  Open Rec:See Strategy
Market Cap:$70,514,528  WC % of Mkt Cap:26%
Working Cap:$18,083,000  As of:9/30/2024
Issued:122,847,609  Insider %:19.7%
Diluted:134,734,383  Story Type:Resource: Feasibility Demonstration
Key People:Frederick H. Earnest (CEO), Douglas L. Tobler (CFO), Pamela A. Solly (VP CD),
SV Rating: Good Spec Value - Favorite - as of July 16, 2024
Last Corporate Change - May 10, 2007: Dividend in Specie - 0.794 share of Allied Nevada Gold Corp issued for each Vista Gold share with a deemed value of USD $4.6265.
Last KRO Comment - Nov 1, 2024: KW Excerpt: Kaiser Watch November 1, 2024: Vista Gold Corp (VGZ-AM)
Recent News - Jan 13, 2025: Continues to Encounter High Grade Gold Intercepts in Final Holes of 2024 Drilling Program
  Project Interest   Country Region Stage IPV
($mm)		 Target Deposit
Model
Mt. Todd 100% WI Australia Northern Territory 7-Permitting & Feasibility $77 Gold Silver Copper Intrusion Related Gold System

West Vault Mining Inc (WVM-V)

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Price:$1.080  Open Rec:See Strategy
Market Cap:$62,596,612  WC % of Mkt Cap:6%
Working Cap:$3,632,417  As of:9/30/2024
Issued:57,959,826  Insider %:63.4%
Diluted:59,687,757  Story Type:Resource: Feasibility Demonstration
Key People:Sandy McVey (CEO), Peter F. Palmedo (Chair), Frank R. Hallam (CFO),
SV Rating: Good Spec Value - Favorite - as of December 29, 2023: West Vault Mining Inc is a 2023 KRO Favorite effective April 13, 2023 at $1.02 with a Good Speculative Value rating based on it positioning itself as a buyout target for a mid tier gold producer interested in developing the Hasbrouck project located just outside Tonopah in Nevada's Walker Lane. The target is a rapid repricing into the $1.50-$2.00 range to reflect fair speculative value, followed by leveraged tracking of higher real price gains (ie a 25% move by gold to $2,500 translates into a 600%-800% move to $7-$9 ahead of a buyout offer involving inflated but liquid paper from a mid tier producer). West Vault is headed by CEO Sandy McVey and Chairman Peter Palmedo whose Sun Valley Gold LLC owns 46% of the stock. Ruffer LLP and Eric Sprott own another 22%. The junior has about $4 million working capital which at the current overhead burn rate and no plans to do additional work at Hasbrouck would allow the company to operate for 4-5 years without any further equity dilution. The board includes highly experienced people like Stephen Quin and Pierre Lebel. The stated goal is to minimize dilution by spending only necessary overhead and foregoing additional feasibility related work or exploring those parts of the property with untested potential. This "gold vault strategy" is designed to maximize the upside when a major gold bull market based on a rising and sticky real gold price emerges and unleashes a scramble among mid-tier producers to expand their mining portfolio. Hasbrouck consists of three low sulphidation epithermal gold systems: Hasbrouck with a proven and probable reserve of 34,370,000 tons of 0.017 opt gold and 0.306 opt silver, Three Hills with a probable reserve of 9,653,000 tons of 0.018 opt gold, and Hill of Gold which has no resource. The reserves are ba...(see Profile for full Overview)
Last Corporate Change - Jul 2, 2020: 10:1 Name Change from West Kirkland Mining Inc (WKM-V)
Last KRO Comment - Nov 1, 2024: KW Excerpt: Kaiser Watch November 1, 2024: West Vault Mining Inc (WVM-V)
Recent News - Nov 21, 2024: Resignation and Appointment of Director
  Project Interest   Country Region Stage IPV
($mm)		 Target Deposit
Model
Hasbrouck 100% WI United States Esmeralda County 7-Permitting & Feasibility $64 Gold Silver Low Sulphidation Epithermal
 

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