Selwyn continues to advance its zinc-lead deposit at Howard’s Pass in southern
Yukon toward production. Since our latest initiation note of February 2010,
the company has initiated work that will culminate in a feasibility study before
the Q2 2011, improved its expected metal recovery rates through additional
metallurgical testing and is poised to close its strategic partnership with Yunnan
Chihong Zinc and Germanium Ltd. These developments result in a valuation that
improves to C$0.43 per share from C$0.34 per share despite unfavourable moves
in metals prices and exchange rates.
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Columbia Yukon Explorations (CYU.V) - last year's prospecting continues to show 'blue-sky' potential Apr 12, 2010
Columbia Yukon’s Storie deposit contains a substantial NI 43-101-compliant
mineral resource that nevertheless still offers considerable blue-sky potential.
Although we are lowering our base-case valuation of Columbia Yukon
to C$0.54 per share, this is due only to a sharp decline in the price of
molybdenum and a weak US dollar triggered by the global economic crisis
that hit the resource sector particularly hard. We continue to view Storie as
having the potential to yield good cash flows in the medium to longer terms.
In fact, under scenarios with more optimistic assessments of exploration
success and molybdenum pricing, Columbia Yukon would appear to be
considerably undervalued at its current level.
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Selwyn Resources (SWN.V) - major joint venture will carry project to construction Mar 03, 2010
With base metal prices showing new buoyancy following the global recession,
Selwyn Resources is advancing its large zinc-lead deposit at Howard’s Pass in
southern Yukon. With a significant amount of high-grade ore present, the Selwyn
project offers attractive economics as well as blue-sky potential.
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Scancell Holdings (SCLP.PLUS) - "steady as she goes" Dec 22, 2009
“Steady as she goes” is a good way to describe the Scancell story over the past
several months. Key milestones have been met and the Company continues to
move towards an April 2010 kick-off for the Phase I/II clinical trial of its lead
drug to treat melanoma.
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