CrashLabs

#79 - Digging for Dollars #11 David D’Onofrio | Why Canadian Developers Are Still Cheap


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This week on Digging for Dollars, Cejay Kim and Mat Wilson talk M&A, comps, and the state of Canadian gold after Iamgold’s $375 million takeout of Northern Superior. They break down ounce valuations from Quebec to the Yukon and why, even with $4,200 gold, developers are still trading at decade-old multiples.

Then they’re joined by David D’Onofrio, CEO of White Gold and long-time Power One executive. He walks through what’s happening in the Yukon, why the region’s geology and major partnerships (Agnico Eagle and Newmont) make it one of the last great gold frontiers, and how patience and capital discipline built a 3-million-ounce platform.

The team closes with Dig This Deal, trading picks from Freeman Gold to Big Ridge Resources and Sirios Resources — and one surprise Newfoundland developer that gets a full table dig.


Northern Superior Resources Inc. - SUP

IAMGOLD CORPORATION - IMG

Fuerte Metals Corporation - FMT

DISCOVERY SILVER CORP. - DSV

Carcetti Capital Corp. - CART

Fokus Mining - FKM

Emperor Metals Inc. - AUOZ

Maple Gold Mines Ltd. - MGM

Cartier Resources Inc. - ECR

FIRST MINING GOLD CORP. - FF

Westhaven Gold Corp. - WHN

FORAN MINING CORPORATION - FOM

CAPSTONE COPPER CORP. - CS

SOUTHERN CROSS GOLD CONSOLIDATED LTD - SXGC

New Found Gold Corp. - NFG

White Gold Corp. - WGO

LUNDIN GOLD INC. - LUG

Snowline Gold Corp. - SGD

AGNICO EAGLE MINES LIMITED - AEM

NEWMONT CORPORATION - ZEM

LITHIUM AMERICAS CORP. - LAC

Sterling Metals Corp. - SAG

KINROSS GOLD CORPORATION - K

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

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CrashLabsBy Denis Laviolette

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