Kees Dekker

Adriatic Metals: A Polymetallic Explorer With Significant Potential

Drilling at Rupice

Introduction

This time Kees Dekker analyzes Adriatic Metals, an Australian junior exploring a very high grade polymetallic project called Rupice in Bosnia Herzegovina. Kees and I had our doubts as the last drill results at the border of the drill permitted area took a very long time until release, but when they did came in, the results appeared to be pretty good again. Kees does a good job calculating metal value including recovery and payability, basing his cash margin on this, and hereby maintaining a conservative stance which seems healthy for an early stage exploration play. 

Kees Dekker Versus Atlantic Gold Corporation: An Analysis

MRC Gold mine, Nova Scotia

1. Introduction

After doing the pretty interesting interview with my Dutch fellow countryman Kees Dekker, it is time to show several examples of his analyst reports. The first one is a critical analysis of a new junior gold producer, Atlantic Gold Corporation. This company was actually one of my favorite holdings for a long time, despite this I no longer have it in my portfolio it as I view it to be fair valued since Q2, 2018. The basis for this article is an analysis privately made by Kees, and after I got to read this report it seemed interesting to me to contact Atlantic Gold management, in order to see if they would be so cooperating to provide constructive feedback.

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