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12-May-08 09:58:44 AM Pacific Time
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2007
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AMEX LISTED
MINING STOCKS
SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
2.51 Almaden AAU 2.21 -12.0% 43.2 95 - - - 0.2 0.2 0.4 $230 Mexico and BS
4.63 Anooraq ANO 3.09 -33.3% 148.2 458 - - - - - - - South Africa platinum
15.24 Apex Silver SIL 9.52 -37.5% 58.4 556 - 8.5 $66 - - 8.5 $66 Bolivia
0.60 Apollo Gold AGT 0.63 5.0% 142.2 90 - 1.9 $46 - - 1.9 $46 -
18.15 Arizona Star AZS 72.99 302.1% 42.3 3,090 - 11.7 $264 2.5 1.7 15.9 $194 51% of Cerro Casale, Chile
4.39 Augusta Resource AZC 4.08 -7.1% 72.3 295 - - - - - - - Copper
3.89 Aurizon Mines AZK 5.04 29.6% 145.5 733 36 1.6 $463 1.3 - 2.9 $250 Quebec
11.55 Banro BAA 8.44 -26.9% 38.5 325 - - - - - - - -
0.71 Birch Mountain BMD 0.51 -28.2% 81.1 41 - - - - - - - Industrial minerals
0.38 Canyon CAU 0.00 -100.0% 43.9 0 32 0.0 - 9.9 - 9.9 $0 -
1.74 Cardero CDY 2.60 49.4% 47.2 123 - - - - - - - Iron-oxide Cu/Au
1.18 Central Sun Mining SMC 2.12 79.7% 59.3 126 49 0.9 $147 0.6 0.5 2.0 $62 Central America
1.39 Claude CGR 0.99 -28.8% 72.8 72 44 0.2 $444 - - 0.2 $444 Saskatchewan
2.28 Crystallex KRY 0.86 -62.3% 244.8 211 51 10.6 $20 16.6 - 27.2 $8 Venezuela
3.97 Endeavour Silver EXK 3.05 -23.2% 41.9 128 - - - - - - - -
2.53 Entree Gold EGI 1.47 -41.8% 70.8 104 - - - - - - - Mongolia
5.80 Eldorado Gold EGO 7.36 26.9% 340.9 2,509 84 6.2 $408 9.2 1.6 16.9 $149 Turkey/Brazil
5.42 Exeter Resource XRA 4.77 -12.0% 29.7 142 - - - - - - - -
9.95 Fronteer Development FRG 4.54 -54.4% 59.9 272 - - - - - - - -
8.01 Gammon Lake GRS 9.42 17.6% 101.7 958 - 2.4 $396 - - 2.4 $396 Ocampo, Mexico
5.20 Gold Reserve GRZ 1.95 -62.5% 40.2 78 - 9.1 $9 0.0 - 9.1 $9 Venezuela
3.16 Golden Star GSS 3.15 -0.3% 207.9 655 162 3.6 $184 2.0 - 5.6 $118 Ghana
2.66 Great Basin GBN 3.20 20.3% 112.7 361 - - - 3.2 - 3.2 $113 S Africa and Nevada
35.10 IMA Exploration IMR 45.50 29.6% 52.0 2,366 - - - - - - - Silver
5.54 Intl Royalty ROY 5.23 -5.6% 57.4 300 - - - - - - - -
10.73 Ivanhoe Mines IVN 9.22 -14.1% 335.7 3,095 2 - - 17.3 8.4 25.7 $120 Mongolia copper
0.77 Kimber KBX 1.90 146.8% 47.6 90 - - - - - - - Mexico
9.59 Lundin Mining LMC 7.89 -17.7% 285.5 2,253 - - - - - - - -
5.45 Metallica MRB 7.57 38.9% 82.7 626 - 2.0 $312 4.4 - 6.4 $98 Mexico and Chile
2.39 Metalline Mining MMG 1.92 -19.7% 34.2 66 - - - - - - - -
0.69 Minco Gold MGH 1.10 59.4% 38.6 42 - - - - - - - China
11.30 Minefinders MFN 10.93 -3.3% 36.5 398 - 0.0 - 5.2 - 5.2 $77 Mexico
3.40 Mines Mgmt MGN 3.64 7.1% 12.9 47 - 0.0 - 4.9 - 4.9 $10 US
6.29 Miramar MNG 6.15 -2.2% 214.2 1,317 32 - 5.2 - 5.5 $241 NWT/Nunavut
4.62 Mountain Province MDM 4.64 0.4% 55.7 258 - - - - - - - NWT Diamonds
2.38 Nevsun NSU 1.58 -33.6% 106.3 168 - - - - - - - Mali, West Africa
5.09 New Gold NGD 8.82 73.3% 12.9 114 - 0.0 - 1.9 - 1.9 $61 was DRC Resources
3.70 NA Palladium PAL 5.31 43.5% 52.8 280 - - - - - - - Ontario
13.13 Northern Dynasty NAK 9.75 -25.7% 90.6 884 - - - - - - - Alaska
3.03 Northgate NXG 3.08 1.7% 215.7 664 288 6.1 $109 0.8 - 6.9 $96 -
8.16 NovaGold NG 7.86 -3.7% 92.0 723 - - - 9.1 - 9.1 $79 Alaska/BC
1.21 Orezone OZN 1.23 1.7% 132.9 164 - - - 1.9 - 1.9 $86 Burkina Faso
1.08 Pacific Rim PMU 0.90 -16.7% 106.7 96 25 - - 0.9 - 0.9 $104 US and S. America
3.24 Polymet Mining PLM 4.31 32.9% 121.4 523 - - - - - - - -
3.25 Richmont RIC 3.47 6.8% 24.2 84 71 0.2 $478 0.6 0.8 1.6 $52 2004 Report
1.47 Rubicon RBY 1.45 -1.4% 76.7 111 - - - - - - - Ontario, Newfoundland
29.44 Seabridge SA 22.05 -25.1% 34.0 751 - - - 9.1 - 9.1 $83 -
5.30 Solitario Resources XPL 5.34 0.8% 28.6 153 - - - - - - - -
6.67 Tan Range TRE 5.23 -21.6% 86.3 451 - - - - - - - Tanzania
5.18 Taseko Mines TGB 5.29 2.1% 128.5 680 - - - - - - - British Columbia
2.96 US Gold UXG 2.13 -28.0% 50.0 107 - - - - - - - -
2.62 Uranerz Energy URZ 2.60 -0.8% 34.3 89 - - - - - - - -
5.02 Vista Gold VGZ 3.63 -27.7% 31.4 114 - - - 9.3 - 9.3 $12 US/Mexico/Bolivia
- AMEX TOTAL - - - - 28,435 876 65 - 116 13 195 $146 AMEX
2007
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NYSE SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
54.63 Agnico Eagle AEM 66.50 21.7% 121.0 8,048 336 12.5 $646 1.6 3.6 17.6 $457 Updated production and reserves from 2006 Year-end Report
42.81 Anglogold Ashanti AU 40.62 -5.1% 276.6 11,237 6,526 83.8 $134 188.0 73.4 345.2 $33 Anglogold
42.05 Barrick Gold ABX 39.04 -7.2% 863.0 33,691 8,060 142.9 $236 51.5 26.0 220.4 $153 Updated production and reserves from 2006 Year-end Report
70.04 BHP Billiton BHP 87.42 24.8% 3110.0 271,876 852 - - - - - - Diversified producer
56.60 Buenaventura BVN 64.24 13.5% 127.2 8,174 1,551 30.2 $271 12.9 - 43.1 $190 43.65% of Yanacocha
39.81 Cameco CCJ 40.09 0.7% 352.3 14,124 - - - - - - - Uranium
4.94 Coeur d'Alene CDE 3.39 -31.5% 278.0 941 360 4.3 $218 1.6 1.2 7.1 $132 31 Dec 2004 data
32.67 CVRD RIO 40.13 22.8% 2420.0 97,115 - 40.5 $2,398 - - 40.5 $2,398 Brazilian miner who acquired INCO
102.44 Freeport McMoRan FCX 114.20 11.5% 374.8 42,806 2,792 67.9 $631 - - 67.9 $631 Updated shares, production, and reserves (17 Jan 2006)
14.20 Gold Fields GFI 13.84 -2.5% 650.3 9,001 4,183 65.3 $138 174.5 - 239.8 $38 -
33.93 Goldcorp GG 39.69 17.0% 703.5 27,923 1,693 54.6 $511 22.4 51.1 128.1 $218 Updated production and reserves for 2006 (23 FEB 07 press release)
10.31 Harmony HMY 12.43 20.6% 398.7 4,956 3,688 62.8 $79 199.0 310.0 571.8 $9 Reserves
32.66 Harry Winston (Aber) HWD 30.38 -7.0% 57.4 1,744 - - - - - - - Diavik Diamond NWT
9.35 Hecla HL 10.38 11.0% 119.8 1,243 284 99.0 $13 1.4 1.4 101.7 $12 Updated production and reserves from 2006 Year-end Report
8.10 IAMGold IAG 6.15 -24.1% 292.1 1,796 432 4.1 $435 5.5 2.5 12.1 $149 West Africa
18.40 Kinross KGC 19.82 7.7% 578.9 11,475 1,613 18.1 $635 11.3 4.5 33.9 $339 Reflects Bema 2/27/07
48.83 Newmont NEM 45.29 -7.2% 451.0 20,424 6,906 92.7 $220 19.1 - 111.8 $183 -
419.90 Rio Tinto RTP 501.01 19.3% 327.3 163,981 1,857 - - - - - - One of world's largest miners
16.97 Silver Wheaton SLW 14.04 -17.3% 220.6 3,097 44 1.3 $2,333 0.2 3.3 4.8 $645 Silver assets
105.13 So Peru Copper PCU 109.65 4.3% 294.5 32,292 - - - - - - - Peru and Mexico copper
35.71 Teck Cominco TCK 47.58 33.2% 215.8 10,268 366 3.4 $2,996 0.5 - 4.0 $2,599 -
12.94 Yamana Gold AUY 14.48 11.9% 343.5 4,974 87 4.0 $1,246 5.0 - 9.0 $555 Argentina/Brazil
- NYSE TOTAL - - - - 781,184 41,630 787 - 694 477 1,959 - NYSE
2007
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AUSTRALIAN SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
0.26 Beaconsfield BCD 0.18 -29.4% 152.2 26 63 - - - - - Tasmania
3.27 Bolnisi Gold BSG 3.27 0.0% 172.0 533 90 0.2 $2,286 0.3 0.1 0.6 $855 Republic of Georgia
1.41 Centamin Egypt CNT 1.41 0.0% 448.1 596 - - - 1.3 1.0 2.2 $268 Sukari Gold Project
3.97 Equigold EQI 4.00 0.8% 148.5 563 150 1.6 $356 2.4 - 4.0 $140 Mt Rawdon/Kirkalocka
22.68 Jubilee Mines JBM 23.15 2.1% 121.4 2,662 - - - - - - - Cosmos nickel project
4.65 Kingsgate KCN 5.35 15.1% 85.3 432 151 1.1 $400 0.7 - 1.8 $240 Thailand
33.10 Newcrest NCM 30.85 -6.8% 326.0 9,527 785 33.2 $287 55.2 - 88.4 $108 Reserves and resources from 2007 Annual Report (30 June 2007)
3.48 Oxiana OXR 3.54 1.7% 1187.3 3,982 141 6.9 $576 - - 6.9 $576 Laos
1.76 Resolute RSG 1.96 11.7% 177.2 329 268 3.1 $105 4.1 - 7.2 $46 Tanzania/Queensland
0.78 St Barbara SBM 0.68 -12.8% 556.5 358 - - - - - - - Sons of Gwalia gold
6.95 Sino Gold SGX 5.43 -21.9% 101.3 521 91 - - - - - - China
3.18 Troy Resources TRY 2.44 -23.3% 48.4 112 116 0.1 $1,472 0.6 - 0.7 $160 Brazil
13.95 Zimplats ZIM 14.50 3.9% 88.6 1,216 7 - - - - - - Zimbabwe
- ASX TOTAL - - - - 20,832 1,799 46.2 $451 64.6 1.1 111.9 - ASX
2007
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NASDAQ SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
30.37 Anglo American AAUK 33.20 9.3% 1630.6 54,137 - - - - - - - -
7.10 DRDGOLD DROOD 11.75 65.6% 32.4 381 840 16.3 $23 25.5 45.4 87.1 $4 ADS = 10 Ordinary shares
31.19 Lihir Gold LIHR 28.61 -8.3% 65.2 1,865 607 13.4 $139 - 29.1 42.5 $44 -
34.93 Pan American PAAS 34.73 -0.6% 43.2 1,500 249 12.3 $121 - - 12.3 $121 -
37.13 Randgold GOLD 45.07 21.4% 68.8 3,099 161 1.2 $2,583 1.4 0.1 2.7 $1,148 -
30.52 Royal Gold RGLD 29.35 -3.8% 27.6 811 - - - - - - - -
36.53 Silver Standard SSRI 28.07 -23.2% 61.6 1,730 - - - 8.5 9.9 18.4 $94 -
- NASDAQ TOTAL - - - - 63,523 1,857 43.2 - 35.4 84.5 163.1 - NASDAQ
2007
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TSX SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
5.53 Alamos Gold AGI 6.00 8.5% 32.8 196 109 - - - - - - Salamandra Property, Mexico
13.50 Boliden BLS 13.00 -3.7% 11.0 142 328 - - - - - - -
1.72 Breakwater BWR 0.79 -54.1% 94.5 74 67 0.8 $88 1.2 0.3 2.4 $31 -
12.57 Centerra Gold CG 10.22 -18.7% 72.1 734 505 - - - - - - Cameco gold spinoff
7.22 Dundee DPM 6.80 -5.8% 53.6 363 - - - 2.3 3.2 5.5 $66 -
2.22 Etruscan EET 2.02 -9.0% 43.2 87 - - - - - - - -
85.07 First Quantum FM 92.07 8.2% 43.6 3,995 - - - - - - - -
1.97 Gabriel GBU 2.26 14.7% 95.3 214 - 10.4 $21 13.0 1.3 24.7 $9 -
2.84 High River Gold HRG 1.97 -30.6% 80.1 157 139 2.0 $80 0.9 0.9 3.8 $41 Reserves as of August 2006
17.56 Imperial Metals III 5.18 -70.5% 19.7 102 - - - - - - - -
11.31 INMET Mining IMN 9.13 -19.3% 35.3 321 252 2.9 $111 1.5 1.7 6.1 $53 -
62.60 Major Drilling MDI 55.83 -10.8% 16.0 888 - - - - - - - -
1.01 SEMAFO SMF 1.40 38.6% 75.0 105 42 - - - - - - -
13.29 Sherritt S 15.62 17.5% 130.7 2,033 - - - - - - - -
1.32 Wesdome Gold WDO 1.37 3.8% 37.5 51 79 0.3 $162 - - 0.3 $162 Merged with River Gold Mines
- TSX TOTAL - - - - 9,410 1,443 16.1 - 18.9 7.5 42.5 - TSX
- GRAND TOTAL - - - - 903,384 47,604 958 - 930 583 2,471 - -
2007
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US MUTUAL FUNDS SYMBOL 12-May CHANGE SHARES
OUT
MKT CAP
($USm)
PROD
(000s)
P&P CAP
P&P
M&I INF TOTAL CAP
TOT
Comments
22.34 Am Century BGEIX 22.51 0.8% -
39.88 Fidelity FSAGX 40.88 2.5% -
23.97 First Eagle SGGDX 24.86 3.7% -
36.38 Franklin FKRCX 39.30 8.0% -
7.42 Invesco FGLDX 7.93 6.9% -
5.64 Midas MIDSX 5.43 -3.7% -
36.07 Oppenheimer OPGSX 37.95 5.2% -
11.39 Pilgrim LEXMX 12.33 8.3% -
23.97 Scudder SCGDX 24.86 3.7% -
16.13 US Gold USERX 16.65 3.2% -
26.28 US World UNWPX 25.03 -4.8% -
32.52 USAA USAGX 34.85 7.2% -
20.49 Van Eck INIVX 18.45 -10.0% -
28.05 Vanguard VGPMX 38.12 35.9% -
2007
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INDICIES SYMBOL 12-May CHANGE NOTES
1266.77 GOLD MINERS GDM 1271.99 0.4% Market Capitalizations are in $US, so per ounce calculations can be compared.
409.37 GOLD BUGS HUI 420.53 2.7% Production is trailing 12months from my spreadsheet
174.27 CBOE GOLD GOX 187.34 7.5% P&P is proven and probable reserves,
173.32 PHLX AU/AG XAU 179.38 3.5% M&I is measured and indicated resources
82.46 GLD GLD 87.31 5.9% streetTRACKS Gold Shares ia 1/10 ounce of gold
82.45 IAU IAU 87.29 5.9% iShares Gold Trust is 1/10 ounce of gold
146.97 SLV SLV 170.43 16.0% iShares Silver Trust is 10 ounce of silver
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