The following is an article on Timmins. Also for those interested in gold/silver buillon, GTU after the close yesterday is trading at a lower than normal premium to NAV, 5.4% and CEF holding 50% silver 50% gold is also down from a premium standpoint based on last nights close with a premium of 6.4% (Casey has CEF as a buy whenever the premium is under 10%)

". . .With Canplats no longer in play, investors will likely be taking money off the table and questioning where they should deploy capital.

Within the junior mining space Canaccord Adams Mining Analyst Nicholas Campbell. . .is also bullish on Timmins Gold, an emerging junior gold producer, focusing on the advancement of its San Francisco gold project (100%) in Mexico.

The San Francisco gold project is expected to produce between 80,000 and 100,000 ounces of gold per year at cash cost of less than US$430 per ounce. He believes the company has upside potential based on revaluation, as the company moves from development to production, and potential to expand the mine life of San Francisco. Campbell also sees Timmins as an acquisition target as he has already begun to see some consolidation of Mexican junior gold producers."
- Morning Coffee, Canaccord Capital (01/11/10)