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In this episode of the KE Report, we sit down with Caleb Stroup, President and CEO of Headwater Gold (CSE: HWG | OTCQX: HWAUF), for a comprehensive update on the company's expanding exploration portfolio. With recent news regarding geophysical surveys and the conclusion of several drilling programs, Caleb provides a clear roadmap for what investors can expect in the coming months. Headwater Gold is actively advancing high-grade epithermal gold targets in the Western US through strategic partnerships with industry giants like Newmont and OceanaGold. Key Discussion Points: Jake Creek Project Milestones: The company is finishing final drill targeting at the Jake Creek project in partnership with OceanaGold. This program follows up on historical results of 45 meters at 1g/t gold, with an initial drill test scheduled for early summer 2026. Drilling at Lodestar and TJ: Drilling has recently concluded at both the Lodestar project (funded by Newmont) and the TJ project (funded by OceanaGold). The team is currently awaiting lab assays, with results expected within the next four to six weeks. Exploration Strategy and Model: Caleb explains the "fully preserved epithermal system" model they are targeting, which involves identifying surface alteration and vectoring with drilling to find high-grade zones at depth. Upgraded U.S. Listing: Discussion on the company's recent move to the OTCQX market under the symbol HWAUF, reflecting a significant increase in trading volume and interest from U.S. investors. Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com. Click here to visit the Headwater Gold website to read over the recent news - https://headwatergold.com/ -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Das Oberste US-Gericht hat einen Großteil der Strafzölle von US-Präsident Trump gekippt. Zudem nehmen die Spannungen zwischen USA und Iran weiter zu. In diesem Umfeld ist der Goldpreis nach oben geschossen.
In this company update, we are joined by Steve Barley, Chairman and CEO of Magma Silver (TSX.V:MGMA - OTCQB:MAGMF - FSE:BC21), to discuss the upcoming drill program at the Niñobamba silver and gold Project in Peru. Following our initial introduction to the story in November, the company is now moving into a two-phase, 4,000-meter drilling campaign aimed at confirming historical results and testing new geological theories. Key Discussion Points: Phase 1 Drill Strategy: Steve outlines the initial 2,000-meter program at the Jorimina Zone, which focuses on confirming historical results from Newmont. Targeting District Scale: The conversation covers the distinct mineralization across the 8km x 2km system, including the silver-dominant Niñobamba Main zone and the 2-kilometer silver anomaly identified at the Randypata Zone. A Pure Precious Metals Play: Magma Silver remains focused on primary silver and gold. Strong Financial Position: With approximately $5 million in the bank and recent warrant exercises, the company is fully funded for its 2026 exploration goals. Please email me with any follow up questions for Steve - Fleck@kereport.com. Click here to visit the Magma Silver website to learn more about the company - https://magmasilver.com/ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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Aussie stocks staged a robust recovery today, reclaiming most of Monday’s losses despite the Reserve Bank of Australia handing down its first rate hike in over two years. The board unanimously lifted the cash rate to 3.85%, citing a material pick-up in inflation. Governor Michele Bullock maintained a cautious tone, refusing to rule further moves in or out while monitoring a tight labor market. The Materials sector spearheaded the rebound as gold and silver stabilised. Newmont surged after yesterday's heavy sell-off, while CBA rose despite flagging a multi-million dollar customer provision. Attention overnight turns to US earnings from Amazon and Alphabet. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
The Aussie market suffered its sharpest fall in months, sliding deep into the red as a global commodity rout sparked a nasty four-day losing streak. The sell-off followed President Trump’s nomination of Kevin Warsh as the next Fed Chair. Warsh’s hawkish reputation sent the US dollar surging, causing gold to suffer its steepest crash since the 1980s and silver to plunge even further. Local gold miners like Newmont and Northern Star were crushed as the broader Materials sector retreated sharply. In contrast, Nine Entertainment extended its winning streak following a massive billboard acquisition. GrainCorp plummeted on a major profit downgrade, while the "Big Four" banks showed some resilience. All eyes now pivot to tomorrow’s high-stakes RBA meeting, with markets heavily favouring the first interest rate hike in over two years. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a historic Friday sell-off that saw silver drop over $30 in a single day, Craig shares his perspective on whether this is the end of the bull run or a standard - albeit violent - consolidation phase. Analyzing the Friday Flush: Craig discusses the "mind-blowing" price action in silver and gold, noting that despite the record-breaking one-day drop, silver still managed to end the month in positive territory. The "Warsh" Factor and Fed Speculation: We evaluate the market's reaction to the nomination of Kevin Warsh for the Federal Reserve, questioning the narrative that a "hawkish" Fed shift is the true driver behind the metals' decline. Technical Gaps and Institutional Maneuvers: The discussion covers the filling of technical gaps in the GDX and the impact of month-end profit taking, option expirations, and delivery cycles on the Comex. Mining Stock Valuations vs. Metal Prices: Craig explains why the fundamental outlook for producers like Agnico Eagle, Newmont, and Kinross remains incredibly strong as they move into a quarter with significantly higher average selling prices. Long-term Conviction vs. Short-term Volatility: A look at the difference between trading momentum and long-term investing in a system where the dollar continues to lose value against the "stable unit" of gold. Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/ --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this opening episode of Ashurst’s Taxed Out series, partners Vanja Podinic and Colin Little unpack the dominant Australian tax controversy themes from 2025 and what they signal for the year ahead. They explore the ATO’s whole-of-code approach, the escalation of scrutiny on financing and marketing hubs, related-party arrangements and private capital, and the continued interplay between transfer pricing, PE risk, intangibles and anti-avoidance. Colin and Vanja break down the ATO’s FY25 settlement and certainty data, including the decline in APAs, the rise of bilateral agreements, and growing use of the Mutual Agreement Procedure. They also reflect on the landmark decisions that shaped 2025 from embedded royalties and anti-avoidance in PepsiCo and Hicks, to Division 855 disputes in YTL and Newmont, and the Bendel decision now before the High Court. Finally they close with the 2026 cases to watch, including Bendel, Tabcorp, Coca-Cola and The Star, and share practical steps for taxpayers preparing for another active year of reviews, audits and litigation. To follow the series, visit ashurst.com or search for Ashurst Legal Outlook on your preferred podcast platform. The information provided is not intended to be a comprehensive review of all developments in the law and practice, or to cover all aspects of those referred to. Listeners should take legal advice before applying it to specific issues or transactions.See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ekstase bei den Edelmetallen, schwächelnde Geburtstagskinder und die Nordsee-Pakt-Profiteure. Außerdem geht es um Newmont, USA Rare Earth, Nvidia, Coreweave, Cloudflare, Orsted, Vestas, Intel, United Health, Friedrich Vorwerk, Opendoor, Rocketlab, Intuitive Machines, GameStop, Microsoft, Meta, Tesla, Apple, ASML, SAP, ServiceNow, OHB, Airbus und hier geht's zum wöchentlichen AAA-Newsletter: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Ivan Bebek, Founder, Director, Chair, and CEO of Coppernico Metals, joins host Michael McCrae on Mining Stock Daily from the Vancouver Resource Investment Conference to unpack what he calls a “new paradigm” for metals markets. With gold pushing record highs and copper trading near historic levels, Bebek argues the sector is still in the early innings of a powerful, multi-year bull market—particularly for copper.Bebek explains why surging demand from electrification, AI data centers, infrastructure modernization, and electric vehicles is colliding with a tight global copper supply. New discoveries are scarce, existing mines are aging and declining in grade, and building new copper mines now takes decades due to massive capital requirements, social and permitting challenges, and logistical bottlenecks. Money alone, he says, can't solve the problem—time is the real constraint.The conversation also explores why M&A is poised to accelerate as major miners, flush with cash and higher share prices, look to replace depleting reserves. Bebek discusses Coppernico's strategy of chasing higher-grade copper targets and why major miners like Newmont and Teck are already shareholders.Touching on lessons from past bull markets, cost inflation risks, and the importance of grade, Bebek makes a compelling case that copper prices have much further to run—and that discoveries, not capital, will ultimately define the winners in this cycle.
Vistazo a JPMorgan Chase & Co, Baker Hughes, Newmont, Freeport-Mc Moran, Merck y USA Rare Earth. Con Ignacio Vacchiano, responsable de distribución en España de LeverageShares.
White Gold Corp CEO David D'Onofrio joined Steve Darling from the Vancouver Resources Investment Conference to share news about the company's significant growth plans, as momentum builds in the Yukon's historic Klondike district. D'Onofrio outlined how White Gold has built on its strong foundation, anchored by a 3-million-ounce high-grade gold resource—the largest in the Yukon. He emphasized, “We are fully funded for the largest exploration program in our company's history,” pointing to a transformative period ahead as the company pushes forward with both deposit expansion and new target exploration. The exploration strategy follows a proven phased approach developed by prospector Sean Ryan, combining geochemistry, geophysics, and staged drilling. The method has led to major discoveries and continues to drive value, with a new focus on an ultra-high-grade core, highlighted by over 1.1 million ounces at nearly 3 g/t. D'Onofrio also discussed a potential spinout to unlock value from non-gold metals identified in the district, including copper, tungsten, and molybdenum—drawing comparisons to nearby Western Copper and Gold. Strong infrastructure support from the Yukon and Canadian federal governments under the Resource Gateway Program, and strategic positioning near a major development by Newmont and Agnico, further reinforce White Gold's unique opportunity in one of Canada's most underexplored yet prospective gold camps. #proactiveinvestors #whitegoldcorp #otcqx #whgof #tsxv #wgo #vric2026 #GoldExploration #YukonMining #GoldStocks #MiningInvestment #ResourceExpansion #KlondikeGold #CanadianMining #JuniorMiners #OTCQX
Metallic Minerals Corp CEO Greg Johnson joined Steve Darling from the Vancouver Resources Investment Conference to share news about the company's ongoing momentum as it advances multiple exploration and royalty projects across North America. Johnson highlighted that after years of bear market conditions, the junior mining sector is finally seeing a generational shift — and Metallic Minerals is positioned to benefit. Johnson outlined a busy 2026, building on a significant 2025. “It's already over a billion pounds of copper, 17 million ounces of silver,” he said, referring to the La Plata project in Colorado, which also includes newly added platinum, palladium and gold ounces. The project is supported by Newmont, which funded recent drilling. In Yukon, the company's Keno Silver project is moving forward after publishing its first resource of 18 million ounces in 2024. With Hecla Mining ramping up to commercial production next door, Metallic Minerals aims to build on that resource through 2026. Importantly, Johnson also highlighted a third income stream — a royalty portfolio in the Yukon — that produced CAD $650,000 worth of gold in 2025. “At $6,500 Canadian gold... it's an amazing business,” he said. The company expects a record year in 2026 from expanding royalty operations. Looking ahead, Johnson confirmed exploration drilling at Keno Silver will begin in late spring or early summer, followed by work at La Plata later in the year. The company also plans to test new porphyry targets in partnership with Newmont. #proactiveinvestors #metallicmineralscorp #tsxv #mmg #otcqb #mmngf #vric2026 #GregJohnson #LaPlataProject #KenoSilver #CopperExploration #SilverStocks #MiningInvesting #JuniorMining #Newmont #HeclaMining
Coppernico Metals CEO Ivan Bebek joined Steve Darling from the Vancouver Resources Investment Conference to share news about the company's progress toward what could become a major copper discovery in Peru. Bebek outlined how Coppernico has transitioned from years of preparatory work into an active drilling phase, with exploration resuming in April. He explained that the company will test four out of 17 major targets over an 18-month campaign, with 50 to 60 planned drill holes. These targets are considered analogs to some of the world's most significant copper deposits, including Las Bambas. “This is an analog to Las Bambas,” Bebek noted, “and we're seeing tens of meters of 1% or 100 to 200m of half a percent or better copper right on surface.” He added that these trenching results represent some of the best surface sampling the company has achieved to date. The company has overcome significant social and geopolitical challenges over the past nine years, and Bebek emphasized its strong relationship with local communities. Coppernico has created over 100 jobs in the last year and introduced agricultural initiatives to improve health and economic outcomes in the Andes. As the permitting process progresses smoothly, Coppernico now finds itself at what Bebek described as “day one” of the discovery phase. With major shareholders like Teck and Newmont on board since the company went public, the outlook is promising for high-impact copper exploration in a supply-constrained global market. #proactiveinvestors #coppernicometals #tsx #copr #otcqb #cppmf #vric2026 #IvanBebek #CopperExploration #MiningInPeru #DrillProgram2026 #JuniorMining #CopperDiscovery #CommodityMarkets #ElectricFuture #ResourceInvesting #ProactiveInvestors #CopperSupplyCrisis
The ASX200 lifted about half of one percent in afternoon trade today, with the market up roughly three‑quarters of one percent at its peak. US equities posted a 1.8 % YTD gain and new‑record highs, while gold miners such as Newmont and Remelius rose over five percent on firm metal prices. Consumer discretionary led sector gains, up more than two percent, as the market looks ahead to February’s Australian earnings reports and the US inflation releases and earnings season that could shape momentum. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Abrauschen der Rohstoffe, Nachlässe von Novo Nordisk und den großen Ausblick aufs Börsenjahr 2026. Außerdem geht es um Newmont, AngloGold, Barrick Mining, Freeport-McMoRan, Southern Copper, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Nvidia, Microsoft, Apple, Tesla, Palantir, Crowdstrike, Zalando, Scout24, Rheinmetall, Symrise, SAP, Adidas, Telekom, Siemens Healthineers, Beiersdorf, Amundi MSCI Greece (WKN: LYX0BF). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again? Alicia Alfiere, Keith Speights, and Tim Beyers discuss: - What would drive outperformance for Micron. - Why 2025 was so good to Robinhood. - The macro factor Newmont investors shouldn't ignore. Tickers: Companies discussed: MU, HOOD, NEM Host: Tim Beyers Guests: Alicia Alfiere, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Gold is breaking out, silver just hit record levels, and the S&P 500 may be running into its final resistance. On Fed Day, Gareth Soloway joins us to break down the key charts: gold's bull flag, silver's explosive move, AI-driven markets, recession risks, and why long-term gold could follow the historical trend toward $7,000.-----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
In this episode of Mining Stock Education, host Bill Powers interviews Tim Clark, CEO of Fury Gold Mines, to discuss the latest updates on the company's transition from exploration to development, particularly at their Eau Claire project in the James Bay region of Quebec, Canada. Tim highlights the confidence gained from their Preliminary Economic Assessment (PEA) and recent drilling results. Additionally, Tim mentions productive discussions with Dhilmar Ltd., the private miner which acquired the nearby Eleonore Mine from Newmont recently. Fury could potentially collaborate with Dhilmar Ltd. to feed more gold ore into their mill. The conversation also covers other significant projects and the general outlook for the company as it strives to increase shareholder value and advance towards production. 00:00 Introduction to Mining Stock Education 00:47 Fury Gold Mines Update 01:14 Eau Claire Project Insights 03:27 Strategic Partnerships and Market Dynamics 06:26 Drilling Programs and Future Plans 17:36 Financial Overview and Market Position 20:21 Conclusion and Investment Advice Sponsor: https://furygoldmines.com/ Ticker: FURY Sakami Resource Estimate Press Release: https://furygoldmines.com/fury-announces-initial-mineral-resource-estimate-for-the-sakami-gold-project-in-quebec/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Fury Gold Mines pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement found in Fury Gold's most-recent presentation found at www.FuryGoldMines.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
In December, Headwater Gold (CSE:HWG), a Canadian company focused on high-grade precious metal exploration in the Western USA, announced a US$25 million earn-in agreement with Centerra Gold.Headwater specializes in generating new projects on open ground and attracting major mining companies to fund exploration. The company currently has six projects partnered with majors, including two with Newmont, three with OceanaGold, and the recently announced deal with Centerra.Yesterday, President & CEO Caleb Stroup was interviewed by Mining Stock Daily.The conversation dove into the prospect-generator model, why “multiple shots on goal” matter in a rising gold market, and how Headwater minimizes dilution while keeping a large amount of drilling funded by partners. Stroup also discussed the following:What's driving majors back into early-stage explorationThe ongoing discovery potential in the Western U.S., including NevadaHow technology—from drones to hyperspectral tools to LLMs—is changing exploration workflowsShifts in U.S. permitting and why sentiment toward domestic mining is improvingGold's outperformance vs. Bitcoin in 2025, including the surprising entry of Tether into the gold sector
We're joined by Caleb Stroup, President & CEO of Headwater Gold (CSE:HWG | OTCQB:HWAUF), to discuss the newly announced $25 million earn-in agreement with Centerra Gold on the Crane Creek Project in Idaho. Key Highlights Centerra Earn-In Overview A three-stage structure allowing Centerra to earn up to 70% of Crane Creek: • Stage 1: $10M over four years (including $2.5M guaranteed) to earn 51% • Stage 2: Additional $15M to reach 60% • Stage 3: Completion of a PEA with a 1Moz gold resource to reach 70% The deal also includes a 1–2% royalty back to Headwater. Geological Potential Crane Creek hosts both bulk-tonnage epithermal mineralization and outcropping high-grade veins, offering strong discovery upside. Initial Work Plans Early work will target the Consolidated Vein Zone while testing step-outs to better define the system's scale. Additional Drilling Underway Active programs with OceanaGold and Newmont continue, with results expected into early 2026. Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com. Click here to visit the Headwater Gold website to read over the recent news ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice. Investing involves risk, including loss of principal. Consult a licensed financial advisor before making investment decisions. Guests and hosts may hold positions in mentioned companies.
Recording date: 1st December 2025Olive Resource Capital has delivered exceptional performance in 2025, with Executive Chairman Derek Mcpherson and President/CEO/CIO Sam Pelaez reporting record third-quarter results during their December 1st "Compass" podcast discussion. The fund achieved 61.8% gains in Q3 and 113.5% year-to-date returns, driven primarily by the rising gold market and strategic portfolio positioning.Despite generating $5.2 million in net income during Q3 against a market capitalization of just $7-8 million, management believes the share price trading around $0.07 significantly undervalues the fund's performance and asset base. This disconnect represents what Mcpherson characterizes as a meaningful opportunity for investors willing to recognize the fund's accomplishments.The discussion emphasized Olive's investment philosophy of identifying companies undergoing transformation before markets fully price in the changes. This approach has proven successful with holdings like AngloGold Ashanti, which has delivered over 200% returns year-to-date, alongside other transforming companies including K92 Mining, Orion Resources, and CanX Resources.A significant portion of the conversation analyzed Barrick Gold Corporation's announced plans to potentially spin out its North American assets, including Nevada Gold Mines, Pueblo Viejo, and the Fourmile project. The managers estimate this portfolio represents approximately 2 million ounces of annual production with an enterprise value of $40-50 billion.While Newmont emerges as the most logical acquirer given existing joint venture partnerships, the analysis revealed surprising complications. Newmont currently trades at lower valuation multiples than Barrick despite producing 50% more gold, creating challenges for structuring an accretive transaction. However, the deal could provide Newmont with 33-50% production growth impossible to achieve through any other single transaction.Management maintains conviction in continued commodity strength, supported by global liquidity expansion, central bank accommodation, and the recent end of Federal Reserve quantitative tightening. They see no material macro developments disrupting their bullish thesis on commodities entering 2026.Sign up for Crux Investor: https://cruxinvestor.com
In this breaking update, Anthony Margarit, President and CEO of K2 Gold (TSX.V:KTO | OTCQB:KTGDF | FSE:23K), confirms receipt of the long-awaited exploration permit for the Mojave Project in California. The Company is fully funded for its initial Phase I drill program, thanks to the recent exercise of over 30 million warrants, boosting the treasury to $10.8 million. We discuss the immediate roadmap for drilling, which commences in early 2026 and will focus on expanding high-grade, near-surface oxide gold at the Dragonfly and Newmont zones. Key Discussion Points: Permit Secured: The BLM's issuance of the Final EIS allows for the immediate commencement of exploration on the Mojave Project (22 drill pads permitted). Fully Funded Program: Recent warrant exercises have positioned the Company with $10.8 million in the treasury, fully funding the next year of exploration. Phase I Focus: Drilling will target the Dragonfly and Newmont zones, focusing on expanding near-surface oxide gold. District Upside: The property hosts multiple poly-metallic trends, including the never-before-drilled Gold Valley target, which returned up to 375 g/t Au at surface. Click here to sign up for the webinar, tomorrow December 3rd at 9am PT (12pm ET). If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com. Click here to visit the K2 Gold website. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Interview with Stephen Hanson, President & CEO of Surface Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/surface-metals-csesur-former-lithium-player-pivots-to-nevada-gold-with-walker-lane-project-7467Recording date: 21st November 2025Surface Metals Inc. (CSE: SUR) has strategically positioned itself across two commodity cycles through its April 2025 acquisition of the Cimarron gold project in Nevada whilst maintaining a diversified lithium portfolio anchored by a 300,000+ ton LCE resource at Clayton Valley, California. This dual-commodity approach provides investors with exposure to gold's current bull market and lithium's structural electrification demand.Following recent meetings on Wall Street and Bay Street, President and CEO Steve Hanson reports renewed institutional appetite for junior and mid-cap mining opportunities. Major banks including JP Morgan, Goldman Sachs, UBS, Deutsche Bank, and HSBC forecast gold reaching $5,000 per ounce in 2026, driven by central bank accumulation, interest rate dynamics, and geopolitical tensions. Simultaneously, lithium markets show stabilisation following the 2023-2024 correction, with institutional interest returning to quality projects.The Cimarron gold project, located in Nevada's prolific Walker Lane trend approximately 35 kilometres south of Kinross's Round Mountain mine, benefits from extensive historical work conducted by Newmont and Echo Bay during the 1980s-1990s. Surface Metals has digitised this historical database and created three-dimensional geological models, positioning the company to commence phase one drilling in early 2026 with clear targeting rationale. The programme aims to confirm historical high-grade intercepts, validate a non-43-101 compliant resource, and expand towards a million-ounce target. Shallow oxide mineralisation suggests potential heap leach processing economics - a lower-cost development pathway relevant for junior companies.Surface Metals' lithium portfolio demonstrates geographic and geological diversification across three projects. The Clayton Valley brine project sits immediately northwest of Albemarle's Silver Peak operation - North America's only producing lithium brine facility operational since 1966. The company targets a preliminary economic assessment in 2026, evaluating direct lithium extraction technology offering faster processing and higher recovery versus traditional evaporation ponds. Neighbouring operator SLB's 2025 demonstration facility successfully produced lithium from similar brine chemistry, de-risking technology application.Fish Lake Valley represents exposure to sedimentary claystone lithium mineralisation, sitting contiguous to Ioneer's Rhyolite Ridge project backed by Ford, Toyota, and Panasonic offtakes with 2026 construction commencement planned. Surface Metals actively seeks joint venture partners to fund initial drilling. In Manitoba, NASDAQ-listed Snow Lake Resources earns into the company's pegmatite project through funded exploration whilst Surface Metals maintains carried interest without capital outlay.Capital efficiency distinguishes Surface Metals' approach. The company has reduced operational costs whilst advancing projects through partnership structures and targeted technical work avoiding dilutive capital raises during unfavourable market conditions. Sector consolidation reduced lithium-focused companies from 200-250 to approximately 60, with Surface Metals amongst survivors maintaining intact portfolio positioning to capture recovery momentum.Management contemplates multiple value realisation pathways including asset sales, joint ventures, or corporate restructuring to separate gold and lithium portfolios. In market conditions where commodities experience distinct cycles, portfolio separation could unlock valuation disparities whilst providing shareholders direct exposure to preferred commodity themes.All projects benefit from tier-one North American jurisdictions with established infrastructure, proximity to operating mines, and relatively streamlined permitting. Nevada exploration permits typically achieved in 90-120 days. As gold supply deficits emerge from major producers exhausting high-grade reserves, and lithium supply security achieves strategic priority, Surface Metals' portfolio positioning addresses structural market dynamics favouring quality junior mining opportunities in premier jurisdictions.View Surface Metals' company profile: https://www.cruxinvestor.com/companies/acme-lithiumSign up for Crux Investor: https://cruxinvestor.com
Will Slack, President of Enduro Metals, provides an editorial on the company's renewed exploration efforts at the Newmont Lake Project in British Columbia. The company recently did a merger with Commander Resources and is now in a position to execute a wide-range of exploration activities on multiple targets within the project. Will talks in-depth about the prospectivity of the Andrei Target.
Interview with Justin van der Toorn, President & CEO of Greenheart Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/greenheart-gold-tsxvghrt-proven-explorer-accelerates-guiana-shield-drilling-for-major-discovery-8003Recording date: 17th November 2025Greenheart Gold (TSXV:GHRT) is leveraging a proven management team and substantial capital base to pursue multiple gold discoveries across Guyana and Suriname. Led by President and CEO Justin van der Toorn, the executive team previously built Reunion Gold and discovered the 6-million-ounce Oko West deposit, which is now advancing toward production in 2027. This track record provides credibility as Greenheart pursues its disciplined exploration strategy across the highly prospective Guyana Shield.The company's most distinguishing feature is its approximately $35 million cash position—unusual for a junior explorer. This capital cushion enables Greenheart to operate differently than competitors, maintaining exploration momentum across multiple projects simultaneously without the constant pressure of capital raises and shareholder dilution. As van der Toorn explains, this financial flexibility allows systematic project evaluation where promising targets advance quickly while underperforming projects are dropped without hesitation.Greenheart has already demonstrated this discipline by relinquishing certain Guyana projects that failed to generate attractive drilling targets or lacked the scale necessary for economic development. The company recognizes that discovery thresholds vary significantly based on location—projects near existing operations like Newmont's Merian mine could be valuable with smaller discoveries, while remote interior projects require substantially larger deposits.Currently, Greenheart is executing an active drilling program at its Majorodam project in Suriname, with 1,500 meters planned by year-end. The program builds on earlier reverse circulation and diamond drilling that established structural controls on mineralization. Additional drilling campaigns are scheduled for Igab in January 2026 and Tosso Creek in Q1 2026, creating multiple discovery opportunities over approximately six months.Operating in Guyana and Suriname provides significant jurisdictional advantages, including efficient permitting and established infrastructure. The Oko West example demonstrates what's achievable: a seven-year timeline from discovery to production, remarkably fast by global standards. Greenheart maintains all-in drilling costs of approximately $300 per meter despite challenging jungle terrain, reflecting operational efficiency developed through years of regional work.Despite favorable gold market conditions creating investor demand for rapid results, Greenheart maintains its methodical approach of thorough soil sampling, trenching, and structural mapping before committing significant drill capital. This strategy optimizes capital efficiency even if it doesn't generate the rapid-fire news releases some investors expect in strong markets.With three Suriname projects at various advancement stages, proven management expertise, operational efficiency, and financial flexibility to maintain exploration momentum, Greenheart Gold has positioned itself to systematically pursue new discoveries in one of the world's premier exploration environments.View Greenheart Gold's company profile: https://www.cruxinvestor.com/companies/greenheart-gold
In this KER Market Quick Take, Cory Fleck and Shad Marquitz break down the broad correction across precious and base metals and outline where they see opportunity as year-end approaches. Metals correction: Gold and silver are only ~10–15% off highs, but many miners - especially juniors - are down 20–40% as momentum traders and generalists step aside. Majors vs. juniors: Large-cap producers (e.g., Newmont, Fresnillo) are holding up relatively well. Junior producers and developers have sold off sharply, creating what Shad sees as the best value. Q4 margins & Q1 setup: With gold near $4,000 and silver around $50, producers are enjoying record margins. Shad sees a strong setup for a Q1 seasonal bounce as earnings land. M&A & valuations: Recent takeovers (like Probe) came at low valuations. Many juniors still don't reflect $3,500–$4,000 gold or $40–$50 silver in their NPVs. Financing overhang: Cory highlights heavy financing activity and incoming 4-month holds as key near-term headwinds, reinforcing the need for selectivity. Other metals: Uranium: Spot drift to mid-$70s dampens sentiment. Copper: Stable near $5/lb; producers outperforming the metal. Lithium: ETF rebound—nearly doubled since April lows. Positioning outlook: Shad is accumulating select juniors into weakness; Cory prefers patience until clearer uptrends form, though he sees potential catalysts from policy shifts or a major new discovery. Stocks & ETFs Mentioned: GDX, GLD, SLV, PSLV, COPX, LIT, Newmont ($NEM), Fresnillo ($FRES), Silver X, Impact Silver, Guanajuato Silver, Avino Silver & Gold. Let us know your thoughts on the KER Market QuickTakes - Fleck@kereport.com and Shad@kereport.com ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In September, Fuerte Metals announced the acquisition of the Coffee gold project in Yukon from Newmont. CEO Tim Warman joined MSD to shares some insights from the deal and the acquisition. We talk about the entrance of the company in Yukon, its relationship with the communities and first nations, and how the company will continue to develop the project throughout 2026.
Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: Nick and Gerardo's next Private Placement Intel deal will be open soon. They'll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we'll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4nzKdG0The free version of the 340th episode of Investing in Bizarro World is now published. Here's what was covered:Macro Musings - As Nick and Gerardo head to the New Orleans Investment Conference, they discuss how the commodity supercycle is accelerating instead of ending. Governments and private capital are “all in” on critical metals, pouring billions into uranium, copper, and gold. The pair note that despite pullbacks, gold and silver remain in strong uptrends, consolidating healthily around key support levels, with gold holding above $4,000 and silver near $49. The Fed cut rates another quarter-point, and while bond yields ticked up briefly, inflation data shows a clear softening trend—setting the stage for another cut by December and the next leg of the bull market.Market Takes - The flood of institutional capital into the resource sector is accelerating. JPMorgan's $1.5 trillion national-security investment plan, which includes a $255 million injection into Perpetua Resources, exemplifies how serious the U.S. is about securing critical supply chains. Meanwhile, Saudi Arabia and the UAE are launching massive mining funds, and the Westinghouse $80 billion nuclear deal highlights the global uranium shortage. Gerardo calls it “a bull market across the board.” Both stress that investors must separate quality from hype as capital floods into the sector.Bizarro Banter - In Spokane, government finally caught up to the will of voters. After two years of dysfunction and wasted tax dollars, city officials reversed course and banned homeless encampments following a failed “compassion-first” experiment that saw zero people accept services. Nick calls it “a case study in government inefficiency,” while Gerardo reminds listeners that these same cycles—delay, denial, and reversal—play out across every level of politics. The segment ends with laughter, catharsis, and a reminder that markets may be irrational, but government is worse.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47QcbIR0:00 Introduction4:14 Macro Musings: Critical Metals Everywhere. Gold and Silver Hold Support. Fed Cuts and Inflation Cool.11:04 Market Takes: $1.5 Trillion JPMorgan Fund. $80 Billion Westinghouse Nuclear Deal. Global Capital Floods Into Resources.34:18 Bizarro Banter: Spokane Reverses Homeless Policy. Government Inefficiency on Display. Back to the Will of the People.38:05 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47QcbIRPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/47QcbIR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/
Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: Nick and Gerardo's next Private Placement Intel will be live today. They'll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we'll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4hTaL3QThe free version of the 341st episode of Investing in Bizarro World is now published.This was a very special episode. We recorded it live last week at the 51st annual New Orleans Investment Conference, where several of you were in attendance.We talked briefly about the debt, dollar, and bond yields, but spent most of the discussion on the Trump administration's support of mining projects and how we're capitalizing on that via private placement.Then we went in-depth on three of the companies we've successfully financed and why we think they have bright futures. So you get the Premium Portfolio Picks for free this week. They are below. Just remember, we financed all these companies at much lower prices. And if you want to do those financings alongside us at Private Placement Intel, our latest gold IPO is open now. Click here to participate: https://bit.ly/4hTaL3QHere's what was covered:Lion Rock Resources (TSX-V: ROAR)(OTC: LRRIF) — Freshly permitted and now drilling its Volney Project in South Dakota, where lithium, gold, and tin mineralization stack in the same system. Large-scale potential in a top U.S. jurisdiction with strong insider alignment.Hannan Metals (TSX-V: HAN)(OTC: HANNF) — A gold-copper exploration company operating in untapped regions that will be drilling a world-class target in the coming months. Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF) — We are waiting on additional results from the Las Coloradas project. Initial results delivered over 1,700 gram per tonne silver over short widths. The company is now raising cash to keep drilling not only Las Coloradas, but its Amaloya project as well.PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3WJP1xA2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/
In today's episode, we're delighted to be joined by Elaine Dorward-King, an accomplished mining executive and board director with over three decades of international experience in the resources sector. Elaine currently serves as a non-executive director for Sibanye-Stillwater, Kenmare Resources, and NovaGold, and has previously held senior leadership roles at Newmont and Rio Tinto. In our conversation, we'll explore Elaine's journey from operational leadership to board service, unpack what Boards of Directors actually do, and discuss what makes for effective corporate governance. We'll also touch on the evolving landscape of ESG and diversity in boardrooms, and the continued relevance of social license to operate, a topic Elaine will be moderating a panel on at the upcoming Resourcing Tomorrow Conference in London this December - the premier gathering for the world's mining leaders taking place at the Business Design Centre from 2-4 December. What sets this event apart is its unmatched audience: C-level executives from the biggest mining companies worldwide, over 40 government ministers, leading mining technology providers, and more. Dig Deep The Mining Podcast is proud to partner with Resourcing Tomorrow so to register, go to https://hubs.ly/Q03JvH2K0 and use DIGDEEP10 for 10% off your pass. KEY TAKEAWAYS When recruiting new directors, boards assess the skills and expertise needed, aiming for a diverse range of backgrounds and independent perspectives. This process often involves using search firms to identify a broad spectrum of candidates. Companies benefit from having a workforce that reflects a wide range of perspectives, which can lead to better performance and results. Directors must be willing to speak up and hold management accountable to minimise risks and protect shareholder interests. BEST MOMENTS "The primary role of boards is to think long-term and to help the management team think that way." "A diverse and inclusive workplace is one where people are more productive and want to contribute their very best." "If everyone is a golfing buddy of the CEO, they may be less willing to challenge." "You need to know why you want to be on a board. Not everybody is suited for it or wants to do it." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org GUEST SOCIALS https://www.linkedin.com/in/elaine-dorward-king/ CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
In this KE Report Company Update, Alistair Waddell, President & CEO of Inflection Resources (CSE:AUCU - OTCQB:AUCUF), discusses the company's new Endurance Projects in Australia's Northern Territory, a major step forward in its copper-gold exploration strategy. Key Discussion Highlights: Endurance Projects Acquisition: Acquired from Newmont in June, covering 12 exploration licenses with 16 IOCG targets first outlined by Newcrest. World-Class Potential: Targets comparable to Olympic Dam and Ernest Henry, large-scale copper-gold systems with strong magnetic signatures. Next Steps: Land and community agreements underway; air core drilling planned for Q2 2026 to test priority targets. Strategic Optionality: Open to partnering with major miners while advancing work independently. Broader Portfolio: Ongoing AngloGold Ashanti JV drilling in New South Wales. If you have any follow up questions for Alistair please email us at Fleck@kereport.com and Shad@kereport.com. Click here to visit the Inflection Resources website to learn more about the Company ---------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Stijn Schmitz welcomes John Feneck to the show. John Feneck is CEO Feneck Consulting Group. The podcast discussion centers on gold markets, investment strategies, and critical mineral opportunities. Feneck provides insights into the current gold market, noting that while there have been recent price fluctuations, major banks like Goldman Sachs, Bank of America, and HSBC are bullish, with price targets ranging from $4,900 to $5,000 for the next year. Discussing gold miners, Feneck highlights that the GDX ETF has broken out to new all-time highs, with producers like Newmont seeing significant growth. He believes junior miners still represent substantial value, with the GDXJ ETF trading well below its 2011-2012 peak. His investment approach combines value investing with technical analysis, focusing on a diversified portfolio of 60-70 stocks to manage risk. Feneck is particularly enthusiastic about critical minerals, especially tungsten and antimony, driven by geopolitical tensions and supply chain concerns. He sees significant opportunity in companies like Guardian Metals and Triumph Gold, which have strategic positions in these critical minerals. His investment philosophy emphasizes understanding company management, project fundamentals, and potential near-term catalysts. The conversation also touched on the challenges of mineral exploration and development, particularly in the United States, where permitting processes can take years. Feneck believes there's growing political momentum to accelerate critical mineral development, with initiatives like Trump's executive orders aimed at reducing dependence on Chinese mineral supplies. Through his consulting group, Feneck offers investment research services, including real-time updates, CEO interviews, and portfolio insights. He emphasizes the importance of active management, conducting extensive research, and maintaining flexibility in investment approach. His track record includes impressive returns, with his current portfolio up 118% for the year, demonstrating the potential of strategic investing in the mining and metals sector.
Die ganze Analyse zu Inditex gibt's unter oaws.de. Genau wie viele andere Deep-Dives zu einzelnen Aktien, Investments und Branchen. Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Schwache Inflation = höhere US-Märkte. Grindr wird gekauft. US-Regierung pusht Rechenzentren und KI. Ford mit Rekord-Umsatz. P&G-Kunden sparen. Deckers warnt. Newmont fällt trotz Gold-Rallye. AMD gewinnt durch IBM und Intel. Ein Wettbetrug-Skandal hat die NBA getroffen. Was sagen die Sportwetten-Aktien Flutter (WKN: A14RX5) und DraftKings (WKN: A3DL31) und wie geht's denen sonst? Inditex (WKN: A11873) hat durch Zara, Bershka und Co. doppelt so hohe Margen wie H&M und andere Modehändler. Aber wie schaffen sie das? Und kann Inditex noch wachsen? Diesen Podcast vom 27.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Peter Schiff examines gold and silver market volatility, critiques the Fed's misguided policies, and discusses the implications of Trump's influence on the economy.This episode is sponsored by Policygenius. Head to https://policygenius.com/gold to compare free life insurance quotes from top companies and see how much you could save.In this episode of The Peter Schiff Show, Peter Schiff delves into the ongoing volatility in the gold and silver markets, analyzing recent corrections and investor sentiment. He discusses the implications of economic indicators and Federal Reserve actions, as well as the contrasting dynamics between Bitcoin and gold. Schiff critiques media portrayals of market trends, emphasizing the persistent skepticism surrounding gold investments. With insights on Newmont's earnings and a critical examination of government spending, Schiff articulates his perspective on the future of precious metals and the broader economic landscape. Listeners can expect a thought-provoking analysis that challenges mainstream narratives and reinforces Schiff's established views on financial prudence and market realities.Chapters:00:00 Introduction and Opening Remarks00:55 Gold and Silver Market Volatility03:40 Gold's Correction and Market Reactions07:47 Investor Sentiment and Media Coverage13:53 Economic Indicators and Federal Reserve Actions20:54 Newmont's Earnings and Market Skepticism27:38 Bitcoin vs. Gold: Market Dynamics29:45 Trump's Ballroom and Crypto Industry Influence34:20 Trump's Ego and the National Debt35:39 Government Shutdowns and Trump's Legacy37:41 Trade Negotiations and Reagan's Legacy41:34 Government Investments and Market Interference48:15 Crypto Collateral and Market Risks55:57 YouTube Shadow Banning and Subscriber Growth01:03:55 Gold and Silver Investment OpportunitiesFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#goldmarket #cryptocurrency #investingstrategiesOur Sponsors:* Check out Aeropress and use my code GOLD for a great deal: https://aeropress.com* Check out Boll & Branch: https://boilandbranch.com/SCHIFF* Check out Boll & Branch: https://boilandbranch.com/SCHIFF* Check out Infinite Epigenetics: https://infiniteepigenetics.com/GOLD* Check out Justin Wine and use my code SCHIFF20 for a great deal: https://www.justinwine.comPrivacy & Opt-Out: https://redcircle.com/privacy
Stijn Schmitz welcomes Brien Lundin to the show. Brien Lundin is Editor of 'The Gold Newsletter.com' & Host of the New Orlean's Investor Conference. Lundin discusses the current gold market, emphasizing that despite recent volatility, the fundamental factors driving the bull market remain strong. He believes the current market is part of a secular bull market with potential for gold prices to reach between $6,000 to $8,000, and potentially even higher in a significant monetary reset scenario. Central bank buying and the ongoing "debasement trade" continue to support gold's upward trajectory. Regarding mining stocks, Lundin argues that miners are still significantly undervalued. He anticipates that upcoming earnings reports will demonstrate the robust economics of gold projects at current prices. He recommends focusing on larger producers like Newmont and Newcrest in the near term, while also highlighting opportunities among developers and exploration companies. Lundin is optimistic about the increasing capital flow into the mining sector, viewing it as a positive development despite concerns about "dumb money". He sees this as part of a broader commodity super cycle affecting multiple metals, with particularly strong potential for base metals and energy metals due to supply constraints and growing demand. On silver, Lundin is bullish, noting the metal's potential for significant price appreciation. He highlights the inelastic supply of silver, with 70% of production being a byproduct of other metal mining, and expects industrial demand to consume all available mine supply in the coming years. The conversation also touched on other commodities like copper, vanadium, and zinc, with Lundin expressing optimism about their long-term potential driven by supply constraints and increasing demand. He emphasized the importance of understanding the sector, spreading risk, and being patient with investments. Lundin concluded by promoting his upcoming New Orleans Investment Conference, describing it as the longest-running investment event in the world, featuring numerous expert speakers across geopolitics, macroeconomics, and metals investing.
Newmont (NEM) has pulled back from recent highs as mining and metals-related companies surged alongside rising gold prices. Kevin Horner examines the technical trends building in NEM pointing to the $82 level as a volume point of control and recent support level for shares. On a 1-year chart, he highlights the $80-$82 zone as confluence of its 50-day moving average and a longer term ledge of support for Newmont.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar, editor of Exploration Insights, about managing a junior mining stock portfolio during a bull market. They discuss strategies for obtaining alpha, the impacts of global supply chain fragmentation, and financing dynamics in the mining sector. Joe shares insights on the advantages and risks of investing in early-stage projects, the critical metals trend, and the influence of artificial intelligence on mining stock due diligence. The conversation delves into financing challenges, jurisdictional risks, major developments with companies like Newmont and Barrick, and the potential of lithium and other critical metals in the market. Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 00:00 Introduction 00:39 Interview with Joe Mazumdar: Market Insights 00:59 Managing Junior Mining Portfolios 04:17 Equity Market Dynamics and Financing 06:21 Risks and Strategies in Junior Mining Investments 12:23 Success Stories and Jurisdictional Risks 16:39 Critical Metals and Government Involvement 27:04 Artificial Intelligence in Mining Stock Analysis 31:07 Conclusion and Final Thoughts Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Newmont (NEM) moved sharply to the downside Friday, but the weakness follows a strong side-by-side rally with gold and silver. As Rick Ducat points out, the company has vastly outperformed the SPX as it tests a bullish pattern. Newmont also saw more bullish activity in its options.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this 75th episode of the Paul Zimnisky Diamond Analytics Podcast, independent mining journalist David McKay joins the show from Johannesburg, South Africa. The conversation begins with Paul recounting a multi-week journey he took through South Africa in 2023 and David sharing his views on the current economic and political state of the nation. Next, the two discuss the surge in gold prices and how this is impacting the gold mining industry. They then analyze the recent news of CEO departures from two of the top three largest gold miners, Newmont and Barrick, and then briefly touch on the platinum market. Finally, the conversation switches to Anglo American's restructuring aim to be more copper focused and the recent news of its merger of equals with Tech Resources. Paul and David finish with a deep dive on the current ongoing sales process of De Beers. Hosted by: Paul Zimnisky Guest: David McKay Guest plug: www.miningmx.com More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products A special thanks to this episode's sponsor A Diamond is Forever. This holiday A Diamond Is Forever is introducing Desert toned Diamonds, more information can be found here: www.adiamondisforever.com Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com. Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.
Recording date: 2nd October 2025Welcome back to Compass, Olive Resource Capital's weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) and Sam Pelaez (President, CEO & CIO). Each week, we cut through the noise in mining and metals, highlighting the most important macro developments and drilling down into the companies shaping our portfolio.In this episode, we unpack a week of pivotal news for both major gold producers and junior explorers. At the very top of the market, Newmont and Barrick—two of the world's largest gold companies—announced leadership changes on the same day. Newmont's move was a planned succession from COO to CEO, signaling stability and continuity as the company enters a new phase of growth. Barrick, however, surprised the market with an interim appointment following the sudden departure of Mark Bristow. This contrast highlights the broader cycle shift from defensive, balance-sheet-focused leadership to growth-oriented CEOs ready to capitalise on a bull gold market.The coincidence of both announcements has reignited speculation about deeper industrial alignment. With Nevada Gold Mines and Pueblo Viejo already jointly operated, strategic synergies are clear. A combined or further integrated entity could also benefit from passive investment flows, with Newmont's S&P 500 inclusion forcing index-tracking funds to increase their exposure. While no deal has been announced, the industrial and financial rationale for closer alignment between Newmont and Barrick is stronger than ever.Beyond the majors, the week delivered extraordinary news from Olive's portfolio companies. Sterling Metals announced a discovery hole at its Soo Copper project in Ontario - 262 metres at 1% copper equivalent—re-rating the stock by more than 200% in a single day. Years of geological groundwork positioned the company for this success, underscoring the importance of disciplined preparation.Prospector Metals delivered another standout intercept: 44 metres at 13 g/t gold with 1.8% copper at its Mike Lake project. Shares surged nearly 280% and have held those gains. As part of the Discovery Group, Prospector demonstrated how systematic geological work and strong stewardship can unlock transformative discoveries.By contrast, Midnight Sun Mining illustrates the risk of overextended valuations. The company reported nearly 40 metres at .5% copper from its Dumbwa target in Zambia, yet shares fell around 20% as the market had already priced in perfection. The case highlights why entry point and expectations matter as much as geological success.The financing environment also shows renewed strength, with over C$100 million raised across juniors in the past week. With seasonal drill programs now underway, investors should expect a steady cadence of results through year-end. Majors may also lean further into M&A, project acceleration, and capital returns as gold prices remain near record highs.
TECH STUFFCalifornia's Gavin Newsom Signs Major AI Safety LawThe Transparency in Frontier Artificial Intelligence Act, or S.B. 53, requires the most advanced A.I. companies to report safety protocols used in building their technologies and forces the companies to report the greatest risks posed by their technologies.The bill also strengthens whistle-blower protections for employees who warn the public about potential dangers the technology poses.Could a chatbot replace your best friend at work?According to a new study from KPMG that surveyed more than 1,000 professionals, almost all (99%) would be open to the idea of an AI chatbot assuming the role of close friend or trusted companion at work.That same study teases out a separate, also compelling thread: 45% of workers reported feelings of loneliness at work.Elon Musk hit by exodus of senior staff over burnout and politicsKey members of Tesla's US sales team, battery and power-train operations, public affairs arm, and its chief information officer have all recently departed, as well as core members of the Optimus robot and AI teams on which Musk has bet the future of the company.CLIMATE STUFFEU Reduces GHG Emissions 37%The EU adopted a Climate Law in 2021, setting into legislation a goal to reach climate neutrality by 2050. In addition to the 2050 goal, the law also set a binding EU climate goal to reduce net GHG by at least 55% by 2030 compared to 1990.More recently, the EU has committed to set a new 2035 GHG emissions reduction goal to reduce greenhouse gas emissions by between 66.25% to 72.5%, and the European Commission has proposed a new target, currently being debated by lawmakers, to reduce emissions by 90% by 2040.The new report indicated strong progress towards the EU's interim climate goal, with GHG emissions falling by 37% since 1990, despite 60% GDP growth over the same period, and with the pace of annual emissions reductions in the EU doubling since 2005.The report cites significant shifts in the energy mix in Europe as a key source of the EU's emission reduction progress, with the share of renewable energy sources doubling since 2005, and almost a quarter of final energy use in 2023 coming from renewable sources, 45% of all electricity used in the EU now generated by renewables, while fossil fuel use, and coal in particular, has declined.Maine wins early victory in climate lawsuit against oil companiesA federal judge has sided with the state of Maine in its effort to force oil and gas companies to pay for the costs of dealing with climate change.Judge Nancy Torresen of the U.S. District Court for the District of Maine on Monday granted the state's motion to transfer its case against 14 fossil fuel companies out of federal court and back to the state court where it was originally filed.She also granted Maine's request to recover costs and fees.Trump's hostile attitude is making investors more favourable to ESGInstead of seeing a continued decline in sentiment towards ESG, there were more favourable signals this year, especially from younger investors and parents. In fact, some said President Donald Trump‘s hostile attitude to ESG has actually made 20% of private investors more positive about funds. Only 8% of investors said they were now less favourable to ESG as a result of Trump's approach.Overall, 53% of respondents said they now take ESG factors into account when investing, up from 48% last year. STAKEHOLDER STUFFStarbucks is offering up to 26 weeks of severance for store managers at closing cafésAccording to the document titled "Severance Summary," shift managers are eligible to receive 120 hours of their hourly pay.Assistant store managers will get "240 hours + 40 hours for each year of completed service (up to combined total weeks of 1,040 hours)," the document states.Coffeehouse leaders will receive at least six weeks of pay, plus additional amounts based on job level and years working for the company. For example, overtime exempt coffeehouse leaders will get eight weeks' base severance, plus one week for every completed year of service, up to a maximum of 26 weeks.GOVERNANCE STUFFHow good is this at telling the CEO Pay story? Ranked: The Hourly Wage of Retail CEOsStarbucks Brian Niccol $95,801,676|$46,058; Walmart Doug McMillon $27,408,854|$13,177; Gap Richard Dickson $9,340; Chipotle Mexican Grill Scott Boatwright $9,201; McDonald's Christopher Kempczinski $8,748How good was Business Pants at predicting this? White Men Make a Comeback in America's BoardroomsSome 55% of the more than 440 new directors appointed to S&P 500 boards through Sept. 24 of this year were White men, ISS-Corporate found.Women won about a third of board seats, down from a peak of 44% of new seats in 2022.Non-White directors made up 20% of board hires, down from 44% in 2021.Emphasis on appointing CEOs.Defense Secretary Pete Hegseth outlined new rules for the “highest male standard” for fitness in combat roles: “If that means no women qualify for some combat jobs, so be it.”Qantas cutting CEO pay signals new era of cyber accountabilityIn early September, the board of Australia-based Qantas Airways voted to penalize CEO Vanessa Hudson and other top executives for a June 30 cyber incident that exposed the personally identifiable information of nearly 6 million passengers, deducting A$800,000 (US$522,000) from their bonuses.The last time it became publicly known that a board withheld compensation from a CEO for a cybersecurity breach was in 2017, when Yahoo's board denied CEO Marissa Mayer her $2 million bonus over the mishandling of multiple breaches that exposed the personal information of more than 1 billion users.Qantas tightens reputation metrics after increasing CEO salaryAbout 20 per cent of Hudson's long-term bonus between 2026 and 2028 will be based on Qantas' reputation, which is measured externally by market research firm The RepTrak Company on a scale between 0 and 100.SPEED ROUND STUFFGold miner Newmont names Natascha Viljoen its first female CEO Why Lyft CEO David Risher still drives customers once a monthCostco CFO promises the hot dog and drink combo will never cost more than $1.50How good is the headline?: 58 million pounds of corn dogs and sausages may contain something you really don't want to eatA United flight from Paris to DC had to U-turn to avoid flying across the Atlantic without enough working bathrooms
We have management changes at both Barrick and Newmont this morning. Sterling Metals make a new discovery in Ontario. Golden Cross Resources published new drill results from Reedy Creek. Q2 Metals share latest from Cisco. Newcore Gold have new cash from warrant exercise. Rio2 takes a stake in Royal Road. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
Interview with Gerald Panneton, Executive Chairman of Gold Terra Resource Corp.Our previous interview: https://www.cruxinvestor.com/posts/gold-terra-resource-tsxvygt-leveraging-rising-gold-prices-with-high-grade-yellowknife-project-6315Recording date: 25th September 2025Gold Terra Resources Corporation (TSXV:YGT) is advancing its Yellowknife gold project in Canada's Northwest Territories, capitalizing on dramatically improved economics driven by gold's rise to $3,750 per ounce. Executive Chairman Gerald Panneton sees significant opportunity to revitalize the historically productive mining district, which was shuttered in 2003 when gold traded at just $340 per ounce.The company has outlined 1.8 million ounces of combined indicated and inferred resources, with a strategic focus on 540,000 near-surface ounces in the Yellorex zone that can be accessed via ramp development within 3-4 years. This approach prioritizes cash flow generation over the more capital-intensive deep underground mining that characterized the original operation.Gold Terra's competitive advantage centers on the Con Mine, a cornerstone asset featuring existing mining lease and surface rights that could reduce permitting timelines from the typical 10-15 years for greenfield projects to approximately one year. "The biggest advantage Gold Terra has with the Con mine as a cornerstone property is that [they have] the mining lease and the surface rights," Panneton explained.Third-party validation came through OR Royalties' $2 million investment to increase their NSR royalty from 1% to 2%, with an option for additional investment to reach 3%. The endorsement followed an in-depth technical review, providing external confirmation of the project's potential.Current gold prices have transformed project economics, enabling potential cutoff grade reductions that could expand the Yellorex zone from 540,000 to 700,000 ounces. Management targets completing a resource update and preliminary economic assessment within 6-12 months, aiming to finalize the Newmont acquisition by 2026.With $3 million in treasury and improved market conditions, Gold Terra enters a critical development phase positioned to leverage both existing infrastructure advantages and gold's structural bull market through disciplined, phased development focused on near-term production potential.View Gold Terra's company profile: https://www.cruxinvestor.com/companies/gold-terra-resource-corpSign up for Crux Investor: https://cruxinvestor.com
Interview with Dustin Perry, CEO of Kingfisher Metals Our previous interview: https://www.cruxinvestor.com/posts/gold-navigating-the-investment-opportunities-and-understanding-the-risks-5527Recording date: 24th September 2025Kingfisher Metals has positioned itself as a dominant force in British Columbia's Golden Triangle, assembling the largest contiguous land package among junior explorers at 850 square kilometers. Under CEO Dustin Perry's leadership, the company operates in Canada's most prolific copper-gold region, home to the highest-grade gold mine at Brucejack and the world's largest undeveloped gold deposit at KSM.Recent exploration success validates the company's systematic approach. The 2025 program delivered 234 meters grading 1% copper equivalent and identified a new porphyry system at Hank target. Perry describes this discovery as having "all the early stage indications that we're on to a very large deposit." The breakthrough resulted from methodical target generation by a team with proven experience at KSM, Red Chris, and the successful GT Gold project.Strategic advantages differentiate Kingfisher from regional competitors. Properties sit just 12 kilometers from highway infrastructure with favorable topography, lower elevation, and reduced environmental complications. Perry notes the location benefits: "You don't need to find something that good to make it very economical where we are given the location." The company avoids salmon river conflicts that plague other regional projects while maintaining proximity to power infrastructure.Financial backing strengthens the exploration runway through a $11 million financing completed in May 2025. Ashwath Mehra, founding partner of Glencore and former GT Gold executive chairman, leads the advisory board while institutional investors provide patient capital for multi-year programs.The investment thesis centers on statistical probability across extensive prospective terrain surrounded by major operators Teck, Anglo American, and Newmont. Recent $750 million commitments to adjacent Galore Creek and Schaft Creek projects, located further from infrastructure, create acquisition potential for infrastructure-advantaged discoveries. Perry's long-term vision follows the GT Gold model, targeting systematic exploration leading to discovery and ultimate major company acquisition within three years.Learn more: https://www.cruxinvestor.com/companies/kingfisher-metalsSign up for Crux Investor: https://cruxinvestor.com
Gold and Silver continue to move higher. ATEX Resources has published results for the updated mineral resource estimate for the Valeriano project in the Atacama Region of Chile. Kingfisher Metals say they are on to a new porphyry at HWY 37. NexMetals Mining published assay results from two additional holes. Big new is US Antimony production. Aura Minerals announced commercial production at the Borborema Mine. Newmont's Ahafo North mine pours first gold. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
Interview with Andrew Cox, President & CEO of Rio2 Ltd.Our previous interview: https://www.cruxinvestor.com/posts/from-mega-mines-to-lean-machines-rio2-ltd-vista-golds-blueprint-for-fast-track-gold-production-7298Recording date: 10th September 2025Rio2 Limited presents a compelling investment opportunity as one of the few genuine new gold producers emerging in a market increasingly characterized by consolidation rather than organic growth. The company's Fenix Gold project in Chile is approaching first production in January 2026, positioned to capitalize on record-high gold prices exceeding $3,600 per ounce—more than double the $1,800 assumptions used in the original feasibility study.The project demonstrates exceptional execution discipline under CEO Andrew Cox's leadership, maintaining its production timeline while operating slightly under budget. Construction has progressed systematically with completed earthworks across 12 hectares of leach pads and process solution ponds, while mineral movement to the pad has already commenced. The company's $50 million funding arrangement with Wheaton Precious Metals eliminates typical development-stage financing uncertainties, providing clear visibility to cash flow generation.The management team's 11-year partnership and proven track record of building two previous operations with the same contractor relationships significantly reduces execution risk. This experience is evident in their methodical construction sequencing, targeting solution circulation by November and gold room completion by late December 2025.Fenix Gold targets 20,000 tons per day processing capacity, achievable by August-September 2026 through heap leach technology. The 90-day leach cycle provides relatively rapid cash flow generation, with approximately 50% of gold recovery occurring within the first 30-40 days of production. This operational profile, combined with current gold pricing, creates substantial cash generation potential from the project's 5 million ounce resource base.The most significant value driver lies in the project's expansion potential. Rio2 is advancing partnerships with two desalination providers in Copiapó to secure water supply for expanded operations. The proposed 160-kilometer pipeline infrastructure, requiring approximately $350 million in capital, would enable production of 300,000 ounces annually for 10 years—creating an estimated $3 billion in additional value.This expansion case transforms Rio2 from a mid-tier producer into a significant gold operation, supported by substantial inferred resources requiring conversion and exploration upside in boundary areas and depth extensions.Rio2's emergence occurs during unprecedented industry consolidation, where major producers like Newmont, Barrick, and Kinross pursue growth through acquisitions rather than organic development. This environment creates strategic optionality for Rio2, whether through independent expansion or potential acquisition by larger producers seeking established operations with growth potential.The company's single-asset concentration, while presenting risk, also provides focused execution and clear value catalysts. Management actively evaluates acquisition opportunities to diversify the asset base while maintaining commitment to the Fenix expansion.Rio2 offers investors a unique combination of near-term production certainty and transformational expansion potential. The company's disciplined execution, experienced management, and strategic timing during favorable gold market conditions create multiple pathways for value creation. With production approaching and expansion studies advancing, Rio2 represents both income generation and significant growth optionality in a proven geological setting during an optimal market environment for gold producers.View Rio2 company profile: https://www.cruxinvestor.com/companies/rio2-limitedSign up for Crux Investor: https://cruxinvestor.com
Why Gold Market's At A Critical Turning Point The latest CPI report is out, and there's also news out of the mining sector after a significant decision by senior gold producer Newmont. So to get an overview of what's going on in the precious metals markets today, log in to watch this morning's markets and metals! - To find out more about the latest progress from Dolly Varden Silver go to: https://dollyvardensilver.com/news/ - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week's court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon. Investment Committee Disclosures
Gold Miners Try To Capture What Executive Calls 'Once In 50 Year Opportunity' Anytime a market starts moving, things change. And that appears to be the case in the gold mining industry, where in the midst of the rally, Newmont is announcing some significant changes which have the potential to affect the industry. To find out more, click to watch the video now! - To find out more about Dolly Varden Silver go to: https://dollyvardensilver.com - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Dolly Varden Silver and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-dolly-varden-2025/Subscribe to Arcadia Economics on Soundwise
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