In this episode, Trevor welcomes Justin Hayek of Ventum Financial to analyze the current bull market in the mining sector, which has seen a significant run over the last year. They discuss how the "easy money" has been made and how capital is now flowing downstream into development and junior exploration companies. Hayek highlights the massive influx of institutional capital seen in recent oversubscribed financings and describes the current M&A environment as intelligent and healthy. Finally, the conversation looks ahead to where value can still be found, focusing on critical minerals and takeover candidates, while pondering if this bull market could have a multi-year run similar to the 2002-2007 cycle.
Sierra Madre Gold and Silver says that underground development has started at the Nazareno silver and gold mine within the La Guitarra silver-gold complex in Estado de Mexico, Mexico. New drill results are out from AbraSilver. Gold Hart Copper to begin drilling in October. Cornish Metals published its PEA for South Crofty. NGEx announce a C$100M financing. Cartier Resources begin the met testing phase for Cadillac.
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.com
Vizsla 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
Jared Dillian of The Daily Dirtnap joined us today for a discussion on the gold market and its continued move higher. Jared shares some thoughts on silver as it approached historic resistance at $50 an ounce. Could that trigger the much needed pullback throughout the precious metals market?
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Host Trevor Hall welcomes Jason Kosec, who has been busy orchestrating two major gold mining deals. They begin by discussing Kosec's role as non-executive chairman at Minera Alamos and its acquisition of the Pan Mine, which is now poised to become a new gold producer. The conversation then shifts to the headline-making, billion-dollar deal for the historic Hemlo Gold Mine, which was sold to Carcetti Capital. Jason outlines his team's vision for revitalizing the asset, explaining how they can increase production by leveraging underutilized hoisting and mill capacity. Finally, Kosec addresses critics who suggest the deal signals a market top, defending the valuation by highlighting the mine's low costs, long life, and the high price of building a similar operation today.
Neil Ringdahl, a prominent voice in the mining investment community, provides a wide-ranging discussion on market dynamics. They begin with a deep dive into the recent $1B sale of the Hemlo gold mine, analyzing whether the valuation is sustainable and what it signals about the current gold market. Neil offers his engineer's perspective on how soaring metal prices impact operations, often causing costs to rise alongside profits as companies capitalize on the boom. The conversation then shifts to the tight copper market, focusing on the significant supply disruptions caused by the disaster at the Grasberg mine and issues at other major operations. Finally, Neil shares his personal investment strategy, explaining why he favors established, cash-flowing mining companies over speculative exploration plays
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.com
Vizsla 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
On this episode of Mining Stock Daily, Paulo Macro returns for a wide-ranging discussion on today's turbulent economic landscape. Paulo unpacks the core narrative driving gold, explaining its rise as a reaction to currency debasement and a broader crisis of confidence in public institutions. He draws compelling parallels between the current speculative fervor and historical periods like the lead-up to the 1929 crash, noting that financial knowledge seems cyclical as each generation relearns the same lessons. The conversation also delves into specific commodities, highlighting how major supply disruptions in copper and uranium are being largely ignored by generalist investors. They analyze the strategic implications and potential dangers of the U.S. government taking equity positions in private resource companies. While expressing acute concern for risk in the near term, Paulo explains why the underlying bull market for real assets remains philosophically intact.
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.com
Vizsla 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
This week, Kingfisher Metals published news that it has identified a new porphyry copper system below the Hank epithermal gold-silver system at the HWY-37 project. CEO Dustin Perry discusses the findings from the core as assays remain pending at this time.
Joaquin Marias, CEO of Argenta Silver, provides his corporate commentary on the new drill results out this week from the El Quevar Project in the Salta Province of Argentina. Step-out drilling returned 545 g/t Ag over 43.2. The company also tested the new Atenea target to the north and found promising results.
There are new drill results out of British Columbia from both Scottie Resources and American Eagle Gold. Canada Nickel published new drill results from its Midlothian Property. NGEx shared their 2025 exploration strategy. Gunnison Copper sold its first copper cathode.
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.com
Vizsla 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
Hedgefund Telemtry's Thomas Thornton joined MSD today for some general market commentary. Tommy discuss the gold move and how he's seeing the charts today as the market provides a little bit of a pullback.
Cartier Resources announced the first batch of results from Contact Sector and more precisely, the North Contact Zone (NCZ), from the fully funded 100,000-m drilling program at the Cadillac Project in the Abitibi of Quebec. CEO Philippe Cloutier provides his commentary on the results and shines some insights into how the new data is being implemented in its AI application for further targeting.
We connect with Mike Konnert of Vizsla Silver to discuss the latest financing package from Macquarie Bank for a senior secured project finance facility of up to US$220 million to fund the construction and development of the high-grade underground Panuco silver-gold project in Sinaloa, Mexico. We discuss the timing of this as the company continues its test mining work at site. Mike also shares insights into the work happening for the upcoming PFS later this year.
Ben Pullinger of ATEX Resources joined MSD to discuss the updated mineral resource estimate for the Valeriano Project in Chile, which now includes the mineralization from the latest addition of the B2B Zone. The company also announced a new surface rights agreement surrounding the project. Ben talks about the importance of this agreement and what it means for the continued development.
District Metals reported their results from its airborne MobileMT survey at the Viken Energy metals Property in Sweden. We have new drill results out from Great Pacific Gold, Fireweed Metals, Snowline Gold, Omai Gold Mines, and Dakota 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.com
Vizsla 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
Today on Mining Stock Daily, we welcome back Ryan King from Equinox Gold to celebrate a major milestone: the first gold pour at the new Valentine Gold Mine. The discussion covers the successful ramp-up at Valentine, which is progressing well, and the ongoing optimization efforts at the Greenstone mine. Ryan also addresses Equinox's strategic focus on deleveraging its balance sheet, which may include further asset sales following the recent divestiture of the Pan mine in Nevada.
Matt Filgate, CEO of GreenLight Metals, joins the podcast for his editorial comments on the team's first results of the Bend VMS project in Wisconsin. The assays returned over 12m of 4.15% CuEq in hole 3. This was the first results from Bend in many years. Matt talks about the other holes which are pending assays and more of the strategy for Bend, including a very interesting critical metal found within the mineralization.
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.com
Vizsla 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
Greg McCunn of Great Pacific Gold returns for a corporate update into the latest drill results from the Wild Dog Project in Papua new Guinea. The company recently published new results from Hole 8 which grabbed the market's attention. Holes 9 and 10 are awaiting results at the moment. Greg also comments on the drill program expansion with the ongoing success.
Join Trevor Hall and Rob Sinn (aka CEOTechnician) as they delve into the current state of the gold and silver markets, exploring the dynamics of bull markets, investment psychology, and the opportunities within the mining sector. With gold reaching new highs and silver following suit, they discuss the importance of maintaining investment standards and the potential for future market shifts.
