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47 Royalties. Zero Operating Risk. Summit Royalties offers exposure to mining revenue—without running a single mine. Here’s the model: • Earn a % of revenue from producing assets • No capex. No operating costs • Contracts tied to assets—lasting the life of the mine The portfolio: • 47 royalty... show more

BTV & CEO Clips

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Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

Critical Minerals Exposure—Without Operating the Mine Evolve Royalties is building a next-generation royalty business focused on the metals powering electrification and digital infrastructure. Here’s what stands out: • Exposure to copper, base metals & critical minerals • Royalty model designed for lower operational risk • Participation in long-term mine revenues • Positioned for demand tied to AI, electrification & energy infrastructure The strategy is simple: finance the projects shaping the future—without the cost burden of operating them. Less volatility. Long-term commodity exposure. Built for the next industrial cycle. Learn more:

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Banks are no longer asking whether to engage with digital assets. The question now is what it takes to run them inside the bank, across payments, treasury, compliance, risk, and client flows, not as a pilot, but as production infrastructure. Our latest Circle Current discussion explores what that operating model looks like:

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Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

Silver is still strong. But will it stay at these levels long term? Will silver go higher? If owning silver bars is not your thing, the other way to play this is by owning silver mining stock. But the issue is that 75% of silver comes as a biproduct of copper, lead or zinc mining. Only 1% to 2% of their revenue comes from silver. So those types of mining companies don't care about the price of silver. There are very few mining companies that are primary silver producers, which is more than 50% of revenue from silver. The next thing to consider is, which companies can still expand their production? Which ones have really high grade ore? I only own two silver mining stocks. One of them is Aya Gold & Silver. US ticker is AYASF and the Canada ticker is AYA . to. I have owned it for several years. They are producing silver at their mine Zgounder in Morocco. They have a second project, called Boumadine, that will open in the future. They were already making great profits at Zgounder when silver was only $30 per oz. Their profits at $75 per oz are insane. The markets are not valuing the silver mining stocks at $75 per oz yet. Aya can mine silver at $19 per ounce and be breakeven. Their margin at $75 silver is currently $56 per ounce. That means Aya has an estimated annual operating cash flow of $336 million (at $75 silver). That is only for their Zgounder mine which is already operating. Their Boumadine mine is going to be 5x larger. If you believe in silver long term and don't want to own the physical metal, my top silver mine stock in my portfolio is Aya Gold & Silver. Canada company with it's HQ in Montreal. US Ticker: AYASF Canada Ticker: AYA. TO

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. Contango Silver And Gold: Building a Mid-Tier Powerhouse | As seen on BTV - Business Television In a move designed to instantly scale production and unlock multi-metal upside, Contango ORE and Dolly Varden Silver are combining to create Contango Silver & Gold — a billion-dollar U.S. company built for growth. With more than 3 million ounces of gold, 100 million ounces of silver, over $100 million in cash, and more than $100 million in annual free cash flow, the merged company is positioning itself as a fast-tracked mid-tier producer. Backed by seasoned operators, strong institutional investors, and supportive mining jurisdictions in Alaska and British Columbia, the new Contango Silver & Gold aims to accelerate development while expanding exploration across four highly prospective districts. What’s next? • Targeting 200,000 ounces of gold production within five years • Building toward 4–6 million ounces of annual silver production • Leveraging strong cash flow from Manh Choh operations • Advancing exploration across Alaska & B.C. • Driving scale, liquidity, and long-term shareholder value With gold at record levels and silver hitting new highs, the combined company is structured to capture upside from both metals — backed by cash flow and an experienced execution team. Learn more:

. Contango Silver And Gold: Building a Mid-Tier Powerhouse | As seen on BTV - Business Television In a move designed to instantly scale production and unlock multi-metal upside, Contango ORE and Dolly Varden Silver are combining to create Contango Silver & Gold — a billion-dollar U.S. company built for growth. With more than 3 million ounces of gold, 100 million ounces of silver, over $100 million in cash, and more than $100 million in annual free cash flow, the merged company is positioning itself as a fast-tracked mid-tier producer. Backed by seasoned operators, strong institutional investors, and supportive mining jurisdictions in Alaska and British Columbia, the new Contango Silver & Gold aims to accelerate development while expanding exploration across four highly prospective districts. What’s next? • Targeting 200,000 ounces of gold production within five years • Building toward 4–6 million ounces of annual silver production • Leveraging strong cash flow from Manh Choh operations • Advancing exploration across Alaska & B.C. • Driving scale, liquidity, and long-term shareholder value With gold at record levels and silver hitting new highs, the combined company is structured to capture upside from both metals — backed by cash flow and an experienced execution team. Learn more:

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GUANAJUATO SILVER CEO: "WE ARE MEXICO'S FASTEST GROWING SILVER MINER" $GSVR.V 🎙️ CEO James Anderson provides a major update following the closed acquisition of the Bolanitos mine. Here are the key takeaways. DEAL CLOSED: BOLANITOS IS MINE #5 ➡️ Transaction value: Up to US$50M ($30M cash, $10M shares, $10M contingent). 💰 Bolanitos produced 1.8M AgEq oz in 2024 and will likely be GSVR's largest producer in 2026. 🤝 A win-win with Endeavour Silver, who remains a supportive shareholder and partner. STRATEGIC SYNERGY: HUB-&-SPOKE MODEL OPTIMIZED ✅ GSVR now has three processing plants in the Guanajuato district. 🔧 The intermediate "Cata" plant is now on care & maintenance. ⚡ This allows the other two plants (El Cubo & Bolanitos) to run at >85% utilization, driving down costs and improving profitability. PRECIOUS METALS PURITY: A CLEAR DIFFERENTIATOR ✅ Post-acquisition, 95% of revenue will come from gold & silver (~55/45 split). 🛡️ "We are very much a precious metals company... not a base metal company in disguise." 📈 This offers pure leverage to the current gold & silver price environment. GROWTH CATALYSTS: BEYOND THE 5 PRODUCING MINES ➡️ Exploration: A record 44,000 meters of drilling budgeted for 2024. 🔍 Development: Past-producing assets like Pingüico, El Horcón, and the newly acquired San Sebastián Sabina mine offer future pipeline. 🚀 Consolidation: The goal is to unify the historic Guanajuato Silver District. "We’ve built a platform for building an important mining operation." THE BOTTOM LINE Guanajuato Silver is executing a clear strategy: consolidate a historic district, optimize operations for margin expansion, and grow pure precious metals production. With the transformative Bolanitos deal closed, 2026 is set for material production growth and significant news flow. $GSVR.V is part of my current portfolio (DYODD)👇 #GuanajuatoSilver #GSVR #Silver #Gold #Mining #MiningStocks #PreciousMetals #Acquisition #Growth #Investing $GSVR.V

GUANAJUATO SILVER CEO: "WE ARE MEXICO'S FASTEST GROWING SILVER MINER" $GSVR.V 🎙️ CEO James Anderson provides a major update following the closed acquisition of the Bolanitos mine. Here are the key takeaways. DEAL CLOSED: BOLANITOS IS MINE #5 ➡️ Transaction value: Up to US$50M ($30M cash, $10M shares, $10M contingent). 💰 Bolanitos produced 1.8M AgEq oz in 2024 and will likely be GSVR's largest producer in 2026. 🤝 A win-win with Endeavour Silver, who remains a supportive shareholder and partner. STRATEGIC SYNERGY: HUB-&-SPOKE MODEL OPTIMIZED ✅ GSVR now has three processing plants in the Guanajuato district. 🔧 The intermediate "Cata" plant is now on care & maintenance. ⚡ This allows the other two plants (El Cubo & Bolanitos) to run at >85% utilization, driving down costs and improving profitability. PRECIOUS METALS PURITY: A CLEAR DIFFERENTIATOR ✅ Post-acquisition, 95% of revenue will come from gold & silver (~55/45 split). 🛡️ "We are very much a precious metals company... not a base metal company in disguise." 📈 This offers pure leverage to the current gold & silver price environment. GROWTH CATALYSTS: BEYOND THE 5 PRODUCING MINES ➡️ Exploration: A record 44,000 meters of drilling budgeted for 2024. 🔍 Development: Past-producing assets like Pingüico, El Horcón, and the newly acquired San Sebastián Sabina mine offer future pipeline. 🚀 Consolidation: The goal is to unify the historic Guanajuato Silver District. "We’ve built a platform for building an important mining operation." THE BOTTOM LINE Guanajuato Silver is executing a clear strategy: consolidate a historic district, optimize operations for margin expansion, and grow pure precious metals production. With the transformative Bolanitos deal closed, 2026 is set for material production growth and significant news flow. $GSVR.V is part of my current portfolio (DYODD)👇 #GuanajuatoSilver #GSVR #Silver #Gold #Mining #MiningStocks #PreciousMetals #Acquisition #Growth #Investing $GSVR.V

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"we bring the same principles of the equity world to digital assets" Native assets of public permissionless decentralized networks are commodities, not equities. They exclude Bitcoin while keeping ETH/Solana? Do they not know that PoS and PoW are very similar in the principles they are trying to measure? The index composition makes no sense and imo is the scary truth, that institutions in this space struggle hard to 1) understand it 2) how to value it. Protocol revenue here is literally the friction between users and forced stakeholders like miners and validators. The more revenue a protocol earns the more it took away from users to use a network. It's bizarre how this makes sense for an open protocol, it makes absolutely sense for a business and thus equities. The XRP Ledger says, hey its super cheap to make forward progress if just agree on it, no friction no revenue. We are so ahead in our understanding of this space it's not even remotely funny.

"we bring the same principles of the equity world to digital assets" Native assets of public permissionless decentralized networks are commodities, not equities. They exclude Bitcoin while keeping ETH/Solana? Do they not know that PoS and PoW are very similar in the principles they are trying to measure? The index composition makes no sense and imo is the scary truth, that institutions in this space struggle hard to 1) understand it 2) how to value it. Protocol revenue here is literally the friction between users and forced stakeholders like miners and validators. The more revenue a protocol earns the more it took away from users to use a network. It's bizarre how this makes sense for an open protocol, it makes absolutely sense for a business and thus equities. The XRP Ledger says, hey its super cheap to make forward progress if just agree on it, no friction no revenue. We are so ahead in our understanding of this space it's not even remotely funny.

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Catherine Fitts: "There's been a huge effort to encourage retail to go into crypto...because they're trying to prototype... programmable money... [and] keep people away from the real assets... the game of growing the debt is over...[now] we're all [scrambling for] real assets" This clip of Fitts, an investment banker, former Assistant Secretary of HUD, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on October 18, 2025. ----------------Partial transcription of clip--------------- "There's been a huge effort to encourage retail to go into crypto, partly because they're trying to prototype the programmable money and make it attractive and profitable for people to go into programmable money. So part of it was that, but they wanted to keep people away from the real assets. "If you are the big equity holders and, managers and the central banks, you want to buy gold and you want to buy land without interference from, you know, retail buyers. So if you can get the retail investors going off and buying, you know, helping you prototype your programmable money, then they're not competing with you to buy the land and to buy the real estate. "The more you can suck them over into helping build your control grid and away from getting control of the real assets, which you, you know, now that you've printed so much money, you want to get control of the real assets. That's what they've been doing. "We've been issuing more and more paper, more and more debt, more and more derivatives, more and more financial assets, but that doesn't mean we're making that. You know, the acceleration of paper, is greater than the creation of new real assets. So we are creating new real assets because we're creating new businesses, new technology, but you're creating far more financial assets. "It's very interesting. The German finance minister at the meeting in Shanghai in 2018 said, very astute comment. He said, the debt growth model is over. There are no reforms now that are not real reforms. And what he meant by that is the game of growing the debt is over. And now, like in the game of musical chairs, we're all going to scramble to get control of the real assets. "Of course, that's when all the enormous profits started attracting people into distributive ledger programmable money, because you're trying to suck them out of the real assets over here to create your control grid while you jump in and get control of the real assets."

Catherine Fitts: "There's been a huge effort to encourage retail to go into crypto...because they're trying to prototype... programmable money... [and] keep people away from the real assets... the game of growing the debt is over...[now] we're all [scrambling for] real assets" This clip of Fitts, an investment banker, former Assistant Secretary of HUD, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on October 18, 2025. ----------------Partial transcription of clip--------------- "There's been a huge effort to encourage retail to go into crypto, partly because they're trying to prototype the programmable money and make it attractive and profitable for people to go into programmable money. So part of it was that, but they wanted to keep people away from the real assets. "If you are the big equity holders and, managers and the central banks, you want to buy gold and you want to buy land without interference from, you know, retail buyers. So if you can get the retail investors going off and buying, you know, helping you prototype your programmable money, then they're not competing with you to buy the land and to buy the real estate. "The more you can suck them over into helping build your control grid and away from getting control of the real assets, which you, you know, now that you've printed so much money, you want to get control of the real assets. That's what they've been doing. "We've been issuing more and more paper, more and more debt, more and more derivatives, more and more financial assets, but that doesn't mean we're making that. You know, the acceleration of paper, is greater than the creation of new real assets. So we are creating new real assets because we're creating new businesses, new technology, but you're creating far more financial assets. "It's very interesting. The German finance minister at the meeting in Shanghai in 2018 said, very astute comment. He said, the debt growth model is over. There are no reforms now that are not real reforms. And what he meant by that is the game of growing the debt is over. And now, like in the game of musical chairs, we're all going to scramble to get control of the real assets. "Of course, that's when all the enormous profits started attracting people into distributive ledger programmable money, because you're trying to suck them out of the real assets over here to create your control grid while you jump in and get control of the real assets."

Sense Receptor

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🚨 $KNDX ! 🚨 The leader of crypto Alex Becker 🍊🏆🥇 Officially kicking off #Altseason 2025. 🫡 The number 1 pick $KNDX It indeed created its own narrative. ✅ Kondux is the first #Web3 platform that uses NVIDIA’s Omniverse, #AI, Blockchain and dynamic #NFTs to manage digital assets across industries. ✅ Its main product, kNFTs, are 3D digital assets that work across Metaverse and Gaming platforms, AR/VR environments and manufacturing applications. ✅ The platform helps users monetize digital assets efficiently and offers a scalable model for new revenue streams. ✅ Kondux is the first Web3 project to integrate with NVIDIA’s Omniverse using #Ethereum smart contracts and holds a Select Status partnership with #NVIDIA, operating under their NDA for development. 👀 ✅ Proud NEO TOKYO citizen! Extremely undervalued. Truly 100x potential. 💯

🚨 $KNDX ! 🚨 The leader of crypto Alex Becker 🍊🏆🥇 Officially kicking off #Altseason 2025. 🫡 The number 1 pick $KNDX It indeed created its own narrative. ✅ Kondux is the first #Web3 platform that uses NVIDIA’s Omniverse, #AI, Blockchain and dynamic #NFTs to manage digital assets across industries. ✅ Its main product, kNFTs, are 3D digital assets that work across Metaverse and Gaming platforms, AR/VR environments and manufacturing applications. ✅ The platform helps users monetize digital assets efficiently and offers a scalable model for new revenue streams. ✅ Kondux is the first Web3 project to integrate with NVIDIA’s Omniverse using #Ethereum smart contracts and holds a Select Status partnership with #NVIDIA, operating under their NDA for development. 👀 ✅ Proud NEO TOKYO citizen! Extremely undervalued. Truly 100x potential. 💯

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Today #CertiK celebrates 5 years 🎂 Since 12/21/18 from a team size of 7 to today with a team size of nearly 300 📈 We've audited over 3700+ projects & protected $360B of assets 🔐 Join us on this journey 👇 and the many more to come as we continue to Secure the #Web3 World!

Today #CertiK celebrates 5 years 🎂 Since 12/21/18 from a team size of 7 to today with a team size of nearly 300 📈 We've audited over 3700+ projects & protected $360B of assets 🔐 Join us on this journey 👇 and the many more to come as we continue to Secure the #Web3 World!

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MARA’s Plans to Expand Internationally, Purchase Energy Assets w/ Adam Swick Welcome back to The Mining Pod! For this week's Bitcoin Stock Show, MARA’s Chief Strategy Officer Adam Swick (Adam Swick) joins to discuss the forward-looking plans CEO Fred Thiel mentioned in MARA’s 2024 earnings call. Specifically, Swick unpacks claims that MARA wants to offshore 50% of its operations by 2028 by entering into similar joint-ventures as its Zero Two partnership in the UAE. Swick also speaks to the company’s goal to own more energy-generating assets in the United States and how it would finance such purchases. Finally, why MARA is so hot on the new ASIC manufacturer, Auradine, and whether or not we should expect MARA to enter the inference field for AI compute. • Mara went from 0% to 70% owned mining assets • Q4 revenue: $214.4M with lower operating costs • Target: 50% of operations outside US by 2028 • Wind farm acquisition extends life of older miners • Auradine partnership delivering quality ASIC miners • Focus on AI inference rather than training models Timestamps: 00:00 Start 03:53 MARA lowering OpEx 06:24 Trend toward owned assets 09:01 Zero cost mining 14:17 Debt financing BTC purchases 19:27 Considering power production 22:01 Foreign mining sites 27:08 Has Africa been sufficiently de-risked? 30:25 Free-er energy markets vs controlled 33:57 Auradine 40:40 AI & HPC

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Type AI Web is HERE! 🌟 After rigorous testing in beta, Type AI Web is officially launching to the public on January 13, 2025! 🗓️ All features over telegram bot, now on a sleek web interface: ⚡️ Analyze your portfolio 📈 View real-time charts 🔄 Swap tokens with ease 🌉 Bridge assets across chains 💸 Invest in trending projects 🔗 Transfer assets securely 🔍 Fetch detailed token insights ✅ Audit your projects 💵 On/Off Ramp with ease and a lot more... 🌐 Expanding Access: Type AI Web opens the doors to a broader audience, empowering everyone to interact seamlessly with crypto ecosystem. 💰 More Revenue Streams: With new advertising spaces, Type AI continues to create value for $TYPE holders while diversifying revenue streams. 🔒 Connect your existing wallet securely on Type AI Web without even sharing your private keys (advantage over telegram bot) #TypeAI #ETH

Type AI

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Today we released our March Quarterly Activities Report, delivering a strong operational quarter and a record production of 232,400 tonnes 🔋 Here are some of the other highlights from the quarter: ✅Average realised pricing up 61% to US$1,867 ✅Revenue up 52% to $567M ✅Unit operating costs down 11% ✅Cash balance of $1.5B at 31 March 2026 Importantly, all three of our core value drivers moved in our favour – volumes up, costs down, pricing stronger 📈 Read more 👉 $PLS #Lithium #QuarterlyResults

Today we released our March Quarterly Activities Report, delivering a strong operational quarter and a record production of 232,400 tonnes 🔋 Here are some of the other highlights from the quarter: ✅Average realised pricing up 61% to US$1,867 ✅Revenue up 52% to $567M ✅Unit operating costs down 11% ✅Cash balance of $1.5B at 31 March 2026 Importantly, all three of our core value drivers moved in our favour – volumes up, costs down, pricing stronger 📈 Read more 👉 $PLS #Lithium #QuarterlyResults

PLS

12,168 Aufrufe • vor 3 Monaten

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

The Junior Mining Trade is Finally On and Here's Why For junior mining investors, 2024 has been a mixed bag of patience and promise. While the price of gold and silver has been skyrocketing to levels unseen in over 20 years, junior mining stocks haven’t kept pace. Many investors who poured money into smallcap exploration companies expecting them to follow gold’s surge are getting restless. But things are finally looking up for this lagging sector, and it’s all about where we’re at in the natural resource cycle. Let’s break down what’s happening and what might be on the horizon. Gold and Silver Are Shining—So Where Are the Juniors? Over the past year, the price of gold has climbed nearly 38%, with silver up a stunning 42.5%. Yet, despite these record-breaking moves, the smaller companies focused on exploration and discovery, the juniors, have barely moved. The S&P TSX Global Mining Index is up a respectable 23%, but the TSX Venture Metals and Mining Index, where most juniors trade, has only eked out a 9% gain. What gives? The answer lies in understanding how large and small mining companies navigate their roles in the precious metals cycle. Large mining firms like Newmont have been basking in higher prices, increasing production, and capitalizing on high margins. But for smaller companies, the real opportunity often comes when large producers start feeling the need to secure future supply. And here in late 2024, that moment is just arriving. The Resource Equation: Why Giants Like Newmont Look to the Smaller Names To understand how the big miners influence juniors, let’s look at Newmont Corporation, the world’s largest gold miner, operating across four continents. Newmont’s primary goal is to produce as much gold as possible at the lowest possible cost. But mining is unlike most industries—every ton of ore that comes out of the ground depletes reserves. Once Newmont extracts an ounce of gold, it’s gone for good. And unless it adds new ounces to its portfolio, production eventually declines, and so does the stock price. For a giant like Newmont, replacing these reserves through new discoveries is costly, risky, and time-consuming. Companies like Newmont prefer to purchase assets that are already developed or nearly so. Recently, Newmont acquired Newcrest in a $28.8 billion deal, marking the largest gold merger to date. Newcrest itself grew through acquisitions, buying up promising mines like Red Chris and Brucejack to shore up its reserves. By buying Newcrest, Newmont added high-quality, low-cost ounces to its portfolio, but the global giant still needs to continually replenish reserves to meet production demands. That’s where the juniors come in. Agnico-Eagle and the Depletion Dilemma Agnico-Eagle, the second largest gold producer, faces similar challenges. After its own string of acquisitions, including a merger with Kirkland Lake Gold and the purchase of Yamana’s assets, Agnico has continued to produce significant volumes of gold. But high production volumes mean reserves are also dwindling fast. Take Agnico’s mines in Mexico, Pinos Altos and La India, which once held nearly 80 million tonnes of gold and silver ore. After a decade of operation, these assets are close to depletion. Agnico has exploration projects, but it’s unclear if they’ll be able to replenish the company’s gold supply at the rate it’s being depleted. For Agnico, acquiring developed assets is a faster solution, but with competition increasing, the company may soon have to look at even smaller players—putting junior mining companies back in the spotlight. The Junior Mining Cycle: Positioned for Growth? As long as gold and silver prices remain high, big mining companies will be on the lookout for acquisitions to secure future production. In fact, the 23% gain in the S&P TSX Global Mining Index and the 45% one-year return on the GDX signal that the metals rally is starting to reach mining stocks. The trend is only beginning to impact juniors, but it’s gaining momentum. Soon, even higher-risk, earlier-stage exploration companies may become prime acquisition targets for larger miners. For juniors, this translates into real opportunity. As big miners get hungrier for reserves, they’ll go further up the risk curve to secure assets, bringing much-needed capital into the space. Exploration companies that prove their resource quality, viability, and production potential may see increased valuations and potentially, acquisition offers. And with investor attention gradually returning to the sector, the right companies could see significant price moves. How to Navigate the Junior Mining Space The challenge, of course, is identifying which juniors have what it takes to make it. As some veteran mining investors will tell you, success often depends less on the project itself and more on the people managing it. I’ve spoken with Rick Rule, Doug Casey, and Frank Giustra over the last year and they all emphasize the importance of strong management teams in mining. A great deposit in the hands of an inexperienced team can lead to wasted resources, while an average deposit managed well can turn into a profitable operation. The Deep Dive has hosted numerous junior mining CEOs who’ve given us insight into their companies, strategies, and outlooks. One example is Silver Tiger Metals, which has been developing a promising silver asset in Sonora, Mexico, close to Agnico’s Pinos Altos. We spoke with their CEO, Glenn Jessome, about how he plans to bring the project to fruition. For investors, hearing directly from these leaders can provide a clearer sense of who knows what they’re doing and who might struggle if challenges arise. 2025: A Big Year Ahead for Junior Mining? The signs are there—2025 could be a pivotal year for junior miners. The macroeconomic backdrop is favorable, with sustained demand for gold and silver likely as inflationary pressures and a strong dollar drive more investors into metals. Meanwhile, big mining firms are looking to juniors to secure their future production, meaning higher acquisition interest and more money flowing into exploration companies. If you’re watching the junior mining space, keep an eye on the fundamentals: Who has strong management? Which projects are positioned in promising jurisdictions? And crucially, who has the financing and expertise to make the most of their assets? Where to Start If you want to follow our efforts, subscribe to The Deep Dive to stay updated on all things junior mining. We’ll continue to feature CEOs and industry experts to bring you insights directly from the companies on the frontlines of this cycle. And if you have questions for our guests, let us know in the comments—chances are they’re reading too.

SmallCapSteve

52,868 Aufrufe • vor 1 Jahr

MOST AI INCOME RESETS TO ZERO EVERY MONTH. This model does not. AI workflow automation for service businesses produces retainers not one-time fees. Every client you add compounds the revenue instead of replacing the last payment. Six to eight clients. $3,000 to $5,000 per month. Built on a tool stack with free tiers sufficient to start without spending a dollar before your first client pays. No audience needed to start. Recurring revenue from day one of your first client. Follow NeilXbt for more AI income intelligence.

MOST AI INCOME RESETS TO ZERO EVERY MONTH. This model does not. AI workflow automation for service businesses produces retainers not one-time fees. Every client you add compounds the revenue instead of replacing the last payment. Six to eight clients. $3,000 to $5,000 per month. Built on a tool stack with free tiers sufficient to start without spending a dollar before your first client pays. No audience needed to start. Recurring revenue from day one of your first client. Follow NeilXbt for more AI income intelligence.

NeilXbt

27,059 Aufrufe • vor 1 Monat

GDN: The $KNDX Solution No more hardware bottlenecks Kondux GDN offers streamlined solutions to the problems users may face these days, such as limited access to state-of-the-art hardware & GPU power. We solve this by offloading heavy computational tasks to GDN while streaming 3D assets in real time to any device, regardless of local device capabilities. This means users can easily perform complex activities like high performance gaming, 3D VFX rendering & digital twin simulations for manufacturing without reliance on local GPU power & hardware. For creators, developers & enterprises, this eliminates massive roadblocks for their creative work flow. Instant collaboration through blockchain security In addition, our smart contracts enables sharing digital assets instant and secure, allowing for easy collaboration across multiple platforms. By utilizing our DNA technology, viewing a 3D asset doesn’t automatically grant ownership, and ensures creators 3D assets are protected from unauthorized use. Our kNFT tech brings life, personality & evolution to digital assets. Part of our mission is facilitating the shift of conversation from only traditional static NFTs, towards dynamic high-fidelity 3D assets with real world utility. Advanced interactivity & immersion in real time for all.

GDN: The $KNDX Solution No more hardware bottlenecks Kondux GDN offers streamlined solutions to the problems users may face these days, such as limited access to state-of-the-art hardware & GPU power. We solve this by offloading heavy computational tasks to GDN while streaming 3D assets in real time to any device, regardless of local device capabilities. This means users can easily perform complex activities like high performance gaming, 3D VFX rendering & digital twin simulations for manufacturing without reliance on local GPU power & hardware. For creators, developers & enterprises, this eliminates massive roadblocks for their creative work flow. Instant collaboration through blockchain security In addition, our smart contracts enables sharing digital assets instant and secure, allowing for easy collaboration across multiple platforms. By utilizing our DNA technology, viewing a 3D asset doesn’t automatically grant ownership, and ensures creators 3D assets are protected from unauthorized use. Our kNFT tech brings life, personality & evolution to digital assets. Part of our mission is facilitating the shift of conversation from only traditional static NFTs, towards dynamic high-fidelity 3D assets with real world utility. Advanced interactivity & immersion in real time for all.

Kondux

50,669 Aufrufe • vor 1 Jahr

GOLD HAS A SUPPLY PROBLEM NOBODY WANTS TO TALK ABOUT Tom Lee just laid out the quiet risk behind gold’s narrative: supply isn’t as fixed as many believe. He pointed to three potential pressure points. There’s vastly more gold underground than above ground. If prices spike high enough, capital will flood into mining and unlock new supply. He also flagged the long-tail risks people ignore -- from asteroid mining to even lab-based production -- all scenarios that challenge gold’s scarcity over the long run. That’s the contrast he’s drawing. Gold’s supply can respond to price. Bitcoin’s can’t. In Lee’s view, that difference becomes more important the higher gold goes -- especially in a world where technology keeps lowering the barriers to finding or producing new supply. Markets may not price that risk today, but it’s worth watching. 👀 📹️: BMNR Bullz

GOLD HAS A SUPPLY PROBLEM NOBODY WANTS TO TALK ABOUT Tom Lee just laid out the quiet risk behind gold’s narrative: supply isn’t as fixed as many believe. He pointed to three potential pressure points. There’s vastly more gold underground than above ground. If prices spike high enough, capital will flood into mining and unlock new supply. He also flagged the long-tail risks people ignore -- from asteroid mining to even lab-based production -- all scenarios that challenge gold’s scarcity over the long run. That’s the contrast he’s drawing. Gold’s supply can respond to price. Bitcoin’s can’t. In Lee’s view, that difference becomes more important the higher gold goes -- especially in a world where technology keeps lowering the barriers to finding or producing new supply. Markets may not price that risk today, but it’s worth watching. 👀 📹️: BMNR Bullz

CryptosRus

15,049 Aufrufe • vor 5 Monaten

This is the post that ties it all together. The Only Income Producing Collectible That Can Buy Every Other Collectible Most investors in collectibles don’t actually own assets. They own expensive inventory with permanent carrying costs. Most collectibles are static. They sit still and wait. Art, sports cards, and memorabilia are stored assets. They live in vaults and require constant insurance, protection, and oversight just to exist. A thirty-million-dollar trading card may be rare, but it is the most expensive nonfunctional real estate on earth. At roughly 1% annual insurance, that single card costs about $300,000 a year just to sit there. Over ten years, that is $3 million spent to stand still. No income. No compounding. No leverage. Just cost. It’s an asset. It’s also a liability. Hold it long enough and the math becomes unavoidable. Decades of insurance just to stand still. Millions spent not to grow, but simply not to lose. Smart investors understand there is a fundamental difference between collectible inventory and operating assets. One waits. The other works. An operating asset doesn’t sit in storage. It operates in public. It compounds. It builds leverage while you sleep. A great operating asset becomes the front door, the brand, and the world headquarters of the business built on it. It doesn’t just represent value, it becomes the center of gravity everything else builds around. There are assets that don’t just hold value, but create it. They generate revenue. They can be licensed, leased, partnered, and scaled. They can spawn companies, platforms, and entire ecosystems with virtually unlimited expansion. Most collectibles only have value if someone else buys them. If no one shows up, nothing happens. An operating asset doesn’t wait for a buyer. It produces. It earns. It compounds. You don’t hope for an outcome. You create one. If your asset can’t work while you sleep, it isn’t an asset. It’s inventory. The most valuable assets in the modern world sit at the intersection of language, identity, commerce, and behavior. One word can represent an entire industry. One name can outlive companies, technologies, and trends. From the right operating asset, you can buy every collectible in the world. You can’t do it the other way around. That’s not opinion. That’s math. Collectibles are owned. Operating assets are deployed. And the most powerful operating assets ever created are high-profile, memorable, brandable, category-defining domain names. Curious how people outside the domain world see this distinction.

Rick Schwartz aka DomainKing®

12,752 Aufrufe • vor 5 Monaten

What if most of your wealth is tied up in $TSLA, $SPCX, or another stock you don't want to sell? That's a problem many successful investors eventually face. Their net worth keeps growing, but their cash flow doesn't. Cern Basher breaks down several strategies that investors use to potentially generate income while continuing to hold their shares, including options, securities lending, margin loans, and lines of credit. But there's a catch! Every strategy comes with tradeoffs. More income often means more risk, less upside, or added complexity. The goal isn't just generating cash flow. The goal is generating cash flow without giving up the long-term upside that made the investment valuable in the first place.

What if most of your wealth is tied up in $TSLA, $SPCX, or another stock you don't want to sell? That's a problem many successful investors eventually face. Their net worth keeps growing, but their cash flow doesn't. Cern Basher breaks down several strategies that investors use to potentially generate income while continuing to hold their shares, including options, securities lending, margin loans, and lines of credit. But there's a catch! Every strategy comes with tradeoffs. More income often means more risk, less upside, or added complexity. The goal isn't just generating cash flow. The goal is generating cash flow without giving up the long-term upside that made the investment valuable in the first place.

Herbert Ong

58,327 Aufrufe • vor 1 Monat