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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...

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What if one mining company could give investors exposure to almost every major commodity? GLOBEX MINING ENT isn't a typical junior explorer. With a diversified portfolio of 273 mineral assets spanning gold, copper, iron ore, critical minerals, and base metals, the company has built a unique business model centered on project generation, strategic acquisitions, and royalties. Why investors are watching: - 273 mineral assets across multiple commodities - 106 royalty interests generating long-term upside - 11 active option agreements producing revenue - $40 million in cash with no need to continually raise capital, according to management - Exposure to multiple value-creating catalysts across its portfolio One catalyst on the horizon is the Mont Sorcier project, where royalty partner Cerrado Gold is expected to release a feasibility study and advance permitting—potentially moving the project another step closer to production. Rather than relying on a single asset, Globex Mining has built a diversified portfolio designed to create value across multiple commodities and development stages. Learn More:
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What if one mining company could give investors exposure to almost every major commodity? GLOBEX MINING ENT isn't a typical junior explorer. With a diversified portfolio of 273 mineral assets spanning gold, copper, iron ore, critical minerals, and base metals, the company has built a unique business model centered on project generation, strategic acquisitions, and royalties. Why investors are watching: - 273 mineral assets across multiple commodities - 106 royalty interests generating long-term upside - 11 active option agreements producing revenue - $40 million in cash with no need to continually raise capital, according to management - Exposure to multiple value-creating catalysts across its portfolio One catalyst on the horizon is the Mont Sorcier project, where royalty partner Cerrado Gold is expected to release a feasibility study and advance permitting—potentially moving the project another step closer to production. Rather than relying on a single asset, Globex Mining has built a diversified portfolio designed to create value across multiple commodities and development stages. Learn More:

BTV & CEO Clips

33,131 views • 2 months ago

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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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:

BTV & CEO Clips

85,850 views • 3 months ago

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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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:

Circle

11,156 views • 4 months ago

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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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

Wall Street Mav

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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
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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

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33,857 views • 7 months ago

. 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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. 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:

BTV & CEO Clips

974,902 views • 6 months ago

Some investors get scared when they hear crypto! They think volatility, no real value and uncharted waters. Kula is changing this through the tokenisation of real-world assets across multiple sectors. We are bringing the masses to Web3! Kula caters to the crowd used to investing in natural resources like gold and is more comfortable investing in digital assets with real-world value. Our RWA ecosystem offers investors the ultimate avenue to take their first step into the crypto industry without dealing with the same level of volatility and risk associated with regular investments in the space. Our diversification approach gives the masses a better shot at greater returns and a healthy portfolio. Kula is the solution for the mass adoption of Web3!
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Some investors get scared when they hear crypto! They think volatility, no real value and uncharted waters. Kula is changing this through the tokenisation of real-world assets across multiple sectors. We are bringing the masses to Web3! Kula caters to the crowd used to investing in natural resources like gold and is more comfortable investing in digital assets with real-world value. Our RWA ecosystem offers investors the ultimate avenue to take their first step into the crypto industry without dealing with the same level of volatility and risk associated with regular investments in the space. Our diversification approach gives the masses a better shot at greater returns and a healthy portfolio. Kula is the solution for the mass adoption of Web3!

KULA

10,625 views • 2 years ago

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.
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$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

Shay Boloor

576,796 views • 1 month ago

"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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"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.

Vet

39,554 views • 2 months ago

🚨 $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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🚨 $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. 💯

Kaizer Chief

19,106 views • 1 year ago

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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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!

CertiK

170,877 views • 3 years ago

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
1:00

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

34,551 views • 1 year ago

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
2:47

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

12,269 views • 5 months ago

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.
9:47

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

52,984 views • 1 year ago

I joined Bloomberg Bloomberg Crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4 issuer in the US, and continued demand for Bitcoin Treasuries
8:57

I joined Bloomberg Bloomberg Crypto to discuss Strategy's return to buying Bitcoin, building a fortress balance sheet, MSCI’s index proposal, and equity market demand for Bitcoin. $MSTR 00:24 - Back to buying bitcoin:native and why the decision was not price-driven 00:43 - Fortress balance sheet: $72B of assets, $65B of Bitcoin, $7B USD Assets, and zero net debt 02:32 - Two-way capital management: net Bitcoin accumulation and operating company discipline 04:02 - Buying through the bull market: $80K, $100K, $130K, and beyond 04:39 - MSCI proposal: digital assets as operating assets and why the principle matters more than the index flow impact 07:24 - Dividend resilience: zero net leverage, USD Reserve, and equity capital flexibility 08:19 - $20B of equity capital raised, #4 issuer in the US, and continued demand for Bitcoin Treasuries

Phong Le

249,309 views • 21 days ago

From the beginning I disagreed with the choice of Dele Alake as minister (Solid minerals) because he is a media person who knows next to nothing about mining. However today, he knows more about mining than myself; he talks like a mining engineer. He's succeeding as a minister because he learnt a lot from his boss (Tinubu), shared in his visions and directions. Invariably, through the support we got from Mr President, we have built the biggest lithium processing plant, not only in Nigeria but in the whole of Africa and we have to give the credit to the president for that. We no longer have to borrow from banks to finance our projects as a result of the multiple revenue streams from our internal economic activities, federal grants and monthly budgetary allocations. Governor Abdullahi Sule of Nasarawa, receiving members of Renewed Hope Ambassadors Presidential Media Team
2:57

From the beginning I disagreed with the choice of Dele Alake as minister (Solid minerals) because he is a media person who knows next to nothing about mining. However today, he knows more about mining than myself; he talks like a mining engineer. He's succeeding as a minister because he learnt a lot from his boss (Tinubu), shared in his visions and directions. Invariably, through the support we got from Mr President, we have built the biggest lithium processing plant, not only in Nigeria but in the whole of Africa and we have to give the credit to the president for that. We no longer have to borrow from banks to finance our projects as a result of the multiple revenue streams from our internal economic activities, federal grants and monthly budgetary allocations. Governor Abdullahi Sule of Nasarawa, receiving members of Renewed Hope Ambassadors Presidential Media Team

Candid Truth

32,608 views • 1 month ago