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How much silver could still be waiting at San Marcial? grsilvermining is advancing one of the few silver-dominant discoveries in Mexico, where recent high-grade drill results and significant unexplored ground are driving the next phase of exploration. According to management, only 20% of the prospective intrusive contact has been...

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BTV & CEO Clips

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33,703 次观看 • 2 个月前 •via X (Twitter)

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GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks
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GR SILVER CEO: 2026 IS OUR TRANSFORMATIONAL YEAR - $GRSL.V In a new interview with Peter Krauth, President & CEO Marcio Fana outlines the major catalysts coming for GR Silver THE 2026 DRILLING & CATALYST PLAN ✅ Launching a 20,000-meter drill program at the San Marcial area. 📈 Targeting a new resource estimate in 2026 to expand the 2023 resource (134M AgEq oz Indicated/Inferred). 🔄 "We are very oriented to resource growth, increasing grade, and showing the market we have a large silver-predominant deposit." PATH TO PRODUCTION & SYNERGY ➡️ Engineering a Preliminary Economic Assessment (PEA) combining San Marcial & Plomosas projects. 🔧 Utilizing existing permits & infrastructure at Plomosas to lower future capex. 🚀 "We are looking… to build a pilot plant, buy a pilot plant, or do a combination. This is going to be another catalyst." THE RARITY: A PURE SILVER DEPOSIT ✅ San Marcial is 85% silver by metal content—a rarity in the sector. 📊 "Most mining projects require a lot of capital to build… this is already in the Plomosas area: power lines, buildings, road, water permit." 🔁 High-grade intercepts like 75m at 260 g/t Ag prove continuity. IMPACT OF THE NEW SILVER PRICE ENVIRONMENT ➡️ Their 2023 resource used $22/oz silver. Prices are now ~4x higher. 📐 "We are valued probably at $1,50 per ounce in the ground… It's not that difficult to think about valuation of $4 or $5 per ounce in-situ." 💡 This dramatically improves project economics and potential valuation. STRONG FOUNDATION: LIQUIDITY & SUPPORT ✅ Consistently among top 10 most traded companies on TSXV by volume. 🏛️ Institutional ownership has grown from <10% to over 20%. "We are creating a very solid shareholder base supported by strong liquidity." THE BOTTOM LINE: GR Silver is fully funded and executing an aggressive 2026 plan focused on resource growth, engineering studies, and leveraging its rare, high-purity silver asset in a powerful new price environment. HT: grsilvermining Peter Krauth #GRSilver #Silver #Mining #Exploration #ResourceGrowth #PEA #TSXV #Investing #PreciousMetals #MiningStocks

Mark

16,808 次观看 • 8 个月前

High-Grade Silver in a Historic District Silver North Resources Ltd. is advancing new discoveries in Yukon’s Keno Hill Silver District—a region known for over a century of high-grade production. At its Haldane project: • 3 new discoveries already made • High-grade results consistent with historic deposits • Ongoing drilling to define scale Why it stands out: • Active program focused on a key fault zone • Fully funded through 2027 • Additional upside through a partnership with Coeur Mining on a second project With silver demand continuing to outpace supply, the focus now is simple: define the size and unlock the potential. A proven district. New discoveries. Leverage to silver. Watch the full feature:
2:09

High-Grade Silver in a Historic District Silver North Resources Ltd. is advancing new discoveries in Yukon’s Keno Hill Silver District—a region known for over a century of high-grade production. At its Haldane project: • 3 new discoveries already made • High-grade results consistent with historic deposits • Ongoing drilling to define scale Why it stands out: • Active program focused on a key fault zone • Fully funded through 2027 • Additional upside through a partnership with Coeur Mining on a second project With silver demand continuing to outpace supply, the focus now is simple: define the size and unlock the potential. A proven district. New discoveries. Leverage to silver. Watch the full feature:

BTV & CEO Clips

67,302 次观看 • 5 个月前

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

92,758 次观看 • 9 个月前

I recently sat down to discuss Hycroft’s latest drill results at Vortex, including one of the most remarkable intercepts we’ve seen to date — 2,890 g/t silver and 33.70 g/t gold in a single interval. What makes this especially meaningful is not just the grade, but the consistency and expansion we’re seeing across both Vortex and Brimstone. These systems continue to grow as we step out and better understand the structures controlling mineralization. We are advancing an asset that still has a lot more to give. Read the full release: $HYMC #mining #gold #silver
17:08

I recently sat down to discuss Hycroft’s latest drill results at Vortex, including one of the most remarkable intercepts we’ve seen to date — 2,890 g/t silver and 33.70 g/t gold in a single interval. What makes this especially meaningful is not just the grade, but the consistency and expansion we’re seeing across both Vortex and Brimstone. These systems continue to grow as we step out and better understand the structures controlling mineralization. We are advancing an asset that still has a lot more to give. Read the full release: $HYMC #mining #gold #silver

Diane Garrett

24,687 次观看 • 5 个月前

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.
2:16

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

Wall Street Mav

64,907 次观看 • 5 个月前

Learn what makes White Gold such a special company! $WGO.V $WHGOF CEO David D'Onofrio joined CEO Technician following the Metals Investor Forum in Vancouver for a wide-ranging discussion and overview of why 2026 is shaping up to be a transformational year! Watch the full interview here: The interview provides a great overview on the company’s near-term catalysts, including: 🟣The largest drill program in company history has just commenced focused on continued resource expansion and high-impact new discovery 🟣 The upcoming PEA, set to demonstrate the economics of the Yukon's highest grade and one of Canada's highest grade open pittable deposits, anchored by a growing 3 million oz gold resource, building on standout 2025 results including 50 m of 6.9 g/t 🟣 Key team additions, including VP Exploration Dylan Langille and President Donovan Pollitt, strengthening both technical execution and institutional reach 🟣 The planned spinout of the company's copper and critical mineral projects, with drill-ready targets near Western Copper's Casino project 🟣 Why 2026 is shaping up to be a transformational year for WGO and the Yukon with record drilling activity and a building M&A cycle
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Learn what makes White Gold such a special company! $WGO.V $WHGOF CEO David D'Onofrio joined CEO Technician following the Metals Investor Forum in Vancouver for a wide-ranging discussion and overview of why 2026 is shaping up to be a transformational year! Watch the full interview here: The interview provides a great overview on the company’s near-term catalysts, including: 🟣The largest drill program in company history has just commenced focused on continued resource expansion and high-impact new discovery 🟣 The upcoming PEA, set to demonstrate the economics of the Yukon's highest grade and one of Canada's highest grade open pittable deposits, anchored by a growing 3 million oz gold resource, building on standout 2025 results including 50 m of 6.9 g/t 🟣 Key team additions, including VP Exploration Dylan Langille and President Donovan Pollitt, strengthening both technical execution and institutional reach 🟣 The planned spinout of the company's copper and critical mineral projects, with drill-ready targets near Western Copper's Casino project 🟣 Why 2026 is shaping up to be a transformational year for WGO and the Yukon with record drilling activity and a building M&A cycle

White Gold Corp.

12,391,297 次观看 • 3 个月前

Drill Hole DHK-31 | Assays released August 22, 2023 ⚪ This image shows drill core from 582.00 m to 588.51 m in DHK-31, an infill hole drilled to close a gap in the northeastern part of the Santa Barbara deposit at the Iska Iska Project. 🔩 DHK-31 intersected 125.99 g/t AgEq over 125.79 m from 174.32 m to 300.11 m, including: • 255.65 g/t AgEq over 8.07 m, including 11.41 g/t Ag, 0.30 g/t Au, 1.76% Zn and 10.45% Pb • 257.66 g/t AgEq over 6.00 m, including 44.82 g/t Ag, 3.34% Zn and 1.17% Pb • 259.18 g/t AgEq over 8.94 m, including 36.64 g/t Ag, 3.43% Zn and 1.10% Pb The drill hole also intersected 1,228 g/t AgEq over 4.49 m. The core photo is from a deeper interval than the highlighted assay intercepts and is provided for illustrative purposes only. Visible mineralization does not necessarily correspond to assay grades. 💡 These assays were received after the cut-off date for the inaugural 2023 Mineral Resource Estimate and are included in the Company's updated 2026 Mineral Resource Estimate. 🚀 Our current drill campaign at Iska Iska is focused on resource expansion and upgrading portions of the existing resource. 👉 $ELO.TO $ELRRF #Silver #Tin
1:05

Drill Hole DHK-31 | Assays released August 22, 2023 ⚪ This image shows drill core from 582.00 m to 588.51 m in DHK-31, an infill hole drilled to close a gap in the northeastern part of the Santa Barbara deposit at the Iska Iska Project. 🔩 DHK-31 intersected 125.99 g/t AgEq over 125.79 m from 174.32 m to 300.11 m, including: • 255.65 g/t AgEq over 8.07 m, including 11.41 g/t Ag, 0.30 g/t Au, 1.76% Zn and 10.45% Pb • 257.66 g/t AgEq over 6.00 m, including 44.82 g/t Ag, 3.34% Zn and 1.17% Pb • 259.18 g/t AgEq over 8.94 m, including 36.64 g/t Ag, 3.43% Zn and 1.10% Pb The drill hole also intersected 1,228 g/t AgEq over 4.49 m. The core photo is from a deeper interval than the highlighted assay intercepts and is provided for illustrative purposes only. Visible mineralization does not necessarily correspond to assay grades. 💡 These assays were received after the cut-off date for the inaugural 2023 Mineral Resource Estimate and are included in the Company's updated 2026 Mineral Resource Estimate. 🚀 Our current drill campaign at Iska Iska is focused on resource expansion and upgrading portions of the existing resource. 👉 $ELO.TO $ELRRF #Silver #Tin

Eloro Resources Ltd.

38,549 次观看 • 2 个月前

Most gold discoveries never become anything meaningful. That's why early-stage exploration is all about probabilities—not promises. The best explorers stack the odds in their favour by focusing on proven mining jurisdictions, experienced technical teams, and projects with district-scale potential. That's the strategy behind Targa Exploration Corp. The company is advancing a portfolio of gold projects across Quebec and Argentina, where every project represents a different stage of the discovery pipeline. Why investors are paying attention: - New gold discovery after intersecting gold in 7 of 8 maiden drill holes at the Opinaca Project - Follow-up drilling planned to expand the discovery - First-ever drill program nearly complete at the El Zanjon project in Argentina - A third district-scale project being advanced toward future drilling - Focused exclusively on creating value through new gold discoveries In exploration, one drill hole can change a company's future. With multiple drill campaigns and discovery catalysts ahead, Targa Exploration Corp. (CSE: TEX | OTCQB: TRGEF) is giving investors several opportunities to follow that journey. Learn More:
0:51

Most gold discoveries never become anything meaningful. That's why early-stage exploration is all about probabilities—not promises. The best explorers stack the odds in their favour by focusing on proven mining jurisdictions, experienced technical teams, and projects with district-scale potential. That's the strategy behind Targa Exploration Corp. The company is advancing a portfolio of gold projects across Quebec and Argentina, where every project represents a different stage of the discovery pipeline. Why investors are paying attention: - New gold discovery after intersecting gold in 7 of 8 maiden drill holes at the Opinaca Project - Follow-up drilling planned to expand the discovery - First-ever drill program nearly complete at the El Zanjon project in Argentina - A third district-scale project being advanced toward future drilling - Focused exclusively on creating value through new gold discoveries In exploration, one drill hole can change a company's future. With multiple drill campaigns and discovery catalysts ahead, Targa Exploration Corp. (CSE: TEX | OTCQB: TRGEF) is giving investors several opportunities to follow that journey. Learn More:

BTV & CEO Clips

33,186 次观看 • 2 个月前

. 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:
2:31

. 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 次观看 • 7 个月前

UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout. THE HISTORIC VALUATION GAP ✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold. ➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs. 🔥 Right now, miners are “dirt cheap” relative to the metal in the ground. THE TECHNICAL SETUP IS PRIMED ✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base. 📈 We're now challenging and rallying above that long-term resistance near 8%. 🚀 A decisive breakout from this level has historically triggered massive investor flows into miners. SILVER MINERS LOOK EVEN MORE EXPLOSIVE ✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling. ➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically. THE PORTFOLIO SHIFT UNDERWAY ✅ “I've already been lightening my position and moving more into junior miners.” ➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next. 💥 “That's where the real bang for the buck comes.” THE BOTTOM LINE Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital. Time to stop calling them “cheap” and start calling them opportunity. HT: YouTube Jimmy Connor Momentum Structural Analysis Current portfolio (DYODD)👇 #Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket
1:33

UPDATE - M. OLIVER: WHY GOLD & SILVER MINERS ARE “FREE” RIGHT NOW One of the sharpest voices in precious metals just explained why he's quietly reducing leveraged positions and piling into gold and silver mining stocks. His reason? They are absurdly cheap compared to the metals they produce—and the charts are screaming breakout. THE HISTORIC VALUATION GAP ✅ Gold & silver miners (XAU index) are trading at only 4–8% of the price of an ounce of gold. ➡️ Compare that to historical averages: 25% of gold price during the 1980s, 1990s, and 2000–2008 bull runs. 🔥 Right now, miners are “dirt cheap” relative to the metal in the ground. THE TECHNICAL SETUP IS PRIMED ✅ The XAU/gold ratio has been trapped in an 11-year ultra-low base. 📈 We're now challenging and rallying above that long-term resistance near 8%. 🚀 A decisive breakout from this level has historically triggered massive investor flows into miners. SILVER MINERS LOOK EVEN MORE EXPLOSIVE ✅ When you zoom in on silver miners versus gold miners, the relative strength setup is even more compelling. ➡️ The leverage to silver prices is massive—if silver keeps running, silver-focused producers stand to outperform dramatically. THE PORTFOLIO SHIFT UNDERWAY ✅ “I've already been lightening my position and moving more into junior miners.” ➡️ Preference is shifting toward unleveraged miners for the rest of this year and likely into next. 💥 “That's where the real bang for the buck comes.” THE BOTTOM LINE Gold and silver miners aren't just undervalued—they're at some of the cheapest levels in decades versus the metals they mine, with technicals flashing a potential explosive breakout that could attract a flood of capital. Time to stop calling them “cheap” and start calling them opportunity. HT: YouTube Jimmy Connor Momentum Structural Analysis Current portfolio (DYODD)👇 #Gold #Silver #MiningStocks #PreciousMetals #XAU #JuniorMiners #BullMarket

Mark

250,925 次观看 • 8 个月前

ED STEER "BONFIRE OF THE SHORTS" IGNITES, BUT MINING SHARS ARE HELD HOSTAGE 🎙️ Veteran analyst Ed Steer breaks down the shocking divergence between soaring silver and stagnant mining stocks. THE GLARING DISCONNECT ✅ Silver is at $93, up ~30% YTD and posting 5-7% daily gains. ❌ The SIL silver miners ETF is up only ~14% YTD. 📉 Hecla, Pan American, & First Majestic are flat or down on huge silver up days. ➡️ "The shares right now... we'd be looking at at least a double in every silver stock." THE ACTIVE SUPPRESSION THESIS ✅ Steer's verdict: Shares are being "actively managed" and suppressed. 🤔 Purpose? To prevent mainstream attention and capital flows. 🔍 Evidence: Physical ETFs (SLV/PSLV) track the metal's price perfectly; miners do not. 💎 "They're trying to keep people... in Amazon and all these other stocks." THE "BONFIRE OF THE SHORTS" IS HERE ➡️ This parabolic move is the "bonfire of the silver shorts" predicted by analyst Ted Butler. 🔥 With silver up $8 in two days, relentless margin calls are forcing short covering. 📈 "We're in a short squeeze they'll be talking about... hundreds of years from now." THE GEOPOLITICAL & MARKET SHIFT ✅ Price discovery is now driven by Shanghai (premium >$100), not just COMEX. 🛡️ Silver is remonetizing as the 50-year fiat experiment unwinds. ⚖️ "We are living through history... the precious metals are going to be money again." THE BOTTOM LINE FOR INVESTORS The extreme undervaluation of silver equities represents a monumental opportunity. The fundamentals demand prices at least 90-100% higher. When the suppression breaks, the catch-up rally could be explosive. HT: CapitalCosm YouTube CapitalCosm #Silver #Gold #MiningStocks #Investing #PreciousMetals #Markets #Finance #EdSteer #ShortSqueeze #Commodities
0:58

ED STEER "BONFIRE OF THE SHORTS" IGNITES, BUT MINING SHARS ARE HELD HOSTAGE 🎙️ Veteran analyst Ed Steer breaks down the shocking divergence between soaring silver and stagnant mining stocks. THE GLARING DISCONNECT ✅ Silver is at $93, up ~30% YTD and posting 5-7% daily gains. ❌ The SIL silver miners ETF is up only ~14% YTD. 📉 Hecla, Pan American, & First Majestic are flat or down on huge silver up days. ➡️ "The shares right now... we'd be looking at at least a double in every silver stock." THE ACTIVE SUPPRESSION THESIS ✅ Steer's verdict: Shares are being "actively managed" and suppressed. 🤔 Purpose? To prevent mainstream attention and capital flows. 🔍 Evidence: Physical ETFs (SLV/PSLV) track the metal's price perfectly; miners do not. 💎 "They're trying to keep people... in Amazon and all these other stocks." THE "BONFIRE OF THE SHORTS" IS HERE ➡️ This parabolic move is the "bonfire of the silver shorts" predicted by analyst Ted Butler. 🔥 With silver up $8 in two days, relentless margin calls are forcing short covering. 📈 "We're in a short squeeze they'll be talking about... hundreds of years from now." THE GEOPOLITICAL & MARKET SHIFT ✅ Price discovery is now driven by Shanghai (premium >$100), not just COMEX. 🛡️ Silver is remonetizing as the 50-year fiat experiment unwinds. ⚖️ "We are living through history... the precious metals are going to be money again." THE BOTTOM LINE FOR INVESTORS The extreme undervaluation of silver equities represents a monumental opportunity. The fundamentals demand prices at least 90-100% higher. When the suppression breaks, the catch-up rally could be explosive. HT: CapitalCosm YouTube CapitalCosm #Silver #Gold #MiningStocks #Investing #PreciousMetals #Markets #Finance #EdSteer #ShortSqueeze #Commodities

Mark

26,303 次观看 • 8 个月前

P. Baker: "At the recent LBMA meeting, the consensus was: Physical is king.” Phil Baker, former CEO of Hecla Mining (USA's largest silver producer for 20 years), reveals a seismic shift. The driver of the silver price is no longer Western speculators. ✅ India's demand in October was 60M ounces, up from 15M ounces the prior year—a four-fold increase. ✅ “That is the driver... the underlying price of silver above $45-50 is really coming out of India.” INDUSTRIAL USERS ARE PANICKING Companies are abandoning "just-in-time" supply models and hoarding physical metal. ➡️ US industrial buyers are now securing 6-9 months of inventory ahead of potential tariffs. ➡️ “My advice to them for the past 18 months: don't be short silver. They're finally putting the silver in place.” THE SYSTEM IS SHOWING ITS LIMITS ➡️Recent events prove the physical market now dictates the price. ➡️During the 10-hour CME outage, premiums in Shanghai and India “widened almost instantly.” ➡️“The physical market is driving the financial market in a way it hasn't in my career.” ➡️At the recent LBMA meeting, the consensus was: “Physical is king.” THE SUPPLY CLIFF IS A MATHEMATICAL CERTAINTY ➡️The deficit isn't cyclical; it's structural for the next decade. ➡️Mine supply peaked in 2016 at ~900M ounces and “we will not reach that level again this decade. Realistically, not until 2035.” ➡️Annual deficits are 100-200M ounces. This shortfall can only be filled by metal from investors, as central banks hold negligible silver. ➡️“It requires a much higher price and a lot of [investors] to be mobilised.... We've had low prices for a long time. As a result, you've not had the exploration.” HT: Kitco NEWS Jeremy Szafron #Silver #SilverSqueeze #India #Commodities #Markets #Investing #PMs #SupplyChain
0:49

P. Baker: "At the recent LBMA meeting, the consensus was: Physical is king.” Phil Baker, former CEO of Hecla Mining (USA's largest silver producer for 20 years), reveals a seismic shift. The driver of the silver price is no longer Western speculators. ✅ India's demand in October was 60M ounces, up from 15M ounces the prior year—a four-fold increase. ✅ “That is the driver... the underlying price of silver above $45-50 is really coming out of India.” INDUSTRIAL USERS ARE PANICKING Companies are abandoning "just-in-time" supply models and hoarding physical metal. ➡️ US industrial buyers are now securing 6-9 months of inventory ahead of potential tariffs. ➡️ “My advice to them for the past 18 months: don't be short silver. They're finally putting the silver in place.” THE SYSTEM IS SHOWING ITS LIMITS ➡️Recent events prove the physical market now dictates the price. ➡️During the 10-hour CME outage, premiums in Shanghai and India “widened almost instantly.” ➡️“The physical market is driving the financial market in a way it hasn't in my career.” ➡️At the recent LBMA meeting, the consensus was: “Physical is king.” THE SUPPLY CLIFF IS A MATHEMATICAL CERTAINTY ➡️The deficit isn't cyclical; it's structural for the next decade. ➡️Mine supply peaked in 2016 at ~900M ounces and “we will not reach that level again this decade. Realistically, not until 2035.” ➡️Annual deficits are 100-200M ounces. This shortfall can only be filled by metal from investors, as central banks hold negligible silver. ➡️“It requires a much higher price and a lot of [investors] to be mobilised.... We've had low prices for a long time. As a result, you've not had the exploration.” HT: Kitco NEWS Jeremy Szafron #Silver #SilverSqueeze #India #Commodities #Markets #Investing #PMs #SupplyChain

Mark

104,322 次观看 • 9 个月前

PETER SCHIFF: GOLD, SILVER AND THE MINING STOCKS WILL GO MUCH HIGHER🚀 In his latest interview, renowned economist Peter Schiff shared his assessment of gold, silver and mining stocks. THE BIGGER PICTURE: DOLLAR CRISIS DRIVING IT ALL ✅ Gold at $5,100+ and silver exploding signal the end of dollar dominance. ⚡ Central banks dumping dollars, Trump policies accelerating the shift—everything points higher. 💥 "This is not the end of this thing. We're going a lot higher." WHY PHYSICAL SILVER IS GETTING HARDER TO FIND ✅ Demand is surging from investors and industry 📉 Supply can't keep up—mint production lags, and wholesalers are struggling. ❓ Schiff's key advice: Buy now while you can. Waiting for a dip risks being locked out entirely. SILVER MINERS: MASSIVELY UNDERPRICED ✅ Miners' profits explode with silver at these levels—margins go from slim to massive. 📈 Stocks lag the metal, but Schiff says they're "cheaper now than before" the rally. 🚀 "The silver stocks are priced for maybe $50 silver at most." THE BOTTOM LINE Peter Schiff makes it crystal clear: Silver's volatility is just the market discovering its true value in a collapsing dollar world—don't chase the price, secure the physical metal before it's gone for good. HT: YouTube CapitalCosm CapitalCosm Peter Schiff Current personal portfolio (DYODD)👉 #SilverSqueeze #PeterSchiff #GoldAndSilver #DollarCrisis #PreciousMetals #InvestSmart
1:26

PETER SCHIFF: GOLD, SILVER AND THE MINING STOCKS WILL GO MUCH HIGHER🚀 In his latest interview, renowned economist Peter Schiff shared his assessment of gold, silver and mining stocks. THE BIGGER PICTURE: DOLLAR CRISIS DRIVING IT ALL ✅ Gold at $5,100+ and silver exploding signal the end of dollar dominance. ⚡ Central banks dumping dollars, Trump policies accelerating the shift—everything points higher. 💥 "This is not the end of this thing. We're going a lot higher." WHY PHYSICAL SILVER IS GETTING HARDER TO FIND ✅ Demand is surging from investors and industry 📉 Supply can't keep up—mint production lags, and wholesalers are struggling. ❓ Schiff's key advice: Buy now while you can. Waiting for a dip risks being locked out entirely. SILVER MINERS: MASSIVELY UNDERPRICED ✅ Miners' profits explode with silver at these levels—margins go from slim to massive. 📈 Stocks lag the metal, but Schiff says they're "cheaper now than before" the rally. 🚀 "The silver stocks are priced for maybe $50 silver at most." THE BOTTOM LINE Peter Schiff makes it crystal clear: Silver's volatility is just the market discovering its true value in a collapsing dollar world—don't chase the price, secure the physical metal before it's gone for good. HT: YouTube CapitalCosm CapitalCosm Peter Schiff Current personal portfolio (DYODD)👉 #SilverSqueeze #PeterSchiff #GoldAndSilver #DollarCrisis #PreciousMetals #InvestSmart

Mark

86,250 次观看 • 8 个月前

Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...
3:20

Ivanhoe Mines just released an update on the their massive Western Forelands copper exploration project. The Western Forelands discoveries continue to grow explosively… confirming the area as the most important sedimentary-hosted copper basin on our planet… One might struggle to find a larger copper system that has been discovered in the past 30 years. Ivanhoe’s world-leading geologists have so far found over 55 million tonnes of copper in the basin… and they are confident they will continue to find additional world-class copper systems there for generations to come. Today’s interim update shows that the size of the Makoko District discovery within the Western Forelands continues to grow, firmly ranking Makoko by far as the world’s largest and the highest-grade new copper discovery of the past decade… in an era when the desperate cries for new sources of copper are getting louder and fewer copper discoveries are being made. As the copper resource expands…so does our excitement and confidence. We plan to intensify our efforts this year by, yet again, increasing the size of the in-fill and step-out drilling program. Our subsequent Mineral Resource update will include both additional metres and the projected 60,000 metres of drilling from this year’s drill program that were not included in today’s update. Our track record of copper discovery in the Western Forelands is unrivaled… We are discovering copper at an absurdly high discovery rate of 100 million pounds of contained copper for every 1,000 metres drilled… and at an exceptionally low discovery cost of a fraction of a penny per pound of high-grade copper discovered. Our ability to find high-grade copper systems at such low cost is the very definition of creating shareholder value. We plan for scoping study work to commence soon, which will include mining some of the highest-grade, open pit copper mines in the world. Ivanhoe Mines Watch the video visualizing the 2026 Mineral Resource update...

Robert Friedland

100,408 次观看 • 20 天前

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance
1:18

UPDATE: "WE ARE LIVING THROUGH HISTORY RIGHT NOW" - ED STEER ON THE SILVER CRISIS. 🚨 Precious metals expert Ed Steer just gave one of the most urgent interviews of the year. His message is clear: the 50-year price management scheme is ending. ✅ "The parabolic run was just the tip of the iceberg. The party is just getting started." The Driver: A Historic Short Squeeze. ➡️U.S. bullion banks have covered 29,000 COMEX short contracts since April. ➡️For the first time in history, they are now NET LONG silver. ➡️But they still hold a massive gross short position of 18,000 contracts. They are in a "lose-lose situation." 💥 "This is the beginning of Ted Butler's 'Bonfire of the Silver Shorts'... The shorts are in dire straits." The Unstoppable Physical Reality. ➡️We are entering the 6th consecutive year of a structural supply deficit. ➡️China's new export controls (effective Jan 1) require a license to ship silver out. They control ~60% of global refined supply. ➡️The Shanghai physical premium is 13.8% above COMEX. "They just can't refine it fast enough." Why This Isn't 1980 or 2011. ➡️ "This time it is totally different. This is a structural supply-demand deficit... It will be with us for 5, 10, 15 years." ➡️ "The silver needed to fill this deficit has yet to be discovered." On Price & Strategy: ➡️"A three-digit silver price... is going to put a lot of trading houses in insolvency immediately." ➡️$500/oz is "not unreasonable" and could become the new floor. ➡️"I have physical silver in a vault. I ain't going to be selling an ounce of it... It is pure wealth." ‼️"The silver needed to fill this deficit has yet to be discovered."‼️ Silver Miners: The "Bargain of the Century." ➡️They have horribly underperformed the metal (up only 1.14x vs. silver's 158% gain). ➡️"I have the impression... that there's somebody out there definitely suppressing the price..." The Bottom Line: The desperate short covering and the unbreakable physical deficit are colliding. The paper market's control is over. True price discovery is ahead. HT: YouTube - Commodity Culture Jesse Day #Silver #Gold #PreciousMetals #ShortSqueeze #COMEX #Markets #Investing #Bullion #Commodities #Finance

Mark

148,732 次观看 • 9 个月前

UPDATE: M. OLIVER - FORGET 2011. SILVER IS ENTERING A "NEW REALITY." THIS IS BIGGER. ⚡ "Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way." ✅ Silver isn't just rallying. It's breaking into a "new reality" of price discovery after 50 years of suppression. ➡️ According to momentum analyst Michael Oliver, the recent breakout versus gold is the critical signal. This same signal preceded the massive rallies in 1979-80 and 2010-11. 📈 His projection is stunning: "In the next couple quarters... I think you'll see silver... reach at least $200 and possibly a lot higher in a rampage." ⚡ Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way. These are not the end—they are shakeouts within a much larger ascent. ⚠️ Ignore the noise about COMEX margin calls. They are a sideshow. The core drivers are bigger: monetary decay, systemic risk, and a historic technical breakout. 💎 "Markets are not always rational... When [silver] decides to correct that 50-year error, it has a tantrum that goes beyond a reasonable correction level." The Bottom Line: The alignment of technical, fundamental, and monetary factors suggests the silver move has just begun. Extreme volatility is the price of admission for potential generational gains. #Silver #Gold #PreciousMetals #Investing #Markets #Commodities #Stocks #Mining #Economy #Breakout HT: YouTube - Auctus Metal Portfolios Momentum Structural Analysis
1:08

UPDATE: M. OLIVER - FORGET 2011. SILVER IS ENTERING A "NEW REALITY." THIS IS BIGGER. ⚡ "Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way." ✅ Silver isn't just rallying. It's breaking into a "new reality" of price discovery after 50 years of suppression. ➡️ According to momentum analyst Michael Oliver, the recent breakout versus gold is the critical signal. This same signal preceded the massive rallies in 1979-80 and 2010-11. 📈 His projection is stunning: "In the next couple quarters... I think you'll see silver... reach at least $200 and possibly a lot higher in a rampage." ⚡ Volatility is part of the process. Expect sharp, scary sell-offs (like the recent 15% drop) along the way. These are not the end—they are shakeouts within a much larger ascent. ⚠️ Ignore the noise about COMEX margin calls. They are a sideshow. The core drivers are bigger: monetary decay, systemic risk, and a historic technical breakout. 💎 "Markets are not always rational... When [silver] decides to correct that 50-year error, it has a tantrum that goes beyond a reasonable correction level." The Bottom Line: The alignment of technical, fundamental, and monetary factors suggests the silver move has just begun. Extreme volatility is the price of admission for potential generational gains. #Silver #Gold #PreciousMetals #Investing #Markets #Commodities #Stocks #Mining #Economy #Breakout HT: YouTube - Auctus Metal Portfolios Momentum Structural Analysis

Mark

92,059 次观看 • 9 个月前

Swiss Silver Expert J. Staiger DESPERATE MEASURES BY BIG PLAYERS The tightness is forcing extreme actions in the physical market. ⚡ Major trading houses are calling mines directly, offering premiums of up to 20% over spot for long-term delivery contracts. ⚡ Turkey is now importing massive amounts of silver monthly, as gold becomes scarce. THE VAULTS ARE RUNNING DRY The physical data reveals a market in extreme stress. ✅ Shanghai Crisis: Silver inventories have hit a 10-year low. ✅ Record Deficit: The cumulative 7-year supply deficit now exceeds 1.2 Billion ounces. THE DELIVERY SYSTEM IS CRACKING Key trading hubs are showing unprecedented strain. ➡️ COMEX (NY): The recent "server failure" on Notice Day (Nov 28) raised eyebrows amidst a scramble for metal. ➡️ LBMA (London): Reportedly had to airlift ~54M ounces via private flights to avoid breaking. Only 15-20% of their silver is "free" for delivery; the rest is owned by ETFs and institutions. THE TECHNICAL PICTURE: BROKEN OUT The price action confirms the fundamental story. ➡️ Silver has decisively broken out to new all-time highs. ➡️ Next technical targets are seen at $63, then $80+. "Delivery Claus is coming… and he wants his silver. Buckle up.” HT: Swiss Resource Capital AG PS: Here you can find out how you can profit from this silver rally. 👉 #Silver #SilverSqueeze #COMEX #LBMA #Shanghai #Commodities #Investing #PreciousMetals
1:13

Swiss Silver Expert J. Staiger DESPERATE MEASURES BY BIG PLAYERS The tightness is forcing extreme actions in the physical market. ⚡ Major trading houses are calling mines directly, offering premiums of up to 20% over spot for long-term delivery contracts. ⚡ Turkey is now importing massive amounts of silver monthly, as gold becomes scarce. THE VAULTS ARE RUNNING DRY The physical data reveals a market in extreme stress. ✅ Shanghai Crisis: Silver inventories have hit a 10-year low. ✅ Record Deficit: The cumulative 7-year supply deficit now exceeds 1.2 Billion ounces. THE DELIVERY SYSTEM IS CRACKING Key trading hubs are showing unprecedented strain. ➡️ COMEX (NY): The recent "server failure" on Notice Day (Nov 28) raised eyebrows amidst a scramble for metal. ➡️ LBMA (London): Reportedly had to airlift ~54M ounces via private flights to avoid breaking. Only 15-20% of their silver is "free" for delivery; the rest is owned by ETFs and institutions. THE TECHNICAL PICTURE: BROKEN OUT The price action confirms the fundamental story. ➡️ Silver has decisively broken out to new all-time highs. ➡️ Next technical targets are seen at $63, then $80+. "Delivery Claus is coming… and he wants his silver. Buckle up.” HT: Swiss Resource Capital AG PS: Here you can find out how you can profit from this silver rally. 👉 #Silver #SilverSqueeze #COMEX #LBMA #Shanghai #Commodities #Investing #PreciousMetals

Mark

64,551 次观看 • 10 个月前

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 次观看 • 1 年前

Manufacturers used to take about a tenth of the world's silver. Shawn Khunkhun puts it closer to half today. Silver has always had two kinds of buyers. What’s changed is they now want the same metal at the same time. Someone protecting their savings is bidding against global industrial players, and only one of them can walk away on price. Shawn Khunkhun, President & Director of Contango Silver And Gold (TSX / NYSE American: $CTGO), has spent more than 20 years in precious metals and the last six fixated on this. In 2020, he took over a company the market had written off: 40 million ounces of silver in the ground, priced at 37.5 U.S. cents an ounce, half what comparable companies were getting. He thought the market had it wrong. Five years later, it merged in a billion-dollar deal. In our debut episode of After the Bell, he takes on a question the sector still avoids: why do mining companies with the right project, in the right market, still fail to deliver?
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Manufacturers used to take about a tenth of the world's silver. Shawn Khunkhun puts it closer to half today. Silver has always had two kinds of buyers. What’s changed is they now want the same metal at the same time. Someone protecting their savings is bidding against global industrial players, and only one of them can walk away on price. Shawn Khunkhun, President & Director of Contango Silver And Gold (TSX / NYSE American: $CTGO), has spent more than 20 years in precious metals and the last six fixated on this. In 2020, he took over a company the market had written off: 40 million ounces of silver in the ground, priced at 37.5 U.S. cents an ounce, half what comparable companies were getting. He thought the market had it wrong. Five years later, it merged in a billion-dollar deal. In our debut episode of After the Bell, he takes on a question the sector still avoids: why do mining companies with the right project, in the right market, still fail to deliver?

Market One Media

31,494 次观看 • 26 天前