In this Stock Talk episode, I welcome back Quinton Hennigh, CEO of San Cristobal Mining, for a concise and insightful update on where genuine exploration value is emerging in today’s metal markets.
Key Discussion Highlights
- Exploration sentiment - Strong metals backdrop but rapid sentiment swings; silver’s consolidation may be establishing a higher floor.
- Quality vs. noise - With many juniors well-funded, Quinton outlines simple filters to identify real discoveries versus dilution-heavy stories.
- Jurisdictions to watch - The Yukon as this cycle’s discovery hub, plus improving exploration climates in Chile, Argentina, Bolivia, and Peru.
- Porphyry copper realities - Only a handful of systems ever become mines; how to quickly assess whether a new hit belongs in the “top tier.”
- Gold vs. silver - Silver may have more price upside this cycle, but quality primary silver deposits remain rare - supporting strong valuation premiums.
- Mentioned stocks - Snowline Gold (SGD.V), Sitka Gold (SIG.V), King Copper (KCP.V), Silver47 (AGA.V), Alaska Silver (WAM.V), Hercules Metals (BIG.V), Vizsla Silver (VZLA), MAG Silver, Gatos, SilverCrest.
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
