Investing Experts Gold and silver mining stocks - potential winners
26 snips
Oct 6, 2025 
Don Durrett, a seasoned mining analyst and author on Seeking Alpha, shares his insights on assessing mining stocks. He details a comprehensive checklist for evaluating companies, the distinctions between explorers, developers, and producers, and why producers shine in a bull market. Don also highlights three overlooked mining stocks: 1911 Gold, Talisker Resources, and Jaguar Mining, and discusses the importance of free cash flow for long-term success. Expecting gold corrections, he advises savvy investors to buy during dips.
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Producers Offer Highest Elasticity
- Producers show the highest elasticity to rising gold/silver prices and often lead portfolio returns in a bull market.
- Rising metal prices boost free cash flow, improve balance sheets, and expand valuation multiples for producers.
Use A Ten-Point Producer Checklist
- Use a 10-point checklist to evaluate producers: property quality, location, financing, management, valuation, balance sheet, margins, pipeline, share structure, and risk-reward.
- Seek producers that check most boxes to create an investing edge and require only higher gold/silver prices to win.
Pick Developers With 10x Potential
- For developers, require a strong single project with at least 10x upside and a clear path to production.
- Demand strong location, experienced management, and insider alignment before committing capital.