Mining Stock Daily

Michael Green, Chief Strategist at Simplify Asset Management and a vocal critic of passive investing, discusses the systemic risks it poses to market equity structures. He highlights how passive flows distort valuations, favoring large caps and exacerbating market bifurcation. Green argues that the current gold rally reflects a flight from systemic risk rather than mere inflation concerns. He also cautions about the dangers of leveraged ETFs, emphasizing the lack of accountability for financial excesses and the implications of geopolitical shifts on U.S. hegemony.

Isaac Maresky, CEO of Gold Hart Copper, shares insights on the exploration projects at Tolita and Nessa in Chile. He discusses the imminent restart of drilling at Tolita, driven by promising geophysical survey results and the discovery of unknown mine workings at Nessa. Maresky reveals plans to drill deeper than before and highlights the potential for significant mineralization. With $5.5 million in hand, he elaborates on their financing strategy and the timeline for approaching key milestones in their exploration efforts.

Luke Alexander, CEO of Newcore Gold, shares exciting developments from the Enchi Gold Project in Ghana. He discusses a significant expansion of the drill program to 45,000 meters, driven by warrant exercises, and focuses on resource conversion ahead of the Preliminary Feasibility Study. Deep drilling aims to uncover high-grade feeder zones, with a target of converting around 550,000 ounces into indicated resources. Luke highlights the strategic prioritization of drilling and the potential for substantial resource growth, showcasing the company's commitment to exploration.

Zayn Kalyan, CEO of Scorpio Gold, shares insights into their ambitious exploration of the Manhattan Gold District in Nevada. He details the exciting phase two drilling program aiming for 50,000 meters and the goal of reaching 2 million ounces of high-grade resources. Kalyan also emphasizes the importance of upgrading historic resources and discusses the strategic consolidation of their land package. With a strong financial position, he highlights the company's potential and plans to further de-risk their projects, making it a noteworthy investment opportunity.

Brodie Sutherland, CEO of Tocvan Ventures, dives into the exciting developments at the Gran Pilar gold-silver project in Sonora, Mexico. He discusses the mobilization of drilling equipment and upcoming trenching activities as they gear up for pilot mining. Brodie highlights the strategic drilling in the South Block, recent notable results, and the innovative heap-leach design for high recoveries. He also touches on the permitting landscape, emphasizing local efficiency versus broader challenges, and shares insights on the company’s ambitious exploration plans.

Magna Mining reveals impressive drill results from their Levack Mine, showcasing high-grade copper, nickel, and PGMs. Sierra Madre begins a major exploration program at Guitarra, with a significant drilling push ahead. Integra Resources publishes solid Q3 production numbers, while G Mining greenlights full construction for the Oko West project. Tocvan Ventures uncovers new mineralized targets at Gran Pilar, and Minera Alamos announces key management changes combined with new financing plans.

Jonathan Richards, CEO of King Copper Discovery, dives into the exciting Colquemayo Project in southern Peru. He discusses the company's evolution from Turmalina Metals and highlights the strategic financing and expert team behind their exploration efforts. Listeners learn about Colquemayo's impressive drill history, plans for extensive core relogging, and the anticipated 2026 drilling program targeting high-grade porphyry. Jonathan also shares insights on market interest and the crucial steps toward securing necessary permits.

Terry Harbort, CEO of Talisker Resources, shares exciting updates on the Bralorne project and recent $20M financing. He discusses the challenges and successes in the production ramp-up, particularly emphasizing current tonnage and equipment upgrades. Harbort details the positive drilling results that indicate strong resource continuity, as well as the strategic reasons behind raising capital early. With ambitious goals for the Mustang and Olympus projects, he highlights key milestones and the importance of consistent progress amidst favorable gold prices.

This briefing dives into exciting exploration results from several companies. Onyx Gold showcases impressive drill results at the Argus North Zone. Hercules Metals reveals notable copper-molybdenum-silver intercepts at Leviathan. Cabral Gold's drilling hits high grades at Pau de Morena, while McEwen Mining uncovers wide gold intervals at Windfall. Scorpio Gold kicks off an ambitious Phase II drilling program at Manhattan, signaling a busy period ahead for the mining sector.

Michael Howell, founder of CrossBorder Capital and renowned for his insights on liquidity and monetary policy, dives into the escalating global 'Capital War.' He discusses China's aggressive strategies to challenge U.S. dollar dominance, including substantial gold accumulation to bolster currency trust. Howell predicts a potential surge in gold prices due to the U.S. structural deficit and explores the implications of debt monetization for both nations. He also highlights the role of stablecoins in geopolitical strategies, urging investors to consider commodities as a viable asset class.