Mining Stock Daily

Craig Tindale, a private investor and independent analyst focused on mining, critiques neoclassical economic theories for offshoring Western industrial capacity to rivals like China. He discusses the alarming dominance China holds over critical metal refining, crucial for AI and military defense. Tindale emphasizes the high cost of capital in the West as a strategic disadvantage, warns of irreversible industrial decline, and calls for urgent reform to prioritize onshore industrial resilience. He advocates for a pragmatic approach to state capitalism to secure economic sovereignty.

Rob McLeod, CEO of Ascot Resources and a mining executive with deep roots in Stewart, BC, shares the inspiring revival journey of the Premier Gold Mine. He discusses his personal ties to the mine and the vital restructuring efforts that helped avoid bankruptcy, including critical partnerships. McLeod reveals lessons learned from past management's mistakes and outlines future strategies, including upcoming drilling and feasibility studies. Tune in for insights on the promising potential of Red Mountain and local mining history.

Paul Gurney, a senior investment professional at Beacon Securities with expert insights on mining and commodities, joins the discussion to delve into the fluctuating commodities market. He highlights the recent uptick in gold and silver buying despite a price pullback. Gurney explores the critical role of discoveries in boosting explorer valuations and emphasizes the appeal of brownfield over greenfield projects. He also sheds light on the current interest in copper and the challenging economics involved in new mining ventures.

George Salamis, CEO of Integra Resources and experienced mining executive, discusses the recent advancements on the DeLamar gold-silver project. He highlights a positive feasibility study that enhances confidence in the project. A pivotal focus is the Bureau of Land Management's new 15-month permitting timeline, marking a significant change in the federal approval process. Salamis shares insights on financing strategies and emphasizes the need for thorough studies despite the accelerated schedule. Additionally, he touches on upcoming developments at the Florida Canyon project.

Minera Alamos reported impressive Q4 results from its Pan mine complex with over 9,000 ounces produced. Li-FT Power revealed promising lithium drill results from its Yellowknife project. Scorpio Gold is set to acquire the Betty East Property, enhancing its portfolio. Mithril Silver is ramping up exploration at its Copalquin District project. Energy Fuels shared a significant feasibility study for expanding rare earth processing. Orla Mining and Kinross are advancing key construction decisions for their US operations.

Hugh Agro, CEO of Revival Gold, shares insights on the company's Mercur project in Utah, detailing recent drilling results, infrastructure developments, and the importance of water supply for future operations. The discussion also covers the company's strategic plans for the Beartrack-Arnett project and the overall market positioning of Revival Gold as it prepares for a promising year ahead.

Equinox Gold shared production results for Q4 and its full year 2025 along with its 2026 guidance. Integra Resources says its DeLamar heap leach project in Idaho has been selected for inclusion in the United States Federal Permitting Improvement Steering Council FAST-41 Transparency Projects Program. Arizona Sonoran Copper outline their work plan for the Cactus Project in Arizona this year. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Robert Mullin, CIO and Portfolio Manager at Marathon Resource Advisors, sheds light on the decade of underinvestment in the natural resources sector that's shaping the 2026 commodity cycle. He discusses the dramatic drop in capital expenditures and its impact on supply pinch points as global demand rises. Mullin highlights the shift from Western investors to gold buyers and warns of gut-wrenching volatility in the market. He also critiques the unrealistic expectations around Venezuelan oil recovery due to its devastated infrastructure.

Garrett Ainsworth, CEO of District Metals, leads the company's exploration of uranium in Sweden's Alum Shale projects. He discusses the recent lifting of the uranium moratorium, enabling exploration starting in 2026. Ainsworth outlines plans for an updated economic assessment, focusing on uranium alongside vanadium and molybdenum. He emphasizes the importance of community engagement and describes the financial status with a CA$9M treasury. The conversation also highlights potential catalysts like ETF rebalancing and upcoming drilling plans.

Stephen Soock, VP of Investor Relations at Heliostar Metals, reveals exciting plans for the company's future. He shares insights on their 2026 production guidance of 50-55k ounces and the factors affecting costs. Soock discusses the robust exploration strategies at Ana Paula and La Colorado, including a hefty $6.6M budget to enhance project feasibility. He also highlights the untapped potential in the Guerrero belt and plans for drilling that could extend mine life, showcasing Heliostar's promising growth trajectory in the mining sector.