Mining Stock Daily

Hugh Agro, CEO of Revival Gold, discusses consolidating the Mercur Gold Project in Utah and advancing Beartrack-Arnett in Idaho. He covers newly acquired land, state mineral leases, private-land permitting advantages, and the path to a 2028 production decision. The conversation also explores 2027 financing plans, potential debt and royalty structures, and Idaho’s growing exploration activity.

Brock Colterjohn, President and CEO of Onyx Gold, discusses the company’s 110,000-meter drilling campaign in Timmins, Ontario. He covers the expanding 2.6-kilometer Argus Gold Trend, open-pit and underground potential, the emerging Flipper Zone, and plans for a maiden resource. The conversation also explores another major drill program, financing, and Onyx’s strategic Yukon land holdings.

Zach Flood, CEO of Kenorland Minerals, discusses the company’s C$16.3 million financing and Franco-Nevada’s strategic investment. They explore the Frotet royalty, high-grade drilling and potential underground development, plus partner-funded work at South Uchi, West Wabigoon and Flora. Flood also outlines Kenorland’s project-generation model, new partnerships and plans to expand its grassroots exploration portfolio.

Aaron Schutt, CEO of Alaska Silver, leads exploration and development at the Illinois Creek district in western Alaska. He discusses the company’s 9,500-meter drill program, promising ground west of Waterpump Creek, and pending assays. Other topics include improving silver recovery, infrastructure and permitting, a potential economic assessment, gallium development, and federal support for critical minerals.

Chad Peters, CEO of Nevada-focused explorer Ridgeline Minerals, discusses delayed drilling and the search for scale at the Selena massive sulfide project. He explores South32’s earn-in options, Ridgeline’s cash-rich valuation disconnect, high-grade silver potential at Big Blue, M&A prospects, and the possible monetization of the company’s Spartan Metals stake.

Gold and copper slide to multi-month lows as inflation boosts yields and the dollar. Altius expands its royalty portfolio with a $122 million TNR Gold deal, while Lithium Americas raises Thacker Pass costs by 31%. High-grade copper results emerge from Magna’s Levack project, Montage pours first gold at Koné ahead of schedule, and Omai reports strong Wenot intercepts.

Isaac Maresky, CEO of Chile-focused explorer Gold Hart Copper, discusses acquiring the historic Copioso copper-gold mine through Chile’s claims process. He outlines intriguing historical mineralization estimates, planned geophysics, mapping and potential drilling, plus exploration at the Nessa complex and Manto-Cobre. The conversation also covers partnership opportunities for the company’s Vicuña district assets.

David Stewart, Mining Americas’ corporate development and capital markets executive, outlines an ambitious North American gold expansion. He discusses Copperstone construction in Arizona, early work at Gold Rock in Nevada, Cerro de Oro’s permitting and feasibility path in Mexico, and renewed options at Santana. The conversation also covers funding growth, limiting dilution, and potential 2027 catalysts.

Leif Nilsson, CEO of Canadian explorer Surge Copper, discusses advancing the Berg copper-molybdenum project in British Columbia. Topics include its environmental assessment, First Nations relationships, shifting provincial politics, and results from a major drilling program. He also explores silver recovery potential, the project’s substantial construction funding needs, and financing, partnership, and M&A possibilities.

Tyler Cole, Liberty Gold’s Vice President of Project Development, discusses Black Pine in Idaho after its feasibility study. He covers its 60% IRR, $411 million initial capital, debt-led financing plans, and remarkably fast heap-leach recovery. Cole also highlights resource expansion drilling, permitting under FAST-41, team-building, and the company’s ambition to construct Black Pine and become a mid-tier gold producer.