Mining Stock Daily

Florian Grummes, a precious metals analyst with 30 years of experience, and John Feneck, a former finance professional turned consultant for junior mining companies, share fascinating insights from the Zurich Summit. They discuss how recent political events have created buying opportunities in gold. Florian highlights a bullish forecast for silver, predicting a significant breakout. Both guests emphasize the importance of selective investments in the junior mining sector and discuss macroeconomic trends that could influence market dynamics.

Tim Warman, CEO of Fuerte Metals, shares insights on the company's recent acquisition of the Coffee gold project in Yukon from Newmont. He explains the reasons behind the purchase, emphasizing Coffee's high-grade open-pit economics. The discussion covers Fuerte's community engagement strategies, particularly with local First Nations, and their plans for a successful drilling program to enhance resource estimates. Warman also outlines the company's path to feasibility and permitting, aiming for a construction decision by 2027.

Ivan Bebek, a mining executive and project lead at Coppernico Metals, dives into the exciting developments at the Sombrero project in Peru. He discusses a strategic land expansion that covers 2,400 hectares, revealing significant drilling updates and new targets. Ivan emphasizes the potential of a three-kilometer porphyry target and outlines plans for geophysical surveys. He also reflects on the challenges faced in exploration, the importance of data in decision-making, and the optimism surrounding high-quality copper outputs. Tune in for insider insights!

Tim Crossley, CEO of Adyton Resources, takes us deep into Papua New Guinea's mineral exploration landscape. He highlights the promising 1.46Moz gold-copper asset at Feni Island and the company's plans for aggressive drilling. Crossley elaborates on discovering an underlying porphyry system and the complexities of community engagement in PNG. He also discusses the strategic choice of listing on the TSXV and the perceived risks tied to landowner relations. Expect news of assay results and updates that could reshape their market valuation!

Kit Marrs, a representative of Alaska Silver, discusses their groundbreaking Silver Sage discovery at the Illinois Creek CRD project. He delves into the team's innovative use of soil anomalies and trenching that led to the find. The conversation covers the challenges faced during SEC registration and the impact on public updates. With a significant $13.8M in financing, Marrs shares ambitious drilling plans for 2026. He also reviews the strong potential of Alaska's mining jurisdiction and touches on the importance of critical minerals like gallium.

Elemental Altus has merged with EMX Royalty, forming Elemental Royalty Corporation backed by a $100M investment from Tether. Vizsla Copper is set to enhance its critical-minerals strategy with the acquisition of Constantine Metal Resources. Banyan Gold continues to impress with strong gold drill results, showcasing near-surface mineralization. Americas Gold and Silver has acquired the Crescent Mine, unlocking significant silver potential. Gold X2 Mining reveals promising results from its Moss Gold Project, hinting at improved economic prospects.

Jorge Ramiro Monroy, Lead Director of Sierra Madre Gold & Silver, explains the company’s ambitious production expansion plans targeting a tripling of output by 2027. He discusses how a recent $3.5M financing supports exploration in Mexico’s promising districts. Jorge contrasts investor behaviors between Europe and North America, noting the former’s focus on fundamentals. Also on the agenda are improvements in the Mexican permitting climate and the potential for significant cash flow as silver prices rise.

Tony Giardini, CEO of Trilogy Metals, shares exciting updates from the Zurich Precious Metals Summit. He discusses the recent approval of the Ambler Access Road, a key development in the Ambler Mining District, along with the Department of Defense's $36 million equity stake in his company. Giardini outlines the de-risking of the project and the strategic alignment with partner South32. He explains the importance of U.S. government support for domestic supply and how these developments have positively impacted market reactions.

Nolan Peterson, CEO of Atlas Salt, brings an engineering and finance background to the forefront as he unravels the Great Atlantic Salt Project in Newfoundland. He discusses the benefits of salt mining being recession-proof and highlights its billion-tonne resources. Nolan dives into the project's shallow, high-grade deposits and proximity to a deep-water port that boosts market access. He also outlines the upcoming construction plans, expected cash flows, and efforts to educate investors on the salt industry's stability and potential.

Michael Konnert, CEO of Vizsla Silver, shares insights on their recent Feasibility Study for the Panuco project, which showcases impressive financial metrics, including a staggering After-Tax NPV of $1.8 billion and an IRR of 111%. He highlights design choices that ensure profitability even in fluctuating metal prices. Konnert discusses expansion potential, reserves, and their robust team poised to transition from exploration to mine development, all while maintaining financial stability without any overhang.