Mining Stock Daily

Ryan Hanley, Major Drilling’s Director of Capital Markets and a former mining equity researcher, offers a contractor’s-eye view of the exploration boom. They discuss rising producer budgets, junior financing delays, deep and technically demanding drilling, skilled-labor shortages, and new exploration hotspots from Argentina to Saudi Arabia. They also examine why major producers are backing juniors and what distinguishes stronger exploration companies.

Daniel Major, CEO of Eastport Critical Metals, leads a diversified Botswana exploration portfolio. He discusses copper potential at Matsitama, large rare earth mineralization at Semarule, and targets spanning nickel, uranium, gold, and more. Major also outlines upcoming geophysics, drilling, metallurgy, resource expansion, and possible project spinouts over the next 12 months.

Markets reel after a surprising inflation reading, while a preliminary agreement averts a strike at the world’s largest copper mine. Brunswick Exploration reports a lengthy spodumene intercept, New Found Gold begins production, and Gold Hart acquires a Chilean copper-gold property. Jaguar Mining boosts output, while Tectonic Metals drills broad gold zones in Alaska.

John Swallow, President and CEO of Idaho Strategic Resources, leads a production-backed mining company focused on gold and critical minerals. He discusses Golden Chest expansion, Paymaster development, longhole stoping, and the path to 20,000 ounces annually. He also covers funding exploration from mine cash flow, the new Murray Mill, domestic yttrium potential, and upcoming copper, gold, and rare earth catalysts.

Alex Walcott, CEO of mineral explorer Evergold and a geophysicist, discusses Golden Lion in British Columbia’s Toodoggone district. Topics include high-grade gold-silver intercepts, the northeast-dipping GL1 zone, possible stacked mineralized lenses, and pending drill results. He also explores Copper King’s copper potential, geophysics, regional comparisons, financing, and upcoming news.

Copper Giant unveils a major expansion at Colombia’s Mocoa copper-molybdenum-gold project. The briefing also covers standout gold drill results from Scorpio Gold, Gold X2, and Firefox Gold, plus Tudor Gold’s expanding Perfect Storm zone. Yukon Metals identifies a new porphyry target, while Brixton reports high-grade gold, copper, and silver samples from a newly discovered vein.

Alan Carter, President and CEO of Cabral Gold and a veteran Brazilian gold explorer, discusses Cuiú Cuiú’s planned commercial production, heap-leach performance, and a potential throughput doubling. He explores the Tapajós province’s district-scale opportunity, aggressive drilling across 50 targets, permitting progress, expansion economics, and an upcoming resource update spanning six deposits.

Fred Bell, mining finance executive and CEO of Elemental Royalties, discusses the company’s $290 million acquisition from Orion Mine Finance and its Vizsla Silver deal at Panuco. He highlights the Karoussa gold and Ruby Hill silver streams, Ruby Hill’s growth potential, faster deal-making, and the value of partnering with proven mine builders. Bell also outlines Elemental’s ambitions to become a leading mid-tier royalty and streaming company.

George Salamis, a mining executive with over 30 years of industry experience, discusses Integra Resources’ growth plans. He covers Florida Canyon’s costly 2026 transition, rising production targets, fleet upgrades and exploration that could extend mine life. He also explores high-grade drilling, open-pit expansion potential and growing lender interest in financing the DeLamar project ahead of a possible 2027 permitting decision.

SSR Mining plans to acquire Roxmore Resources and its Converse Gold Project. Equinox Gold reports strong quarterly production, while Integra advances financing and development at DeLamar. Collective Mining expands Apollo with a new silver-tungsten-copper mineralization style. Updates also cover drilling at District Metals’ Viken Property, Helios Star Metals’ environmental studies, and Mining Americas’ Pan mine guidance.