Mining Stock Daily

Neil Ringdahl, a mining engineer and market commentator, shares his insights on current metal markets. He dissects the recent $1B sale of the Hemlo gold mine and assesses its valuation. Neil explains how soaring metal prices affect mining operations, often raising costs along with profits. He also highlights the tight copper market and the impact of the Grasberg mine disaster on supply. Neil reveals his preference for established, cash-flowing mining companies over speculative ventures, emphasizing long-term investment strategies.

This briefing covers leadership changes at Barrick and Newmont, sparking intrigue about their market impact. Sterling Metals uncovers a promising copper-gold zone in Ontario, while Golden Cross announces exciting drill results from Reedy Creek. Q2 Metals showcases impressive lithium intercepts at Cisco, and Nucor Gold boosts its funds through warrant exercises. Additionally, Rio2 takes a strategic 15% stake in Royal Road, signaling potential growth.

Paulo Macro, a macro-focused commentator and newsletter writer, returns to discuss the tumultuous economic landscape. He explores how gold’s rise is a reaction to currency debasement and loss of confidence in public institutions. Drawing parallels to the 1929 market crash, he emphasizes the cyclical nature of financial memory. The conversation highlights significant supply disruptions in copper and uranium, how major investors overlook these issues, and reflects on the implications of U.S. government equity stakes in resource firms.

This week, Kingfisher Metals published news that it has identified a new porphyry copper system below the Hank epithermal gold-silver system at the HWY-37 project. CEO Dustin Perry discusses the findings from the core as assays remain pending at this time.

Joaquin Marias, CEO of Argenta Silver, provides his corporate commentary on the new drill results out this week from the El Quevar Project in the Salta Province of Argentina. Step-out drilling returned 545 g/t Ag over 43.2. The company also tested the new Atenea target to the north and found promising results.

There are new drill results out of British Columbia from both Scottie Resources and American Eagle Gold. Canada Nickel published new drill results from its Midlothian Property. NGEx shared their 2025 exploration strategy. Gunnison Copper sold its first copper cathode.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 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

Hedgefund Telemtry's Thomas Thornton joined MSD today for some general market commentary. Tommy discuss the gold move and how he's seeing the charts today as the market provides a little bit of a pullback.

Cartier Resources announced the first batch of results from Contact Sector and more precisely, the North Contact Zone (NCZ), from the fully funded 100,000-m drilling program at the Cadillac Project in the Abitibi of Quebec. CEO Philippe Cloutier provides his commentary on the results and shines some insights into how the new data is being implemented in its AI application for further targeting.

We connect with Mike Konnert of Vizsla Silver to discuss the latest financing package from Macquarie Bank for a senior secured project finance facility of up to US$220 million to fund the construction and development of the high-grade underground Panuco silver-gold project in Sinaloa, Mexico. We discuss the timing of this as the company continues its test mining work at site. Mike also shares insights into the work happening for the upcoming PFS later this year.

Ben Pullinger of ATEX Resources joined MSD to discuss the updated mineral resource estimate for the Valeriano Project in Chile, which now includes the mineralization from the latest addition of the B2B Zone. The company also announced a new surface rights agreement surrounding the project. Ben talks about the importance of this agreement and what it means for the continued development.