FULL DISCLOSURE: Canacom Group is long the equity of Blue Jay Gold. In this conversation with Geordie Mark, CEO of Blue Jay Gold (TSXV: JAY), we discuss why he still sees the broader gold thesis as intact, how producers are shifting from margin expansion toward production growth, and why that could become a major tailwind […]
The post The Gold Trade Is Shifting From Margins to Growth | Geordie…
CopAur Minerals’ (TSXV: CPAU) latest PEA for the Kinsley Mountain project is not your typical gold study. On the surface, the base case economics look underwhelming. But once you dig deeper, the strategy becomes much clearer: build a small, simple oxide heap leach operation first, generate cash flow, and use that platform to unlock the […]
The post CopAur Minerals – This PEA Has A Mine Life of…
In this conversation with Frank Basa, CEO of Nord Precious Metals Mining Inc. (TSXV: NTH), we discuss where the company stands in Ontario’s new recovery permit process, why the recent Gowganda tailings acquisition could materially change the scale of the opportunity, and how higher silver prices are reshaping the economics of both tailings reprocessing and the hard rock potential underneath.
The…
In this conversation with Michael Williams, Chairman of Aftermath Silver Ltd. (TSXV: AAG), we discuss the current silver market, why Michael believes the recent pullback is part of a healthy consolidation, and why he remains confident in the broader silver setup. Michael breaks down Aftermath’s Berenguela project, including its 224 million ounces of measured and […]
The post Silver at $75, and…
In this conversation with Kimberly Ann, CEO of Lahontan Gold Corp. (TSXV: LG), we discuss the renewed excitement in the junior gold market, why investors are starting to come back into the sector, and why Kimberly believes the industry is still in the early stages of a major cycle. Kimberly breaks down Lahontan’s Nevada-focused gold […]
The post This Nevada Gold Mine Could Be Back in Production…
In this conversation with Terry Lynch, CEO of Power Metallic Mines Inc. (TSXV: PNPN), we discuss the current state of Canada’s junior markets, why capital formation remains a major issue, and how gold continues to influence investor appetite across the broader resource sector.
The post The Highest-Grade Copper-PGM Discovery in the World? | Terry Lynch – Power Metallic appeared first on the deep…
In this conversation with Saf Dhillon, President & CEO of Questcorp Mining Inc. (CSE: QQQ), we discuss the current junior mining market, why investors have become more selective, and what it takes for a smaller exploration company to stand out in a stronger gold environment.
The post A Small Gold Explorer With a Big Mexico Hit | Saf Dhillon – Questcorp appeared first on the deep dive.
SSR Mining (TSX: SSRM) has exited its Hod Maden gold-copper project in Turkey, converting its 20% equity interest into a 4% net smelter return royalty after spending roughly $243 million on the asset. In this breakdown, we look at why the deal happened, how the 2024 Çöpler mine disaster damaged SSR’s position in Turkey, and […]
The post SSR Mining Walks Away From a World Class Gold-Copper…
In this conversation with Jesse Day of Commodity Culture, we discuss what he sees as the deeper problems facing Canada, why more people are reaching a breaking point on cost of living and immigration, and why he believes the country’s decline is more structural than political. Jesse explains why he thinks real change would take […]
The post Why More Canadians Are Starting to Think About Leaving…
In this conversation with Kenneth MacLeod, President & CEO of Sonoro Gold Corp. (TSXV: SGO), we discuss the improved junior gold market, Sonoro’s recent financings, and why the company is moving ahead with drilling while it continues to wait for environmental permit approval in Mexico.
The post Instead of Waiting, This Gold Developer Went Bigger | Kenneth McLeod – Sonoro Gold appeared first on…
In this conversation with John-Mark Staude, President & CEO of Riverside Resources Inc. (TSXV: RRI), we discuss gold’s current setup, why John-Mark believes the market is no longer in a winter, and how Riverside is using this window to launch new companies and unlock value for shareholders.
The post Why This Gold Company Keeps Spinning Out Assets | John-Mark Staude – Riverside Resources appeared…
In this conversation with Kevin Bullock, President & CEO of NexGold Mining Corp. (TSXV: NEXG), we discuss why he believes the junior gold market is entering a transition point, with investors starting to move down from senior and mid-tier producers into developers. Kevin breaks down NexGold’s plan to become a mid-tier Canadian gold producer, starting […]
The post Could This Be Canada’s Next…
In this conversation with Galen McNamara, CEO of Silver47 Exploration Corp. (TSXV: AGA), we discuss the wild move in silver, why current prices could dramatically change the profitability of silver miners, and why Galen believes U.S.-based silver resources are becoming increasingly rare.
The post Silver at $75 and Why U.S. Silver Ounces Are Getting Hard to Find | Galen McNamara – Silver47…
In this conversation with Mike Bennett, CEO of Altamira Gold Corp. (TSXV: ALTA), we discuss how today’s gold price is changing the way juniors think about grade, economics, and building value through exploration.
The post Higher Gold Prices Are Changing What Counts as a Real Discovery | Mike Bennett – Altamira Gold appeared first on the deep dive.
In this conversation with Craig Hemke of TF Metals Report, we discuss why gold and silver have held up far better than many expected despite inflation pressure, rising oil, and central banks being trapped between a weak economy and higher rates. Craig explains why he believes negative real interest rates remain the key driver for […]
The post Why Silver Still Hasn’t Seen the Real Mania | Craig…
In this conversation with Greg Ferron, President and CEO of PTX Metals Inc. (TSXV: PTX), we discuss why copper has broken above $6, why the market may need a much higher price to bring new supply online, and how investor interest in battery metals and critical minerals has started to return.
The post Why Copper Needs a Much Higher Price to Fix the Supply Problem | Greg Ferron – PTX Metals…
In this conversation with Regan Isenor, President and CEO of Sylla Gold Corp. (TSXV: SYG), we discuss why he still sees room for gold to move higher, why margins remain strong in this price environment, and how that changes the way juniors think about building value. He also walks through Sylla’s Niaouleni project in southern […]
The post This Gold Junior Is Sitting Next to a 3 Million Ounce…
Equinox Gold (TSX: EQX) and Orla Mining (TSX: OLA) are set to combine in a major all-stock deal that will create a new senior gold producer with expected 2026 output of roughly 1.1 million ounces. More importantly, the combined company will control a deep pipeline of growth projects and a production base that could push […]
The post A New Gold Giant Is About to Be Born! | Equinox Gold x Orla…
In this conversation with Shaun Heinrichs, President and CEO of 1911 Gold Corporation (TSXV: AUMB) we discuss why he still sees the long-term bull case for gold as intact, how today’s margins are changing the conversation around near-term developers, and why 1911 Gold is now fully focused on restarting its asset and getting into cash […]
The post This Gold Restart Story Could Be Moving Faster…
First Majestic Silver (TSX: AG) (NYSE: AG) just delivered another massive quarter, with record revenue, a surging treasury, and one of the strongest free cash flow performances in the company’s history.
The post First Majestic Q1 Earnings: A Bang Up Quarter appeared first on the deep dive.
In this conversation with Colin Joudrie, President & CEO of Selkirk Copper Mines Inc. (TSXV: SCMI), we discuss why he believes copper’s current strength looks more structural than temporary
The post Copper’s Structural Shortage May Be Here to Stay | Colin Joudrie – Selkirk Copper appeared first on the deep dive.
Barrick Mining’s (TSX: ABX) first quarter looked strong at first glance, especially compared to a year ago. Revenue jumped, earnings climbed, free cash flow stayed strong, and the company kept building its cash position. But the real story changes when you compare these results to the previous quarter, where production, sales, and several key financial […]
The post Why Barrick’s “Strong” Quarter…
In this conversation with Craig Parry, Co-Founder & Chairman of Inventa Capital, we discuss why he believes copper could still be heading dramatically higher, what the market is missing about long-term supply, and why years of underinvestment, permitting delays, and aging mines may be setting up a much bigger price response than most investors expect. […]
The post Why Copper Could Be Heading to…
In this conversation with Shawn Khunkhun, President of Contango Silver & Gold Inc. (TSX: CTGO), we discuss why he sees the recent pullback in gold and silver as healthy, what technical levels he is watching next, and why he thinks another leg higher in precious metals could come sooner than many investors expect. Shawn explains […]
The post Gold and Silver May Be Ready for Another Run | Shawn…
In this conversation with Arturo Préstamo, Chairman and CEO of Santacruz Silver Mining (TSXV: SCZ), we discuss why he remains bullish on silver, why another year of market deficit matters, and how Santacruz is positioning itself after a difficult 2025. Arturo explains why Bolivar is recovering from the flooding issues, why Q2 and Q3 should […]
The post Silver Is Strong Again, and This Producer…
Agnico Eagle Gold (TSX: AEM) has quietly made one of the most surprising moves in the critical minerals space, stepping into the igneous phosphate sector through Avenir Minerals’ acquisition of Fox River Resources. At a time when Western governments are scrambling to secure supply chains for strategic materials, this deal signals that majors are starting […]
The post Gold Giant Agnico Eagle…
In this conversation with Glenn Jessome, CEO of Silver Tiger Metals Inc. (TSXV: SLVR), we discuss why he believes the current pause in silver and gold is temporary, why he sees the Middle East and oil trade as the main force holding precious metals back right now, and why he thinks that flips the moment […]
The post We’re In for a Long Silver Bull Run! | Glenn Jessome – Silver Tiger Metals…
Agnico Eagle (TSX: AEM) just posted another record quarter, with gold prices driving massive earnings, stronger EBITDA, and a growing cash pile. But despite the strength of the business, the stock has pulled back sharply from its highs, leaving investors to ask a simple question: if the company is performing this well, why is the […]
The post Agnico Q1 Earnings Results Overshadowed By A Sinking…
Newmont (NYSE: NEM) just delivered a quarter that most companies can only dream about, generating a staggering $3.1 billion in free cash flow in Q1 alone. That is roughly a billion dollars a month, driven by a much higher gold price and a portfolio that is now more focused on top-tier assets. Yet despite the […]
The post Newmont Q1 Earnings: A Billion In Free Cash Flow… A Month! appeared first…
In this conversation with Rudi Fronk, Chair & CEO of Seabridge Gold Inc. (TSX: SEA), we discuss why KSM has become even bigger in gold and copper, why today’s metal prices may actually make a partnership easier rather than harder, and how close Seabridge may be to securing the major mining partner needed to move […]
The post The Biggest Undeveloped Gold Project Still Needs One Thing | Rudi Fronk…