Alamos Gold Inc

7 days ago 8:36

Key Highlights

The CEO names Alamos as one of Dryden Gold's large shareholders and strategic partners and says it is very happy with the exploration approach.
According to Wasser, Alamos has indicated Dryden does not need to keep drilling at Gold Rock because the outcome there is already understood.

CEO Trey Wasser says Dryden Gold's exit strategy is M&A, so district-scale exploration across 90,000 hectares complements its Gold Rock focus. Grid sampling across the whole property showed high-grade gold, and drilling at Gold Rock has grown three known structures to 15. A fresh intercept of 7.88 grams per tonne gold over 12.7 meters fills the strike gap between Jubilee and Pearl on the Elora structure. Wasser argues gold holding above $4,000 despite rising real interest rates (inflation-adjusted — gold's usual headwind) signals institutional and central bank buying. About 8 million 18-cent warrants from a 2024 raise form Dryden's last overhang, pressuring the stock as exercising holders sell.

Alamos Gold is Building a Canadian Gold Champion

8 days ago 17:06

Key Highlights

McCluskey says Island Gold underground ore is already being routed to the adjacent Magino mill — about 600 of roughly 1,800 tonnes per day as of the interview — with overall recoveries of 96% or better because almost half the gold is caught in that mill's gravity circuit, and throughput is being doubled to 20,000 tonnes a day by twinning the mill.
Exploration is adding ounces across the Island Gold district: drilling below the roughly 1.5-million-ounce high-grade reserve block, about 300,000 ounces delineated in the upper west extension with at least 200,000 more expected before year-end 2026, and a best hole of over 3 metres of true width grading 178 g/t east of the complex. Converting the upper west to reserves and mining it through the open ramp from Q1 could add another 500-1,000 tonnes per day of mill feed, which the CEO says would expand production beyond current forecasts.
Lynn Lake is in full-scale construction with the camp complete and the project on track for completion by Q1 2029: a mill of about 9,000 tonnes per day, starting at roughly 200,000 ounces a year over its first five years within a 27-year study mine life.
Mulatos generated about $230 million of free cash flow in 2025, but the main La Yaqui Grande pit winds down around Q1 2027, so the company is starting underground production in 2027 and building a 2,000-tonne-per-day mill to develop the high-grade sulfide targets it sees as Mulatos' future growth.
With current cash flow the company says it can fund growth and returns at the same time: the dividend was raised in 2026, sizable opportunistic buybacks continued, and all 2026 growth budgets remain on track.

Record gold margins and cash flows let Alamos Gold fund its path to one million annual ounces while raising dividends and buying back stock. Drilling keeps expanding Island Gold, with reserve blocks over 15 grams per tonne and 3-meter hits at 178 grams per tonne. Lynn Lake construction in northern Manitoba stays on track for first production by early 2029, targeting roughly 200,000 ounces annually over a 27-year mine life. Mexico's Mulatos complex, good for about $230 million of free cash flow last year, transitions underground as its main pit ends in early 2027. The guest argues central bank buying reflects gold's monetary role, as Western investors rediscover gold as a hedge against inflation and currency devaluation.

They Explored ONLY 6% and Found a Gold Mine | Sean Roosen - Osisko Gold Group

The Deep Dive

13 days ago 15:31

Key Highlights

On Roosen's market-cap-per-100,000-ounces slide, Alamos Gold is cited as producing about 500,000 ounces a year and trading at a valuation per 100,000 ounces roughly in the same bracket as Lundin Mining (about $5.2 billion).

Osisko Gold Group's Cariboo mine is 22% built and over-financed — $1.7 billion available against C$990 million of remaining capex, first production targeted Q1 2029. Conversion drilling targets 3.6 million ounces already accessed by mine infrastructure, setting up a doubling from 200,000 to 400,000 annual ounces. Only 6% of the 86-kilometre Cariboo trend has been drilled; a $160 million, 30-drill program over two years pushes the resource deeper. Roosen flags two overlooked assets: Sirios' open-pit-scale James Bay discovery and the revenue-producing Tintic project in top-ranked Utah. Roosen expects gold higher on declining US dollar confidence and argues energy suppliers, not tech firms, will win the AI buildout.

Lab Report | Sep 23 Deep Dives on Cambria, Andina, Inventus, Blackrock, and Dryden Gold

20 days ago 1:07:00

Key Highlights

Named in the sentiment read as one of Dryden Gold's key institutional shareholders, alongside Eric Sprott and Robert McEwen; the speaker treats that institutional backing as a good sign for a company he values at roughly C$64 million.

Cambria's Premier infill drilling, which fills gaps between old holes, confirms high-grade continuity; the host values it on restart and dilution risk. Economic grade thresholds move with metal prices: at nearly $7 a pound, half a percent copper now reads as open-pit material. Inventus bulk samples turned a small profit on each of two shipments, an unusual result that understates what full-scale mining could earn. Blackrock Silver is no longer a drill-result story; at a $450 million valuation it is a permitting and development case on private Nevada land. Dryden Gold's discovery has been drilled only in the top few hundred metres, so the host sees depth potential rather than an open pit.

Michael Gentile: Gold Suppression, Bond Markets 'Revolting' & Why Juniors Will Outperform

Palisades Gold Radio

24 days ago 50:46

Key Highlights

Listed by the guest among the major gold producers, alongside Agnico, Barrick and Newmont, that can realistically build only one or two new mines per cycle and so compete to acquire the same tier-one junior assets.

Michael Gentile commits roughly 90% of his net worth to junior miners, treating gold's pullback from $5,500 to $4,000 as a normal consolidation. Juniors at $30-100/oz in the ground sit far below Agnico's $500/oz Rupert Resources deal; outsized returns depend on selecting buildable assets. The guest argues only assets profitable at $2,000-2,500/oz earn major miner interest; projects needing $4,000+ gold rarely get built regardless of cycle. If central banks intervene to cap bond yields, the guest argues this would accelerate gold, since 5% rates already consume 40% of U.S. revenue. Adding to winners rather than trimming them after gains lets junior portfolios compound over time; positions are sized so a single mistake costs only 1-2%.

8 Mining Stocks Our Viewers Asked Us to Review | Sept 14th-18th

The Deep Dive

25 days ago 15:58

Key Highlights

Two seismic events at Young-Davidson in June 2026 damaged infrastructure, cut access to higher-grade stopes, and dropped the stock 17% in a single day.
Full-year 2026 guidance fell to roughly 540,000 ounces, with Young-Davidson now capped near 5,000 tons per day for the rest of the year.
Speaker argues Island Gold, not Young-Davidson, is Alamos's high-grade crown jewel — new June drilling hit multiple high-grade zones there.
The last Argonaut hedges are gone, so Alamos now gets the full upside from gold price moves.
Re-rating depends on Q3 execution: Young-Davidson stabilizing and Island Gold's expansion staying on track.

Host Steve Hyland works through eight viewer-requested names, framing each as a development, execution, or pure exploration story with a clear re-rate trigger. Barrick put 38.5% of 4 Mile into the Nevada JV for $1.95 billion — far below Citi's $10–20 billion range — to clear a default. i-80 Gold is fully funded but slipping: Cove and Granite Creek studies now target Q3, and Archimedes has slid to mid-2027. A US statutory gold revaluation at $4,300 per ounce would unlock roughly $1.1 trillion — effective QE without calling it QE. LaFleur's Beacon mill is past 95% recommissioned, but its first gold pour has slipped from March to year-end 2026, and a new CEO arrived mid-restart.

Dryden Gold Expands Known High-Grade Zones with Deeper Drilling

29 days ago 7:37

Key Highlights

Kolb names Alamos Gold as one of two major strategic investors (the other given as 'Sentara Gold') backing and helping fund Dryden Gold, which she presents as validation of the exploration team.

Dryden Gold's Spyglass target hit 9.4 grams per ton gold at 330 meters depth, nearly doubling the high-grade zone. President Maura Kolb says deep high-grade holes matter because underground mining only pays when grades rise with depth. She sees no geological limit to how deep the system runs, with one to two kilometers possible. Drilling has started at Mud Lake, a second target the company hopes becomes another Gold Rock on a string of pearls. Strategic investments from major producers Centerra Gold and Alamos Gold give the junior explorer funding and third-party validation.

iMetal Resources ($IMR | $IMRFF) Secures $3M Financing as Gowganda West Exploration Moves Forward

Nordic Funds

about 1 month ago 19:49

iMetal Resources closed a $3 million financing on August 18, 2026, with McFarlane Lake Mining taking a 19.9% strategic stake at C$0.10 per unit. CEO Saf Dhillon plans a 2,500-5,000-metre drill program at Gowganda West in the Abitibi Belt, building on a discovery hole of roughly 50m at 0.85 g/t gold. iMetal's flagship sits next to McFarlane's Juby deposit, which the CEO says recently surpassed 5 million ounces in an updated mineral resource estimate. Dhillon argues capital is rotating from geopolitically risky jurisdictions back to tier-one districts like Canada, where majors such as Newmont, Agnico Eagle and IAMGOLD remain active. Beyond gold, iMetal holds a Quebec graphite project with intercepts up to 13% and jumbo flake sizing, positioned as critical-mineral upside.

A $549M BET ON AUSTRALIA | OceanaGold x AusGold

The Deep Dive

about 2 months ago

Key Highlights

Used as the peer benchmark: $14B market cap on 535k oz of guided production = ~$26.1k of market cap per guided ounce, more than 2x OceanaGold's per-ounce multiple
Outlined 46% production growth by 2028, cited as evidence the mid-tier peer pack is not standing still

OceanaGold acquires AusGold for $549M, gaining Katanning — a Western Australia open-pit gold project — as its fifth asset. All-stock deal at a 44% premium to AusGold 20-day VWAP; first gold slips from AusGold 2028 target to 2029. Katanning economics: 10.3-year mine life, 1.2Moz recovered, AISC near $1,590/oz, $354M pre-production capex, 1.1 g/t grade. Value hinges on re-rating from developer 0.4x NAV to producer 0.7x NAV — a ~1.7x lift on identical ounces. OceanaGold trades at ~$11,500 per guided ounce versus Lundin Gold $32,000 and Alamos Gold $26,100 — the gap the deal aims to close.

Lab Report | Aug 20 Deep Dive on Contango Silver & Gold

about 2 months ago 48:48

Key Highlights

One of the host's three remaining mid-tier picks, expected to go over 1 million ounces of production within about a year, at which point he would class it as a major.
Named by the host alongside Agnico as one of his two best picks of early 2024 - a great operator that replaces ounces, grows production, and keeps tight control of margins and free cash flow.
The host calls Contango 'Alamos 2.0' and says he sees elements of young Alamos in it.

Contango eliminated its hedge book near $4,000 gold, restoring shareholders' complete exposure to gold price upside. High-grade projects using a direct shipping ore model — rock sent to existing mills — avoid tailings dams, big capital, and slow permitting. Moncho cash flow from the 70/30 joint venture operated by Kinross self-funds seven drill rigs and Johnson Track roadwork on a 33-million-share count. On the speaker's valuation yardstick of $500 million to $2 billion per 100,000 ounces produced, Contango screens cheap against its project portfolio. Decades of consolidation emptied the mid-tier ranks, leaving few growth producers positioned for the next stage of the gold bull market.

Gold & Silver in Focus: Jurisdiction, Capital & Investor Priorities for 2026 | August 6, 2026

Investor TV

Gold and silver sit at generational highs with structural fundamentals intact; both remain in the early innings of a multi-decade bull market. Junior mining equities have lagged physical metals despite record prices, creating a generational buying window for investors who pick the right teams. Grade and jurisdiction together drive valuation; Nevada, Ontario, Quebec, and Newfoundland command premiums that attract major capital today. Strategic backing by senior producers and funds like Fresnillo, Agnico, Alamos, and Eric Sprott acts as due diligence and signals quality. Capital discipline separates winners: leading juniors put 80 cents of every dollar into the ground and share evidence through steady news flow.

Masterclass: Investing in Gold/Silver Mining Stocks (Part 3)

Don Durrett

Key Highlights

The host pegs Alamos as a current six-bagger upside in his framework but explicitly notes he does not own the stock as of the August 2026 recording
He frames the six-bagger rating as a function of an ongoing correction in gold, which he places near $4,300 per ounce

Don Durrett walks through his producer, developer, and explorer checklists for getting an edge in gold/silver mining stocks. Producers must score 7-9 on his 10-point rubric: long-life flagship mines, clean balance sheets, and at least a 5x bagger at his $7,000 gold. Developers must check all six boxes: NPV at 2x CapEx or better, 25%+ IRR at spot, and at least a 10x bagger to absorb dilution. Explorers shine in bear markets because they are inelastic; buy gold in the ground below 1% of spot and enter early in the Lassonde curve. Specific calls: Alamos Gold and Kenros screen as 6x baggers in the current correction, while Vizsla Silver's NPV runs at 5x its CapEx.

“I Sold My Oil Stocks to Buy These Three Gold Stocks” - Pro Investor David Erfle

MiningStockEducation.com

The guest rotated from oil into three gold-stock buys — Alamos Gold, New Pacific Metals, and Perpetua Resources — after a 30–55% correction. Erfle reads junior miners leading the move: GDX and GDXJ hit their 18-week moving average resistance near $85 and $110 this week. Newmont returned $1.9B of its $2.2B Q2 free cash flow to shareholders — Erfle calls it a 'gun shy' M&A stance after last cycle's deals. Erfle says retail has not arrived: the TSX Venture has stalled near $1,000–$1,100 for 13 years, so the 200% rally has not drawn new buyers.

Dave Erfle – Technical Outlook On PMs, 3 New Gold Stocks In Retirement Acct, 3 JMJ Portfolio Winners

The KE Report

Key Highlights

Dave Erfle says he bought Alamos Gold in his retirement account with oil profits, calling the Young-Davidson mine disruption temporary and the drawdown a chance to buy a good company on bad news.
He frames the stock as a lower-risk mid-tier producer offering a strong entry after the sell-off, a name he missed during the first run-up.
Host Shad Markwitz calls Alamos the king of the mid-tier, arguing the Young-Davidson disruption at an otherwise solid operator amounts to a clearance-sale entry.

Precious metals look to be basing after a normal correction: gold held $4,000 and GDX/GDXJ held weekly support, suggesting the secular bull remains intact. Rising rates historically coincide with gold rallies — the '70s and 2022 onward both saw gold climb while the Fed hiked, countering rate-hike fears. Clearing 90 on GDX and 120 on GDXJ (the gold miner ETFs) would give the all-clear; sentiment and open interest already sit at bear-market lows. Erfle rotated oil profits into Alamos Gold, Perpetua Resources, and New Pacific Metals, buying quality during drawdowns and diversifying across jurisdictions. His top JMJ winners — Montage Gold, AbraSilver, and GoGold — show why management quality, tight share structures, and jurisdiction diversification drive junior returns.

Live Q&A with Rick Rule and Steve Barton

Rule Investment Media

Key Highlights

Rule has restored Alamos Gold from a 5 back to a 4, citing the pullback in the share price and a 'very, very, very nice' project pipeline
He had previously downgraded Alamos from 4 to 5 on price appreciation, but the stock is now only ~20% above last year's levels
Rule discloses he is an Alamos shareholder and a personal friend of CEO John McCloskey for 40 years

Rick Rule frames currency debasement and a structural copper deficit as multi-year themes, and treats the uranium pullback as a buying window rather than a topping signal. Two majors as shareholders of a junior like Founders Metals create real auction tension if a discovery is made, plus adult supervision and a tighter effective float. Rule sizes lithium as a processing-bottleneck story, not a raw-material shortage, and flags direct lithium extraction from oil and gas brines as the long-term threat to hard-rock producers. Abitibi 'orphan' deposits such as Emperor Metals can now monetize via nearby mills, removing the capex bar that once left them undeveloped in past cycles. Rule is constructive on Cameco, Origin Royalties, Alamos, Emperor, B2Gold, and Cheniere; he is cautious on lithium juniors and explicitly refuses to time the uranium market.

Dryden Gold Is Being Built to be Bought

2 months ago 8:09

Key Highlights

Kolb says Alamos Gold contributed to Dryden Gold's most recent raise. No terms, size or stake are disclosed, and the contribution is presented as backing rather than as an acquisition approach.

Two new gold-bearing structures expand a system the guest once thought capped at three, with one high-grade zone matching an earlier find. A second rig chases down-plunge targets, extending the zone deeper, without slowing the pace of shallower drilling. Gold continuity now holds across more than a kilometer of strike even though grade varies, answering earlier doubts about the geology. An open pit would be cheaper and expose the deposit's structure, giving underground planners better data on where high grade sits. Funding raised before the market slump keeps work going, and the guest says several majors are watching a plan to grow toward acquisition.

GoGold Resources ($GGD | $GLGDF): CEO Bradley Langille on Building the Los Ricos Property in Mexico

Investor TV

3 months ago

Key Highlights

Don includes Alamos Gold in the basket of top-tier producers whose shares are down 40% even as they keep generating significant free cash flow.

Los Ricos South targets first pour in 2028, fully funded with $284M cash against $227M capex and no major equity raise. At roughly $12/oz AISC — what it really costs to produce an ounce — Los Ricos South sits in the top decile of global silver developers. CEO Bradley Langille plans parallel tracks: Los Ricos South into production by 2028, Los Ricos North from PEA to permit by Q1 next year. Langille expects Mexico's open-pit permitting to accelerate under President Scheinbaum, who is methodically clearing the inherited backlog of about 100 operational permits. The Parral operating mine plus copper and zinc byproduct sales generate roughly $60M/yr free cashflow to internally fund Los Ricos development.

Mineros ($MSA | $MNSAF) CEO on Growth Story, Investments & 2030 Gold Production Goals

Investor TV

3 months ago

Key Highlights

Named by Don Durrett among the major producers that all print as four-baggers at his $7,000 gold assumption.

Mineros S.A. trades at 0.47 times net asset value (what its mines and cash are worth) despite a tenfold share-price re-rating under Sun Valley control. Sun Valley Investments deployed about $200 million to take control, then doubled silver recovery and lifted gold output 22% through operational fixes. Guidance rose to 240,000 ounces with costs tracking below plan, and the CEO targets 500,000 ounces by 2030 via the Porvenir project and acquisitions. An upsized $175 million buyback and $30 million dividend program return cash, while a strategic gold reserve keeps bullion in company vaults. Analyst Don Durrett argues quality mid-tier gold producers are the sweet spot, and Mineros still offers tenfold upside on his $7,000 gold assumption.

West Red Lake Gold – Q2 Ramp-Up In Operations At The Madsen Mine Demonstrated Higher Gold Production

The KE Report

3 months ago

Key Highlights