Blackrock Silver Corp

The guest holds it as a core position rather than a trade because he sees the project as very economic: a March PEA he calls outstanding and an all-in sustaining cost of $17.44 per silver ounce against silver around $60.
He cites 123 million silver-equivalent ounces on private land in Nevada.
The stock went from $0.65 at his July 14 mention to $1 in August, then round-tripped to $0.63 by the recording date.

John Feneck says the backdrop for gold and silver has never looked better, and he is buying gold equities hand over fist for leverage. He runs a hub and spoke portfolio, holding ETFs like GDX as the core and selling satellite juniors after 200 to 300 percent gains. He expects a 25 basis point Fed hike on December 9, sees gold support at 3,900 to 4,000 dollars and prefers equities over bullion. His picks span BlackRock Silver, the Silver 47 Bunker Hill merger, Triumph Gold, Western Star tungsten and First Phosphate. Gold miners are 0.1 percent of the investable universe, and he sees potential sector rotation when the tech led bull market changes.

Beaver Creek 2026 - Best Stocks

Don Durrett

10 days ago 38:24

Key Highlights

Durrett calls Blackrock the most attractive takeover candidate on the list.
He says Blackrock has offered Bunker Hill about $50 million for Hughes and should make a cash offer once the Silver 47 deal closes.

Gold at $4,100 anchors his buy-the-dip plan: add again below $4,000, and again below $3,700. His Beaver Creek list holds 37 stocks, all rated as tenbaggers (ten-times-plus targets), with seven winners out of ten as the goal. He grades risk-reward by letter and number; near-term producers screen best, while late-stage projects carry more risk. Discovery Silver and Osisko Gold Group lead his Canadian gold picks, and Silver X's 250 million ounce resource lifted the grade. Low insider ownership makes Andean Silver, Talisker and Avino the likeliest takeover targets on his list.

Lab Report | Sep 28 Daily Market Overview & Deep Dive on Banyan, Blackrock, Ashley, and Gladiator

CEO.CA

15 days ago 51:07

Key Highlights

He frames Blackrock Silver as a timing call: roughly fairly valued at a $405 million market cap on a 100 million ounce silver resource, but scarcity of high-grade, low-cost near-term silver projects could re-rate it quickly, and he warns you may pay more later if you wait.
The project sits in the Walker Lane trend practically in Tonopah, Nevada, and the company already has preliminary economics he describes as attractive - high internal rate of return, rapid payback, low cost to production - with an underground bulk sample as the first development step.
Newly acquired ground extends the property onto the other side of the caldera he maps, which he reads as evidence of a possible two-pulse volcanic system and the potential for a second significant deposit beyond the current resource.
He places the company in the development discount window of the Lassonde curve, so the case for holding rests on 8-10 million ounces a year of potential low-cost production, and on the bulk-sample data setting up later phases rather than immediate news flow.

Four junior explorers reported news; the host walks through drill core himself instead of trusting headline intersection numbers. A royalty company funding a junior's financing signals confidence, and nearby road access stretches the Yukon field season. A 60-metre gold intersection can shrink to three narrow veins underground, which is the episode's core geology lesson. He cautions that rushing into a resource estimate and PEA can trigger the development discount before a deposit's limits are known. Macro wrap: rising bond yields compete with non-yielding gold, and he sees precious metals oversold on that trade.

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

CEO.CA

20 days ago 1:07:00

Key Highlights

The speaker places Blackrock Silver in the development-discount window of the Lassonde curve and says it is fairly valued for where it sits today, while arguing the shares are really a near-term production story rather than the long-term option many posters describe.
An over 100 million ounce silver-equivalent resource in Nevada, with management talking about bringing it quickly into near-term production; the speaker notes that because the project sits on private land in Nevada, permitting should move fast.
Drilling at Tonopah West extends silver and gold to the northwest, and CEO Andrew Pollard says the veins appear to be heading toward a mineralized intrusive complex, which the speaker flags as a possible source that could drive a re-rating.
Kilogram-per-tonne silver intercepts recur fairly regularly, which he reads as very valuable rock; at a roughly $450 million valuation investors point to a well-funded cash position and a credible plan covering permitting, hydrology, bulk sampling and possible non-diluted government support.
He cautions that more epithermal vein drilling now has less market-moving power, that a fast track to production is what would add value, and that good results landing in weak markets risk losing their impact.

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.

Eastport Critical Metals ($EVI.V | $EVIIF): Targeting a Large-Scale Copper Opportunity in Botswana

21 days ago 35:20

Key Highlights

John says Blackrock has about 110 million silver-equivalent ounces and notes that both hosts like the stock.
John uses Blackrock as a valuation benchmark, saying Honey Badger has roughly twice its silver-equivalent resource while trading at about half the value.

Eastport's flagship Matsitama spans 1,854 square kilometres, with a 30-kilometre copper soil anomaly guiding geophysics and initial drilling. Semarule's first assay returned 330 metres of continuous rare-earth mineralization, while a central anomaly hole remains pending. Management prioritizes copper while advancing early-stage nickel, uranium, and rare-earth targets, using portfolio flexibility to allocate limited exploration capital. Botswana offers year-round access, established infrastructure, relatively straightforward permitting, and mining laws rooted in English law, according to Major. Major says Eastport holds $2.5 million cash and plans about 5,000 metres across projects, including 2,000 metres at Matsitama.

7 Junior Mining Stocks Our Viewers Asked Us to Review

The Deep Dive

29 days ago 13:40

Key Highlights

The host floats Blackrock Silver as a potential future acquisition target for the new Bunker Hill/Silver 47 entity.
He notes Bunker Hill's combined ~$326M US market cap is currently below Blackrock's trading level, so he does not see Bunker as a near-term acquirer.

Franco-Nevada's $4.3B cash pile likely points to an accretive royalty acquisition rather than more shareholder returns; Metalla is named as a candidate target. Golden Cariboo keeps posting Cariboo-style drill continuity at a $10M market cap, but no resource estimate yet — Osisko Development is the logical eventual buyer. Excellon's Peru pivot hinges on expansion around the past-producing Mallay mine; share count has quadrupled since 2023, highlighting real dilution risk. Bunker Hill's all-share merger with Silver47 (announced August 21) creates a vehicle that, given time, could absorb Blackrock Silver as the next consolidation step. Oroco's banker-CEO hire signals a transaction playbook: Santo Tomás is being groomed for sale to a major, not built into production.

Silver47 Targets Main Vein Extension at the Hughes Project

2 months ago

Key Highlights

The speaker notes Blackrock Silver, which sits adjacent to the Hughes project, has drilled out about 120 million silver equivalent ounces.
Per the guest, Blackrock Silver's drilled resource plus historic Tonopah Mining District production together total roughly 500 million silver equivalent ounces.

Silver47 holds the underexplored eastern half of the Tonopah Mining District, where historic production plus Black Rock Silvers drilling totals roughly 500Moz AgEq (silver-equivalent ounces). Silver47 has drilled ~43-44Moz AgEq at Hughes — about a fifth of Black Rock Silvers post-2020 work — leaving significant drilling ahead. A drill rig is now testing the main vein east of camp, hunting for the eastern Tonopah extension — early signs are encouraging.

Live Q&A with Rick Rule and Steve Barton

Rule Investment Media

2 months ago

Rising price is not the same as rising value; resource cycles typically run years, so time preference matters as much as entry timing. Focused copper producers like Southern Copper deliver more leverage than diversified majors such as BHP or Rio Tinto treat copper as a side business. Resource category confidence (measured and indicated versus inferred) and on-site infrastructure matter as much as headline ounces when comparing deposits. Royalty and streaming businesses reward patient capital over years; the next big deals will likely syndicate into bite-sized opportunities for tertiary players. Asymmetric exploration bets work only when the loss is affordable, with Rule framing NG Energy as a possible ten-bagger against a 30 to 50% loss.

Gold & Silver Miners, Macro Risks, and Investing Strategy | Don Durrett and John Feneck

3 months ago

Key Highlights

John highlights Blackrock Silver as a recent KITGO interview pick by teammate Paul Harris, who called it 'an outstanding project' and noted the stock has fallen from $1.70 to 66 cents.
Don is convinced by management's build-the-asset plan and says BRC could deliver huge upside if execution and an accretive deal land.

Don Durrett calls junior gold and silver miners a once-in-a-generation asymmetric trade — entry prices vanish once gold crosses $5,500–$6,000. He values juniors on a 36-month forward gold/silver price ($7,000 and $200 today) instead of spot, capturing leverage before the metal moves. Build a portfolio pyramid — ETFs and majors form the foundation, junior miners sit on top with capped position sizes near 1% of capital. When the original thesis survives a 40% drawdown, add to the position — averaging down improves blended cost basis and removes emotion. The macro case rests on Fed intervention history from Greenspan through today and ongoing de-dollarization — both push investors into gold.

Silver47 Exploration ($AGA | $AAGAF) on Red Mountain's Critical Mineral Potential & Path to 2027 PEA

3 months ago

Key Highlights

Don argues Blackrock is very undervalued, noting its stock hit $1.70 after a strong PEA before falling to 66 cents US
Don predicts Blackrock and Silver 47's Hughes projects will ultimately be developed together, calling it a waste to build two mills side-by-side
Galen notes Blackrock sits adjacent to Silver 47's Hughes project with roughly 120M silver equivalent ounces drilled out
John says Blackrock's Tonopah project is mostly on private land, a key differentiator
Don proposes a 50/50 JV at Hughes-Tonopah where Blackrock's mill removes capex for Silver 47

A 22-cent EV per ounce on Silver47 Exploration's 246M silver-equivalent ounces screens 2-10x below peers like Blackrock Silver, framing a clear valuation gap. The CEO argues most ounces are inferred, but three high-grade US projects (Red Mountain, Hughes, Mogollon) underpin a 1B-oz aspiration and a 2027 PEA. With $45M Canadian in working capital and four rigs running, Silver47 plans roughly 20,000 meters of 2026 drilling across Alaska, Nevada, and New Mexico. Co-hosts Don Duret and John Fenwick frame a deep correction in US silver developers as a contrarian bottom-fishing setup before a potential second leg up. Near-term producers like 1911 Gold, Denarius, and LaHontan anchor a broader US silver thesis alongside Silver47, all riding a bipartisan critical-mineral policy tailwind.

THESE Gold & Silver Stocks a Screaming BUY - 'More Bullish Than Ever': John Feneck and Don Durrett

Commodity Culture

3 months ago

Key Highlights

Feneck says Blackrock Silver is going into construction next year with production likely the year after, in a US project carrying over 100 million ounces of silver equivalent.
He points to a recently updated PEA showing all-in sustaining costs he describes as extremely low compared with peers in Nevada.
The stock traded at $1.75 on heavy volume at the end of March 2026 and the company said on a call a few days before recording that construction starts next year.
He contrasts that near-term schedule with development stories investors would have to wait five years on.

Durrett frames the metals selloff as a correction, not the end of the gold bull market, which he says only breaks below $3,000. Both guests attribute the drop since March 1st to the Iran war rather than mine fundamentals, and warn of another seasonal dip this fall. Feneck's development picks include Silverco, Blackrock Silver and Silver 47, each trading far below its spring highs on unchanged plans. Durrett's stock lists split by horizon: quality North American producers for a year, developers for three-to-five-year multi-bagger attempts. Feneck is bullish on tungsten equities despite an 8-9x spot price surge, because China supplies about 80% and no ETF or futures market exists.

RPX Gold ($RPX | $RDEXF): A Staged Strategy Toward Gold Production in Ontario

4 months ago

Key Highlights

Don Durrett puts it on his 10-stock dip-buy list: he is underweight and, with silver down from $61, would rather buy lower around $58.
Cited by the hosts as an extreme junior pullback - from a $1.73 US peak to $0.63 at the taping.

RPX Gold's staged plan mines small starter pits and hauls ore to area toll mills (third-party processing plants), funding growth without heavy shareholder dilution. Startup capex sits under $50 million, with roughly $75 million in targeted annual free cash flow to fund drilling and the eventual underground decision. The consolidated property holds a 1.7-million-ounce resource drilled only to about 300 meters along a seven-kilometer gold structure. No on-site mill or tailings means no Environmental Assessment (EA) is required, with management hoping for permits in place by summer 2027. Both analysts frame the June metals break as a normal bull-market correction in which silver falls harder than gold, creating buying windows in juniors.

Honey Badger Silver ($TUF.V | $HBEIF) Acquires Prairie Creek | Don Durrett & John Feneck Interview

4 months ago

Key Highlights

Durrett says Blackrock probably should have been on his buy-the-dip list but that he waited for a better path to production, while still grouping it with Aftermath as one of the large silver deposits he likes.
Williams compares valuations and puts Honey Badger at about one tenth of Blackrock's enterprise value per ounce in the ground.
Durrett says Blackrock at about $0.80 in mid-June 2026 works out to roughly $250 per ounce on 80 million silver ounces, and that adding silver-equivalent grade takes the figure above $1 per ounce.
Feneck presented Blackrock Silver on his silver panel, trading as BRC in Canada and BKRRF in the US.

Chad Williams says Prairie Creek anchors a 650 million ounce silver-equivalent portfolio bought at a deep discount to peers. Prairie Creek is a 1982 mine restart, roughly 95% built, with three miles of underground development and an existing mill. Byproduct credits from zinc, lead, germanium and tungsten could hold Prairie Creek's cash costs far below the silver price. Don Durrett frames the sector as washed out: the HUI gold-miner index sits 26% below its high, yet quality developers trade at fractions of peers. Durrett stays cautious until the company publishes an updated resource estimate, a PEA and a capital cost plan.

Erik Wetterling – Deep Value Developers and Alpha Catalyst Explorers Build An All-Weather Portfolio

The KE Report

4 months ago

Key Highlights

Named with Amex as a higher-grade project whose studies suggest it could suffer a sizable metal price drop and still look good.
He argues market caps like Blackrock Silver's are not pricing current metal prices, at the cost of missing the big ripper years optionality plays provide.

Erik Wetterling argues for an all-weather junior mining portfolio built on company catalysts rather than metal price direction. High-cost producers offer the biggest upside in bull markets but carry the highest bankruptcy risk when sentiment falls. Test whether a project still works at lower prices: NPV (net present value, today's value of future cash flows) versus market cap. Single-project explorers risk a dilution spiral after a missed drill hole, so strong backing and third-party validators matter. Silver equities look discounted: many developers imply a $30 silver price while the metal trades near $70.

America's Next Major Silver Producer?

5 months ago

Key Highlights

The speaker claims Blackrock Silver is on track to become one of the largest silver producers in America.
As of May 2026, he says it is the only silver company in America currently seeking permits and planning to break ground on a new build during the current US administration.
The project sits entirely on private land, so the speaker says the company does not deal with the federal government and changes to US federal permitting were never going to affect it much.
He notes silver was just added to the US critical minerals list and expects the company to benefit from an expanded permitting path.

Silver just joined the U.S. Critical Minerals List (a federal designation of strategically important materials), a policy tailwind for domestic silver projects. Blackrock Silver (TSXV: BRC) says its project sits entirely on private land, so federal permitting shifts barely affect its path. The speaker claims it is the only silver company in America seeking permits and planning to break ground this administration. It is framed as one of America's largest future silver producers, though the clip offers no timeline, grades, or economics.

Don Durrett & John Feneck Interview Blackrock Silver ($BRC | $BKRRF) & Discuss Stock Insights

5 months ago

Key Highlights

Andrew Pollard presented an updated PEA on March 31, 2026: one year of expansion and conversion drilling lifted mine life 42% to 11.2 years despite upsizing the mill from 1,500 to 1,800 tpd, and about a third of ounces are now in the indicated category versus 100% inferred in the 2024 PEA.
The plan targets over 7.1 million ounces of silver-equivalent a year over 11 years at all-in sustaining costs of about $1,744 per ounce, from silver and gold only, with metallurgical recoveries of about 91.5% silver and 96-97% gold.
The project sits entirely on private land, so permitting bypasses NEPA and the BLM and rests with Esmeralda and Nye counties and the state; the first of three key permits arrived in March 2026, with groundbreaking targeted for H2 2027 and nameplate capacity around 2030-2031.
Capex is $190 million including the mill (about $90 million of it for the mill); Pollard cites a 28% IRR at $31 silver and a $1.55 billion US net asset value at $67 silver, while Durrett's bull case at $200 silver makes Blackrock his top silver development takeout candidate.
Momentum is building after Eric Sprott's $7 million and an $8 million co-investment followed the December interview, and a 45-person analyst and institutional site visit just wrapped with six banks that do not yet cover the stock; next catalysts are the two remaining permits and step-out drilling of up to 800 m along the vein sets.

Blackrock Silver's updated PEA (Preliminary Economic Assessment — an early mine study) extends mine life 42% to 11.2 years with $190 million capex. The Nevada project plans 7.1 million silver-equivalent ounces a year at AISC (All-In Sustaining Cost — what it really costs to produce an ounce) near $1,744. Sitting entirely on private land skips federal review; one of three key permits is secured, with groundbreaking targeted for the second half of 2027. Guest Don Durrett sizes potential free cash flow at $750 million to $1.2 billion on $200 silver and calls Blackrock a top takeover target. Hosts also highlight Honey Badger's $11 million purchase of the 400-million-ounce Prairie Creek project from Canadian Zinc, calling it an unusual bargain.

Don Durrett and John Feneck Interview Scorpio Gold ($SGN | $SRCRF) CEO on 50,000 m Drill Program

Key Highlights

Don Durrett argues Blackrock Silver's valuation would be a multiple of today's if it gets its mill under construction by Q1 2029 with gold near $7,000 and silver above $150 in his long-term scenario.
The hosts note they recently interviewed Blackrock Silver, which operates in Nevada not far from Scorpio Gold's project.

Scorpio Gold is fully funded for a 50,000 m Nevada drill program, targeting growth from 740,000 oz toward 2 million oz this year. The CEO frames an eventual sale to a mid-tier as the goal, but says the company is not locked into any path. Grade is the differentiator: holding roughly 1.26 g/t against a 0.6 g/t Nevada open-pit average supports premium margins and strategic value. Durrett argues gold's pullback is a warning that the S&P is overextended, so he would buy junior dips rather than chase. The hosts frame junior mining returns as asymmetric: size positions small, buy capitulation, and only risk what you can afford to lose.

Don Durrett & John Feneck Interview Mayfair Gold ($MFG | $MINE) on Building a Mine in Ontario

Key Highlights

John Feneck argues the market is missing that Blackrock's project sits entirely on private land and holds about 123 million ounces of silver versus the 89 million silver-equivalent ounces in the PEA, with drilling since the PEA adding further upside.
The stock traded around $0.90 US at the time of the interview, after running to $1.07 on April 1 on the positive PEA and a former high near $1.70 US, which he sees as a big pullback.

Mayfair Gold is permitting a 4,800 tonne-per-day starter pit at Fenn-Gib provincially, cutting years off the federal route to first production. Projects under 5,000 tonnes per day permit provincially in Ontario, avoiding a federal review where no new (greenfield) mine has won approval since 2019. Management guides to a sub-$1,200 AISC (All-In Sustaining Cost — the full cost to produce an ounce) and first gold in 2030. Staying small preserves optionality: regional high-grade and underground tonnes can sweeten mill feed (raise average grade) without expanding throughput or new federal permits. Don Durrett favors undervalued, leveraged silver producers while John Fenwick argues war headlines, not fundamentals, gate gold's next move.

Americas Gold and Silver ($USA | $USAS): Silver and Antimony Opportunity in Idaho

Key Highlights

Don Durrett pitches a merger of equals with Blackrock Silver — a project with over 100Moz of high-grade silver (he says over roughly 250 g/t) in Nevada, fast-tracked toward production — arguing it would make Americas Gold and Silver the third big US silver player alongside Hecla and Coeur.
He notes Blackrock is pivoting from explorer to developer but its team, led by a finance-background CEO, lacks mine-building experience, and says that CEO was open to a deal.
Paul Huet responds that it is not a bad idea and that the combination would pair two high-grade silver projects — he puts Galena around 500 g/t — while Durrett adds that Nevada is easy to permit and build.
Eric Sprott holds a Blackrock position and participated heavily in Americas Gold and Silver's last financing, which Durrett says sets the two up to discuss the idea.

CEO Paul Andre Huet says the turnaround is on track: silver output stepped up 50% and targets a 3.6 million ounce run rate by year end. Huet reports Galena's measured and indicated resource — the higher-confidence categories — rose 19%, with grades up 21%, past 200 million silver ounces. Huet describes a US Antimony joint venture that turns previously penalized antimony into revenue, with an Idaho plant backed by price protection. Don Durrett frames gold and the S&P 500 as a 'final battle' gold will win, urging investors to stay invested and buy dips. With about $130 million US in cash and no planned equity raise, management says drilling at Galena, Crescent, and Cosala will be funded from operations.

Blackrock Silver Lets Be Realistic On This PEA

The Deep Dive