Coeur Mining, Inc

Weber says Coeur has a CRD-style deposit 19 kilometers south of Silver North's Veronica project and frames Veronica as a potential 'spoke' in a hub-and-spoke pattern around Coeur's Silvertip mine.
Weber positions his Haldane size framework so that Hecla, Coeur, or any other silver producer can run the numbers on how many ounces the project could hold.

Silver North's CEO argues brand-new discoveries in Yukon's century-old Keno Hill district show historic silver camps still hide overlooked high-grade veins. Haldane returned 13 meters of 818 grams per ton silver with gold — high grades that can add ounces quickly even in small deposits. Hecla's arrival in the district adds credibility and shared century-old data, and weak drill intercepts can flag high-grade 50 to 100 meters away. At Veronica, the company targets CRD (carbonate replacement) deposits near Coeur's Silvertip mine, using geophysics, soils, and mapping to ground-truth anomalies. Two rigs have drilled since early July with no assays (lab metal analyses) back yet; results from late September into January are the catalyst.

What’s Next for Gold & Silver? Market Analysis With Don Durrett and John Feneck

about 2 months ago

Key Highlights

The guest says Coeur (paired with Teck) was up 12-13% on Aug 19 and calls it a market leader he's been expecting Wall Street to buy 'like candy' on silver-strength days.
He uses the move as confirmation that silver-sensitive senior miners are starting to attract institutional flow.

Don and John call the Aug 19 gold-silver rally seasonal, not yet a structural breakout; HUI is above 800. Bessent's surprise long-end Treasury bid weakened the dollar and sent GDX up 8% and silver up 10%. Miners are starting to outperform the metal — a leading signal that institutional rotation into the sector could be starting. Undervalued producers with growth ahead — Goldgroup, Excellon, Denarius, LaHontan, 1911 Gold — screen as the best risk-reward in this tape. Both analysts are bullish into Q4 2026 and 2027, but the real test is whether capital rotates from equities into miners.

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

2 months ago

Key Highlights

The host pegs Coeur as a current six-bagger upside opportunity in the ongoing gold correction, with gold near $4,300 per ounce
He separately flags Coeur as lacking a near-term growth pipeline, with its silver project described as far off and nothing visible in the next three years

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.

Deep Sea Minerals ($SEAS | $DSEAF) CEO on the Opportunity in Seabed Critical Minerals

3 months ago

Key Highlights

Don Durrett holds up Coeur as evidence of how deep the correction runs, saying it trades an 'insane' distance below its 200-day moving average given the quality of the company.

Deep Sea Minerals plans to harvest polymetallic nodules, seafloor rocks bearing nickel, copper, cobalt and manganese, in the CCZ and Cook Islands. A 1980 US law, revived by a 2025 executive order, gives NOAA a commercial licensing path in international waters outside the ISA. At about a $56 million market cap, the CEO positions the company far below multi-billion-dollar seabed peers TMC and the Odyssey Marine merger. Hosts see gold support at $3,500-$3,850 and silver at $50-$55, with the HUI (gold miners index) down 37% creating buying setups. Near-term catalysts include a NASDAQ uplisting, a Cook Islands license submission, NOAA full compliance, a $50 million shelf, and the Impossible Metals partnership.

AbraSilver Resource – Key Takeaways From The Definitive Feasibility Study and Future Value Drivers

The KE Report

4 months ago

Key Highlights

The guest claims AbraSilver's phase-one production of over 20 million ounces would exceed Coeur's silver output, arguing the large silver producers each mine less than 20 million ounces per year from multiple operations.

AbraSilver's feasibility study confirms a fully permitted, construction-ready silver project with 41.9% IRR and after-tax NPV worth 4.2x its initial capital. AISC (all-in sustaining cost — what it really costs to produce an ounce) of $20 per ounce ranks Diablillos among the world's lowest-cost silver projects. Management says first-phase output of 20 million silver-equivalent ounces a year would make Diablillos the largest primary silver mine globally. A final investment decision is targeted for Q2 2027 with first production before end-2029, and financing news expected by late Q3. The CEO argues the shares trade near half of NAV (net asset value — a project's per-share worth), with heap leach and expansion upside ahead.

BUY THE DIP: Gold & Silver Are Nearing Floors Before Next Huge Climbs

VRIC Media

Gold and silver are experiencing short-term pullbacks that represent buying opportunities before the next major price surge higher. Massive government debt, inflation, and money supply growth are creating a doom loop that will eventually trigger a financial reset. Specific mining equities like Vizsla Silver, Coeur Mining, and Endeavour Silver offer asymmetric upside for investors.

Dr. Robert Quartermain, CEO of Dakota Gold Corp. | Rule Symposium 2026: Rick Rule interviews

Rule Investment Media

Key Highlights

Quartermain notes Richmond Hill sits about 2 miles north of Coeur's Wharf mine, which he says has averaged 90,000 to 100,000 ounces of gold a year across roughly 40 years of operation.
Rick Rule points out Coeur previously held the Maitland ground and did nothing with it before Dakota Gold took it on.

Dakota Gold's Richmond Hill resource stands at 3.5 million ounces, and management targets a prefeasibility study this year backed by about $105 million in cash. High-grade Maitland drilling, 47 intersections averaging 11 grams per tonne over 4 meters, points to a multimillion-ounce underground deposit beside the historic Homestake mine. Guest argues gold near $4,500 an ounce revives mineralization uneconomic at $250, making the underexplored Homestake district worth re-drilling after 30 years. Mostly private land two miles from an operating mine, management says, should ease permitting and shorten the path to a late-2029 production start. Quartermain's playbook: buy known mineralized districts when commodities are out of favor, then let cash flow from one project fund the next.

Don Durrett & John Feneck Explore First Tellurium’s ($FTEL | $FSTTF) PyroDelta Energy Stake

Key Highlights

Don includes Coeur Mining in his nine-stock 'Mormon' group of silver producers he tells viewers to own now, arguing the whole group prints strong cash flow at $200 silver.
He cites Coeur trading under $18 as of the recording (early May 2026) and argues the group is near a bottom, maybe 10% lower at worst.

PyroDelta's thermoelectric generators (solid-state devices that turn waste heat into electricity) need only a 20°C differential and run 24/7. First Tellurium (CSE: FTEL), which management calls the world's only tellurium-focused company, owns 83% of PyroDelta plus a high-grade British Columbia project. Acceptance into DARPA's Lift Challenge (Dayton, Ohio, August 2) brings prize potential and introductions to defense primes and drone-delivery buyers. Durrett argues small silver producers gain huge margin above $200 silver, though he cautions developers take years and often disappoint before paying off. Co-hosts note 131 million shares out with roughly 35% in friendly hands, giving the 11-cent junior room to move on DARPA news.

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

Key Highlights

Durrett names Coeur among the established silver producers that would likely put Blackrock Silver at the very top of their acquisition list.

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.

Newsletter Favorites Sorted by Quality (April 2026)

Key Highlights

detailed

Don Durrett says Coeur now produces about 900,000 ounces of gold versus roughly 700,000 at Pan American Silver, so he expects Coeur to generate more revenue than Pan American.
He notes both sit at about 20 million ounces on his figures, and says it still takes him time to get his head around that reversal.
Coeur is one of two A-rated names on his list but carries a moderate risk label because its balance sheet is not cleaned up yet.
He says once the balance sheet is cleaned up the risk label should move from moderate to 'some'.

Durrett ranks the 89 gold and silver stocks he owns on upside, downside risk, and company quality — a system investors can copy. His 'three-five' score marks a likely five-bagger — a stock he expects could multiply roughly five times from current levels. Only four holdings earn an A, reserved for low costs, clean balance sheets, and consistent execution — Australian mid-tier producers dominate the top. Country risk caps otherwise strong names: West African, Mexican, and Colombian exposure keeps ratings below top marks. He flags likely takeover targets among focused developers and producers still generating free cash flow.

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

Key Highlights

John Feneck recalls SilverCrest as a great success story and a big former holding of his that ended with Coeur Mining taking it over, which he attributes to relentless roadshow promotion by its leadership.

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.

'Never Been More Bullish' - 'Unbelievably CHEAP' Gold & Silver Stocks Set to Rip

Commodity Culture

John Feneck and Don Durrett see massive undervaluation in gold and silver stocks, describing them as unbelievably cheap and set to rip higher. The experts open up their portfolios to reveal top stock picks in the precious metals sector they believe are currently on sale. Discussion covers the macro backdrop for precious metals, geopolitical risks like the Iran war, and specific gold and silver stocks to watch.

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

Key Highlights

Don Durrett says Coeur has nothing in the way of growth, grouping it with the large silver producers that lack a growth pipeline.
He still wants to own the no-growth majors like Coeur because he expects them to do extremely well, and names Coeur, with Hecla, as an incumbent that a USAS-Blackrock combination would join as the third big US silver player.

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.

Newsletter Favorites Upside (using New GSD Defaults)

7 months ago

Key Highlights

The host reacts that Coeur Mining prints as an eight-bagger at $7,000 gold and says it looks great.

Raising default price assumptions to $7,000 gold and $200 silver reflects conviction that current metal prices undershoot the macro setup. Screening 90 favorite miners at those prices prints 20-plus-bagger upside for many, but most need three-to-four-year mine builds first. Near-term producers like Guanajuato Silver need no new growth, so they offer immediate leverage if silver reaches $200. A gold-silver ratio squeeze toward 2.5-3% underpins the $175-200 silver target alongside $7,000 gold within 24-36 months. Timeline to getting paid is the key filter: the longer a mine build, the longer investors must wait for the printed upside.

Newsletter Favorites Overview (Feb 2026)

8 months ago

Key Highlights

detailed

Don says Coeur's silver share drops from about 35% to 25% or less after its new gold deal, effectively turning it into something like Pan American Silver.
He claims Coeur will now produce more gold than Pan American - about 900,000 ounces versus 750,000 - with both producing roughly 20 million ounces of silver.
He notes the company's valuation is based on the gold deal closing, which still needs court approval expected late March or early April 2026.
He points out that with Coeur moving toward gold, few pure silver producers remain, opening space for Hecla and First Majestic with silver investors.

Durrett argues there is limited time left to buy gold and silver producers while they are still cheap, expecting one more significant dip. His Newsletter Favorites list leans on quality Canadian and Australian mid-tier producers, which he expects to re-rate as the bull market warms up. Companies whose second and third projects get no market value offer free upside — you pay for the first asset and get the rest for nothing. Cheap forward free-cash-flow multiples persist in West Africa and among silver producers, where weak sentiment discounts heavy leverage to metal prices. Australian producers like Ramelius reaching major-sized valuations is, in his view, the first sign the junior gold bull market is broadening.

Mike Larson & Doc - The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift

The KE Report

8 months ago

Key Highlights

detailed

The host argues Coeur Mining has emerged as a new senior/major producer after acquiring Silvercrest and New Gold, now targeting roughly 1 million ounces of gold equivalent with a strong balance sheet in current metal prices.
Doc positions Coeur as one of his four core major-producer holdings (alongside Hecla, Silvercorp, and Equinox) to own through the current precious-metals consolidation.
Doc has been adding to Coeur during the pullback, including buying after the price dropped below $4,500 gold, framing it as a name that can monetize a metals turn first.

Mike Larson argues a multi-year rotation from AI tech into precious metals and energy is gaining momentum, supported by central bank buying and supply constraints. Silver's recent spike above $120 and $60 crash resembles past bull-market blow-offs that have historically resolved into sideways bases rather than bear markets. Richard Postma argues major producers with strong balance sheets — including Coeur, Equinox, and Hecla — typically rebound fastest when metals enter a new upleg. Mining stocks tend to recover in stair-step patterns rather than V-shapes, Postma notes, rewarding patient accumulation during consolidations. US and China critical-mineral designations for silver may create a long-term price floor as new legislation moves to support domestic supply.

KER Market QuickTake - Silver at $90! Why Aren’t the Stocks Exploding?

The KE Report

9 months ago

Key Highlights