Discovery Silver Corp

10 days ago 38:24

Key Highlights

Durrett and Osisko Gold Group are, in his words, his two favourite gold plays in Canada, and he argues Canada should attract rating premiums.
He says the rumour at Beaver Creek was that permits for Cordero are next in line and could arrive as soon as the fourth quarter.
He expects a roughly two-year build at Cordero that is large and generates a lot of free cash flow, calling it a turning point for the company.
He keeps Discovery in his top tier of 10-bagger candidates, calling it a 9 within the 10s.

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.

John Florek: Every Single Drill Hole Has Hit Gold Since 2023

VRIC Media

14 days ago 40:01

Key Highlights

The host names Discovery Silver as a neighbour in the same camp that is on the move, alongside Agnico Eagle, and the guest agrees this is part of why Emperor sees several possible routes to build either asset.

Emperor Metals paid for this interview, so every project figure here is the company's own promotional case, not independent verification. The guest says machine-learning grade models added 20% more gold through Detour Lake's mill at the same rock tonnage. Lac Pelletier sits at 227,000 ounces; the guest targets 400,000 and pushed production to late 2028 after a Quebec engineer strike. Duquesne West's 1.46 million ounces are all inferred; the guest's deeper vision shifts from three-to-five million ounces to two-to-three times, then three-to-ten. Treasury holds about $5 million, drilling restarts mid-October, and roughly 40% of the last program's assays remain outstanding.

Emperor Metals ($AUOZ | $EMAUF): Growing Duquesne West & Moving Lac Pelletier Toward Production

25 days ago 34:03

Key Highlights

The host cites Discovery Silver as an example of a junior developer that successfully pivoted to producer status, an approach he endorses for Emperor Metals.

Emperor Metals CEO John Florek outlines a path to 3-5 million ounces at the Quebec Duquesne West project, with a PEA (preliminary economic assessment) targeted in 2027. Already-permitted Lac Pelletier could produce about 40,000 ounces per year and roughly $200 million in annual revenue at $5,000 gold, acting as a cash-flow bridge. Six nearby underused mills let Emperor skip building its own plant, a savings Florek pegs at $500 million to $1 billion in capex (capital expenditure). Insiders and high-net-worth holders appear to control more than 30% of a 32% public float, signaling tight supply and management alignment. Hosts frame juniors broadly as deep-value buys, expecting a decisive S&P-gold break around S&P 7,000 to reignite the gold leg higher.

Resource Triples to 805Mt & PEA Next Year | Stillwater Critical Minerals

Mining Network

about 1 month ago 19:35

Key Highlights

Held up as a recent beneficiary of Newmont's divestment of non-core assets, alongside Great Gold; both end up with mines and are 'off to the races' per the speaker

Stillwater Critical Minerals tripled inferred resources at Stillwater West to 805Mt at 0.34% NiTEq, adding a first 29.4Mt of indicated tonnes at 0.38% NiTEq. Management is targeting a 2027 PEA after further flotation testwork, noting a PEA does not require indicated resources but a PFS does. The polymetallic system lists 10 critical minerals, with 6.6 billion pounds of inferred chromium left without recovery or economic assumptions pending metallurgy. Three rigs are turning in Montana with C$15M in treasury, while the company engages Glencore's technical team and US government officials on the deposit. Management benchmarks Stillwater West against Sibanye-Stillwater's loss-making US PGM operations and Platreef's roughly $599 per 4oz AISC as a cost target.

Goldgroup Mining ($GORO): Building a Multi-Asset Gold and Silver Producer

about 2 months ago

Key Highlights

Josef Abalera leads the in-country team pursuing Discovery's underground permit, which the host says should benefit from Mexico's first Greenfield open-pit approval in over eight years.
The host was surprised Discovery's share price did not jump on the Mexican permitting news.

Goldgroup's $15M acquisition of Gold Resource Corp added the Don David silver-gold mine, transforming a single-asset producer into a multi-asset Mexican platform. A 26,000-meter drill program at San Francisco targets resource expansion; restart capital is roughly $25M with a target output of about 50,000 ounces a year. Goldgroup is advancing the Back 40 copper-gold project in Michigan but cites an 18-month permitting risk in a Democratic-leaning state. Eric Sprott, Cala, and other insiders control roughly 70% of the float, sharply limiting the risk of a lowball takeover. Forced Russell 2000 selling after a 15-day inclusion window wiped out half the market cap — a mechanical dip that disciplined investors exploited.

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

2 months ago

Key Highlights

The host cites Discovery Silver as an example of a developer staffed with a strong management team, pointing to Tony McCouch's track record there
He uses McCouch's prior producer experience to illustrate his rule that the best developer teams are former operators from major producers

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): Potential NASDAQ Uplisting & Exploration Strategy

2 months ago

Key Highlights

Don expects the Cordero permit this year, calls Discovery one of his favorites and cites about a billion ounces of silver on the ground.
The host says he does not know anyone at the company since the CEO change a while back.

Deep Sea Minerals received BCSC final receipt for its C$50 million shelf prospectus on July 28, advancing its planned NASDAQ uplisting. Polymetallic nodules lie loose on the seafloor; explorers map them with AUV and ROV video and sample with box cores — no drilling or blasting. The guest argues no commercial-scale nodule production exists yet, so proving harvesting machines run reliably is the industry's central risk, not discovery. Deep-sea licenses span several regulators (NOAA, BOEM, Cook Islands, ISA); the CEO says spreading applications across them mitigates jurisdiction risk. The hosts argue permit-ready Mexico silver developers such as GoGold and Silver Tiger trade depressed and could rerate as construction nears.

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

Key Highlights

John and Brad identify Discovery Silver as a larger Mexican peer still awaiting its open-pit permit, which Brad says should come through soon.

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.

50 buy-the-dip stocks (July 17, 2026)

Key Highlights

Discovery Silver's Cordero project is still awaiting a greenfield open-pit permit, and he has always considered it his favourite silver project.
He says the Panuco project is probably just as good as Cordero, giving the company two large silver assets.
His broader point is scarcity: once the handful of big silver projects now in development are built, he argues there will be nothing comparable left.

He reviews 50 gold and silver mining stocks he owns, sizing the upside against $7,000 gold and $200 silver. Most of the list screens as an eight-bagger or better, and he favors undervalued producers growing output. Development names need patience: permits plus roughly two-year builds push many payoffs to 2028 and beyond. He cautions that gold and silver mining stocks are speculative, so keep allocations small and only risk what you can lose.

David Lotan Shows You How to Make Junior Mining Millions: Aurion & Fox River Buyouts Explained

MiningStockEducation.com

Key Highlights

Lotan calls Discovery Silver the real kicker of the mid-market story: it bought the old Timmins camp and roughly quadrupled in value, a 90-cent stock at the deal that he thinks might trade near $10 as of the interview.

Guest David Lotan built most of his Aurion and Fox River stakes buying public shares, arguing open-market bargains beat private deal access. Aurion Resources sold to Agnico Eagle Mines for C$481 million ($2.60 per share cash); Fox River Resources followed at C$94 million ($1.10 per share). Lotan ties the decade-long wait to consolidation among major gold producers; rising mid-tier buying power finally revived takeovers of juniors. The multiyear Aurion-Rupert standoff shows embarrassed, hostile bidders can drag out timelines and destroy value on both sides of a takeover fight. Management teams that refuse warrants (rights to buy future shares cheaply) and protect capital structures earn the investor trust that pays off at exit.

Michael Gentile Latest Macro Outlook, Specific Holdings, Featuring McFarlane Lake Mining Limited

Peter Grandich

Key Highlights

Listed as a neighbor and mine operator in the district between Sudbury and Timmins where McFarlane Lake's Juby project sits.

Fixing a junior's balance sheet can trigger a rerating faster than drilling: clearing debt and pulling in warrants revived a stalled gold developer. Gold developers can trade at a quarter of peers per ounce in the ground once a debt overhang lifts, leaving a wide value gap. Michael Gentile argues gold producers still trade below 1x NAV while copper peers re-rated, so generalist money has yet to arrive in gold. Consistent, low-cost drilling across several juniors keeps adding ounces every few weeks before the market pays attention to the results. The strongest junior positions keep making new highs; add when the story still strengthens instead of selling success by reflex.

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

Key Highlights

Cited as the precedent for RPX's haulage model: Discovery Silver's nearby Borden Lake mine ships about 3,000 tonnes per day roughly 300 km to Timmins for processing, while RPX would truck about 2,000 tonnes per day to a much closer mill.

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.

Enduro Metals is Drilling Soon in the Heart of the Golden Triangle

CEO.CA

4 months ago 6:57

Key Highlights

Cameron notes that the Mexican silver discovery made by his former company Valley High Ventures is currently one of Discovery Silver's core assets.

Enduro Metals closed an oversubscribed over $8 million brokered financing, with $6.3 million of it flow-through money committed to Newmont Lake. The maiden drill campaign will test the Andre discovery, a 4.5-kilometre mag and IP anomaly that has never been drilled. Copper-gold porphyry targets sit at low elevation with road access 14 kilometres away, more forgiving than typical Golden Triangle ground. CEO Robert Cameron points to a career focused on porphyry copper-gold systems and past discoveries as the team's targeting credential. Drilling is targeted to begin by July 1 and run through the summer, with weather and rig availability the main variables.

Triumph Gold ($TIG) Advances Projects in Yukon and Utah | Interview with Don Durrett and John Feneck

Key Highlights

The host picked Discovery Silver as one of three Mexican stocks he thinks are in line for attention from the Mexican government this year or next, and says it is by far the largest of the three (DSVSF in the US).
The analyst has Discovery on the same three-name watchlist of unpermitted greenfield open pits, alongside Sonoro and Chesapeake, and says he needs Sonoro or Discovery to get theirs before the sequence is complete.
He frames the sector backdrop as scarcity — he argues there is essentially nothing new being discovered and that existing deposits plus permitted developments are what is left to invest in.

Triumph Gold's CEO argues the company stayed deliberately idle through the bear market and is now spending. A $5.4 million raise funds three drill rigs, a 45-person camp, and re-logging all 150,000 metres of historic core. The CEO says old drill logs plus 30,000 soil samples are being reassessed with AI to define a major discovery target. A Utah silver project carries a 12-tonne bulk sample grading 45 ounces per tonne, with drilling targeted for late summer. The analysts frame both assets as undervalued versus what they estimate the ground is worth per ounce.

Dave Erfle- Precious Metals Rebound: Key Technical Levels, Fed Speculation, Mining Sector Valuations

The KE Report

Key Highlights

Dave says Discovery Silver is one of the positions he has held for a long time and that Cordero has become secondary for the stock since the company bought Porcupine, leaving the permit as icing on the cake rather than the driver.
He expects Cordero to be issued and calls it a significant project, noting it is an open pit that would bring a lot of jobs to that part of Mexico.
On the odds, he argues a company that already holds a concession has a pretty good chance of being permitted under the current Mexican government, so for Discovery the open question is timing rather than approval.

Gold miners' bullish percentage index hit zero, a washout not seen since 2015, while producers earn record margins near $2,300 an ounce. Island reversals lifted GDX above 85 and GDXJ above 110; both levels now define the sector's short-term risk. The Fed faces 4.2% inflation and cannot absorb higher debt service, boxing itself in on either rate path. Global miners trade near five times EBITDA — a cash-earnings multiple — versus seven-plus in 2023, historically cheap. Junior developers hold funding into 2027 without near-term dilution as Mexico's concession-first regime speeds permits.

Gold/Silver Miner Buy The Dip List (June 2026)

Key Highlights

Durrett says Cordero is the reason Discovery Silver has so much upside, and that the company is waiting on permits for the greenfield open-pit project in Mexico, a green light that has not been granted yet.
He expects that permit during 2026 but allows it could slip to 2027, and says if it slips he still expects the project into construction by 2027.
He sizes Cordero at roughly a billion ounces of silver and says the mine is meant to be mined from the outset.
He projects about $32 million a year of silver equivalent cash flow over the first three years.
He says Discovery Silver is also targeting 500,000 to 700,000 ounces of gold a year and that the combination makes the stock a monster in his view.

Gold and silver broke below their 200-day moving averages, and the host calls the 25% to 47% drop a buyable correction in a bull market. His trigger is the gold-to-S&P 500 ratio — gold's price divided by the index — near 0.6 today; 0.8–0.9 signals gold outperforming stocks. The watchlist spans producers, developers and explorers, with price assumptions of $7,000 gold and roughly $175 to $190 silver. Producers adding ounces rank above one-off development stories, since incremental production flows straight to free cash flow and lifts valuations quickly. He expects another, deeper dip before year-end tied to an S&P selloff, so he is assembling names to buy at lower prices.

Newsletter Favorites Sorted by Quality (April 2026)

6 months ago

Key Highlights

Don Durrett rates Discovery Silver a 4 B+.
It does not get a 3.5 because he is still waiting on permits, specifically for the Cordero project in Mexico.
He says Discovery has always been his favourite silver development play.

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.

#96 Digging for Dollars #24 Raising $100M, Execution is Everything

CEO.CA

6 months ago 44:30

Key Highlights

The Galleon Gold pitch places Discovery Silver's Porcupine operation directly beside Galleon's Timmins land package, in a neighborhood of mills with spare capacity.

Amex Exploration's Perron feasibility study shows how grade and low capex create value: $1.13B after-tax NPV at $3,500 gold and about a half-year payback. AISC (all-in sustaining cost — what an ounce really costs to produce) near $910 and third-party toll milling keep Perron buildable without heavy upfront infrastructure. Tectonic Metals founder Tony Reda explains raising roughly $100M after one drill year at the Flat project, a camp-scale Alaska gold play beside 40M-ounce Donlin. Dig This Deal pitches: Kootenay Silver offers 400M silver ounces ahead of its first PEA (preliminary economic assessment); copper picks highlight jurisdiction risk. Takeaways for any junior: net asset value (NAV) to capex ratios gauge financeability, strip ratios rival grade, and buildable projects make the best takeover candidates.

Live Q&A with Rick Rule and Albert Lu

Rule Investment Media

6 months ago

Key Highlights

The guest calls himself a 'long-term Tony Machuche fan boy' — he's done business with the Discovery Silver CEO for three decades and says Machuche has always delivered for him, calling him 'a super mine builder'
Discovery Silver's purchase of Newmont's Canadian assets and insistence on refurbishing them before mining is described by the guest as a brilliant move, as is the further consolidation at Kidd Creek
The guest says he understands six foreign-controlled mines in Mexico will receive operating permits this year and Discovery is one of them — he expects overwhelming political support post the tragic narco-trafficking events in west Mexico's Sierra Occidental, where mining and narcotics are the only two economic options
The Mexican president is on record as mostly opposing mining but has signaled that personal opposition is of no consequence when miners develop real local consensus about the mine's benefit, which the guest says Discovery Silver has done

Rick Rule sees his undeployed cash as a defensive edge as Iran-Israel conflict drives oil scarcity and bond volatility. Private credit is showing strain as Blue Owl caps redemptions; veteran lenders survive while newer entrants face covenant trouble. Gold's recent pullback is healthy and historical; Rule welcomed the decline and used it to add to his physical gold. Rule favors quality juniors and intermediates down 45-50% as a coming M&A cycle arbitrages the valuation gap upward. B2Gold CEO Clive Johnson retires in June; Rule expects Gramalote feasibility work to advance under successor leadership.

Newsletter Favorites Upside (using New GSD Defaults)

7 months ago

Key Highlights