Integra Resources Corp

The host notes that at a uniform $3,250 gold price Liberty Gold would move above Integra Resources in the developer valuation peer group, so Integra currently screens richer on its own study's gold price.

Very low-grade ore can still pay: Black Pine skips the mill entirely, heap-leaching 0.29 g/t rock straight onto a pad to keep costs low. The $2.4 billion headline NPV is mostly a higher gold price — at constant prices, the study's value sits within about 6% of 2024's. All-in sustaining cost (AISC — the full cost to produce an ounce) of $1,566 sits high among peers, so a falling gold price bites harder. Permitting and funding remain the gates: the permitted plan is smaller than the study's, and $411 million is still to raise, perhaps via royalty. A 70% recovery assumption from uncrushed rock still awaits large column test confirmation, though Pegasus Gold leached the same rock for seven years.

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

Investor TV

25 days ago 34:03

Key Highlights

The host cites Integra Resources alongside Discovery Silver as a development company that acquired producers, endorsing that path 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.

Doc & Dana Lyons - Technical Setups: Gold, Silver, GDX, Copper, Oil, Uranium, Bond, Value Stocks

about 2 months ago

Key Highlights

Doc lists Integra among the producer names he likes and is buying, grouped with his Santa Cruz and Equinox positions.
The hosts classify Integra as a mid-tier producer positioned to outperform early in the next precious-metals bull run.

Richard Postma reads the precious-metals rebound as a temporary bounce within a corrective phase, with $4000 gold and unfilled chart gaps as the next test. Postma ties the medium-term gold outlook to a bearish bond-market setup, citing the convergence of the 50-month and 200-month moving averages. Dana Lyons flipped long GLD from a short but stays neutral on silver and miners until price reclaims the 200-day and 50-week resistance. Lyons remains bullish copper and copper miners, framing COPX's pattern as a continuation pennant with only about 38% of the prior rally retraced. Lyons' portfolio is overweight healthcare and financials and is actively trimming growth, momentum, and semiconductor exposure as leadership rotates.

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

3 months ago

Key Highlights

Integra Resources has two projects to build — Florida Canyon and DeLamar — so he expects a wait before it pays off.
He likes the company because of where the mines are, in Nevada and Idaho.
It stays on the buy-the-dip list as a name he owns and does not want to be underweight.

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.

Live Q&A with Rick Rule and Albert Lu

Rule Investment Media

3 months ago

Key Highlights

Rick expects higher all-in sustaining costs across the gold industry, with consumables inflation running near 10% compounded versus stated CPI of roughly 2.6-2.7%.
Energy costs matter directly for Integra: its Florida Canyon operation depends on truck and equipment fuel, and those prices have risen substantially.

Falling share prices against rising values signal a bargain season; Rule urges investors to pre-build tiered shopping lists before forced selling creates bargains. Mining costs are inflating: consumables rise near 10% compounded versus stated CPI, so AISC (All-In Sustaining Cost — full production cost per ounce) climbs industry-wide. Rule favors uranium's remaining upside after the hated-to-not-hated move, sees a multi-year US natural gas upcycle, and still expects five-to-ten-year metals bull markets. Rule backs B2Gold and OceanaGold at low cashflow multiples, seeing resolved construction problems and quiet Mali diplomacy as mispriced strengths supporting further gold-sector M&A. Ivanhoe Mines offers compelling value for DRC-risk takers as Kamoa-Kakula repairs, a new smelter, and two more tier-one deposits reshape 2027 cashflow.

Erik Wetterling – Value Proposition In Integra Resources, Irving Resources, and K2 Gold

3 months ago

Key Highlights

The guest argues Integra's Florida Canyon feasibility result makes the stock look undervalued: the study carried an NPV of $601 million and an after-tax NPV of $723 million at spot prices, against what he puts as an enterprise value of about $372 million, so the producing mine alone roughly covers the company.
He frames Integra as one of the few producers that can fund exploration and development out of its own cash flow, using Florida Canyon revenue to build the Delamar and Nevada North projects.
The June 25 news extended Florida Canyon's mine life to about eight years, lifted reserves, and flagged higher short-term costs tied to fuel prices; he expects the mine life to keep expanding.
He notes output is planned to rise from about 70,000 ounces a year toward 82,000 ounces, and that a bear-market sell-off has halved the stock since January and February without changing the assets.
He says the market discounts Delamar, Nevada North and the exploration portfolio because it only credits the cash flow and balance sheet of a producer, and he calls the situation a possible buy-and-hold candidate.

Guest Erik Wetterling argues a producing mine can fund exploration and development, avoiding the need to raise equity for growth. Because producers are judged on cash flow, growth projects can end up effectively free for investors buying the stock. In weak sentiment, investors fixate on near-term cost increases and overlook longer mine life and reserve growth. Silica sinters at low-sulfidation epithermal projects rarely carry precious metals, so any grades stand out. Warrant and placement shares becoming free trading can force selling, giving patient buyers better entries.

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

Investor TV

4 months ago

Key Highlights

The analyst describes Integra as a Nevada producer that also has a second mine it plans to build there.

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.

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

4 months ago

Key Highlights

Durrett says he added to Integra this week because he was underweight and had committed to adding to any name on his list where he was light.
He says the Florida Canyon mine is not doing well, with high costs and little free cash flow, which is why investors are not buying the stock.
The upside is two additional mines, with Delamar next in Idaho and another mine in Nevada, taking the portfolio to three operations.
He stresses Delamar is neither in construction nor permitted, putting it at least two years out and making this a long-term holding.
He argues US-located development projects like Integra's could start being valued like producers as sentiment improves, and expects a bid on the name because of where its mines sit.

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.

Jason Kosec and Jonathan Awde of Hemlo Mining Corp. | Rule Symposium 2026: Rick Rule interviews

Rule Investment Media

5 months ago

Key Highlights

Kosec says the Southwest US heap-leach roll-up he built out of Millennial Precious Metals became Integra Resources, where he ultimately served as president and CEO before stepping down.

A veteran management team bought Hemlo — Canada's preeminent historic gold mine — from Barrick, betting decades of underinvestment left value behind. The mill runs at 3,800 of 10,000 tons per day; a planned $130 million investment aims to lift output toward 200,000 ounces a year. Barrick ran Hemlo as a rounding error — about 5% of output — spending $2 million on exploration where the new owners plan $38 million. The sellers' technical report shows a 14-year mine life, about 140,000 annual ounces, and $1.1 billion NPV5 (value discounted at 5%) at $2,610 gold. A 130,000-metre drill program targets an updated technical report in mid-2027; management says it has over $40 million of its own money invested.

American Tungsten ($TUNG | $TUNGF): Restarting U.S. Tungsten Production

Nordic Funds

5 months ago

Tungsten prices are up 570% in a year as China, producer of half of global supply, restricts exports while defense and technology demand builds. CEO Ali Haji presents the IMA Mine in Idaho as a brownfield — a past-producing asset — on private patented land, easing permitting. Reprocessing legacy tailings first — a $4 million plant targeting $45-50 million in cash flow over 2.5 years — funds the restart while limiting dilution. The company reports $49 million in treasury, a $25.5 million EXIM letter of intent, and targets commercial IMA production in 2027. Stated catalysts: a resource estimate due June-July, a PEA (preliminary economic assessment) in Q3, and a first concentrate sale in December.

Chris Temple–Macroeconomic Movers, Outlook On US Equity Markets, Precious Metals & Critical Minerals

5 months ago

Chris Temple warns of a medium-term US equity pullback driven by record sovereign debt, persistent inflation, and excessive money printing, which could initially drag commodity stocks lower. Precious metals are experiencing a corrective phase due to central bank and momentum investor selling, but Temple expects PMs to rebound faster and stronger after a market liquidity event. Critical minerals cannot be painted with a broad brush; Temple favors uranium, fertilizers, magnesium, tungsten, titanium, copper, and zinc over lithium, cobalt, and nickel.

Newsletter Favorites Sorted by Quality (April 2026)

6 months ago

Key Highlights

Don Durrett says Integra has to get DeLamar further advanced before he would move it to B+.

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.

Newsletter Favorites Upside (using New GSD Defaults)

7 months ago

Key Highlights

The host says Integra has to build two mines including Delamar, making it roughly a three-year story.

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

Don likes Integra a lot: it has three projects with Florida Canyon producing, plus two to build - one in northern Nevada and the Delamar project in Idaho.
He says he is excited about the Delamar project in particular.

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

8 months ago

Key Highlights

The host argues Integra's real prize is its development pipeline — Delamar and Nevada North — which underpins the growth thesis beyond its current production.
Integra bought the Florida Canyon Mine out of the Argonaut breakup, and the host frames it as generating meaningful cash at today's gold prices.
Doc sees a pullback into the upper $2s/low $3s as a technical accumulation zone and calls Integra one of his biggest positions, planning to add on further weakness.
Both Cory and Doc disclose long positions, framing Integra as a growth-driven mid-tier/developer play.

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.

Erik Wetterling – Record High Gold & Silver Prices Make Junior Producers & Advanced Developers Shine

9 months ago

Key Highlights