Kinross Gold Corporation

7 days ago 11:07

Key Highlights

The Relevant Gold CEO says Kinross Gold backs the company with a 19.9% stake.
He adds that Relevant Gold leans regularly on a joint technical committee with Kinross to help guide its technical programs.

Relevant Gold argues Wyoming's greenstone belts mirror Canada's Abitibi, suggesting district-scale orogenic gold — high-grade veins in major shear zones — untouched by modern exploration. A 13-kilometer structural corridor at Lewiston hosts ten historic high-grade mines; systematic work has narrowed 40,000 acres to 17 targets. A 5,000-meter Lewiston program is stepping out along strike and below historic mines within a 20,000-30,000 meter two-year plan. Kinross Gold holds 19.9 percent with a joint technical committee, while over $10 million cash and a $140,000 monthly burn fund drilling. With conceptual de-risking complete, the guest says investors now underwrite drill holes in a tightly held junior trading below its last financing.

Underexplored Upside with Goldera in Prolific Gold-Producing Regions in Canada

8 days ago 7:12

Key Highlights

The CEO says Kinross is earning into Goldera's neighbor at the Acadian project, in an earn-in with Puma that almost fully envelops Goldera's property.
He notes the mineralized structures on the Kinross-Puma ground continue onto Goldera's property, and adds that Kinross recently announced expanded activities in the region.

Goldera's Egan project is a new high-grade gold discovery in the Timmins camp, unusual after more than a century of mining and exploration history. Trenching at Egan exposed two parallel structures up to 400 metres from the E1 discovery occurrence, which graded 105 grams per tonne. The Acadian Gold joint venture (65%-owned and Goldera-operated) borders active Kinross and Puma ground whose mineralized structures continue onto Goldera's claims. Management argues prospectors historically avoided granitic pink rock that hosts multi-million-ounce systems, pointing to Kirkland Lake as a prime example. Near-term catalysts: channel-sample results in roughly three weeks, with demonstrated grade and a larger mineralized footprint cited as what would move the stock.

BREAKING: Strikepoint Acquires Massive Gold Deposit From Newmont

VRIC Media

12 days ago 38:16

Key Highlights

The guest uses geography as a de-risking argument, saying Kinross's Round Mountain mine, which he calls its North American flagship operation, sits about 25 miles southwest of Northumberland, which he uses to argue the district and the specific location are well understood.

StrikePoint agreed to pay Newmont $70 million US cash for Northumberland, adding 2.57 million indicated and 1.72 million inferred ounces. Closing is expected in early-to-mid September, with $25 million US more due after a feasibility study and after commercial production. A 15,000-metre October drill program, two-thirds reverse circulation, targets resource upgrade and expansion, with a PEA targeted for early 2028. The guest says the undrilled eastern limb and the Rockwell gap could support 8 to 10 million ounces; the last public estimate dates to 2010. A Canaccord-led $100 million US raise funds the purchase, leaving about $15 million, with a 10-for-1 consolidation ahead of a $2 unit.

Contango Silver & Gold: Low-Capex Direct-Ship Ore Model Yields Big Returns

12 days ago 13:52

Key Highlights

Kinross, Contango's partner at the Manh Choh mine, is guiding 2027 cash costs of $1,213-$1,300 per ounce now that mining has successfully transitioned from the North Pit to the higher-grade South Pit, according to Khunkhun.

President Shawn Khunkhun says Manh Choh's high-grade output self-funds growth, generating roughly $100 million in yearly free cash flow at his $3,700 budgeted gold price. Manh Choh's 2027 guidance: 75,000-80,000 ounces at $1,213-$1,300 cash costs (the direct cost to mine an ounce) as mining shifts into the richer South Pit. The guest argues 2025's rally - gold up 70%, silver 200% - and supportive governments make this mining's best financing market in a century. Management frames the portfolio at about 10 grams per tonne (metal content per tonne), with the new KB estimate lifting indicated silver ounces 93%. Direct shipping ore (DSO - ore sold without on-site processing) needs infrastructure and simple permitting; the guest credits it for Manh Choh's two-and-a-half-year feasibility-to-production timeline.

The Debt Crisis Is Turning Gold Into Money | Shawn Khunkhun - Contango Silver and Gold

The Deep Dive

12 days ago 19:17

Key Highlights

The guest explains Manh Choh is a joint venture with Kinross Gold, which operates the project and processes the ore through its Fort Knox facility.
He says Kinross is guiding cash costs of $1,200-$1,300 per ounce for next year's planned 75,000-80,000 ounces from Manh Choh.

Guest Shawn Khunkhun expects silver's correction to run into 2027 before a breakout to new all-time highs. With US interest costs said to consume 30% of tax receipts, he argues gold and silver remain inexpensive versus other assets. He frames the precious metals space as tiny relative to incoming capital, so the rotation could arrive violently and quickly. Contango (NYSE: CTGO) spans four districts: Kitsault Valley, Johnson Tract, Lucky Shot, and the cash-flowing Manh Choh joint venture. A refreshed resource estimate nearly doubled indicated silver at Kitsault Valley, while projected Manh Choh cash flow funds company growth.

Collin Kettell of Palisades Goldcorp Ltd. talks to Chen Lin | Metals Investor Forum Sept. 2026

Metals Investor Forum

13 days ago 18:46

Key Highlights

Kettell names Kinross as one of the other large landholders alongside Made in America Gold's Nevada property package on the Battle Mountain-Cortez trends.

Palisades Goldcorp holds 1.7 billion warrants (rights to buy shares at set prices) across roughly 330 junior companies, or about 22 warrants per PALI share. Kettell says those warrants' intrinsic value rose 25-fold, from $2.5 million to $125 million, during the junior bull market's first innings. Weighted average warrant expiry is November 2028, giving shareholders about 26 months for the junior market recovery to play out. Palisades also founded New Found Gold, holds 90% of Nevada's largest junior claimholder Made in America Gold, and owns the Eco Ridge uranium project. Host Chen Lin argues the private assets could cover the share price, making Palisades' warrant exposure effectively free upside with no management or performance fees.

A2Gold Keeps Delivering High-Grade Gold Discoveries in Nevada

13 days ago 13:38

Key Highlights

The guest lists Kinross among the majors that acquire 2 to 4 million ounce district-scale projects, the buyer set he targets when he looks for a junior's exit.
He cites Kinross-owned Round Mountain as the kind of high-grade or massive open-pit heap-leach asset he says majors are looking for.

A2 Gold's Castle zone in Nevada returned 141.1 g/t gold over 0.9 m, the company's highest-grade Eastside intercept to date. The CEO credits new exploration leadership for shifting strategy toward high-grade feeder zones that materially improve deposit economics. Taylor, acquired in May, returned 200 g/t silver with gold and unexpectedly high-grade antimony in its first four drill results. Permitting for Taylor's skarn and porphyry targets could take 12 to 18 months, leaving Eastside as the 2027 focus. The guest argues public juniors must pursue district scale, since majors only buy multi-million-ounce, preferably higher-grade projects.

Derek Iwanaka of Prince Silver Corp. talks to Jeff Clark | Metals Investor Forum Sept. 2026

Metals Investor Forum

18 days ago 10:22

Key Highlights

The guest says Kinross bought out his first company, Bima Gold, for $3.5 billion.

Prince Silver's CEO points to an exploration target of 75 to 150 million silver-equivalent ounces, with 10,000 meters drilled and three rigs on site. An outside consultant is building the NI 43-101 resource around a 100 million silver-equivalent ounce target, likely landing around Q1. Twin holes and statistical matching of historical drill results decide how much legacy data enters the new resource model. The CEO sees silver, zinc, lead and manganese critical-mineral status opening a door to US government funding from a $30 billion earmark. Structure is tight at 59.1 million shares with C$6.4 million cash at April quarter-end, and the host discloses he owns and recommends the stock.

Mike Allen of StrikePoint Gold Inc. presents at Metals Investor Forum in Vancouver | Sep 2026

Metals Investor Forum

18 days ago 9:50

Key Highlights

The speaker cites Kinross's Round Mountain mine — which he calls Kinross's flagship in Nevada — only as a geographic marker, placing Northumberland 25 kilometers northeast of it.

The CEO presents StrikePoint Gold's C$190 million acquisition of Newmont's past-producing Northumberland gold deposit in Nevada's Walker Lane trend. Upfront C$70 million cash plus two contingent payments to Newmont — US$25 million after feasibility, another after commercial production — stage the deal's cost. A Canaccord-led bought deal raised C$190 million without warrants, anchored by Tembo at 19.9 percent, a London family office, and BlackRock. The speaker argues the resource is defined by drilling edges rather than geology, leaving expansion room across five already-granted drill permits. A PEA is targeted for early 2028, with former SSR Silver Standard COO Alan Pangborn joining as chairman to deepen Nevada operating experience.

Scorpio Gold’s Nasdaq Debut ($SGLD), Manhattan District Scale Potential, and Reprocessing Upside

MiningStockEducation.com

24 days ago 16:42

Key Highlights

Scorpio's CEO cites Kinross as the operator of a 15 million ounce mine 10 miles north on the same caldera (with about 50 million ounces of historic regional production) as the principal geological anchor for Scorpio's 'district-scale' thesis on the Manhattan project.

The guest argues the market is missing district-scale potential at Manhattan: only 2 km of an 8.5 km mineralized trend has been drilled. Scorpio Gold is targeting a 2-million-ounce resource update by end of 2026, up from 740,000 ounces, with two drills still turning in Nevada. A ~$600,000, 32-hole sonic drilling program will grade historic leach pads and waste dumps for potential toll-milling cash flow. The Nasdaq ADR (American Depositary Receipt) listing moved a larger share pool to the US, and a recent C$10.8M raise leaves Scorpio Gold with ~C$8M.

"Contango Offers the Most Leverage to Gold on a Per-Share Basis" explains CEO Rick Van Nieuwenhuyse

MiningStockEducation.com

29 days ago 31:54

Key Highlights

Kinross is the JV partner and operator at Manh Choh, where Contango holds 30%; Manh Choh ore is trucked to Kinross's Fort Knox mill, which has been operating for 30 years.
The guest describes Contango's Manh Choh economics as functioning like a royalty stream — Kinross runs the mine and Contango receives a quarterly dividend-like cash distribution.

Contango CEO frames the company as an execution story, targeting growth from ~60K to ~200K gold-equivalent ounces plus 5M ounces of silver annually within five years. The Manh Choh JV with Kinross is the cash engine; 2025 is guided as the low-production year (~45K oz, ~$2,700 H1 AISC) with 2026 set to recover to ~75K oz at lower cost. A direct-ship-ore strategy — mining high-grade rock and trucking it to permitted third-party mills — sidesteps tailings-permitting risk across Lucky Shot, Johnson Tract, and Kitsault Valley. Balance sheet sits at roughly $47M of debt and an expected ~$50M cash position; at $4,000 gold the CEO forecasts $170M+ of free cash flow next year and plans to be debt-free by year-end. With only ~33M shares outstanding, Contango offers outsized per-share leverage to gold and silver versus typical junior producers that carry hundreds of millions of diluted shares.

AbraSilver Resource– A Series Of Key Project Milestones Achieved in 2026, Transitioning To Developer

The KE Report

about 1 month ago 25:03

Key Highlights

The guest describes Kinross as a very supportive shareholder, noting that Kinross again participated in the July raise of over $50M alongside other investors
He frames Kinross continued backing as part of the evidence that Diablilos is now fully financed for early works construction and on a path to a full construction decision

AbraSilver has cleared its 2026 milestones with RIGI approval, environmental permits from both provinces, an updated MRE, and a DFS, fully transitioning Diablillos to active developer. The June DFS shows a 3B base case after-tax NPV at a 41.9% IRR and 20/oz AISC, placing Diablillos among the lowest-cost silver projects globally. A July 50M raise including a Kinross placement funds early works; a larger debt/stream package is targeted before year-end ahead of a Q2 2027 FID. New Executive Chair Marie Inkster, COO Jeremy Weyland, Project Director John Naisbitt, and Director Wendy Kaufman add construction expertise to the team. A Phase 2 PEA on heap leaching 130Mt of previously classified waste, plus throughput doubling studies, point to upside beyond the base case DFS.

White Gold ($WGO | $WHGOF) Advances Its 3-Million-Ounce Gold Resource in Yukon

Investor TV

about 1 month ago 38:56

Key Highlights

Kinross is mentioned only through the new head of exploration's resume: Dylan Langille stayed on at Great Bear for two years after Kinross's $2 billion acquisition, as resources grew from 5 million to 7 million ounces.

White Gold's maiden PEA on 2 of its 3 million ounces delivers C$1.9B NPV at $3,600 gold, scaling to C$3B at $4,500. Sub-$1,500 AISC and 225,000 oz/year in the first 5 years make Golden Saddle Yukon's highest-grade development story. The company's largest-ever exploration program is drilling now, targeting district-scale growth across 750,000 acres. Agnico Eagle's 19% stake plus its position in neighboring Talamore/Coffee hints at district-scale consolidation in Yukon. Macro view: a seasonal September/October correction is likely before gold pushes to $5,000, with miners now outperforming the metal.

Goldera: $5.5M Cash-Backed Spin-Out Targeting High-Grade Canadian Gold

about 1 month ago 11:32

Key Highlights

Kinross is earning into Puma's Williams Brook property in New Brunswick, which the CEO says almost fully envelops the Acadian Gold JV's McIntyre Brook ground.
The CEO argues Kinross, as a mine-builder, would not be involved in the project unless it saw good upside.

CEO Charles Tarnocai says Goldera priced its listing at 0.3 to 0.5 times project portfolio value — in his view, a floor with immediate upside. Management runs two focus projects simultaneously, arguing low field costs put more of its $5.5 million treasury into the ground than into logistics. Egan surface samples hit 105 grams per tonne gold (g/t — grams of gold per tonne of rock), with broader lower-grade zones suggesting open-pit potential. The Acadian venture's McIntyre Brook ground is nearly enveloped by Williams Brook, where Kinross is earning in — the CEO cites this as district validation. A steady catalyst calendar runs through year-end: surface sampling results first, drilling around the Q3/Q4 turn, then drill assays before Q4 closes.

Willem Middelkoop: The Next Financial Crisis, 'Perfect Storm' For Commodities & Mining Discoveries

Palisades Gold Radio

Key Highlights

The guest uses Kinross as a cautionary tale: Kinross paid $1 billion for the Aurelian/Fruta del Norte deposit in 2008, sat on it, then sold it to the Lundin family for $250 million - Lundin Gold later built the mine at a ~$25 billion valuation.
He frames the episode as a lesson in why discovery investors must hold their stake all the way to production rather than selling at takeover.

Weimar lite is already underway as foreign holders have dropped below 30% of US Treasuries and the Fed has absorbed $330B in a year. Central banks have bought around 1,000 tonnes of gold per year for five straight years -- about a third of global mine output. Gold is being reintroduced into the monetary system without any formal conference, as central banks now hold more gold than Treasuries. Gold producers print record free cash flow at PE ratios of 10-11, roughly a tenth of Magnificent Seven valuations. Discovery investors hold at least 1% stakes in tier-one deposits, scaling back after runs but never selling through production.

Rio2: Condestable Expansion Approved, Fenix on Track for 100koz in 2027

Mining Network

Key Highlights

The guest notes Kinross has three projects in the same Chilean region as Phoenix Gold: producing La Coipa 10 km north, Lobo Marte in EIA, and the suspended Maricunga mine
Kinross is working closely with Rio2 on shared desal water supply, which the guest calls the only realistic option to expand Phoenix or restart Maricunga

Super El Nino disrupted Fenix Gold first-year heap-leach ramp-up, prompting Rio2 to pull 2026 gold guidance rather than chase unattainable numbers. Wheaton gold prepay (95,000 oz over 7 years) is Rio2 main balance-sheet drag - they plan to retire it via senior debt once AISC hits ~$2,000/oz. Condestable copper mine (EIA-approved expansion to 10,000 tpd, FID targeted H2 2026, sub-$50M capex) adds a steady-state cash engine to a one-asset junior. Fenix targets 20,000 tpd throughput and ~100,000 oz by 2027 at AISC ~$2,000/oz - the spread against todays gold price drives meaningful free cash flow. Alex Black long-term vision is a lean, three-mine LatAm gold-copper producer - small Lima team and no Canadian HQ make Rio2 an attractive eventual takeover target.

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

about 2 months ago 48:48

Key Highlights

detailed

As operator of the 70/30 Manh Choh joint venture, Kinross pays Contango quarterly dividends of $9 million (received in March and again just before the interview), expected to double to $18 million apiece over the next two quarters based on Kinross's $3,700 gold planning price.
Kinross does the operating heavy lifting at Manh Choh, which is why Contango describes itself as effectively a royalty company on the project.
Sean Boyd notes Kinross was once hedged and, since de-hedging, has been one of the best-performing equities of the past 24 months - the template he sees for Contango after its own hedge elimination.

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.

Barrick Got the Gold Right and the Strategy Wrong? - Q2 2026 Earnings

The Deep Dive

Key Highlights

The host cites Kinross's Q2 AISC of $1,821 an ounce as part of the senior-group cost comparison, sitting between Newmont and Barrick

Barrick beat Q2 production guidance with 796,000 oz of gold, yet free cash flow fell 88% to $141M as it paid out $1.5B to shareholders. Barrick's AISC, what it really costs to produce an ounce, hit $1,866, the senior-group high, while the $2B Newmont Nevada deal reignited doubts. Barrick trades 14% below peers on earnings but 74% above on free cash flow — the gap prices in distrust of strategy, not operations. CapEx guidance fell, but the cut reflected deferring a key growth project's plant construction rather than disciplined capital allocation.

Agnico Q2 Record Cash Flow, Despite Gold Prices

The Deep Dive

Key Highlights

Kinross posted an AISC of $1,821 per ounce in the quarter and was used as one of three senior peers in Agnico's valuation comparison.

Agnico Eagle's record $1.34 billion quarterly free cash flow shows operating discipline that beat estimates despite weaker realized gold prices. AISC (All-In Sustaining Cost — what it really costs to produce an ounce) landed at $1,459, hundreds below Newmont, Barrick, Kinross, and Equinox. A July 1 pit wall failure at Canadian Malartic stranded about 370,000 ounces; mining resumes Q4 with full-year production guidance at the low end. Capital spending guidance jumped 18% to fund Hope Bay, Odyssey Underground, and Detour as Agnico targets 20-30% production growth over the next decade. Agnico trades at a 27% EBITDA and 40-65% free cash flow premium to senior peers, justified by a 16% AISC advantage and its growth pipeline.

Rick Rule: Copper Has WAY More Potential Than Gold

VRIC Media

2 months ago

Key Highlights