Vizsla Silver Corp

4 days ago 20:30

Key Highlights

The host leads with the security crisis: in January, 10 Vizsla workers were abducted near the Panuco project in Sinaloa, nine were found dead and one is still missing, and site work has stopped since.
The asset itself has not changed: the feasibility study calls for over 17 million silver-equivalent ounces a year and the company holds roughly $400 million in cash, so in his view this is not a funding story.
Permitting is the bright spot: Vizsla hired a former Mexican mining official to push the MIA through and says the process does not depend on site access; the host wants the MIA in hand and a construction decision.
He notes Vizsla has gone quiet, which makes investors nervous, and the victims' families now publicly accuse the company of abandoning them and ignoring earlier security warnings — allegations, but he calls the legal overhang real.
He says out loud that he expects the eventual security fix is an arrangement with the cartel that never gets announced or shows up in the financials, and he wants proof crews can safely get back to work.

Hycroft's large Nevada gold-silver resource comes with a $2.4 billion mill bill against a $2 billion market cap and heavy dilution. 1911 Gold is hitting True North restart milestones for about CAD 59 million in initial capital, but is restarting without a feasibility study. Vizsla Silver's Panucco project is fully funded with permitting progressing, but January's abduction that killed nine workers is the real overhang. K92 Mining's fully funded expansion targets 400,000 ounces, but 2026 guidance of 190,000 to 225,000 means the ramp is still a promise. The host argues US deficits and interest costs make eventual Fed stimulus inevitable, so now is the time to accumulate quality juniors.

Beaver Creek 2026 - Best Stocks

10 days ago 38:24

Key Highlights

Durrett says permitting is the whole story for Vizsla, expects the project to be permitted, and is not worried despite the lawsuits.
He names Vizsla as one of the names he expects could disappoint, while saying he loves the Panuco project and plans to own it.

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.

Heliostar Metals' Rapid Path to High-Grade Gold Production in Mexico

CEO.CA

13 days ago 5:15

Key Highlights

Charles Funk says he was VPX at Vizsla Silver and describes being part of its discovery as transformational.

Charles Funk says Heliostar built its pipeline by being 'unpopular' — acquiring two mines and 6 million ounces of gold for $15 million. Annapola's shallow, 60-metre-wide ore averaging 5 grams per tonne gold gives mining geometries that Funk ties directly to profitability. The Annapola PEA (an early-stage mine study) targets 100,000 annual ounces at $1,000 AISC (All-In Sustaining Cost — what it costs to produce an ounce). Producing 50,000–55,000 ounces this year, Heliostar plans cash flow and debt — not equity — to fund Annapola's $300 million build, targeting first gold in late 2028. Funk says Mexico's permitting regime has turned a corner — Heliostar won the first Canadian open-pit expansion permit after the anti-mining president.

Dave Erfle - Gold & Gold Stocks: Beaver Creek Recap, Metals Technicals, Recent M&A

The KE Report

14 days ago 19:04

Key Highlights

Erfle exited Vizsla Silver after ten employees were killed at the Panuco project.
He still expects Panuco to be built once permitted — or via a major takeover — but says Mexico's cartel situation must improve first.
The Elemental takeover of Vizsla Royalties restored his indirect exposure to the Panuco project.

Beaver Creek was record-busy and juniors arrived cashed up, increasingly choosing to build projects themselves rather than sell, reshaping takeover dynamics. Seniors have repaired balance sheets, paid down debt and paid dividends, so replacing depleted ounces through M&A becomes the logical next step. Artemis's takeover of Vista Gold values Mount Todd's 10.5 million in-ground ounces near $37 each, a take-under reflecting the deposit's hard-rock difficulty. Gold's pullback may extend toward $3,950-$4,000 support if inflation runs hot and hike odds build, with GDX 85 and GDXJ 110 gaps in play. Erfle screens explorers for district-scale land packages, serially successful management, and projects over 5 million ounces that could attract a major.

Todd Williams of Unico Silver Ltd. presents at Metals Investor Forum in Vancouver | Sep 2026

Metals Investor Forum

18 days ago 13:14

Key Highlights

Williams names Vizsla among the leading silver developers in Unico's peer group, while arguing Unico offers similar ounces at about a quarter of the market cap.

Unico Silver expects its maiden feasibility (the study defining mine economics) in January, targeting the pit-constrained free-milling oxide covering two-thirds of its resource. Two years of acquisitions lifted resources from 90 to 330 million silver-equivalent ounces, giving Unico 47% of Santa Cruz district's silver. A $50 million cash balance, near-30% insider ownership and recent GDXJ (junior miners ETF) inclusion fund a 30,000-metre drill season starting now. Argentina's RIGI (a federal tax-equalization regime for large projects) should cut Unico's tax burden and improve project returns once included. Management expects a re-rate from about $2 per resource ounce toward $10-15 per reserve ounce once the maiden reserve lands.

Daniel Rodriguez of Mercado Minerals Ltd. talks to Jeff Clark | Metals Investor Forum Sept. 2026

Metals Investor Forum

18 days ago 9:53

Key Highlights

Rodriguez says several members of Mercado's Mexico geological team previously discovered the Napoleon vein at Vizsla's Panuco district, which is the pedigree that drew him to the projects
Vizsla Silver is a strategic shareholder in Mercado Minerals, providing both capital and on-the-ground technical support, according to Rodriguez

Maiden drilling at the never-drilled Zamora silver gold project in Mexico is expected within two months. Coppolito Phase 1 wrapped with 3,000m and 25 holes, expanding the drill ready strike at the new La Renata vein. The CEO is buying shares on the open market, signaling insider confidence at current valuations. A technical team with Vizsla Panuco and Napoleon discovery credits underpins the Sierra Madre exploration thesis. Management is fully funded for upcoming drilling, with first results expected early in the new year.

Vizsla Silver - Panuco Project Update: Site Access, The Path and Timeline To Production

The KE Report

21 days ago 20:45

Key Highlights

As of the September 2026 update, the CEO expects Vizsla back on the Panuco site by the end of 2026 and pouring first silver around the midpoint of 2028, possibly toward the end of 2028 - a slight delay from the January security tragedy.
The M3 EPCM contract and the FLSmidth equipment contract covering the eight major mill packages are signed, and the CEO says only the mining contract remains, with feasibility-study cost estimates still intact.
The company holds just over $400 million in cash, about two times capex, plus roughly $25 million of equity and $10 million of working capital, which the CEO says removes any need for additional financing to build the mine.
The CEO cites strong support from the Mexican government and military, says permitting has not been delayed, and expects around $10 million of initial security investment plus $5-10 million going forward, likely including a military installation on site.
Two drill bays already installed underground at Copala let the company work toward converting about 25 million inferred ounces into higher-confidence resources, in a district where less than 5% of the veins have been drilled.

Vizsla Silver targets first silver at Panuco around mid-to-late 2028, a slight timeline slip after January's tragedy kept work off site. Mexican government and military support underpins a planned return to site by end-2026, with roughly $10 million set aside for security. EPCM (engineering, procurement, construction management) award to M3 and the FLSmidth mill equipment package lock in capital cost certainty before the final investment decision. Over $400 million in cash covers the full build, and management argues the shares look cheap at about four times NAV (net asset value). Underground drill bays at Copala aim to convert 25 million inferred ounces, in a district where under 5% of known veins have been drilled.

Gold & Silver Just Added $2 Billion to This Project | Aya Gold - Bourmadine PEA

26 days ago 13:36

Key Highlights

Named in the host's valuation comparison as a developer trading at about 0.72 times NPV, below Aya's roughly 1.1x.

Aya's updated Boumadine PEA doubles the after-tax NPV to US$3.5 billion, but higher gold and silver price assumptions do most of the lifting. AISC (all-in sustaining cost — what it really costs to produce an ounce) rose 27% to $1,300 as grades fell and strip ratios worsened. Roughly four of every five tonnes in the mine plan remain inferred; PEAs allow that, but a prefeasibility study cannot, so conversion risk stays. Aya is starting construction in Q4 2026, more than a year before the feasibility study normally used to justify that decision. Aya trades near 1.1 times NPV, above developer peers like AbraSilver and Vizsla, and its Zagounder mine means Boumadine is not free.

Silver Crashed 50%. The Rebound Starts Now | Daniel Rodriguez - Mercado Minerals

about 1 month ago 10:30

Key Highlights

Steve Hyland notes Vizsla Silver's stock has held up relatively well despite ongoing security concerns in Mexico.

Silver has bottomed after roughly halving from January highs near $120 to the $60-70 range, the guest argues, with higher prices ahead. Mercado's completed 25-hole Copalito drill program grew principal veins from six to eight and strike length from 8 km to 11 km. Highlights include 6.5 m at 372 g/t silver-equivalent and 7.6 m at 434 g/t silver-equivalent at Cinco Sinoroz, plus best-ever El Agua intercepts. The Zamora project has never been drilled; chip sampling returned 2.4 m of 536 g/t silver-equivalent and 1 m of 828 g/t silver. Mercado credits its in-country staff and community ties for safe operating access in Sinaloa, where security concerns have slowed peers.

Don Durrett: Gold Miners 'The Most Asymmetric Upside' & The Point of No Return for Gold

Palisades Gold Radio

about 1 month ago 53:19

Key Highlights

Don recalls buying Vizsla after a cartel-related crash, arguing the mine was 'too big to fail' — using it as an example of his speculator mindset of adding on big drawdowns.

Don Durrett argues gold's $3,750 floor and $15,000 ceiling reflect a seven-stage debt bubble now entering stage five (interventions). He expects a near-term pullback to $4,100-$4,200 before gold's next leg higher toward $6,500 in November. Silver should outpace gold 2x via a 2-4% silver-to-gold ratio, targeting $200-$500 as the bull matures. Junior miners deliver compounding leverage — producers could 3-bag and developers 10-bag as free cash flow multiples expand. Treasury interventions starting July 2026, signaling bond market fragility, are the catalyst that wakes Wall Street to gold.

Live Q&A with Rick Rule and Albert Lu

Rule Investment Media

about 2 months ago

Key Highlights

Rick corrects himself at the end of the Q&A: the Vizsla deposit was originally explored as a porphyry but the mineralization style is clearly VMS

Oil setup toward 2029 reflects deferred sustaining capex of $1B per day, with Venezuela reopening adding limited supply. Value prospect generators by multiplying third-party drill spend by the carried interest, then subtracting G&A — the synthetic profit measure. Anchor mining NPV discount rates to the host sovereign rate plus a 3-4% risk premium; US, Canada, and Australia use the project WACC instead. Press winners by trimming as price approaches value — Rick cut Paladin at $1.25, $3, and $6, pausing whenever a smart new buyer emerged. Northern exploration stocks typically get crushed each winter without news; March or April entries exploit the seasonal weak-handed selling.

Share Price Forecast Tool (August 2026)

about 2 months ago

Key Highlights

Don calls Vizsla Silver 'really, really cheap' — it does not even trade at a 1x multiple in his tool — and his base developer case prints a 30-bagger at $200 silver around 2028.
He notes Vizsla holds about $480 million of cash against roughly $250 million of capex, so it should not need to dilute, with construction targeted for 2027 and production in 2028.
He models an 18-million-ounce-per-year silver mine — likely closer to 20 million in year one, he says — long life and high grade, with a stated AISC near 15 that he treats as optimistic.
Across scenarios he gets roughly a 20-bagger at $150 silver, 30 at $200, and about 40 at $250 silver with a 40 multiple, on free cash flow approaching $4 billion.
He says the risk-reward works and the project 'has to get built,' while conceding it might never be built because of the cartel.

A share price forecast tool turns production, share count, cost, and silver price assumptions into 12-month and three-year return scenarios for miners. Durrett models Hecla at roughly a double in 12 months near $110 silver, and a four- to five-bagger at $200 silver in three years. Developer Vizsla Silver prints the biggest scenarios: a 30-bagger at $200 silver and 40-bagger at $250 silver, with $480 million cash limiting dilution. AISC (all-in sustaining cost — what it fully costs to produce an ounce) and the price-to-cash-flow multiple are the main levers besides metal price. He adjusts developer share counts for expected dilution and capex (upfront capital spending), and expects producer buybacks to shrink share counts.

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

Investor TV

about 2 months ago

Key Highlights

TOP: Share price fell from about US$3.15-$3.20 two weeks earlier to roughly US$0.95 at the time of recording, which the host calls 'super cheap' and which Vizsla-affiliated executive Michael Connor also described as 'dirt cheap' on stage at Beaver Creek.
The host expects Vizsla to receive its permit this year, possibly very soon after the Gold Group/Agnico/Teck JV approval signals Mexico is open again.
Vizsla is ready to start building the mine once permitted, transitioning the company from developer to active capex spender.
Earlier 2025 issues appear to be behind the company, per the host.

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 highlights Vizsla as a rare developer whose NPV is running at roughly 5x its CapEx, well above his 2x minimum and 3x 'excellent' thresholds

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

Investor TV

2 months ago

Key Highlights

Don argues Vizsla could rise as much as 200% within 12 months of the interview if it wins its underground permit and resolves the security issues that followed a cartel incident.
He expects the permit this year and thinks an underground permit is easier to obtain than an open-pit one.
He describes the chart as a steady decline since the security issue, a rubber-band setup that nobody wants to buy.

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.

Honey Badger Silver Stock With 10X Potential

The Gold Bull

2 months ago

Key Highlights

The host cites Vizsla Silver as a peer comparable trading at over $4 in enterprise value per resource ounce with a $1.55 billion market cap as of early August 2026.
He ranks Vizsla's project among the top three undeveloped silver projects in the world, alongside AbraSilver and Honey Badger.

Honey Badger Silver's enterprise value per resource ounce (30 cents versus over $4 at peers) implies more than 10-times re-rating potential, the host argues. The flagship Prairie Creek project in the Northwest Territories holds 407 million silver-equivalent ounces (all metals expressed as silver) at about 800 grams per ton. Existing infrastructure — a 1,000-ton-per-day mill, roads, an airstrip and 5 kilometers of underground workings — makes Prairie Creek a restart rather than a new build. An updated PEA (Preliminary Economic Assessment — an early-stage economic study) due in Q3 and 17% management ownership anchor the investment case. The presenter discloses owning shares and frames the pullback from $1.19 to 70 cents as a potential entry point ahead of catalysts.

Lobo Tiggre: Why There's Not A Single Gold Mining Stock I Would Buy Today

Palisades Gold Radio

Key Highlights

Tiggre calls the "Vizsla massacre" clearly negative — possibly a one-off, but a repeat would be bad for everybody — as a factor keeping him from resuming purchases of Mexican silver plays.

Lobo Tiggre argues gold's long-term case — central bank buying and de-dollarization — remains intact, but he does not consider the correction's bottom confirmed. He is holding cash for a potential fall to $3,000 gold — a deeper, 1980-style drawdown he calls his no-brainer buying level. Gold miners look cheap versus the metal, yet he is buying no gold or silver stocks today, expecting even proven names to get cheaper. Uranium is his top setup: the real long-term contract price keeps rising while spot lags, and spot historically snaps back upward. Copper's structural supply crunch keeps him bullish long term, but war-driven demand destruction could create the low buying opportunity he is patiently waiting for.

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

Key Highlights

He expects to hear more from Vizsla Silver in Q3 2026, including at the Beaver Creek conference, on how the company will secure the property.
He argues the project is too big to fail given the tax revenue involved, so the government has an incentive to make the mine get built.
He acknowledges cartel problems and people leaving but stands by the too-big-to-fail view.

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.

Elemental Royalty Corp – Visual Tour Through The Key Producing and Development Royalty Assets

The KE Report

Key Highlights

Bell calls Vizsla's project the best or second-best primary silver development project in the world and a coming cornerstone asset, arguing the security incident mainly affects the timeline rather than the quality of the district.
Cole says Elemental deliberately models production one to two years later than operator timelines, as it did here, so delay and security risk are already baked into the deal analysis.
Cole says it would be 'entirely geologically reasonable' for the ultimate reserve and resource to at least double on the conservative side, and calls himself very bullish on silver and the silver-gold cross rate.
The land package carries two royalty rates, 3.5% on the Silverstone ground and 2% on the remainder, and Elemental will own both once the transaction completes.
Bell argues Elemental's Mexico weighting is proportionate, lower than Wheaton's and similar to Franco-Nevada's, with large unexplored surface targets still across the package.

Discovery optionality is why investors own royalties: counterparties spend hundreds of millions exploring ground where Elemental holds a royalty slice. The net asset value per share trend is the best single KPI for comparing royalty companies and exposing dilution discipline. Cornerstone assets keep compounding: operator expansions at Timok, Caserones, Karlawinda, and Laverton grow resources and production without extra royalty cost. Recent catalysts include the US$25 million Chapi copper financing, the pending Vizsla Royalties acquisition, and first Russell index inclusion. Underwriting stays conservative: modeled production is delayed one to two years beyond operator timelines, and buybacks signal shares trade below NAV.

The Biggest Mining Boom Has Barely Started | Craig Parry - Inventa Capital

Key Highlights