Chen Lin

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

• Top takeaway Lin's thesis is that Palisades' New Found Gold stake, Made in America Gold, and its uranium asset together likely cover the current share price, making the 1.7 billion warrants effectively free upside.
• He says he recommended Palisades just below $2 in his newsletter after CEO Phil O'Neill pitched him the story less than a year earlier, and calls it one of his best performers since.
• He argues the valuation is still very compressed because only in-the-money warrants are counted, and likens owning Palisades to owning Crescat without its fees or its price.
• He says he is a Palisades shareholder himself and believes juniors are in a bull market that could run for years.

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.

Michael Murphy of South Pacific Metals Corp. talks to Chen Lin | Metals Investor Forum Sept. 2026

• Top takeaway Lin, the host, says he was an early K92 investor and uses K92's high-grade vein extension trajectory as the template for what South Pacific Metals is chasing at Anchnau.
• Lin argues the stock has had a strong run and looks set up for a 'second leg'.

A BMO-led $20 million financing, upsized from $15 million, funds South Pacific Metals' drill plans for the foreseeable future, per its chairman. Drilling at the Ontenu project southwest of K92 Mining has hit mineralization on all three structures drilled, echoing K92's high-grade Kora vein geology. South Pacific Metals rebuilt the social license Harmony abandoned at Kili Teke, where past drilling outlined a 4-million-ounce gold-equivalent inferred resource. Papua New Guinea's single certified assay lab is creating a backlog, so drill-result news flow may lag despite two rigs turning. Kili Teke drilling is targeted by year-end; exploration licences allow 2,500 metres of drilling before a roughly three-month environmental permit applies.

Quentin Mai of Carlin Gold Corporation talks to Chen Lin | Metals Investor Forum Sept. 2026

• Top takeaway Chen Lin argues the royalty is the key holding: future financings may dilute the company's shares, but the 5% royalty is not diluted, and a Gold Rush- or Four Mile-scale discovery could make it worth billions.
• He says Barrick will never give the ground away now that Four Mile has been discovered, so any suitor — Barrick included — would have to pay a much higher price.
• He calls the Ivy copper project low hanging fruit, pointing to its historic 8% copper production year in 1929.
• He introduces Quentin Mai as an old friend whose prior company, West Point Gold, returned almost 10 times at one point under his coverage.

Carlin Gold's Cortez Summit project borders the Four Mile gold structure near Elko, the Barrick and Newmont district the guest calls the world's most robust. Shareholders will receive a spun-out 5% royalty as a dividend, with a plan to list it next year as Summit Royalties. A $21.5 million Electrum financing at $1.30 a share, with a Canaccord component, would leave about $37 million in the treasury to fund drilling. A 12-to-15-hole drill program awaits permitting; a 2017 Barrick joint-venture hole hit the pathfinder elements (thallium, antimony, mercury, arsenic). The historic Ivy copper skarn north of Elko averaged 4.2% copper from 1870 to 1949, and a 3,000-metre drill program is planned.

Derek Iwanaka of Prince Silver Corp. talks to Chen Lin | Metals Investor Forum Sept. 2026

• Top takeaway The host argues Prince Silver is overlooked — noting 'share price is actually not performing well' relative to peers — and lists upcoming catalysts (more drilling results, potential new ground, the resource estimate, metallurgy, and acquisitions) that investors should watch.
• He uses Aftermath Silver as a benchmark for the kind of re-rating that a successful manganese-recovery announcement could trigger for Prince.

Prince Silver targets a maiden 100M-ounce silver-equivalent resource in the coming months, with manganese excluded until metallurgical recovery is proven. Manganese grades run 8-10%, but the team waits on metallurgical testing before including it in the upcoming resource. Step-out drilling continues with an 87% hit rate, supported by more than 129 historical holes of data. Nevada's previously disturbed ground with old shafts eases permitting - an edge given manganese's US critical-metal status.

Derek Iwanaka of Prince Silver Corp. presents at Metals Investor Forum in Vancouver | Sep 2026

• Top takeaway Chen Lin is identified as a shareholder of Prince Silver Corp and a recent visitor to the Prince Mine site, and is thanked on stage for raising the soft share price as a concern.

Prince Silver doubled its land position in Nevada's Pioche District and drilled more than 10,000 meters ahead of a maiden resource estimate. The historic Prince Mine produced roughly $600 million of silver before closing at $0.73 per ounce, leaving mineralization intact at today's $65. Three rigs are turning on 130 historical and 37 new holes, with another batch of drill results due in about two weeks. Prince Silver is pursuing US critical minerals grants, which the CEO argues have driven share-price pops for domestic juniors.

Victor Feng of Auro Metals Inc. talks to Chen Lin | Metals Investor Forum Sept. 2026

• Top takeaway Chen Lin frames Santa Barbara as potentially among the world's largest gold deposits if the 4.1 Moz resource doubles, and argues the ~$230M market cap leaves room for re-rating
• Chen Lin highlights sustained major interest in large-scale Ecuadorian gold projects, citing the recent Rupert deal and broader M&A context

Auro Metals is targeting a doubling of the 4.1Moz Santa Barbara porphyry (large, low-grade gold-copper) resource via 40,000m of Phase 2 and 3 drilling. Ecuadorian porphyries have drawn major-miner M&A: Sol Gold sold for $1.2B and Lumina Gold for $420M in the past 18 months. Hole 68 cut 905m at 0.6 g/t gold and 0.12% copper — comparable to Filo's earlier porphyry intercepts and ending in mineralization at depth. Silvercorp's 27.3% cornerstone stake leaves it well-positioned to re-enter as a strategic acquirer at the permitting stage. Copper-recovery metallurgical work begins in October with samples shipped to Vancouver, ahead of a resource update in early-to-mid 2027.

Nevada's Greatest Silver Bonanza, Finally Consolidated — and Ready to Drill With Modern Equipment

• Top takeaway Chen Lin, joining for the first time, says he reviewed a small portion of the project years ago under a different company, congratulates the consolidation, and asks for a catalyst timeline, drawing out the August-September first-results schedule and the 18-month maiden-resource target.
• In the wrap-up he notes drilling should be relatively low risk since the Sutro Tunnel already saw the structure, but says the real question is whether grades run 1-2 g/t or 4-5 g/t, and that he generally prefers entering early-stage names via private placements and might wait out the gold correction until late summer despite it being on his radar.

MacKay Gold & Silver has consolidated most of Nevada's historic Comstock district, giving it a fully funded 20,000-metre drill program starting on the parallel Occidental-Brunswick structure. Higher calcite and a lower gold-to-silver ratio suggest the Occidental sits near the top of the epithermal system (one formed by hot mineral-rich fluids near surface), leaving untested bonanza-grade potential at depth. Shallow oxide drilling has already returned 25 metres at 13.5 grams per tonne gold; management targets outlining one to two million ounces within a year, with first assays around late summer. A USD$60 million financing at $1.40 delivered roughly two to three years of exploration runway, largely royalty-free ground, and a veteran expert panel that could not identify a fatal flaw.

Daniel Rodriguez & Chen Lin discuss Mercado Minerals at the May Metals Investor Forum

Mercado Minerals is advancing multiple silver exploration projects spanning over 3,000 hectares in Mexico's emerging Western Silver Belt. CEO Daniel Rodriguez highlights the company's strategy focused on disciplined exploration and unlocking value through new silver discoveries. The Metals Investor Forum provides investors direct access to vetted junior mining companies with excellent management and strong financials.

Ross McElroy & Chen Lin discuss Apollo Silver at the May Metals Investor Forum

Apollo Silver is advancing the Calico Project in California, one of the largest undeveloped primary silver projects in the United States. The company holds an option on the Cinco de Mayo Project in Mexico, a major carbonate replacement deposit with high-grade mineralization potential. Led by an award-winning management team, the company focuses on creating long-term shareholder value through exploration and development.

Patrick Donnelly of Alaska Silver Corp. talks to Chen Lin at the May Metals Investor Forum

Alaska Silver Corp controls a district-scale 80,000-acre exploration project in western Alaska with existing high-grade silver and gold resources. The Illinois Creek Project features two resource-stage zones with significant exploration upside, situated near the established Yukon River transportation corridor. The company's management team possesses extensive experience in large-scale mineral discoveries, a critical factor for junior mining investor success.

Mark Tommasi & Chen Lin discuss Canary Gold at the May Metals Investor Forum

Canary Gold is rapidly expanding its dominant land position in Brazil's underexplored and highly prospective Madeira River gold district. The company holds an option to earn a 70% interest in the Rio Madeira Project through staged exploration expenditures and milestone payments. Investors gain direct access to vetted junior mining companies with excellent management teams and strong financials at the Metals Investor Forum.

Gwen Preston & Chen Lin discuss Alex Metals at the May Metals Investor Forum

Alex Metals is targeting Greens Creek-style polymetallic VMS deposits in the underexplored Alexander Terrain of Alaska, aiming for a major precious metals discovery. The company plans to drill five high-grade copper, gold, and silver targets this summer, following up on historic intercepts with strong mineralization potential. Alex Metals is completing a TSXV Direct Listing with strong financials, boasting $14 million in cash and an approximate $31 million market capitalization.

Warwick Smith & Chen Lin discuss American Pacific Mining at the May Metals Investor Forum

American Pacific Mining CEO Warwick Smith presents the company's strategy focused on high-quality precious and base metals projects in the Western United States. The company's flagship Madison Copper-Gold Project in Montana earned finalist recognition for Deal of the Year at the S&P Global Platts Metals Awards in 2021 and 2022. A 2025 transaction with Vizsla Copper provides American Pacific with major equity position and milestone upside exposure to the advanced-stage Palmer VMS Project in Alaska.

Chen Lin: What War, AI, and Market Volatility Mean for Investors at the May Metals Investor Forum

Chen Lin analyzes the intersection of global conflicts, artificial intelligence, and market volatility for metals investors. Presentation delivered at the Metals Investor Forum in Vancouver, highlighting macroeconomic trends impacting the sector. Emphasizes the critical importance of evaluating management quality when making junior mining investment decisions.

METALS INVESTOR FORUM | REGISTER NOW | MAY 8-9, 2026

The Metals Investor Forum is scheduled for May 8-9, 2026, at the JW Marriott Parq in Vancouver, offering free admission for pre-registered investors. An elite lineup of seven renowned newsletter editors will present handpicked, high-potential mining companies selected before they reach mainstream market radar. Attendees will gain access to key drill results, fresh company updates, and networking opportunities with industry experts shaping the mining sector's future.

Shane Williams of West Red Lake Gold Mines Ltd. talks to Chen Lin| Metals Investor Forum | Feb 2026

Shane Williams discusses West Red Lake Gold Mines' strategy to restart the high-grade Madsen Gold Mine in Ontario's prolific Red Lake district. The company holds a district-scale land package with significant exploration upside, aiming to build a sustainable and profitable gold mining operation. Interview highlights the importance of vetted management teams for junior mining success, presented at the Metals Investor Forum.

Giordy Belfiore of Silver47 Exploration talks to Chen Lin | Metals Investor Forum | February 2026

Silver47 Exploration VP discusses company's high-grade silver and critical metal projects at Metals Investor Forum in Toronto. Company applies modern exploration techniques to unlock potential in underexplored districts across top-tier Canadian jurisdictions. Interview highlights importance of management quality assessment for junior mining investors through direct engagement opportunities.

Manuele Lazzarotto of Juggernaut Exploration Ltd. talks to Chen Lin | Metals Investor Forum

Juggernaut Exploration focuses on district-scale precious and base metal discoveries in British Columbia's prolific Golden Triangle region. Company applies systematic exploration and modern geological targeting to uncover new high-grade gold, copper, and silver deposits. Interview highlights management quality as essential success factor for junior mining companies at the Metals Investor Forum.

Joaquin Marias of Argenta Silver Corp. talks to Chen Lin | Metals Investor Forum | February 2026

Argenta Silver CEO discusses company strategy at Metals Investor Forum, highlighting silver exploration projects supporting global energy transition. Company positioned to benefit from rising silver demand driven by renewable energy and emerging technology applications. Interview provides investors direct management access to assess leadership quality of this disciplined junior silver explorer.

Derek Macpherson of West Point Gold Corp. talks to Chen Lin | Metals Investor Forum | February 2026

Derek Macpherson, CEO of West Point Gold Corp., discusses the company's gold exploration strategy at the Metals Investor Forum in Toronto. West Point Gold focuses on advancing high-quality gold projects in premier mining jurisdictions through systematic exploration and disciplined capital allocation. The Metals Investor Forum provides investors direct access to vetted junior mining companies with excellent management teams and promising properties.