Jordan Lutz
Mining Analyst & Host | The Deep Dive | Precious Metals Earnings Coverage
"No-nonsense quarterly earnings breakdowns of major mining companies with a focus on what headline numbers actually mean for shareholders"
Biography
Jordan Lutz is a mining industry analyst and content creator known for his work with The Deep Dive, a Canadian financial media platform focused on resource investing and small-cap equities. He has built a following among mining stock investors through detailed, numbers-driven breakdowns of major precious metals companies' quarterly earnings, including First Majestic Silver, Barrick Mining, and Agnico Eagle Mines.
Lutz's analysis style is notably granular and skeptical. Rather than accepting headline figures at face value, he digs into revenue composition, cash flow quality, production costs, and capital allocation decisions. His video on Barrick's Q1 2026 earnings—titled "Why Barrick's 'Strong' Quarter Wasn't So Strong"—exemplifies his approach of looking past corporate narratives to assess underlying operational performance. Similarly, his coverage of First Majestic Silver's record-breaking quarters focuses on sustainability of free cash flow, tax implications, and whether valuations reflect fundamentals.
His content spans the mining spectrum from senior gold producers to junior explorers and critical minerals plays. The coverage of Agnico Eagle's strategic bet on critical minerals through the Avenir and Fox River partnership demonstrates his attention to how major producers are positioning for the energy transition. For retail mining investors, Lutz serves as an accessible interpreter of earnings transcripts, technical reports, and sector trends—breaking down complex financial data into actionable insights without oversimplifying the underlying geology or engineering.
Videos (2)
'Major Risk' Ahead For Markets But THESE Mining Stocks Will Outperform: Mining Stock Monkey
Jordan warns of a major crisis brewing in the government bond market and a grim outlook for the global economy. Despite macroeconomic risks, he believes specific mining stocks offer shelter and still have significant upside potential. The interview covers four distinct mining stock ideas alongside analysis on gold, silver, and geopolitical tensions.
THESE Mining Stocks to Profit in Coming Crisis 'Worse Than Great Recession': Mining Stock Monkey
Jordan from Mining Stock Monkey warns of an impending economic crisis potentially worse than the Great Recession, positioning gold as a critical safe haven asset. The interview identifies three specific mining stock ideas designed to weather the upcoming storm, while also discussing one stock recently sold from the portfolio. Practical advice is offered on managing FOMO and the psychological challenges of selling positions too early during a volatile and rising gold bull market.
Key Quotes
"Barrick opened 2026 with another 'strong' quarter—but when you dig into the numbers, the story gets more complicated."
— Barrick Q1 2026 earnings analysis video
"First Majestic just delivered one of the strongest free cash flow performances in the company's history, even after paying more than $95 million in cash taxes."
— First Majestic Q1 2026 earnings breakdown
"Bigger isn't always better when it comes to mining project economics"
— Silverco Cusi Mine PEA analysis
Key Works
Detailed breakdown of First Majestic Silver's record Q1 2026 results including revenue, EBITDA, free cash flow, and production metrics
Critical analysis of Barrick Mining's Q1 2026 earnings looking past headline numbers to assess underlying operational performance
Coverage of Agnico Eagle's strategic move into critical minerals through partnership with Avenir and Fox River
Analysis of Silverco Mining's scaled-down silver restart project in Mexico
Coverage of major gold mining M&A transaction in Guyana
Specializations
Disclaimer: Jordan Lutz has NOT endorsed this platform and is not affiliated with Pixys in any way.