Robert Sinn
Guest
"Technical and fundamental analysis of precious metals and junior mining stocks, and presentations at the Metals Investor Forum"
Biography
Robert Sinn is a 22+ year veteran trader, portfolio manager, and market commentator who specializes in precious metals, junior mining stocks, and biotechnology. Throughout his career, Sinn has developed a reputation for combining both fundamental and technical analysis to identify opportunities in resource markets, with a particular emphasis on gold, silver, and copper. His approach blends chart-based timing with deep fundamental research into mining companies, giving investors a framework for navigating the often volatile junior mining sector.
Sinn is a frequent presenter at the Metals Investor Forum in Vancouver, where he shares his outlook on precious metals producers, developers, and explorers. His presentations regularly cover the technical and fundamental state of gold, silver, and copper markets, recent M&A and takeover transactions in the mining space, and specific junior explorer opportunities he believes warrant investor attention. He has highlighted the scarcity of quality tier-1 gold and silver development projects as a structural issue driving senior producers toward copper acquisitions—a thesis with direct implications for how investors should position across the resource sector.
As an active market commentator, Sinn has been quoted and cited by major financial media outlets including CNBC. He publishes his analysis through his Substack newsletter, where he covers futures, metals, junior mining, and broader market themes. Sinn is also a regular guest on the Korelin Economics Report (KER), where he provides detailed breakdowns of mining equities, commodity price action, and sector trends for an audience of resource-focused investors.
Sinn's work is particularly relevant for investors trying to time entries and exits in mining stocks. His analysis of seasonal patterns—such as his examination of whether "sell in May and go away" applies to metals markets—demonstrates his focus on actionable timing strategies rather than purely theoretical commentary. For mining stock investors, Sinn offers a practitioner's perspective grounded in decades of real-market experience across futures, equities, and the unique dynamics of the junior resource space.
Videos (25)
StrikePoint Gold: Nevada’s Next Big Gold Discovery? | Mike Allen & Robert Sinn
- Top takeaway Sinn says he bought StrikePoint shares the morning of the October 2026 interview and sees the roughly $2 level, against an earlier 20 cent price, as an opportunity, while attributing selling to holders anchored to the old quote.
- He says he will be on the ground at Northumberland within a couple of weeks and closes the interview by pressing Allen on how large the deposit could become with more drilling.
StrikePoint Gold closed a financing that CEO Mike Allen sizes at $190 million — unusual cash depth for a junior explorer. BlackRock holds just over 10% after joining an upsized round, alongside London family offices Tembo and Athaka. Two of five drill permits come first, targeting one core rig and one RC rig on site by year-end. The 4.4 million ounce resource is capped by drill density rather than geology; infill could push it toward 6 million ounces. Bull-case upside lies beyond the pit, benchmarked against Nevada Gold Mines' 32 million ounce Betsey Post deposit.
Robert Vallis of Tiger Gold Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026
- Top takeaway The interviewer argues Tiger Gold has a clear path to 4-5M oz of open-pittable resources in a great location and is puzzled that the market is not awarding the stock a higher valuation today.
- He highlights the rare continuity of Seabell's 2026 drill results — 400-600m intercepts at 0.6-0.7 g/t — as evidence of a large-scale, open-pit-able gold deposit.
Tiger Gold's CEO argues the market is mispricing the Quinchía project, pointing to a path toward 4–5 million ounces and full existing infrastructure. A 22,000-metre drill program targets a maiden Ceibal resource by early November, with two resource updates and a refreshed PEA due in Q1 next year. The 2025 PEA outlines 1.4 Moz life-of-mine production at roughly 140,000 ounces a year for the first five years and a US$534M base-case NPV. Vallis frames Colombia as a transformed jurisdiction, citing a nearby producing peer at 250,000 ounces a year and rising foreign investment as evidence. Drilling beneath Tesorito hit grades up to 3 g/t with copper traces at 800–900 metres, hinting at the porphyry feeder system beneath the district.
Brian Goldner of Talon Metals Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026
- Top takeaway Sinn called hole 562A the first drill hole of that caliber he has seen in width and grade, in his own experience or reading, citing 50-plus meters of 50%-plus copper equivalent.
- Sinn argues full permitting of Tamarack would be a rerating opportunity for Talon.
- Sinn pushed the scale question and the origin of Vault's gold-silver (electrum) mineralization, drawing out the two genetic hypotheses Goldner offers.
Talon Metals' Vault zone at Tamarack returned 46 meters of massive sulfide grading about 57% copper equivalent — an exceptionally high-grade intercept. Shoulder-core assays revealed surprise PGE (platinum-group elements) and gold mineralization — the bottom 4.6 meters ran 5% nickel equivalent — pointing toward more massive sulfide. Tamarack permitting has entered the EIS (Environmental Impact Statement) stage after public comment closed, targeting completion by Q1 2029 and possible operations around 2031. About $175 million in federal Department of Energy grants supports the processing facility, and $20.6 million funds exploration with five — soon six — rigs. Massive sulfides need no huge tonnage to matter, and high-grade nickel shows along an 18-kilometer intrusion, giving Tamarack real scale potential.
Enrico Gay & Joao Rocha of Algo Grande Copper talks to Robert Sinn | Metals Investor Forum Sept.2026
Algo Grande frames the Cerro Grande Skarn — a copper-bearing contact zone — with over 50 million ton upside along the Sonora-Arizona Porphyry Belt. Phase Two Hole 3 widened the skarn from a 300 by 50 meter zone to roughly 600 meters prospectable; assays expected in 2-3 weeks. Two rigs work the skarn in opposite directions — Hole 6 stepping south, Hole 7 stepping north — along a seven-kilometer limestone corridor. CEO Gay defends raising without warrants as a way to attract longer-horizon capital and avoid warrant-overhang dilution in early-stage juniors. The recent C$4.8 million financing closed oversubscribed, including the Quaternary Group alongside legacy shareholders at the February 2026 valuation.
Charlie Greig of Metal Energy Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026
- Top takeaway Sinn drives the interview with targeted questions about specific drill holes (8-11), alteration minerals, and assay timing, signalling familiarity with Metal Energy's exploration model
- Sinn closes by framing Greig as someone who will 'finish out his career with a big discovery' at NIV, signalling a bullish editorial stance on the company
Metal Energy expanded to two rigs and drilled over 6,000 meters at its NIV copper-gold-molybdenum project in BC, finishing a shortened season. Hole 11 cut visible copper in intrusive rock; the team is vectoring north toward higher-temperature alteration and stronger molybdenum-in-soil signatures. Gold assays are the next catalyst; the CEO says they're batching results rather than paying rush fees on what he calls a bulk-tonnage target. After NIV shuts down this month, drilling shifts to Highland Valley's copper-molybdenum project, where a low-cost skid rig will replace helicopter support. Major shareholders Teck and Sentara (adjacent operators at Toodoggone and Highland Valley) toured the property this summer and plan to re-engage with Metal Energy.
Guy Le Bel of XXIX Metal Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026
- Top takeaway As the guest moderator at the Metals Investor Forum, Robert Sinn steers the interview through structured technical questions on Thierry's K1/K2 zones and Opimiska's PFS-stage work.
- Sinn frames XXIX's pitch as an "opportunity" for investors and presses Le Bel on how the valuation gap to peers will actually be closed.
XXIX Metal is advancing two Canadian copper projects: Thierry in Ontario (active K1 drilling) and Opemiska in Quebec (PEA complete, PFS underway). At Thierry, the K1 zone is reinterpreted to show grade rising with depth — 0.54% copper over 175m at 400m, mineralization at 600m. Opemiska drilling above a former Falcon Bridge gold mine identified a new zone — 7.5m of 1 oz/ton gold, 3 oz/ton silver, 1% copper. The CEO pegs upside against a $2B-market-cap peer copper mine; XXIX trades at ~$80M and aims to close that gap. Six drills across both projects by year-end; Thierry drilling paused for hunting season and resumes late October.
Major Peruvian Miner Minsur Makes Strategic Investment in Pacific Ridge Exploration
- Top takeaway Interviewing CEO Blaine Monaghan after the financing, Sinn highlights RDP's grades, calling the 162-meter intercept of 1.9% copper equivalent pretty impressive.
- Sinn presses on why prior drilling never tested the center of the Day target at RDP and on how deep Pacific Ridge is willing to drill in search of a new porphyry center.
Peruvian major Minsur became a strategic investor, taking 13.8% of Pacific Ridge through an $8.5 million financing — its first investment outside South America. The strategic participation let Pacific Ridge price the round at $0.294 with fewer warrants, leaving about $9 million cash and roughly 97 million shares out. Nearly $4 million of charity flow-through (financing that must fund critical-minerals work) points the first drilling at the more copper-rich RDP project. Both projects get at least 2,500 meters: RDP drills a suspected porphyry center (a deposit's mineralized heart), Kliyul starts at target M39. RDP's high-grade hits (162 meters at 1.9% copper equivalent — all metals restated as copper grade) pull major interest because grade cuts the tonnage needed.
Weekend Show - Mike Larson & Robert Sinn - Q3 Market Outlook, Energy Shifts, and Critical Minerals
- Top takeaway Robert Sinn sees mounting signs of a tradable low in gold to start Q3 2026: repeated breaks under $4,000 that snapped back within the hour, the Daily Sentiment Index at 10, and zero breadth in gold miners — with $3,955 possibly the low on the August contract.
- He argues gold miners are priced for gold 10-20% below spot, so as long as gold keeps treading water around $4,000 he expects miners to start outperforming again later in the summer, with Q2 earnings as the catalyst.
- He notes gold's Q2 2026 quarterly candlestick was the most bearish in several years (at least since 2020), which crushed sentiment — yet even in a cyclical bear, a short squeeze could rally gold to $4,300-$4,400 before any retest of the low.
- On juniors, he says seasonality turns favorable after the July 4 holiday and cashed-up companies rush out good drill results — a potential 'perfect storm' for a rally into August — but a company with no news by US Thanksgiving is a warning sign.
- His boldest second-half call is platinum: he thinks it is very cheap, a rise of about 50% would not be a stretch, and he sees it trading back above $2,000 and possibly reaching $2,500 by year-end 2026.
Mike Larson argues the H1 2026 rotation out of megacap tech is healthy, and favors diversifying into energy, industrials, and materials. Generalist money has rotated from precious metals into critical minerals as governments treat mineral supply chains as national security, a shift both expect to last. Robert Sinn sees gold's quick rejection below $4,000 and extreme bearish sentiment as marking a tradable low, with miners priced for far worse. Q2 earnings arrive with near-record producer margins against depressed expectations, which Sinn argues sets up senior miners for an upside re-rating. Post-July 4 seasonality plus cashed-up juniors rushing drill results could fuel a summer rally; Sinn picks platinum as his second-half wildcard.
Robert Sinn –Technical / Fundamental Setup In Gold, Silver, & Precious Metals Stocks Heading Into Q3
- Top takeaway Argues a tradable low may be in place for gold at the start of Q3 2026: gold flushed below $4,000 in late June, rebounded to about $4,100, and the August contract low near $3,955 could mark the downturn low, though he wants further confirmation.
- Concedes gold and the miners are in a cyclical bear market as of early July 2026, but says rare extremes, a Daily Sentiment Index reading of 10 for gold and zero breadth in gold miners, point to a selling climax that could be near its end.
- Contends producers are already priced for gold 10-20% below spot, so miners could start outperforming again later in the summer of 2026 even if gold merely oscillates around $4,000.
- Expects Q2 earnings starting late July, favorable post-Independence-Day seasonality, and a flood of junior drill news to be catalysts, and picks platinum as his top metal for H2 2026, saying a move back above $2,000 and possibly to $2,500 by year end would not be a stretch.
- Advises selling positions that are not working, concentrating on five or six highest-conviction holdings, and averaging down only with genuinely better information, naming Agnico near $150 and Newmont near $94 as levels where he would add.
Gold flushed below $4,000 into quarter-end while sentiment and breadth hit extremes — early signs of a tradable low as Q3 opens. Producers still earn near-record margins, so major miners already discount gold prices 10-20% below spot, setting up potential earnings-driven reratings. Cash-rich explorers and developers are running their biggest drill programs in years, promising a news flood into what is usually a favorable season. Portfolio discipline: sell positions that never work, weight your best-understood convictions heaviest, and average down only with genuinely new information. The guest names platinum his second-half wildcard, arguing it is cheap and could trade back above $2,000, perhaps to $2,500, by year end.
Post-Forum Interview: Drew Anwyll of Mayfair Gold Corp. with Robert Sinn (May Metals Investor Forum)
Mayfair Gold's Fenn-Gib project in Ontario shows strong economics with a $652M after-tax NPV (Net Present Value — the present value of future cash flows) and a 2.7-year payback period. The 4.3 million-ounce gold project targets average annual production of roughly 64,000 ounces over a 14.3-year mine life. Drew Anwyll emphasizes using existing infrastructure in the Timmins gold district to advance the project toward production with capital discipline.
Robert Sinn Interviews White Gold Corp.’s David D’Onofrio Following the May Metals Investor Forum
White Gold Corp. CEO David D'Onofrio discusses the company's upcoming PEA and key catalysts following the May Metals Investor Forum in Vancouver. The Metals Investor Forum provides investors direct access to vetted junior mining companies with strong management, financials, and promising properties. Robert Sinn of Goldfinger Capital interviews D'Onofrio, highlighting White Gold's strategic outlook and upcoming milestones for potential investors.
Standard Uranium - Sean Hillacre & Jon Bey Speak with Robert Sinn After May Metals Investor Forum
Standard Uranium leadership discusses the upcoming drill program at the Davidson River Project in the Athabasca Basin. The interview highlights the company's strategic exploration plans following their presentation at the Metals Investor Forum. Investors gain direct insights into management's vision and operational timeline for this advanced-stage uranium asset.
Should Investors “Sell in May” in 2026? Robert Sinn Breaks It Down
Robert Sinn analyzes the 'Sell in May' strategy for 2026, providing investors with seasonal market timing insights for the metals sector. The presentation emphasizes that evaluating management quality is a critical, yet challenging, factor for achieving success in junior mining investments. The Metals Investor Forum offers investors a unique competitive advantage by facilitating direct, in-person access to company management teams.
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.
Paul Geddes of TDG Gold Corp. talks to Robert Sinn | Metals Investor Forum | February 2026
TDG Gold Corp. controls 50,000 hectares of prospective mineral claims in British Columbia's Toodoggone District, advancing both brownfield and greenfield gold, copper, and silver targets. Vice President Paul Geddes presents the company's systematic exploration strategy at the Metals Investor Forum, highlighting the region's past-producing mines and significant discovery potential. The Metals Investor Forum provides investors direct access to vetted junior mining companies with excellent management teams, strong financials, and promising properties selected by newsletter writers.
Craig Hallworth of Gunnison Copper Corp. talks to Robert Sinn | Metals Investor Forum | Feb 2026
Gunnison Copper advances its Arizona-based copper project using low-impact in-situ recovery technology to produce "Made in America" copper cathode. The company targets U.S. energy, defense, and manufacturing supply chains, positioning itself to benefit from domestic sourcing initiatives and infrastructure demand. Management highlights the Metals Investor Forum as a vetted venue where investors can directly assess leadership quality of junior mining companies.
Guy Le Bel of XXIX Metal Corp. talks to Robert Sinn | Metals Investor Forum | February 2026
XXIX Metal Corp advances two high-grade Canadian copper projects with strong infrastructure access, positioning it as a key emerging copper producer. The Opemiska Project PEA demonstrates robust economics with a $505M after-tax NPV, 27.2% IRR, and a rapid 2.3-year payback at $4.35/lb copper. CEO Guy Le Bel presents the company's growth strategy at the Metals Investor Forum, highlighting copper demand fundamentals and operational scalability.
Charlie Greig of Metal Energy Corp. talks to Robert Sinn | Metals Investor Forum | February 2026
Metal Energy Corp. CEO Charlie Greig presents the company's critical metals portfolio, highlighting copper and gold assets across Canada. The company recently acquired the fully permitted, drill-ready NIV copper-gold-molybdenum project in British Columbia's Toodoggone District. Metal Energy maintains multiple high-potential exploration opportunities including Highland Valley and Manibridge projects targeting copper, nickel and precious metals.
What Is Technical Analysis? Does TA “Work” On Junior Mining Stocks? Robert Sinn - Goldfinger Capital
Robert Sinn of Goldfinger Capital explains the fundamentals of technical analysis and its application to junior mining stocks. Presentation evaluates the effectiveness and limitations of using chart patterns and indicators for junior mining equities. Educational session from the Metals Investor Forum provides investors with analytical tools for junior stock evaluation.
Terry Harbort of Talisker Resources talks to Robert Sinn | Metals Investor Forum | January 2026
Talisker Resources is transitioning to a multi-asset gold producer following first gold sales achieved in August 2025 at the Mustang Mine. The company is advancing its district-scale 33 km Bralorne Gold Complex in British Columbia with planning underway for a second mine at Olympus. CEO Terry Harbort emphasizes building long-term shareholder value through organic growth and revenue generation from high-grade gold assets.
Key Quotes
"The lack of quality tier-1 gold and silver development projects may be why more of the senior gold producers are focused on getting strategic positions into copper assets."
— Korelin Economics Report interview
"I'm not so sure that 'sell in May and go away' is the right move in 2026."
— Metals Investor Forum Vancouver presentation
Key Works
Presentation for the May 2026 Metals Investor Forum in Vancouver examining seasonal timing strategies in metals markets
KER interview covering precious metals outlook, M&A in mining, and three junior explorers worth reviewing
Discussion with Vince Lanci on precious metals markets and gold mining stock positioning
Specializations
Disclaimer: Robert Sinn has NOT endorsed this platform and is not affiliated with Pixys in any way.