Shad

Erik Wetterling – Value Proposition In Nevada King Gold, Cabral Gold, and Rua Gold

• Top takeaway The host frames Cabral's saprolite revenue stream as an 'ATM' that can fund drilling and the larger project without constant capital raises, while cautioning that execution risk remains.
• He closes by arguing the value already in the ground makes all three companies conservative spots to accumulate, with upside optionality from multiple value levers and alpha catalysts ahead.

Nevada King trades at a steep discount to its strategic investor's entry while drilling 40,000 metres across a brownfield Nevada oxide gold project. Cabral Gold's Phase 1 heap leach (recovering gold from loose near-surface rock) is roughly 85% built and commissioning in Brazil. Rua Gold pairs a fast-tracked starter underground project in New Zealand with antimony (a critical mineral) and district-scale exploration upside. The guest argues cheapness is the best offense and defense, making proven ounces plus exploration optionality an asymmetrical setup. Early revenue from a small starter operation can fund exploration and shield juniors from sector sentiment and dilution.

Joel Elconin - Markets Defy Geopolitical Tensions as Earnings Season Kicks Off

Markets show resilience with V-shaped recovery, hitting all-time highs despite geopolitical tensions in the Middle East. Earnings season focuses on mega-cap tech's ability to justify massive AI capex spending through tangible profitability results. Lockout rally dynamics force sidelined investors to buy shallow dips as defensive sectors rotate back into growth.

Sitka Gold - Strategic Value of Tungsten By-products in Gold Deposits, Tungsten Assay Results

Sitka Gold confirms significant tungsten mineralization over 850 meters at its Rhosgobel deposit, enhancing project value with a high-priced critical mineral by-product. Metallurgical synergy exists as scheelite tungsten can be recovered using the same gravity and flotation methods already planned for gold extraction. Ongoing 60,000-meter drill program at the RC Gold Project continues into 2026, with upcoming assay results expected to expand the resource base.

Aztec Minerals - Drill Results Expand Gold Mineralization At The Westside & Contention areas

Aztec Minerals reports 107.9 meters of 0.62 g/t gold and 24.8 g/t silver at Westside, confirming a unified, continuous mineralized system with Contention. Drilling reveals significant bulk tonnage potential with a lower-grade 'halo' effect, supporting a viable open-pit mining model at the Tombstone Project. Company holds $6.5 million CAD in cash, fully funding exploration through summer, with current focus on the high-priority Hard Up exploration area.

Versamet Royalties – Acquisition of 3.52% Gold Stream At Eskay Creek, Production To Commence In 2027

Versamet Royalties acquires a 3.52% uncapped gold stream on the high-grade Eskay Creek project for $340 million, significantly boosting its production profile. The acquisition is expected to add 10,000 GEOs annually starting in 2027, increasing Versamet's total output by approximately 50%. Management highlights the torque royalty companies can achieve through strategic debt financing and partnerships with strong operators like Skeena Resources.

West Red Lake Gold – More High-Grade Gold Assays Returned From The 904 Complex At The Austin Zone

West Red Lake Gold reports exceptional high-grade drill results from Austin 904 Complex, including 215.46 g/t Au over 5.35m, demonstrating strong underground potential. The intact 200m by 200m Austin 904 panel was historically preserved due to ventilation infrastructure, offering rare full-access mining opportunities with larger stopes. Upcoming catalysts include pending assays from Fork and Rowan deposits, plus planned drilling at Lower Austin, Derlak, and near-surface Starratt-Olsen targets.

Amex Exploration – Phase 1 Feasibility Study, Bulk Sample, Visual Project Overview, & Exploration

Phase 1 Feasibility Study outlines robust economics with a post-tax NPV5 of CAD$1.13 billion, 114.6% IRR, and low AISC of USD$910/oz, signaling strong potential profitability for investors. Management is executing a de-risked strategy by initiating a trial-mining bulk sample in mid-2027, which will generate non-dilutive capital and accelerate the timeline to first revenue in 2028. The company is aggressively expanding its resource base with a 100,000-meter drill campaign and strategic land acquisitions, aiming to substantially extend the mine life beyond the initial 5-year Phase 1.

Dryden Gold – 3 New High-Grade Gold Discoveries Made Along The Big Master Gold System At Gold Rock

Dryden Gold reports three new high-grade gold discoveries at Gold Rock, including intercepts of 32.87 g/t and 13.08 g/t gold, extending mineralization along the Big Master system. The 2026 work program will test depth extensions at Gold Rock Camp and expand regional exploration across the Sherridon and Hyndman areas within the Dryden Gold District. Pending assay results from the first six holes drilled at Hyndman this season are expected imminently, providing a near-term catalyst for investors.

Dave Erfle - Gold & Silver Rebound: Where Does Price And The Stocks Go From Here?

Gold and silver experienced a healthy technical correction following recent peaks, presenting a potential buying opportunity for mining investors. Mining sector fundamentals are arguably the strongest in decades with robust producer margins, yet generalist investors remain largely absent. Critical weekly moving average closes for GDX and GDXJ are required to confirm the mining sector has officially bottomed.

Great Pacific Gold - Expanding High-Grade Gold Structures at Wild Dog, Kavasuki Target

Great Pacific Gold reports broad zones of consistent high-grade gold-equivalent mineralization starting from surface at the Kavasuki target. Successful structural modeling adjustments have improved drilling accuracy, revealing the true orientation of the high-grade vein system. A recent $20 million financing will accelerate exploration across the 15km corridor, including deep target geophysics and Cassie Ridge drilling.

Heliostar - Ana Paula Drill Results: 101m @ 5.34g/t Gold In The Expansion Zone

Heliostar Metals reports exceptional 101m @ 5.34g/t gold intercept at Ana Paula, indicating significant high-grade resource expansion potential at depth. Company plans aggressive 30,000+ meter 2026 drill program targeting infill and step-out zones to unlock multi-million ounce growth. Self-funded growth strategy utilizing internal cash flow from production to finance exploration and underground decline development.

Erik Wetterling – Value Proposition In Amex Exploration, K2 Gold, and Goldsky Resources

Amex Exploration's Perron Gold Mine feasibility study outlines a profitable Phase 1 underground operation, with significant district-scale exploration upside remaining in Quebec. K2 Gold achieves a critical permitting milestone with a positive Record of Decision, unlocking the exploration potential of its flagship Mojave Project in California. Goldsky Resources consolidates 100% ownership of the Barsele Gold Project in Sweden, backed by Agnico Eagle Mines taking a strategic control position.

TG Watkins - Market Resilience: Technical Indicators Signalling a Major Market Inflection Point

Markets are demonstrating unexpected resilience despite geopolitical tensions in the Strait of Hormuz, shrugging off negative news and signaling underlying bullish momentum. Speculative assets like crypto and cannabis may have bottomed out, with specific technical indicators suggesting risk-on capital is ready to return to these high-risk sectors. A hard market pullback is anticipated to shake out weak hands, presenting a strategic primary buying opportunity for investors at key technical support levels.

Cosa Reports - 3 of 5 Drill Holes Return Anomalous Radioactivity Readings At Murphy Lake North

Cosa Resources reports three of five drill holes returning anomalous radioactivity at Murphy Lake North, with strongest intersection of 5.0 metres at 13,900 CPS. Radioactivity remains open in multiple directions including 600 metres along strike both east and west within the kilometre-scale Cyclone alteration zone. Summer drilling plans are being finalized with JV partner Denison Mines, with the drill remaining on site for rapid startup pending outstanding assays.

FireFox Gold - Mustajärvi Drill Results: Expanding the East Zone & Connecting High-Grade Discoveries

FireFox Gold's systematic fence drilling at Mustajärvi is successfully expanding the East Zone with high-grade intercepts, de-risking the project ahead of a resource estimate. The company is strategically drilling a 1.1-kilometer gap between the East and Northeast zones to test the highly prospective Triangle Target for potential resource expansion. With new board member Martin Ripp adding financial expertise, FireFox Gold is preparing to test deep targets beyond 300 meters to unlock further scale potential. Significant drill results including 13m at 6.29 g/t and 10m at 3.5 g/t gold demonstrate strong continuity and high-grade potential in the East Zone.

Rick Bensignor & Dana Lyons - Technicals Trump News in Uncertain Times: Markets, Oil, Gold, Bitcoin

Rick Bensignor advises shifting from overextended growth to tactical cash reserves and defensive positioning amid current market volatility. Dana Lyons identifies bullish setups in semiconductors and Latin American markets while maintaining cautious, reduced exposure to metals and energy. Both experts emphasize relying on technical analysis rather than news headlines to navigate uncertain geopolitical and macroeconomic conditions.

Troilus Mining – Basic And Detailed Engineering, Capital Stack, Permitting, & Exploration Update

Troilus Mining advances basic and detailed engineering with integrated EPCM structure, targeting a construction decision in late 2026. The company filed its ESIA for the Quebec project, marking a major permitting milestone after five years of comprehensive baseline studies. Troilus signed an MOU with Boliden for copper-gold concentrate offtake and is actively building out the capital stack for financing.

Marc Chandler- Market Reaction to Middle East War, the Case for Gold, the Future of the Petro-Dollar

Geopolitical tensions in the Middle East are driving market volatility, but technical analysis suggests markets often anticipate major developments before headlines hit. Central banks are accumulating gold as a strategic reserve asset, with potential significant market impact if the U.S. revalues its gold holdings under new Fed leadership. The Federal Reserve remains trapped between slowing job markets and rising energy prices, with latest CPI data showing inflation jumping to 3.3%.

Cerrado Gold – 2025 Financials At MDN, Exploration Update, Lagoa Salgada EIA, Mont Sorcier BFS In Q2

Cerrado Gold achieved 2025 production guidance with 50,238 GEOs and strong Q4 AISC reductions, positioning the company for improved margins in 2026. A substantial 70,000-meter drill program is underway at the MDN mine in Argentina, aimed at significantly extending mine life and discovering new high-grade zones. The Mont Sorcier Iron-Vanadium project in Quebec boasts a prior PEA NPV of US$1.6 Billion, suggesting the current market cap severely undervalues the company's combined assets.

Joel Elconin - When News and Price Are Telling Different Stories, What Should We Believe?

Markets remain remarkably resilient despite global volatility, with investors prioritizing price action over personal opinions amid shifting geopolitical headlines. Crude oil prices experienced a dramatic $20 drop, but are expected to eventually stabilize at a higher baseline than in previous years. A widening gap exists between AI hardware companies and the struggling software sector, while utilities hit all-time highs.