Steve Hyland

Why Silver’s Next Move May Be Built on a Much Stronger Base | Mani Alkhafaji - First Majestic

Alkhafaji argues silver's recent pullback is healthy consolidation, building a stronger base for the next upward move in the broader cycle. Higher silver prices have not fixed the primary supply deficit, as limited new mine supply continues to constrain the market. First Majestic reports record Q1 financials, progress on the Jerritt Canyon restart, and growing direct interest from silver consumers.

Allied Gold The Zijin Deal Is On The Rocks

Zijin's $5.5 billion all-cash takeover of Allied Gold faces repeated closing delays, with the primary holdup now appearing to be on the Chinese buyer's side. Falling gold prices, shifting sector valuations, and growing jurisdictional risk in Mali may have altered the deal's financial equation since it was first announced. The central question has shifted from shareholder approval of the price to whether Chinese regulators and Zijin still want to complete the transaction at all.

Why Silver’s Drop May Not Mean the Bull Market Is Over | Peter Krauth

Peter Krauth argues silver's recent price consolidation signals a bear trap for late sellers, not a market top, supported by tight physical supply and strong industrial demand. Inflation could reaccelerate in the second half of the year, potentially driving a major capital rotation from overvalued technology stocks back into undervalued commodities. Massive structural demand from China and India, combined with ongoing supply deficits, makes triple-digit silver a realistic possibility over the next few years.

The Gold Trade Is Shifting From Margins to Growth | Geordie Mark - Bluejay Mining

Gold producers are shifting focus from margin expansion to production growth, creating a strong tailwind for developers with advanced brownfields assets in safe jurisdictions. Bluejay's Stellar project in the Yukon hosts a nearly million-ounce high-grade resource with inherited infrastructure, including a mill, camp, and road access. The company plans to focus on resource expansion through drilling before sizing a formal restart plan over the next twelve months.

CopAur Minerals - This PEA Has A Mine Life of What?!

CopAur Minerals' Kinsley Mountain PEA outlines a phased strategy: a small initial oxide heap leach operation to fund a larger sulfide expansion. The base case economics are highly sensitive to gold prices, positioning the project as a direct lever to rising gold markets. The initial four-year mine plan serves as a cash-generating platform to unlock the broader, long-term exploration potential at Kinsley Mountain.

Ontario’s Fast Track to Silver Production Is Starting to Matter | Frank Basa - Nord Precious Metals

Nord Precious Metals is advancing through Ontario's new recovery permit process, potentially enabling near-term silver production from tailings reprocessing. The Galna tailings acquisition significantly scales the opportunity, with management believing substantial high-grade silver resources sit below the historical tailings. Higher silver prices are materially improving project economics for both tailings reprocessing and future hard rock mining at the Cobalt camp.

Silver at $75, and This Project Has 224 Million Ounces | Michael Williams - Aftermath Silver

Aftermath Silver's Berenguela project holds 224 million ounces of measured and indicated silver, with copper and manganese co-products enhancing potential economics. Prefeasibility study expected in Q1 next year, with higher silver prices potentially accelerating the company's development strategy. U.S. government interest in Western Hemisphere manganese supply adds strategic value to the project alongside ongoing silver industrial demand deficits.

This Nevada Gold Mine Could Be Back in Production Next Year | Kimberly Ann - Lahontan Gold

Lahontan Gold is advancing its Santa Fe mine in Nevada toward a potential production restart, targeting a permit next year and gold pour by late 2025. The company holds a 2 million ounce gold-silver resource base and is planning an upcoming resource update and PEA to enhance project economics. CEO Kimberly Ann highlights a renewed investor interest in junior gold miners, suggesting the sector is in the early stages of a major upward cycle.

The Highest-Grade Copper-PGM Discovery in the World? | Terry Lynch - Power Metallic

Power Metallic Mines is advancing a high-grade copper-PGM discovery, moving up its maiden mineral resource estimate to July with a PEA planned for later this year. The company plans to execute roughly 40,000 metres of additional drilling, utilizing advanced muon technology to better target dense sulphide zones. CEO Terry Lynch outlines the company's expected path toward a NASDAQ listing in Q3 to improve liquidity and access a broader investor base.

A Small Gold Explorer With a Big Mexico Hit | Saf Dhillon - Questcorp

Questcorp Mining reported exceptional maiden drill results of 42m at 30.3 g/t gold at its La Union project, establishing significant high-grade discovery potential in Mexico. The company is fully funded for its next drilling phase, effectively mitigating near-term financing risk and positioning it for continuous news flow and catalysts. Raising exploration capital for Mexico remains challenging without Canadian flow-through shares, demanding superior project quality to attract increasingly selective junior mining investors.

Why More Canadians Are Starting to Think About Leaving | Jesse Day

Canada's economic decline is structural rather than political, requiring significant pain before meaningful change occurs. Young Canadians face a much harder path than previous generations due to soaring cost of living and housing affordability crises. A rising trend of exit planning is emerging as more Canadians seriously consider leaving the country for better opportunities.

SSR Mining Walks Away From a World-Class Gold-Copper Project

SSR Mining exits Hod Maden project in Turkey, converting 20% equity into a 4% NSR royalty after spending $243 million. The 2024 Çöpler mine disaster severely damaged SSR's operator credibility and political standing in Turkey. Investors must weigh jurisdiction risks, as even world-class assets face major obstacles when capital and credibility collide.

Instead of Waiting, This Gold Developer Went Bigger | Kenneth McLeod - Sonoro Gold

Sonoro Gold is executing a 50,000-metre drill program at Cerro Caliche to convert near-pit material into mineralized resources, aiming to improve strip ratios and cash costs. The company is proactively advancing development and drilling while awaiting environmental permit approval for its Mexican gold project. CEO Kenneth McLeod highlights an improved junior gold market, recent successful financings, and an expanded concession package ahead of near-term assay results.

Could This Be Canada’s Next Gold Mine? | Roger Rosmus - Goliath Resources

Goliath Resources is executing a fully funded 50,000-metre drill program at its Gold Digger project in Canada. The company recently secured full ownership of the property and believes the gold system remains open laterally and at depth. Management is focused on finding the high-grade feeder source and moving toward an initial mineral resource estimate.

Could This Be Canada’s Next Mid-Tier Gold Producer? | Kevin Bullock - NexGold

NexGold's fully permitted Goldboro project in Nova Scotia targets first gold pour by late 2028, offering investors a clear development timeline. The junior gold market is transitioning, with capital rotating from senior producers down to developers, creating a potential valuation catalyst. NexGold aims to build a pipeline targeting 300,000-350,000 ounces of annual gold production across its Canadian assets.

Why This Gold Company Keeps Spinning Out Assets | John Mark Staude - Riverside Resources

Riverside Resources is actively spinning out assets, including the Blue Jay project and its Mexico portfolio, to unlock shareholder value. The company is strategically shifting towards a royalty-focused model by organically creating royalties instead of purchasing them. With key partnerships and projects across Mexico and British Columbia, Riverside anticipates multiple catalysts over the next 12 months.

Silver at $75 and Why U.S. Silver Ounces Are Getting Hard to Find | Galen McNamara - Silver47

Silver47 CEO Galen McNamara discusses silver's potential surge to $75, highlighting how current prices could dramatically improve silver miners' profitability. Silver47 aims to expand its 247 million silver equivalent ounce resource base toward one billion ounces through planned drilling in Nevada and Alaska, plus M&A. McNamara argues U.S.-based silver resources are becoming increasingly rare, creating a strategic advantage for domestic silver explorers like Silver47.

This Gold Junior Is Sitting Next to a 3 Million Ounce Neighbor | Regan Isenor - Sylla Gold

Sylla Gold's Niaouleni project in southern Mali is located adjacent to a 3 million ounce gold resource, offering significant exploration upside. The company is awaiting license renewals before launching a larger drill program to expand the known mineralized zone. Management highlights a tight share structure and believes an undrilled geochemical target could materially increase the project's scale.

This Gold Restart Story Could Be Moving Faster Than Expected | Shaun Heinrichs - 1911

1911 Gold is accelerating its restart strategy, prioritizing rapid cash flow generation over the original PEA timeline to capitalize on strong gold margins. The company is targeting early production in 2026 and full production by 2027, with a key resource update expected later this year. Management is actively optimizing grade control and assessing funding options to bring its Manitoba mill and underground operations back online.

Why Copper Needs a Much Higher Price to Fix the Supply Problem | Greg Ferron - PTX Metals

Copper requires significantly higher prices to incentivize new mine supply, as the market begins pricing in a structural shortage. PTX Metals offers diversified exposure to copper, gold, and uranium across its Ontario-based W2 and Shining Tree projects. Investor interest in battery metals and critical minerals is returning, benefiting well-positioned junior explorers in stable jurisdictions.