Steve Hyland

A New Gold Giant Is About to Be Born! | Equinox X Orla

Equinox Gold and Orla Mining are merging via an all-stock deal to create a new senior gold producer targeting 1.1 million ounces annually by 2026. The combined entity controls a robust pipeline of growth projects, anchored by Greenstone, Valentine, and Musselwhite, with potential to reach 2 million ounces. The video analyzes the strategic rationale behind the merger, including deal terms, asset quality, and Mexico exposure, to assess its investment potential.

Higher Gold Prices Are Changing What Counts as a Real Discovery | Mike Bennett - Altamira Gold

Higher gold prices are fundamentally changing project economics, making previously uneconomic lower-grade bulk tonnage deposits viable and attractive for junior miners. Altamira Gold's Maria Bonita discovery continues to expand, with recent drilling results suggesting the potential for a significantly larger mineralized system than initially anticipated. The company is pursuing a dual strategy of continued exploration drilling to prove scale while simultaneously advancing a small-scale production path to generate cash flow.

Why Silver Still Hasn’t Seen the Real Mania | Craig Hemke

Negative real interest rates remain the primary macroeconomic catalyst driving gold prices higher, keeping the bullish thesis intact for investors. Silver may be acting differently this cycle due to shifting physical demand from China and India, creating a structurally tight market despite low retail participation. Mainstream investors still show minimal interest in mining shares, suggesting the current bull market in precious metals equities remains in its early stages.

Why Copper Could Be Heading to a Price No One Is Ready For | Craig Parry - Vizla

Copper prices may surge dramatically higher due to years of underinvestment, permitting delays, and aging mines creating a severe long-term supply deficit. A significant disconnect currently exists between copper prices and copper equities, presenting a potential buying opportunity for investors in quality projects. Inventa Capital's copper portfolio, including the Palmer, Woodjam, and Poplar projects, offers exposure to high-grade copper assets in favorable jurisdictions.

First Majestic Q1 Earnings - A Bang Up Quarter

First Majestic delivered record Q1 revenue and strong free cash flow despite paying over $95 million in taxes. Rising silver prices are significantly expanding the company's margins, masking underlying cost inflation pressures. The company continues to rapidly build its cash treasury, creating strategic options for future capital allocation.

Copper’s Structural Shortage May Be Here to Stay | Colin Joudrie - Selkirk Copper

Copper's current market strength is structural, driven by years of underinvestment, major mine delays, and negative TCRC levels. Selkirk Copper is advancing the Minto mine restart with 52,000 meters of new drilling, an upcoming resource update, and a PEA. Near-term copper developers are uniquely positioned to capitalize on a sustained supply deficit and long permitting timelines.

Why Barrick’s “Strong” Quarter Wasn’t So Strong | Q1 2026 Earnings

Barrick's Q1 2026 results appeared strong year-over-year, but key financial metrics and production declined compared to the previous quarter. Despite a stronger gold price environment, production, sales, and several key financial metrics all moved lower, suggesting underlying operational challenges. The video questions whether the positive stock market reaction was justified, comparing Barrick's performance against peers like Agnico and Newmont.

Gold and Silver May Be Ready for Another Run | Shawn Khunkhun - Contango Silver & Gold

Shawn Khunkhun views the recent gold and silver pullback as healthy, suggesting mining stocks may have oversold relative to the metals, creating a favorable setup for a new leg higher. The newly merged Contango Silver & Gold combines current cash flow from operations with a deep development pipeline, using a DSO strategy to self-fund aggressive future growth. Key assets Lucky Shot, Johnson Track, and Kitsault Valley each offer distinct value, with Kinross playing a strategic role at Manh Choh to drive near-term production and revenue.

Silver Is Strong Again, and This Producer Is Ramping Up | Arturo Prestamo - Santacruz Silver

Santacruz Silver is positioned for a stronger second half as Bolivar recovers from flooding and Sorakaya approaches production. CEO Arturo Préstamo highlights the company's financial differentiation with positive cash flow, retained earnings, and a growing treasury. Rising silver and zinc prices are significantly improving the company's business economics and prompting a change in reporting metrics.

Gold Giant Agnico Eagle Makes a Critical Minerals Bet | Avenir x Fox River

Agnico Eagle is diversifying beyond gold by entering the critical minerals space through Avenir Minerals' acquisition of Fox River Resources. The Martison phosphate project is highlighted as a key asset tied to food security, batteries, and Western industrial supply chains. This strategic deal signals a broader trend of major miners targeting independent North American igneous phosphate deposits.

We’re In for a Long Silver Bull Run! | Glenn Jessome - Silver Tiger

Silver Tiger's CEO sees a long-term silver bull run driven by supply deficits and tight inventories, viewing the current price pullback as a temporary macroeconomic distraction. The El Tigre project remains on track for first doré production in December 2027, with the $60 million bought deal providing financial security for the construction timeline. Management is advancing underground economics toward a PFS and initiating new drilling to the north, which could significantly expand the overall resource base.

Agnico Q1 Earnings Results Overshadowed By A Sinking Gold Price

Agnico Eagle posted record Q1 results with strong earnings, EBITDA, and growing cash, but the stock has pulled back sharply. The video analyzes Agnico's low-risk jurisdiction profile, project pipeline, and valuation compared to Newmont. Investors question why the market is not rewarding Agnico despite the company generating serious cash.

Why More People Are Starting to Feel Broke | Darrell Thomas - VRIC Media

Darrell Thomas advocates for gold and silver as essential tools for financial sovereignty, protecting wealth against systemic inflation and currency debasement. He structures his portfolio by separating short-term trades from long-term compounders, emphasizing the costly mistake of selling great assets too early. The discussion highlights how AI, rising debt, and shifting economic systems are forcing younger generations into a mandatory hustle for wealth accumulation.

Western Leaders Fumbling SILVER Setup - 'Profit Off Their Stupidity': Mario Innecco

China is aggressively stockpiling physical silver at record levels while Western leaders fail to secure strategic supplies, creating a buying opportunity for investors. BRICS nations may potentially remonetize silver, which could trigger a massive repricing event as global demand fundamentally shifts. A major market rotation from overvalued AI tech stocks into undervalued commodities is imminent, with gold potentially reaching $6,000 per ounce. The petrodollar system is effectively dead, and an incoming bond market crisis could further accelerate capital flight into precious metals. Escalating geopolitical tensions, including potential conflict with Iran, threaten to severely disrupt global economic stability and supply chains.

The Biggest Undeveloped Gold Project Still Needs One Thing | Rudi Fronk - Seabridge

Seabridge Gold's KSM project is positioned to attract a major partner due to large producers' strong cash flow and thin project pipelines. The Courageous Lake spinout aims to unlock shareholder value by isolating the asset from Seabridge's primary KSM focus. New maiden resource at Snip North adds significant optionality and growth potential to the broader Bronson Corridor story.

Newmont Q1 Earnings A Billion In Free Cash Flow... A Month!

Newmont generated $3.1 billion in free cash flow in Q1, driven by higher gold prices and a focus on top-tier assets. Investors must weigh slowing production and potentially temporary cost reductions against the company's surprisingly reasonable valuation. The video questions whether Newmont remains undervalued or if the easy money in major gold miners has already been made.

The Silver Market May Be Closer to Breaking Than It Looks | Andy Schectman

Physical silver is steadily leaving the COMEX system, creating a shrinking cushion between open interest and registered metal that could trigger a market break. U.S. deficit spending and deteriorating debt fundamentals are driving a larger macroeconomic shift, positioning gold as a long-term wealth preservation asset. Current price weakness in precious metals is misdirection from paper markets rather than a true reflection of underlying physical supply and demand dynamics.

Canada May Finally Be Backing Its Battery Supply Chain | John Passalacqua - First Phosphate

First Phosphate is building a mine-to-market LFP battery supply chain in Quebec, with plans for a mine, phosphoric acid plant, and downstream facilities. Denmark's export credit agency has indicated interest in supporting up to €170 million of supplies, significantly de-risking the project's capital stack. Canada adding phosphate to its top critical minerals list and the proposed Canada Strong Fund could provide major catalysts for domestic phosphate development.

Jerritt Canyon Is BACK! | First Majestic

First Majestic plans to restart Jerritt Canyon gold mine in 2027 with $75M capital commitment, leveraging stronger gold prices. Jerritt Canyon's permitted roaster facility makes it a unique and strategic asset within First Majestic's portfolio. Updated resource growth and favorable market conditions position the Nevada mine as a meaningful future growth driver.

This Gold Project Took Years to Matter — Now the Timing Looks Right | Grande Portage PEA

Grande Portage Resources' New Amalga gold project in Alaska is gaining relevance as higher gold prices and shifting investor appetite improve its economic viability. The new PEA outlines a direct ship ore strategy and underground mine plan, detailing projected production, capital costs, and overall project economics for investors. Changing market conditions, including broader acceptance of direct ship ore models, may finally align with the project's timeline after years of patient development.