Steve Hyland

The Forces Driving Gold Higher Are Not Going Away | Stefan Sklepowicz - Kirkland Lake Discoveries

Strong macroeconomic setup for precious metals driven by persistent inflation and geopolitical uncertainty creates a favorable environment for gold investments. Kirkland Lake Discoveries is focused on expanding the scale of its KL South system rather than rushing to define a resource, leveraging modern exploration tools on historic data. Controlling a large, underexplored land package in a prolific mining camp offers significant upside potential as a stronger gold market brings renewed attention to overlooked projects.

How to Tell Which Gold Stocks Actually Work | Rod Husband - Epic Gold

Rod Husband details his Cipher Research model for screening mining stocks, focusing on in-situ value and core metrics to separate economic projects from promotional stories. Epic Gold applies an engineering-first exploration framework, balancing asset quality, capital access, and marketing to build a portfolio of real mining assets. Discussion covers cost of discovery versus cost of acquisition, providing investors a framework for evaluating which gold stocks can actually become mines.

Why This Mexico Silver Project Still Has Room to Grow | Daniel Rodriguez - Mercado Minerals

Mercado Minerals is actively drilling at its Copalito silver project in Mexico, aiming to prove significant strike length and depth extensions to the existing mineralized footprint. The company is utilizing advanced geophysics, LiDAR, and reassaying work to refine the geological model, reduce exploration risk, and generate new drill targets. Despite substantial historic work, management believes the project remains underdrilled and underfollowed, presenting a major growth opportunity for investors over the next 12 months.

The Uranium Supply Gap Is Getting Harder to Ignore | Leigh Curyer

NexGen Energy received final federal approval for its Rook I uranium project, transitioning the company from a multi-year permitting phase into a 48-month construction execution phase. CEO Leigh Curyer highlights a growing global uranium supply deficit, noting strong offtake interest from utilities across the US, Europe, and Asia for future production. The emerging PCE discovery near the main Rook I project offers significant long-term resource expansion upside and enhances the company's overall asset value.

The Next Wave Into Gold Stocks May Be Bigger Than the First | Adrian Day

Adrian Day argues institutional capital has not yet entered precious metals equities, positioning the sector for a potentially massive second wave of investment. Agnico Eagle's recent acquisition in Finland highlights a shift in M&A strategy where majors prioritize de-risked assets over cheapness, setting healthy takeover premiums. Gold and silver prices are expected to push higher once current geopolitical noise fades, with producers, royalties, and select juniors offering the strongest upside.

Silver Is in a New Price Regime, and the Market Isn’t Used to It | Keith Neumeyer - First Majestic

First Majestic CEO Keith Neumeyer argues silver has entered a new price regime driven by industrial demand and short covering, with further upside expected. The planned restart of Jerritt Canyon is underway, with the asset's economics significantly improved at current gold prices, enhancing future production potential. First Majestic reported a strong quarter with rising cash flow, moving away from silver equivalent reporting to provide clearer operational metrics to investors.

A Copper-Gold Deposit Caught the White House’s Attention | Rob McLeod - Cambria Gold

Cambria Gold Mines is advancing the restart of the Premier gold mine in British Columbia, potentially feeding the mill with open pit material earlier than expected. The company's non-core Mount Margaret copper-gold asset in Washington State has attracted White House attention as a U.S. critical mineral, potentially leading to a U.S.-listed spinout. Recent financing provides a clear path to unlock shareholder value through two distinct avenues: near-term production restart and hidden asset realization.

Agnico Just Made a Massive Gold Land Grab

Agnico Eagle consolidates a massive land position in Finland's Central Lapland Greenstone Belt through strategic acquisitions of Rupert Resources, Aurion Resources, and B2Gold's JV interest. The Ikkari project is the centerpiece of the deal, serving as the foundation for Agnico's plan to build a 500,000-ounce-per-year regional gold district around Kittila. The video analyzes the premiums paid, the land consolidation strategy, and the broader implications for future gold sector M&A activity.

Why This Gold Story Still Has Room to Run | Dan Wilton - First Mining Gold

CEO Dan Wilton argues the current gold price environment remains highly constructive for advanced-stage developers like First Mining Gold. The company is leveraging strategic partnerships at Cameron and Pickle Crow to advance projects while minimizing shareholder dilution. Key near-term catalysts include the Springpole environmental assessment process and unlocking value at the under-recognized Duparquet project.

Silver May Be the Trade of This Crisis | Michael Oliver

Michael Oliver argues that current market distortions are far larger than prior cycles, creating a massive bubble in equities and long bonds that is set to break down. Silver is highlighted as the potential trade of the crisis, with Oliver forecasting a parabolic move that could send prices towards $500 as confidence in fiat systems collapses. Decades of cheap money and government control have created systemic fragility, making the next financial break more painful and highly beneficial for monetary metals.

This Gold Stock Just Doubled — And It Still Looks Cheap | QGold PEA

Q Gold Resources released a PEA for its Quartz Mountain gold project in Oregon, causing the stock to double in a single session. The analysis breaks down the two-stage mine plan, production profile, capital structure, costs, and overall project economics. The video explores whether Q Gold is still trading at a major discount to the project's intrinsic value after the massive rally.

This Copper Junior Just Secured $96 Million | Simon Quick - Canadian Copper

Canadian Copper secured a $96 million financing package, utilizing a gold and silver stream alongside an offtake agreement with Ocean Partners to de-risk the Caribou project's revenue. The Caribou asset in New Brunswick leverages an existing mill and regional land package, positioning the junior to become a near-term critical minerals operation. Management is advancing engineering and permitting for development, while outlining a 2026 exploration plan using FireFly Metals as a strategic operational model.

Why Discipline Matters in a High Gold Price Market | Darren Hall - Equinox Gold

Equinox Gold CEO emphasizes capital discipline and deleveraging over growth despite high gold prices, prioritizing self-funding to build cycle resilience. Company is ramping up Canadian operations at Valentine and Greenstone while explaining strategic rationale for divesting Brazilian assets. Near-term growth pipeline includes Valentine phase two and Castle Mountain expansion, with management focused on near-term execution over expensive acquisitions.

The Fundamental Building Block for the Next Decade of Energy | DD-On-The-Go

First Phosphate aims to build a fully integrated North American LFP battery supply chain from Quebec's high-purity igneous phosphate deposits. The Bayoum-Lamar project benefits from strategic infrastructure including the Port of Saguenay for processing and export capabilities. Quebec's phosphate reserves are positioned as critical to energy storage and EV future, offering potential supply chain independence.

Gold is not done | Saf Dhillon

Junior mining sector remains in early innings of a larger cycle, with strong gold prices yet to fully trickle down to micro-cap valuations. Questcorp Mining advances two separate projects: the flagship La Union in Sonora, Mexico, and a Vancouver Island prospect with maiden drilling potential. Company's 12-month roadmap includes expanded groundwork and drilling in Mexico, aiming to demonstrate both projects' larger-scale discovery potential.

Treating Heart Disease Behind Sudden Death in Young People | David Elsey

Cardiol Therapeutics is advancing its Phase 3 MAVERIC trial for recurrent pericarditis and reporting positive Phase 2 ARCHER data for myocarditis. The company is strategically transitioning from rare cardiac diseases toward significantly larger commercial opportunities in the broader heart failure market. A strong balance sheet provides the financial runway needed to support the company through key clinical milestones and upcoming regulatory submissions.

This Gold Story Starts With Cash Flow | Gordon Robb

ESGold Corp is pursuing a revenue-first model by reprocessing historic tailings at Montauban to generate near-term cash flow before expanding into broader exploration. The company plans to use initial cash flow to fund an upcoming drill campaign and ANT survey, targeting the crown pillar to grow the project without excessive dilution. Management outlines key milestones for the next 12 months, focusing on mill construction progress and revenue generation to establish a sustainable junior mining operation.

Silverco Cusi PEA: Bigger Isn't Always Better

Silverco's Cusi Mine PEA outlines a small-scale silver restart in Mexico with low upfront capital and sub-one-year payback at base case pricing. The restart timeline could see production return far faster than most sector projects, prioritizing speed to cash flow over project size. The project offers significant leverage to higher silver prices, making this small-scale story potentially more attractive than larger mine builds.

Massive Volatility is Creating Huge Opportunities in Small Caps

Steve Hyland emphasizes practical, repeatable analysis over macro narratives, focusing on historic drilling data and capital flows to evaluate mining stocks. Risk management is critical: investors should scrutinize management quality, G&A costs, and governance red flags before committing capital to junior miners. Portfolio strategy involves taking profits during volatility, maintaining cash reserves in uncertain macro conditions, and adopting an 'always be selling' mindset.

A $3 Billion Gold Deal Just Changed the Market | G Mining - G2 Acquisition

G Mining Ventures is acquiring G2 Goldfields in a $3 billion transaction, combining neighboring Oko West and Oko-Ghanie gold projects into a larger operation. The deal features a spinout structure and significant projected synergies, highlighting the return of major M&A activity in the gold mining sector. This acquisition signals strong confidence in the gold bull market, raising questions about whether the premium paid is justified by future value.