The Gold Trade Is Shifting From Margins to Growth | Geordie Mark - Bluejay Mining
The Deep Dive Jun 4, 2026
Summary
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.