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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.