Millette’s recurring economic worldview in these materials is broadly pro-resource, pro-investment, and pragmatic about capital formation.
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Andy Millette appears to be a resource-sector interview host/research presenter focused on mining, oil and gas, and investor education. In the supplied material he is consistently the interviewer across multiple live symposium conversations, framing questions around project economics, valuation, financing, jurisdictional risk, infrastructure, and catalysts. The transcripts suggest a style that is supportive of management teams but still investor-oriented, often pressing on share structure, cash flow, production plans, and timing of news flow. There is no evidence here of his own operating company or technical background beyond being a host/interviewer and, in one case, noting a personal investment in a company he was interviewing.
Millette’s recurring economic worldview in these materials is broadly pro-resource, pro-investment, and pragmatic about capital formation. He appears to favor businesses that can demonstrate real assets, clear production or development pathways, strong jurisdictions, and visible catalysts rather than promotional narratives. Across the interviews, the repeated emphasis is on infrastructure, transportation, pricing power, free cash flow, share structure, and management execution. The tone suggests he sees resource investing as a place where disciplined due diligence, alignment, and tangible project progress matter more than hype. He also appears receptive to the idea that market pullbacks can create opportunity, especially in sectors such as gold, silver, copper, and natural gas where supply/demand imbalances or underinvestment may support longer-term upside.
11 transcript-backed statements from 2 appearances, covering cash position, capital needed, insider stake and other company claims. These reflect management's own framing and have not been independently verified.
a 200 million ounce target just on one of the projects.
we did our budget for for 2026 of 35 and 32 35 dollar silver, 3200 dollars gold.
now we sit with about $17 million in cash in the company with 33 million shares out.
why our share price has done well over the course of the last month or so is because in Q4, we added almost $10 million cash to the balance sheet.
We're now about uh 6 months from being completely debt-free.
oh, we're raising $10 million and then it went to 11 and uh with the over aotment, we raised a total of $13 million.
And then as we go into 2027, we would expect that we would implement whatever the findings of the study are.
whether that's our our largest shareholder, Javier Ares.
now we sit with about $17 million in cash in the company with 33 million shares out.
It's to bank your warrant.
really that's the look forward for us for 2026. Uh is daylighting what that study will look like.
Every claim above was said by Andy Millette in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.
Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.
Preview:ESGold Corp (CSE: ESAU / OTCQB: ESAUF) CEO Gordon Robb provides an update on the Montauban project: mill equipment has been ordered, inspected in China, and approved for shipping; a water treatment plant is already on site. The company expects to begin tailings reprocessing and generating cash flow by late 2025/early 2026. Drill permits are expected imminently for a maiden exploration campaign targeting the hard-rock potential beneath historical workings. The core thesis: cash flow from tailings funds exploration without dilution.
Preview:Interview with Steve Balch of Homeland Nickel (TSXV: SHL) discussing the company's nickel laterite deposits in southern Oregon. The Cleopatra and Red Flat projects hold a combined ~60 million tons of near-surface nickel at grades around 1%, making it the largest undeveloped high-grade nickel deposit in the US. The material sits at surface under shallow overburden, requires no blasting, and can be scooped and trucked to a concentrating plant — an unusually low-cost mining proposition. Homeland is advancing permits through the Forest Service, expects sonic drilling results this fall, and has partnered with Patriot Nickel (a new US entity) to option Cleopatra and Eight Dollar Mountain, with Patriot targeting a NASDAQ or NYSE listing. Balch frames the acquisition as a "straw hats in winter" contrarian play acquired for $0.15/lb of nickel.
Preview:Interview with Vanessa Bogart of Argenta Silver discussing the El Quevar silver project in Salta, Argentina. The company acquired the asset for $3.5M US in 2024, inheriting ~50M oz at ~400 g/t Ag and ~$100M in existing infrastructure. Near-term goal is reaching 100M oz indicated+inferred, with a resource update targeted for H1 2027. Recent step-out drilling returned 486 g/t Ag over 28m. The project is turnkey with camp, roads, power, rail, gas pipeline, and water already in place. A metallurgy study is due by September 2026.
Preview:Mark Bishop Laf Flesh of Eora Royalties (ECOR) is interviewed at the 2026 Rule Investment Symposium. He lays out Eora's transformation from a single-royalty junior to a layered copper/base-metals royalty company, with nine producing royalties generating ~$70M in consensus revenue this year, a development pipeline worth $50-60M at spot, and longer-dated assets eventually adding $60M+. The core pitch: the market hasn't fully recognized the transformation, the stock trades at a discount to peers and below NAV, and the royalty model's fixed-cost structure gives it margin-expansion leverage as copper prices rise over decades.
Preview:Interview with NG Energy CEO George Fcka at a 2026 symposium. He pitches two Colombian gas fields (Maria Conchita and Sinu-9) producing into a supply-demand gap where gas sells for $12-14/Mcf vs. <$3 cost, targeting $10M/month free cash flow by year-end. He also previews the reopening of Venezuela as a "once in a lifetime" opportunity, leveraging the company's Colombian operations and his Venezuelan roots — though this is early-stage and above-ground risk remains high.
Preview:Brent Cook, a geologist and former newsletter writer (Exploration Insights), discusses the gold, silver, and copper macro backdrop with host Andy. He argues gold should continue rising over the next few years due to central bank buying and de-dollarization, silver follows, and copper faces a structural supply deficit. His core thesis is that high metal prices don't rescue mediocre deposits: margin is king, not grade. He emphasizes evaluating management's business strategy, favors the prospect generator model, and names Headwater Gold, Canora Copper, and Origin Royalties as standouts at the Rule Symposium.
Preview:Emperor Metals co-founder Alex Horsley discusses the company's flagship Duquesne West gold project, highlighting a resource doubling to 1.46M oz, a 50-75% stock gain over the past year, and a pipeline of ~20,000 meters of pending drill results expected as a steady stream through Christmas, leading to a resource update by Q1 2027 and a PEA as the next major catalyst.
Preview:Nick Hodge of Digest Publishing, interviewed at the 2026 Rule Symposium, argues that retail investors in junior mining own far too many stocks — he recounts meeting a conference attendee with 736 positions. His core thesis: concentrate into 15–25 names to do proper diligence, and get into private placements alongside insiders where the real upside is captured before companies ever exhibit at conferences. He shares two case studies (Bravo Mining at $0.64 IPO, Aldebaran Resources at $0.30) that returned 4–10x. The interview is a mix of portfolio discipline advice and a pitch for his private placement subscription service.
Preview:David Rhodes of Endeavour Financial and Chairman of Empress Royalty discusses the collapse of commercial bank mining finance from ~30 banks to just ~5, and the rise of private equity, private credit, streaming/royalty companies, and government-backed financing (US Exim, Australian and European critical-mineral programs). He explains Empress Royalty's niche strategy in sub-$25M gold/silver streams where no competition exists, targeting >10% returns, and announces a new AI-driven deal-sourcing initiative that has already surfaced five opportunities.
Preview:Interview with Kincora Copper CEO Sam Spring at the 2026 Rule Symposium. Kincora is a hybrid prospect generator focused on large copper-gold systems in New South Wales, Australia. The company recently exited its Mongolian assets for $10M USD cash, leaving it with seven exploration projects and roughly $10M in cash. The conversation centers on the prospect-generator model — how it limits equity dilution by farming out projects and creates "more shots on goal" — and Kincora's exceptionally tight share structure (~48M shares outstanding, dual-listed ASX/TSXV under ticker KCC) with backing from Rick Rule and Jeff Phillips.
Preview:Caleb Stroup of Headwater Gold explains the company's project-generator model in Nevada, where major producers (Newmont, Oceana Gold, Centera) fund exploration while Headwater operates — avoiding the dilutive financing trap that plagues most junior miners. With 86M shares outstanding, $6M in cash, and over 50% of shares in tight hands (insiders, Newmont, Centera, Rick Rule), the structure lets the company pick its capital-raising moments rather than being forced to dilute at depressed prices.
Preview:Hugh Agro, CEO of Revival Gold, sits down with host Andy at a conference to discuss the company's progress over the past year. He highlights two key projects — the near-term Mercur gold project (30 minutes from Salt Lake City, targeting ~$300M/year free cash flow over a 10-year mine life, $210M capex) and the earlier-stage Bear Track/Carnet. A PFS is imminent, construction decision is targeted for early 2028, and Agro emphasizes strong insider ownership (~9% of the company) as an alignment signal. The interview is promotional in tone, light on independent analysis or risk discussion.
Preview:Diane Nicholson, CEO of Amarc Resources, presents the AuRORA copper-gold porphyry discovery in northern BC's Toodoggone region — a new discovery she frames as potentially the most gold-enriched, high-grade near-surface porphyry ever found in BC. Amarc is part of the Hunter Dickinson (HDI) group, with Freeport-McMoRan as its major funding partner (~$90M by year-end). The company has ~220M shares outstanding with ~40% insider ownership. Three drill rigs are active, with news flow expected late summer through January. Key optionality exists via multiple districts (Joy, plus two others including one funded by Paladin), surrounding players (Centerra, Thesis/AngloGold Ashanti), and existing infrastructure from the mined-out Kemess South deposit nearby.
Preview:Rick Rule discusses his recent selling (25% of junior miners in October, 80% of physical silver in January) and argues the correction has created valuation discrepancies where good companies fell more than bad ones — without fundamental rationale. He expects further near-term weakness driven by less political pressure to cut rates and economic hangover from the Gulf conflict, creating a 3-6 month buying opportunity before a rebound fueled by eventual rate cuts and multi-decade supply shortages in extractive industries.
Preview:Interview with GoGold CEO Brad Langille at the 2026 Rule Symposium. The core news: GoGold has received its permit for the Los Ricos South (LRS) mine in Mexico after a ~3-year wait. The company sits on $284M in cash, zero debt, and needs ~$250M to build LRS — fully funded without dilution or debt. Parral mine generates $55-60M/year in free cash flow. LRS construction begins in August 2026 ("shovel ready"), with first pour targeted ~24 months out. Langille paints the Sheinbaum administration as pragmatically pro-mining versus AMLO's permit freeze. He teases a district-scale build: LRS South (7.3M oz AgEq) plus LRS North (another ~6-8M oz) for a combined 15-17M oz at ~$12 all-in sustaining cost. The first 18 months of LRS production could generate ~$500M after-tax free cash flow — paying back the capex twice.
Preview:Scott Emerson, President of Kingsman Resources (KNG), provides a drilling update on the Las Coloradas silver project in Mexico. He reports completion of 13 holes at Soledad, 4 at Soledad 2, and that drilling has commenced on the previously untested Saddle target. Assay results are expected within ~2 weeks and should flow continuously for 2.5 months. Emerson reiterates a 200M oz silver potential at Las Coloradas and 1-2M oz gold potential at Amaloya, emphasizing the company's tight share structure (~34M shares, ~$15.5M cash) as a key differentiator for junior mining investors.
Preview:Tavi Costa argues that the recent selloff in gold, silver, miners, and some energy names is a normal correction inside a larger secular bull market, not the end of the trend. He says fundamentals remain strong, valuations have become more attractive, and investors should keep accumulating high-quality names gradually rather than trying to time the bottom.
Preview:Melody Wright argues that U.S. housing distress is moving from a concentrated FHA/subprime problem to a national one, with Q4 and especially Q1 setting up for a broader wave of defaults and price pressure. She says rising delinquencies, tighter loss-mitigation guardrails, institutional selling, and stubborn borrowing costs are now colliding with seasonal weakness, while the bond market is resisting attempts to force rates lower.
Preview:This is a bullish promotional interview with Galloper Gold CEO Hratch about Glover Island, Newfoundland. He argues the company’s flagship property could host a multi-million-ounce gold resource, with near-surface mineralization already seen in trenching and a drilling program about to begin.
Preview:Adam Hamilton argues gold has rolled from a powerful bull market into a full-blown bear market after the surprise May jobs report lifted the dollar and revived fears of Fed tightening. He says the prior setup was extremely overbought, the recent breakdown has left gold much less stretched, and he is waiting for a bit more stabilization before buying back in size, especially in miners.
Preview:Elliot Gue argues that AI data centers will materially increase demand for natural gas, because nuclear and renewables cannot be deployed fast enough to provide reliable 24/7 power at scale. He also sees the recent Middle East oil shock as supporting a higher long-run price floor for oil and bullish opportunities in energy services and selected gas names.
Preview:The speaker argues that Iran, the Houthis, and Israel are moving into a broader regional escalation that could keep the Strait of Hormuz and Red Sea routes disrupted for an extended period. He thinks the market is underpricing the risk, especially the knock-on effects for oil, inflation, and economic activity in Asia, Europe, and eventually the U.S., while also saying China is better prepared than most because it has diversified supplies and overland access via Russia.
Preview:Art Berman argues the Strait of Hormuz shock is a logistics crisis more than an immediate inventory collapse. He thinks the market is underestimating near-term buffers such as rerouting, inventory drawdowns, and demand destruction, but he also says those buffers are temporary and the system remains headed for a much tighter, riskier oil regime later this year and beyond.
Preview:Contango ORE says it is generating strong current cash flow from gold production and using that money to fund a multi-asset drill push. Management frames the current gold weakness as a normal consolidation, while emphasizing that the company is financially strong, low-dilution, and set up for larger upside once hedge books roll off and 2027 arrives.
Preview:John Gilligan says Liberty Gold is moving from exploration toward development with Black Pine, helped by FAST-41 permitting, a fully funded treasury after selling Gold Strike, and a 40,000-meter drill program aimed at de-risking early production, compliance, and future growth. He argues the market still discounts the company despite progress, but expects feasibility, engineering milestones, and continued drilling to drive re-rating.
Preview:Hugh Agro says Revival Gold is entering a phase of steady de-risking across both of its main projects, with Beartrack-Arnett advancing a deep underground high-grade target in Idaho and Mercur moving toward a 2028 construction decision in Utah. He emphasizes that the company is fully financed to that decision, has no need for equity dilution, and expects a stream of drill, metallurgy, and PFS updates over the next few months.
Preview:Alex Krainer argues that Europe’s current economic and social breakdown is being driven deliberately, not accidentally, and that the pattern is most visible in Germany, Finland, and Ukraine. He links deindustrialization, high energy prices, sanctions, and NATO-linked military expansion to a broader social engineering process that, in his view, is preparing Europe for war.
Preview:Interview with GreenLight Metals CEO Matt Fildgate discussing two major developments: a Barrick Gold earn-in JV on the secondary Kalium Canyon project in Nevada (free carry, up to 80% to Barrick, ~US$30-35M total spending), and significant step-out drill results at the Bend VMS copper-gold deposit in Wisconsin. New holes show 140m step-outs with consistent high-grade copper-gold mineralization. The deposit is open in both directions along strike and at depth. Fildgate emphasizes the tight share structure (~123M fully diluted), Wisconsin's improving permitting environment, and a news-flow-rich 2026.
Preview:Josh Young argues the oil market has shifted from a bearish, glut-focused narrative to a structurally tighter setup because supply has dropped sharply, inventories have been drawn down, and any normalization after the Iran/Hormuz disruption could still leave the system short for months. He is bullish on oil prices and especially oilfield services, but says the best risk/reward is not chasing the majors after the move; he prefers selective exposure and waiting for pullbacks.
Preview:Scott Emerson says Kingsmen Resources is in an active drill program at Las Coloradas in Parral, Mexico, with core coming back continuously for logging and lab work. The key near-term thesis is a catalyst-rich exploration schedule: it is currently drilling Soledad, then Soledad 2, and then never-before-drilled targets such as Satellite, Leona, and Silvia, while the company says it is well financed with a little over $15.5 million in cash and 34 million shares outstanding.
Preview:Rory Johnston argues the oil market is underpricing a real supply shock from the Iran/Hormuz crisis, even though Brent has not reacted the way he expected. His core point is that physical balances are tightening fast: global stocks are being drawn at record rates, Gulf production has been heavily disrupted, and the market’s calm is being sustained by hidden inventories, China-related stock movements, and policy/jawboning effects rather than true easing.
Preview:This is a conversational debate about Trump, Tom Luongo’s worldview, and whether recent U.S. policy actions are better explained by incompetence, compromise, or a deliberate but painful ‘4D chess’ strategy. The speaker rejects the simple ‘Trump is crazy’ framing, is skeptical of a London-centric global power model in details but not dismissive of it outright, and argues that if the 4D-chess interpretation is correct, the path from here to the supposed payoff could be long, torturous, and economically damaging.
Preview:Tom Luongo argues that the Israel/Iran conflict should be read as a long-running intelligence and financial psyop rather than a simple moral story, and he says the key question is where Iran’s nuclear material actually came from. He floats a provocative thesis that the “nuclear pile” could fingerprint the source of the uranium and potentially expose a City of London / Obama / Hillary-linked pipeline, while recasting Netanyahu as a possible anti-hero who has been warning about this for decades.
Preview:The speaker argues Trump’s Iran posture is not mainly about Iran itself, but about rewiring global energy and trade so chokepoints like the Strait of Hormuz can no longer be used to blackmail the system. He links that thesis to oil-flow rerouting, U.S. energy exports, rising domestic chip capacity in Arizona, and a broader effort to remove single points of failure from geopolitics and supply chains.
Preview:Bob Moriarty argues the Strait of Hormuz crisis is already an immediate global oil shock, not a future risk, and that the U.S. is fighting Israel’s war rather than America’s. He says Iran has the capability to devastate Gulf energy and water infrastructure, that the U.S./Israel campaign has failed to achieve its aims, and that the result could be rapid inflation, political unrest, and a forced U.S. exit from the Middle East. He also frames gold, silver, and resource stocks as insurance against the unfolding chaos, while saying mining equities are still lagging the move in underlying commodities.
Preview:Scott Emerson of Kinsmen Resources argues the company has two well-capitalized brownfields silver/gold projects in Chihuahua, Mexico, and that recent drilling and new satellite/digital imagery sharpen the exploration target. He frames Las Coloradas as the bigger silver thesis and Amaloya as a smaller gold target, while emphasizing that the company’s job is to explore, not build a mine.
Preview:Michael Gentile argues that junior mining is best approached like venture capital: most names will fail, but a few exceptional discoveries can produce outsized returns if investors are disciplined about geology, capital structure, and cycle timing. He emphasizes a checklist built around immutable factors—grade, metallurgy, scale, infrastructure, jurisdiction—and changeable ones—management, insider ownership, capital efficiency, cap table quality, and board engagement. He frames his own strategy as highly selective, mostly post-discovery, and aimed at 20–50x winners to offset the many losers.
Preview:This is a bullish interview with Cassiar Gold CEO Marco Roque about a rare BC gold asset that combines permitted mine infrastructure, a permitted mill, and two development tracks: near-term cash flow at Cassiar South and a longer-term resource buildout at Cassiar North/Taurus. The main pitch is that the south could support bootstrap production sooner, while the north has large expansion potential and could grow into a much larger multi-year development story.
Preview:This interview centers on Sonoro Gold’s expansion around Santa Eulalia/Cerro Caliche, with management arguing that a larger district-scale opportunity is emerging. They say drilling has already started, the company is pursuing both production and exploration in parallel, and the combination of higher gold prices plus new land packages could materially improve the economics and resource size.
Preview:Rick Rule argues that inflation is being underestimated and will increasingly squeeze households, businesses, and fixed-income savers. He says the U.S. has lived through an unusually benign 1982-2022 regime, but the 2023-present period is a different setup: higher inflation, higher volatility, and a likely erosion of dollar purchasing power that he thinks will be largely solved by inflating away debt rather than honest default.
Preview:Andy from Natural Resource Stocks visits Liberty Gold’s Black Pine project and is walked through the deposit, mine plan, permitting path, and community angle. The episode argues Black Pine is a simple, oxide gold development with a large resource, an aggressive drill program, and unusually coordinated federal/state permitting under FAST-41.
Preview:This is an interview about Ecora Royalties and whether the company has clearly become a critical-minerals royalty business rather than a legacy met-coal vehicle. The speaker argues the answer is now yes: Q1 was strong, the portfolio is ramping, and multiple layers of growth should come from existing assets, brownfield expansions, near-term developments, and long-dated optionality.
Preview:This is a bullish interview on GreenLight Metals’ Ben VMS project in Wisconsin. CEO Matt Filgate says the first 2026 drill results and nearby unreported holes suggest the mineralized footprint is growing, with an internal exploration target raised from 10 million tons to 15 million tons plus.
Preview:The video is a promotional interview about Ramp Metals’ early copper discovery at its Rush target in northern Saskatchewan. Jordan Black says the company has now intersected 0.8% copper over 21 m with 17 g/t silver below the original discovery, that the system remains open in multiple directions, and that upcoming assay results could further confirm a company-making VMS-style discovery.
Preview:Interview with Maple Gold Mines CEO Kiran Patankar covering the company's 30,000m drill program (80% complete), an imminent resource update that includes a maiden resource at the high-grade past-producing Juturna mine, and the company's strong financial position. Patankar emphasizes step-out drilling success at Juturna (hitting grades similar to the historic ~8 g/t mined stopes) and systematic targeting at Douay. Maple Gold sits on ~$30M cash, fully funded through 2027, and trades at a discount to peers on a per-ounce basis. The interview also touches on macro gold tailwinds, M&A rationale in the senior gold space, and the company's dual-track approach balancing aggressive resource growth with eventual mine development.
Preview:Alex Krainer argues the Iran conflict is less a clean tactical win for the U.S. than a chaotic escalation driven by failed regime-change logic, energy chokepoints, and pressure from entrenched Western financial interests. He says the U.S., Israel, and allied actors overestimated their ability to force Iran to capitulate, and that retaliatory moves around Hormuz and regional shipping have only raised the risk of a wider war that would hurt Europe, China, and eventually the West itself.
Preview:Interview with Kelly Malcolm, CEO of Borealis Mining (TSXV: BOGO, OTCQB: BORMF), discussing two gold projects in Nevada: the Borealis mine, which began full heap-leach production in late January 2026 and should reach cash flow either this quarter or next; and Sandman, where a recently updated PEA exceeded expectations and a year-long engineering/permitting push is now underway with the goal of reaching a construction decision. Malcolm also teases an M&A pipeline funded by Borealis cash flows.
Preview:JP and Fred from Fusion Fuel (HTOO, Nasdaq) present their diversified energy platform: a UAE LPG distribution business (Al Shaheer Gas, ~$16M revenue), a biomass-to-steam operation going live in South Africa within weeks, a hydrogen engineering arm in Portugal, and a pending acquisition of 19 uranium/natural gas royalties (16 uranium, 3 gas). The company is loss-making historically but targets cash-flow positivity across all business units and aims for 2027 as the year they no longer need outside capital. Tight share structure (3.3M shares outstanding, ~$9M market cap), with warrants at $4.50 strike that are far out of the money.
Preview:Liberty Gold CEO John Gilligan discusses two major catalysts: a FAST-41 federally-managed permit schedule targeting January 5, 2028 for final Record of Decision at Black Pine, and the ~$30M non-dilutive sale of the Goldstrike asset to Helios Star. State agencies aligned with the federal timeline — a first in U.S. mine permitting. The stock re-rated but Gilligan argues it still trades below 0.2x NAV vs. a developer average of ~0.35x. He sees gold's pullback from parabolic highs as a reset within a long uptrend, with developers continuing to offer the best upside in the gold space.
Preview:Interview with Magma Silver Corp CEO Steve Barley discussing the company's Niñobamba silver-gold project in Peru. The project is positioned as a rare primary-silver, low-cost open-pit heap-leach operation with gold as the secondary metal — deliberately avoiding complex base-metal byproducts. Barley targets a 60–70 Moz silver and ~1 Moz gold resource, aiming for a 10–12 year mine life at 5–6 Moz Ag/year, with drilling expected to begin mid-May 2026. The project has historical work by Newmont and AngloGold Ashanti, plus existing permits. Barley and host Andy see the recent silver sell-off as a buying opportunity.
Preview:Interview with Marco Roque of Cassiar Gold. The company has two existing mine permits in BC, putting it on a 1.5–2 year re-permitting track (vs. 6–8 years for new permits). A high-grade underground restart (historical ~16 g/t) is the near-term opportunity, with direct-ship ore potentially halving the timeline. A PEA is due around July 2026. Gold macro: $4,800 gold, margins exceeding 50% for producers, central bank buying continues, supply response is glacial (18-year discovery-to-production average). Jurisdiction matters; BC permits are slow but Cassiar's existing permits bypass that. Stock trades as GLDC (TSX), CGLCF (OTCQX).
Preview:Kingsmen Resources (KNG) CEO Scott Emerson announces the company has acquired 100% ownership of the Claudia 2 claim, adding a standalone target called "Saddle" to their existing Las Coloradas silver project in Mexico. Drilling begins next week on 10 targets within a 1-mile-by-2-mile mineralized rectangle, with Saddle drilling expected in late Q2 2026. The company has ~$16M cash, 33M shares outstanding, and is positioning for significant news flow over the coming months.
Preview:This is a promotional interview about Sonoro Gold’s Cerro Caliche project. The guests say the company is fully funded by an $11 million non-brokered placement, plans a 50,000-meter drill program, and believes the drilling could expand the resource materially before production begins. They frame the stock as undervalued versus the PEA and emphasize that the next phase of drilling is meant to add ounces, extend mine life, and potentially support higher output.
Preview:Hugh Agro, CEO of Revival Gold, discusses the final 2025 drill results from the Mercur Gold Project in Utah with host Andy. The headline intercept is 2.8 g/t gold over 74 meters, including 8.0 g/t over 12 meters in feeder zones, at average depths of only ~30-34 meters. Agro emphasizes the project's prime location 40 minutes from Salt Lake City, high oxide recoveries, a consolidated 7,200-hectare land package (including recent Barrick transaction), and a clear dual-phase strategy: open-pit heap leach first, followed by a potential mill operation. Two drill rigs resume in April 2026 at Mercur, with two more turning at the Bear Track project in Idaho. The company is funded for now but will raise more capital before year-end, with strong institutional backing (~52-53%).
Preview:Adrian Day argues the recent gold pullback was a correction, not a cycle top. He says he was selling into the prior spike to raise cash, but has been buying again in the last couple of weeks, especially mid-tier and junior gold names, which he sees as the best value now. He also expects higher oil and war-related uncertainty to push markets toward recession and eventually force looser monetary policy, including possible QE.
Preview:Dryden Gold CEO Maura Kolb discusses new high-grade drill results from the Gold Rock target, including 32.87 g/t Au over 4.25 m (with a 252 g/t over 0.5 m intercept containing visible gold). She lays out the company's district-scale thesis: a massive 80,000-ha land package in Dryden, Ontario with multiple targets (Gold Rock, Hinman, Sheridan), shallow mineralization amenable to open-pit mining, excellent infrastructure, and strategic ownership from Alamos Gold (~10.5%) and Centerra (~9.9%). The interview is a straightforward promotional update paired with an exploration-stage narrative.
Preview:This interview presents the newly merged Contango Silver and Gold as a cash-rich, catalyst-heavy precious-metals story that the speakers believe the market is still underpricing because of merger-arb and transition noise. They emphasize strong near-term cash flow, multiple project catalysts, and a long-run path to a much larger gold/silver producer.
Preview:Liberty Gold CEO John Gilligan discusses the sale of the Gold Strike asset to Heliostar for ~$72.50/oz of resource (~$70M cash + $2.5M stock), which de-risks Liberty's balance sheet through end-2027 and funds early works at Black Pine. The company was accepted into FAST-41 permitting, with the new federal+state aligned schedule now public. Multiple near-term catalysts are expected: NOI approval, public scoping, met work results, drill results, and a Q4 feasibility study.
Preview:Gordon Robb, President/CEO of ESGold Corp (ESAU/ESAUF), joins host Andy on Natural Resource Stocks. He frames the recent gold/silver pullback as a buying opportunity for well-capitalized juniors. ESGold raised capital at an opportunistic time, has ~$20M in the bank, and is accelerating to a 1,000 tpd tailings-reprocessing facility targeting production by Q3 2026. Simultaneously, a maiden drill campaign begins late spring/early summer, supported by a 70 sq km ANT geophysical survey. Robb acknowledges execution risk is the main "hole" in the story but emphasizes the right team is in place, including a new CFO. The thesis: generate cash flow from surface tailings at ~$35/ton processing costs, then self-fund exploration — a model Robb argues few juniors pursue because they chase drill results for takeout rather than building a business.
Preview:Scott Emerson, CEO of Kingsmen Resources, discusses the company's 12-for-12 drill success at Las Coloradas (silver) and the upcoming 2025 drill program across both Las Coloradas and Amaloya (gold) projects in Chihuahua, Mexico. He highlights the tight share structure (33M shares, ~$17M cash, ~$50M market cap), the pullback driven by warrant overhang from a $2.25 institutional financing, and the proximity to potential acquirers including Gold Resource, First Majestic, Silver Co, and Discovery Silver. Emerson addresses Mexico safety concerns head-on, describes PDAC's upbeat mood, and outlines the near-term plan: infill drilling at 50m spacing around successful holes plus testing never-drilled IP targets including the Saddle target.
Preview:Host Andy interviews Marco Roque, CEO of Cassiar Gold, about why the stock is catching a bid after being overlooked. Marco argues Cassiar is undervalued relative to peers given its two mine permits, fully permitted 300 tpd mill, 59,000-hectare land package in BC, extensive infrastructure (paved roads, 25 km underground workings, power/water), and a dual-project structure: high-grade veins at Cassiar South (historical 16 g/t) for near-term cash flow, and bulk-tonnage Taurus deposit in the north with a PEA coming. Key catalysts: PEA on Taurus in the next few months (using conservative $3,500–$4,000 gold assumptions), and a 10,000–20,000 m drill campaign split between northern bulk-tonnage targets and southern high-grade vein extensions. Both host and guest disclose Andy is an investor and the company is a sponsor.
Preview:Interview with Maura Kolb, Dryden Gold, discussing a breakthrough drill hole at Gold Rock that intersected 15 parallel mineralized structures across an 800m step-out, up from only 3 known structures two years ago. The hole also hit the deepest pierce point ever on the Big Master 2 structure at 460m true depth with 2.64 g/t Au over 2.5m (including 10.8 g/t over 0.5m). Kolb frames Gold Rock as a Red Lake analogue with bulk open-pit potential given stacked structures roughly every 50m. The company is fully funded for 32,000m of drilling in 2026 and recently upgraded to the OTCQX.
Preview:Hugh Agro, CEO of Revival Gold, discusses the company's recent high-grade drill results at the Mercur project in Utah — including what was reportedly the top intercept in the US during PDAC week (4 g/t Au over 25 meters, oxide, heap-leach). He outlines the path to production: baseline/permitting work through 2026-2027, construction targeted for early 2028, with modest capex of ~$210M. Agro also highlights concurrent drilling at the Bear Track Arnett project in Idaho, the company's ~$180M market cap vs. a claimed ~$2B NPV at $4,000 gold, and the jurisdictional safety of operating in Utah and Idaho.
Preview:Interview with Borealis Mining CEO Kelly Malcolm. The company is actively pouring gold with a pour scheduled tomorrow. A Preliminary Economic Assessment on the Sandman project shows ~100% IRR at $2,600 gold (base case) and 350% IRR at $5,200 gold — against an $8.9M CAD acquisition cost. Borealis is debt-free with $30M+ cash, transitioning to producer status. Near-term catalysts include Q4 financials, exploration drilling plans, and potential M&A in 2026. The stock trades as BOGO (TSX-V), BORMF (OTC Pink, nearing OTCQB uplisting), and L4B (Europe).
Preview:This is an interview about Ecora Royalties’ transition from a coal-heavy royalty book to a critical-minerals and copper-focused portfolio. CEO Marc Bishop Lafleche says copper is already about 50% of NAV, critical minerals are roughly 80% of the portfolio, and the company expects more growth as existing assets ramp and new projects de-risk over the next few years.
Preview:Rick Rule argues that 2026 should be a year of very high volatility in natural resources, not a repeat of 2025’s outsized gains. He is constructive on precious metals and oil over a multi-year horizon, but wants to buy on weakness rather than chase strength. His core message is portfolio discipline: sell parabolic strength, buy dislocated weakness, and size speculative resource bets around asymmetric payoffs, not small trades.
Preview:Interview with Liberty Gold CEO John Gilligan about the updated feasibility-stage mineral resource estimate at Black Pine in Idaho, which grew to ~6 Moz total (5 Moz indicated + 1 Moz inferred). Gilligan outlines the simple, low-capex nature of the brownfields heap-leach restart, the nine-month construction timeline, full funding through a 2027 construction decision, and project finance options that could reach 100% debt. Host Andy emphasizes the Lassonde-curve sweet-spot thesis and discloses his personal investment in the stock.
Preview:Patrick Karim argues gold, silver, and especially the miners are still in strong uptrends but are no longer low-risk entries after a big run and a sharp silver correction. He prefers waiting for consolidation, resolved bases, and better risk/reward setups, while he sees oil and some oil equities as earlier in their breakout and therefore more attractive tactically right now.
Preview:Matt Filgate of GreenLight Metals says the company has fully permitted, mobilized two drills to its Bend VMS project in Wisconsin and is beginning a 7,000 m step-out campaign aimed at growing the historic resource and moving toward a maiden resource by end-2026. He emphasizes the project’s copper-gold grades, the strength of the down-plunge conductor, a tight share structure, and supportive local/state relationships as key reasons to watch the name.
Preview:Steve Barley of Magma Silver says the company is still early in its U.S. marketing push and believes the stock is undervalued largely because the story is not yet widely known. He says Magma is fully funded for 2026, plans to start drilling in March, expects additional surface work and new agreements, and targets around 1 million ounces of gold plus 70 million ounces of silver at Niñobamba.
Preview:Maura Kolb of Dryden Gold says the company just delivered a very strong drill hit at Gold Rock, including 77.9 g/t gold over 0.5 m, alongside other wide and shallow intercepts that support both high-grade vein and broader shear-zone mineralization. The key near-term catalysts are more drill results, soil/geochem data, and first-ever drilling at Hinman, all backed by a fully funded 32,000 m program.
Preview:Scott Emerson says Kingsmen Resources just completed a large, oversubscribed financing and is now well funded with about $17 million in cash, which he frames as a key box checked ahead of drilling. He also explains the recent share-price weakness as short-term selling from a financing participant focused on warrants, and says he expects that pressure to clear within about a week.
Preview:Adam Hamilton argues gold and silver are extremely overbought after a historic, China-led surge, and that the most likely next phase is a meaningful consolidation or sell-off rather than an immediate continuation. He remains structurally bullish on precious metals, but says the setup is too stretched for new buying without a reset.
Preview:Lobo Tiggre argues the recent gold and silver pullback is more likely a correction/consolidation than a top, and says volatility should be treated as a buying opportunity rather than a reason to panic. He is bullish on commodities broadly, but says he is not rushing to add more gold/silver here; instead he prefers selective exposure to oil, copper, and uranium while waiting for better entry points.
Preview:Trader Ferg argues that the Fed is ultimately constrained by math, so rate cuts and money creation are likely even if inflation remains sticky. He thinks that dynamic is already showing up across commodities, with gold and silver leading, platinum and industrial metals following, and oil services standing out as the clearest undervalued opportunity.
Preview:This is a bullish company interview on Revival Gold. The host, a shareholder, argues the stock ranks near the top of his junior-miner portfolio and frames the latest drill results at Mercur, Utah — including 30 m at 1 g/t and step-out holes outside the current pit shell — as evidence that the project can grow materially beyond the existing resource. Hugh Agro says the company is pushing Mercur hard toward an early-2028 construction decision while also advancing Bear Track-Arnett in Idaho, and he emphasizes a low-capex, brownfield, exploration-to-development model with no long-term debt.
Preview:Mark Faber argues 2026 should be a difficult year for asset holders, with low return expectations, modest or negative real returns, and a likely continuation of international markets outperforming the U.S. He remains constructive on precious metals as insurance but says gold is no longer cheap and mining stocks have become somewhat crowded and speculative, so he has recently trimmed exposure. He also likes energy and still sees select emerging-market and Asian equities, especially Thailand, as relatively cheap compared with expensive U.S. assets.
Preview:Luca Mining’s CEO argues the company has moved from capital starvation to a phase of self-funded growth: exploration, mine optimization, and a possible Mexico-focused acquisition strategy. He is bullish on the company’s operating leverage to high gold and silver prices, but expects precious metals to consolidate after an extreme run.
Preview:This is a promotional interview on Ramp Metals (TSXV: RAMP) focused on a near-term drill restart at the company’s Rush target in Saskatchewan. The speakers argue that the first-pass discovery was encouraging, that new ground geophysics and borehole EM have upgraded the targeting, and that the company is funded enough to drill roughly 5,000–6,000 m and potentially follow up later because it now has two-year permits.
Preview:Gordon Robb says ES Gold’s Montauban project has moved from a speculative exploration story to a real, integrated cash-flow-plus-exploration company: the team has identified mineralized-looking structures, doubled its land package, and is building a fully permitted processing facility while preparing a maiden drill program for spring. The interview also frames the broader precious-metals tape as still constructive despite a sharp pullback after a euphoric move in gold and silver.
Preview:Tom Luongo argues the current geopolitical and market shakeout is fundamentally about control of money, collateral, and payment rails—not just headlines. He frames Davos, Epstein-file drama, AI, CBDCs, Bitcoin pressure, and cross-asset volatility as parts of the same struggle over who controls capital flows, with the U.S. increasingly reclaiming leverage.
Preview:Rick Van Nieuwenhuyse says gold’s pullback after a huge run is healthy, not a thesis break, and he remains constructive on the broader gold bull market. The interview then shifts to Contango ORE’s merger with Dolly Varden, a slate of drill programs and development milestones, and the company’s permitting path for Johnson Track under the FAST-41 dashboard.
Preview:This interview is a promotional but fairly concrete update on Kingsmen Resources from CEO Scott Emerson. The core message is that Kingsmen is positioned to benefit from higher silver prices because it already has two brownfield projects in Chihuahua, a strong cash position after a recent financing, and a drill program that has continued to generate encouraging geology even when individual holes missed mineralization. Emerson emphasizes Lost Coloradas as a high-grade silver system with a very large in-ground target and shallow potential mining geometry, and Amaloya as a second, mostly gold project due for first-pass drilling in March.
Preview:Alex Craner argues the world is in a struggle between two governance systems: a Hamiltonian, tariff/protectionist American model and a British-led free-trade/globalist model. He says the Trump administration has now clearly aligned with the American system, and interprets Venezuela, Greenland, and Iran through that lens as moves to block rival beachheads, protect Arctic trade routes, and avoid a costly war while Israel and British-linked actors push for escalation.
Preview:This is a bullish update on Borealis Mining’s transition from testing into actual mining and steady-state gold production at its Nevada project. The guest, Kelly Malcolm, says the company completed its first production blast, will begin excavating on Monday, and expects a relatively continuous ramp rather than a long lag to gold pours. The discussion also frames Borealis as a cash-rich, permitted, Nevada-based small-cap with exploration upside at Borealis, Sandman, and Big Balls.
Preview:This interview centers on Cassiar Gold’s latest Newcoast drill results and why management thinks the stock is still deeply undervalued. Marco Rock says the company hit gold in every one of 11 new holes at Newcoast, confirming and expanding a Taurus-like system with broader continuity and large stepouts. He argues Cassiar has a rare combination of large-scale exploration upside, existing permits, a mill, infrastructure, and near-term monetization options that could justify a much higher valuation.
Preview:A bullish interview on Ecora Royalties’ rebrand and growth runway. The speaker says the company is increasingly a critical-minerals royalty business, led by copper, with multiple near-term and long-dated catalysts and a stock that still looks cheap versus NAV.
Preview:A sponsor interview about Magma Silver centered on a bullish 2026 setup: management says the project is fully funded, drilling is about to begin, and the company believes its near-surface gold-silver asset could be highly economic even at lower metal prices. The host is also openly long the stock, and the conversation emphasizes catalysts, share structure cleanup, and a coming flow of permits, community agreements, sampling, and drilling news.
Preview:The transcript is a bullish interview about ESGold’s move from a long-permitted tailings cleanup into near-term cash flow and exploration optionality. The speaker argues the company’s low processing cost, existing infrastructure, permitted capacity, and growing revenue projections make it unusually de-risked for a junior miner.
Preview:Sonoro Gold says it has acquired an adjacent ~2,600-hectare package at Cerro Caliche, lifting the project area to nearly 4,000 hectares and potentially expanding mineralization, resource size, and mine life. The interview frames the deal as strategic brownfields upside near existing mineralized trends, while the near-term catalysts remain a new PEA in early February, the full report in March/April, and MIA approval targeted for Q1 2026.
Preview:This is a bullish, company-specific discussion of GreenBridge Metals’ Minnesota copper/critical metals portfolio, centered on a de-risking and drill-catalyst plan rather than a broad market call. The guest argues the company has multiple value levers: an already-defined serpentine resource, a brownfields-style Skibo project with unassayed historical core that may contain additional copper, and a Titac titanium/copper target that will be drilled soon. The host is clearly interested, notes he is not yet invested, and implies he may become one over the next few weeks.
Preview:This is a promotional interview with Dryden Gold CEO/lead speaker Mora Cobb focused on the company’s 2026 exploration plan. The core message is that Dryden is fully funded, will likely raise its exploration budget from about $6 million toward as much as $12 million, and expects a steady flow of drill results over the next few weeks and into the first quarter. The company says it has multiple targets advancing at once — Gold Rock, Sheridan, and a new discovery at Henman — and is moving toward a larger 35,000-meter drill program.
Preview:This interview centers on Revival Gold’s newest drill results and development update at its Mercur project in Utah. Hugh Agro argues the results are encouraging because 65 released intercepts are running 10% to 15% above the average resource grade, the project remains a brownfield asset with permitting and cultural work underway, and the company has added experienced operational leadership to keep advancing toward a PFS and eventual construction.
Preview:This is a promotional interview with GreenLight Metals CEO Matt Filgate about a Wisconsin copper project and the company’s 2026 drilling plan. The core message is that Wisconsin’s mining rules have been reset, the Ben project sits in a historically productive VMS belt, and GreenLight thinks it can grow a shallow, high-grade historic resource into a much larger copper-gold system while staying fully funded.
Preview:The video is a geopolitical macro interview centered on Simon Hunt’s view that recent U.S. action in Venezuela is part of a broader push to contain BRICS, control Western Hemisphere influence, and pressure China, Russia, India, and Iran. Hunt argues the Venezuela move is less about drugs or oil than about dismantling foreign entrenchment there, especially Chinese, Russian, and Iranian influence, and he sees similar logic in potential moves against Iran and even Greenland.
Preview:This is an interview-style exploration update from Kingsman Resources CEO Scott Emerson, focused on a new silver drill result at the Lost Coloras project in Chihuahua, Mexico. Emerson argues the latest hole supports a larger district-scale system, with mineralization now outlined over a 2.5 km by ~1 km area, and says the company is fully funded into 2026 for further drilling.
Preview:An interviewer on Natural Resource Stocks speaks with Steve Barley of Magma Silver about a Peruvian silver-gold project that already has drill permits, shallow near-surface potential, and a 2026 work program. The pitch centers on permitting progress, historical work by majors, simple infrastructure, and a financing that leaves the company funded for drilling and follow-on news flow.
Preview:Tom Luongo argues that 2025 marked a major shift in global monetary and commodity control: the London-centric pricing regime is breaking down, the yen carry trade is unwinding, and the U.S. is regaining leverage over both short and long rates through SOFR and a possible Fannie/Freddie relisting. He ties that to a broader geopolitical reset in which gold, silver, copper, and eventually oil move out of Europe/London pricing power and toward a U.S./China-dominated industrial order.
Preview:This interview is a bullish update on West Red Lake Gold’s restart of the Madsen mine in Red Lake, Ontario. Gwen Preston says the company is within sight of commercial production, expects about 50,000 ounces in 2026, and sees a path to 100,000 ounces/year by 2028 by combining Madsen growth, Rowan, and possibly Fork. The core argument is that the stock still trades like a developer despite nearing producer status and that a rerating could follow once the market sees sustained guidance and execution.
Preview:Joseph Schachter argues oil is currently hated because weak demand, tariff uncertainty, stock-market stress, and short selling have pushed WTI into an unattractive range, but he thinks 2026 could mark the start of a turn as inventories tighten and demand growth re-accelerates. He is more constructive on natural gas in the nearer term and on Canadian energy equities, especially names with strong balance sheets, dividends, and leverage to higher commodity prices.
Preview:Nick Hodge argues the precious-metals bull market is still early enough to continue, with central-bank buying, falling rates, persistent debt growth, and a likely easing of inflation all supporting gold, silver, and related equities into 2026. He says the recent pullback was a healthy correction, silver is now leading gold in the usual bull-market progression, and the next big catalyst could be M&A among miners.
Preview:Sonoro Gold CEO Ken and Chairman John discuss a $4M fully committed insider/strategic financing closing December 2025, a new PEA expected Q1 2026 (economics by end of January), and the anticipated MIA (environmental permit) approval by end of Q1 2026. They highlight improving Mexican mining sentiment, government support from Sonora state, an independent analyst's C$0.707 target, and growing institutional interest. Host Andy discloses he is a long-time shareholder and has profited from the stock.
Preview:Scott Emerson argues Kingsmen Resources is a tightly financed Mexican junior explorer with two brownfields projects that could be materially larger than the market currently prices in. He says the thesis is simple: if they can define something large enough, nearby established mill operators and producers in the region may ultimately want it, and the company’s value should be driven by drilling.
Preview:Keith Bartnerchuk of KOSA Resources says the company is fully funded for 2026, with just under C$10 million in treasury after raising C$7.5 million, and will spend the year drilling two Denison JV projects in the Athabasca Basin: Darby and Murphy Lake North. The interview emphasizes KOSA’s tight share structure, strategic Denison ownership, and the appeal of high-grade uranium exploration in Saskatchewan’s infrastructure-rich eastern Athabasca.
Preview:Rick Rule argues the Contango/Dolly Varden merger makes strategic sense, especially because Rule says Rick Van Nieuwenhuysen and Sean Kungun are combining complementary strengths: project advancement, financing, and mine-building execution. He spends most of the discussion on British Columbia, the Golden Triangle, and why permitting/politics matter, then pivots to the 2026 setup in precious metals, silver, energy, copper, and nickel.
Preview:Matt Filgate says GreenLight Metals is pursuing a high-grade copper-gold VMS story in Wisconsin, a jurisdiction he argues is unusually attractive because of mining history, improving politics, easier permitting, good infrastructure, and strong local/community engagement. He says the Bend project already has a historic resource and recent step-out drilling hit thick, high-grade massive sulfides that suggest the deposit could grow materially, with 2026 drilling aimed at proving a 10+ million ton system and moving toward a resource.
Preview:The interview centers on Martin Armstrong’s bearish view that the euro and EU are headed toward a debt-driven fracture, with the euro unlikely to last beyond 2030. He argues Europe’s core problem is unresolved sovereign debt, political centralization, weak growth, and the use of sanctions/freezes as a sign of desperation rather than strength. He also ties the euro’s future to broader geopolitical shifts: Russia sanctions, SWIFT, BRICS, China, and Venezuela.
Preview:Michael Pento argues the dollar is on the verge of a major break, the Fed will eventually be forced into monetization/QE to cap long rates, and that this combination of fiscal excess, inflation, and rising yields could create a dangerous window where stocks fall hard before policy relief arrives. He remains net long equities but is positioning for a 2026 setup dominated by precious metals, energy, short-duration debt, and a short equity hedge.
Preview:This is a bullish company update on Noble Plains Uranium. Drew Zimmerman says the company got permits, started drilling quickly at Duck Creek, and the first two batches of drill results were stronger than expected, with average GT reportedly above the target model and well above the industry cutoff. He also highlights a new advisory-board addition, Luke Norman, and says the company is fully funded for the current program with a tight share structure and potential warrant inflows.
Preview:This is an interview with G50 Corp’s Mark Wallace about a Southwest U.S. precious-metals exploration story centered on Gold Condor in Arizona and White Caps in Nevada. Wallace argues the company is trying to make a genuinely large discovery near existing infrastructure and near a known porphyry system, with gold, silver, and byproduct gallium as potential value drivers.
Preview:This interview centers on Cassiar Gold’s Taurus deposit drill results, 2026 work program, and the company’s valuation/infrastructure advantage. CEO Marco Roque says the latest holes expanded higher-grade mineralization, highlighted by 13.4 meters at 13.5 g/t gold, and that the project still has substantial room to grow across Taurus, New Coast, and other nearby targets.
Preview:Jeff Phillips argues the resource bull market is still in force even if metals can pull back in the near term. He sees the setup as a combination of long underinvestment, a roughly 12-year cyclical pattern, and escalating geopolitics/supply-chain security that is now drawing direct government support into critical minerals, uranium, and related resource names.
Preview:This is a bullish interview on Revival Gold. CEO Hugh Agro argues that developers like Revival Gold offer better leverage than producers at this stage of the gold cycle because the stock is still valued far below the underlying in-ground asset value, while the projects are advancing toward production. He emphasizes Utah and Idaho as favorable, lower-risk jurisdictions with existing infrastructure, private land, and past-producing sites, and says upcoming drill results, metallurgical testing, studies, and permitting could continue to re-rate the company.
Preview:An interview with Starcore CEO Robert Eadie centered on the company’s tight share structure, current cash-generating San Martin mine in Mexico, and the growth optionality from bringing La Tortilla into production using existing infrastructure. Eadie framed Starcore as a cash-flowing operator that can reinvest without relying on debt, and he argued that warrants, stronger metals prices, and development at La Tortilla could materially lift revenue over the next 18–24 months.
Preview:This is an interview with F3 Uranium’s Sam Hartman about the company’s Athabasca Basin uranium portfolio, recent discovery work, and 2026 exploration funding. The core message is that F3 is still an exploration story, but it now has multiple high-grade zones, strong funding, and enough land and targets to keep drilling through 2026 while it tries to define what Tetrazone, JR Zone, and the broader Patterson Lake North area really are.
Preview:This is a sponsored interview about the announced merger of Contango Ore and Dolly Varden Silver. The speakers argue the deal combines complementary assets, adds liquidity and scale, and creates a new North American high-grade gold/silver platform with a stronger balance sheet, production, development, and exploration pipeline.
Preview:Michael Oliver argues that a broad asset rotation into monetary metals and commodities is underway, led by a breakout in gold relative to the S&P, confirmed by miners and silver, while bond-market stress undermines the usual stock/bond alternative. He also thinks crude oil and natural gas are still laggards with upside potential, and that the stock market is in a topping process that could amplify the move into hard assets.
Preview:This is an interview about Canstar Resources’ Newfoundland exploration story. Juan Carlos Jerome argues the company is set up to pursue a district-scale VMS/gold-silver-copper-zinc discovery in central Newfoundland, with the key ingredients being underexplored geology, strong jurisdictional support, a capital-efficient structure, and an unusually technical and strategically connected team. The host largely reinforces the thesis, emphasizing the rocks, the team, and the importance of funding discipline. The core investment case is that Canstar controls two main Buckans district projects plus a larger Golden Bay land package, with Mary March presented as the most compelling target because it combines a historic discovery hole, shallow IP anomalies, strong alteration, and early trenching results that allegedly showed copper grades in the 3% to 7% range. The Buckans project is described as deeper, more infrastructure-adjacent, and geophysically promising, with conductor anomalies and one old hole reportedly showing “over 100 ft of quote intense alteration.” Jerome repeatedly frames the opportunity as a polymetallic exposure to both precious metals and base metals at a time when defense supply chains, AI, and the energy transition are supporting demand for copper and other base metals. The interview also spends a lot of time on capital structure and execution. Jerome says the company has been recapitalized, raised money without excessive dilution, brought in a non-dilutive project-level joint venture, and kept management compensation low. He stresses that Newfoundland is a top-ranked jurisdiction with supportive permitting, existing roads, rail/process infrastructure nearby, and a workforce familiar with mining. The medium-term setup is a spring drill program and continued district consolidation, while the long-term pitch is that Canstar could build a valuable company if it converts the geology into a tier-one discovery. There is some marketing-heavy repetition, but the transcript does contain concrete technical and financing details. The biggest unresolved issue is that the interview mostly presents upside arguments and limited independent evidence beyond historical drill intercepts, geophysics, and trenching. Investors would still need to see actual drill results, continuity, grades, and metallurgy before the story can move from attractive land package to validated deposit thesis.
Preview:This is a company-focused interview with Luca Mining CEO Dan Barnholden about turning around two Mexican mines, improving throughput, and funding a three-year exploration push. The core message is that 2025 was a noisy investment year with disappointing production and AISC, but that spending should translate into better 2026 operating results, stronger exploration targets, and a cleaner balance sheet.
Preview:John Rubino argues that the world is entering the late stage of a global fiat-currency experiment: too much debt, too much money creation, and rising interest costs are setting up a currency crisis. His practical conclusion is that gold and silver remain attractive protection, while investors and households should shift toward real assets, useful skills, and community resilience.
Preview:Patrick Karim argues silver is still in an uptrend but is very stretched after a parabolic breakout, so chasing it here is high risk for new entrants. He applies the same caution to silver miners and gold, while highlighting copper, oil, natural gas, and some energy names as cleaner next opportunities.
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