Randy Smallwood
resource-sector investing, especially mining and precious metals
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Research profile
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Economic vision
resource-sector investing, especially mining and precious metals
Reliability notes
- Admin-validated speaker with linked X / Twitter profile.
- Preview built from 10 analyzed appearances.
- Latest tracked appearance: 2026-03-02 17:30.
- Most often seen on Kitco NEWS.
Mining company record (21)
21 transcript-backed statements from 3 appearances, covering resource size, capital needed, exploration upside and other company claims. These reflect management's own framing and have not been independently verified.
- Is the resource figure supported by a current NI 43-101 / JORC technical report — and is it measured, indicated or inferred?
- Is the stated grade a reserve grade, a resource grade, or a single drill intercept?
- Which study do these economics come from — PEA, pre-feasibility or feasibility?
- What metal price and discount rate underpin the NPV and IRR?
exploration success at our portfolio has just about replaced every single ounce we have mined in 22 years? We're about 95%
this year we we should be up close to 670,000 gold equivalent ounces
it called for somewhere between 600 to 670,000 gold equivalent ounces
our stream uh was $300 million and for that we'll get about uh close to 15,000 ounces a year.
we're expecting at least 25,000 ounces a year from this
There is mill capacity at the site.
it wouldn't surprise me to see this asset delivering well over 30,000 ounces of gold a year
It's a simple Nevada heat leach. Pick it up, you know, blast it uh pick it up, haul it over.
we saw the potential for a mine life well in excess of 20 years
I think our average last year is about $500 per gold equivalent ounce or somewhere in that range
Our guidance for 2025 was 20 to 22 [music] million ounces.
All at a cash cost of slightly below 500 bucks an ounce
The 300 million for Hemllo was cash out the door
in 2026, we've probably got about $3 billion to spend
So we put a billion dollars of commitments into place
our stream uh was $300 million and for that we'll get about uh close to 15,000 ounces a year.
I think we'll be at a million ounces now million ounces of gold coin production by 2028
We will be coming out with our updated guidance midFebruary
a new discovery right beside the TransCanada Highway in uh northwestern Ontario.
This is a development project located in the state of Nevada.
Yeah. Yeah. We're fifth largest in the world.
Every claim above was said by Randy Smallwood 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.
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