Allied Gold (TSX: AAUC; OTCQX: AAUCF) Chairman & CEO Peter Marrone says the company’s C$5.5 billion all-cash sale to Zijin Mining secures what he views as full and fair value, less than two years after Allied’s September 2023 IPO at an approximate C$970 million valuation. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Marrone said the board set a clear pricing threshold during negotiations. “It has to be in the mid forties,” he said, refe...
Mar 02, 2026•19 min
Equinox Gold (TSX: EQX; NYSE American: EQX) CEO Darren Hall says the company has reset its balance sheet and is now focused on disciplined execution as it advances toward becoming a 1 million oz per year producer. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Hall said Equinox reduced net debt from more than $1.4 billion at the end of June 2025 to less than $100 million at the end of January 2026, alongside launching an inaugural dividend an...
Mar 02, 2026•24 min
Coeur Mining (NYSE: CDE) President & CEO Mitch Krebs says the company’s acquisition of New Gold marks a transformational step, accelerating Coeur into a larger, more resilient North American silver, gold, and copper producer. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Krebs said the deal builds on last year’s SilverCrest acquisition and moves Coeur into a new peer group with roughly $25 billion in market capitalization, more than $3 b...
Mar 02, 2026•14 min
Vicuña Corp CEO Ron Hochstein says the newly combined Jose Maria and Filo del Sol deposits position the Vicuña district as one of the world’s largest and most advanced undeveloped copper projects, with a staged path toward a final investment decision by the end of 2026. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Hochstein said the recently released preliminary economic assessment outlines a $7.1 billion first-stage development centered on...
Feb 27, 2026•16 min
Vale Base Metals CEO Shaun Usmar says the company is reshaping its nickel and copper portfolio as it advances a consortium that will invest more than $200 million in the Thompson Nickel Complex in Manitoba while accelerating high-return copper growth in Brazil. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Usmar said the Thompson transaction brings in new capital and partners while Vale Base Metals retains a 19% stake and remains a key custo...
Feb 26, 2026•23 min
New Gold (NYSE American: NGD; TSX: NGD) CEO Patrick Godin says disciplined execution and reinvestment transformed the company ahead of its approved acquisition by Coeur Mining. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Godin outlined how Rainy River’s open pit was once expected to end in 2027 and the underground in 2030. Through sustained exploration investment, mine life has now been extended to 2035, materially reshaping the company’s ...
Feb 26, 2026•20 min
First Majestic Silver (NYSE: AG; TSX: AG) CEO Keith Neumeyer says silver’s move above $100 per ounce confirms tightening supply-demand fundamentals, even with a correction into the $80–$85 range. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Neumeyer said large institutions still “don’t believe the market,” arguing silver equities remain well below prior-cycle valuations despite stronger metal prices. First Majestic generated $250 million in...
Feb 26, 2026•23 min
Lundin Mining (TSX: LUN; Nasdaq Stockholm: LUMI) has released the first integrated preliminary economic assessment for the Vicuña copper district in Argentina, combining the Jose Maria and Filo del Sol deposits into a staged development plan. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, President and CEO Jack Lundin said the project could rank among the top five copper, gold, and silver producers globally. The PEA outlines an initial 25 yea...
Feb 25, 2026•21 min
Collective Mining (TSX: CNL; NYSE American: CNL) Executive Chair Ari Sussman joins Kitco Mining’s Investment Trends with Paul Harris to discuss new high-grade drilling from the Ramp Zone at the Guayabales Project in Colombia and the path toward a maiden resource in the first half of 2027. On February 24, 2026, the company reported 54.55 metres grading 7.04 g/t gold and 16 g/t silver from hole APC150-D1, with assay results pending for another 370.25 metres. Sussman said it is “the first time we’v...
Feb 25, 2026•17 min
LunR Royalties (TSXV: LUNR) has announced a $670 million life-of-mine silver stream on Lundin Gold’s Fruta del Norte mine in Ecuador, a deal that delivers immediate precious metals cash flow to the recently listed royalty company. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Florida, CEO Adam Lundin described the structure as “a very elegant way to get cash flow into Lunar,” with approximately 50 million LunR shares issued to Lundin Gold ...
Feb 24, 2026•12 min
B2Gold (NYSE American: BTG; TSX: BTO) founder Clive Johnson will retire as President and CEO at the company’s annual meeting on June 4, ending a two-decade run that built the miner into a 1 million ounce per year gold producer. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Florida, Johnson said it was “a good time to look at passing the baton.” CFO Mike Cinnamond will succeed him, with Johnson remaining as chair emeritus. The transition co...
Feb 24, 2026•14 min
Ammar Al-Joundi, President and CEO of Agnico Eagle Mines (NYSE: AEM; TSX: AEM), says the company is in its strongest financial position after a record 2025. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Florida, Al-Joundi highlighted roughly $4.4 billion in free cash flow, about $950 million in debt repayment, and $1.4 billion returned to shareholders in 2025. “Our job is to give them as much of that increase as possible,” he said, adding ...
Feb 23, 2026•19 min
Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to break down what he sees as a structural capital crunch in copper and a turning point in mine finance. Rule says “the copper industry requires at least $250 billion in capital expenditure over the next 10 years to maintain current levels of output,” arguing that traditional funding sources are falling short. He explains why Wheaton Precious Metals’ $4.3 billion silver stream with BHP, anno...
Feb 20, 2026•42 min
Goldstorm Metals (TSXV: GSTM) President and CEO Ken Konkin joins Kitco Mining’s Investment Trends with Paul Harris to outline the company’s 2026 drill campaign in British Columbia’s Golden Triangle, targeting a large copper-gold-silver system along the same regional trend that hosts KSM, Treaty Creek, and Brucejack. Konkin says the focus is a 1.2 km IP chargeability anomaly on the Orion Spine, adding, “we're after the elephant here, not the, not the mink or the fox here, we're after the elephant...
Feb 19, 2026•27 min
Newcore Gold (TSXV: NCAU) President and CEO Luke Alexander joins Kitco Mining’s Investment Trends with Paul Harris at VRIC 2026 to discuss advancing the Enchi gold project in Ghana’s Bibiani Shear Zone and how higher gold prices are shaping development decisions across Africa. Alexander says the company has expanded drilling to 45,000 m but is “still just scratching the potential across our entry project,” with more than 25 targets identified and only nine drilled so far. Recent high-grade resul...
Feb 10, 2026•25 min
Kootenay Silver (TSXV: KTN; OTCQX: KOOYF) President and CEO Jim McDonald joins Kitco Mining’s Investment Trends with Paul Harris to explain why the silver bull market is forcing a rethink on valuations and why developers with scale are positioned for a catch-up move. McDonald says Kootenay’s approach is to build value by de-risking its assets while keeping strategic options open, adding, “we aim to be a seller.” McDonald discusses progress at the Columba Project in Chihuahua, Mexico, where Koote...
Feb 10, 2026•39 min
Thesis Gold (TSXV: TAU; OTCQX: THSGF) President and CEO Ewan Webster joins Kitco Mining’s Investment Trends with Paul Harris to discuss advancing the Lawyers-Ranch gold-silver project in British Columbia’s Toodoggone District following a pre-feasibility study released in December. Webster said, “We really wanted to let the project speak for itself, and I think it very much did that.” The PFS outlines a 15-year mine averaging about 187,000 oz of gold equivalent per year at an all-in sustaining co...
Feb 10, 2026•24 min
Mark Utting, Senior Vice President of Investor Relations at Discovery Silver, joins Kitco Mining to explain how the company is generating gold cash flow in Canada while advancing one of the world’s largest undeveloped silver projects in Mexico. Discovery produced more than 66,000 ounces of gold in Q4 2025 and about 180,000 ounces from the April acquisition close through year end at the Porcupine complex in Northern Ontario. With more than $410 million in cash, no debt, and access to a $250 milli...
Feb 10, 2026•19 min
John Feneck, Founder & CEO of The Feneck Commodities Report, joins Kitco Mining’s Digging Deep with Paul Harris as gold and silver experience violent volatility following a historic surge. With prices pulling back sharply, Feneck argues the move does not invalidate the trend. “We’re in a bull market,” he said, stressing that sharp drawdowns are now part of a new trading reality. Feneck reacts to breaking news around President Donald Trump’s nomination of Kevin Walsh to replace Jerome Powell ...
Feb 10, 2026•24 min
Argenta Silver (TSXV: AGAG; OTCQB: AGAGF; FSE: T1K) President and CEO Joaquín Marias joins Kitco Mining’s Investment Trends with Paul Harris to discuss how higher silver prices are influencing project strategy and exploration priorities for developers and explorers. Marias points to Argentina’s pro-mining shift under President Javier Milei as a key factor improving confidence around policy direction and long term investment. “There is no way to go back to what it was before,” he said. Marias out...
Feb 10, 2026•22 min
Greg Kofford, Founder and CEO of Sorbie Bornholm, says geopolitical uncertainty continues to underpin precious metals. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Kofford said, “Precious metals respond to angst, fear consternation in the marketplace,” adding that silver’s recent strength followed a long period of underperformance relative to gold. He warned that a sharp reduction in political uncertainty could pressure prices. Kofford outlined Sorbie Bornholm...
Feb 10, 2026•15 min
Aurora Davidson, president and CEO of Amerigo Resources, says copper prices near $6 per pound still fall short of incentivizing large-scale new mine development, underscoring how tight the global supply picture remains. Speaking with Kitco Mining at the VRIC 2026, Davidson said, “it doesn’t offset the risks involved in developing new copper mines,” pointing to high capital costs, long timelines, and permitting challenges that continue to slow new supply. Davidson said tailings reprocessing stand...
Feb 10, 2026•24 min
Nicole Adshead-Bell, director of Cupel Advisory, says the precious metals bull market is still in its early stages, with generalist investors largely absent despite sharply higher prices. Speaking with Kitco Mining’s Digging Deep at the VRIC 2026, Adshead-Bell said, “we are generating so much cash, what do we do with that cash?” as gold producers prepare to report sharply stronger margins and free cash flow. Adshead-Bell said valuation frameworks across the sector remain structurally broken, wit...
Feb 10, 2026•26 min
Cabral Gold Corp. (TSXV: CBR) President and CEO Alan Carter joins Kitco Mining’s Investment Trends with Paul Harris to discuss Cabral’s move into production at its Cuiú Cuiú gold district in Brazil, following a construction decision and secured project financing. Carter said the company is building its phase one oxide operation and expects to declare commercial production in the fourth quarter of this year. A pre-feasibility study released in July 2025 outlined a starter mine producing roughly 1...
Feb 09, 2026•28 min
Outcrop Silver (TSX: OCG; OTCQX: OCGSF; FSE: MRG) CEO Ian Harris joins Kitco Mining’s Investment Trends with Paul Harris to discuss how silver’s late January surge is reshaping the outlook for primary silver explorers, even as equity valuations lag the metal. Harris says Outcrop’s asset base has not changed, but its ability to execute has, noting, “I have two years of runway,” something he says he has not had in more than 12 years following recent institutional investment. Harris outlines an acc...
Feb 05, 2026•19 min
Michael Gentile, founder of Bastion Asset Management and a strategic investor in junior mining, says the current surge in gold reflects a structural shift driven by both central banks and financial investors. Speaking with Kitco Mining at the VRIC 2026, Gentile said, “it’s the first time we’ve seen both central banks and financial players buying at the same time,” arguing this dual demand dynamic is driving a long-overdue repricing in precious metals. Gentile said earlier gains in gold were driv...
Feb 04, 2026•14 min
Incrementum AG managing partner Ronald-Peter Stöferle says the surge in precious metals reflects a structural bull market rather than speculative excess. Speaking with Kitco Mining at the VRIC 2026, Stöferle said, “we’re in a bull market, we’re not in a bubble yet,” arguing gold’s strength is driven by a monetary revaluation tied to rising debt levels, persistent inflation, and financial repression. While corrections are inevitable, he said gold remains inexpensive when measured against global d...
Feb 04, 2026•26 min
Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, says the silver market has entered a structurally different phase driven by persistent supply deficits and rising industrial demand. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Krauth said, “The fundamentals of the market have just changed completely.” Krauth pointed to consecutive years of supply deficits, flat mine production, and continued inventory drawdowns as key constrai...
Feb 04, 2026•31 min
West Red Lake Gold Mines (TSXV: WRLG) President and CEO Shane Williams joins Kitco Mining’s Investment Trends with Paul Harris at VRIC 2026 to discuss the company’s transition into commercial production at the Madsen Mine in Ontario’s Red Lake Gold District. Williams explains that commercial production reflects stable operations following ramp-up. “Once you get to that stability, you’re set and that’s where you declare commercial production,” he said. Williams outlines a ramp-up toward 60,000 to...
Feb 04, 2026•13 min
Don Durrett, author and founder of GoldStockData, says the current metals bull market should be viewed as a full-cycle opportunity rather than a short-term trade. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Durrett explained that the core driver behind gold and silver is the growing fragility of the US bond market, which he views as the ultimate catalyst for higher precious metals prices. “It’s a cash business, so I focus on free cash flow,” he said. Durrett ...
Feb 04, 2026•24 min
