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Mining Stock Daily

Trevor Hallclearcommodity.net
Mining Stock Daily is a brief overview of finance and resource exploration news from the world's mining and metals sector. Mining Stock Daily is a quick overview of the day's most important sector information for both precious and base metals, including market trends and analysis.
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Episodes

More Than Gold: Bernie Kreft on Family, Prospecting, and Discovery

Yukon prospector Bernie Kreft joins Mining Stock Daily for a long-form conversation on mineral exploration, project generation, and the decades of persistence required to build successful discoveries in Canada’s north. Bernie reflects on the early struggles of the business, from borrowing money for Christmas presents while raising young children to eventually helping generate projects tied to discoveries like Banyan, Sitka, and American Eagle’s NAK copper-gold system. The discussion dives deep i...

May 22, 202655 min

Live from the Deutsche Goldmesse: Sirios Resources CEO Jean-Félix Lepage on Cheechoo’s Scale, Grade, and Path to a PEA

Sirios Resources CEO Jean-Félix Lepage joins MSD's Ian Wagner in Frankfurt to discuss the Cheechoo gold project in Quebec’s James Bay region. Lepage outlines the project’s nearly three-million-ounce resource, including an open-pit component grading above one gram per tonne with a low strip ratio. He also discusses the company’s recent financing, a planned 25,000-meter summer drill program, a resource update expected before year-end, and a PEA targeted for the first half of next year. Sirios trad...

May 21, 202614 min

Aldebaran Drills to Upgrade Altar Ahead of Key Catalysts

Aldebaran Resources continues advancing the massive Altar copper-gold project in Argentina with new infill drill results aimed at upgrading inferred resources into measured and indicated categories ahead of next year’s pre-feasibility study. CEO John Black discusses the latest wide intercepts from Altar East and Altar United, the ongoing geotechnical drilling campaign, and how the company is evaluating different development scenarios ranging from a hybrid open pit-underground operation to a pote...

May 21, 202617 min

Live from the Deutsche Goldmesse: Amarc Resources CEO Dr. Diane Nicolson on Aurora and B.C.’s Next Copper-Gold Porphyry District

Amarc Resources CEO Dr. Diane Nicolson joins MSD's Ian Wagner in Frankfurt to discuss the company’s three copper-gold porphyry districts in British Columbia: Joy, Duke, and Ike. Nicolson highlights the Aurora discovery at Joy, describing it as a near-surface, high-grade gold-enriched copper porphyry that could help unlock the broader district. She also discusses Freeport’s continued funding at Joy, Boliden’s partnership at Duke, and the company’s broader strategy as a discoverer, developer, and ...

May 21, 202619 min

Live from Deutsche Goldmesse: Gold Hunter Resources CEO Sean Kingsley on Consolidating Newfoundland’s Great Northern Gold Project

Gold Hunter Resources CEO Sean Kingsley and VP Exploration Rory Kutluoglu join Ian Wagner in Frankfurt to discuss the Great Northern Project in Newfoundland. The company has consolidated a 26,000-hectare land package along the Doucers Valley Fault, bringing together historic drilling, a small existing resource at Thor, and multiple underexplored targets. Kingsley and Kutluoglu discuss the project’s infrastructure, airborne geophysics, planned 10,000-meter inaugural drill program, and the broader...

May 21, 202619 min

Live from the Deutsche Goldmesse: Hayasa Metals CEO Joel Sutherland on Armenia’s Copper-Gold Potential and the Teck Partnership

Hayasa Metals CEO Joel Sutherland joins MSD's Ian Wagner in Frankfurt to discuss the company’s gold and copper exploration strategy in Armenia. Sutherland outlines the broader Armenia thesis, pointing to underexplored geology in the Tethyan Belt, improving Western engagement, and growing interest in critical minerals. He also discusses Hayasa’s partnership with Teck at the Vardenis copper-molybdenum project, ongoing work at Urasar, and plans to add three new properties this year. Hayasa trades o...

May 21, 202623 min

Morning Briefing: China Announces New Mining Controls on Strategic Minerals

We have a lot of new drill results out this morning, including the latest fro Aldebaran Resources, Scorpio Gold, Gladiator Metals, and Oroco Resources. Tudor Gold has commenced its 2026 exploration drill program at the Treaty Creek project. Li-FT Power has completed its combination with Winsome Resources. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Integra Resources ⁠...

May 21, 202611 min

Live from the Deutsche Goldmesse: GoGold Resources CEO Brad Langille on Los Ricos, Mexican Silver, and the Path to Construction

GoGold Resources CEO Brad Langille joins Ian Wagner in Frankfurt to discuss the company’s Mexican silver portfolio, including cash flow from the Parral tailings operation and development plans for Los Ricos. Langille outlines how Parral is generating meaningful free cash flow while also serving as an environmental cleanup project. He also discusses Los Ricos South, which is shovel-ready pending permits, and Los Ricos North, which could follow as a second-stage build. GoGold trades on the TSX und...

May 20, 202618 min

Gold Hart Targets Another Major Addition in Vicuña

Gold Hart Copper continues expanding its footprint in Chile’s Vicuña district after filing applications to acquire a historic gold-copper-silver project with past production and historic resource estimates potentially exceeding 4 million ounces gold equivalent. CEO Isaac Maresky discusses why the company aggressively pursues strategic ground consolidation through Chile’s government auction process and how this latest potential addition could significantly strengthen Gold Hart’s growing portfolio...

May 20, 202611 min

Live from Deutsche Goldmesse - Cassiar Gold CEO Marco Roque on the Two-Track Path to Cash Flow and Scale in B.C.

Cassiar Gold CEO Marco Roque joins Ian Wagner in Frankfurt to introduce the company’s district-scale gold project in northern British Columbia. Roque outlines a two-track strategy: advancing the high-grade Cassiar South area toward potential near-term cash flow, while developing the larger Taurus deposit at Cassiar North through a new PEA expected around August. He discusses Cassiar’s 2.3-million-ounce resource, existing infrastructure, a permitted mill, past-producing mines, and the company’s l...

May 20, 202622 min

Scorpio Gold Finds Volcanic-Hosted Mineralization Inside the Manhattan Caldera

Scorpio Gold CEO Zayn Kalyan joins Ian Wagner to discuss new drill results from the Manhattan Gold District in Nevada, including emerging mineralization at Black Mammoth and high-grade results from Gold Wedge. Kalyan highlights the importance of mineralization hosted in volcanic units, drawing comparisons to Kinross’s nearby Round Mountain mine. He also discusses ongoing drilling across Black Mammoth, Gold Wedge, Zanzibar, and April Fool, Scorpio’s goal of reaching two million ounces, longer-ter...

May 20, 202611 min

Live from the Deutsche Goldmesse - Yukon Metals CEO Jim Coates on Copper Porphyry Targets, KLM, and Tungsten Optionality

Yukon Metals CEO Jim Coates joins Ian Wagner in Frankfurt to discuss the company’s expanding Yukon and northern B.C. exploration portfolio. Coates outlines the newly acquired KLM project, which extends the company’s copper-gold porphyry thesis south toward the Golden Triangle, alongside active work at Birch and AZ. He also discusses Yukon Metals’ tungsten portfolio, which has gained relevance amid supply shortages, Chinese export restrictions, and rising defense demand. The company trades on the...

May 20, 202615 min

Morning Briefing: Agnico Eagle Mines Announces Investment In Wallbridge Mining

Agnico Eagle, the world's second-largest gold producer, has agreed to purchase approximately 244 million additional shares of Wallbridge Mining at C$0.092 per share for total consideration of roughly C$22.4 million, which will increase its ownership stake in Wallbridge from approximately 9.4% to nearly 19.6% on a non-diluted basis. Sigma Lithium is appealing what the company calls a surprise ruling issued May 17 by a local Brazilian judge in Aracuaí that included a potential US$10 million legal ...

May 20, 20268 min

Live from Deutsche Goldmesse: Cartier Resources CEO Philippe Cloutier on Cadillac’s Metallurgy, Scale, and Strategic Path Forward

Cartier Resources CEO Philippe Cloutier joins MSD's Ian Wagner in Frankfurt to discuss the company’s Cadillac gold project in Québec’s Abitibi region. Cloutier highlights recent metallurgical test work showing gold recoveries near 97%, improving on historic assumptions and strengthening the case for a new economic assessment. He also discusses Cartier’s 3.2-million-ounce resource, a 100,000-meter drill program, new discoveries along the Cadillac trend, and strategic options ranging from toll mil...

May 19, 202612 min

Live from the Deutsche Goldmesse: Contango Silver & Gold CEO Rick Van Nieuwenhuyse on Cash Flow, Kitsault Drilling, and the Hub-and-Spoke Strategy

Contango Silver & Gold CEO Rick Van Nieuwenhuyse joins Ian Wagner in Frankfurt to discuss the company’s post-Dolly Varden merger strategy, anchored by cash flow from the Manh Choh mine in Alaska. Van Nieuwenhuyse outlines plans to fund Lucky Shot, Johnson Tract, and Kitsault without heavy equity dilution, including a 40,000-meter summer drill program at Kitsault and a new resource update expected by late June. He also discusses valuation, permitting, diesel-cost pressures, and Contango’s hub...

May 19, 202620 min

Elemental Royalties Makes a Transformational Bet on Panuco

Elemental Royalties continues to accelerate its growth profile after reporting record Q1 financial results and announcing the transformational acquisition of Vizsla Royalties and its royalty exposure to the high-grade Panuco silver-gold project in Mexico. COO Fred Bell joins Mining Stock Daily to discuss the company’s rapidly expanding cash flow profile, the successful integration of the EMX royalty portfolio, and why management believes Elemental is now positioned to evolve into a true mid-tier...

May 19, 202631 min

Equinox Gold’s Next Chapter: Bigger Scale, Bigger Cash Flow

Equinox Gold has announced a transformational merger with Orla Mining that will create a major North American gold producer with a pathway toward nearly 2 million ounces of annual production. Ryan King, Executive Vice President of Capital Markets, joins Mining Stock Daily to discuss why the timing made sense for both companies, how institutional investors are responding to the increased scale, and the long-term growth pipeline anchored by Greenstone, Valentine, South Railroad, and Castle Mountai...

May 19, 202625 min

Morning Briefing: Anglo American Sheds Coal Assets, Central Bank Gold Buying to Rise

Anglo American plans to sell its Australian coal mines for up to $3.8bn ahead of the company’s planned merger with Teck Resources, according to a report by Reuters. The Ghanian government has asked gold miners in its country to sell some production to the country’s central bank. Commercial terms are not yet determined. According to Goldman Sachs, central banks bought more gold than previously thought and are poised to ramp up their purchases further into 2026. Mining Stock Daily is sponsored by ...

May 19, 20269 min

The Commodity Bull Market Is Here — Wall Street Just Hasn’t Noticed | Zach Abraham & Chase Taylor

Zach Abraham and Chase Taylor of the Know Your Risk Podcast join Mining Stock Daily for an intense macro discussion covering the Strait of Hormuz crisis, inflation, commodities, and the growing disconnect between financial markets and physical reality. The conversation breaks down the latest EIA inventory draws, tightening diesel and jet fuel markets, and why both guests believe oil markets remain dramatically mispriced despite mounting evidence of a global energy shortage. Zach and Chase also e...

May 15, 202654 min

Lion Zone Unleashed: Power Metallic's High-Grade Copper Play

Power Metallic (TSX.V: PNPN) says it host the world's highest-grade copper and platinum group elements discovery at its Nisk project in Quebec, Canada. The company is backed by prominent mining investors including Robert Friedland, Rob McEwen, and Gina Rinehart. CEO Terry Lynch spoke to Mining Stock Daily. Lynch discussed the Lion Zone's exceptional drill results, outstanding metallurgical recoveries averaging 95% across all metals, plans for a Mineral Resource Estimate in Q3 2026 followed by a ...

May 14, 202619 min

Gunnison Copper: Solving the Acid Supply Problem on the Way to a 2028 PFS

Gunnison Copper (TSX: GCU) is a southern Arizona-based copper developer advancing its flagship Gunnison Copper Project, a large-scale open-pit heap leach operation with a ~$2B after-tax NPV outlined in a 2026 PEA and a 21-year mine life. CEO Craig Hallworth spoke to Mining Stock Daily. Topics covered include the company's strategy for securing a domestic acid supply, the I-10 highway realignment process, exploration upside at the high-grade Strong & Harris satellite deposit, and the company'...

May 14, 202633 min

Continued Production Growth with $1,950 AISC: Inside Heliostar's Execution Machine

Heliostar Metals CEO Charles Funk sits down with Mining Stock Daily to discuss the company's exceptional Q1 2026 results: record production of 11,743 oz gold with operating earnings of $30.9M, all achieved at an industry-leading AISC under $2,000/oz. With 60% year-over-year production growth and a clear roadmap to generate $150M annually for the next two years, HSTR is maximizing cash flow from current operations while advancing its flagship Ana Paula development project. Funk also breaks down t...

May 14, 202622 min

Morning Briefing: Elemental Royalties to Acquire Vizsla Royalties

Elemental Royalties has announced an agreement to acquire Vizsla Royalties for approximately C$327 million — or US$239 million — representing a 31% premium to Vizsla Royalties' unaffected closing price. We have new drill results form Meridian Mining, Hemlo Mining and Onyx Gold. Talisker Resources has released an updated mineral resource statement for the Bralorne Gold Project. Vizsla Silver has appointed Angel Diego Gómez Olmos as Vice President of Government Relations. Revival Gold has provided...

May 14, 202611 min

Past Production, Future Potential: Titiminas Silver's Charts a Quick Path to Final Investment Decision

Titiminas Silver (TSXV: TITI) is advancing the past-producing Madre Sierra Silver mine in central Peru, with a 15,500-metre underground drilling program across three targets — Madre Sierra, Madre Sierra Norte, and the Titiminas CRD. CEO Luis Goyzueta told Mining Stock Daily that drilling starts in June. Goyzueta outlined the company's clear roadmap to a maiden mineral resource estimate by mid-2027 and a final investment decision by year-end, while also highlighting the potential of a historicall...

May 13, 202623 min

The Ag Market Is Waking Up | Wheat Limit-Up and Record Cattle Prices

Tommy Grisafi of AgBull Media joins Mining Stock Daily for a wide-ranging discussion on the powerful moves taking place across the agricultural commodity markets, from surging wheat and grain prices to record-setting cattle markets. The conversation dives into weather-driven supply risks in the U.S. wheat belt, rising fertilizer and fuel costs for farmers, and how trade negotiations with China could further impact grain demand and pricing. Tommy also explains why beef prices continue to soar des...

May 13, 202621 min

Blue Moon Metals Maps Multi-Mine Growth After $156M Financing

MSD’s Ian Wagner reconnects with Blue Moon Metals CEO Christian Kargl-Simard to discuss the company’s rapid evolution following a C$156 million financing. Kargl-Simard outlines how Blue Moon plans to fund and sequence multiple assets, including the Nussir copper project in Norway, the Springer tungsten restart in Nevada, and the Blue Moon zinc project in California. He also discusses potential strategic capital for tungsten and APT production, growing U.S. investor interest, and the optionality ...

May 13, 202623 min

Bonterra Resources Advances Barry JV and Northern Drilling Amid CEO Transition

Bonterra Resources Chairman Cesar Gonzalez joins MSD’s Ian Wagner to discuss a busy period for the Abitibi gold developer, including Marc-Andre Pelletier’s departure as CEO and Gonzalez stepping in as interim CEO. Gonzalez reviews progress on the Gold Fields joint venture at Barry, where deep drilling has wrapped up and assay results are being prepared. He also outlines work on a Barry PEA and a 10,000-to-12,000-meter drill program at the company’s 100%-owned Bachelor-Moroy and Desmaraisville as...

May 13, 202617 min

Morning Briefing: Equinox Gold and Orla Mining to Combine Into a New Senior Gold Producer

The biggest story in the gold sector this morning: Equinox Gold and Orla Mining have announced a combination to create North America's new senior gold producer. There is new drill results from NGEx Minerals, Scorpio Gold, Li-FT Power and Andina Copper. Tocvan Ventures has identified a new surface gold-silver target at Gran Pilar. Talisker Resources has reported estimated year-to-date 2026 gold sales of 2,675 ounces. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠...

May 13, 202610 min

Big Backers: Faraday Copper Lands BHP and Lundin for Its District-Making Deal

Early this year, Faraday Copper announced a $100 million financing deal with industry heavyweights the Lundin Family Trust and BHP, alongside a proposed acquisition of BHP's historic San Manuel copper property in Arizona. Faraday CEO Paul Harbidge spoke to Mining Stock Daily about how the combination of San Manuel and the company's flagship Copper Creek project could create one of the largest copper producers in the United States. Harbidge outlined the path forward, including ongoing drilling at...

May 12, 202613 min
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