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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

Morning Briefing: M&A Takes Center Stage this Morning

There were 3 separate M&A news items which hit last night, including a merger between LiFT Power and Winsome Resources, Equinox Gold selling their Brazilian assets, and Fortesque aquiring Alta Copper. The US Import-Export Bank has also approved a finding package for Barrick's Reko Diq project. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project i...

Dec 15, 202510 min

"The Biggest Mispricing is in Money Itself" - Ronnie Stöferle on Gold and Monetary Bifurcation

Mining Stock Daily welcomes back Ronnie Stoeferle of Incrementum, co-author of the In Gold We Trust Report , to discuss the momentous year for precious metals in 2025. Stoeferle confirms that the gold market is experiencing a bull market, not a bubble, with gold hovering around $4,200 an ounce and silver having more than doubled to $62 an ounce. He explains that their thesis, "The Big Long," is perfectly playing out, with silver and mining stocks finally starting to outperform gold in this secon...

Dec 12, 202559 min

District Metals on New Geophysical Data and Exploration Opportunities Outside of Viken

This conversation provides an update on District Metals, focusing on their recent activities following the lifting of the uranium moratorium in Sweden. CEO Garrett Ainsworth discusses the company's exploration strategies, including the use of MobileMT surveys to identify new anomalies, community engagement efforts, and future plans for drilling and assessments. The dialogue also touches on market reactions and shareholder concerns regarding stock performance.

Dec 11, 202513 min

Tony Greer on the Holiday Market Rotation: Metals Move following FOMC

Tony Greer and Trevor discuss the today's market, focusing on opportunities in gold and silver, the dynamics of the tech sector, and investment strategies for the upcoming year. They express optimism about the potential for significant gains in precious metals and the implications of recent market movements. The discussion also highlights the upcoming TG Macro Conference and its relevance to market trends. Find more information about the conference HERE ....

Dec 11, 202517 min

Morning Briefing: Heliostar's Cerro de Gallo PFS Highlights an NPV of $424M, an IRR of 33.1%

Heliostar Metals has published its PFS for the Cerro del Gallo Project in Mexico. We have new drill results out from Talon Metals, Sanu Gold, Scottie Resources and Founders Metals. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho....

Dec 11, 202510 min

Brixton Metals Expands Thorn Footprint: CEO Gary Thompson on the New Tempest Porphyry Discovery

Brixton Metals CEO Gary Thompson joins the show to break down the company’s newest discovery at the Thorn Project in northwestern British Columbia — the Tempest copper-gold-silver porphyry system , announced in early December. This marks the second new porphyry discovery at Thorn in just over a year, following the Catalyst discovery reported in late October ( TSX-V: BBB ). Drawing on Brixton’s latest news release and the company’s December 2025 corporate presentation, the discussion outlines how...

Dec 11, 202513 min

Drilling Collective Mining's Ramp Zone Continues to Uncover More Grade

MSD discusses the latest developments at Collective Mining with Chairman Ari Sussman. They delve into the recent drilling results from the Ramp Zone, highlighting the significant gold grades found and the ongoing exploration efforts. The conversation also covers the discovery of a new hanging wall vein system, the implications for future mining operations, and the company's strategic plans for 2026, including a substantial drilling program and the potential for a mineral resource estimate....

Dec 10, 202515 min

Unpacking the Contango ORE / Dolly Varden Silver Merger with both CEOs

Trevor discusses the recent merger between Contango ORE and Dolly Varden Silver with CEOs Rick Van Nieuwenhuyse and Shawn Khunkhun. They explore the strategic rationale behind the merger, the exploration and development plans for their projects, capital management strategies, and the cultural integration of the two companies. The discussion highlights the potential for growth in silver production and the importance of strong leadership in navigating the merger. Learn more about the merger HERE...

Dec 10, 202527 min

Morning Briefing: New Drill Results from Collective Mining and Great Pacific Gold

There are a handful of new drill results out this morning, including the latest form Collective Mining, Great Pacific Gold, Seabridge Gold and Amarc Resources. Li-FT Power also has an exploration update from their Nottaway Project in Quebec. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing explo...

Dec 10, 20259 min

Portfolio Update from Kenorland Minerals as the Company Awaits Renault's Maiden Mineral Resource

Trevor interviews Zach Flood, CEO of Kenorland Minerals, about the company's recent exploration updates and projects. They discuss the flagship Frotet project, the South Uchi project, and the Western Wabagoon and Flora projects, highlighting the ongoing exploration efforts and the anticipation of assay results. Zach emphasizes the company's disciplined approach to project evaluation and the focus on early-stage exploration, expressing confidence in the potential for new discoveries.

Dec 09, 202520 min

'Multiple shots on goal' - Headwater Gold's Caleb Stroup on being a prospector generator

In December, Headwater Gold (CSE:HWG) , a Canadian company focused on high-grade precious metal exploration in the Western USA, announced a US$25 million earn-in agreement with Centerra Gold. Headwater specializes in generating new projects on open ground and attracting major mining companies to fund exploration. The company currently has six projects partnered with majors, including two with Newmont, three with OceanaGold, and the recently announced deal with Centerra. Yesterday, President &amp...

Dec 09, 202523 min

Morning Briefing: Rio2 Acquires the Condestable Mine in Peru

Rio2 Limited announced last night that it is acquiring the Condestable Mine in Peru from Southern Peaks Mining. Kenorland Minerals provided an exploration update from its portfolio. Magna Mining, Revival Gold, and Valkea Resources have published new drill results. Minera Alamos has closed its recent offering. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Go...

Dec 09, 202511 min

Advancing Goldstorm: Tudor’s Strategy for Underground Development and New Targets

Tudor Gold CEO Joe Ovsenek joins Mining Stock Daily to outline the company’s priorities for advancing the Goldstorm deposit at Treaty Creek. Ovsenek discusses the upcoming resource update, ongoing metallurgy work, and plans to pursue a mid-year PEA . He also details the strategy behind pursuing an underground exploration ramp, how new zones could add meaningful ounces, and why improved access may accelerate drilling year-round. The conversation closes with insights on funding, timelines, and wha...

Dec 08, 202519 min

Morning Briefing: Contago ORE and Dolly Varden Silver Merge

Contago ORE and Dolly Varden Silver have entered into an arrangement agreement to combine the two companies on a merger-of-equals. New drill results from Omai Gold Mines. G Mining receives its mining license for Oko West. K2 Gold announced results of comprehensive geological studies that further reinforce the Company's Si2 Project. Great Pacific Gold has received final court approval for the spin out of Walhalla Gold Corp to GPAC shareholders. Gold Royalty to acquire more from Pedra Branca. This...

Dec 08, 202510 min

Jay Martin and David Garofalo: Navigating State Capitalism, Debasement and a New Era of Resource Investment

Mining Stock Daily welcomes back Jay Martin, CEO of Cambridge House and host of the Vancouver Resource Investment Conference (VRIC). Martin describes the current gold market as a "most textbook bull market", noting the methodical trickle of capital from hard assets to large-cap equities and now toward funded developers and early-stage companies with world-class assets. The conversation delves into the macro drivers, particularly the fact that the United States government took in record tariff re...

Dec 05, 20251 hr 6 min

Kingfisher Metals Continues Consolidation in the Golden Triangle

CEO Dustin Perry of Kingfisher Metals discusses the company's recent acquisition of the Forest Kerr Project in British Columbia's Golden Triangle. He highlights the strategic importance of this acquisition, the geological potential of the area, and the company's plans for exploration and drilling. Perry also provides updates on ongoing projects at Highway 37, emphasizing the significance of upcoming assay results and the potential for major discoveries in the region.

Dec 04, 202518 min

Li-FT's Francis MacDonald on the Resurgent Lithium Market

Mining Stock Daily discusses the resurgence of the lithium market with Francis McDonald from Li-FT Power. The conversation covers the factors driving lithium prices, the company's Yellowknife project, which will see a new drill program beginning this winter, and the exploration work on other projects like Cali and Pontax. The importance of community partnerships and the outlook for the lithium market in 2026 are also highlighted.

Dec 04, 202515 min

Morning Briefing: Gunnison Copper have First Production from Rio Tinto's Nuton

Gunnison Copper says Rio Tinto has successfully produced the first copper from the Johnson Camp mine in Arizona using its Nuton® Technology. Kingfisher Metals announced the signing of a three-year property option agreement to acquire the Forrest Kerr Project in the Golden Triangle. New drill results from Freegold Ventures and McEwen Inc. Coppernico has commences magnetic and ground gravity surveys at Sombrero. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the ...

Dec 04, 202510 min

Matt Manson on M&A Expectations within the Mining Sector for the New Year

Mining Stock Daily discusses the recent updates from Radisson Mining with CEO Matt Manson. The discussion covers the company's exploration success, drilling strategies, and the current state of the mining market, particularly focusing on mergers and acquisitions. Manson shares insights on the importance of due diligence in evaluating mining projects and the cultural shifts in acquisition strategies within the industry. The conversation concludes with a look at the future outlook for Radisson Min...

Dec 04, 202518 min

Peter Boockvar: Why Markets Need to Pay Attention to Japan Right Now

Peter Boockvar, Chief Investment Officer at OnePoint BFG, joins the MSD airwaves once again for a breakdown of the potential dynamics of the Japanese bond market. With the Japanese central bank in the precipice of raising rates and the US Federal Reserve potentially cutting rates, the two decisions could have implications on the yen carry trade.

Dec 03, 202515 min

Gold Hart Copper's Tolita Showing Larger Anomaly than Previously Expected

In this conversation, Isaac Maresky, CEO of Gold Hart Copper, discusses the latest developments in their flagship project, Tolita, including significant geophysical data that indicates a larger anomaly than previously thought. He shares insights from a recent site visit, updates on drilling progress, and introduces the Nessa properties, highlighting their potential for high-grade mineralization. Additionally, he reflects on the company's first year post-IPO, emphasizing the importance of managin...

Dec 03, 202515 min

Morning Briefing: Collective Mining Extends Ramp Zone with New Drill Results

Collective Mining announced assay results for three orthogonal diamond drill holes designed to continue expanding the high-grade Ramp Zone along strike northwards and depth. We report other drill results out this morning from Onyx Gold, Q2 Metals and Cassiar Gold. Australia’s Predictive Discovery has received a superior merger agreement from Perseus Mining. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the Unit...

Dec 03, 20259 min

Argenta Silver on New Silver Mineralization at Andrea and Commencing the Phase II Campaign

Mining Stock Daily discusses the recent surge in the silver market and its impact on Argenta Silver, led by CEO Joaquin Marias. The discussion covers the company's new discovery at the Andrea Exploration Target, data-driven exploration strategies, and insights into the El Quevar South area. Marias emphasizes the importance of systematic exploration and the imminent results from their drilling program, highlighting the potential for significant silver and other mineral discoveries.

Dec 02, 202517 min

Morning Briefing: Orla Mining Continue to Expand the South Carlin Complex

We have a fresh round of drill results out this morning from Cartier Resources, Orla Mining, Trifecta Gold, and Blackrock Silver. Kenorland see encouraging exploration work in Western Wabigoon and Flora. District Metals is adding more licenses in Sweden. DPM published their mineral resource estimates for the Dumitru Potok, Rakita North and Frasen prospects in eastern Serbia. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer ope...

Dec 02, 202511 min

Frank Cappelleri: Technical Analysis on Today's Silver and Bitcoin Moves

Frank Cappelleri of Capp Thesis walks MSD listeners through a number of charts which helps breakdown the latest headline moves. Frank covers the S&P first, but then moves ahead with gold, gold miners, silver, silver miners and bitcoin. Link to video: https://youtu.be/f6fSBo0mrLo

Dec 01, 202532 min

K2 Gold Receives Final Environmental Impact Statement from BLM

Trevor interviews Anthony Margarit, CEO of K2 Gold, discussing today's approval of the environmental impact statement for the Mojave Exploration Drilling Project. They explore the implications of this approval, the company's exploration plans, and the significance of the Dragonfly target area. The discussion also touches on market reactions, investor expectations, and the support from the local community and regulatory bodies. Margarit emphasizes the project's potential and the importance of tra...

Dec 01, 202519 min

Morning Briefing: Barrick Exploring IPO of its North American Portfolio

Thesis Gold announced the results from its prefeasibility study for the Lawyers-Ranch Project in the Toodoggone Mining District of British Columbia. New drill results from Highlander Silver and Q2 Metals. Minera Alamos published a corporate update. Barrick is exploring an IPO of their North American assets. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold...

Dec 01, 20259 min

Aldebaran Resources: Moving Altar Forward with Resource Conversion

John Black, CEO of Aldebaran Resources, joins MSD today to discuss the news out this week that Nuton has decided to terminate its option agreement with the Altar Project in Argentina. John talks about the market reaction and how the company's story has not changed with the news. Work on the ground continues as planned, which included 4 drill rigs for resource conversion drilling and geotechnical work.

Nov 26, 202521 min

Ana Paula Economics and New Drill Results Lift Heliostar's Equity

Charles Funk of Helistar Metals joins the podcast for a thorough conversation on the latest developments out of the Ana Paula gold project in Mexico. Not only did the company publish a new PEA for the project, they also published new high grade drill results. The PEA showed a base Case of US$426.0M post tax NPV5, 28.1% IRR, with a 2.9 year payback at a US$2,400/oz gold price. We also dove into the Q3 financials and the outlook for continued cashflow being able assist in Ana Paula's continued dev...

Nov 25, 202517 min

Craig Parry on Vizsla Copper's Acquisition of Palmer VMS Project

Vizsla Copper CEO and Chairman, Craig Parry, joined the podcast to provide his comments on the announced acquisition of the Palmer Project in Alaska. Craig talks about the current resource and potential upsides to those numbers with future drilling. We also discuss the financing accompanying the deal, which involved a $42M raise and an equity roll-back.

Nov 25, 202519 min
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