market news

Is It Time to Sell Mining Stocks?

February 25, 2026

Rob Bruggeman is a board member of Abra Silver, a mining investor, and a mining analyst known for taking a capital-preservation approach to the sector. In this interview he makes the case that it is not yet time to sell mining stocks, because the main forces driving gold higher, including dollar debasement, reserve diversification, rising debt, inflation pressure, and geopolitical risk, are still in play. We discussed why money flows matter more than narratives in mining bull markets, why he prefers reacting to changing trends over forecasting exact metal prices, how he evaluates producers versus juniors in a high-gold-price environment, why he is skeptical of PEA-stage economics that simply plug in spot prices, what makes a project or jurisdiction investable, and the warning signs that tell him a company is likely to waste the bull market instead of benefiting from it.

How Do Prospect Generators Actually Create Shareholder Value?

February 25, 2026

This is an interview with Mundoro Capital, a prospect generator model built around copper exploration with majors. I talked to CEO Teo Dechev about, among other things, whether Mundoro stays a prospect generator or becomes a hybrid, the copper projects in Serbia (including South Timok and other Timok-area ground), Bulgaria, and Arizona (Dos Cabezas), with the main topics being partner-funded drilling, deal structure with majors (especially BHP), capital allocation, permitting timing, and how investors might hope to actually get paid in this model.

Can a Junior Really Prove a Multi-Porphyry District in BC?

February 25, 2026

This was an interview with Malcolm Dorsey of Torr Metals about the company’s copper-gold exploration work at the Kolos Project in southern British Columbia (with Bertha and Bertha North as the main near-term focus), plus a smaller strategic discussion on the Filion Gold Project in Ontario. The main topics were Bertha Phase 1 drill results, why the market reacted poorly, what changes for Phase 2, cash/runway, and what catalysts management says are next.

Newfoundland Gold Explorer Targets First Drilling in 2026

February 25, 2026

This was an interview with Hratch Jabrayan of Galloper Gold about the company’s Glover Island project in western Newfoundland, focused on gold with a possible copper/VMS angle. I asked him about near-term execution, and he spent most of the time on the 2026 work plan, funding, capital structure cleanup, timing for drilling, and what could go wrong before results hit.

1,489m Mineralised Copper Intercept in Peru

February 25, 2026

This was an interview with Element 29 Resources about their copper-focused projects in Peru, mainly the Elida copper-molybdenum-silver project, with side discussion on Flor de Cobre and earlier-stage Paka and Pahuay. The main part of the conversation was about drilling progress at Elida, permitting (including the move from 20 to 40 drill platforms), financing/treasury, metallurgy work, timing for assay results and a resource update, plus near-term risks and what could get drilled next.

New Uranium Explorer in Latin America

February 21, 2026

This was a first-pass interview with Jaguar Uranium Corp., led by Steven Gold. They’re chasing uranium across one main asset in Colombia (the Berlin project, in a department called Caldas) and four assets in Argentina (two former-producing areas in Mendoza Province, plus two exploration properties in Chubut Province). The conversation covered IPO mechanics (who owns what, lockups, cheap paper, etc), then moved into what they think they can do over the next 2 years (permitting, drilling, and eventually updated resource estimates).

He Sold Silver! What’s He Buying Now?

February 21, 2026

In this interview, Clem Chambers, a financial markets commentator and Forbes contributor, talks about the volatile swings in precious metals and what he’s doing about that. He explains why he sold silver after a classic “up like a rocket, down like a rock” blow-off pattern, argues that gold’s strength is being driven by strategic demand tied to geopolitical stress, and claims this could be the early innings of a multi-year commodities run powered by broken supply chains, global stockpiling, and AI’s looming appetite for energy and raw materials, with particular interest in copper and platinum-group metals alongside a general skepticism toward most junior miners.

What’s the Real Path to a PFS for a Canadian Gold Developer?

February 21, 2026

Fortune Bay’s CEO Dale Verran and VP Technical Services Gareth Garlick talk about the Goldfields Gold Project in Saskatchewan, with side-quests into their Mexican asset in Chiapas and some corporate housekeeping (marketing spend, G&A, etc). The main topics were winter drilling progress and pending assays, how they think a PFS and permitting work de-risks the project, what they’re doing on community/regulatory engagement, and how the Mexico protected-area overlap is slowing that asset down.

Quebec Gold Explorer Faces a Defining Year

February 21, 2026

Harvest Gold Corp’s flagship project is the Mosseau Gold Project in Quebec. In this interview, CEO Rick Mark talked to me about why the stock is down, what they think they’ve learned from drilling, and how they plan to finance the next phase. We also discuss the Urban Barry and LaBelle properties in the same broader belt area.

Copper-Silver Junior Targets the Next Discovery in Nunavut

February 12, 2026

This was an interview with Tom Ullrich, CEO of Aston Bay. We talked about why the market is not rewarding the story yet, and why their flagship asset, Storm might be the solution to the underperformance. Storm is a copper project in Canada’s high Arctic, and the other main asset is Epworth, a copper-silver exploration project just north of Yellowknife. The discussion centered on getting a 43-101 compliant PFS out for Storm, lining up near-term exploration upside at Storm (including a Chevron geochem anomaly and deeper MT targets), and funding and drilling plans for Epworth in 2026.

Precipitate Gold is a gold exploration company focused on its 100% owned gold and base metal exploration assets in the Pueblo Viejo Mining Camp and Tireo Gold Trend of the Dominican Republic. The Company’s Pueblo Grande Project is subject to an Earn-In Agreement with Barrick Gold Corporation, whereby Barrick can earn a 70% interest by incurring US$10M within six years and producing a qualifying Pre-feasibility Study. Precipitate is also actively evaluating additional high-impact property acquisitions with the potential to expand the Company's portfolio.

An Underexplored Gold Project in the Dominican Republic

February 12, 2026

This was an interview with Jeff Wilson, CEO at Precipitate Gold. We talked about their gold exploration work in the Dominican Republic, mainly across their flagship project and the Pueblo Grande project, while also touching upon secondary projects that are earlier stage. The core topics were what they actually got done in 2025 (mostly low-cost groundwork), why the stock moved so much, the recent financing, and what a drilling-heavy 2026 is supposed to look like in terms of targets, timing, and execution constraints.

What’s Driving Copper Exploration in Kazakhstan in 2026?

February 12, 2026

This was an interview with Arras Minerals’ Darren Klinck and Tim Barry about their copper-gold exploration in northeastern Kazakhstan, centered on their Elemes project. The main things we talked about were 2025 drilling progress, why they walked away from Beskauga, how much cash they have, and what the 2026 drill plan and news flow are supposed to look like.