market news

Royalties, Spin-Outs & Drilling

January 29, 2026

Riverside Resources has a British Columbia exploration portfolio (rare earths plus copper/base metals and gold/polymetallic targets), a Mexico portfolio (including the Union/La Union project in Sonora with a partner, plus the Cecilia and Ariel copper projects), and a royalty portfolio (including Sugarloaf Peak in Arizona and Tajitos in Sonora). This interview covered what got done in 2025, what’s supposed to land in 2026, how the cash gets used, and what could bite them if the market stays frothy.

Record Copper Production From a Non-Miner

January 29, 2026

Amerigo Resources runs a copper tailings-processing operation in Chile called Minera Valle Central (MVC), producing copper and also molybdenum as a byproduct. This conversation was focused on what’s behind the recent share price move, what drove the strong Q4 operating performance, what 2026 costs and capex look like, how royalties work with the tailings owner, and how cash is being returned through dividends and buybacks alongside thoughts on adding a second tailings operation.

Can a 6+ Billion-Pound Copper Resource Really Get Any Bigger?

January 29, 2026

Pecoy Copper is advancing a large copper-gold-molybdenum-silver porphyry system in southern Peru. In this interview, CEO Vincent Metcalfe and I discussed their strategy (drill-led derisking with an eventual sale to a larger operator rather than building), the 2026 drilling plan, permitting/EIA path, and how the company is positioned financially after its reverse takeover.

Can Gold & Silver Stocks Still do Well in 2026?

January 24, 2026

In this interview, David Finch of Ixios Asset Management discussed whether the gold equities run is over, how he thinks about valuations in cyclical miners, what could drive the next leg higher, what fund flows are signaling, and how his fund is positioned across producers vs. developers/explorers and jurisdictions.

Copper-Gold Exploration in Saudi Arabia

January 24, 2026

Sun Peak is shifting active exploration to Saudi Arabia while keeping its Ethiopia projects in good standing (but paused). This interview covered the rationale for the pivot, how Saudi exploration licenses and auctions work, what work is happening now, and what the funding and near-term plan look like.

Oil and Gold Exploration in One Company

January 24, 2026

This is an interview with Angkor Resources, an oil & gold exploration company now focused on Cambodia. CEO Weeks told me there are three pillars to their story: an onshore oil and gas production sharing contract area, plus two mineral licenses covering gold prospects and a copper-gold porphyry target. The main things we discussed in this interview were skin in the game, track record, strategy, funding, upcoming work, and the risk of operating in Cambodia.

3 Gold Juniors Merge to Create 1 High-Grade Story

January 24, 2026

Trident is an explorer focused mainly on gold in Saskatchewan, with work centered on the past-producing Contact Lake area plus four other gold deposits. It also has the Knife Lake copper project. This interview focused on drilling status and plans at Contact Lake, funding sources (cash, liquid securities, warrants), insider ownership, and near-term risks.

Could Silver Stocks Outperform Copper in 2026?

January 18, 2026

Lobo Tiggre (Independent Speculator) talks about where junior mining sits in the market cycle heading into 2026, whether the current metals strength signals a broader commodity supercycle, and how he is positioned to not waste a bull market. He talked about profit-taking discipline, valuation guardrails (NAV/NPV), avoiding FOMO and all-time highs, where he is (and is not) deploying capital, how he exits positions, and what jurisdictional/political risk he’s not willing to take.

Is a Hub-and-Spoke Model Realistic for Copper Production in the USA?

January 18, 2026

Blue Moon Metals discussed a portfolio led by the Nussir sediment-hosted copper project in Norway (moving toward production), the Blue Moon polymetallic VMS project in California (drilling and updated study work planned), the Springer site near Reno, Nevada (intended processing “hub” with tungsten infrastructure), and the NSG VMS project in Norway’s Sulitjelma region (rehabilitation and early-stage drill planning). The interview mainly covered execution plans, upcoming studies and drilling, metallurgy/processing, and near-term risks.

Is Canada Still a Tier 1 Mining Jurisdiction?

January 18, 2026

This interview was primarily a macro conversation about Canada’s declining competitiveness in mining and broader extractives, with Stephen Stewart arguing Canada has already fallen behind and framing the root causes as permitting delays/opacity, fragmented decision-making across federal-provincial-municipal-First Nations layers, and underbuilt infrastructure that raises discovery and development costs. The discussion also touched on British Columbia-specific concerns (including property-rights issues and staking/regulatory risk as mentioned), the political economy around pipelines and oil and gas, and how these issues affect where capital flows and why Canada could now be the contrarian jurisdiction.

Silver Stocks 2026: Not All That Glitters… Outperforms?

January 8, 2026

Joe Mazumdar breaks down what he thinks is really driving silver’s move (and what could break it), then zooms out into how he evaluates silver and copper equities beyond headline ounces/drill results. That includes looking at the cost-curve survivability, metallurgy and payability, jurisdictional and permitting risk, financing terms, liquidity, and whether an asset is genuinely “takeout-able” in an M&A-driven market.

How Luc Picks Winners and Avoids Losers in Junior Mining

January 8, 2026

Luc ten Have discusses how he thinks about risk in a hot junior-mining market, whether a bear market could be coming, how he measures performance, what drove his best results in 2025, why he sells (often too early), how he handles underperformers, how he spots (and misses) opportunities tied to credible teams and deal flow, and one notable “dodged bullet” where he exited before disappointing outcomes hit the stock, and much more.