market news

New Porphyry Copper Target in BC, But Why Was it Abandoned?

North Valley Resources is advancing its Comstock project, a copper-gold porphyry target near Merritt in southern British Columbia, close to the Coquihalla Highway in the Nicola mining district. I sat down with new CEO Cameron Dorsey, who took over the role in March, to talk through the project’s history, the current financing, and the plan to drill later this year.

New Gold Layer Discovered in Ontario, But Does it Have Enough Scale?

Inventus Mining’s main asset is the Pardo gold project, a shallow, flat-lying gold-bearing conglomerate deposit about 65 km northeast of Sudbury, Ontario. The conversation covers bulk sample results, a newly confirmed second mineralized layer called the Matinenda Layer, drilling progress toward a maiden resource, ore sorting and heap leach test work, and financing.

High-Grade Tungsten Project in Yukon, But Can the Cost Be Justified?

Rackla Metals flagship project is the Lentung tungsten project (previously known as Lened) in the western Northwest Territories, roughly 60 km north of the past-producing Cantung mine. The conversation covers the historic Union Carbide drilling on the property, the 2026 drill program now underway, financing, permitting, and the risks tied to relocating and confirming a decades-old deposit.

Tantalum & Niobium Project in Canada, But Will the Metallurgy Work?

Capacitor Metals, a private company that holds the Blue River tantalum-niobium project in east-central British Columbia, near the town of Valemount. The property was acquired from Commerce Resources in 2024, and the conversation covers the company’s plan to go public on the Canadian Securities Exchange, the state of the project’s historic resource and studies, First Nations engagement, and financing.

High-Grade Copper Discovery in the Yukon, But Can it Be Permitted?

Gladiator Metals’ flagship project is the White Horse Copper project, a skarn deposit hosting copper, gold, silver and molybdenum located along a 35 km belt on the western edge of Whitehorse, Yukon. This conversation covered the company’s exploration strategy, recent drill results at the Cowley and Cub East target areas, financing history including a recent BlackRock-backed raise, permitting status, and the path toward a first resource estimate.

Gold Project Near Canadian Malartic, But Does the Geology Extend?

Renforth Resources has two main projects in Quebec’s Abitibi region: Parbec, a gold deposit sitting immediately next to Agnico Eagle’s Canadian Malartic mine on the Cadillac Break, and Victoria, a larger polymetallic (nickel, cobalt, copper, zinc, platinum, palladium) structure about 20 km long. The conversation covers recent drilling and channel sampling, metallurgy, financing, ownership structure, and the company’s relationship with neighbor Agnico Eagle.

Riverside Resources logo

Building Royalties Through Spin-Outs, But Can it Move the Stock?

Riverside Resources is a gold, silver, and copper focused prospect generator. Their main operational focus right now is the La Union project in northwest Sonora, Mexico, where phase two drilling is underway under an option agreement with Quest Corp Mining. The conversation also covers a newly announced spinout of Riverside’s other Sonora, Mexico assets into a private company, Riverside’s British Columbia and Ontario projects, its royalty portfolio, and its partner-funded spending programs.

Borealis mining CEO Interview

Record Gold Revenue for Nevada Mine, But Can They Turn it into FCF?

Borealis Mining is a gold producer restarting its namesake Borealis heap leach mine near Hawthorne in Nevada’s Walker Lane, with the Sandman development project in Humboldt County and the early-stage Big Balds project also in Nevada. We talked through the production ramp-up, the record revenue quarter, why the stock is down about 40% since our last chat, cash and spending plans, Sandman engineering and permitting, and the M&A angle.

High-Grade Graphite in Canada, But is There Enough Scale?

First Canadian Graphite’s flagship asset is the Lac Guéret South graphite project in the Côte-Nord region of northern Quebec, about 230 km north-northwest of Baie-Comeau, next door to Nouveau Monde Graphite’s Uatnan project. We talked about the new Zone 13 target, the planned fall drill program, the treasury and upcoming financing needs, metallurgy, First Nations engagement, and his stated plan to take the project straight to production as a concentrate seller rather than positioning it for a takeover or going vertically integrated into battery materials.

New Gold Projects in Sweden + Porphyries in Peru, But Can They Work Both? 

Hannan Metals flagship is the Previsto copper-gold target inside the larger Valiente project in the high jungle of central Peru’s eastern cordillera, an alkaline epithermal-porphyry system they staked themselves back in 2021 and still haven’t drilled. They also just optioned three gold projects in Sweden, Stavaträsk, Skellefteå North and Ådelfors, and finished a maiden drill program at Stavaträsk. We talked about why they’re running two jurisdictions at once, the Peruvian permitting timeline, the Swedish drill program and assay timing, and money.

Largest Tungsten Project in the US, But Can it Actually be Developed? 

Spartan Metals is advancing two tungsten projects in the western United States. One is the 100% owned Eagle project in White Pine County, Nevada, and the other the Victorio tungsten molybdenum project in Luna County, New Mexico, which Spartan holds under an option to acquire 100%. The conversation covers both projects’ current work programs, financing history, share structure, ownership, upcoming drilling and resource work, and the risks tied to advancing two assets in parallel.

Big Copper Project in Argentina, But Can it be Permitted on Time?

Argentina Metals is focused on the Malargüe Western Mining District in southern Mendoza Province, Argentina. Its flagship is the Las Estrellas project, part of a much larger 146,000 hectare land package spread across 26 early-stage copper (and some gold/silver) targets. The conversation covers the company’s rapid build-up and listing history, its cap table and financing structure, permitting status across the portfolio, the multi-season plan to get to a first drill program, and the risks tied to altitude, access, permitting and Argentine politics.

company news

New Porphyry Copper Target in BC, But Why Was it Abandoned?

North Valley Resources is advancing its Comstock project, a copper-gold porphyry target near Merritt in southern British Columbia, close to the Coquihalla Highway in the Nicola mining district. I sat down with new CEO Cameron Dorsey, who took over the role in March, to talk through the project’s history, the current financing, and the plan to drill later this year.

New Gold Layer Discovered in Ontario, But Does it Have Enough Scale?

Inventus Mining’s main asset is the Pardo gold project, a shallow, flat-lying gold-bearing conglomerate deposit about 65 km northeast of Sudbury, Ontario. The conversation covers bulk sample results, a newly confirmed second mineralized layer called the Matinenda Layer, drilling progress toward a maiden resource, ore sorting and heap leach test work, and financing.

High-Grade Tungsten Project in Yukon, But Can the Cost Be Justified?

Rackla Metals flagship project is the Lentung tungsten project (previously known as Lened) in the western Northwest Territories, roughly 60 km north of the past-producing Cantung mine. The conversation covers the historic Union Carbide drilling on the property, the 2026 drill program now underway, financing, permitting, and the risks tied to relocating and confirming a decades-old deposit.

Tantalum & Niobium Project in Canada, But Will the Metallurgy Work?

Capacitor Metals, a private company that holds the Blue River tantalum-niobium project in east-central British Columbia, near the town of Valemount. The property was acquired from Commerce Resources in 2024, and the conversation covers the company’s plan to go public on the Canadian Securities Exchange, the state of the project’s historic resource and studies, First Nations engagement, and financing.

High-Grade Copper Discovery in the Yukon, But Can it Be Permitted?

Gladiator Metals’ flagship project is the White Horse Copper project, a skarn deposit hosting copper, gold, silver and molybdenum located along a 35 km belt on the western edge of Whitehorse, Yukon. This conversation covered the company’s exploration strategy, recent drill results at the Cowley and Cub East target areas, financing history including a recent BlackRock-backed raise, permitting status, and the path toward a first resource estimate.

Gold Project Near Canadian Malartic, But Does the Geology Extend?

Renforth Resources has two main projects in Quebec’s Abitibi region: Parbec, a gold deposit sitting immediately next to Agnico Eagle’s Canadian Malartic mine on the Cadillac Break, and Victoria, a larger polymetallic (nickel, cobalt, copper, zinc, platinum, palladium) structure about 20 km long. The conversation covers recent drilling and channel sampling, metallurgy, financing, ownership structure, and the company’s relationship with neighbor Agnico Eagle.

Riverside Resources logo

Building Royalties Through Spin-Outs, But Can it Move the Stock?

Riverside Resources is a gold, silver, and copper focused prospect generator. Their main operational focus right now is the La Union project in northwest Sonora, Mexico, where phase two drilling is underway under an option agreement with Quest Corp Mining. The conversation also covers a newly announced spinout of Riverside’s other Sonora, Mexico assets into a private company, Riverside’s British Columbia and Ontario projects, its royalty portfolio, and its partner-funded spending programs.

Borealis mining CEO Interview

Record Gold Revenue for Nevada Mine, But Can They Turn it into FCF?

Borealis Mining is a gold producer restarting its namesake Borealis heap leach mine near Hawthorne in Nevada’s Walker Lane, with the Sandman development project in Humboldt County and the early-stage Big Balds project also in Nevada. We talked through the production ramp-up, the record revenue quarter, why the stock is down about 40% since our last chat, cash and spending plans, Sandman engineering and permitting, and the M&A angle.

High-Grade Graphite in Canada, But is There Enough Scale?

First Canadian Graphite’s flagship asset is the Lac Guéret South graphite project in the Côte-Nord region of northern Quebec, about 230 km north-northwest of Baie-Comeau, next door to Nouveau Monde Graphite’s Uatnan project. We talked about the new Zone 13 target, the planned fall drill program, the treasury and upcoming financing needs, metallurgy, First Nations engagement, and his stated plan to take the project straight to production as a concentrate seller rather than positioning it for a takeover or going vertically integrated into battery materials.

New Gold Projects in Sweden + Porphyries in Peru, But Can They Work Both? 

Hannan Metals flagship is the Previsto copper-gold target inside the larger Valiente project in the high jungle of central Peru’s eastern cordillera, an alkaline epithermal-porphyry system they staked themselves back in 2021 and still haven’t drilled. They also just optioned three gold projects in Sweden, Stavaträsk, Skellefteå North and Ådelfors, and finished a maiden drill program at Stavaträsk. We talked about why they’re running two jurisdictions at once, the Peruvian permitting timeline, the Swedish drill program and assay timing, and money.

Largest Tungsten Project in the US, But Can it Actually be Developed? 

Spartan Metals is advancing two tungsten projects in the western United States. One is the 100% owned Eagle project in White Pine County, Nevada, and the other the Victorio tungsten molybdenum project in Luna County, New Mexico, which Spartan holds under an option to acquire 100%. The conversation covers both projects’ current work programs, financing history, share structure, ownership, upcoming drilling and resource work, and the risks tied to advancing two assets in parallel.

Big Copper Project in Argentina, But Can it be Permitted on Time?

Argentina Metals is focused on the Malargüe Western Mining District in southern Mendoza Province, Argentina. Its flagship is the Las Estrellas project, part of a much larger 146,000 hectare land package spread across 26 early-stage copper (and some gold/silver) targets. The conversation covers the company’s rapid build-up and listing history, its cap table and financing structure, permitting status across the portfolio, the multi-season plan to get to a first drill program, and the risks tied to altitude, access, permitting and Argentine politics.

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