Mining Stock Daily

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How Milei's RIGI became a Cornerstone of Rob McEwen's $3.17B Los Azules Copper Project Oct 20, 2025

Show notes

In this episode of Mining Stock Daily, host Michael McCrae speaks with Rob McEwen, Chairman and Chief Owner of McEwen Mining, and Michael Meding, Vice President and General Manager of McEwen Copper, following the release of the Los Azules Copper Project Feasibility Study. The discussion covers the study’s economics — including an estimated $2.2 billion in annual revenue, 65% gross margins, and a sub-four-year payback period. Initial capital cost is $3.17 billion.

The conversation explores Argentina’s new RIGI (Large Investment Incentive Regime) under President Javier Milei, which McEwen credits as a key factor in advancing the project and restoring investor confidence in Argentina’s mining sector. The interview concludes with McEwen’s outlook on copper demand amid electrification trends — and his bullish view on where gold prices could be headed next.

Morning Briefing: IAMGOLD in Consolidation Mode with Acquisition of Two Explorers Oct 20, 2025

Show notes

IAMGOLD is consolidating around the Nelligan Mining Complex with the acquisitions of both Northern Superior Resources and Mines D'Or Orbec. Arizona Sonoran Copper has published its PFS for the Cactus Project. Collective Mining shared an exploration update from Colombia. Vizsla Copper published new drill results from Poplar. Prospector Metals shared final drill results from this recent campaign.

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. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Paul Gurney on Metals Mania: Gold's Relentless Uplift, Copper's Supply Crunch, and an M&A Valuation Gap Oct 17, 2025

Show notes

This episode explores the current mania gripping the metals sector, featuring Paul Gurney of Beacon Securities, discussing everything from gold and silver to copper and Rare Earths. The conversation addresses the challenge of managing investment portfolios during high-momentum boom cycles, noting the painful, quick corrections that follow rising sentiment and the propensity of investors to "buy the dip".

Shifting focus to industrial commodities, the discussion examines the tight copper market, highlighting significant supply destruction and the fact that long-life assets are old and difficult—costing over $12 billion—to replace. Finally, Paul identifies lithium as an "off the radar" opportunity that could get tight quickly, arguing that the market may soon mirror the successful capital raises and subsequent re-rating recently seen among gold explorers.

This episode of Mining Stock Daily is brought to you by...

Valkea Resources Advances Drilling in Finland as Gold Market Strengthens Oct 16, 2025

Show notes

Valkea Resources' Chris Donaldson updated Mining Stock Daily on the opportunity he sees in Finland and the company's current drilling campaign.

Valkea Resources (TSX-V:OZ) is focused on the Central Lapland Greenstone Belt. The company's flagship asset is the Paana project.

"It's exciting times, and putting out gold results in this gold environment is a nice thing to do," said Donaldson, noting high metal prices.

Morning briefing: Gold Jumps, Copper Dips as K92 and Endeavour Hit Major Milestones Oct 16, 2025

Show notes

K92 Mining (KNT) achieved first production and inaugurated its Stage 3 Expansion at the Kainantu Gold Mine in Papua New Guinea, effectively doubling throughput capacity. Similarly, Endeavour Silver (EDR) reached commercial production at the Terronera Mine in Mexico, a milestone expected to significantly increase silver and gold output and position it as the company's flagship asset. On the exploration front, Li-FT Power (LIFT) confirmed a 1.5-kilometre lithium trend at the Cali Project in the Northwest Territories. Drilling updates included Tudor Gold (TUD) reporting 1.70 g/t gold over 46.00m at Treaty Creek in British Columbia, while Legacy Gold (LEGY) intersected 0.86 g/t gold over 115m in Idaho. Prismo Metals (PRIZ) announced high-grade polymetallic results, including 19.35 g/t gold, in Arizona. Furthermore, Guanajuato Silver (GSVR) and District Metals (DMX) also provided positive exploration updates. Finally, the morning saw significant financings, including NexGen Energy's $675 million equity offering, Banyan Gold's $31.4 million private placement, and Mako Mining's $24 million placement.

Morning Briefing: Rate Cut Hopes Lift Markets — Brixton, TDG, and Kalo Report Drill Results Oct 15, 2025

Show notes

Gold prices climbed 1% to $4,203 as markets rallied on strong earnings and dovish comments from the Fed, raising hopes for a rate cut. Bank of America reported a 23% profit jump, while Fed Chair Jerome Powell cautioned that the labor market is softening.

In mining news, Indonesia’s PT Arsari Tambang eyes a $422 million Canadian acquisition, and Capstone Copper secured up to $360 million in funding for its Santo Domingo Project in Chile. Brixton Metals hit high-grade gold at its Trapper target in British Columbia, with assays up to 57.2 g/t gold. TDG Gold extended mineralization at Aurora West and is adding a third drill rig after strong results.

Kalo Gold announced a bonanza-grade discovery in Fiji, while Alaska Silver identified new mineralization at its Illinois Creek project. Revival Gold brought on a new VP for corporate development, and production updates saw Aya Gold & Silver post record quarterly output and Allied Gold cut AISC by 10%.

Morning Briefing: Loncor Acquired for C$261M, Collective Raises C$140M Oct 14, 2025

Show notes

Good morning and welcome to the Tuesday, October 14th edition of Mining Stock Daily. Filling in for Trevor Hall, Michael McCrae reported that while markets are sliding—with Bitcoin, oil, and the S&P all down—gold remains steady, with December futures flat at around $4,128. Market volatility followed former President Trump’s threat of 100% tariffs on China, which he later partially retracted, prompting China to vow retaliatory sanctions. The briefing, sponsored by Vizsla Silver, highlighted the company’s progress in developing the Panuco-Copala silver-gold district in Sinaloa, Mexico, where it has drilled over 375,000 meters and consolidated one of the world’s largest undeveloped high-grade silver resources. In company news, Loncor Gold agreed to be acquired by Chengtun Mining Group in a C$261 million all-cash deal at C$1.38 per share, marking a 33% premium over the 30-day VWAP, with major shareholders supporting the transaction. McEwen Mining announced the acquisition of Canadian Gold in an all-stock deal valuing shares at C$0.60, gaining control of the Tartan Lake Gold Mine Project in Manitoba. Benz Mining reported strong drill results from its Glenburgh project in Western Australia, intersecting 79 meters at 4.4 g/t gold and expanding its multi-lens gold system to 350 meters in strike length and open at depth. Scorpio Gold released encouraging assays from its Manhattan District project in Nevada, with highlights including 10.07 g/t Au over 5.94 meters and 5.49 g/t Au over 7.32 meters. Collective Mining closed concurrent financings totaling C$140 million, including a bought deal led by BMO and Scotia and a C$15 million private placement with Agnico Eagle, to fund exploration at its Guayabales Project in Colombia. American Pacific Mining underscored the national significance of its Palmer VMS Project in Alaska, citing its 980,000 tonnes of indicated and 3.05 million tonnes of inferred barite resources as key to reducing U.S. dependence on imported critical minerals. On the production front, G Mining Ventures reported 46,360 ounces of gold output from its Tocantinzinho Mine in Brazil, up 9% from Q2; Orla Mining produced 79,645 ounces despite earlier operational setbacks at Camino Rojo; and Avino Silver & Gold Mines generated 580,780 silver equivalent ounces, slightly down due to normal sequencing adjustments.

Is This Metals Boom Built to Last? - In-depth with Jay Ashfield of Hannam & Partners Oct 14, 2025

Show notes

Welcome to a special London Metals Exchange Week edition of Mining Stock Daily, where host Trevor sits down with Jay Ashfield of Hannam and Partners, a global financier specializing in resource equities, M&A advisory, and, following a recent merger, strong capabilities in project and bank debt. They analyze the "incredible booming market" experienced over the last 18 months and whether the current macro environment indicates the beginning of a cycle with "legs to move for the next multiple years". A significant portion of the conversation focuses on the critical role of geopolitics, noting that defense and AI themes have superseded EV metals, driving a boom in minor metals and leading to the outright "weaponizing" of the rare earth supply chain between the East and West. Beyond the minor metals, they address opportunities in the precious metals space, even as gold makes new all-time highs, emphasizing that companies in production with growth projects are being strongly rewarded amid continued industry consolidation. The discussion contrasts the rebounding Canadian TSX Venture market—benefiting from new liquidity through measures like the LIFE offering—with the struggles of the London exchange, which is currently seeing delistings and being labeled a "dinosaur market". Ultimately, Ashfield identifies key potential challenges, including long-term risks such as demand destruction, the potential for government intervention (new taxes/royalties), and concerns that the massive AI infrastructure build-out hype might eventually fizzle out

Drilling Update from Brixton Metals and the Trapper Gold Target Oct 13, 2025

Show notes

Brixton Metals joined Michael McCrae for an update on the latest round of drill results out of the Trapper gold targets on the Thorn Project in BC.

Revival Gold on New Drill Results at Mercur and Asian Demand for Gold Equities Oct 13, 2025

Show notes

Hugh Agro, CEO of Revival Gold (RVG/RVLGF) shares the latest developments at the company's core U.S. projects: Mercur (Utah) and Beartrack-Arnett (Idaho). At the Mercur project, a 13,000-meter program is underway focused on infill drilling to de-risk the resource, with initial shallow RC results including 21 meters at 0.85 g/t gold and strong average cyanide soluble recoveries of 85%. Revival Gold has also deployed a fourth drill rig at the Beartrack-Arnett project to undertake a "big exploration bet" by stepping out about two kilometers to look for extensions to the mineralization. Agro concludes by discussing recent travels, noting that Central Banks and investors in Asia and Australia are actively buying gold and gold equities, signifying that the rest of the world is "clamoring for more gold"

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