Mining Stock Daily

Jeff Wilson, CEO of Precipitate Gold, joins MSD for a re-introduction of the company and their gold exploration work in the Dominican Republic. The company has recently closed a financing which allows them to begin exploration work on the Pueblo Grande and Juan De Hererra following some important geophysical data work.

We have a market on shaky knees today as oil finds a rally with unfolding events in the Middle East. We report new drill results form Great Pacific Gold and Gold X2. Elemental Royalty, Kingfisher Metals and Heliostar Metals all have new corporate updates.

Tara Christie, CEO of Banyan Gold, leads exploration and development of the Oremac/Ormeç project. She recounts a breakout 2025 with major resource conversions and financing. Conversation covers planned 2026 drilling, a PEA and resource update timeline, surprising high-grade silver hits, and strategies to close the valuation gap as Banyan targets much larger resources.

A fast PDAC briefing packed with major M&A action as Hudbay moves to buy Arizona Sonoran and implications for the Cactus Project. Updated resource estimates and exploration upside at Rio Grande get attention. Big resource growth at O'Brien and a new lithium converter scoping study in Yellowknife are discussed. Plus a strategic mine acquisition in Timmins and significant warrant exercise proceeds.

Ioan Grillo, journalist and author who has covered cartels and organized crime across Mexico and Latin America. He traces the Sinaloa conflict and cartel fragmentation. He explains how cartels diversify into extortion, theft, and land grabs. He outlines risks to rural mining operations, local protection dynamics, and why outside security help is limited.

Jamie Holman, portfolio manager at Merck Investments who runs the ASA Precious Metal Fund, discusses capital rotating from tech into mining and energy. He links AI infrastructure buildout to renewed demand for physical inputs. They cover crypto and stablecoin-driven gold interest, creative royalty and streaming deals, and the U.S. shifting to a wartime footing to secure critical minerals.

Heliostar Metals CEO Charles Funk discusses the latest drill results on the Ana Paula project, which showed expansion of the High Grade Panel. Charles also briefly talks about the San Augustine mine and its first gold pour earlier in the month. He also addresses safety protocols in light of recent events in Mexico, emphasizing the importance of risk assessment and maintaining robust security measures.

CEO George Salamis of Integra Resources discusses insights from the BMO Metals and Mining Conference, production guidance at Florida Canyon, cost analysis, and strategic land acquisitions. He emphasizes the company's confidence in meeting production targets and the importance of new investments into its producing operation. The discussion also covers the benefits of acquiring additional land for operational efficiency and future plans for exploration and development.

Sultan Ameerali shares insights on how he is approaching this mining sector, particularly focusing on gold and silver investments. He discusses personal investment strategies, the importance of understanding risk tolerance, and the challenges faced in jurisdictions like Mexico. Sultan emphasizes the need for investors to be aware of market dynamics and to make informed decisions based on their risk profiles. The discussion also touches on the upcoming PDAC conference.

Mining Stock Daily hosts Hugh Agro, CEO of Revival Gold, discussing the upcoming PDAC conference, market sentiment, and the company's projects, including Mercur and Beartrack-Arnett. They explore the current state of the mining industry, Revival Gold's work plans for 2026, and the potential for growth in their projects. The discussion highlights the importance of institutional involvement and the strategic direction of Revival Gold as they prepare for future developments.