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Jun 2026

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The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal companies will keep you informed and prepared. Our scope isn't limited to gold and silver mining; we also explore base metals like lead and iron ore, as well as critical minerals like copper, cobalt, graphite, lithium, manganese, neodymium, nickel, niobium, palladium, platinum, rhodium, tin, tungsten, vanadium, and zinc. Be informed about energy transition and the battery metal sector. Kitco has exclusive access to influential CEOs and investors, so you can make confident, informed decisions. We cover the entire resource sector, from exploration and development companies to miners and royalty and streaming firms. Stay ahead of the curve. Subscribe today! GOLD LIVE! APP - https://applications.kitco.com In-depth coverage - https://www.kitco.com/mining

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June 5, 202625 min

Integra Resources Targets 300K-Ounce Gold Growth Plan | George Salamis

Integra Resources is moving deeper into producer territory as it stabilizes the Florida Canyon gold mine in Nevada and advances the DeLamar gold-silver project through federal permitting in Idaho. George Salamis, President and CEO of Integra Resources, joins Kitco Mining’s Paul Harris to discuss the company’s plan to grow organically into a mid-tier gold producer with more than 300,000 ounces of annual production.Salamis said DeLamar’s Notice of Intent marks the point where the project is no longer preparing for permitting, but is “actually in it,” with the FAST-41 process targeting a Record of Decision in Q3 2027. He also said Integra’s priority is to show Florida Canyon is “not simply a transitional asset,” with an upcoming feasibility study expected in late June or early July.The discussion covers Florida Canyon’s cash flow, DeLamar’s public scoping process, Idaho’s mine development momentum, project financing plans, stakeholder engagement with the Shoshone Paiute Tribe, Nevada North’s move from PEA to PFS, 50,000 meters of planned drilling, and why Salamis believes major gold producers may be nearing the next phase of M&A.Recorded June 1, 2026.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.00:30 - Producer Life at Florida Canyon01:45 - Five-Year Mid-Tier Vision03:00 - Wildcat Expansion Plans04:38 - Gold Price Changes Everything05:58 - DeLamar Enters Federal Permitting08:13 - FAST 41 Timeline Explained09:29 - Idaho Momentum and State Permits12:16 - Financing DeLamar with Cash Flow14:15 - Tribal Partnership and Equity17:14 - Answering Consent Criticism19:15 - M&A Setup in Gold Sector22:54 - Integra Catalysts Through 2027__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

June 5, 202639 min

Gold Weakness Is a Buying Opportunity | Rick Rule

Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to discuss gold’s pullback below $4,500, U.S. interest rates, critical minerals funding, and the next wave of mining deals.Rule says the gold weakness is “heaven-sent” for long-term buyers and says political pressure on the Fed could eventually drive rates lower, creating a more supportive setup for gold.In this interview, Rule also discusses:• Why major miners may need acquisitions to replace production• Development-stage assets as a potential M&A “sweet spot”• U.S. Ex-Im financing for Perpetua Resources• Mexican government backing for Vizsla Silver amid Sinaloa security concerns• OceanaGold, B2Gold, Agnico Eagle, and Sunshine Silver’s IPOThe 2026 Rule Symposium runs July 6–10. Virtual Access includes live streaming and full on-demand access through the end of 2026. Register by May 29 to lock in early-bird savings: https://cvent.me/XOqdLa?via=Kitco-NewsDon’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.Recorded May 27, 202600:29 - Gold Dips Below $4,50002:04 - Fed Chair and Rate Outlook04:28 - Iran Conflict and Commodity Risk07:59 - U.S. Critical Minerals Loans11:56 - Vizsla Silver, Mexico, and Sinaloa Security17:38 - Challenger Gold’s Argentina PFS20:43 - Mining M&A Wave Builds26:02 - Dream Deals and Takeover Targets34:14 - Sunshine Silver IPO Buzz37:44 - Rule Symposium and Closing Remarks__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

June 5, 202611 min

Inside America’s Eastern Gold Giant: OceanaGold’s Haile Mine

This Kitco Mining feature is sponsored by OceanaGold.Kitco Mining goes on site at OceanaGold’s Haile Gold Mine in Kershaw, South Carolina, the fourth-largest gold mine in the United States and the largest east of the Mississippi.Gold was first discovered at Haile in 1827. Nearly 200 years later, the mine is entering a new growth phase, with OceanaGold targeting a production increase of close to 35% in 2026 as higher-grade underground ore, continued open-pit mining and exploration across the Carolina Slate Belt reshape the operation.Paul Harris tours Haile’s open pits, underground workings, processing plant, and exploration targets to examine how the mine is becoming a larger part of OceanaGold’s North American strategy following its April 7, 2026, listing on the New York Stock Exchange under the ticker OGC.Haile is expected to produce up to 260,000 oz of gold in 2026, provide about 45% of OceanaGold’s consolidated production, and continue advancing a $10 million exploration program targeting new ounces below and beyond the historic pits.What’s inside:• Carolina gold history and Haile’s modern restart• 35% production growth expected in 2026• Underground mining and lower-cost growth• Blind discoveries below historic pits• $10 million exploration program and 35,000 meters of drilling• Refractory ore processing and advanced controls• Kershaw workforce and local economic impact• OceanaGold’s NYSE listing and U.S. investor push00:23 - Carolina Gold History01:11 - 2026 Growth and Costs02:16 - Exploration and New Targets03:40 - Shift to Underground Mining05:13 - Processing Refractory Ore06:53 - Leadership and Local Workforce08:22 - Community Economic Impact09:39 - OceanaGold Strategy and Outlook10:22 - Milestones and Gold’s Moment11:12 - Closing from South Carolina__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

May 19, 202625 min

Fortuna’s Growth Plan: More Mines, More Cash Flow | Jorge Ganoza

Fortuna Mining (NYSE: FSM; TSX: FVI) President and CEO Jorge Ganoza joins Kitco Mining’s Kitco Spotlight with Paul Harris to discuss the company’s Q1 2026 results, released in early May, and how Fortuna is using record free cash flow to fund its next phase of growth without issuing shares.Fortuna reported $120 million in net earnings and $174 million in free cash flow in Q1 2026 on production of about 72,000 gold equivalent ounces. Ganoza said the company is “truly capturing the benefit of this high-price environment” as it advances a 60% gold production growth plan over the next 24 months, driven by the Séguéla expansion in Côte d’Ivoire and Diamba Sud development in Senegal.Ganoza also discusses Fortuna’s path to 500,000 oz per year, Diamba Sud permitting after a September 2025 submission, May 2026 project studies, exploration upside at both assets, West Africa government take, frontier-market tradeoffs, potential M&A opportunities in Africa, and share buybacks.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.To learn more about Fortuna Mining, visit: https://fortunamining.com/00:23 - Record Q1 2026 Results and Free Cash Flow03:33 - Roadmap to 500,000 oz of Annual Gold Production06:38 - Exploration Upside at Séguéla and Diamba Sud08:41 - Why Fortuna Sold Short-Life Mining Assets10:56 - Caylloma Mine Outlook and Free Cash Flow13:48 - West Africa Mining Risk and Government Take17:09 - Fortuna’s Frontier Market Strategy and Tradeoffs22:30 - Share Buybacks and Shareholder ReturnsSponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

May 19, 202624 min

Equinox-Orla Merger Creates $18B North American Gold Giant

Equinox Gold and Orla Mining have announced a planned all-stock transaction to create a North American-focused senior gold producer with roughly 1.1 million ounces of annual production and a development pipeline to 1.9 million ounces. Darren Hall, President and CEO of Equinox Gold, and Jason Simpson, President and CEO of Orla Mining, join Kitco Mining’s Paul Harris to discuss the May 13, 2026, deal and what it means for gold-sector consolidation.The transaction is expected to create a company with 23 million ounces of reserves and an expected market capitalization of about $18 billion to $19 billion. Hall said the companies are combining from a position where both are undervalued, while the merger could create a senior-producer profile “which no company on its own could do in the next few years.” Simpson said the timing reflects a push to accelerate value creation, with the combination “propelling us into a senior space.”The discussion covers why now is the right time for gold M&A, how the combined company plans to fund about $2 billion of development projects with projected free cash flow from 2026 to 2030, why U.S. and Canadian exposure matters, and the catalysts ahead at Greenstone, Valentine, Musselwhite, Castle Mountain, Los Filos, and South Railroad.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.00:49 - Why Merge Now04:42 - Leadership And Strategy06:18 - North America Focus09:35 - Exploration Upside12:49 - Funding And Returns15:50 - Debt And Balance Sheet16:53 - Approvals And Timeline21:13 - Synergies And Scale________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

May 7, 202621 min

$20M Kinross Earn-In Drives Riley Gold’s Nevada Exploration | Hilditch

Riley Gold (TSXV: RLYG) is advancing exploration at its Pipeline West/Clipper (PWC) project along Nevada’s Cortez trend, where partner Kinross can earn up to 75% by spending $20 million USD. CEO Todd Hilditch said the project is located in “elephant country,” within a district that hosts “50 million ounces of past production, current reserve,” alongside major deposits such as Cortez and Pipeline.Early drilling has intersected mineralization ranging from “half a gram up to two and a half grams per ton” in the upper plate, with exploration focused on targeting higher-grade zones in the lower plate. Hilditch said the program is designed to confirm that “we're vectoring in on the source,” as drilling continues to step out across a largely underexplored extension of the trend.Kinross is expected to finalize its 2026 drill plan in May, with drilling anticipated in late spring or early summer and results expected in the fall. A Plan of Operations submitted to the Bureau of Land Management could allow for up to 400 drill holes over time.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.To learn more about Riley Gold, visit: https://rileygoldcorp.com/Sponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.00:21 - Riley Gold Overview and Nevada Focus01:02 - Carlin-Type Gold System Explained01:57 - Why PWC Could Host a Major Deposit04:32 - How Riley Gold Acquired the PWC Project05:26 - Company Strategy and Potential Endgame06:43 - Kinross Partnership and JV Origins08:09 - Kinross Earn-In Terms and Structure10:06 - What Exploration Success Looks Like11:35 - Exploration Strategy and 2026 Timeline14:17 - Key Risks and Geological Challenges15:48 - Riley Gold’s Role Beyond Kinross JV18:51 - Cash Position and Funding Runway__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

May 1, 202617 min

Aviation Fuel Crisis Drives Syntholene Push | Dan Sutton

Syntholene Energy (TSXV: ESAF; OTC: SYNTF) CEO Dan Sutton joins Kitco Mining’s Investment Trends as tightening jet fuel supplies expose structural risks across global transportation. Sutton said the aviation sector is “100% exposed” to fossil fuel supply chains, adding that “Aviation fuel is often the canary in the coal mine when it comes to supply chain constraints.” He noted that hard-to-abate sectors have no viable alternative to high-energy-density liquid fuels.Speaking on April 27, 2026, Sutton said the company is advancing a geothermal-powered synthetic fuel project in Iceland aimed at lowering costs and scaling production. Integrating heat and electricity could reduce hydrogen costs by about 70%, while producing a drop-in fuel compatible with existing aircraft and infrastructure. The demonstration facility is targeting completion by the end of 2026, supported by an expression of interest from Icelandair for 250 million liters over a decade.“Everybody is looking for more of this fuel,” Sutton said, pointing to growing demand from airlines and energy companies.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. To learn more about Syntholene Energy, visit: https://www.syntholene.com/01:02 - Aviation Fuel Crisis and No Alternatives02:08 - Why Biofuels Failed to Scale03:32 - Geothermal Synthetic Fuel Explained04:35 - Iceland Project and Geothermal Integration06:32 - Drop-In Synthetic Kerosene for Aviation09:05 - Offtake Agreements and Fuel Demand Growth10:40 - Investor Case and 2026 Timeline12:16 - Execution Risks and Project Delivery13:41 - Geopolitics and Energy Security Risks__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

May 1, 202623 min

Gold Chain Resource Nears as 20,000m Drill Program Advances | Derek Macpherson

West Point Gold (TSXV: WPG) is advancing its Gold Chain project in Arizona’s Walker Lane Trend toward a maiden resource at the Tyro main zone, targeted for late Q3 to early Q4 2026. President and CEO Derek Macpherson said the company has drilled nearly 25,000 meters to date and is completing a 20,000-meter program focused on resource definition and new discoveries.The exploration target outlines 1–3 Moz grading 2–3 g/t gold over roughly one kilometer of strike. “We're on track to deliver a maiden resource at the Tyro main zone,” Macpherson said, noting the system is expected to remain open along strike and at depth. Drilling has also delivered two new discoveries this year at Black Dyke and Sheep Trail, with about 8,000 meters of additional assays expected and results released every two to three weeks through mid-July.The company completed a January 2026 financing ahead of a weaker market and expects to finish the current program with about $25 million. “We're not out chasing it right now,” he said.Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. To learn more about West Point Gold, visit: https://westpointgold.com/Recorded on April 27, 2026.00:32 - West Point Gold Strategy and Value Creation02:14 - Defining Success and Exploration Milestones04:26 - Arizona Advantage and Water Rights at Gold Chain05:39 - Structural Complexity and Drill Targeting Strategy07:25 - 20,000 Meter Drill Program and Discovery Focus09:07 - Maiden Resource Target and Walker Lane Comparisons12:15 - Open Pit Potential and Resource Timeline14:11 - Post-Resource Drilling and Expansion Strategy17:58 - Treasury, Warrants, and Financing Strategy21:08 - 2026 Catalysts, Drill Results, and Outlook__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

April 6, 202618 min

Why PMET Could Be One of North America’s Biggest Lithium Re-Rating Stories

A major permitting milestone, a strategic partner in Volkswagen, and a possible valuation re-rating. PMET Resources CEO Ken Brinsden joins Kitco Mining to break down the company’s newly filed ESIA for the Shaakichiuwaanaan project in Quebec, the path toward mine authorization, and why investors are paying closer attention to the story.Jeremy Szafron and Brinsden discuss the 2025 feasibility study, lithium price sensitivity, the potential impact of tantalum and caesium by-products, cost pressures, financing, and the key milestones that could shape how the market values PMET from here.This video is sponsored by PMET Resources.00:00 The PMET Re-Rating Case00:20 ESIA Filing Explained02:24 What Happens Next in Permitting03:54 How Higher Lithium Prices Change the Math05:45 Why Volkswagen’s Stake Matters07:20 Tantalum and Cesium Upside09:23 The Advantage of Simple Processing11:17 Managing Costs and Inflation13:03 Why Bigger Can Be Better15:43 What Investors Should Watch Next17:28 Wrap-Up and Subscribe#lithium #mining #miningstocks #investing #stocks #criticalminerals #quebec #kitcomining__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.comStay connected with usX - https://x.com/KitcoMiningInstagram - https://www.instagram.com/kitcominingLinkedIn - https://www.linkedin.com/company/kitco-miningFacebook - https://www.facebook.com/KitcoMiningConnect with the Kitco Mining anchorsPaul Harris - https://x.com/paulharrisgold For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

April 1, 202631 min

Arizona Eagle breathing new life in past-producing McCabe mine

Arizona Eagle Mining is advancing a high-grade gold exploration strategy in Arizona, anchored by the historic McCabe mine, as it prepares to list on the TSX Venture Exchange under the ticker AZEM. The company recently completed a reverse takeover with Core Nickel, gaining a public listing and additional critical mineral assets, but its primary focus remains firmly on gold in Arizona.The McCabe project offers a strong starting point, with a historical resource of roughly 880,000 ounces of gold at high grades, alongside significant silver credits. While not NI 43-101 compliant, the deposit benefits from extensive past production, underground development, and historical data compiled from previous operators, giving the company confidence as it moves to validate and expand the resource. Arizona Eagle has launched a 5,000-meter drill program aimed initially at confirming the historical resource, with plans to step out and test extensions along strike and at depth. The company controls a significantly expanded land package of nearly 5,000 acres, including multiple parallel and perpendicular structures that could support a much larger mineralized system. Management sees potential for a multi-million-ounce gold deposit, driven by high grades, district-scale geology, and the opportunity to capture additional ounces using lower cutoff grades in today’s higher gold price environment. Success will hinge on demonstrating that mineralization remains open in all directions and can be meaningfully expanded through drilling.To learn more about Arizona Eagle Mining, visit: www.arizonaeaglemining.com/00:00 - Introduction02:30 - Dual-asset strategy: Arizona gold focus and Manitoba nickel optionality05:45 - Acquisition of the McCabe mine and land consolidation strategy07:30 - Expansion to a 5,000-acre district-scale land package08:30 - Advantages of private land and permitting in Arizona09:15 - Existing infrastructure and underground development at McCabe10:30 - Historical production, feasibility work, and remaining resource potential15:00 - District-scale potential across multiple structures16:00 - Current 5,000-meter drill program and initial objectives18:00 - Strategy: confirm historical resource vs. step-out expansion drilling20:00 - Potential to increase ounces by lowering cutoff grade22:00 - Exploration upside: multi-million-ounce potential framework26:30 - Future financing strategy and potential for additional drill rigs28:00 - Manitoba nickel assets and longer-term development outlook__________________________________________________________________Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.For more in-depth mining coverage, visit us here - https://www.kitco.com/miningDisclaimer: Videos are not trading advice, and the views expressed may not reflectthose of Kitco Metals Inc.Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.