$5,000 Gold Could Change the Math for Small Mines | Jeff Pontius
Jeff Pontius, exploration geologist and chair of Mackay Gold & Silver @Mackay_Corp, joins Kitco Mining’s Digging Deep with Paul Harris to discuss what separates a promising deposit from a mining project that can actually be financed, permitted and built.
Pontius outlines Mackay’s drilling strategy along the Occidental-Brunswick trend at the Comstock project, where the company is targeting broad oxide mineralization and sees room to build a larger district-scale resource. He says Mackay is focused on exploration and resource development, with the goal of creating an asset capable of attracting multiple potential buyers.
youtube.com/watch?v=t9GbrECc…
Kitco Mining retweeted
Gold and silver prices pressured by hot inflation, but gold ETF holdings buck trend to hit 2026 highs – Heraeus
Gold and silver both came under renewed pressure following last week’s elevated CPI and PPI prints. Still, #gold ETF demand has bucked the earlier trend to rise to annual highs despite the oil and rate headwinds. At the same time, India’s evolving import tax rules continue to impact precious metals demand, according to precious metals analysts at @Heraeus.
kitco.com/news/article/2026-…
Kitco Mining retweeted
'I Got Out of My Bank Stocks': Why a Former Fed Insider Is Betting on Gold
Is your pension or annuity exposed to private equity? Former New York Fed insider Christopher Whalen @rcwhalen tells Kitco News anchor Jeremy Szafron @JeremySzafron why he’d get that money out if you can, and why he sold his own bank stocks to lean on #gold and #silver.
Whalen, chairman of Whalen Global Advisors, former head of research at Kroll Bond Rating Agency and editor of The Institutional Risk Analyst, says private equity investors are “entirely beholden to the manager” for what their holdings are worth. He also says private credit funds buying up insurers should worry anyone who owns an annuity. His first question for every annuity holder is simple: what’s the insurer’s rating?
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LunR Royalties Targets $1.5B Deals as It Scales Up | Adam Lundin
Less than a year after its launch as a public company, @LUNRroyalties is already looking to compete for much larger precious-metals deals after establishing its first major cash-flowing asset at Fruta del Norte.
Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, CEO Adam Lundin said LunR is prepared to evaluate transactions ranging from $50 million to as much as $1.5 billion. The company’s approximately $670 million Fruta del Norte silver stream has already started generating revenue, while a $150 million credit facility gives LunR additional capacity to pursue future deals. “Try and punch above our weight,” Lundin said, while stressing that growth must remain disciplined.
youtube.com/watch?v=ChJhZQUD…
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Mining M&A Is Coming, but Discipline Is Holding | Tim Wood
Mining companies have more cash, stronger metals prices and broader investor interest, but Tim Wood says the sector is still showing restraint rather than repeating the excesses of the last cycle.
Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, the Denver Gold Group @DenGoldGroup executive director said capital discipline remained a consistent message across company presentations, with miners continuing to prioritize shareholder returns and stronger balance sheets. “I think we've turned a corner in the way companies are approaching the cycle,” Wood said.
youtube.com/watch?v=c3qn7spL…
Special thanks to our sponsor, @metallaroyalty
Solaris Advances Warintza as Copper Supply Tightens | Matthew Rowlinson
@SolarisResource says the Warintza copper-gold-molybdenum project in Ecuador is moving into a critical de-risking phase, with updated guidance targeting full permitting by the end of H1 2027 and a final investment decision in the back half of 2027.
Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, President and CEO Matthew Rowlinson said Solaris expects roughly $100 million of liquidity to carry the company through to FID, including an additional $50 million tranche tied to its Royal Gold agreement. The November 2025 PFS outlined approximately $3.7 billion in initial capital for a 160,000-tonne-per-day operation, supported by near-surface mineralization, a low strip ratio and gold and molybdenum byproduct credits.
youtube.com/watch?v=g4RClB3x…
Special thanks to our sponsor, @metallaroyalty
Sunshine Silver Advances 2028 Restart and Antimony Strategy | Heather White
@SSMR_Mining & Refining is targeting a late-2028 return to production at Idaho’s historic Sunshine Mine, while designing a larger operation and evaluating a return to integrated silver and antimony refining.
Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, CEO Heather White said Sunshine’s June IPO raised about $310 million gross, providing the runway to complete key development work ahead of a targeted Q2 2027 feasibility study. The company is now evaluating a 2,000-tonne-per-day mill, double the roughly 1,000-tonne-per-day base case, as it plans for higher future throughput and resource growth.
youtube.com/watch?v=Vy0hFhGB…
Special thanks to our sponsor, @metallaroyalty
#Silver's chart is following a similar path to #Gold. Where do you see the #Silverprice heading at the start of 2027?
Kitco Mining retweeted
#Gold is currently below its 50 and 200 day moving averages, on the 1 year chart. Where do you see the gold price heading to close out 2026 and to start the new year?
U.S. Gold Moves CK Gold Closer to Construction | George Bee
U.S. Gold Corp @usgoldcorp is approaching a major decision point at the fully permitted CK Gold Project in Wyoming, with financing advancing while unsolicited strategic interest continues to test the case for building versus selling.
Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, President and CEO George Bee said the company’s March 2026 feasibility study outlined initial capital of about $394 million, and U.S. Gold is evaluating debt, equity, offtake-linked financing, and a potential silver stream. “We've got term sheets on the table,” he said, with financing now one of the key steps before construction moves forward.
youtube.com/watch?v=0z8uRndK…
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Kitco Mining retweeted
Get the latest, most in-depth mining interviews at Kitco Mining @KitcoMining
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Collective Mining Moves Apollo From Discovery Toward Development | Ari Sussman
Ari Sussman, Executive Chair of @CollectiveCNL , joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to discuss how Apollo’s maiden resource is accelerating the Guayabales Project toward permitting and development in Colombia.
youtube.com/watch?v=JBZTnff6…
Special thanks to our sponsor, @metallaroyalty
Lundin Gold Sees a Much Longer Growth Story at Fruta del Norte | Jamie Beck
Jamie Beck, President and CEO of @LundinGold, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to discuss how exploration success is extending the growth profile of Fruta del Norte in Ecuador.
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Kitco Mining will be covering the #BudapestCommoditySummit, Nov 15–16 at the Kempinski Hotel. 1:1 meetings connecting commodity companies with qualified investors across CEE.
Register now: snowleopardcapital.ca/regist…
#Gold #Silver #Copper #Mining #Commodities
Save the date:
@DtGoldmesse 2026 is November 13 & 14 in Frankfurt.
Two days of 1-on-1 meetings with up to 35 carefully selected mining companies, plus keynote speakers.
Kitco Mining will be covering it live.
Register at deutschegoldmesse.com
Speakers include:
@keith_neumeyer
@ClemChambers
@DougAMacgregor
Dakota Gold Is Funded Through Richmond Hill’s Shovel-Ready Stage | Robert Quartermain
Robert Quartermain, Co-Chair of @DakotaGoldCorp, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas to discuss the company’s plan to advance the Richmond Hill Gold Project in South Dakota toward production as soon as 2029.
youtube.com/watch?v=J1foZURz…
Kitco Mining retweeted
Wall Street undecided on gold’s near-term trajectory, Main Street flirts with bearish bias after gold hits $4,200/oz ceiling
Gold prices staged a late-week recovery after coming under heavy pressure from hotter-than-expected U.S. inflation data, rising Treasury yields, and a firmer dollar, as falling bond yields and reduced expectations for an October Federal Reserve rate hike helped the precious metal recover much of its losses.
kitco.com/news/article/2026-…
Copper Giant Plans to Scale Mocoa Without a Massive Upfront Build | Ian Harris
Ian Harris, President & CEO of @Cu_Giant, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to discuss how the billion-tonne Mocoa copper-molybdenum project in Colombia is moving from resource growth toward development.
youtube.com/watch?v=W1Xp6Vox…
Kitco Mining retweeted
Precious metals on the day:
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