Posted on behalf of Kenorland Minerals – Buy Rating & $4.00 Price Target for @KenorlandMin $KLD.v $KLDCF @Atrium_Research initiated coverage on $KLD with a BUY rating & $4 target, highlighting its project generator model, strong balance sheet & proven exploration track record. ⭐️What Stands Out⭐️ ✅Extensive early-stage pipeline across North America with multiple active projects ✅Proven ability to generate grassroots discoveries and advance high-potential systems ✅Strong partnerships with majors (e.g., Sumitomo, Centerra, Newmont) ✅Significant land exposure: ~2.3M hectares across underexplored regions ⭐️Business Model⭐️ ➡️Project generator strategy focused on option/JV partnerships, royalties, and equity stakes ➡️Reduces dilution while maintaining upside to discoveries ➡️Portfolio spans Quebec, Ontario, and Alaska ⭐️Financial Position⭐️ ✅~$18.3M in cash, minimal liabilities ✅Expected to generate revenue from partner-funded exploration ✅Well-funded to advance projects without heavy dilution ⭐️Key Assets⭐️ ➡️Frotet Project (Quebec): 4% NSR, host to Regnault gold discovery (~2.55Moz Au inferred); ongoing partner-funded drilling ➡️South Uchi Project (Ontario): 80% owned in Red Lake district with multiple drill targets ➡️Alaska Projects: Large-scale land position with district-scale upside ⭐️Leadership & Ownership⭐️ ✅Experienced team with strong discovery track record ✅Insider ownership ~24%, plus strategic stakes from Sumitomo and Centerra ⭐️Catalysts⭐️ ➡️Ongoing drilling and exploration across multiple projects ➡️Continued cash/share payments from partner agreements ➡️Potential new discoveries and resource growth ⭐️Takeaway⭐️ $KLD is positioned as a well-capitalized, low-dilution exploration company with multiple shots on goal, leveraging partnerships to fund discovery while retaining meaningful upside through royalties and equity interests.

Antamina in Peru is shut after a worker death 🇵🇪 and Chilean workers blockaded Codelco's Ministro Hales for six hours. 🇨🇱 #Copper around $6.65/lb and up again today. 📈 Supply keeps breaking in the countries that matter most, and that's the quiet bid under new #mining pounds. mining.com/web/antamina-copp…

Video Interview: @StrikepointGold CEO on How the US$70 Million Northumberland Deal Came Together, and the November Drill Start $SKP.v $STKXD Posted on behalf of StrikePoint Gold Inc - Joining Mining Stock Daily from the project tour in late October, President & CEO Mike Allen explained how StrikePoint came to own the Northumberland gold project in Nevada's Walker Lane, bought from Newmont for US$70 million, and what the first drilling looks like. The deposit carries 2.86 million ounces indicated and 1.57 million ounces inferred gold equivalent [0:16]. Mineral resources are not mineral reserves. ⭐️How The Deal Started⭐️ ✅January 2026: while closing an unrelated Newmont deal on the Como ground, StrikePoint was told it would be kept in mind for other divestitures [2:18, 2:47] ✅Allen asked about Northumberland on the spot and was told it was coming out of the portfolio [3:02]. His word for the moment: "lightning in a bottle" [2:03] ✅Chairman Alan Pangbourne had taken a run at the project years earlier, so both knew the asset and moved fast [4:09, 4:35] ✅That history is also why it never went into Barrick-operated Nevada Gold Mines. Allen calls it an "orphan project" inside Newmont [6:17, 7:10] ✅Just under 200 km of historical drilling, a past producer, with work essentially stopping around 2010 [5:01, 5:25] ⭐️Metallurgy As Opportunity⭐️ ➡️Fronteer's 2006 technical report described discontinuous partial oxidation to roughly 800 ft from surface, which Allen read as transitional material and took to Pangbourne, a metallurgist by background [8:01, 9:24] ➡️Pangbourne's read, per Allen: "if you can process the transitional zone cheaply, it defers your capital" [10:07] ➡️That points to a possible low capex starter pit in the first 800 ft with a CIL plant, subject to test work [10:20] ➡️Years of metallurgical advances were never tested here, including Glencore's Albion process, used at about 20 operations worldwide [10:47, 11:00] ⭐️The Program⭐️ ✅November start, one core rig on a program of "intelligent holes"; the RC rig waits on casing, unavailable in Nevada for another six weeks [14:35, 15:45] ✅Exploration and metallurgical drilling run side by side, feeding a PEA Allen put at 2028 [11:41, 13:00] ✅Allen on the upside: "there is a possibility that the exploration really becomes the star of the show" [13:12] ✅Water rights came with the past producer, and the Big Smoky and Monitor Valley basins are not fully allocated, so it is an application to the state rather than buying from ranchers [20:01, 20:30] Allen's own line is that they have just got the wrapper off the prize [13:54], and with a rig about to turn there is room for this project to look quite different a year from now.

Video Interview: @SierraMadreSM CEO on @BTVCeoclips on Tripling La Guitarra Production by Q3 2027 and 30,000 m Drill Programs at Both Mexican Mines $SM.v $SMDRF Posted on behalf of Sierra Madre Gold - On BTV, Sierra Madre Gold & Silver President & CEO Alex Langer walked through the company's move to a two-asset silver and gold operator in Mexico 🇲🇽, and what the next three to five years are meant to look like. ⭐️Where Things Stand⭐️ ✅"Success for Sierra Madre Gold & Silver in the next three to five years is really to build out to be a mid-tier silver producer. We're really at an inflection point." [0:13] ✅Commercial production started at the 100%-owned La Guitarra silver and gold mine in early 2025 ✅Nameplate capacity is 500 tonnes per day, and the company is "currently planning to triple production there by quarter three of 2027" [0:26] ✅Del Toro, a second fully permitted production asset, acquired this past June ✅30,000 metre drill programs planned at both projects over the next year and a half ⭐️Exploration At La Guitarra⭐️ ➡️"Exploration at La Guitarra is actually quite exciting. It's one of the main reasons we purchased the project." [0:51] ➡️Historically the third most prolific silver and gold mining district in all of Mexico, with the company controlling the whole project ➡️The campaign targets multiple significant historic mines, including Mina de Agua and El Rincón ➡️Both shut down in the mid-1900s, with no exploration work since [1:05] ⭐️What Del Toro Adds⭐️ ✅"Del Toro fits really well with the Sierra Madre thematic of quick to production, fully permitted, past producing with exploration upside." [1:36] ✅About 3,000 tonnes per day, described as an almost production-ready asset ✅Interesting mineralization at surface, in what Langer calls "elephant country," with other operating mines close by ✅The plan is to explore it and, in his words, hopefully bring Del Toro back into production [1:50] ⭐️The Backing⭐️ The segment closes on two things that make the plan fundable: the company is cash flow positive, and globally recognized silver producer First Majestic is a major shareholder. Both are framed as factors helping Sierra Madre toward a stated production goal of 10 to 12 million ounces annually. It is a tight two minutes, and it lays out how the pieces are meant to fit: a producing mine being expanded, a permitted second plant waiting, and 30,000 metres aimed at each. If the drilling supports what the district's history suggests, the growth path has room to get a good deal more interesting.

TODAY - Mine Plan Complete, 13 of 16 Long-Lead Equipment Bids In: @NexGoldMining Reports Goldboro Progress With the Updated Feasibility Study Due This Quarter $NEXG.v $NXGCF Posted on behalf of NeXGold Mining - Today's development update from @NexGoldMining covers work through mid-October at the 100%-owned, fully permitted Goldboro gold project in Nova Scotia 🇨🇦, and the headline is how much of the updated feasibility study is already finished. ⭐️Feasibility Study Work⭐️ ✅Mine plan for the updated FS completed, including optimization of ore, waste rock and organics stockpiles ✅Mineral resource modelling and estimation complete for the updated open pit MRE, with the underground MRE still in progress, both feeding the FS ✅Water balance completed for the updated tailings management facility layout ✅Mill site, site infrastructure, TMF and site-wide geotechnical reports completed ✅Final reviews of the capital and operating cost estimates and the financial model underway ✅Technical report chapters in preparation, with completion anticipated by the end of Q4 2026 ⭐️On Site And In Procurement⭐️ ➡️Early works construction commenced September 17 ➡️Seven site services contracts awarded, several to wholly owned or joint venture Mi'kmaw companies ➡️16 long-lead equipment procurement packages issued for bids, proposals received on 13, with the first awards expected before the end of October ➡️Issued-for-construction engineering documentation completed for the Early Earthworks package ➡️Detailed engineering commenced for the Site Earthworks contract scheduled to start in early 2027 ➡️Process plant engineering advancing, with process flow diagrams, design criteria, mass balance and mechanical equipment list issued ⭐️What It Feeds⭐️ The company states the updated study is expected to support its previously announced non-binding US$175 million letter of intent with Appian Capital for project financing, and to give the board updated technical and economic information for a potential final investment decision. NexGold notes a construction decision remains subject to technical, economic, regulatory and financing factors, with no assurance it proceeds. Worth reading the October 27 release in full for the community and exploration sections too. For context on what an update could change: the Jan 11, 2022 Goldboro FS was written on US$1,600 per ounce gold, and gold trades around US$4,070 today. With the mine plan done and cost estimates in final review, the study arriving this quarter is the piece that sets up everything NexGold does next at Goldboro.