Metals & Mining Analyst for The Morgan Report, In Gold We Trust Report, Silver Advisor, Sound Money Report & The Prospector.

Joined January 2023
1,639.3 g/t AgEq over 0.9m. 1,142.0 g/t AgEq over 0.9m. High-grade silver now extends ~600m down-dip. But the bigger story at @CapitanSilverC? A newly identified CRD system ~500m beneath Jesús María. Potentially THREE mineralizing events at Cruz de Plata. I break down the drill results, geological implications and what comes next in my latest Silver Advisor analysis. @peter_krauth Read it here: thegoldadvisor.com/silver-ad…
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Choppy silver market. Real company progress. This week’s Silver Scoop: five company updates and some revealing charts. @peter_krauth and I dig into what they could mean for silver’s next move. thegoldadvisor.com/silver-ad… Subscribe—it’s free: thegoldadvisor.com/subscribe…
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Avino @Avino_ASM ($ASM) delivered 303,189 silver oz in Q3, up 15% YoY. Here's what investors shouldn't overlook: La Preciosa's silver grade averaged 147 g/t vs. 58 g/t at the Avino Mine. That higher-grade feed is key to Avino's growth strategy. Financials Nov. 4. I'm overweight. @peter_krauth thegoldadvisor.com/silver-ad…
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Outcrop Silver @OCG_Silver isn't just adding ounces anymore. It's preparing to mine them. Project Argentum's 40-tonne/day pilot could provide critical data on recoveries, dilution and costs before scaling up. That's how you begin turning a high-grade resource into a viable mine. I'm fully weighted. More inside today's FREE Silver Advisor: thegoldadvisor.com/silver-ad…
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Six years ago, @BRCSilver took a $250K gamble on Tonopah West. Today, it owns 100% of the project and is graduating to the TSX. A high-grade discovery, permitting nearing completion, and underground development targeted for 2027. The next chapter is taking shape. More inside. @peter_krauth thegoldadvisor.com/silver-ad…
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What stands out to me about @AyaGoldSilver isn't just record production. It's HOW they're delivering it. Zgounder: 1.50M oz silver, 92% recovery. Boumadine: +186% QoQ. Two engines. Real operational progress. More catalysts ahead. @peter_krauth and I remain overweight. Today's silver weakness doesn't shake that conviction. ayagoldsilver.com/news/news-…
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Old mine waste. New opportunity. @CerroInc just secured a significant win at Quiulacocha, removing another hurdle between historic silver-rich tailings and their potential recovery. But the bigger story is what's been happening behind the scenes. I've been following the progress closely, and there's more here than meets the eye. My latest breakdown 👇 @peter_krauth thegoldadvisor.com/silver-ad…
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Could gold be about to move from Washington’s blind spot to its monetary toolkit? A fascinating piece from Ronnie on gold remonetisation, the US Treasury and the prospect of a new Bretton Woods moment. Subscribe to @SoundMoneyRpt substack to access the full article.
"Bretton Beach", have a look at my brandnew piece for the @SoundMoneyRpt soundmoneyreport.substack.co…
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Silver's stuck around $60. But the charts I'm watching tell a very different story. I've been digging into an unusual relationship between oil, Treasury yields, and silver. Add China's accelerating gold purchases and history's lessons on geopolitical shocks, and things get interesting. I've included 4 revealing charts in this week's Silver Scoop. See what I'm seeing. 👇 @peter_krauth thegoldadvisor.com/silver-ad…
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The best exploration stories often start with the “dirty work.” @Silver47co collected 2,924 soil samples at Kennedy — and what they uncovered has strengthened my conviction that there’s much more here to test. Multiple anomalies. High-grade surface samples. New drill targets taking shape. And Kennedy is only one part of the story. More inside: thegoldadvisor.com/silver-ad… @peter_krauth
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The physical oil market is proving more resilient than the headlines suggest, as Middle East crude exports beat pre-war levels on four of the last seven days of September, with Hormuz still dangerous. That's one of three ways out of oil's chokehold in my latest for @SoundMoneyRpt.
Oil is up 34% since June and the US 10-year yield hit its highest since 2002, which should have floored gold and silver. Both have traded sideways instead. This week's Sound Money Report by @TedJButler is on what's holding them up, and three ways out of oil's chokehold.
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Oil has gold and silver in a Khabib-style chokehold, with every USD 1 rise in crude now adding about 2 basis points to the 10-year yield. Yet neither metal has tapped out. My latest for @SoundMoneyRpt lays out three ways they escape, and the last doesn't need oil to fall at all.
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Oil Has Gold and Silver in a Chokehold. How Will the Metals Escape? soundmoneyreport.substack.co…
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The 1,599 g/t silver hit at @argentasilverag grabs the headline. It’s not the part I find most interesting. There are several pieces coming together at El Quevar that could materially change this story — and the latest drilling added another. @peter_krauth and I aren’t selling. My analysis inside today's Silver Advisor: thegoldadvisor.com/silver-ad…
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Silver headlines are one thing. What companies are actually doing on the ground is another. This week caught my attention: @BRCSilver expanded its footprint 45%. @SierraMadreSM pushed throughput to 720 tpd. @BPSilverCorp hit 1,328.8 g/t AgEq over 3.0m—with 17 assays still pending. Those are the developments @peter_krauth and I watch. We break down the stories that matter each week at Silver Advisor. More inside this week's Silver Scoop: thegoldadvisor.com/silver-ad… Subscribe FREE: thegoldadvisor.com/subscribe…
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BP Silver @BPSilverCorp just struck paydirt. 1,328.8 g/t AgEq over 3m at Cosuño. A high-grade feeder inside a much broader mineralized zone. The deeper prize? Still to be drilled. 17 holes awaiting assays. @peter_krauth and I remain overweight. 👇 thegoldadvisor.com/silver-ad…
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Sierra Madre @SierraMadreSM just found another gear. La Guitarra is hitting up to 720 tonnes/day—44% above its old nameplate capacity. More mill muscle needs more ore. Underground development is stepping up too. I remain overweight. Here’s why 👇 @peter_krauth thegoldadvisor.com/silver-ad…
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Blackrock Silver @BRCSilver is empire building, on a budget. 45% more ground at Tonopah. Roughly US$48K upfront, plus a retained royalty. But where that ground sits is the interesting part. My take for shareholders—subscribe free to read: thegoldadvisor.com/silver-ad… @peter_krauth
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Watching silver’s price? Don’t miss what’s happening in the mines. New discoveries. High-grade hits. More processing capacity. 9 companies made news this week. Which updates deserve a closer look? Catch up in the Silver Scoop 👇 thegoldadvisor.com/silver-ad…
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19 holes. 2,030 metres. ~400 samples awaiting assays. @ESGold_Corp is testing beyond Montauban’s historic workings. The geology is encouraging. The assays are the next test. @peter_krauth explains why he remains overweight inside today's Silver Advisor. Subscribe free to read 👇 thegoldadvisor.com/silver-ad…
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