CEO Minnova Corp. Explorer - geologist, Mine dev't and oper's - data sponge, Mining analyst - model and NPV'r, Mining banker - big and small, CEO - derisk all
Toronto, Ontario
Joined June 2015
- Tweets401
- Following204
- Followers257
- Likes400
Gord Glenn retweeted
Mining Industry vs. Global Equities: Still at historic lows ⛏️👇
„Equities underappreciated:
To that end, Sprott’s Hathaway believes that capital allocation to the gold sector is still in its early stages. Specifically, he sees substantial growth upside in gold-related equities..“ $GDX $GDXJ mining.com/gold-mining-stock…
Gord Glenn retweeted
Are you ready for a Gold revaluation? The Fed is.
Official Reserve Revaluations: The International Experience 8/1/25. federalreserve.gov/econres/n…
Gord Glenn retweeted
If gold gets revalued, the real upside isn’t in the metal.
It’s in the ground. And in the hands of the few who own it.
💥 #Gold #Revaluation #Juniors
Gord Glenn retweeted
💵🎰 Gold’s price isn’t random — it closely tracks US M2 & investor confidence. 🎯 This backtest shows ~92% of monthly gold prices since 1980 fall within ±15% of the model.
🔮 Where does this path lead by 2030?
#GoldInvesting #MoneySupply #MarketTrends #QuantitativeAnalysis #IGWT25
Gord Glenn retweeted
Gold producers’ margins updated.
We’re living through what could be described as the “Golden Age of Mining”, in my view.
Yet, it’s striking to see that many mining stocks still trade as if gold were below $2,000/oz.
A significant re-rating is still on the horizon, in my opinion.
Gord Glenn retweeted
I think gold very higher chances to test $3,600 - 3,650 by 3rd week of August and then sell off back to test $3,500 and consolidate through late August to end of September following which it could start another cycle up to my $3,900 target by end of November 2025...
Gord Glenn retweeted
The biggest Gold Rush of everyone's lifetime is imminent. Few are prepared. I'm still looking at at developers, soon to be in production, trading for 30% of NAV at current Gold price.
Plans for updated Feasibility Study to support restart of PL Gold Mine with gold price +US$3000/oz:
1) Prioritize open pit mining
2) Don't be so conservative by limiting pit depth
3) continue to drill and increase resources
newsfilecorp.com/release/250…
Gord Glenn retweeted
🚨 Calling all Junior Miners! ⛏️ Now’s YOUR time to shine! 🌟 Share your story, showcase your projects, and let the world know about the next BIG gold discovery! 💰🏆
Your drill results, your vision, your passion could spark the next rush! 🔥👀 #JuniorMiners #GoldRush $gdxj $silj
👍
History in the making! The Port of Churchill is exporting its first critical minerals shipment in decades. Big thanks to our partners for making this happen. #PrairiesCanFunded #ProvinceofManitoba #ArcticGateway #cdnpoli
+ve gold price and #PLMine’s advanced status (past producer, excellent infrastructure, positive 2018 Feasibility done at US$1250/oz gold price, last drill hole (21-48x, 100g/t over 0.5m) was best step out intercept in history of property) stimulates a lot of discussions.
Congrats to AGG on progress refurbishing HBR and new development at Port of Churchill. Our #FFCEH clean energy project will benefits from this critical northern infrastructure.
At analytical chemistry stage of FFCEH. All processes are TRL 9. FFCEH is not R&D project. It’s a solution to a problem. How do you replace 100’s of mlns of litres of fossil diesel used by industry and off grid arctic communities? Solution: zero carbon renewable diesel from FFCEH
Gord Glenn retweeted
Be aware it takes a substantial amount of time for the crowds to realize a fundamental investment thesis change.
Covid took three full months until stocks crashed 40%
Here the Jrs will crash upwards multi bagging.
Gord Glenn retweeted
There is no secret sauce. Focus and determination (it's a variant of "love" or passion), regardless of how many failures, will ensure a breakthrough.
Gord Glenn retweeted
Biggest takeaway from yesterday convo with @RealRickRule and Ross Beaty on TWIM.
Ross was asked how he’s created 15 companies that delivered 10x returns for shareholders, he said:
There is no magic, there was no aha moment, I just kept working until “eventually” happened.
Be patient, trust the process.
EP2 of This Week in Mining on the VRIC YouTube channel