Kitco MINING

Kitco MINING

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Kitco MINING episodes

  • 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 Canyon
    01:45 - Five-Year Mid-Tier Vision
    03:00 - Wildcat Expansion Plans
    04:38 - Gold Price Changes Everything
    05:58 - DeLamar Enters Federal Permitting
    08:13 - FAST 41 Timeline Explained
    09:29 - Idaho Momentum and State Permits
    12:16 - Financing DeLamar with Cash Flow
    14:15 - Tribal Partnership and Equity
    17:14 - Answering Consent Criticism
    19:15 - M&A Setup in Gold Sector
    22:54 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    26 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 IPO

    The 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-News

    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.

    Recorded May 27, 2026

    00:29 - Gold Dips Below $4,500
    02:04 - Fed Chair and Rate Outlook
    04:28 - Iran Conflict and Commodity Risk
    07:59 - U.S. Critical Minerals Loans
    11:56 - Vizsla Silver, Mexico, and Sinaloa Security
    17:38 - Challenger Gold’s Argentina PFS
    20:43 - Mining M&A Wave Builds
    26:02 - Dream Deals and Takeover Targets
    34:14 - Sunshine Silver IPO Buzz
    37:44 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    40 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 push

    00:23 - Carolina Gold History
    01:11 - 2026 Growth and Costs
    02:16 - Exploration and New Targets
    03:40 - Shift to Underground Mining
    05:13 - Processing Refractory Ore
    06:53 - Leadership and Local Workforce
    08:22 - Community Economic Impact
    09:39 - OceanaGold Strategy and Outlook
    10:22 - Milestones and Gold’s Moment
    11:12 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    12 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 Flow
    03:33 - Roadmap to 500,000 oz of Annual Gold Production
    06:38 - Exploration Upside at Séguéla and Diamba Sud
    08:41 - Why Fortuna Sold Short-Life Mining Assets
    10:56 - Caylloma Mine Outlook and Free Cash Flow
    13:48 - West Africa Mining Risk and Government Take
    17:09 - Fortuna’s Frontier Market Strategy and Tradeoffs
    22:30 - Share Buybacks and Shareholder Returns

    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.
    __________________________________________________________________

    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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    26 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 Now
    04:42 - Leadership And Strategy
    06:18 - North America Focus
    09:35 - Exploration Upside
    12:49 - Funding And Returns
    15:50 - Debt And Balance Sheet
    16:53 - Approvals And Timeline
    21:13 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    25 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 Focus
    01:02 - Carlin-Type Gold System Explained
    01:57 - Why PWC Could Host a Major Deposit
    04:32 - How Riley Gold Acquired the PWC Project
    05:26 - Company Strategy and Potential Endgame
    06:43 - Kinross Partnership and JV Origins
    08:09 - Kinross Earn-In Terms and Structure
    10:06 - What Exploration Success Looks Like
    11:35 - Exploration Strategy and 2026 Timeline
    14:17 - Key Risks and Geological Challenges
    15:48 - Riley Gold’s Role Beyond Kinross JV
    18:51 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    22 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 Alternatives
    02:08 - Why Biofuels Failed to Scale
    03:32 - Geothermal Synthetic Fuel Explained
    04:35 - Iceland Project and Geothermal Integration
    06:32 - Drop-In Synthetic Kerosene for Aviation
    09:05 - Offtake Agreements and Fuel Demand Growth
    10:40 - Investor Case and 2026 Timeline
    12:16 - Execution Risks and Project Delivery
    13:41 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    18 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 Creation
    02:14 - Defining Success and Exploration Milestones
    04:26 - Arizona Advantage and Water Rights at Gold Chain
    05:39 - Structural Complexity and Drill Targeting Strategy
    07:25 - 20,000 Meter Drill Program and Discovery Focus
    09:07 - Maiden Resource Target and Walker Lane Comparisons
    12:15 - Open Pit Potential and Resource Timeline
    14:11 - Post-Resource Drilling and Expansion Strategy
    17:58 - Treasury, Warrants, and Financing Strategy
    21:08 - 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    24 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 Case
    00:20 ESIA Filing Explained
    02:24 What Happens Next in Permitting
    03:54 How Higher Lithium Prices Change the Math
    05:45 Why Volkswagen’s Stake Matters
    07:20 Tantalum and Cesium Upside
    09:23 The Advantage of Simple Processing
    11:17 Managing Costs and Inflation
    13:03 Why Bigger Can Be Better
    15:43 What Investors Should Watch Next
    17:28 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.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: 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.

    19 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 - Introduction
    02:30 - Dual-asset strategy: Arizona gold focus and Manitoba nickel optionality
    05:45 - Acquisition of the McCabe mine and land consolidation strategy
    07:30 - Expansion to a 5,000-acre district-scale land package
    08:30 - Advantages of private land and permitting in Arizona
    09:15 - Existing infrastructure and underground development at McCabe
    10:30 - Historical production, feasibility work, and remaining resource potential
    15:00 - District-scale potential across multiple structures
    16:00 - Current 5,000-meter drill program and initial objectives
    18:00 - Strategy: confirm historical resource vs. step-out expansion drilling
    20:00 - Potential to increase ounces by lowering cutoff grade
    22:00 - Exploration upside: multi-million-ounce potential framework
    26:30 - Future financing strategy and potential for additional drill rigs
    28:00 - 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/mining
    Disclaimer: 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.

    32 min

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