Natural Resource Stocks

Today Andy Millette sits down with Gordon (CEO, ES Gold) to unpack a simple, de-risked plan: start cash flow fast by reprocessing legacy tailings at Montebello, Québec, then use that revenue to self-fund drilling on a past-producing VMS system. ES Gold says it is fully funded for Phase 1 (500 tpd) via recent equity plus a $9M offtake facility from Ocean Partners, with permits in hand to reprocess specific tailings and a path to amend for hard-rock as they advance. The target is to scale toward 1,000 tpd over ~2 years. Company snapshot Project: Montebello, Québec; town-proximate infrastructure, grid power,…

Today Andy Millette sits down with renowned resource investor Michael Gentile to unpack gold’s powerful move, why he thinks we’re still early, and where the best value hides right now. We cover capital flows, the “quality first” filter for juniors, and why Canada’s margin math is quietly compelling. #Millettian Highlights Gold’s breakout context and adoption cycle (crossing 4,000 and printing 4,200 this week). Why the top 50 public gold miners together are still valued at under half of Nvidia — and what that says about upside. Gentile’s process: own projects that generate returns at ~$2,000 gold and become monsters at…

Today, Steve Yang sits down with Dr. Keith Weiner — founder and CEO of Monetary Metals — to unpack late-stage “central-bank-ism,” why he thinks interest rates will resume a secular decline, how gold’s role is misunderstood, and why silver’s current behavior matters. Weiner lays out his “gold withdraws its bid on the dollar” thesis, discusses zombie-company debt dynamics, and explains why CBDCs are the logical (and troubling) extension of negative rates. About the guest:Keith Weiner is a monetary economist and the founder/CEO of Monetary Metals, a firm focused on making gold productive via leasing and bonds so savers can earn…

Gold is printing fresh record highs above $4,000 while silver whipsaws around $52 — and Peter Schiff thinks market structure tells the real story. He explains why spot/futures dynamics in silver suggest urgent physical demand, how short sellers could face forced delivery, and why he believes we’re reliving the 1970s “on steroids.” About today’s guest: Peter Schiff is an investor and commentator, founder of Euro Pacific Asset Management (Europac) and SchiffGold. What we cover:

oday Steve Yang sits down with Alex Spiroglou — global macro trader, Founder and CEO of SMART Trader Systems, and creator of the award-winning MACD-V momentum indicator — to unpack how to navigate a late-cycle market with a rules-based edge. Alex explains his Multiple Timeframe / Multiple Factor approach (monthly = macro regime, weekly = sentiment and CoT, daily = technical entries), why gold is the “benchwarmer” inside the precious-metals complex right now, and how he uses objective MACD-V thresholds (e.g., 150 = “risk zone”) to time trims and avoid chasing. We also dive into an active grains setup (corn)…

CTGO — Contango Ore (NYSE: CTGO)Recorded on October 14, 2025. #Millettian Contango Ore is ramping up fast in Alaska. In this interview, Andy Millette speaks with management about the company’s breakout year — producing well over 60,000 ounces at costs roughly $100/oz below guidance. With a fresh $50 million financing complete, Contango is fully funded to begin year-round underground drilling at Lucky Shot in early November, accelerate work at Johnson Tract, and advance a Direct Shipping Ore (DSO) model that cuts costs, simplifies permitting, and reduces environmental footprint by leveraging existing mills instead of building new infrastructure. The team outlines…

Tom Luongo (Gold, Goats ‘n Guns) returns to break down why global events feel like they’ve hit fast-forward—and why precious metals are suddenly sending historic signals. We dig into his “one war, three theaters” model (middle management, upper management, and the “high table”), the shock in silver’s term structure, and how U.S. power moves are reshaping the Middle East, City of London influence, and even real estate. What we cover: “Acceleration” moment: Trump’s visit to the King and the message it sent. The power stack: middle mgmt (order-takers), upper mgmt (Soros/Gates/Fink, etc.), and the high table. Gold & silver: LBM/COMEX…

Legendary value investor Adrian Day—Founder & CEO, Adrian Day Asset Management—joins Steve to unpack the big macro shifts: the slow erosion of the U.S. dollar’s reserve-currency dominance, why central banks have diversified reserves over the past two decades, and how that backdrop supports gold, copper, and uranium over the long run. We dig into investor psychology, “doing nothing” as an edge, and why resource equities remain under-owned despite improving fundamentals. Who is Adrian Day? A long-time global value investor focused on resources and quality compounders. Adrian lays out a long-term, global, value framework, the case for holding cash until price…

Market analyst and geopolitical researcher Alex Krainer joins Andy Millette to break down Europe’s crisis, why Germany’s industrial engine is failing, how “people vs. the banks” defines this era, and why BRICS may be readying a fairer, non-fraud monetary alternative. We also cover Venezuela’s oil politics, and a potential pivot away from war with Iran that—if it holds—could be genuinely historic. About the guest:Alex Krainer is a trader, author, and publisher of a daily trend-following market letter covering 18 global markets (equities, bonds, gold, Bitcoin, and more). He also writes on history and geopolitics and is active on X. Guest…

Today Andy Millette speaks with Hugh Agro, President & CEO of Revival Gold—a U.S.-focused gold developer advancing the Mercur Gold Project (Utah) and the Beartrack-Arnett Project (Idaho). We cover the macro tailwind for gold, aggressive drill programs (four rigs running), early metallurgical indicators, and the catalyst path to a 2026 construction decision at Mercur. What we discuss Company at a glance Guest & Company Links Revival Gold – Revival Gold – Host & Channel LinksNatural Resource Stocks — Official Channel Website: https://www.NaturalResourceStocks.net