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Tuesday recap
The video dissects BlackRock Silver’s updated PEA for Tonopah West, clarifying misconceptions among retail investors about valuation metrics. Under base case (silver $31, gold $2,700) the project shows NPV $437M, IRR 28%, 3.2‑year payback. Using current consensus metal prices (silver $66.90, gold $4,554) NPV jumps to $1.6B, IRR 79%, payback 1.4 years. Production forecast 7.1M oz silver‑equivalent per year, total ~80M oz over 11 years, with capital costs $190M upfront and $280M sustaining. The host notes the stock trades at roughly 0.8× base‑case NPV and 0.23× spot‑price NPV, well below typical junior‑stage multiples of 0.2‑0.5× PV/NAV. He also cites recent M&A activity—Core Mining, Anglo Gold, Pan‑American—showing most buyers focus on later‑stage assets, leaving few realistic suitors for a PEA‑stage project. Consequently, investors should price BlackRock Silver near its MPV rather than speculative premiums, and any acquisition would likely reflect the $1.6B cash‑flow ceiling. The outlook hinges on silver price trajectory and permitting progress, with a development decision slated for H2 2027.
The video outlines a new geological model aimed at unlocking Ontario’s underexplored mining corridor. By combining shallow 100‑meter drilling that intersected mineralization within ten meters and an expanded program reaching 400 meters, the company seeks to map both surface and...
The conversation centers on the sudden cease‑fire between the United States and Iran and its immediate ripple effects across commodities and equities. Host Todd Bubba Horwitz and his guest dissect how the announcement sparked a brief market rally—NASDAQ up roughly...
The video examines how First Majestic built a silver empire by emulating a "Moneyball" roll‑up strategy—buying existing, proven mines instead of spending years on greenfield exploration. Founder Keith Neumeyer’s 2004 purchase of La Parrilla sparked a rapid series of acquisitions,...
Aya Gold & Silver reported its fourth‑quarter 2025 results, highlighting a dramatic revenue surge but missing most guidance metrics. Revenue exploded 700% year‑over‑year to $75 million, propelled by silver prices climbing from $28 to $58 per ounce and an expansion at the Isagounder...
Agnico Mining announced a multi‑faceted partnership with junior explorer Cascadia Minerals, acquiring a roughly 14% equity position and securing an earn‑in framework on Cascadia’s flagship Catch property in the Yukon. The deal comprises three components: a three‑year strategic alliance funding half‑a‑million...
In this interview, Michael Gentile explains why recent Middle‑East hostilities have reinforced the case for gold, while also detailing his disciplined approach to investing in junior mining companies. He emphasizes that investors must look beyond daily headlines and focus on...
The interview with veteran investor Doug Casey spans Canadian political turbulence, U.S. presidential volatility, the unfolding Middle‑East conflict, and a shifting commodity landscape. Casey critiques the NDP’s equity‑card system as a symptom of left‑wing extremism, while warning that Trump’s impulsive,...
The video dissects US Gold Mining’s preliminary economic assessment (PEA) for the Whistler project in Alaska, released just before a broader market sell‑off in gold and other commodities. It frames the analysis against a backdrop of volatile metal prices and...
The video explains Hudbay Minerals’ $600 million acquisition of Arizona Sonoran Copper, bringing the Cactus open‑pit project into its Arizona portfolio and reinforcing the United States’ push for domestic critical‑mineral production. The deal, announced after a brief period of ownership...
The video argues that oil prices around $85‑$90 a barrel sit in a “no man’s land” because they are not an equilibrium level; the price will either fall sharply if the war ends or climb higher if fighting continues. The analyst...
