Gold Stock List (4/15/2026)
Don Durrett’s April 16, 2026 substack post presents a curated gold‑stock watchlist for investors. The list is divided into three tiers—undervalued producers, near‑term producers, and developers—spanning more than 40 companies. Notable names include Talisker Resources, B2Gold, 1911 Gold, and Norsemont Mining, each positioned at different stages of the mining cycle. The categorization aims to help readers target firms with perceived valuation gaps or imminent production ramps.
Weekly Notes (4/15/2026)
The latest weekly mining roundup highlights strong Q1 production across several junior miners. Equinox Gold reported 197,000 ounces of gold and signaled a potential 450,000‑ounce boost from Castle Mountain and Los Filos projects. Heliostar Metals posted $101 million revenue from a 5.3 g/t...
Silver Stock List (4/15/2026)
A recent post on X outlines a curated Silver Stock List, dividing companies into four investment themes: undervalued producers, near‑term producers, developers, and optionality plays. The undervalued tier features names like Avino, Americas Gold & Silver, Santacruz, Guanajuato, Aya and...
Weekly Video (4/12/2026)
In the April 12 2026 weekly video, market analyst John Doe dissected two junior precious‑metal stocks—Abrasilver Resources and Americas Gold & Silver. Abrasilver reported a 15% rise in Q1 silver output, driven by higher spot prices and new mining permits in Mexico....
Optionality Stocks (4/9/2026)
Don Durrett announced an update to his "optionality" stock list on April 9, 2026, highlighting a renewed focus on gold and silver mining equities. The refreshed roster is designed to capture assets that offer asymmetric upside while limiting downside risk. Durrett’s curation...
Mid-Week Macro (4/8/2026)
Iran announced a two‑week ceasefire, prompting the S&P 500 to close above 6,700, though analysts warn the optimism may be premature. Gold slipped to $4,727, roughly 16% below its recent all‑time high, while silver sits near $74, down 38% from...
Weekly Notes (4/8/2026)
Hycroft Mining disclosed a 53 million‑tonne resource grading 304 g/t gold, plus a 1.3 g/t gold intercept at its Vortex project. First Majestic Silver announced a restart of the Jerrit Canyon mine slated for the second half of 2027, with a feasibility study...
Friday Recap (4/3/2026)
The S&P 500 rallied after former President Trump said he would end the Iran conflict within weeks, lifting the index above 6,500. Gold, silver and mining stocks also recovered, though they remain well below their recent peaks. Analysts view the move...
Monthly Recap (4/2/2026)
Don Durrett’s April 2 monthly recap highlights sharp declines across major commodities and equities. Gold (AU) fell 20% to $4,506 per ounce, while silver (AG) dropped 43% to $69. The HUI mining index slipped 26% to 718, the S&P 500...
AI Live Zoom Transcript (3/22/2026)
On March 22, 2026 a Zoom podcast transcript was published alongside a link to Grok’s AI‑driven analysis of the conversation. The post invites readers to feed the raw transcript into their favorite AI prompts for deeper insight. Grok’s analysis is presented as...
Friday Recap (3/20/2026)
Gold prices plunged 10% this week, sitting 20% below the recent January peak of $5,608, while silver slumped 44% from its own high of $121. Both metals remain above their 200‑day moving averages, though they have slipped beneath the 100‑day...
Weekly Recap (3/13/2026)
The weekly recap highlights a sharp rise in oil to $99 amid the Iran‑Israel conflict, pressuring equities and widening the S&P 500 correction. Gold and silver have pulled back 10% and 33% respectively, but the author views these moves as...
My Latest SeekingAlpha Article: Silver Mining Stocks With Production Growth
The Seeking Alpha piece spotlights 18 silver mining companies that are projected to increase production over the next 12‑18 months. It highlights firms with expanding reserves, higher ore grades, and cost‑efficient operations, many of which are positioned in North America...
Mid-Week Macro (3/4/2026)
Gold and silver rallied sharply before a 7.7% correction, while the HUI miner index fell from a record 978 to 902. The S&P 500 stayed within a hundred points of its all‑time high, showing little reaction to the Middle East conflict....
Weekly Notes (2/25/2026)
Avino Silver released its 2026 guidance, targeting 2.5 million ounces at a $26 per ounce all‑in sustaining cost (AISC), a figure that falls short of analyst expectations but signals continued organic production growth. Discovery Silver disclosed a robust $410 million cash balance,...
