The metal prices are very volatile, and senior producers have seen their run come to an abrupt halt (for now?). But there is a sweet spot in the base metals […]
Reports
Report: District Metals — 2026 PEA on Deck as Uranium Exploration Ban was Lifted
District Metals (DMX.V) has seen quite a bit of volatility in its share price in the past few years. Until November 2025, the company was a ‘black or white’ type […]
Report: Generation Mining – A Shovel-Ready Copper-PGM Project Trading at 0.2x NPV Awaits Construction Financing
Generation Mining (GENM.TO) has ticked every box it was supposed to tick in the past few years and this resulted in a shovel-ready fully permitted project. The next major part […]
Report: Sierra Madre Gold & Silver – Del Toro Acquisition Expands Mexican Footprint
We attended a site tour hosted by Sierra Madre Gold & Silver (SM.V) earlier this month, spending two days on the company’s flagship La Guitarra silver-gold mine in Mexico. But […]
Report: Integra Resources – DeLamar Feasibility Study Looks Better Than Expected And Funding Risk Just Dropped
The share price of Integra Resources (ITR.V, ITRG) has performed really well this year. When the company acquired the Florida Canyon gold mine in Nevada, the asset was a ‘marginal […]
Report: Southern Silver Exploration – High Silver Prices and 2026 Catalysts Set Up Re-Rating Potential
The silver price is exceeding our expectations but unfortunately this doesn’t mean that all silver equities are performing well. In the case of Southern Silver Exploration (SSV.V) the current silver […]
Report: District Metals — Sweden Lifts Uranium Ban, Establishes Viken as Large European Resource
While it was widely expected, it is good to see the Swedish parliament officially lifted the ban on uranium mining and exploration last week. This means that projects that were […]
Report: Canterra Minerals – Advancing Buchans Critical Minerals and Wilding Gold in 2026
Canterra Minerals (CTM.V) has been busy this summer. Not only is the company actively drilling the Buchans critical minerals project in Newfoundland, it also just announced a drill program on […]
