Gold & Silver Mining Stocks

[video] When Stanley speaks, you should listen. Other old guys who think the market is overvalued: Buffett, Grantham, Rogers.

[image] I often think CFOs have lost their minds. 😂

[image] G Mining Ventures: Acquired G2 Goldfields with a 72% premium for $10.64 CAD share. They paid $2B or $500 per oz at 4M oz. Do you realize what this implies? If gold prices trend higher, all of those large development projects in Canada are worth a fortune. 😳

[image] I own the top 4. Incredibly, they remain cheap.😉

[image] Newsletter Favorites (90 stocks) reviewed in 20 minutes using the new GSD defaults of $7000 gold/$200 silver.

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[image] Trump's strategy is becoming apparent: he wants the oil to flow. He could have bombed their oil infrastructure. He could have bombed their cities. He didn't. He only threatened. The threats have not worked. Talks have not worked. All that's left is an embargo to cut off Iran's

[image] First Majestic Silver: Jerrit Canyon restart planned for H2 2027. Feasibility to be released in Q4 2026. Current resource 7M oz. I expect at least 125K oz production, ramping up to 200K/year.

[image] My MIF presentation today.

[text] Billionaire logic. Hint: He's right. 😉

[image] This is why gold has been rising and will continue to rise. In fact, it's the only reason. 🧐

[image] The gold/silver bull is bucking hard today. You need strong hands to hold on. 🧐

[image] History is going to rhyme. 🧐

[text] Tonight on my podcast, someone said that Australia could run out of diesel and impact their mining companies. Something to take into consideration as a buying opportunity if they get sold off. 🧐

[image] Best Aussies.

[image] My big winners today. Up 8%, but still down big from the recent ATH. Which of these will be 10-baggers? 🤔

[text] Mid-Week Macro The war in Iran continues. Oil is at $86. The S&P 500 is at 6774. Those prices are surprising, considering that the Strait of Horumuz is closed. Those calm prices won’t continue if the Strait remains closed. Both of those numbers assume the war will end quickly

[image] And $200 is as easy as pie. 😉

[image] My winners today. No surprise that Lahontan finally caught fire. It has been ridiculously cheap. Still is, but you likely will get a chance to buy it cheaper after this recent run. 🧐

[image] Chart of the day. 🧐

[image] Americas Gold & Silver came out with guidance for 2026, and shares are off around 15%. Short-term investors tend to control the price. But if you focus on the long-term, it's pretty juicy. 🧐

[text] Hint: We're running out of inventory. 😳

[image] My biggest winners today. Starting to get retracement back to the old highs.

[text] Greatland Resources (my crush 🥰) reported a large increase in resources at Telfer. It now has 8M oz, plus another 7M oz at Havieron. Plus, 645Kt of copper at both sites. If that doesn't get you excited, they have $650M in cash and no debt. Plus, their current annual FCF

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[image] Gold down $150. The HUI down 50 points. When the gold bull bucks, it bucks hard. Buckle up and hang on tight. Ride the train. Buy the dip. Remember Gary Sinise in Forrest Gump: You call this a storm! 😉

[image] Been there, done that. 😂

[image] I posted this yesterday (I'll repost for those who missed it). I quickly review the Newsletter Favorites.

[text] My grandfather was an inventor. I never considered myself an inventor, but I invented my method for valuing gold/silver miners, my Share Price Forecast Tool, and my Compatibility App. Plus, my AI video (coming out soon) is kind of an invention. I explain how we will solve all

[video] This especially applies to gold/silver mining stocks. 🧐

[text] Don. I know you've discussed this before, but I can't remember how you justified SLVR holding 18% physical silver, given this is effectively just another layer of paper claims rather than real ownership of bullion? My reply: I chase 10+ baggers (I currently own 165 stocks). To

[image] See you tomorrow. 😉

[image] 1911 Gold borrowed $30M to restart their mine. A bit of dilution, but overall, a good deal for them. Here we go! 👍

[text] Avino Silver & Gold: 387M oz AGEQ. Currently, only producing 2.5M oz AGEQ. Do the math. 😉

[image] Agnico Eagle: Acquired a mining district in Finland. Paid $2B for Rupert Resources, paying $400 per oz for 5M ozs. Paid $350M in cash for Aurion Resources. Paid $325M in cash to B2Gold for their Finland properties. Let the big dog eat!

[video] This scene was 18 years premature and on the wrong topic. In the movie, they focused on fraud bringing down the financial system. Instead, it will be the debt bubble that brings down the financial system. That scene was a warning. Fraud almost crashed the system, but we were

[text] Mid-Week Macro On Monday, Trump said he was ready to end the war. On Tuesday and today, the markets rallied. Gold loves a trending S&P 500 and ripped from its recent correction low of $4100 to $4793 today. Silver ripped from its recent low on March 23rd of $61 to $76. Tonight,

[image] Gold and silver should open higher in NY in the morning. 🧐

[text] Heliostar Metals: Acquired the advanced 1.2M oz Goldstrike project in Utah from Liberty Gold for $72M in cash. They paid $60/oz. PEA is 90K/oz year. A good deal for Heliostar.

[image] My latest SeekingAlpha Article: Silver Mining Stocks With Production Growth. It includes 18 stocks. I don't think it is behind a paywall.

[text] Mid-Week Macro The S&P 500 closed today at 6946, which is very close to an ATH. Gold currently loves a strong stock market, and closed near $5200. Silver followed, closing at $88. The HUI closed at 934, which is less than 1% from an ATH. We now head into March. The stock market

[text] The Shanghai Gold Futures Exchange has less than $1B in silver. They will reach critical levels by mid-year. 😳

[image] My updated list of big G-M (Gram-Meter) holes:

[image] Futures are strong. It's ironic because nothing has been resolved with the Iran war. This is just a hopium trade. We still have to wait two weeks for the next TACO. 🧐

[text] Technical issues? 😂

[text] Mid-Week Macro Iran agreed to a two-week ceasefire. Wall Street thought this was good news, and the S&P closed today above 6700. I think Wall Street is high on hopium. This war isn’t over. Expect more volatility. The two sides are far apart from an agreement. There is no reason

[image] Friday Recap (Last Week) -- (% To Reach ATH) AU: $4748 ($4677) -- (18%: $5608) AG: $76 (73) -- (59%: $121) HUI: 845 (808) -- (17%: 986) DXY: 98 (99) S&P: 6816 (6582) -- (3%: 7002) 10-Yr: 4.3% (4.4%) The S&P 500 rose this week to 6816. It is now only 3% from an ATH. That is