PDAC 2025 - Mining Industry Keynote - Eric Sprott
Analyst Articles

PDAC 2025 – Mining Industry Outlook Keynote – Eric Sprott

At PDAC 2025, Eric Sprott shared his investment philosophy, emphasizing value recognition, patience, and navigating market inefficiencies. He criticized major banks’ shorting practices, citing global regulatory failures, and highlighted gold and silver’s potential amid ongoing market manipulation. Sprott discussed investment strategies, stressing due diligence in resource analysis and undervalued mining stocks. With gold nearing $3,000 and bullish long-term forecasts, he sees opportunities in metals like manganese for solid-state batteries. He advised mining professionals to embrace risk and research deeply. His insights provide a roadmap for navigating the mining sector’s volatility and identifying overlooked value in resource investments. [more]

Analyst Articles

PDAC 2025 – Investment Leaders Forum – Rick Rule is Looking to Write Cheques

The mining investment landscape is shifting, and veteran investor Rick Rule sees opportunity. Speaking at PDAC, he emphasized that only a fraction of the 3,000 junior miners are worth investing in, urging investors to focus on management expertise, clear project objectives, and high-quality assets. He highlighted opportunities in Tier 1-bound deposits, high-quality producers like Agnico Eagle, and royalty and streaming companies. Rule also noted that single-asset producers are prime for consolidation as major mining companies seek growth. His core message: invest in quality teams, overlooked commodities, and projects with long-term potential despite prevailing market sentiment. [more]

Analyst Articles

PDAC 2025 Keynote Speakers Address Mining’s Future

The PDAC 2025 Convention, taking place in Toronto from March 2-5, features a keynote program covering four key themes: Commodity Outlook, Mining Industry Outlook, Technology & Innovation, and Discovery of the Year. Industry leaders, including BHP’s CEO Mike Henry and veteran investor Eric Sprott, will discuss the metals demand for 2050, trends in Canadian mining, and the impact of AI and satellite technology on exploration. The Discovery of the Year session will highlight the Onto copper-gold discovery in Indonesia. [more]

Events

2025 Canadian Mining Hall of Fame Gala Inducts Four New Members

The Canadian Mining Hall of Fame inducted four new members on Thursday night at a great gala event: Sean Boyd, Frank Giustra, Donald MacLean, and Patricia Sheahan. The induction ceremony took place at the Metro Toronto Convention Centre, with over 800 guests attending. The event celebrated the achievements of the new members. [more]

Analyst Articles

NEW UPDATE REPORT – Strategic Financing Fuels Silver Bullet Mines High-Grade Silver Mine Development in Arizona and Idaho

We have written a 10-page Update Report on Silver Bullet Mines Corp. (“SBMI” or “the Company”) (TSXV: SBMI | OTC: SBMCF). The Company continues advancing its high-grade silver projects in Arizona and Idaho. Recent updates include strategic financing initiatives, ongoing Super Champ development, and underground progress at the Washington Mine. SBMI is focused on leveraging operational improvements and targeted exploration to generate near-term revenue while resolving safety issues at the Buckeye Mine. The Company expects revenue from Super Champ in early 2025, supported by optimized milling at its Globe, Arizona, facility. It recently announced a $1.5M private placement to fund these efforts, emphasizing SBMI’s commitment to unlocking value across its portfolio. We maintained a Speculative Buy rating on SBMI and a one-year Price Target to $0.20. [more]

Events

PDAC 2025 Registration Opens for the Annual Mineral Exploration and Mining Convention

PDAC 2025, the world’s premier mineral exploration and mining convention, takes place March 2-5, 2025, at the Metro Toronto Convention Centre. Registration is now open at www.pdac.ca/convention. The event will feature over 1,100 exhibitors, technical sessions, and networking opportunities. Highlights include the Investors Exchange, showcasing junior miners, producers, and prospectors, as well as keynotes on commodity and industry outlooks. Notable speakers include Eric Sprott (Eric Sprott Family Office) and Mike Henry (BHP Group). Programs emphasize advancements in mining technology, sustainability, and Indigenous partnerships, with opportunities for students and early-career professionals. [more]

PDAC Awards Photo - Line up of the awards
Events

PDAC Announces 2025 Awards Recipients

The Prospectors & Developers Association of Canada (PDAC) has announced its 2025 Awards recipients, recognizing excellence in the global mining industry. The awards highlight achievements in mineral exploration, Indigenous contributions, sustainability, and mine development. Recipients include the Canadian Malartic Exploration Team for the East Gouldie Deposit discovery, David Kritterdlik for advancing Inuit values, Teck Resources and UN Women for their Originarias Program in Chile, the Onto Discovery Team for the Onto Deposit discovery, and John Robins for his leadership in mining. The recipients will be celebrated during the PDAC 2025 Convention on March 4, 2025, in Toronto. [more]

SBMI-2024-11-08-Update-Report_fi
Analyst Articles

NEW UPDATE REPORT – Silver Bullet Mines Battles Challenges to Forge Ahead at the Buckeye Silver Mine & Washington Mine

We have written a 46-page Update Report on Silver Bullet Mines Corp. (“SBMI” or “the Company”) (TSXV: SBMI | OTC: SBMCF). SBMI is focused on silver and copper production across its key assets, the Buckeye Silver Mine in Arizona and the Washington Mine in Idaho. SBMI aims to generate revenue from processing third-party mineralized material while awaiting the Buckeye Mine’s regulatory safety approvals. Recent financing strengthens its cash position while awaiting production resumption at the Buckeye Mine and progress at the Washington Mine. SBMI’s future growth is supported by district-scale exploration on its Arizona property, management expertise, and favorable jurisdictions. We maintained a Speculative Buy rating on SBMI, but reduced the one-year Price Target to $0.20 and introduced a two-year Price Target of $0.35. [more]

2024-08-13 Gold Fields to acquire Osisko Mining
Analyst Articles

Gold Fields to Acquire Osisko in $2.16B Deal Valued at US$200/oz of Gold Resource

Gold Fields (JSE: GFI) has announced an agreement to acquire Osisko Mining (TSX: OSK) in an all-cash transaction valued at $2.16 billion. The acquisition, which includes the Windfall Project in Quebec, enhances Gold Fields’ portfolio by adding a high-grade gold development asset in a stable region. Osisko shareholders will receive $4.90 per share, representing a 55% premium to the 20-day VWAP as of August 9, 2024. The transaction is expected to close in Q4/2024, subject to regulatory and shareholder approvals. [more]

Analyst Articles

Revival Gold to Acquire Ensign Minerals for $21.9M, Aiming to Become One of the Largest Gold Development Companies in the US

Revival Gold Inc. (TSXV: RVG, OTCQX: RVLGF) has entered an agreement to acquire Ensign Minerals Inc., enhancing its asset base with the addition of the Mercur Gold Project in Utah. This strategic acquisition, valued at C$21.9 million, is set to increase Revival Gold’s production capabilities to approximately 150,000 ounces of gold annually, propelling it towards becoming a mid-tier heap leach gold producer in the US. The transaction includes a concurrent financing of C$7 million to support ongoing development and exploration efforts, emphasizing Revival Gold’s commitment to growth and operational efficiency. [more]