Category: Investing Clips

Conference Re-cap Part 1: Looking at some of the advanced explorers/developers that I met with at the Global Commodities Expo conferences. 02:16 US Gold Corp 15:13 RUA Gold 40:15 Sonoro Gold 57:33 Excellon Resources

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week dominated by gold M&A, copper supply stress, and rising investor interest in large-scale mining stories. Recorded on May 13, 2026, the discussion covers...

The junior mining sector is undergoing a fundamental revaluation, evidenced by two landmark acquisitions that have established new pricing benchmarks for quality gold assets. G Mining Ventures acquired G2 Goldfields at approximately $600 per ounce, while Agnico Eagle purchased Rupert Resources at $500-600 per ounce....

Rick Rule discusses recent mining M&A including G Mining’s acquisition of G2 Goldfields, which Rule views as uniquely accretive due to roughly $1B in 10-year operating and capital synergies from developing a unified district. They also cover Agnico Eagle’s consolidation in Finland as a logical...

Agnico Eagle has finally pulled the trigger and is acquiring both Rupert Resources and Aurion Resources to get their hands on the 4.3 Moz Ikkari deposit and surrounding ground for $3.5 B. Also discuss what I think this means for Goldsky Resources. Lastly some discussion...

Some musings and thoughts on some stocks. TIMESTAMPS 0:00 Intro 05:52 Amex Exploration 17:55 Integra Resources 22:16 Cabral Gold 29:52 New Break Resources 33:39 Bulgold Inc 40:49 Orestone Mining 44:59 Magna Mining 50:37 Goldsky Resources

Michael Oliver sees the recent decline in gold and silver setting the stage for the final and most dramatic price rise for gold and silver. Michael disagrees with those who equate the current decline in gold with that of the decline in the yellow metal...

Rick Rule joins Andy Millette for a wide-ranging conversation on one of the sharpest resets in gold equities and why he sees panic selling as opportunity for disciplined buyers with a longer time horizon. He explains why he is using a shopping list instead of...

Bear markets, corrections and volatility are the biggest reasons for why one can have good returns in the Jr mining sector. If the market was a straight line it would be extremely hard to boost returns. TIMESTAMPS 0:00 Volatility is good long term 40:59 Tectonic...

In the inaugural episode of Gundlach Unlocked, DoubleLine CEO Jeffrey Gundlach outlines his current macroeconomic outlook and how investors should be thinking about positioning in today’s market environment. Mr. Gundlach discusses why inflation might remain structurally above the Federal Reserve’s 2% target, why long-term interest...