Kitco MINING

Kitco MEDIA

The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal companies will keep you informed and prepared. Our scope isn't limited to gold and silver mining; we also explore base metals like lead and iron ore, as well as critical minerals like copper, cobalt, graphite, lithium, manganese, neodymium, nickel, niobium, palladium, platinum, rhodium, tin, tungsten, vanadium, and zinc. Be informed about energy transition and the battery metal sector. Kitco has exclusive access to influential CEOs and investors, so you can make confident, informed decisions. We cover the entire resource sector, from exploration and development companies to miners and royalty and streaming firms. Stay ahead of the curve. Subscribe today! GOLD LIVE! APP - https://applications.kitco.com In-depth coverage - https://www.kitco.com/mining

  1. Discovery Silver Lays Out Path to 500K–750K Gold Ounces | Mark Utting

    -3 J

    Discovery Silver Lays Out Path to 500K–750K Gold Ounces | Mark Utting

    Mark Utting, Senior Vice President of Investor Relations at Discovery Silver, joins Kitco Mining to explain how the company is generating gold cash flow in Canada while advancing one of the world’s largest undeveloped silver projects in Mexico. Discovery produced more than 66,000 ounces of gold in Q4 2025 and about 180,000 ounces from the April acquisition close through year end at the Porcupine complex in Northern Ontario. With more than $410 million in cash, no debt, and access to a $250 million revolving credit facility, the company is reinvesting cash flow to scale production toward 500,000 to 750,000 ounces per year over the next three to five years. A key catalyst is the potential restart of the historic Dome Mine, which hosts an estimated 11 million ounces of gold in resources and could add 200,000 to 250,000 ounces of annual production. Utting also provides an update on the Cordero silver project in Mexico, including permitting progress and Discovery’s focus on minimizing dilution. “We give dual exposure on the precious metal side,” Utting said. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest mining news and interviews. 00:50 – Discovery Silver’s Dual Gold and Silver Exposure 02:06 – Porcupine Complex Operations and Growth Potential 04:14 – Financial Strength, Cash Flow, and Capital Strategy 10:34 – Cordero Silver Project, Permitting, and Mexico Outlook 15:40 – Production Growth Outlook and Closing Thoughts __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    19 min
  2. How Higher Silver Prices Are Reshaping Developers | Joaquín Marias

    -3 J

    How Higher Silver Prices Are Reshaping Developers | Joaquín Marias

    Argenta Silver (TSXV: AGAG; OTCQB: AGAGF; FSE: T1K) President and CEO Joaquín Marias joins Kitco Mining’s Investment Trends with Paul Harris to discuss how higher silver prices are influencing project strategy and exploration priorities for developers and explorers. Marias points to Argentina’s pro-mining shift under President Javier Milei as a key factor improving confidence around policy direction and long term investment. “There is no way to go back to what it was before,” he said. Marias outlines Argenta’s approach at El Quevar, where the company is advancing toward a new mineral resource estimate while focusing on scale and exploration upside. He highlights a 40 60 exploration strategy that balances resource expansion with new discoveries across a largely unexplored land package, and discusses recent copper-gold results that suggest broader mineral potential beyond silver. ▶️ Watch Argenta’s previous Investment Trends interview for more on El Quevar’s resource base and Salta’s mining backdrop: https://youtu.be/OcQw1-eWCH8 Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:29 - Impact of Rising Silver Prices on Developers 01:51 - Resource Modeling Challenges and Valuation Assumptions 02:28 - Argenta’s Resource Base and Exploration Strategy 06:53 - Recent Financing and Institutional Investor Interest 08:18 - Exploration Results and New Copper Gold Discovery 14:50 - Geopolitics, Argentina’s Policy Shift, and Mining Outlook 20:27 - Key Catalysts and Forward Looking Priorities __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    22 min
  3. Inside the Metals Bull Market and the Return of Mining Capital | John Feneck

    -3 J

    Inside the Metals Bull Market and the Return of Mining Capital | John Feneck

    John Feneck, Founder & CEO of The Feneck Commodities Report, joins Kitco Mining’s Digging Deep with Paul Harris as gold and silver experience violent volatility following a historic surge. With prices pulling back sharply, Feneck argues the move does not invalidate the trend. “We’re in a bull market,” he said, stressing that sharp drawdowns are now part of a new trading reality. Feneck reacts to breaking news around President Donald Trump’s nomination of Kevin Walsh to replace Jerome Powell as Fed chair, explaining why rate policy, a weakening U.S. dollar, and purchasing power matter for precious metals. He also breaks down why mining equities continue to lag metal prices, what could force a repricing across producers and juniors, and why the return of large financings signals a turning point after years of underinvestment in the sector. Recorded January 30, 2026. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:24 - Fed Chair Nomination and Market Reaction 02:23 - Gold and Silver Volatility Update 06:17 - Stock Market and Metals Price Disconnect 09:59 - Major Mining Transactions and M&A 16:49 - Financing Trends and Capital Returning to Mining 19:25 - Ethical Mining and Global Perspectives 21:34 - Chile’s Mining Policy and Closing Thoughts __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    24 min
  4. Newcore Gold Pushes Enchi Forward as Exploration Upside Grows | Luke Alexander

    -3 J

    Newcore Gold Pushes Enchi Forward as Exploration Upside Grows | Luke Alexander

    Newcore Gold (TSXV: NCAU) President and CEO Luke Alexander joins Kitco Mining’s Investment Trends with Paul Harris at VRIC 2026 to discuss advancing the Enchi gold project in Ghana’s Bibiani Shear Zone and how higher gold prices are shaping development decisions across Africa. Alexander says the company has expanded drilling to 45,000 m but is “still just scratching the potential across our entry project,” with more than 25 targets identified and only nine drilled so far. Recent high-grade results, including visible gold, are helping validate the geological model and support the potential for feeder zones similar to those that have driven significant resource growth at other major Ghanaian gold mines. Looking ahead to a pre-feasibility study targeted for June 2026, Alexander outlines how optimization work and a higher gold price environment could improve project economics. He explains that for every $100 move in the gold price, the project’s after-tax net present value increases by roughly $50 million, highlighting the leverage embedded in Enchi beyond the assumptions used in the 2024 preliminary economic assessment. The discussion also covers warrant expiry on Feb. 27, 2026, funding for expanded drilling, and the potential for a rerating as Enchi advances toward development and a possible production decision by 2029.  Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:36 – Enchi Project Update: Drilling Progress and Exploration Upside 01:56 – High-Grade Gold Results and Visible Gold Discoveries 05:35 – Pre-Feasibility Study Plans and Project Optimization 11:22 – Balance Sheet Strength, Warrants, and Funding Strategy 20:17 – Gold Market Dynamics, Africa M&A, and Valuation Gaps 23:56 – Key Catalysts, PFS Timeline, and Closing Remarks __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    25 min
  5. Silver’s Breakout Is Reshaping Silver Valuations | Jim McDonald

    -3 J

    Silver’s Breakout Is Reshaping Silver Valuations | Jim McDonald

    Kootenay Silver (TSXV: KTN; OTCQX: KOOYF) President and CEO Jim McDonald joins Kitco Mining’s Investment Trends with Paul Harris to explain why the silver bull market is forcing a rethink on valuations and why developers with scale are positioned for a catch-up move. McDonald says Kootenay’s approach is to build value by de-risking its assets while keeping strategic options open, adding, “we aim to be a seller.” McDonald discusses progress at the Columba Project in Chihuahua, Mexico, where Kootenay delivered a maiden inferred resource of 54 Moz silver grading 284 g/t and is drilling 50,000 m to expand wide, high-grade zones. He explains how vein thickness underpins project economics, noting, “The better the width, the lower that your cost.” The interview also highlights Kootenay’s pipeline of more than 300 Moz of silver equivalent across four deposits, the company’s strong capital position, and La Cigarra as a near-term inflection point, with a PEA expected in Q2 2026 that could mark its transition from explorer to developer as M&A interest builds in the silver sector. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:16 – Interview with Jim McDonald, Background and Company Overview 00:42 – Kootenay Silver’s Key Projects and Resources 04:18 – Business Strategy and Future Plans 06:58 – Columba Project Deep Dive and Expansion Potential 17:14 – Financial Position and Market Impact 32:27 – Promotional Activities and Market Perception __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    39 min
  6. Thesis Gold Lays Out Feasibility and Permitting Timeline | Ewan Webster

    -3 J

    Thesis Gold Lays Out Feasibility and Permitting Timeline | Ewan Webster

    Thesis Gold (TSXV: TAU; OTCQX: THSGF) President and CEO Ewan Webster joins Kitco Mining’s Investment Trends with Paul Harris to discuss advancing the Lawyers-Ranch gold-silver project in British Columbia’s Toodoggone District following a pre-feasibility study released in December. Webster said, “We really wanted to let the project speak for itself, and I think it very much did that.” The PFS outlines a 15-year mine averaging about 187,000 oz of gold equivalent per year at an all-in sustaining cost of roughly $1,185 per oz, based on conservative metal prices. Webster explains how grade, mine sequencing, and a brownfield development profile drive the project’s economics and leverage to today’s gold and silver market. Webster also outlines the path toward feasibility in the second half of 2027 and a potential construction decision in late 2028, noting that permitting began in December and is budgeted at roughly three years. On the broader opportunity, he said the Toodoggone is “the most exciting exploration district in Canada, if not North America at the moment.” The discussion also touches on Centerra Gold’s 9.9% strategic equity stake and First Nations participation as equity investors as Thesis Gold continues to de-risk toward development. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:27 – Thesis Gold Overview and B.C. Gold Project Introduction 00:54 – Lawyers-Ranch Project History and District Context 02:12 – Pre-Feasibility Study Results and Key Takeaways 04:45 – Project Economics, Grades, and Gold Price Leverage 07:17 – Exploration Upside and Feasibility Study Roadmap 08:53 – Strategic Partnerships and Toodoggone District Development 15:32 – Financing Position, Cash Balance, and Market Re-Rating 16:48 – Gold Sector M&A, Strategic Interest, and Data Room Access 18:16 – Key Catalysts and Outlook for 2026 21:10 – First Nations Equity Partnership and Closing Remarks __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    24 min
  7. Why Gold Stocks Are Undervalued on an Ounce-in-the-Ground Basis | Greg Kofford

    -3 J

    Why Gold Stocks Are Undervalued on an Ounce-in-the-Ground Basis | Greg Kofford

    Greg Kofford, Founder and CEO of Sorbie Bornholm, says geopolitical uncertainty continues to underpin precious metals. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Kofford said, “Precious metals respond to angst, fear consternation in the marketplace,” adding that silver’s recent strength followed a long period of underperformance relative to gold. He warned that a sharp reduction in political uncertainty could pressure prices. Kofford outlined Sorbie Bornholm’s differentiated investment model, which provides additional capital as share prices perform without shareholder dilution. “We actually have a structure that gives companies more money as their stock price performs without them issuing additional shares,” he said, noting that elevated prices have made capital easier to raise across the sector. On mining equities, Kofford said valuations have yet to fully catch up with metals prices. “Most of the companies are undervalued relative to historic valuations on an ounce in the ground versus an ounce out of the ground,” he said, adding that the transition from exploration to production remains the key valuation inflection point. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials. 00:17 – Sorbie Bornholm’s Non-Dilutive Investment Model 01:17 – Precious Metals, Market Angst, and Silver’s Catch-Up 02:37 – Geopolitics, Political Risk, and Metals Pricing 06:40 – Gold Stocks, Valuations, and the Path to Production 08:51 – How Mining Companies Should Communicate With Investors 11:56 – 2026 Outlook: Policy, Permitting, and Mining Momentum __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    15 min
  8. $6 Copper Still Isn’t Enough to Spark New Mine Development | Aurora Davidson

    -3 J

    $6 Copper Still Isn’t Enough to Spark New Mine Development | Aurora Davidson

    Aurora Davidson, president and CEO of Amerigo Resources, says copper prices near $6 per pound still fall short of incentivizing large-scale new mine development, underscoring how tight the global supply picture remains. Speaking with Kitco Mining at the VRIC 2026, Davidson said, “it doesn’t offset the risks involved in developing new copper mines,” pointing to high capital costs, long timelines, and permitting challenges that continue to slow new supply. Davidson said tailings reprocessing stands out as one of the few practical, near-term ways to increase copper output, allowing producers to extract value from existing operations rather than build new mines from scratch. She explained that Amerigo delivers steady copper production by processing fresh and historic tailings from Codelco’s El Teniente mine, using scale and location to operate efficiently even in a capital-constrained industry. She also highlighted Chile’s permitting bottlenecks as a growing constraint on future copper supply, noting that delays have become a critical issue for the sector. For Amerigo, Davidson said the focus remains on meeting production guidance, protecting margins, and returning capital to shareholders as copper markets and investment conditions continue to evolve. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials. 00:28 - Amerigo’s Tailings-Based Copper Business Model 00:54 - MVC Operations and Long-Term Partnership in Chile 04:03 - How Tailings Reprocessing Works at El Teniente 05:43 - Copper Prices, Supply Constraints, and Tailings Opportunity 10:07 - Capital Returns, Dividends, and Share Buybacks 17:51 - Chile’s Permitting Challenges and Copper Outlook __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    24 min

À propos

The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal companies will keep you informed and prepared. Our scope isn't limited to gold and silver mining; we also explore base metals like lead and iron ore, as well as critical minerals like copper, cobalt, graphite, lithium, manganese, neodymium, nickel, niobium, palladium, platinum, rhodium, tin, tungsten, vanadium, and zinc. Be informed about energy transition and the battery metal sector. Kitco has exclusive access to influential CEOs and investors, so you can make confident, informed decisions. We cover the entire resource sector, from exploration and development companies to miners and royalty and streaming firms. Stay ahead of the curve. Subscribe today! GOLD LIVE! APP - https://applications.kitco.com In-depth coverage - https://www.kitco.com/mining

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