7 Company Interviews From This Week – FURY, DMX, TSG, RUA, LUCA, AZS, BYN
This week’s conversations covered gold, silver, uranium, and copper exploration stories, along with key operational and financial updates. From standout drill results to permitting progress and project financing, here are the highlights you don’t want to miss.
Fury Gold Mines (FURY)
Strategic PEA, strong drill results, and multiple active projects
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Released a Preliminary Economic Assessment for the Eau Claire deposit.
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Sakami drilling returns promising results, expanding potential scale.
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Committee Bay drilling adds more blue-sky upside.
🔗 Listen to the Fury Gold Mines interview
District Metals (DMX.V)
Uranium push in Sweden amidst policy shifts
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UAV survey reveals new targets across Swedish projects.
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Discussion on Sweden’s uranium moratorium and political climate.
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Stock volatility tied to uranium sentiment and exploration catalysts.
🔗 Listen to the District Metals interview
TriStar Gold (TSG.V)
Permitting steps forward at 2.5Moz Castelo de Sonhos project
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Updates on advancing the environmental permitting process.
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Exploration work continues to unlock further growth potential.
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Positioning as a significant gold development story in Brazil.
🔗 Listen to the TriStar Gold interview
RUA Gold (RUA.V)
New Zealand-focused gold explorer with scale potential
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Two district-scale gold projects under active exploration.
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Building momentum as a fresh name in the gold space.
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Plans for drilling and upcoming catalysts outlined.
🔗 Listen to the RUA Gold interview
Luca Mining (LUCA.V)
Operations, debt reduction, and growth strategy
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Review of Q2 production and financial performance.
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Significant debt repayment progress underway.
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Ongoing metallurgical test work and exploration upside.
🔗 Listen to the Luca Mining interview
Arizona Gold & Silver (AZS.V)
Best drill hole yet at Philadelphia Project
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New drill results mark the strongest hole to date.
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Continued exploration confirming high-grade mineralization.
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Advancing toward defining a larger gold-silver system.
🔗 Listen to the Arizona Gold & Silver interview
Banyan Gold (BYN.V)
High-grade results and expanded drill program at AurMac
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Drill results confirm strong grades across multiple zones.
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Now holds 100% ownership of the AurMac project.
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Drill program expanded to 40,000 meters for 2025.
🔗 Listen to the Banyan Gold interview
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We’d also love to hear from you! Email us your questions for the companies we interview or suggestions on who you’d like to see featured: Fleck@kereport.com | Shad@kereport.com
My portfolio has tripled since Jan 3, 2025… I concentrate my holdings more than you have and hedge every couple months if things look dicey. I did poorly late last year trading Nat Gas and took cash out so was starting quite low.
I am currently high in cash from Friday and have a bit of a hedge on too. I’m not afraid to miss on some up move to lock in such great profits though, as you say… happy trading!
Congrats Dan on your portfolio tripling this year thus far. Really well done sir!
I talked to a number of other investors up 50% – 300% when in Beaver Creek, and it is wonderful that resource investors are having a banner year. Yes, since I hold a more diversified portfolio I’m still pretty happy being up 188% thus far in 2025. My goal is to outperform the ETFs, which are also diversified in a similar number of stocks, and they are up about 110%-115% YTD.
Agreed, I’m starting to raise more cash, and trim a few outsized gainers, so that I can pounce on any pullbacks.
Well, today was surely and epic bull market day, with many gold and silver stocks gapping up at the open and then charging full steam ahead for the balance of the day.
Now the portfolio is up 202% YTD. This is developing into something that could be a generational opportunity unfolding here…
Ex, I’m glad you were at Beaver Creek, I missed it again this year. I think you should shuffle on down to TO one of these years and attend PDAC. With the miners in the crosshairs maybe that should be March next year. All the best! DT
Hi there DT. Beaver Creek was really great this year, and it was nice to see everyone in the flesh and share some stories, trading ideas, and adult beverages together.
Yeah, maybe one day I’ll buzz into Toronto and do the PDAC mega-conference…. but thus far I’ve still never been to that event. Cheers!
Matthew said the move to 1000 will be fast when it breaks above 700…ish
Thanks Dan, that’s something I don’t remember.
The quarterly chart looks phenomenal for the first time ever in my opinion. It has looked good before but not phenomenal! This is now a market that will be bought aggressively when it corrects.
https://schrts.co/ecBxqhur
Monthly
https://schrts.co/xjMeAuBA
Is Gold:Silver ready to bounce? I doubt it…
https://schrts.co/MgpKRBhB
“We have clearance Clarence… ” Silver,
… this one
Good one Dan! I love that quote from the movie Airplane. Haha! 🙂
Yeah, look at Silver go… now it’s above $44…
Gold, Silver, PM Stocks, and Post-Beaver Creek Conference Takeaways
Excelsior Prosperity w/ Shad Marquitz (09-21-2025)
https://excelsiorprosperity.substack.com/p/gold-silver-pm-stocks-and-post-beaver