10 Company Interviews From This Week
CMIL.V | THX.TO | AUCU.CSE | LUCA.V | BYN.V | SIG.V | SLVR.V | OZ.V | VZLA | KTO.V
A packed week of interviews covering new discoveries, expansion strategies, operational performance, and 2026 growth plans across gold, silver, and copper explorers and producers. From IOCG potential in Spain to district-scale drilling plans and construction decisions, these conversations highlight where momentum is building heading into the next phase of the metals cycle.
Capella Minerals (CMIL.V)
Headline: Expanding into Europe’s IOCG Opportunity
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New earn-in agreement adds the Solana IOCG copper-gold project in southern Spain
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Strategic portfolio growth focused on large-scale, high-impact systems
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Exploration roadmap outlines catalysts for 2026
Thor Explorations (THX.TO)
Headline: Strong Operations and Exploration Momentum
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Q4 and full-year 2025 production update from Segilola Mine
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Exploration advances across Segilola, Douta, Guitry, and Marahui
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Balancing cash flow generation with organic growth
Inflection Resources (AUCU.CSE)
Headline: High-Grade Discovery with a Major Partner
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New high-grade gold discovery at the Trangie Project
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AngloGold Ashanti advancing exploration as partner
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What this discovery means for scale and follow-up drilling
Luca Mining (LUCA.V)
Headline: Operational Review and Growth Setup
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Q4 and full-year 2025 operational performance review
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Metallurgical studies targeting recoveries and margins
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Expanded exploration programs heading into 2026
Banyan Gold (BYN.V)
Headline: High-Grade Silver Adds a New Twist
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Multiple high-grade silver drill results at AurMac
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What silver credits could mean for project economics
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Ongoing drilling aimed at growth and resource expansion
🔗 https://www.kereport.com/2026/01/21/banyan-gold-multiple-high-grade-silver-drill-results-at-aurmac/
Sitka Gold (SIG.V)
Headline: Expanding RC Gold with New Discoveries
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New discoveries continue to expand the RC Gold Project
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Major drill program planned for 2026
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District-scale potential driving the exploration thesis
Silver Tiger Metals (SLVR.V)
Headline: Breaking Down the El Tigre Underground PEA
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Visual walk-through of the El Tigre Project
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Key takeaways from the underground PEA
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Path toward development and value unlock
Valkea Resources (OZ.V)
Headline: New Leadership, Clear Vision
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New President Thomas Credland outlines strategy
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Five Finnish gold projects under one focused plan
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Exploration priorities and upcoming catalysts
Vizsla Silver (VZLA)
Headline: From Drilling to Construction Decisions
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2026 roadmap includes construction decision points
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Continued drilling aimed at growth and confidence
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Long-term vision for cash flow and scale
K2 Gold (KTO.V)
Headline: Drills Turning with More on the Way
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SI2 drilling currently underway
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Mojave drilling program coming next
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Clear exploration cadence through 2026
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SLVU, daily, Dec 1st, $76, today, Jan 26th, $269…
https://www.tradingview.com/x/WgiQ6WP4/
That’s where the money is!
SLVD, daily, Dec 1st, $13.82, today, Jan 26th, $2.77…
https://www.tradingview.com/x/WICQsm4Z/
Holders getting punished!
Spanky, maybe you’re in the wrong stocks? Im having a great year so far..
kinda feeling like this…
https://www.youtube.com/shorts/RJirkV6IX2s
Oh, my stocks are up huge off of the bear market lows (EXK and HL) on an absolute basis, but they haven’t even taken out their highs from 2021 vs silver yet
Give us some names of silver miners that are crushing silver over the last few years much less the last 4 months. Thanks.
Only an absolute idiot would incur the risk associated with these dregs only to underperform a hunk of metal sitting in a basement safe.
First Andes Silver 5-6x off its bottom
Impact silver 4x off its bottom
Pan American 6-7x off bottom and surpassed 2021 high
First Magestic 7-8x off the bottom surpassed 2021 high
bcm 5-6x off its bottom
highlander silver 45-55 off its bottom and no thats not a miss print
Fortuna Silver 5-6x off its bottom
There is at least 10 more that I wont share that are explorers and small cap and im in the green.. All are approaching midway points of the 2020/2021 highs.
An idiot would not recognize a monthly chart versus a daily or weekly. A seasoned person would know we are in the eye of the storm and have lifted off already.
I’m not going to go through all of the names you provided just yet, but for example, AG isn’t remotely close to its 2021 peak vs silver. In fact, as of today, AG is STILL down at least 65% from its 2021 peak priced in silver! That is insane underperformance.
Off its low vs silver, AG is up a piddling 30%, in exchange for massive operational and political risk.
Another home run from Santa Cruz today.
The company announced Q4 production of 3,739,019 silver equivalent ounces and 1,343,607 ounces silver.
These are sizable increases over Q3 silver equivalent ounces produced of 3,424,817 and 1,241,929 ounces silver.
… News Flash… Silver tanks $117 to $111 causing sell off in silver stocks, 🤣
Dan, good to see you posting! Many investors will be blown away by how high silver will go before an intermediate decline.. I say 4-6 weeks still to the upside.
best wishes
I’ll keep that timeline in mind, good luck to all.
I said I wasn’t going to sell any bullion coins until I could get CAD $200/ coin, we are not that far off with the premiums now if you can get the coins at all. A 1997 SML is over $200, that was the year Buffet bought so much the mint had to stop production.
https://www.ebay.ca/b/1997-Canadian-Maple-Leaf-Silver-Bullion-Coins/177653/bn_105864501
I bought more IPT today but it could still reach .41 before turning up. There’s a gap there from the 12th which is only obvious on the daily chart, not here:
https://schrts.co/iYhMsCzB
Hi Matthew. I bought SM. The chart looks ok, many say now is a good time for oil stocks. Trading at discount to book. Thank you.
Hi Alex, I think SM is a great play since I think oil’s next significant move will be up and probably starting soon.
I’ve been watching CTRA for a break out of this 4 year base:
https://schrts.co/YAMmxJrI
Alex, I took a closer look at your pick and I like it, technically and fundamentally. Downside risk seems minimal when you consider how cheap $60 oil really is when adjusted for inflation.
https://schrts.co/TEBBFtIx
Thank you very much, Matthew, for the SM chart and comment. Appreciate it very much. I did know that the stock was trading at 2 bucks in 2020. Some good money was made. All the best.
P/E of 3.0 and a dividend yield of 4%. It’s a US stock but looks like a Canadian stock.
I bought a bit today also at $0.47. One of my silver charts showed a gap over the weekend from $103 up to $108, that gap has been filled today and the price has started up again. This chart does not show a gap…
I do not think this is the start of the correction that so many have been waiting for. Everything about it says it’s a shakeout. The $130 area that I mentioned probably won’t even cause a stumble.
For those that don’t have much investment experience and watch the shows or read in here, USA.to is a prime example of how oversold conditions got and how much the pendulum needs to swing the other way. Most stock will do that and more.
glen
HL, one of the strongest miners across the entire PM sector over the last 6-7 months, closed down 11% vs silver today on a day silver itself closed up 5%.
HL itself also put in a bearish outside reversal candle today.
The HL:SLV ratio could be building out the right shoulder of an inverted h&s, but that’s an optimistic spin on what has been disappointing underperformance since September. We will only know in hindsight whether the concern is meaningful.
Silver, 15m…
I’ve been thinking about IPT. When i posted recently that it was intriguing i could have mentioned other equally intriguing jr. producers such as GSVR to name just one.
Fourth quarter earnings will price in average silver of $55/oz. Projecting earnings for the quarter are ‘intriguing’ too.
In Q3 IPT lost $600K in which the new Plomosas mine lost $2M attributable to a combination of startup costs and cleanup costs for an incident involving some mix of rain, mud and equipment required.
Plomosas achieved 75% production in Q3 and hopefully 100% has now been reached.
Without the Plomosas loss IPT would have earned $1.4M in Q3. All of that revenue came from long-established silver operations which produced just under 150,000 ounces.
I’ll assume Q4 production will be the same as Q3. Anticipating Q4’s $55/oz silver, the increased $15/oz times 150,000 ounces adds $2.25M to Q3’s profit* of $1.4M.
Remember, for the sake of this exercise i’ve completely stripped Plomosos out. Its the wild card. It could lose money, break even or profit.
Whether or not the Q4 earnings implied by this speculative calculation moves the stock they are NOT the whole story.
Because Q1 earnings are coming. Whatever price silver averages this quarter, its going to be sky high. Silver spent three whole days in the 70s this month. Otherwise its been a sprint to $109 as i write. It could correct. It could go higher. Your guess is as good as mine (just like for IPT earnings) but say silver averages $90 for Q1, well, is that conservative? Could be. Its also astronomically higher than Q4’s $55 silver. And $90 is $19 less than spot silver as i write.
Implied Q1 earnings are more than intriguing…use your own superlative. And IPT’s share price come May? June?
IPT shareholders will be richly rewarded. Patience through the Q4 earnings report may be required.
Cheers.
Brixton sparking a move…
https://www.tradingview.com/x/31LeCtIV/
Natural Gas : Pull Back Zone
https://www.tradingview.com/x/MsKFywTD/
DOLLAR : Bottoming Process?
People dumping SLVU and jumping to SLVD…
SLVU, at $235 with volume of 600K already…
SLVD, at $3.05 with volume of 800k already… 15m delay charts are old news.
I am not saying that these ETFs are the cause of the silver dump today but more of a proxy across the ETF landscape. The volumes are spiking…
Silver, 15m… potential for a squeeze up IMO.
Did people sell long and bought short and now have to deal with silver rising again? I was there when I was trying to call the top also, it’s a fools game trying to call THE top.
There was a 1% premium on the short side this morning but that is now flattening out.
Premium is creeping over in favour of the long side now.
Even my MTG (Magic, the Gathering) cards from the mid 1990s + are going up in value, 😂
Santacruz, SCZ, 4h…
Has anyone else noticed that the, let’s say, sub twelve cent PM stocks are holding their prices today?
GDX to 85 +/- Possible.
QQQ & SPY = TQ.TT (7).
FOMC Rates Tomorrow.
Markets Downturn?
USD looks like it will close below the lower 200 day bollinger band today. There is a lot of energy at the disposal of this move lower if it chooses to use it.
Silver, nice finish!
Silver up 10% and my miners barely able to muster 50% of that today so far. The divergence is concerning.