News from April 2026

04/29/2026

Analysis

Updated: Golden Minerals Co

Golden Minerals is a project generator with projects in Argentina and Nevada. The Sarita Este and Desierto I & II projects are in Salta Province located near First Quantum's Taca Taca project. Sand Canyon in Nevada is a gold-silver early-stage project... more

04/29/2026

Analysis

Updated: Kingfisher Metals Corp

Kingfisher Metals is a project generator focused in Canada. Their large HWY 37 property (220,000 acres) in British Columbia is a significant discovery. Their market cap has exploded from under $10M a few years ago to over $100M. It has a 12-kilometer... more

04/29/2026

Analysis

Updated: Dynasty Gold Corp

Dynasty Gold is a project generator with one project in Ontario, Canada called Thundercloud and another in Nevada named Golden Repeat. Thundercloud is in the central Wabigoon greenstone belt, an Archean gold district with nearby mines like the Rainy... more

04/29/2026

Analysis

Added: CANEX Metals Inc

Canex Metals is a project explorer. They are drilling what appears to be a significant discovery in Arizona. Their Gold Range project (4,000 acres) has several discovery holes, although no large G-M (gram-meter) holes yet. The largest was 59 meters at 1... more

04/28/2026

Analysis

Updated: Juggernaut Exploration

Juggernaut Exploration is a project generator with gold projects in British Columbia, Canada. Their flagship project is the Big One project that is in a 22 km corridor where melting glaciers have exposed over 500 gold-rich veins, with Bingo another... more

04/27/2026

Analysis

Updated: Majestic Gold Corp

Majestic Gold is a small producer in China. They are currently producing about 20,000 oz (their 53% share) at an open pit and underground mine. Most of their resources are for an open pit next to the underground mine. I would estimate the underground... more

04/27/2026

Analysis

Updated: Arizona Metals Corp

Arizona Metals Corp is drilling two projects in Arizona. I'm not sure if they are an exploration or development company. Investors are valuing them like a developer, and their CEO is someone who builds and operates mines. They had a whopping $650 million... more

04/26/2026

Analysis

Updated: PPX Mining Corp

PPX Mining (previously Peruvian Precious Metals) has a small gold project in Peru. So far they have found around 500,000 oz of gold equivalent oz (including silver) at pretty good grades (2 gpt gold and 70 gpt silver). The company presentation is not... more

04/26/2026

Analysis

Updated: Kingston Resources Ltd

Kingston Resources is a small gold producer in Australia. They have been producing an open pit (Mineral Hill) and tailings and plan to transition to underground mining in 2025. In 2024, they raised $20 million using debt and equity to mine underground....... more

04/26/2026

Analysis

Updated: Kingston Resources Ltd

Kingston Resources is a small gold producer in Australia. They have been producing an open pit (Mineral Hill) and plan to stop mining in July 2026 and then transition to underground mining in 2027. In 2024, they raised $20 million using debt and... more

04/26/2026

Analysis

Updated: Patronus Resources

Patronus Resources (previously Kin Mining) is developing a gold project (Cardinia-Mertondale) in Western Australia. It is a 1 million oz (1 gpt) resource (four deposits) with a pre-feasibility study. Construction was started once before, and then they... more

04/26/2026

Analysis

Updated: Talisman Mining Ltd

Talisman Mining is a project generator focused in Australia. They have two large properties. Lachlan in NSW is 1.5M acres. One project in South Australia ,Gawler Craton is 2M acres. Both are still early exploration, which is why their have a low FD mkt... more

04/26/2026

Analysis

Updated: Red Metal Ltd

Red Metal Ltd is a project generator focused in Australia. They have several properties they are drilling, but no significant discovery yet. They do have one rare earth discovery (Sybella) in Queensland that they are advancing, and it seems to be their... more

04/25/2026

Analysis

Updated: Starcore Intl. Mines Ltd

Starcore International is a small gold producer in Mexico, with annual production of approximately 10,000 AuEq oz at their San Martin mine. They have high costs and are generating only a small profit at current gold prices. San Martin has limited... more

04/25/2026

Analysis

Updated: Wia Gold Ltd

Wia Gold is an Australian development company focused in Africa. They are advancing a significant discovery (Kokoseb) in Namibia (South Africa). The maiden resource was 1.3M oz at 1 gpt AU in 2023. It then grew to 2.2M oz at 1 gpt in 2024, and 3M oz in... more

04/24/2026

Analysis

Updated: Harmony Gold Mining Co.

Harmony Gold Mining is a major, with an FD market cap of $11 billion. They are a 1.5 million oz producer. Their problem is that all of its producing mines are in South Africa, which could limit their FCF multiple. They have large resources, with 11... more

04/24/2026

Analysis

Updated: Compass Gold Corp

Compass Gold is trying to become a small gold producer focused on West Africa (Mali). They control two large properties (Tarabala and Moribala) with multiple targets spread across 250,000 acres. The area is surrounded by several large gold mines, but... more

04/24/2026

Analysis

Updated: KGHM Polska Miedz S.A.

KGHM Polska. I had never analyzed this stock because their website is in polish. I used Grok to translate the data. Woo-woo. We can now include it on GSD. They produce 40M oz of silver in Poland and have 2B oz's of resources, and 700M oz of reserves. The... more

04/24/2026

Analysis

Updated: Medallion Metals Ltd

Medallion Metals is advancing a gold/copper project in Western Australia. Ravensthorpe (75,000 acres) is a 1.6M oz AUEQ resource with good gold grades (5 gpt UG and 2 gpt open pit), plus .6% CU. I wish they were calling it a gold mine with copper offsets, more

04/23/2026

Analysis

Updated: Abcourt Mines Inc

Abcourt Mines has made slow progress over the years. They seem to have finally begun to move forward. They have a fully permitted mill (750 tpd) and both Sleeping Giant and Discovery have enough resources to keep it fed for many years. They released... more

04/23/2026

Analysis

Updated: Highway 50 Gold Corp

Highway 50 Gold is a project generator in Nevada and Canada with four Nevada-based projects (Gold Knob, Golden Brew, Quito North, Johnson Canyon) and a 50% option on the Monroe property in British Columbia. Their main focus is Gold Knob where they are... more

04/23/2026

Analysis

Updated: Chakana Copper

Chakana Copper is advancing a silver discovery (La Joya) in Peru. Recent drill results showed 4.5 meters at 323 gpt Silver. They believe that there is the potential to find gold and copper there as well. They are planning to drill aggressively. Their... more

04/23/2026

Analysis

Updated: Goldstone Resources

Goldstone Resources has a project in Ghana (Homase). They are ramping up production at the Homase open-pit mine, which hosts 600,000 oz at 1.7 gpt AU. They are targeting 20,000 oz of annual production. Currently, they are producing around 5,000/year....... more

04/23/2026

Analysis

Updated: Dakota Gold Corp

Dakota Gold (formerly Dakota Territory Resource Corp) is advancing the old Homestake property in South Dakota. The Homestake mine produced 40M oz. They have 10 properties on 48,000 acres, including 13,000 acres on private land. The CEO said he would like... more

04/22/2026

Analysis

Updated: Rio2 Ltd

Rio2 Ltd (acquired Atacama Pacific in 2018) has a large gold project (Fenix) in Chile. It is a 5 million oz, low grade (.4 gpt) oxide surface mine (75% recovery rate). Phase 1 began production in January 2026. Production is at 20,000 tpd, with expected... more

04/22/2026

Analysis

Updated: RPX Gold

RPX Gold (previously Red Pine Exploration) is building a large gold mine (Wawa) in Canada (Ontario). Their Wawa project (17,000 acres in Ontario) contains 1.7M oz of gold. They released a strong PEA with an NPV of $680M at $4500 gold. The capex is $50M... more

04/22/2026

Analysis

Updated: Dome Gold Mines

Dome Gold Mines has 3 gold properties in Fiji covering 95,000 acres. However, they found a magnetite deposit (Sigatoka) of 190 million tons (11% magnetite). They say they are close to production at Sigatoka, but they don't give much details on how they... more

04/21/2026

Analysis

Updated: Granada Gold

Granada Gold (previously Gold Bullion Development) has a gold project (Granada) in Quebec, Canada. It is undervalued with an FD market cap of only $13 million, although they working capital issues. It is both a surface mine with good grades (500,000 oz... more

04/21/2026

Analysis

Updated: Mirasol Resources Ltd

Mirasol Resources is a project generator with projects in Chile and Argentina. Their flagship is Sobek in Chile along with others in Argentina, such as Claudia and Virginia, that they have optioned or sold to provide funding for Sobek, and others listed... more

04/21/2026

Analysis

Updated: Orex Minerals Inc

Orex Minerals is a project generator in Mexico and Canada. They've made a significant transition this past year with the sale of their flagship property to Silver Viper in order to focus on their other assets. They currently have three remaining... more

04/21/2026

Analysis

Added: BMC Minerals Ltd

BMC Minerals is advancing a large polymetallic project in Canada (Yukon). The KZK project has 400M oz at 600 gpt AGEQ. It has a DFS to produce 32M oz AGEQ at $11 AISC for 9 years. That is a short mine life for a mine of this size, but they will likely... more

04/21/2026

Analysis

Added: Blossom Gold Inc

Blossom Gold is advancing a open pit gold project (Blossom) in Nevada. It's a 1.4M oz .6 gpt AU deposit. They plan to do a DFS and permitting in 2027. They are targeting 2028 to be construction-ready, with production in 2030. We do not have preliminary... more

04/19/2026

Analysis

Updated: Xali Gold Corp

Xali Gold (XGC) is a project generator with two projects in Peru and two in Mexico. Their flagship is Pico Machay in central Peru, with Las Brujas in northern Peru, located near Newmont’s Yanacocha mine. Mexican assets include the El Oro Hard Rock and... more

04/19/2026

Analysis

Updated: Sierra Madre Gold and Silver Ltd

Sierra Madre Gold and Silver is focused in Mexico. They are a new company that had an IPO in 2021. They have four properties. The main focus appears to be the La Guitarra Mine they acquired from First Majestic in May 2022. First Majestic now owns 44% of... more

04/19/2026

Analysis

Added: Altair Minerals Ltd

Altair Minerals is advancing a gold project in Guyana (Greater Oko). It is on a large property (150,000 acres) next to Gmining's 9M oz project. This is why it has a $200M FD mkt cap with only a 250K oz deposit. However, it has excellent geology and... more

04/18/2026

Analysis

Updated: NV Gold Corp

NV Gold is a project generator focused in Nevada. They have 16 properties and several of them look interesting. Plus, they have an experienced team. The chairman owns 7%, the CEO owns 2% and Eric Sprott own 6%, so they have a focused team. They... more

04/18/2026

Analysis

Updated: Melkior Resources Inc

Melkior Resources is a project generator with several projects in the Abitibi region of Canada. Their flagship is Carscallen (10,000 acres) in West Timmins, Ontario. Genex is another in Timmins, along with Beschefer East and Maseres in Quebec. They also... more

04/18/2026

Analysis

Updated: Middle Island Resources Ltd

Middle Island Resources is a project generator based in Australia. They seem focused in Serbia, where they have three large properties of 500,000 acres each. They appear to be drilling all three: Timok, Bobija, and Priboj. They are finding gold and... more

04/18/2026

Analysis

Added: Bellavista Resources Ltd

Bellavista Resources is advancing a large gold project in Canada (Ontario). Their Pickle Crow project (125,000 acres) has a 2.8M oz deposit at 7 gpt AU. It is both an open-pit and underground project. They own 80% and are well funded with around $15M in... more

04/17/2026

Analysis

Updated: Zacatecas Silver Corp

Zacatecas Silver is a project generator focused on Mexico with two main projects on 20,000 acres and several newly acquired prospects. The Zacatecas Silver project is located in the Fresnillo silver belt and Esperanza is advanced-stage gold in the... more

04/17/2026

Analysis

Added: Valiant Gold Ltd

Valiant Gold was created using an IPO spin-out from Westgold Resources in 2026, which kept 44% of the shares. They have two properties (50,000 acres) in Western Australia. Reedy has about 15 discovery areas, and Comet has about 7 discovery areas. Both... more

04/17/2026

Analysis

Added: Valiant Gold Ltd

Valiant Gold was created using an IPO spin-out from Westgold Resources in 2026, which kept 44% of the shares. They have two properties (50,000 acres) in Western Australia. Reedy has about 15 discovery areas, and Comet has about 7 discovery areas. Both... more

04/16/2026

Analysis

Updated: Panther Metals PLC

Panther Metals is a project explorer focused in Canada. Their main project is in Ontario (Big Bear) and has 8 properties (12,000 acres). All of which are early exploration that have not been drilled. They recently added two more properties in Ontario: more

04/16/2026

Analysis

Added: Sixty North Gold Mining Ltd

Sixty North Gold Mining is trying to become a gold producer in Canada. They acquired a past producing mine (Mon) in the NWT. It is located in an isolated area with poor infrastructure. It is a small property (1200 acres) without a historical resource. It... more

04/14/2026

Analysis

Updated: Silver Mines Ltd

Silver Mines Ltd is trying to become a mid-tier silver producer. Their Bowdens project (500,000 acres) in NSW is the largest undeveloped silver project in Australia (170 million oz). It is low grade (60 gpt), but has zinc and lead offsets (400 million oz... more

04/14/2026

Analysis

Updated: Greatland Resources Ltd

Greatland Resources (previously Greatland Gold) is a London-based stock with several exploration properties (600,000 acres) in Australia and Tasmania. One of those properties (Havieron) is an 8M oz AGEQ (including copper), with 7M oz of AU at 1.3 gpt.... more

04/14/2026

Analysis

Updated: Discovery Silver Corp

Discovery Silver became a mid-tier gold producer in 2025 when it acquired the 16M oz Porcupine project (350,000 acres) in Ontario, Canada, from Newmont. This large property (350,000 acres). Porcupine just began production and has a long mine life of at... more

04/14/2026

Analysis

Updated: Gold Basin Resources Corp

Gold Basin Resources is currently a project generator in Arizona under new management in a transition that, once completed, will become a district-scale exploration play. Following a period of corporate distress (a trading halt on May 7, 2025 for failure... more

04/14/2026

Analysis

Added: Trinity One Metals Ltd

Trinity One Metals is a project generator with projects all over the world. I'm not sure if they have a focus. They have projects in Mongolia (Victory), Australia (Western Wood), and Ecuador (Silver-1). They do not have a company presentation, so I have... more

04/12/2026

Analysis

Updated: Galleon Gold Corp

Galleon Gold (formerly Pure Nickel) acquired Explor Resources in 2019. Explor had several properties, including the West Cache project. The deposit is 1.5M oz at 2.5 gpt. It has PEA from 2022. The capex is around $120M to produce 85K oz a year with a $100 more

04/12/2026

Analysis

Updated: Sonoro Gold Corp

Sonoro Gold was created in 2011 by the principals of Pediment Gold following its takeover by Argonaut Gold. They are trying to become a small gold producer in Mexico with an advanced project in the permit stage. They plan to use the projected cashflow to... more

04/12/2026

Analysis

Added: Fredonia Mining Inc

Fredonia Mining is a project generator focused in Argentina. They have a large low-grade gold/silver project (El Dorado) that has 1.5M oz AU at .6 gpt, plus 50M oz AG at 20 gpt. It is a large property (15,000 acres) with many drill targets. The deposit... more

04/11/2026

Analysis

Updated: Torex Gold Resources Inc

Torex Gold Resources is a large gold producer in Mexico. In 2026, they will produce around 400,000 oz AUEQ at $1800 AISC and around $2800 breakeven (FCF) per oz. They will complete open pit mining in 2025, and then will mine three underground mines (Morel more

04/11/2026

Analysis

Updated: Fresnillo Plc

Fresnillo is a major with an FD market cap of $35 billion and is perhaps the largest silver producer at 50 million oz per year (plus 600,000 oz of gold). They have high costs, but it is still a very profitable company. FCF is currently over $2B at... more

04/11/2026

Analysis

Added: BP Silver Corp

BP Silver is a new exploration company focused in Bolivia. They have two early exploration projects. Cosuno (7,500 acres) is a discovery that they are drilling. I'm surprised at their $64 FD mkt cap. Their biggest hole is 38M at 116 gpt. That's not... more

04/09/2026

Analysis

Updated: Royal Gold Inc

Royal Gold is one of the world’s leading precious metals stream and royalty companies. Following the major strategic acquisitions of Sandstorm Gold and Horizon Copper in late 2025, Royal Gold’s portfolio has expanded significantly. They now hold a... more

04/09/2026

Analysis

Updated: Cassiar Gold Corp

Cassiar Gold is a project generator focused in British Columbia. Cassiar (60,000 hectares) has two separate gold projects. Cassiar North (Taurus) has an inferred resource of 1.4 million oz (1.1 gpt), plus 29,000 meters of drilling. Taurus is growing... more

04/09/2026

Analysis

Updated: S2 Resources Ltd

S2 Resources is a project generator based in Australia. They have a significant nickel discovery in Western Australia, Polar Bear. They are drilling 6 target areas. It appears to be a large nickel mine. They also have several early exploration gold... more

04/09/2026

Analysis

Updated: Silver Viper Minerals Corp

Silver Viper Minerals is a high-growth exploration company that has recently moved into the "major" category for Mexican exploration. After being named a 2026 TSX Venture 50 Top Performer following a 450% run in 2025, the company is pivoting toward... more

04/09/2026

Analysis

Updated: Gold Royalty Corp

Gold Royalty Corp. is a precious metals-focused royalty company offering a balanced portfolio of leverage to gold prices and lower-risk exposure to mining through its royalty and streaming model. Since its 2021 IPO, the company has grown into a... more

04/09/2026

Analysis

Added: Forrestania Resources Ltd

Forrestania Resources is a small producer in Australia. Their company presentation is from 2024, yet it has an FD mkt cap of $450M. They have around 500,000 acres in Western Australia, including a small producing mine (Forrestania) that has 200K oz at 1... more

04/08/2026

Analysis

Updated: Predictive Discovery Ltd

Predictive Discovery is an emerging gold developer focused on the Bankan Gold Project in Guinea’s Siguiri Basin. Bankan is recognized as one of the largest and most significant gold discoveries in West Africa in recent years, positioned within a region... more

04/08/2026

Analysis

Updated: Trident Resources Corp

Trident Resources is a gold-focused exploration company that has rapidly consolidated a district-scale land package in the La Ronge Gold Belt of Saskatchewan, Canada. Led by CEO Jon Wiesblatt and Chairman Tim Termuende, the company is reviving past-produc more

04/08/2026

Analysis

Updated: Denarius Metals

Denarius Metals (formerly Denarius Silver) was formed in 2021. They have a strong connection with Aris Mining, which owns 11% of their shares. Their Chairman (Serafino) was the founder of Aris Mining. He is trying to build another large company similar... more

04/08/2026

Analysis

Updated: Alpha Exploration Ltd

Alpha Exploration is a project generator that had an IPO in 2021 and is focused on Eritrea (East Africa). They hold a large property on 180,000 acres (Kerkasha) and is currently conducting early exploration on multiple targets such as Anagulu, Aburna,... more

04/08/2026

Analysis

Updated: White Cliff Minerals Ltd

White Cliff Minerals is an Australian-based explorer focused on high-grade "critical minerals" across massive, district-scale projects in Canada and Australia. The company has recently pivoted to focus on high-grade uranium, copper, and silver in the... more

04/07/2026

Analysis

Updated: Luca Mining

Luca Mining (formerly Altaley Mining and Telson Mining) is a gold/silver/base metals producer in Mexico (50% revenue from gold and silver). They acquired Campo Morado in 2017, which has 900K oz AU at 1.7 gpt, plus 66M oz AG at 120 gpt, plus significant... more

04/07/2026

Analysis

Updated: Matsa Resources

Matsa Resources was a small gold producer in Australia that ceased production in 2021. They retained ownership of the Lake Carey project (on 100,000 acres), which includes the following deposits: Red October with 244,000 ounces at 5.6 g/t (underground),... more

04/06/2026

Analysis

Updated: Auris Minerals Ltd

Auris Minerals is a gold (and copper) exploration company in Australia. They have 9 early exploration projects (1000,000 acres) in Western Australia. Including Cashmans, Cheroogna, Morck Well, Forrest, Durack East, Wodger, Horseshoe Well, Milgun, and... more

04/06/2026

Analysis

Updated: Aurania Resources Ltd

Aurania Resources is a project generator led by Dr. Keith Barron (who famously discovered the Fruta del Norte deposit). The company’s flagship is the Lost Cities – Cutucu Project in southeastern Ecuador, which covers a massive 200,000 hectares. They... more

04/06/2026

Analysis

Updated: Alaska Silver

Alaska Silver (previously Western Alaska Minerals) is an exploration-stage project generator focused on high-grade Carbonate Replacement Deposits (CRDs) in Alaska. Their flagship Illinois Creek Project is being developed as a potential district-scale... more

04/06/2026

Analysis

Updated: Kobo Resources Inc

Kobo Resources is a gold exploration company focused on its 100%-owned Kossou Gold Project in Côte d’Ivoire. The project is strategically located directly adjacent to Perseus Mining’s multi-million ounce Yaouré gold mine, sharing similar geological... more

04/06/2026

Analysis

Updated: Black Bear Minerals Ltd

Black Bear Minerals (previously James Bay Minerals) is advancing a gold project in Nevada and a near term re start silver project in Texas. Their Independence project has a 1M oz (6.5 gpt AU) underground deposit, plus a 250K oz (.4 gpt AU) open pit... more

04/04/2026

Analysis

Updated: Auric Mining Ltd

Auric Mining is a small gold producer in Western Australia. They mined 10,000 oz in 2023 at their Jefferys Find property and made a $1M profit. it is a small project with an expected growth to 20,000oz potential. They plan to expand production in... more

04/04/2026

Analysis

Updated: Everest Metals Corporation Ltd

Everest Metals is trying to become a small gold producer in Western Australia. They have three projects that are small deposits. Revere is their focus. It has mineralization on a 7-kilometer strike. They are doing some bulk sampling using a low-cost... more

04/03/2026

Analysis

Updated: KEFI Gold and Copper

Kefi Minerals has a large gold project in Ethiopia. The Tula Kapi (80% JV) open pit and underground project has 1.2 million oz (their share) and is growing in size. The PEA is economic with low cash costs around $800 per oz. The capex is high at $370... more

04/03/2026

Analysis

Updated: Andean Precious Metals Corp

Andean Precious Metals Corp is a silver producer in Bolivia. They acquired the San Bartolome mine from a private company. They produced 4.5 million oz (90 gpt) in 2025. All of their production comes from third-party sources. They get paid to process the... more

04/01/2026

General

March 2026 Newsletter Posted

March 2026 Newsletter Posted. more

News from April 2026

Calendar

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