Lahontan Gold (LGCXF/ LG)
LGCXF/ LG has been a top 40 gold pick of Don's for the past 12-16 months. If you watch this interview, you can see Don is excited about the upside potential:
https://t.co/wcX3Vre1KK
0:57 Gold
1:50 IMetal (IMRFF, IMR) is directly adjacent to McFarlane, which is around the 5mil oz gold level
2:45 NexGold (NXGCF, NEXG) 7mil oz of gold in Canada
3:11 Paramount Gold (PZG) Sleeper (#2 project) in Nevada already has 3mil oz of gold...and their #1 gold project in Oregon is being "fast tracked"
3:34 Rua Gold (NZAUF, RUA) PEA is out - more gold/antimony news planned June-Sep
4:00 1911 Gold (AUMBF, AUMB) on track to be producing gold in 2027 in Canada
4:24 Don on (NZAUF, RUA)
5:16 Don on (AUMBF, AUMB) "this is one of my favorite junior companies"
6:16 Don on (NXGCF, NEXG) "they are getting no value for the Goliath complex...and Goldboro is undervalued"
6:50 Don on (PZG) "this is a good gold stock to buy and wait for the outcome"
7:44 Don on (IMRFF, IMR) "they should come on the show and show us how they are congruent to McFarlane's success" IMRFF/ IMR mgmt told us they are a 25-30min walk from where McFarlane is finding a lot of gold
8:39 John on PZG's potential
9:43 Don on PZG's potential "we are getting the 3mil oz gold Sleeper deposit for free currently"
10:44 John discusses that PZG's best news in history hit 1/30/26 at 1.74....at recording, stock was at 1.47
12:00 John introduces Kimberly Ann CEO of Lahontan Gold (LGCXF, LG)
LGCXF is in Nevada USA closing in on 2mil oz...but they are hi grade, low cost ounces. Cashed up.
Catalysts:
--Releasing MRE June 2026
--Releasing PEA Sep 2026 (no PFS needed)
--Gold production planned for 2027 (Mgmt stated construction is not your typical 18 months...but rather just 4-6 months)
Other notes:
--$1000-1100 AISC for gold is extremely low vs gold junior peers.
--Current payback on last PEA was 18 months. CEO stated "a short 9-14 month payback period is our goal"
--Company has no royalties or streams on the project holding back the potential upside.
@DarrenWHaynes@ADogNamedFitzy A lot of empty seats in the lower bowl last night, granted they were probably already paid for but it was Saturday night. Not a good way to head into a new arena.
2026 Toronto MIF/PDAC Top Picks
Potential 20+ Bagger at $6500 gold / $150 silver
Andean Silver (Production in Q1 2028).
Blue Lagoon Resources (New producer in Canada. Excellent production growth potential).
Cassiar Gold (Pivoting to development. Long-term development project).
Denarius Metals (Growing production in Colombia).
Lahontan Gold (Production likely in 2027).
Rua Gold (Production in H1 2028).
Silver One Resources (PFS due in 2026. Planning to build the mine).
Silver Tiger Metals (Production in 2027).
Spanish Mountain Gold (Construction planned for 2028. Planning to build the mine).
Potential 10+ Bagger at $6500 gold / $150 silver
1911 Gold (Production in 2027).
Avino Gold & Silver (Organic growth to 8M oz AGEQ).
McFarlane Lake Mining (5M oz in Ontario, growing to 7M to 10m. Mkt $60m).
Norsemont Mining (PEA due in 2026. Planning to build the mine).
Santacruz Silver (Adding 200 tpd at Soracaya in Q4 2026, then ramping up in 2028).
Scottie Resources (Production in 2028).
Silverco Mining (Production in 2026).
Silver Storm Mining (Production in 2026)
Talisker Resources (Production growth to 100K in 2028, and 200K by 2032).
Vista Gold (Construction-ready expected in 2027).
*Disseminated on behalf of Kingman Minerals Ltd. (TSXV: KGS)
✨ Not all gold stocks are priced the same
👑 With gold trading near US$4,800/oz, several gold juniors trade at discounted valuations. This chart highlights where the market is paying less per ounce — with Kingman Minerals trading well below peer EV/resource levels.
🔎 Discover more analyst insights at https://t.co/DxoTUoSeM6
*Based on a report dated Jan 28, 2026
*Past performance is not indicative of future results