Small Cap Mining

[Justin Millette @jmillette77]

Is Agnico Eagle cheap here?
$AEM $AEM.to

[Anfield Energy Inc. @Anfield_Energy]

🚀 Anfield Energy advances the Shootaring Canyon Mill restart with refurbishment underway and license renewal progressing. Production remains targeted for 2027

https://t.co/ScPICb2WTB

#Uranium #NuclearEnergy $AEC

[Thomas George @thomasg_grizzle]

Grizzle Critical Minerals Roundtable ⛏️ Wednesday, June 10th, 2026

Exceptional insights on deck: copper, uranium, cobalt & silver 🔥 Featuring:
◾️Tracy Shuchart, Hilltower @chigrl @HilltowerRA
◾️Corey Dias @Anfield_Energy $AEC @CoreyDias
◾️Christian Easterday @HotChiliLimited $HCH
◾️Kevin Flynn @EcoraRoyalties $ECOR
◾️Michael Williams @AftermathSilver $AAG

[Dr. Copper🔋🌎⛏️ @CopperBullish]

#Copper - $6.64 in new all time high teritory

[Oliver Groß @minenergybiz]

BlackRock sees merit in large-scale mining M&A 👀⛏️
https://t.co/V0A6NkWbCo

[Rob Weir @robweir2]

https://t.co/1Q8tunisJ1

[Terry Lynch @terrybali]

A single piece of drill core from our Nisk project can be worth over $2,000. Most investors have never seen margins like this in any sector. Here's what makes high-grade polymetallic discovery so different:

When people hear "mining," they think heavy equipment and tight margins.

What they don't see is what's inside the rock.

Power Metallic's Lion Zone is a zoned polymetallic system. Copper. Nickel. Palladium. Platinum. Gold. Silver. All in one deposit.

That means a single drill core intersection can carry four or five revenue streams, not one.

There are only a handful of significant systems like this on the planet.

The economics of high-grade polymetallic aren't like gold or lithium. The metal basket creates margin density that most investors have simply never been exposed to.

This is why 15 billionaires invested.
This is why we raised C$50 million.
This is why we funded a 100,000-metre drill program through 2026.

The margin story is the thesis.

Full conversation: https://t.co/icf4kdliTS

$PNPN $PNPNF

[West Red Lake Gold Mines Ltd. @WestRedLakeGold]

Investinglive: Gold could nearly double, $8K, as emerging market central banks ditch the USD for bullion

$WRLG $WRLG.v $WRLGF

“Deutsche Bank has outlined a scenario in which accelerating central bank de-dollarisation pushes gold to $8,000 an ounce within five years, as emerging market institutions sitting on just 16% gold allocations show significant room to buy further.”

Read the article: https://t.co/X0K9YJ9PK8

#westredlakegold #westredlake #gold #mining #goldmine #tsxv #otc #miningexploration #wrlg #wrlgf

[Thomas George @thomasg_grizzle]

Great points, esp. on nuclear power. #uranium (north American assets in particular) remains very undervalued relative to the broad AI levered equity universe.

[West Red Lake Gold Mines Ltd. @WestRedLakeGold]

$WRLG $WRLG.v $WRLGF

“Its A Marathon, Not A Sprint”:

CEO Shane Williams discusses the promise West Red Lake Gold made to the market when we first acquired the Madsen Mine: to bring the mine back into production responsibly.

Commercial production is real proof that WRLG's systems, processes and management are effective, and ensures Madsen keeps producing gold for years to come.

#westredlakegold #westredlake #gold #mining #goldmine #tsxv #otc #miningexploration #wrlg #wrlgf #rampingup

[Robert Friedland @robert_ivanhoe]

Copper just hit a fresh all-time record high, powered by surging AI data center demand. Citi says it’s time to chase the move higher. 

The message hasn’t changed: copper is the fundamental metal of the global economy, and there simply isn’t enough of it. AI, electrification, and the broader energy transition are colliding with persistent supply constraints. Mines take decades to build, permitting remains broken, and existing operations face growing headwinds.

At @IvanhoeMines_ we’re proud to be delivering some of the world’s highest-grade copper from Kamoa-Kakula and advancing the next wave of projects.

The supercycle isn’t coming, it’s here.

Early innings still.

https://t.co/lkXrOpZOzw

[Terry Lynch @terrybali]

I don't usually talk about our stock price. But what's happening right now doesn't add up, and investors deserve a frank take.

Since our last financing at $1.45:

→ Underlying commodities are up at least 60%
→ We've added 6x more land adjacent to our discovery
→ We dropped 95% recovery results when analysts were modeling 80%
→ We're fully funded with 65,000m of drilling this year

The stock? Mostly sideways until Iran Conflict and then it fell to $.90.

Meanwhile, Foran just sold for $3.6 billion - with roughly the same amount of contained metal we have on the ground. Yes they are ready to produce and have done a great job derisking. Not saying we're equal. Not yet anyway. But all the steps they took. We're taking now!

I've been in mining long enough to know that when fundamentals diverge this far from price, it tends to correct. And it tends to correct fast.

We're not sitting around. Mineral Resource Estimate is coming in Q3 - probably July. PEA follows end of Q4. NYSE or Nasdaq listing we expect to come after that. And we have 40 holes to come from winter program and another 35-40,000 of drill results flowing through the rest of the year.

The value is there. The catalysts are lined up. How long the market takes to catch up is the only open question.

Note since we changed the narrative a month ago at the Roth Conference our shareholder base is doing the math

$PNPN $PNPNF $IVV1

[Capital 10X @capital10x]

Anfield Energy ⛏️ Updated PEA: The Significant Value of the Uranium & Vanadium Hub-And-Spoke Production Strategy | $AEC #URANIUM - @@CoreyDias, CEO @Anfield_Energy

TOPICS:
0:00 Intro
0:03 The Key Drivers of the Significant NPV Uplift
1:05 Capex Discipline
1:39 The PEA's Positive Impact on Financing
2:12 Key Operational Milestones
3:02 Capital Requirements on the Path Towards Production
4:01 The Valuation Uplift Ahead

[Terry Lynch @terrybali]

One of the most common mistakes I see investors make in mining:

They compare grades.

5% copper sounds better than 2% copper, right?

Not necessarily.

Here's what actually determines whether a deposit makes money - Net Smelter Return.

NSR accounts for everything that happens after you pull rock out of the ground.

Recovery rates. Smelter charges. Transport costs. Penalties. Credits for byproduct metals or even better separate payable streams.

A 4% copper deposit with significant payable streams in Platinum Palladium Gold and Silver averaging 95% recovery can return more dollars per tonne than a 10% deposit with complex metallurgy and no byproducts.

This is exactly why polymetallic systems like the Lion Zone change the economics.

When you're recovering copper, nickel, palladium, platinum, and gold from the same rock - those payables stack.

The NSR per tonne climbs in ways that single-commodity deposits simply can't match.

Grade gets the headline.
NSR gets the mine built.

Watch the metallurgy results. That's where the real story is.

$PNPN $PNPNF $IVV1

--Terry

[Capital 10X @capital10x]

Power Metallic Hits 17.45 Meters of 9.47% CuEq. While Delineating Lion Zone ⛏️ $PNPN #COPPER

◾️17.4M of 9.47% CuEq and 6.3M of ~18% CuEq
◾️Strong definition drill results support MRE to be released in Q3
◾️Continuing to expand its world class polymetallic deposit in Ontario

Press Release: https://t.co/sMiqomzStt

[Power Metallic @PowerMetallic]

Power Metallic intercepts 17.45 Meters of 9.47% CuEqRec¹ in Hole 26-094 and 39 Meters of 5.66% CuEqRec¹ in Hole 26-101 at Lion
https://t.co/f4UxA054tn

[Duane Hope @DuaneHope5]

BHP⬆️Production Guidance

$BHP Op Review: #Copper production est. in the⬆️1/2 of its 1.9-2.0M t range, driven by⬆️throughput at Escondida, performance at Antamina.

Despite⬆️fuel & consumables costs (ex. Iran/US War) lean operations mitigate pricing pressures.
$HCH $ECOR $HCH

[Western Uranium & Vanadium (CSE: WUC) @WesternUranVan]

Nuclear energy stands in a league of its own: unmatched energy density, near-zero emissions at scale, and reliable 24/7 output.
#uranium #nuclearenergy

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

China Imports Most Silver Ever in March
Investment and industrial demand drove inflows from the world (BBG)

[West Red Lake Gold Mines Ltd. @WestRedLakeGold]

Korelin Economics Report: "West Red Lake Gold Mines – More High-Grade Gold Assays Returned From The 904 Complex At The Austin Zone, Including 5.35 meters at 215.46 g/t Gold"

Read the full article here: https://t.co/EXMz96UyMD

$WRLG $WRLG.v $WRLGF #westredlakegold #westredlake #gold #mining #goldmine #goldstocks #tsxv #otc #otcqx #goldstocks #wrlg #wrlgf