Unearthing the Stand-Out Plays in Mining

Sharp, bias-free coverage you can weigh on your own terms.

Previous insights

july 8, 2025

Copper‑Gold Giant Awakening in the Philippines

A massive resource base with a restart plan — returns could be damn huge.

St. Augustine Gold and Copper is the little Toronto‑listed company behind the King‑king project in Davao de Oro, Philippines.  The project covers 184 mining claims  and contains a monster resource: a 2013 preliminary economic assessment valued it at US$1.78 billion (after‑tax) with a 24 % internal rate of return and a 2.4‑year payback using copper at US$3/lb and gold at US$1 250/oz.

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june 23, 2025

The Pebble Sleeping Giant in Alaska

A colossal copper–gold–molybdenum resource that just won’t die.

Northern Dynasty’s Pebble project in Alaska’s Bristol Bay region isn’t just big — it’s biblical.  The proposed open‑pit mine hosts a measured and indicated copper resource of 6.5 billion metric tons and another 4.5 billion tons inferred .  Molybdenum, gold and silver resources add 1.26 million t, 53.82 million oz and 249.3 million oz respectively .  Company management calls it “one of the greatest stores of mineral wealth ever discovered”  — and they aren’t exaggerating.

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june 7, 2025

Building Canada’s Next Copper: Palladium Mine

Permitted, financed and ready to break ground in Ontario.

Generation Mining is advancing the Marathon copper‑palladium project in Northwestern Ontario. The property spans 21 873 hectares across 46 leases and 933 claim cells  and hosts a total measured and indicated resource of around 1.09 billion pounds of copper from 244 million tons at 0.2 % grade. A March 2025 feasibility study gave the project an after‑tax net present value of US$1.07 billion with a 27.6 % internal rate of return and a 1.9‑year payback.

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may 28, 2025

Brazilian Copper‑Gold Revival with Eye‑Popping Economics

High grades, high returns and serious exploration upside at Cabaçal.

Meridian Mining is developing the Cabaçal copper‑gold project in Brazil’s Mato Grosso state.  A pre‑feasibility study released in March 2025 pegged the operation’s post‑tax net present value at US$984 million with an internal rate of return of 61 % and a payback period of just 17 months. The planned 10.6‑year mine is expected to produce 169 647 metric tons of copper  and benefits from measured and indicated resources totalling 204 470 metric tons of contained copper from 51.43 million tons of ore grading 0.4 %.

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may 16, 2025

Rebooting a Legendary Canadian Gold Mine

The Madsen mine is back! Bigger, badder, and ready for H2 2025.

West Red Lake Gold Mines (WRLG) is a junior miner with a simple plan: revive the historic Madsen mine and explore its 47‑sq‑km land package in Ontario’s famous Red Lake district. The Madsen underground mine produced about 2 million ounces of high‑grade gold between 1936 and 1971 , and the surrounding district has yielded more than 30 million ounces .  According to a January 2025 BMO report, WRLG is the only single‑asset company launching production in a tier‑one jurisdiction this year. Talk about a rare bird!

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april 28, 2025

Doubling Down on Green Lithium in Brazil

Carbon‑neutral lithium output set to soar as Sigma adds a second plant.

Sigma Lithium is already one of the world’s lowest‑cost producers of carbon‑neutral lithium concentrate, operating its first Greentech plant in Brazil .  But management isn’t content with status quo.  They are building a second Greentech industrial plant that will double capacity and help feed the electric‑vehicle battery supply chain.

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