Recommendations

MAG Silver Corp.

Peter Krauth, Silver Stock Investor (8/27/25) "Mexico's COFECE approved the acquisition of MAG by Pan American."

Stillwater Critical Minerals Corp.

Couloir Capital (8/15/25) "PGE is advancing carbon sequestration and hydrogen production."

Seabridge Gold Inc.

Michael Siperco, RBC Capital Markets (8/13/25) "SEA's Iskut offers promising longer-term upside aside from KSM."

Taylor Combaluzier, Red Cloud Securities (8/13/25) "SEA's Snip North target returned 0.48 g/t Au and 0.16% Cu over 729.1m."

MAG Silver Corp.

Peter Krauth, Silver Stock Investor (8/13/25) "MAG delivered a standout Q2/25, posting record net income."

Seabridge Gold Inc.

Mike Kozak, Cantor Fitzgerald (8/12/25) "Intervals from SEA's Snip North suggest a large gold-copper porphyry."

MAG Silver Corp.

Joe Reagor, ROTH Capital Partners (8/12/25) "MAG's Q2/25 financial results were somewhat above expectations."

Cosmos Chiu, CIBC World Markets (8/11/25) "MAG has maintained its approach to returning capital to investors."

Stillwater Critical Minerals Corp.

Taylor Combaluzier, Red Cloud Securities (7/31/25) "We are initiating coverage on PGE with a Buy rating."

Metallic Minerals Corp.

Peter Krauth, Silver Stock Investor (7/30/25) "The outlook for MMG is very favorable."

Bob Moriarty, 321 Gold (7/29/25) "I can assure you that MMG is cheap and will be moving higher."

MAG Silver Corp.

Joe Reagor, ROTH Capital Partners (7/23/25) "We are increasing our price target on MAG."

Perpetua Resources Corp.

Michael Siperco, RBC Capital Markets (7/18/25) "[We are] initiating coverage on PPTA with an Outperform rating."

MAG Silver Corp.

Peter Krauth, Silver Stock Investor (7/16/25) "It's official; MAG is being acquired by Pan American."

Goliath Resources Ltd.

Ron Wortel, Zacks Small-Cap Research (7/7/25) "GOT provides exposure to gold, silver and copper resource exploration."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (7/7/25) "GOT continues to have very good results."

Sun Summit Minerals Corp.

Brien Lundin, Gold Newsletter (Jefferson Financial) (6/26/25) "SMN's drill program could deliver some high-grade hits to the market."

Metallic Minerals Corp.

Peter Krauth, Silver Stock Investor (6/25/25) "MMG is a patience trade as La Plata could be a big prize."

Couloir Capital (6/25/25) "MMG is targeting higher-grade porphyry deposits at La Plata."

Peter Krauth, Silver Stock Investor (6/19/25) "MMG shares have doubled over the past year but are down slightly YOY."

Perpetua Resources Corp.

Mike Kozak, Cantor Fitzgerald (6/17/25) "PPTA completed an upsized $425M equity financing (from $400M)."

Mike Niehuser, ROTH Capital Partners (6/9/25) "PPTA was awarded $6.9M from the U.S. Army for testing of its antimony."

Jay Taylor, Gold, Energy & Tech Stocks (5/31/25) "PPTA was awarded up to $6.9M in 'defense funding.'"

Goliath Resources Ltd.

Clive Maund, CliveMaund.com (5/30/25) "A major bull market in GOT is only just getting started."

Perpetua Resources Corp.

Mike Niehuser, ROTH Capital Partners (5/23/25) "We expect PPTA to receive EXIM approval in the requested amount."

Mike Kozak, Cantor Fitzgerald (5/23/25) "We expect PPTA to receive a letter back from EXIM in 45–60 days."

MAG Silver Corp.

Cosmos Chiu, CIBC World Markets (5/21/25) "MAG noted it will make dividend payments until the transaction closes."

Perpetua Resources Corp.

Mike Kozak, Cantor Fitzgerald (5/20/25) "This completes federal permitting for PPTA's Stibnite Au-Sb project."

Lion One Metals Ltd.

Jay Taylor, Hotline (5/16/25) "LIO reported significant new high-grade gold results from Tuvatu."

MAG Silver Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (5/15/25) "I really like MAG here, an inexpensive way to buy Pan American Silver."

Peter Krauth, Silver Stock Investor (5/14/25) "The deal will give MAG shareholders 14% of Pan American shares."

Perpetua Resources Corp.

Mike Niehuser, ROTH Capital Partners (5/14/25) "PPTA should receive consideration for EXIM financing."

Coppernico Metals Inc.

Steve Therrien, 3L Capital (5/14/25) "COPR has been advancing its land package to generate drill targets."

Perpetua Resources Corp.

Heiko Ihle, H.C. Wainwright & Co. (5/13/25) "The final federal permit for PPTA's Stibnite is on track for Q2/25."

MAG Silver Corp.

Noble Capital Markets (5/12/25) "Post acquisition, MAG shareholders will own ~14% of Pan American."

Joe Reagor, ROTH Capital Partners (5/12/25) "MAG agreed to be acquired by Pan American Silver for cash and stock."

Chen Lin, What Is Chen Buying? What Is Chen Selling? (5/12/25) "MAG got taken over!"

Joe Reagor, ROTH Capital Partners (5/9/25) "In April 2025, MAG received $61.5M in cash from the Juanicipio JV."

Wayne Lam, TD Cowen (5/8/25) "MAG's Q1/25 financial results were ahead of consensus."

Ovais Habib, Scotiabank (5/8/25) "In Q1/25 at MAG's Juanicipio, 6,692m were drilled from underground."

Kevin O'Halloran, BMO Capital Markets (5/8/25) "MAG reported Q1/25 EPS of $0.28, ahead of BMO/consensus."

Cosmos Chiu, CIBC World Markets (5/8/25) "Six pilot holes were drilled at MAG's Deer Trail project in Q1/25."

Metallic Minerals Corp.

Peter Krauth, Silver Stock Investor (5/7/25) "MMG's La Plata could be an important source of U.S. critical minerals."

Lion One Metals Ltd.

Jay Taylor, Hotline (5/2/25) "LIO's drill results include multiple bonanza-grade gold intercepts."

Seabridge Gold Inc.

Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/25) "Gold's gains this year make SEA's KSM a fantastic optionality play."

MAG Silver Corp.

Peter Krauth, Silver Stock Investor (4/30/25) "MAG's 2025 outlook is very positive."

Joe Reagor, ROTH Capital Partners (4/28/25) "Q1/25 production at MAG's Juanicipio was above our estimates."

AbraSilver Resource Corp.

Peter Krauth, Silver Stock Investor (4/28/25) "We now have a discovery on our hands at ABRA's La Coipita."

Seabridge Gold Inc.

Jay Taylor, Hotline (4/28/25) "SEA and parties scheduled Sept. 22 to 29, 2025 for the court hearing."

Perpetua Resources Corp.

Jay Taylor, Hotline (4/25/25) "Its antimony is a legitimate reason to fast-track PPTA's Stibnite."

Mike Niehuser, ROTH Capital Partners (4/23/25) "We expect PPTA to soon make a formal application to EXIM."

MAG Silver Corp.

Kevin O'Halloran, BMO Capital Markets (4/23/25) "MAG reported Q1/25 silver production at Juanicipio of 4.5 Moz."

Lion One Metals Ltd.

Jay Taylor, Hotline (4/18/25) "LIO's mine ventilation upgrade at Tuvatu is a major milestone."

Metallic Minerals Corp.

Peter Krauth, Silver Stock Investor (4/16/25) "MMG signed a second gold royalty agreement at Australia Creek."

Seabridge Gold Inc.

Alberto Abaterusso, Seeking Alpha (4/3/25) "The tremendous value in SEA's portfolio greatly supports our Buy."

Lion One Metals Ltd.

Jay Taylor, Gold, Energy & Tech Stocks (3/31/25) "LIO appears now to be on the right track."

Seabridge Gold Inc.

Taylor Combaluzier, Red Cloud Securities (3/28/25) "SEA is evaluating its asset portfolio to unlock shareholder value."

Lion One Metals Ltd.

Jay Taylor, Hotline (3/28/25) "Ura at LIO's Tuvatu is a prime target for resource expansion."

Metallic Minerals Corp.

Peter Krauth, Silver Stock Investor (3/26/25) "MMG shares look undervalued and attractive to add on minor weakness."

MAG Silver Corp.

Peter Krauth, Silver Stock Investor (3/26/25) "MAG has serious ongoing discovery potential."

Joe Reagor, ROTH Capital Partners (3/25/25) "MAG announced an inaugural dividend; we view it as positive."

Kevin O'Halloran, BMO Capital Markets (3/24/25) "MAG reported Q4/24 EPS of $0.18, which matched our forecast."

Cosmos Chiu, CIBC World Markets (3/24/25) "Operationally, 2024 was a successful year for MAG."

Don DeMarco, National Bank of Canada (3/24/25) "With MAG's dividend, investors get paid a top yield among silver names."

Critical Metals / Other Metals Recommendations