Recommendations

Perpetua Resources Corp.

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."

Perpetua Resources Corp.

Heiko Ihle, H.C. Wainwright & Co. (3/21/25) "We expect continued interest in PPTA from institutional investors."

Jay Taylor, Hotline (3/21/25) "PPTA continues studies to evaluate a new antimony processing facility."

Lion One Metals Ltd.

Jay Taylor, Hotline (3/21/25) "A flotation circuit at LIO's Tuvatu should boost Au recovery to +90%."

Emerita Resources Corp.

Varun Arora, Clarus Securities (3/17/25) "[The] global resource of EMO's IBW came in at 25.77 Mt at 8.51% Zn eq."

Seabridge Gold Inc.

Taylor Combaluzier, Red Cloud Securities (3/13/25) "SEA announced a list of 16 objectives it plans to achieve in 2025."

Perpetua Resources Corp.

Mike Niehuser, ROTH Capital Partners (3/13/25) "PPTA is preparing its formal application to EXIM for debt financing."

Lion One Metals Ltd.

Jay Taylor, Hotline (3/7/25) "LIO achieved record mine operating income of $6,302,540 in Q4/24."

Giant Mining Corp.

Clive Maund, CliveMaund.com (3/2/25) "The 2-year chart makes it clear just what a bargain BFG is here."

Seabridge Gold Inc.

Nick Giles, B Riley Securities (2/27/25) "There are very few comparable developments today to SEA's KSM."

World Copper Ltd.

Clive Maund, CliveMaund.com (2/20/25) "Agreeing to sell Zonia is thought likely to lead to an uptrend in WCU."

MAG Silver Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/14/25) "MAG is a solid company for [a] lower silver price."

Lion One Metals Ltd.

Jay Taylor, Hotline (2/7/25) "LIO's marketed underwritten offering is for gross proceeds of CA$7.5M."

MAG Silver Corp.

Chen Lin, What Is Chen Buying? What Is Chen Selling? (2/3/25) "My top silver producers include MAG."

Lion One Metals Ltd.

Jay Taylor, Gold, Energy & Tech Stocks (1/31/25) "LIO is making steady progress in production and gold recoveries."

MAG Silver Corp.

Joe Reagor, ROTH Capital Partners (1/30/25) "Q4 and FY24 production at MAG's Juanicipio was above our estimates."

Kevin O'Halloran, BMO Capital Markets (1/29/25) "MAG's 2024 production exceeded revised guidance."

Lion One Metals Ltd.

Jay Taylor, Hotline (1/24/25) "LIO's best assay to date from zone 5 is 2,749.86 g/t gold over 0.3m."

MAG Silver Corp.

BMO Capital Markets (1/21/25) "MAG outperformed expectations throughout 2024."

Lion One Metals Ltd.

Jay Taylor, Hotline (1/17/25) "LIO's Q4/24 Au ounces recovered were 18% higher QOQ and a new record."

Perpetua Resources Corp.

Heiko Ihle, H.C. Wainwright & Co. (1/7/25) "PPTA's Stibnite has reserves of 4.8 Moz gold and 148 Mlb antimony."

Dolly Varden Silver Corp.

Stuart McDougall, Research Capital Corporation (1/7/25) "DV once again extended the Wolf vein system at its Kitsault Valley."

Marcus Giannini, Haywood Securities (1/7/25) "DV's high-grade endowment is an increasingly attractive target."

Perpetua Resources Corp.

Mike Kozak, Cantor Fitzgerald (1/6/25) "The ROD is the most important derisking milestone in PPTA's history."

Mike Niehuser, ROTH Capital Partners (1/6/25) "We believe PPTA will receive the remaining permits [for Stibnite]."

Michael Parkin, National Bank of Canada (1/5/25) "We expect PPTA's share price to outperform peers on the ROD news."

Lion One Metals Ltd.

Jay Taylor, Hotline (12/20/24) "New drill results from Zone 5 at LIO's Tuvatu include 1,517.79 g/t Au."

MAG Silver Corp.

Ventum Capital Markets (12/17/24) "Only 5% of MAG's Juanicipio properties has been explored to date."

Perpetua Resources Corp.

Jay Taylor, Hotline (12/13/24) "PPTA and Sunshine could produce up to 40% of U.S. antimony demand."

Mike Niehuser, ROTH Capital Partners (12/11/24) "PPTA is evaluating partnerships to refine its concentrate."

Mike Kozak, Cantor Fitzgerald (12/9/24) "PPTA potentially created an all-American antimony supply chain."

Critical Metals / Other Metals Recommendations