The Deep Dive

There is only so much you can learn from reading filings. The Deep Dive may have built itself off the back of scouring regulatory filings and social media for the purpose of due diligence, but after years of investing in venture capital, we came to the realization that time behind a screen only goes so far. So, we did what any logical investor should do – we decided we wanted to start putting boots on the ground to actually see what our dollars were being invested in. Our goal is to visit a number of venture names in person – whether that be junior explorers, biotech research facilities, or whatever – in an effort to show retail investors at home what exactly they are supporting with their hard-earned dollars. Financial statements and news releases are only one part of the business. They may describe what a company is doing, but often these filings lack a demonstration of the actual scale of an operation, or the effort being undertaken to deliver for shareholders. For our first episode of our new video series, which we’ve named 'DD-On-The-Go,' we reached out to our good friend John-Mark Staude, whom is CEO of Riverside Resources (@rivres ). We traveled all the way to the Sonoran Desert of Mexico to sit down with him to learn about Project Generators, what they’ve got going on at the La Union Project, and to discuss the current state of junior exploration. $RRI.v #Gold #mining #resource #smallcaps https://lnkd.in/gRKRwfXe

Interview with Rob McEwen, Chairman and Chief Owner of McEwen Mining Inc. (NYSE: MUX) (TSX: MUX), at the Precious Metals Summit 2024 in Beaver Creek. #copper #gold #mining #resources #Smallcap #thedeepdive $MUX https://lnkd.in/gMkSNyS8

Interview with Shawn Khunkhun, CEO & Director of Dolly Varden Silver (TSXV:DV) (OTC:DOLLF) (FSE: DVQ1), at the Precious Metals Summit 2024 in Beaver Creek #Silver #Mining #Gold $DV.v https://lnkd.in/gjbqWWz6

Interview with Sean Roosen, Chair and CEO of Osisko Development Corp. (NYSE: ODV, TSXV: ODV), at the Precious Metals Summit 2024 in Beaver Creek. #Gold #Silver #PreciousMetals #Mining https://lnkd.in/gExCJJ-C

#Silver #Mining #interestrates #recession #finance In this interview, Craig Hemke of TF Metal Report discusses the changing perception of Canada in light of Prime Minister Trudeau's policies, and compares the political situations in Canada and the US. He shares his thoughts on investing in precious metals, particularly focusing on silver and gold mining companies. Hemke expresses skepticism about many exploration companies and advises investors to be cautious and seek expert guidance. He analyzes the current economic outlook, suggesting that interest rates have peaked and will likely decrease due to structural limitations in the US economy. Hemke predicts an imminent recession and criticizes the Federal Reserve's approach to monetary policy. He concludes by discussing his website, TF Metals Report, which provides daily analysis and a community for precious metals investors. https://lnkd.in/g6uz6ZKH

First Majestic Silver (TSX: AG) (NYSE: AG) is expanding its asset base in Mexico, announcing this morning that it has entered into a definitive agreement to acquire Gatos Silver (TSX: GATO), a silver producer with operations based in Chihuahua, Mexico. The transaction is premised on the consolidation of three world-class producing silver districts within Mexico, which is to provide the foundation for an intermediate primary silver producer. On a pro-forma basis, First Majestic is expected to boast annual production of 30-32 million silver equivalent ounces, at an all-in sustaining cost between US$18 and US$20 per ounce. Gatos Silver currently holds a 70% interest in the Cerro Los Gatos mine, which is based in the state of Chihuahua. The underground operation is expected to add 9 million ounces of silver equivalent production to First Majestic, based on 2024 guidance figures. The company also holds concessions covering 103,000 hectares of unencumbered land at Cerro Los Gatos. First Majestic is expected to derive over 50% of its revenue from silver on a pro-forma basis, versus a 30% average among intermediate silver producing peers. The addition of Gatos meanwhile is anticipated to bolster free cash flow for First Majestic to the tune of US$70 million per year. READ: First Majestic Silver Reports Topline Revenues Of $136.2 Million For Second Quarter The arrangement will see Gato shareholders receive 2.55 common shares of First Majestic for each share held, implying consideration of US$13.49 per common share based on yesterday’s closing price of First Majestic, a 16% premium. The figure amounts to a total transaction value of US$970 million. “The acquisition of Gatos Silver is a highly compelling and transformative transaction that meaningfully enhances First Majestic’s operating platform through the addition of 70% of Cerro Los Gatos – a high quality, long-life, unencumbered, free cash flow generating asset in the mining-friendly state of Chihuahua, Mexico. Mexico is a country that First Majestic has operated in for over 20 years, and we are extremely excited to deploy our operating expertise within these mining districts to deliver operational synergies and exploration success for our shareholders,” commented Keith Neumeyer, CEO of First Majestic on the transaction. The transaction is currently expected to close in early 2025, subject to regulatory approvals. First Majestic Silver last traded at $7.14 on the TSX. LINK:: https://lnkd.in/gVqrNzxN #Mining #Gold #Silver $AG $GATO

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Silver $300, Copper $40: 2030 Outlook | Craig Parry - Vizsla Silver https://lnkd.in/g9CSdnB4 #Silver #Copper #Resource #Mining #Finance

Top-10 Ranked Global Copper Project: 100K Tons/Yr by 2028 | Christian Easterday Hot Chili Ltd IR (ASX/TSXV: HCH) (OTCQX: HHLKF) https://lnkd.in/gcmjKMEJ #Copper #Mining #Resource #Finance

Be a Contrarian or Be a Victim - Rick Rule on Resource Investing https://lnkd.in/g6ea9bw9 #Gold #Silver #Copper #Resource #Finance