Core Viewpoint - First Majestic Silver's stock has dropped 9% due to declining gold and silver prices, which is concerning for investors in the mining sector [1]. Group 1: Gold and Silver Price Trends - Gold prices reached an all-time high of $5,419.80 per ounce on January 28 but fell to nearly $4,500 in early February, currently sitting at $4,878 [2]. - Silver prices peaked at $116.58 per ounce on January 28, dropped to $66, and have since fluctuated, currently priced at $73.40, remaining below the critical $80 mark [3]. Group 2: First Majestic Silver's Financial Outlook - First Majestic is expected to report Q4 earnings soon, with analysts predicting earnings of $0.23 per share, significantly higher than Q4 2024 profit, but full-year earnings are only projected at $0.34 [4]. - The stock is currently priced around $21, resulting in a P/E ratio exceeding 61x if earnings targets are met, which may be considered expensive [4][5]. Group 3: Investment Considerations - Analysts from The Motley Fool Stock Advisor have identified ten stocks as better investment opportunities than First Majestic Silver, suggesting caution for potential investors [6].

Cautionary Statements Cautionary Note Regarding Forward-Looking Statements The information contained in this presentation contains "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of Canadian securities legislation, in particular, but not limited to, the future price of commodities and the estimation of future production. There can be no assurance that forward-looking statements will pro ...

This is my second time covering Sibanye Stillwater Limited ( SBSW ), a global company that produces large amounts of Platinum Group Metals, or PGMs, and is also expanding into battery minerals such as lithium. Sibanye operates minesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclos ...

Core Viewpoint - Sibanye Stillwater Limited (SBSW) is a global producer of Platinum Group Metals (PGMs) and is expanding into battery minerals like lithium [1] Group 1: Company Overview - Sibanye operates mines that produce significant amounts of PGMs [1] - The company is also focusing on the growing market for battery minerals, indicating a strategic diversification [1] Group 2: Investment Focus - The analysis primarily targets small- to mid-cap companies, which are often overlooked by investors, but occasionally includes large-cap companies for a broader market perspective [1]

Core Viewpoint - Kingsmen Resources Ltd. is advancing exploration programs on its 100% owned Las Coloradas and Almoloya projects in Chihuahua, Mexico, following a successful financing round that fully funds these initiatives [1][2]. Group 1: Las Coloradas High Grade Silver Project - The Las Coloradas project has confirmed shallow, high-grade silver-gold mineralization that remains open in all directions, with multiple large-scale targets yet to be tested [2][5]. - The 2025 drill program intersected high-grade silver and gold mineralization in five holes, with significant results including 1.15 meters at 525 ppm Ag and 0.185 ppm Au in hole LC-25-004 [3][4]. - Upcoming drilling will focus on step-out and deeper drilling around the Soledad and Soledad II vein systems, with approximately 700 meters of the Soledad structure remaining to be tested [5][9]. Group 2: Almoloya Gold/Silver Project - The Almoloya project, located 30 km north of Las Coloradas, includes past-producing mines and shows strong potential for gold-silver discoveries due to its historical production and extensive underground workings [10][11]. - The Cigarrero Mine, part of the Almoloya project, has a history of high-grade production, with approximately 1.25 million tonnes of ore grading 600 g/t Ag, 40% Pb, and 25% Zn [12]. - Kingsmen plans to conduct reconnaissance exploration and diamond drilling on the gold-bearing structures in 2026, focusing on the Juliettas prospect which shows high exploration potential [11][13]. Group 3: Exploration Potential - Both projects are situated in historically productive mining districts with geological similarities to major silver-gold deposits in Mexico, indicating significant untapped potential [14][17]. - The Las Coloradas project covers a historic mining district with numerous previously exploited mines, while the Almoloya project consolidates fragmented claims with extensive historical data available for exploration [15][14]. - New priority drill targets are emerging at the Saddle and Silvia/La Plata zones, highlighting the district-scale discovery potential at Las Coloradas [9][8].

Thesis Gold Rebrands to Thesis Gold & Silver [Accessibility Statement] Skip NavigationVANCOUVER, BC, Feb. 17, 2026 /PRNewswire/ - Thesis Gold Inc. ("Thesis", "Thesis Gold & Silver", or the "Company") (TSXV: TAU) (OTCQX: THSGF) (WKN: A3EP87) is pleased to announce that it will change its name to "Thesis Gold & Silver Inc.", effective February 20, 2026 (the "Name Change"), to better reflect the Company's corporate strategy and the significant silver endowment at its 100% owned Lawyers-Ranch gold-silver Projec ...

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced Goliath Resources Ltd. (TSX-V: GOT; OTCQX: GOTRF), a precious metals project generator, has qualified to trade on the OTCQX® Best Market. Goliath Resources Ltd. upgraded to OTCQX from the OTCQB® Venture Market. Goliath Resources Ltd. begins trading today on OTCQX under the symbol “GOTRF.” U.S. investors can find current financia ...

Core Insights - Starcore International Mines Ltd. reported significant improvements in production at its San Martin Mine for the third fiscal quarter ended January 2026, following the resolution of preg-robbing issues [2][5] - The company successfully extended high-grade ore bodies in the northern part of the operation, with new mining yielding approximately 5 grams of gold and 80 grams of silver per ton [3] - Preparations for a new survey in the northern concession area are underway, focusing on anomalies identified in previous geophysical studies [4] Production Results - Ore milled increased by 1% quarter-over-quarter to 52,609 tonnes, and year-to-date production rose by 10% to 158,816 tonnes [6] - Gold equivalent ounces produced were 2,162, marking a 16% increase from the previous quarter, although year-over-year production decreased by 6% [6] - Gold grade remained stable at 1.33 grams per ton, while silver grade improved by 26% to 18.29 grams per ton compared to the previous quarter [6] - Gold recovery rates increased by 11% to 85.72%, while silver recovery rates decreased by 6% to 46.37% [6] Strategic Focus - The company aims to concentrate on higher-grade extensions to enhance metal production and profitability, aligning with its guiding principle of maximizing shareholder value [5] - The ongoing exploration and mining efforts are expected to contribute positively to the company's production and financial performance in the upcoming quarters [3][4]

Company Developments - BHP Group has entered into a long-term silver streaming agreement with Wheaton Precious Metals, securing an upfront cash payment of $4.3 billion upon completion [2][9] - The agreement focuses on silver output from BHP's share of the Antamina mine, with Wheaton paying 20% of the spot price per ounce of silver at the time of delivery, allowing BHP to crystallize the value of its silver by-product [3][9] - BHP reported mixed H1 2026 results, with an underlying profit of $6.20 billion, slightly below the expected $6.22 billion, and net income of $5.64 billion, significantly below the consensus estimate of $6.25 billion [4][9] - Despite the bottom-line misses, BHP showed operational strength with an underlying EBITDA of $15.46 billion, surpassing the forecast of $15.09 billion, and declared an interim dividend of $0.73 per share, exceeding the $0.65 estimate [5][9] Industry Insights - Canada has appointed a new chief trade negotiator to the United States, indicating a strategic shift in managing bilateral trade relations amid evolving industrial policies [6][9] - U.S. steel capacity utilization stood at 77.8% for the week ending February 14, according to the American Iron and Steel Institute, serving as a key indicator of domestic manufacturing health and construction demand [7][9] - Global financial markets experienced limited movement due to holiday-thinned trading and soft U.S. inflation data, which has influenced expectations for upcoming interest rate cuts by the Federal Reserve [8][9]

Core Viewpoint - Wheaton Precious Metals Corp. has announced the acquisition of an additional silver stream from the Antamina Mine in Peru through a partnership with BHP, increasing its silver production significantly and enhancing its cash flow profile [1][2]. Transaction Overview - Wheaton's subsidiary, Wheaton Precious Metals International Ltd., has entered into a Precious Metals Purchase Agreement with BHP for their 33.75% share of silver production at Antamina, raising Wheaton's total silver stream to 67.5% [1]. - The acquisition is expected to add approximately 6.0 million ounces (Moz) of silver production per year for the first five years and 5.4 Moz per year for the first ten years [1]. - Total attributable silver production from Antamina is projected to average 12.0 Moz per year over the first five years and 10.8 Moz per year over the first ten years [1]. Financial Impact - The upfront payment for the acquisition is $4.3 billion, which represents only 6.5% of Wheaton's total market capitalization, indicating strong strategic fit and accretion potential [1]. - The transaction is expected to increase Wheaton's 2026 production by 11.3% on a pro forma basis [1]. - Wheaton anticipates generating over $3.2 billion in cash flows in 2026 and more than $10 billion through 2028, providing ample capacity to manage new debt and fund growth opportunities [2]. Asset and Production Profile - With the addition of Antamina, approximately 76% of Wheaton's 2026 production is forecasted to come from mines in the first quartile of their respective cost curves, enhancing overall portfolio diversification [1]. - Antamina is recognized as one of the lowest-cost copper mines globally and is a significant contributor to Peru's economy, accounting for approximately 2.9% of the country's GDP in 2024 [1][2]. Financing Structure - The acquisition will be financed through a combination of existing liquidity, including approximately $1.9 billion in cash on hand, a new $1.5 billion term loan, and a draw on the existing $2 billion revolving credit facility [1][2]. - The term loan is structured to be flexible and non-dilutive, allowing for repayment without penalty [1]. Strategic Importance - The partnership with BHP underscores the growing importance of streaming agreements in the mining sector, as major companies seek to unlock value from silver production [1]. - The acquisition is viewed as a transformative opportunity for Wheaton, reinforcing its position as one of the largest silver producers globally and enhancing its growth profile in the mining industry [1].