Group 1 - The S&P midcap 400 index has increased by more than 5% in January 2026, outperforming the large-cap S&P 500 index, which has risen by less than 1% [5] - Notable midcap performers include drone manufacturer Kratos (KTOS), semiconductor suppliers, and various mining stocks [5] - Defense stocks are experiencing significant growth, particularly in light of increased budget proposals, with Kratos Defense & Security seeing a composite rating climb to 96 [10] Group 2 - The market is witnessing a surge in defense stocks, driven by geopolitical tensions and budget increases, particularly a proposed $500 billion hike [10] - Companies like Hecla and Bloom Energy are among the new entrants in the best growth stock lists, indicating a shift in market dynamics [10] - The Ants Indicator has identified strength in Rocket Lab ahead of its breakout, showcasing the potential for significant stock movements in the space sector [6]

However, it's crucial for advisors and investors to remember that direct gold exposure is not the only way that they can play off the metal momentum. There are many strategies one can use to hop on the gold train, but one that has been working especially well is to gain exposure to gold miners. Gold miners, more so than most other companies, stand to benefit from the significant price growth that gold has seen over the last few months. As price demand continues to soar, so will the revenue of the gold minin ...

Core Viewpoint - Cerrado Gold Inc. is hosting a management conference call to discuss an unfavorable opinion regarding the environmental impact assessment for the Lago Salgada Project in Portugal, scheduled for January 26, 2026 [1]. Company Overview - Cerrado Gold is a Toronto-based gold production, development, and exploration company, owning 100% of the Minera Don Nicolás and Las Calandrias mine in Argentina [3]. - The company holds an 80% interest in the Lagoa Salgada VMS project in Portugal and is developing the Mont Sorcier Iron project in Canada [3]. Operations in Argentina - In Argentina, the company is optimizing asset value at the Minera Don Nicolás operation and increasing production at the Las Calandrias heap leach project [4]. - An extensive exploration campaign is ongoing to unlock potential resources in the Deseado Massif region [4]. Operations in Portugal - The Lagoa Salgada project is a high-grade polymetallic project located on the Iberian Pyrite Belt, with mineralization including zinc, copper, lead, tin, silver, and gold [5]. - The project covers a large 7,209-hectare property concession, offering significant exploration and development opportunities due to its proximity to Lisbon and existing infrastructure [5]. Operations in Canada - The Mont Sorcier project is a high-purity, high-grade Direct Reduced Iron project, with potential for long mine life and low operating costs [6]. - The project supports the transition of steel producers from blast furnaces to electric arc furnaces, aiding in industry decarbonization and sustainable development goals [6].

Core Viewpoint - Cerrado Gold Inc. is hosting a management conference call to discuss an unfavorable opinion regarding the environmental impact assessment for the Lago Salgada Project in Portugal, scheduled for January 26, 2026 [1]. Company Overview - Cerrado Gold is a Toronto-based gold production, development, and exploration company, owning 100% of the Minera Don Nicolás and Las Calandrias mine in Argentina [3]. - The company holds an 80% interest in the Lagoa Salgada VMS project in Portugal and is developing the Mont Sorcier Iron project in Canada [3]. Operations in Argentina - In Argentina, Cerrado is enhancing asset value at Minera Don Nicolás through operational optimization and increasing production at the Las Calandrias heap leach project [4]. - An extensive exploration campaign is ongoing to unlock potential resources in the Deseado Massif region [4]. Operations in Portugal - The Lagoa Salgada project in Portugal is a high-grade polymetallic project with mineralization of zinc, copper, lead, tin, silver, and gold [5]. - The project covers a large 7,209-hectare property concession, located 80 km from Lisbon, offering significant exploration and development opportunities [5]. Operations in Canada - The Mont Sorcier project in Canada is a high-purity, high-grade Direct Reduced Iron project, with potential for long mine life and low operating costs [6]. - The project supports the transition of steel producers from blast furnaces to electric arc furnaces, aiding in industry decarbonization [6].

Key Points Eldorado Gold announced progress at its project in Greece. The company announced the start of a dividend program. Investors interested in gold stocks and dividend stocks have other options besides Eldorado Gold. 10 stocks we like better than Eldorado Gold › Beginning the shortened trading week on a positive note, Eldorado Gold (NYSE: EGO) stock ended Tuesday's trading session about 6% higher from the close of Friday's session. And the gold stock's momentum continued over the next coupl ...

Company Overview - Wallbridge Mining Company Limited is focused on the exploration and sustainable development of gold projects in Quebec's Abitibi region, holding a contiguous mineral property position of 598 km² along the Detour-Fenelon gold trend [3] - The company’s flagship project is the PEA stage Fenelon Gold Project, alongside the earlier exploration stage Martiniere Gold Project and several greenfield gold projects [3] Upcoming Events - Wallbridge will exhibit at the Vancouver Resource Investment Conference (VRIC) on January 25-26, 2026, at the Vancouver Convention Centre, expecting 9,000 attendees and 300 mining companies [2] - CEO Brian Penny will present a corporate update on January 25th at 1:30 pm in Workshop 1 during the conference [2] Marketing Initiatives - Upcoming marketing events include the BMO Global Metals and Mining Conference in Hollywood, US from February 23-26, 2026, and the PDAC Convention in Toronto, Canada from March 1-4, 2026 [3]

Core Viewpoint - NOVAGOLD Resources Inc. has announced an increase in the size of its bought deal private placement to 30 million common shares at a price of US$10.00 per share, aiming for gross proceeds of approximately US$300 million, with a cornerstone order of US$140 million from a European institution [1][2]. Group 1: Offering Details - The offering will consist of 30 million common shares priced at US$10.00 each, resulting in gross proceeds of about US$300 million [1]. - An over-allotment option has been granted to underwriters, allowing them to purchase an additional 15% of the shares for up to approximately US$45 million, potentially raising total gross proceeds to about US$345 million [1]. - The expected closing date for the offering is on or about February 5, 2026, pending necessary regulatory approvals [3]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated for expenditures related to Donlin Gold activities, settlement of a promissory note with Barrick Mining Corporation, and general corporate purposes [2]. Group 3: Company Overview - NOVAGOLD is focused on the development of the Donlin Gold project in Alaska, which is recognized as one of the largest and highest-grade open-pit gold deposits globally, with approximately 40 million ounces of gold in the Measured and Indicated Mineral Resource categories [6]. - The Donlin Gold project is projected to produce over one million ounces of gold annually over a 27-year mine life once in production [6].

Core Viewpoint - Orestone Mining Corp. has initiated the Phase I exploration program on the Francisca Gold Project in Salta Province, Argentina, aiming to define an oxide gold deposit suitable for open-pit mining [1][3]. Exploration Program - The Phase I program includes detailed mapping and sampling of a 200x500 metre grid over the South gold zone, with a total of 600 rock chip, channel, and grab samples planned [2]. - The Phase II program is set to involve 1500 metres of reverse circulation drilling across 10 drill holes, targeting the defined gold-silver mineralized zone with a spacing of 40 to 80 meters [2]. Previous Sampling Results - A confirmation sampling program in 2025 revealed high-grade gold values ranging from 0.03 to 33 g/t, with an average of 5.78 g/t gold and 29.2 g/t silver [3][9]. - The South gold zone has a strike length of 500 metres and outcrops over an area of 50 to 100 metres wide, with 11 samples exceeding 6.0 g/t gold [3]. Geological Insights - Geologic mapping has identified an oxide gold stock-work mineralized trend with a northwest strike length of 1100 metres, indicating potential for a larger mineralized intrusive body at depth [5]. - The South zone is underlain by a 400x500 metre circular IP changeability anomaly, suggesting significant mineralization potential [5]. Company Background - Orestone Mining Corp. is a Canadian-based company with a focus on gold, silver, and copper projects in Canada and Argentina, aiming to define a mineable oxide gold deposit at the Francisca Gold Project [10]. - The company can earn up to an 85% interest in the Francisca property through cash payments and exploration expenditures totaling US$4.2 million over seven years [7].

Core Viewpoint - Vox Royalty Corp. has restructured its gold offtake agreement with Equinox Gold Corp., transitioning from Brazilian assets to a new offtake stream over the Greenstone gold mine in Ontario, enhancing its exposure to a Tier 1 Canadian asset [1][2]. Group 1: Transaction Details - Vox's wholly-owned subsidiary has entered into a definitive agreement with Equinox to restructure its 35% gold offtake over the Santa Luz, Fazenda, and RDM mines in Brazil [1]. - The remaining offtake delivery obligations will now be satisfied through a production-linked offtake stream of 29% of refined gold produced from Greenstone, with minimum deliveries of 63,600 ounces for 2026 [8]. - Vox's existing Greenstone offtake stream, acquired in September 2025, remains unchanged and will be prioritized over the new agreement [8]. Group 2: Greenstone Mine Overview - Greenstone is a large open-pit mine near Geraldton, Ontario, which achieved commercial production in November 2024 [4]. - Equinox has set a production guidance range of 250,000 to 300,000 ounces for 2026, with cash costs estimated at US$1,350 - US$1,450 per ounce, and an average life of mine yearly production forecast of 330,000 ounces [4]. Group 3: Company Background - Vox is a returns-focused mining royalty and streaming company with a portfolio of over 80 assets across nine jurisdictions, established in 2014 [6]. - Since 2020, Vox has announced over 30 transactions to acquire more than 70 assets, targeting high returns on royalty acquisitions in the mining sector [6].

Core Viewpoint - The article discusses the emergence of "The Magnificent Miners" as a new investment opportunity, contrasting them with the previously dominant "Magnificent Seven" tech stocks, highlighting a potential capital rotation towards hard assets like mining stocks as macroeconomic uncertainties rise [1]. Group 1: Valuation Comparisons - Newmont Corp (NYSE:NEM) is trading at a 19x TTM and 17x FWD P/E ratio, significantly lower than AI infrastructure stocks, despite having the largest gold reserve base [3]. - Barrick Mining Corp (NYSE:B) generates substantial free cash flow and returns capital to shareholders, trading at around 24x TTM and 15x FWD P/E, which appears modest compared to high-flying tech stocks [4]. - Agnico Eagle Mines Ltd (NYSE:AEM) has a higher valuation at 31x TTM and about 20x FWD P/E, yet it remains attractive due to low-cost production and growth projects, offering a blend of quality and growth without tech-like valuations [5]. Group 2: Market Implications - The current pricing of the Magnificent Seven reflects an optimistic AI future, while the Magnificent Miners are priced for indifference, suggesting potential for upside if economic conditions shift [6]. - The article notes that if interest rates decrease, deficits increase, or AI spending slows, miners could benefit from a capital rotation away from crowded tech investments, indicating a possible shift in market dynamics [6].