Core Viewpoint - Ophir Metals Corp. is repositioning its Breccia Gold Property as a cornerstone asset amid rising gold prices and increasing investor demand for North American precious metal projects [3][11]. Summary by Sections Property Overview - The Breccia Gold Property consists of 52 claims covering approximately 1,043 acres (422 hectares) in the Blackbird Mining District, located about 40 kilometers southwest of Salmon, Idaho [26]. - The property is accessible via paved highways and well-maintained gravel roads, and it includes the historical Gahsmith Gold Mine [26]. Geological and Mineralization Insights - The Breccia Gold Property is supported by a robust geological model and is on trend with the contiguous Challis Gold Project, with surrounding claims showing historical high-grade drilling results [4]. - Recent geophysical data, including CSAMT and magnetic surveys, indicate a continuous resistivity corridor associated with previously drilled gold mineralization, suggesting a structurally controlled system open for expansion [4][21]. - Drill hole BG21-004, located just meters from the property border, returned significant results of 13.02 g/t Au and 46.6 g/t Ag over 7.4 meters, indicating that the mineralized structure likely extends onto the property [5][8]. Exploration and Future Plans - The company is planning a 2026 exploration program focused on refining and testing new drill targets along the CSAMT-defined structural corridor and the northern breccia discovery area [19]. - Recent fieldwork has identified potential for parallel mineralized corridors extending north and east of the main Breccia Gold Zone, with a new breccia outcrop discovered approximately 800 meters north-northwest of the zone [9][10]. - The exploration program will include detailed geological mapping, channel sampling, and integration of CSAMT and historical drill data into a 3D geophysical-geological model [22]. Historical Context and Data Integration - A comprehensive review of historical and modern datasets has enhanced the understanding of structural and lithologic controls on mineralization, showing a clear relationship between high-grade gold intercepts and resistivity anomalies [7]. - The property has a history of exploration dating back to the 1930s, with significant low-sulfidation, epithermal gold system indications from recent exploration activities [26].

Vancouver, British Columbia--(Newsfile Corp. - January 5, 2026) - K2 Gold Corporation (TSXV: KTO) (OTCQB: KTGDF) (FSE: 23K) ("K2" or the "Company") today announced that its Board of Directors has approved a $9,800,000 budget for 2026. The approved budget is designed to aggressively advance the Mojave Project upon receipt of the final Record of Decision, while also funding drill testing of new high-priority targets recently defined at the Si2 Project in Nevada. "With a $9.8 million exploration budget now ap ...

Group 1 - Dow futures are showing a slight increase, indicating a positive sentiment in the market [1] - Investors are closely monitoring economic indicators and corporate earnings reports for further direction [1] - The overall market trend suggests cautious optimism as traders assess potential growth opportunities [1]

Toronto-based Sigma Lithium Corp., which operates lithium mines in Brazil, led the pack, nearly doubling in value over the three months to December 31, 2025. Its performance testified to strong execution—net revenues rose 69% quarter-over-quarter and 36% year-over-year—but also to resumed investor interest in lithium, a key component in rechargeable batteries essential for the energy transition. Aris Mining of Vancouver came in a distant second, with a 61.9% return, followed by Toronto-headquartered Discove ...

Summary of Northern Star Resources Conference Call Company Overview - **Company**: Northern Star Resources (OTCPK:NESR.F) - **Date of Call**: January 04, 2026 Key Points Production Guidance - Annual production guidance revised down to **1.6-1.7 million ounces** from **1.7-1.85 million ounces** due to operational issues in December quarter [2][11] - Second-half production expected to be between **871,000-971,000 ounces** [2] Operational Challenges - **Kalgoorlie Production Centre** faced lower-than-expected production due to: - Partial suspension of mining at South Kalgoorlie operation due to a pit wall slip after significant rainfall [4] - Underperformance in processing at KCGM due to faults in the Fimiston primary crusher, resulting in a throughput shortfall of approximately **650,000 tons** [4][5] - **Yandal Production Centre** also experienced challenges: - Jundee faced structural failures in the crushing circuit, impacting processing by around **15,000 ounces** [8] - Thunderbox had reduced throughput and lower mine grades, affecting recovery rates [9][10] Financial Position - As of December 31, preliminary cash and bullion holdings are expected to be approximately **AUD 1.17 billion**, with total liquidity around **AUD 2.7 billion** [13] - Negative free cash flow anticipated in Q2 due to lower production and a **AUD 250 million** tax balancing payment [13] - All-in Sustaining Cost (AISC) per ounce expected to be higher in Q2 compared to Q1 due to lower production and increased sustaining capital [14] Future Outlook - Confidence in the underlying asset portfolio remains strong, with plans to commission the new Fimiston plant in six months, which is expected to enhance production and cost efficiency [3] - KCGM and South Kalgoorlie operations have returned to normal, with a focus on managing risks and capitalizing on opportunities [11][12] - The company is optimistic about the second half of FY 2026, with expectations of improved throughput and production [56] Maintenance and Operational Strategy - Emphasis on balancing sustaining capital investment with operational efficiency, particularly for aging assets [30] - Proactive maintenance strategy is in place to mitigate risks associated with aging equipment [28] Key Risks - Ongoing risks related to mill throughput at KCGM, which is critical for achieving production targets [18][36] - Potential for further operational disruptions due to weather or equipment failures, although recent issues are considered one-off events [56] Additional Insights - The company is managing a significant stockpile of high-grade material, which is expected to support production in the second half [57] - The Jundee airstrip upgrade is expected to improve operational efficiency by reducing flight interruptions [9] Conclusion - Northern Star Resources is navigating through operational challenges while maintaining a strong financial position. The company is focused on improving production efficiency and managing risks as it moves into the second half of FY 2026. The commissioning of the new Fimiston plant is anticipated to be a significant driver of future growth.

Market Overview - The year 2025 began with optimism post-election, but faced challenges from low-cost AI initiatives from China, adverse impacts on U.S. Big Tech, Trump tariffs, sticky inflation, and high interest rates [1] - Market stabilization occurred in May after a turbulent April due to tariffs [1] - Midyear market euphoria solidified with easing trade tensions and three Fed rate cuts starting in September, but momentum faded due to a government shutdown and overvaluation concerns in the AI sector [2] AI Market Dynamics - By mid-December, the AI market was experiencing a mix of optimism and caution, highlighted by Oracle's $10 billion data center project facing funding issues, impacting tech stocks like Nvidia and Broadcom, while Micron's strong earnings boosted its shares [3] ETF Performance - Wall Street showed positive performance in 2025, with SPDR S&P 500 ETF Trust (SPY) up 18.1%, Invesco QQQ Trust (QQQ) up 22.3%, and SPDR Dow Jones Industrial Average ETF Trust (DIA) up 15% year-to-date as of December 26, 2025 [4] Gainers in ETFs - Silver Miners: iShares MSCI Global Silver and Metals Miners ETF (SLVP) up 220.3% and Amplify Junior Silver Miners ETF (SILJ) up 202.1% due to high demand and supply tightness [5] - Gold Miners: Global X Gold Explorers ETF (GOEX) up 199.3% and VanEck Junior Gold Miners ETF (GDXJ) up 190.6% driven by a 70% increase in gold prices, Fed rate cuts, and central bank demand [6] - Platinum: GraniteShares Platinum Trust (PLTM) up 165.3% and abrdn Physical Platinum Shares ETF (PPLT) up 165.1% as platinum futures surged above $2,400 per ounce amid industrial demand recovery [7] Losers in ETFs - Meme Stocks: Roundhill Meme Stock ETF (MEME) down 42.6% as investors shifted focus to profitable firms amid market volatility [10] - Volatility: ProShares VIX Short-Term Futures ETF (VIXY) down 41.9% reflecting market expectations of near-term volatility, underperforming despite a steady Wall Street [11]

Core Insights - The gold price has reached a record high of $4,384.31, reflecting a significant increase of 63.62% over the past twelve months, driven by strong demand for gold [1] Group 1: Market Performance - The current gold price of $4,384.31 represents an impressive rise, indicating robust market performance and investor interest in gold as a safe-haven asset [1] Group 2: Investment Strategy - The article outlines a versatile investment strategy suitable for various investor profiles, including those focused on dividends, value propositions, or growth opportunities [1]

Core Insights - The article emphasizes that true investment opportunities lie outside of consensus, as demonstrated by significant returns from stocks like GDXU, which achieved a 500% return, and the importance of identifying these opportunities before the market does [3][5] - The company focuses on redefining company fundamentals, exemplified by transforming AppLovin from a "gaming advertising company" to an "AI advertising engine," resulting in a 129% return, and recognizing Palantir's AI positioning, which yielded a 46% return [3][6] - Investment is portrayed as a commitment to common sense and a cognitive journey, with a focus on identifying "invisible champions" that the market has not fully priced in for the uncertain year of 2026 [3][14] Group 1: Performance Highlights - Over the past year, the research team identified three categories of stocks based on their returns: - Explosive Alpha stocks with returns over 200%, such as OKLO (+543%) and GDXU (+500%), benefiting from nuclear energy revaluation and operational leverage in gold mining [6][7] - Industry trend analysis stocks with returns between 50%-150%, including Robinhood (+150%) and AppLovin (+129%), showcasing the ability to capture turning points in company fundamentals [6][7] - Forward-looking coverage and major player analysis stocks with returns between -10%-50%, such as Palantir (+46%) and Tesla (+50%), achieved through in-depth analysis of core assets [6][7] Group 2: Logic and Research Methodology - The core of the research capability lies in constructing a self-reinforcing chain of reasoning, as illustrated by the identification of power limits in data centers leading to investments in OKLO and NNE [8][10] - The article highlights the importance of challenging existing labels, as seen with AppLovin, which was redefined as an undervalued AI real-time bidding model, leading to significant price appreciation [10][11] - The research also emphasizes the transformation of silver from a safe-haven asset to a strategic asset in the AI era, which is crucial for its excess returns [12][13] Group 3: Future Outlook - The company aims to continue identifying opportunities in less crowded markets, demonstrating the ability to find "invisible champions" globally, as evidenced by insights into regional monopolies and emerging trends in sectors like space economy [13][14] - The article concludes that the value of research lies in discovering non-obvious opportunities before they become mainstream, advocating for a focus on cognitive differences rather than price chasing [14]

Core Viewpoint - GoldMining (GLDG) has announced a leadership change, with Paulo Pereira resigning as President to become Country Manager for Brazil, while Alastair Still will take on the role of President effective January 1, 2026 [1] Group 1 - Paulo Pereira has resigned from his position as President of GoldMining [1] - Alastair Still, the current Chief Executive Officer, will assume the additional role of President starting January 1, 2026 [1]

Asante Gold Co. (OTCMKTS:ASGOF – Get Free Report)’s share price traded up 0.3% during trading on Friday . The company traded as high as C$1.22 and last traded at C$1.19. 36,195 shares changed hands during mid-day trading, a decline of 21% from the average session volume of 45,862 shares. The stock had previously closed at C$1.19. Get Asante Gold alerts: Asante Gold Stock Up 0.3%The firm has a fifty day simple moving average of C$1.43 and a 200-day simple moving average of C$1.35. About Asante Gold (Get Free ...