Franco-Nevada Prepares for a New Wave of Deals | Paul Brink @FrancoNevadaFNV is preparing to deploy substantial capital into new mining deals, with $4.3 billion in available capital and a growing pipeline of opportunities as royalty and streaming finance gains traction across the industry. Speaking with Kitco Mining's Paul Harris at Mining Forum Americas 2026 on September 29, President and CEO Paul Brink expects significant investment activity ahead, saying, “In the next six to 12 months we will deploy a good amount of that capital.” youtube.com/watch?v=L-MAxo7S… Special thanks to our sponsor, @metallaroyalty

Join @KitcoMining at the Deutsche Goldmesse, Germany’s premier mining event, on Nov. 13-14! Recognized as Germany’s largest mining investment conference, @DtGoldmesse brings together leading minds in the industry during a two-day event showcasing industry-leading keynote speakers and showcasing up to 35 carefully considered companies in a range of commodities and stages from explorers to producers. Don't miss the exclusive coverage! Subscribe to @KitcoMining on YouTube at youtube.com/kitcomining

Pan American Silver Plans 19M Oz Expansion | Michael Steinmann Pan American Silver is targeting up to $1 billion in shareholder returns in 2026 while advancing a $1.9 billion expansion at La Colorada in Mexico, balancing dividends and buybacks with a major investment in future #silver production. Speaking with Kitco Mining's Paul Harris at Mining Forum Americas 2026, President and CEO Michael Steinmann says strong cash flow and more than $3 billion in liquidity give Pan American room to pursue both priorities. The La Colorada Skarn project could lift the expanded mine's annual silver output to approximately 19 million ounces during its peak five years, with an estimated 37-year mine life. youtube.com/watch?v=FAlDfz44… Special thanks to our sponsor, Metalla Royalty & Streaming @metallaroyalty

Copper Supply Is Tightening, But Permitting Still Holds Mines Back | Jeff Pontius Jeff Pontius, exploration geologist and chair of Mackay Gold & Silver, joins Kitco Mining’s Digging Deep with Paul Harris to discuss what separates a promising deposit from a mining project that can actually be financed, permitted and built. Pontius outlines Mackay’s drilling strategy along the Occidental-Brunswick trend at the Comstock project, where the company is targeting broad oxide mineralization and sees room to build a larger district-scale resource. He says Mackay is focused on exploration and resource development, with the goal of creating an asset capable of attracting multiple potential buyers. SPONSORED BY @KALSHI Trade the first CFTC-regulated gold and silver perpetuals in the U.S., 24/7, with no expiration date. Exclusive Kitco offer: trade $50 and get $25 free with code KT2026. (kalshi.com/p/KT2026) Availability varies by jurisdiction. Not available in Canada. Offer terms and eligibility apply. youtube.com/watch?v=t9GbrECc…

Equinox Gold Shifts From M&A to Execution | Jason Simpson @EquinoxGoldCorp has finished building scale through major transactions. Now the focus is on proving the enlarged company can deliver. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, President and incoming CEO Jason Simpson said Equinox is shifting from merger-driven growth to execution after combining with Calibre Mining and Orla Mining. “We don't need anything else. We just need to focus on delivering,” Simpson said. youtube.com/watch?v=nE_lmiuO… Special thanks to our sponsor, @metallaroyalty

$5,000 Gold Could Change the Math for Small Mines | Jeff Pontius Jeff Pontius, exploration geologist and chair of Mackay Gold & Silver @Mackay_Corp, joins Kitco Mining’s Digging Deep with Paul Harris to discuss what separates a promising deposit from a mining project that can actually be financed, permitted and built. Pontius outlines Mackay’s drilling strategy along the Occidental-Brunswick trend at the Comstock project, where the company is targeting broad oxide mineralization and sees room to build a larger district-scale resource. He says Mackay is focused on exploration and resource development, with the goal of creating an asset capable of attracting multiple potential buyers. youtube.com/watch?v=t9GbrECc…

LunR Royalties Targets $1.5B Deals as It Scales Up | Adam Lundin Less than a year after its launch as a public company, @LUNRroyalties is already looking to compete for much larger precious-metals deals after establishing its first major cash-flowing asset at Fruta del Norte. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, CEO Adam Lundin said LunR is prepared to evaluate transactions ranging from $50 million to as much as $1.5 billion. The company’s approximately $670 million Fruta del Norte silver stream has already started generating revenue, while a $150 million credit facility gives LunR additional capacity to pursue future deals. “Try and punch above our weight,” Lundin said, while stressing that growth must remain disciplined. youtube.com/watch?v=ChJhZQUD… Special thanks to our sponsor, @metallaroyalty

Mining M&A Is Coming, but Discipline Is Holding | Tim Wood Mining companies have more cash, stronger metals prices and broader investor interest, but Tim Wood says the sector is still showing restraint rather than repeating the excesses of the last cycle. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, the Denver Gold Group @DenGoldGroup executive director said capital discipline remained a consistent message across company presentations, with miners continuing to prioritize shareholder returns and stronger balance sheets. “I think we've turned a corner in the way companies are approaching the cycle,” Wood said. youtube.com/watch?v=c3qn7spL… Special thanks to our sponsor, @metallaroyalty

Solaris Advances Warintza as Copper Supply Tightens | Matthew Rowlinson @SolarisResource says the Warintza copper-gold-molybdenum project in Ecuador is moving into a critical de-risking phase, with updated guidance targeting full permitting by the end of H1 2027 and a final investment decision in the back half of 2027. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, President and CEO Matthew Rowlinson said Solaris expects roughly $100 million of liquidity to carry the company through to FID, including an additional $50 million tranche tied to its Royal Gold agreement. The November 2025 PFS outlined approximately $3.7 billion in initial capital for a 160,000-tonne-per-day operation, supported by near-surface mineralization, a low strip ratio and gold and molybdenum byproduct credits. youtube.com/watch?v=g4RClB3x… Special thanks to our sponsor, @metallaroyalty

#Copper's uptrend still firmly intact on the chart

Sunshine Silver Advances 2028 Restart and Antimony Strategy | Heather White @SSMR_Mining & Refining is targeting a late-2028 return to production at Idaho’s historic Sunshine Mine, while designing a larger operation and evaluating a return to integrated silver and antimony refining. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, CEO Heather White said Sunshine’s June IPO raised about $310 million gross, providing the runway to complete key development work ahead of a targeted Q2 2027 feasibility study. The company is now evaluating a 2,000-tonne-per-day mill, double the roughly 1,000-tonne-per-day base case, as it plans for higher future throughput and resource growth. youtube.com/watch?v=Vy0hFhGB… Special thanks to our sponsor, @metallaroyalty

#Silver's chart is following a similar path to #Gold. Where do you see the #Silverprice heading at the start of 2027?

U.S. Gold Moves CK Gold Closer to Construction | George Bee U.S. Gold Corp @usgoldcorp is approaching a major decision point at the fully permitted CK Gold Project in Wyoming, with financing advancing while unsolicited strategic interest continues to test the case for building versus selling. Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, President and CEO George Bee said the company’s March 2026 feasibility study outlined initial capital of about $394 million, and U.S. Gold is evaluating debt, equity, offtake-linked financing, and a potential silver stream. “We've got term sheets on the table,” he said, with financing now one of the key steps before construction moves forward. youtube.com/watch?v=0z8uRndK… Special thanks to our sponsor, @metallaroyalty

Collective Mining Moves Apollo From Discovery Toward Development | Ari Sussman Ari Sussman, Executive Chair of @CollectiveCNL , joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to discuss how Apollo’s maiden resource is accelerating the Guayabales Project toward permitting and development in Colombia. youtube.com/watch?v=JBZTnff6… Special thanks to our sponsor, @metallaroyalty

Lundin Gold Sees a Much Longer Growth Story at Fruta del Norte | Jamie Beck Jamie Beck, President and CEO of @LundinGold, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to discuss how exploration success is extending the growth profile of Fruta del Norte in Ecuador. youtube.com/watch?v=xhlQpU1G…