Mining Stocks Today
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Mining Stocks Today
@MiningStocksHQ
The #1 Source for Mining News, Trading, and Education. Identifying the supercycle before the crowd. #Gold #Silver #Uranium
Not Financial Advice. Katılım Eylül 2021
334 Takip Edilen688 Takipçiler

🚨 DRILL RESULT JUST DROPPED — and the grade is absurd. Caprock Mining ( $CAPR · CSE) just reported hole DES-26-183 at their Destiny gold property near Val-d'Or, Quebec:
📍 38.48 g/t Au For context: anything above 5 g/t is considered high-grade. 38 g/t is exceptional.
Val-d'Or is one of the most prolific gold districts in Canadian history.
The big caps are bleeding.
The juniors are drilling. This is how the next cycle gets built.
🔩 DYOR — not financial advice.
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Real question for the community today:
Silver is at $69.17/oz. Down from $89.59 in January.
If you bought silver miners at the January high, what are you doing right now?
A) Holding — long-term thesis unchanged
B) Adding more — best sale of 2026
C) Stopped out — accepted the loss
D) Watching — not in yet, still unsure
Reply below. No judgment.
The market has been brutal and reasonable people disagree on what comes next. 👇
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Glencore is up 25.6% year-to-date in 2026.
While every gold and silver miner is getting destroyed, $GLEN has barely budged (-4.3% since the war started).
Why? Glencore's extensive oil trading business is PROFITING from $100/barrel crude.
The company that mines copper AND trades the energy that's crushing every other miner's costs.
This is the most interesting hedge in the mining sector right now. Not financial advice.
But it's worth understanding why one miner is thriving when everyone else is bleeding.
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$MP analysis on the chart...
1. Head and Shoulder breakdown is usually bearish.
2. This breakdown has not been met with aggressive selling which could be seen as bullish.
Thoughts?
The violent downturn in metals combined with $MP breaking down below key support should have been met with strong selling but, that is not the case.
A catalyst to bring in buyers could lift price up very fast as there is a clear lack of selling pressure here, the stock just needs "DEMAND"

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JUST IN: $GOLD is having its worst week in decades.
Gold fell $225 in a single Friday session last week.
Down over 11% in one week.
$NEM lost $39 BILLION in market cap since January.
$ANG is down 37.4% in March alone.
Everyone thinks gold is broken.
They're wrong.
Here's exactly what's happening 🧵
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$CCJ #uranium setting up in a beautiful wedge pattern nearing the $100 key support level.
Are you a buyer of $CCJ at these levels?

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$TGB is a copper company that just started its second mine — the first US greenfield copper production since 2008 — trading at 42 cents on the dollar vs its asset value.
Bank of America forecasts copper at $16,000/tonne by H2 2026.
If they're right, and Florence ramps on schedule, this stock goes somewhere violent.
DYOR. Not financial advice. But this one's on my radar hard. 🔩
Follow @MiningStocksHQ for daily mining coverage. 🔔
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Risks — because I'll always be straight with you:
❌ Insiders have been selling options in Feb–March (watch this)
❌ Copper is in a bear market — ramp could take longer than guided
❌ 2025 net loss of $30.1M despite $230M EBITDA ❌ Florence needs wellfield expansion to hit full capacity
This is NOT a guaranteed 200% play. No such thing exists.
But the setup is as compelling as anything in the sector right now.
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Florence's economics are absurd:
C1 cost: $1.11/lb — industry leading Copper price today: $5.27/lb Margin: $4.16 on every pound
No concentrate. No smelter. Direct LME Grade A copper cathode.
Full nameplate: 85 million lbs/year over 22 years.
2026 target: 30–35 million lbs as the ramp begins.
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On March 2, 2026, Taseko harvested its first copper cathodes at Florence Copper in Arizona.
That's the first new greenfield copper production in the United States since 2008.
Not a development story. Not a drill result. Actual copper. On the ground.
The stock is at $5.73. The NAV is $9.09/share.
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Bottom line for today, March 26: $NEM is generating $3,130/oz margin at current gold prices. Barrick is paying a 2.28% dividend yield. Wheaton is a streaming company — oil prices barely touch them.
The stocks are priced like gold is going to $1,000. The businesses are priced like gold is going to $2,000. Gold is at $4,432. Someone is wrong. And it's not the businesses.
Follow @MiningStocksHQ for daily coverage. 🔔
Repost this thread if you're still a believer 🤝
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Three things that flip this trade:
1️⃣ Oil drops below $85 → inflation fears ease → Fed back on rate-cut path → dollar weakens → gold flies
2️⃣ US 10Y yields peak → capital rotates from bonds back into gold → physical demand floods
3️⃣ Central bank surprise buy announcement → triggers institutional FOMO from funds on the sideline
Morningstar strategist Michael Field says: "Unless risk sentiment improves, miners won't resume the bullish path."
That's the signal. Watch risk sentiment. When it turns, it turns FAST.
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