Red Cloud Securities

Argentina approves two mining projects via RIGI scheme worth US$2.1B ow.ly/ZPVp50Z0ajb

.@Talisker_Ltd issued an updated MRE at its Bralorne Au project in southern BC. The MRE outlined total M&I and inferred resources of 11.9Mt at 8.74 g/t Au, containing 3.36M oz Au, representing a combined 37% increase in gold grade and 101% increase in contained gold over the previous estimate. We believe this is a positive MRE update that supports $TSK's growth trajectory over the next few years, including Mustang mine’s ramp-up to 1,000 tpd by 2028, followed by production start at the Olympus mine and commissioning of the processing plant in 2029. Details: ow.ly/a0Je50Z0ai7

.@jaguarminingIR reported financial and operational results for Q1/26. In the quarter, $JAG produced 9,630 oz of gold, earning revenues of US$44.6M due to a 71% increase in the average realized gold price to US$4,875/oz. The company generated US$10.1M in free cash flow and exited the quarter with US$71.2M in the till. We believe the Q1 results are best viewed as a transitional quarter, with the cost and production profile set to normalize over the balance of the year as Turmalina reaches nameplate and one-time restoration charges wind down. Read more: ow.ly/l63050Z0af5

.@AtomicCorp reported Q1/26 results, with EPS of C$0.01 driven by a C$6.3M non-cash FX gain partially offset by C$2.8M stock option expense. Adjusted EPS was nil. The Turkish JV had a strong operational quarter, driven by higher zinc prices, contributing C$3.6M to GLO's share of JV EBITDA. More here: ow.ly/K4F950Z0a9v

.@aressmining commenced UG mining at its wholly owned Lost Sheep mine in Delta, Utah this February with several thousand tonnes of fluorspar ore extracted and stockpiled at surface ahead of processing. Since then, $ARS has completed the conveyor belt system and facility-wide electrical and Motor Control Center infrastructure, substantially de-risking the build and keeping flotation plant commissioning on track for Q3-Q4/26. Learn more: ow.ly/NpIY50Z09XY

Copper price hits record in US on supply risks, tariff bets ow.ly/hVnV50YZu5E

.@PowerMetallic engaged Ideon Technologies to deploy a borehole muon tomography imaging program at the Lion zone. The Ideon REVEAL™ platform detects cosmic-ray muons to construct high-resolution 3D density models of the subsurface. The program will run in two phases: first, the density model will be validated against $PNPN.V's existing 100+ hole drill dataset at Lion, the calibrated mineralization fingerprint will then be applied to rank deep targets across the 330km² Nisk land package, specifically those sitting below the ~200m detection limit of conventional surface geophysics. Details: ow.ly/1MXs50YZu4g

.@galwaymetals announced assays from seven diamond drill holes, completed at the Southwest deposit of its 100%-owned Clarence Stream Au project in New Brunswick. Drilling targeted the northeastern portion of the Southeast deposit and demonstrated strong continuity of high-grade mineralization with intercepts grading up to 20.7 g/t Au over 11.0m. These results bode well for the updated MRE, on track for Q2/26. Learn more: ow.ly/JbOk50YZu03 $GWM.V

.@corp_apollo released surface sampling results from its December 2025 mapping and sampling program at the Calico Silver project in California. The highlights include 1,280 g/t Ag and 221 g/t Ag at the Mule property hosted in Pickhandle formation volcanics, plus 76.12% BaSO4 at Langtry, confirming barite mineralization. The Langtry barite strengthens both the critical mineral profile and the case for Langtry’s inclusion in the upcoming PEA. Read more: ow.ly/rWEu50YZtXQ $APGO.V

Peru vote uncertainty jolts markets, mining sector ow.ly/nWJU50YYVxe

In early Nov 2025, @SpMtnGold announced the first drill holes into the Orca Zone located on the northern margin of its 4.2M oz gold PEA level project. Over the ensuing 4 months $SPA reported the results of 40 holes with 96 mineralized intervals over an average core interval of 51.5m supporting a metres-weighted average grade of 0.62 g/t. During that period, the stock price doubled from C$0.13/share to C$0.25/share. The next leg up was triggered on April 21st, with the announced sale of a 1.5% NSR royalty to Wheaton Precious Metals Corp. for US$55M. The stock has added another 50% on this news. More here: ow.ly/txsO50YYVWh

.@IsoEnergyLtd released assays from the winter 2026 drill program at Larocque East in the Athabasca Basin, targeting the south trend of the 51M lb U3O8 Hurricane deposit. Highlight was 4.21% over 3.5m, including 11.61% over 1.0m, confirming strong radioactivity previously reported from the same interval on the newly recognized L Fault zone. This and other step-outs have extended the mineralized footprint 540m east of the current MRE. This is the best assay reported since the 2022 MRE. Learn more: ow.ly/BHpT50YYVRA $ISO

.@GlobexMining has entered into two separate option agreements on its Ramp/Maude Lake Au project in Timmins and Carp fluorspar project in Nevada. Collectively, the two option agreements are expected to provide an inflow of ~C$11M over the next four years in cash and shares, in addition to exploration expenditures and potential milestone payments. We view these announcements positively as $GMX continues to unlock value from its large portfolio of wholly owned assets in prolific mining jurisdictions. Details: ow.ly/8Tqs50YYVOG

Silver price jumps to two-week high despite US-Iran deadlock ow.ly/776C50YYbfk

Brunswick Exploration reported assays from three additional holes drilled as part of its Phase 2 winter program at its Anatacau Main project in the James Bay region of Québec. The headline intercept from AN-26-08 returned 0.72% Li₂O over 123m from 71.0m. To date, 1,109m across seven holes has been completed, with assays from the final three holes, which have identified additional pegmatites in the area, pending. In our view, these results confirm Anatacau Main as a genuine high-priority project within $BRW’s portfolio. Details: ow.ly/bvI550YYbe7

Argentina mining revival fuels US$40B copper push ow.ly/LKPN50YXz21

BC miners wary of First Nation court rulings ow.ly/qxMz50YXz1L

Darlington SMR renews Canada’s nuclear maturity ow.ly/Juqm50YXz1a

Central banks are still hungry for gold ow.ly/Uz0L50YXz0k

Gold rebounds above US$4,700/oz as investors look past Middle East tensions ow.ly/i9QE50YXyZC