Mining Stock Daily

Titiminas Silver (TSXV: TITI) is advancing the past-producing Madre Sierra Silver mine in central Peru, with a 15,500-metre underground drilling program across three targets — Madre Sierra, Madre Sierra Norte, and the Titiminas CRD. CEO Luis Goyzueta told Mining Stock Daily that drilling starts in June. Goyzueta outlined the company's clear roadmap to a maiden mineral resource estimate by mid-2027 and a final investment decision by year-end, while also highlighting the potential of a historically significant high-grade molybdenum asset and the company's broader ambitions to grow into a multi-asset Peruvian silver producer through strategic M&A.

Tommy Grisafi of AgBull Media joins Mining Stock Daily for a wide-ranging discussion on the powerful moves taking place across the agricultural commodity markets, from surging wheat and grain prices to record-setting cattle markets. The conversation dives into weather-driven supply risks in the U.S. wheat belt, rising fertilizer and fuel costs for farmers, and how trade negotiations with China could further impact grain demand and pricing. Tommy also explains why beef prices continue to soar despite economic pressures, highlighting shrinking herd sizes, resilient consumer demand, and the surprising role GLP-1 drugs may be playing in shifting food consumption trends. From Kansas wheat fields to global commodity inflation, this episode explores why agriculture may be entering the early stages of a much larger bull market across the food and commodity complex.

MSD’s Ian Wagner reconnects with Blue Moon Metals CEO Christian Kargl-Simard to discuss the company’s rapid evolution following a C$156 million financing. Kargl-Simard outlines how Blue Moon plans to fund and sequence multiple assets, including the Nussir copper project in Norway, the Springer tungsten restart in Nevada, and the Blue Moon zinc project in California. He also discusses potential strategic capital for tungsten and APT production, growing U.S. investor interest, and the optionality at Apex for direct-shipping germanium and gallium ore.

Bonterra Resources Chairman Cesar Gonzalez joins MSD’s Ian Wagner to discuss a busy period for the Abitibi gold developer, including Marc-Andre Pelletier’s departure as CEO and Gonzalez stepping in as interim CEO. Gonzalez reviews progress on the Gold Fields joint venture at Barry, where deep drilling has wrapped up and assay results are being prepared. He also outlines work on a Barry PEA and a 10,000-to-12,000-meter drill program at the company’s 100%-owned Bachelor-Moroy and Desmaraisville assets, where Bonterra is testing regional and deep feeder-zone targets.

The biggest story in the gold sector this morning: Equinox Gold and Orla Mining have announced a combination to create North America's new senior gold producer. There is new drill results from NGEx Minerals, Scorpio Gold, Li-FT Power and Andina Copper. Tocvan Ventures has identified a new surface gold-silver target at Gran Pilar. Talisker Resources has reported estimated year-to-date 2026 gold sales of 2,675 ounces.

This episode of Mining Stock Daily is brought to you by... 

⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠
⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠
⁠⁠⁠⁠Integra Resources ⁠