Bullish on the Shiny Stuff | Ep 5

Keir

Today I want to talk about gold and silver—why I’m still bullish on them, even right now, and why certain emerging producers could offer outsized returns in this environment. Let’s zoom out first. We’re in a world where interest rates are starting to come down, and global debt levels are at all-time highs. That’s a setup that historically favors hard assets. And gold? It’s the ultimate one. When real yields fall, gold shines. It’s not just about inflation—it's about confidence in the system. Central banks are buying. Governments are broke. And in that kind of world, gold and silver tend to move higher. Now, physical metal is great, but mining stocks offer leverage. When the gold price moves 10%, the right company can move 30% or more. And that’s where the opportunity lies right now—selecting the right emerging producers and developers. Let me give you a few names I own and have been watching:

Keir

On the Emerging Gold Producer Side of things: Soma Gold (TSXV: SOMA) A cash-flowing gold producer operating in Colombia, with its El Bagre mine and mill complex. Soma is self-funding exploration, which reduces dilution and adds upside. Aris Mining (TSX: ARIS and NYSE-A: ARMN) A fast-growing Latin American gold producer with active mines in Colombia and a portfolio that includes development projects in Guyana and Canada. West Red Lake Gold Mines (TSXV: WRLG) Reviving the historic Madsen Mine in Ontario’s Red Lake District with commercial production just about to begin and high grades from its test mining. Rio2 (TSXV: RIO) Focused on advancing the Fenix Gold Project in Chile, one of the largest undeveloped gold oxide projects in the Americas with simple metallurgy and low capital intensity. Luca Mining (TSXV: LUCA) Operating two polymetallic mines in Mexico, including the recently ramped-up Tahuehueto project, producing gold, silver, copper, lead, and zinc with growth ahead.

Keir

On the silver side, it's hard to find many quality pure play producers so I tend to look at advanced developers who have the type of deposit that could get acquired by a major for their new mine pipelines. Stocks I like are: Blackrock Silver (TSXV: BRC) A P.E.A.-stage silver developer. Drilling aggressively at its Tonopah West project in Nevada with high-grade silver intercepts and a solid inferred resource in a historically prolific district. They will be coming out with an updated P.E.A. within the next 6 months and this could turn heads. Apollo Silver (TSXV: APGO) Developing the Calico Silver District in California with over 110 million ounces in M&I resources and recent land expansion unlocking new upside. Kootenay Silver (TSXV: KTN) A silver exploration company with multiple high-grade projects in Mexico and a massive drill program underway at its flagship Columba project. Dolly Varden Silver (TSXV: DV and NYSE: DVS) Well-positioned in BC’s Golden Triangle with a large, high-grade resource base and an aggressive exploration plan near past-producing silver mines, a very full treasury along with a new US big board listing to market. AbraSilver (TSX: ABRA) Advancing its Diablillos project in Argentina with a strong gold-silver resource, clean metallurgy, and one of the more compelling silver stories in South America.

Keir

Now look, none of this is investment advice—but if you're like me, you're watching for leverage. You’re looking for smart teams operating in the right jurisdictions, with the potential to rerate as the gold and silver narrative picks up steam. These are some of the names that have caught my eye—and that I’ll be watching closely in the months ahead. Thanks for tuning in to Zero to Tenbagger. If you found this useful, let me know what you're buying—or avoiding—on Twitter or LinkedIn. And if you’re holding any of these names, here’s hoping they continue to move from nearly zero to… well, you know the rest. Bye for today.