RJ Hamster
The World’s Top Silver Producer Made Its Move –…
From our partners at i2i Marketing Group, LLC
Dear Investor,
In the resource sector, big moves rarely start with retail investors. They start with strategic capital – the kind that studies cycles years in advance, reviews drill data long before it’s public, and places bets only when a project, a team, or a trend aligns with where they believe the market is heading.
That’s why one decision this year caught the attention of some of the most seasoned investors in the space.
The world’s largest primary silver producerdidn’t wait for headlines, price targets, or analyst coverage. They quietly acquired a 17% stake in a small-cap exploration company advancing projects in Mexico’s most productive mineral belts. Not a royalty. Not an earn-in. A direct equity position – the kind of move majors seldom make unless they view the upside as worth owning outright.
What prompted it?
Part of the answer lies in the acquisition the company just completed: a district-scale project long recognized for its structural potential but never advanced with modern modeling and full control. Fold this into a portfolio that already includes two additional 100%-owned assets – including a system with high-grade hits and open zones – and you have a land package that checks the boxes majors look for: scale, geological continuity, meaningful expansion potential.
But there’s also the macro backdrop.
Demand tied to AI chips, EV drivetrains, solar systems, and advanced electronics continues rising. Supply hasn’t kept pace. After four straight deficit years, inventories are thinning, development timelines are stretching, and capital is beginning to flow toward companies aligned with this tightening environment.
Moves like the 17% acquisition don’t guarantee outcomes – but they do reveal where experienced operators believe future value could emerge. And in a market defined by rising demand and constrained supply, positioning can matter long before the story becomes widely understood.
Review the company that secured a 17% stake from a global major
This Week’s Featured Story
Which Mining Firms Are Striking It Rich in the Metals Rally?
Reported by Nathan Reiff. First Published: 2/6/2026.
What You Need to Know
- Despite a sell-off that shed trillions of dollars worth of market value in just a few days, gold remains one of the best-performing investments in the last year.
- Companies in the business of mining gold and other precious metals, such as Hecla Mining, Coeur Mining, and Kinross Gold, have all experienced massive share price rallies alongside the movement in the price of gold itself.
- These three firms could stand out for their focus on expansion, their acquisitions, or their history of strong shareholder returns, among other factors.
Despite falling more than $600 from its all-time high of roughly $5,600 per ounce in late January, gold remains one of the hottest buys for investors in 2026. The rapid sell-off, which followed President Trump’s nomination of Kevin Warsh as the new chair of the Federal Reserve, erased trillions of dollars in value over a few days. Many investors expect the rally to resume if the underlying drivers of the precious-metals surge remain intact.
Unsurprisingly, when the price of gold rises, shares of many producers often follow. Gold mining stocks as a group have performed very well over the past 12 months: the benchmark VanEck Gold Miners ETF (NYSEARCA: GDX) has returned about 147% in the last year. A few names in the space may particularly appeal to investors who expect further gains in gold prices.
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Hecla Mining Co. (NYSE: HL) operates across Alaska, Idaho and internationally, producing both gold and silver. Its silver operations have become an increasing priority, and the broader precious-metals rally over recent quarters helped push HL shares up roughly 300%—even after a decline in late January.
In the last reported quarter, gold accounted for 37% of Hecla’s $410 million in revenue, supported by consolidated free cash flow of about $90 million. The company is paying down debt and reduced net leverage to roughly 0.3x in the third quarter of 2025, strengthening its balance sheet if precious-metals prices remain muted before any renewed rally.
Importantly, Hecla’s mining assets have performed well: all four of its mines generated positive free cash flow for two consecutive quarters. Costs remain a risk, but Hecla has so far balanced a disciplined financial approach with production growth.
Major Merger Could Be Transformative for Coeur
At a time when many miners are seeking to capitalize on the metals rally to fund expansion, Coeur Mining Inc. (NYSE: CDE) is pursuing an M&A-focused strategy. The company is acquiring New Gold in a deal expected to close in the first half of the year. Once complete, Coeur will operate seven mines across North America and is projected to produce roughly 1.25 million gold-equivalent ounces in 2026.
Coeur is boosting growth by improving cash flow, though it slightly missed EPS in the most recent quarter. Still, the expected lift from the New Gold acquisition has helped drive a threefold increase in CDE shares over the past year and has sustained analyst interest. Coeur retains a solid Buy consensus across Wall Street, despite trading a bit above the consensus price target of roughly $18 per share.
Solid Operations and an Attractive Shareholder Return Program
Kinross Gold Corp. (NYSE: KGC) has also benefited from the rally while maintaining operational discipline.
In the third quarter of 2025, Kinross produced more than 500,000 ounces of gold and generated record free cash flow of about $687 million. That stronger cash position has enabled shareholder returns through both buybacks and a higher dividend.
The company’s attractive portfolio continues to expand as Kinross advances several new sites through engineering and permitting. That development, combined with robust results, has made it a favorite among many analysts, even as shares have climbed about 185% in the last year.
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