Mining Stock Daily

Private investor and Substack author Sultan Ameerali joins Mining Stock Daily for a wide-ranging discussion on how geopolitical risks, oil markets, AI infrastructure demand, and monetary policy are reshaping the investment landscape for mining equities. The conversation explores why Sultan remains constructive on gold, copper, and select long-duration resource assets despite growing concerns surrounding the Strait of Hormuz, energy prices, and broader market volatility. From sulfuric acid shortages and copper supply constraints to AI-driven commodity demand and the long-term implications of de-dollarization, this episode connects macro uncertainty directly to how investors can “bulletproof” their mining portfolios for the years ahead.

American Tungsten is positioning itself as the only near-term tungsten producer based in the U.S. CEO Ali Haji spoke to Mining Stock Daily. The company is targeting tailings reprocessing from its IMA Mine by year-end of 2026. Commercial production is slated for 2027. The company is reprocessing high-grade historical tailings containing roughly 258,000 to 271,000 tonnes at an average grade of 0.15% WO₃, with silver credits adding to the economics.

DPM Metals has announced a discovery of high-grade porphyry copper-gold mineralization adjacent to its Chelopech mine in Bulgaria. We report new drill results from Awalé Resources, Selkirk Copper, and Canterra Minerals. We also have the latest corporate updates for Koryx Copper, American Pacific Mioning and Apex Critical Metals.

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District Metals has released a standout preliminary economic assessment for the Viken Deposit in Sweden, outlining a multi-metal project with robust economics driven by uranium, vanadium, potash, and critical minerals. CEO Garrett Ainsworth discusses the headline numbers, including a nearly $3 billion after-tax NPV, negative uranium production costs due to byproduct credits, and why the PEA only contemplates mining roughly 3% of the total resource base. The conversation also explores Sweden’s evolving permitting framework, the growing strategic demand for vanadium and uranium, and how District plans to continue advancing Viken through additional drilling, environmental work, and economic impact studies aimed at strengthening local and national support for the project.

Newcore Gold has completed a heavily oversubscribed $15 million bought deal financing and immediately expanded its already aggressive drill program at the Enchi Gold Project in Ghana from 60,000 to 80,000 meters. CEO Luke Alexander joins Mining Stock Daily to discuss the strong institutional demand behind the financing, the company’s continued exploration success across multiple targets, and why deeper drilling beneath Enchi’s shallow resource could significantly expand the scale of the project. The conversation also covers the upcoming pre-feasibility study, new discovery potential across the district-scale land package, and why Newcore believes Enchi still remains largely underexplored despite its rapidly growing resource base.