Mining Conference Week 1 Reviewed

Mining Conferences reviewed

It was a busy first week of mining conference season in Europe, with conferences starting in London and ending in Zurich, with a two company lunch presentation in the middle.

 

 

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European Mining Conferences Week 1 Reviewed

 

Mining Conferences reviewed – It was a busy first week of mining conference season in Europe, with conferences starting in London and ending in Zurich, with a two company lunch presentation in the middle.

We now have a week to get our breath back before the madness starts again with three more conferences in a single week in London.

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The 121 Mining Conference in London didn’t seem very busy or vibrant to me. Perhaps it was my own mood as the gold price and mining stock prices slumped just before the show started?

I had attended a large presentation a month before and the event was well attended and everyone seemed on a high, so it was disappointing that the mood had become so subdued so quickly.

I remember the previous mining bull run when everyone attended presentations and conferences and exchanged ideas and tips as mining stocks soared, and it was nice to have that atmosphere back again, albeit briefly.

I caught up with Silver Storm, a stock I already hold, and the plan for early production in H1 2026 still seems to be on track. Dolly Varden still looks to have good potential, and has a large drill program ongoing.

I met Kimberley Ann of Lahontan Gold, which is a story I liked, although it’s less advanced, and I may invest if the price pulls back in the tax loss selling season. Kimberley has run companies successfully before and I have known her for many years.

Endeavour Silver are in production, but the AISC is high, The company will remedy that when they increase production at Santa Fe in 2027. I am planning to review this again in the New Year.

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The Swiss Mining Conference is the Rolls Royce of conferences. As one would expect, the Swiss organise everything perfectly. If Carlsberg ran a mining conference, this would be it.

I met a mixture of new companies and some that I already have an investment in. Silver Mines is a company I met for the first time, and one I will keep an eye on. Another first time meeting was with Argenta Silver, which has two projects in Salta, Argentina. I like the story so another one for my personal watchlist.

 

I managed to meet with Equinox Gold as they had a cancellation, and I managed to juggle my meetings around with the help of the organisers, and I really wanted an update as its one of my largest holdings.

All seems on track, commercial production has been declared at Valentine, and they are progressing towards commercial production at Greenstone, where they need to make a few tweaks first. The company has a large debt burden, but of they produce as planned during 2026, that should soon be reduced to manageable levels. I sense the Nicaraguan assets may be sold as well, following on from the sale of the small Nevada mines recently, raising $115 million.

I had a good meeting with Alan Carter, CEO of Cabral Gold, and I feel now is the time for me to invest in this company, as there is a pathway to early production, and the proximity of G Mining’s TZ mine suggests Cabral could be a potential acquisition target in the future.

Alan is British, and has personally invested a large amount in the company, always a good sign in my opinion. He has always come across as honest, an important trait. I plant to invest in the near future.

I met Rana Vig of Blue Lagoon Resources for the first time, and was impressed with his project. The company has just commenced early stage mining, and is due to produce 20,000 ounces of gold in 2026. At $4,000 gold that would equate to around $44 million cashflow. The current market cap of the company is a mere $85 million.

Blue lagoon are toll milling their ore through Nicola Mining’s facility at Merritt, B.C. This is exactly the type of company I like to invest in, early stage mining producing cashflow to fund a much larger drill program avoiding dilution.

Sierra Madre Gold and Silver look like a decent silver play, with La Guittara former producing silver mine near Mexico City. Current AISC at $34 look a little high, but they will come down as production scales up. As long as silver stays high that won’t be a problem.

I saved the best til last, a meeting with Alex Scanlon of Barton Gold. All remains on track for first gold production at the end of 2026. The company will be drilling in 2026 and are some ounces up into the M & I category in H1.

So, a busy two days and I met a host of other companies as well that I will watch their progress.

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We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.

Our audience is selected and invited individually to ensure interest and relevance for the presenting company.

Meetings are non deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.

We create awareness, and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.

If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com

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This website is not sponsored, we are truly independent, and will always remain so.

Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.

All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.

These articles are for awareness and informational purposes only, and are not recommendations in any form.  Always consult an investment professional.

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Disclosure

At the time of writing the author holds shares in some of the companies mentioned in this article.

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