Watch our video with Kerem Usenmez of Volta Metals (CSE: $VLTA | OTCQB: $VOLMF), on the Springer REE & gallium deposit in Canada. 176 Mt of REE, PEA targeted for late 2026. Could be NA’s first gallium resource. China controls 98% of the mkt.
#REE #Gallium #RareEarths #CriticalMinerals #Mining #Investing
https://eresearch.com/2026/05/07/industry/mining/mining-battery-metals/analyst-video-volta-metals-eyes-north-americas-first-gallium-resource/
Analyst Video - Volta Metals Eyes North America’s First Gallium Resource
Volta Metals (CSE: VLTA) CEO Kerem Usenmez spoke with Chris Thompson of eResearch in a video interview to discuss the Springer rare earth and gallium deposit in Ontario, Canada. The project hosts 176 million tonnes of REE mineralization and is open in all directions. Kerem covers the metallurgical work underway with SGS, Idaho National Laboratory, and Laurentian University, the case for gallium in North America, and the company's plan to deliver a PEA before year-end. With paved road access and hydropower on site, Springer stands out for its infrastructure and resource expansion potential. [more]
NEW UPDATE REPORT – Turnium’s Insentra Acquisition Triples Revenue Run-Rate and Sets Path to Profitability
We have published an equity research Update Report on Turnium Technology Group (TSXV: TTGI | FSE: E48), maintaining a Speculative Buy rating and increasing the 12-month price target to $0.30 per share. The report covers TTGI's acquisition of Insentra, which tripled the Company's annualized revenue run-rate from approximately $7 million to $30 million, and the concurrent divestiture of the TNET Division. Management projects $28M to $32M in revenue and $2.1M to $4.1M in Adjusted EBITDA for the 12 months beginning March 1, 2026, marking the Company's first projected profitable operating period. [more]
Analyst Video - Globex Mining Builds Royalties Across 270 Assets
Globex Mining Enterprises (TSX: GMX) President David Christie spoke with Chris Thompson of eResearch in a video interview covering how the company's project generator and royalty business model builds and monetizes a portfolio of more than 270 mineral assets across North America. With roughly $40 million in cash and securities and zero debt, Globex acquires properties, adds value through exploration and geophysics, and options them to partners for cash, shares, and retained royalties, without raising capital from markets. For some projects, the company does more development work before finding a partner, but a royalty is always the goal. On the Globex side, key 2026 catalysts include drill programs at Cadillac Wood and Rouyn-Merger in Quebec. On the partner side, watch for a maiden resource at Bald Hill Antimony in New Brunswick, a feasibility study at Mont Sorcier iron ore, and continued drilling at Devil's Pike (now called Golden Pike). [more]
PDAC 2026 Article – BHP Advances AI Strategy Across the Mining Lifecycle
BHP’s artificial intelligence (AI) mining strategy centers on execution, not technology alone. At PDAC 2026, Mikko Tepponen outlined how data integration, AI, and system-level platforms are reshaping mining decisions from exploration to operations. As ore bodies become deeper and more complex, and demand for critical minerals rises, BHP is prioritizing faster decision cycles, improved capital allocation, and operational stability. Key initiatives include centralized exploration data platforms, computer vision in iron ore operations, and digital twins at Escondida. The company reports over US$2 billion in value from digital initiatives, but emphasizes that scalable execution and integrated systems will define long-term competitive advantage. [more]
Read our article about Rick Rule’s PDAC 2026 speech: he warns the US$ could lose up to 75% purchasing power in 10 years and prefers ‘buy hate, sell love’ bets in micro-cap explorers, frontier markets, and offshore deepwater.
#PDAC2026 #Mining #Gold #Copper #Commodities
https://eresearch.com/2026/03/04/eresearch-reports/analyst-articles/pdac-2026-article-rick-rule-sees-double-bull-market-ahead/
PDAC 2026 Article - Rick Rule Sees Double Bull Market Ahead
At the PDAC 2026 Investment Leaders Forum, Rick Rule argued investors may be entering a rare period when precious metals and industrial commodities advance together. He tied the setup to governments devaluing currencies and decades of underinvestment in mining exploration and broader industrial supply. Rule said the US dollar could lose up to 75% of its purchasing power over the next decade, a backdrop that could lift the nominal price of gold and reprice hard assets. His framework is to build a conservative base first, then add selective higher-risk positions where the market shows hate or boredom. [more]
Read our article about Gustavo Pimenta of Vale S.A. (NYSE: VALE) at PDAC 2026 Toronto, on its global mining strategy.
Demand seen up 5–6x from AI + electrification. Vale’s plan uses existing assets + automation. Key edge is high-grade ore + scale.
Catalyst is execution + social license to close the valuation gap.
$VALE #PDAC2026 #mining #ironore #copper
https://eresearch.com/2026/03/02/eresearch-reports/analyst-articles/pdac-2026-gustavo-pimenta-outlines-vales-mining-of-the-future/
PDAC 2026 - Gustavo Pimenta Outlines Vale’s “Mining of the Future”
At PDAC 2026, Vale S.A. CEO Gustavo Pimenta outlined a five-pillar strategy at Vale that he believes can help reshape mining’s role in the global markets. He said mineral demand could rise five to six times, driven by electrification, AI infrastructure, and global development. However, mining company valuations remain low due to weak public perception. Vale plans to meet this demand by focusing on iron ore, copper, and nickel, leveraging existing infrastructure, automation, and lower-carbon products. Pimenta emphasized that execution and social license, not just production growth, will determine whether mining companies can close the valuation gap. [more]
Watch our video from PDAC 2026 with Mark Selby, Canada Nickel Company (TSXV: CNC), on the Crawford project in Timmins.
The nickel scale story focuses on multi-million tonne resources, ~$30/t vs $12/t costs, and ~1.5Mt CO₂ capture. Key catalyst is permitting and funding toward 2026 build.
$CNC #PDAC2026 #Mining #Nickel #lowcarbon #criticalminerals
https://eresearch.com/2026/03/31/industry/mining/mining-base-metals/pdac-2026-video-canada-nickel-expands-large-low-carbon-nickel-district/
PDAC 2026 Video - Canada Nickel Expands Large Low-Carbon Nickel District
At PDAC 2026, Mark Selby of Canada Nickel Company (TSXV: CNC) explains why scale is replacing grade in nickel development. The Crawford Project in Timmins shows how large, low-grade deposits can generate strong margins using modern mining methods. The discussion also covers district growth, funding structure, and carbon capture potential. With a projected $2.5 billion capital package and support from partners like Samsung SDI, the company is positioning itself as a supplier of low carbon nickel. The interview outlines how the nickel scale story is evolving as demand grows outside Indonesia. [more]
Watch our video from PDAC 2026 with Terry Lynch from Power Metallic Mines (TSXV: PNPN) on the Nisk Project in Quebec. Metallurgy came in at ~95% recoveries, and the project is now being viewed as a rare orthomagmatic system. PEA expected later this year.
$PNPN #PDAC2026 #Mining #Copper #Nickel #PGE
https://eresearch.com/2026/03/31/events/pdac-2026-video-power-metallic-mines-advances-high-grade-nisk-discovery/
PDAC 2026 Video – Power Metallic Mines Advances High Grade Nisk Discovery
Power Metallic Mines (TSXV: PNPN) is advancing the Nisk Project in Quebec, where recent metallurgy results have improved recoveries to roughly 95%. In a PDAC 2026 interview, CEO Terry Lynch discusses how the Lion Zone shifted the project from a nickel sulphide system to a rare orthomagmatic Ni-Cu-PGE discovery. The company has raised $50 million and is advancing a 100,000-metre drill program. A Preliminary Economic Assessment (PEA) is now targeted for later this year. Despite strong commodity prices and expanding land position, the stock has traded sideways, highlighting a potential disconnect between project progress and market valuation. [more]
Watch our video from PDAC 2026 with Ian Foreman from Supreme Critical Metals (CSE: CRIT) about the Gator project in Nevada and its growing Nevada exploration pipeline. Drilling planned at Silver Vista and early work underway at Jericho and Gator.
$CRIT #mining #gold #silver
https://eresearch.com/2026/03/27/events/pdac/pdac-2026-video-supreme-critical-metals-adds-second-nevada-gold-alongside-bc-silver-asset/
PDAC 2026 Video – Supreme Critical Metals Adds Second Nevada Gold Alongside BC Silver Asset
Supreme Critical Metals . (CSE: CRIT) is building an exploration pipeline across Nevada and British Columbia. In this PDAC 2026 interview, VP Exploration Ian Foreman outlines the addition of the Gator project in Nevada’s Battle Mountain region, alongside ongoing work at Jericho and the Silver Vista project in BC. The company plans drilling at Silver Vista later this year, while advancing early-stage mapping and sampling programs in Nevada. The strategy combines silver exposure with new gold targets, creating a multi-asset exploration portfolio. Near-term activity is expected to generate steady technical updates across all three projects. [more]
Watch our video from PDAC 2026 with Thomas Ullrich from Aston Bay about the Storm Copper Project in Nunavut. Low capex plan. Funding in place. Exploration upside
$BAY #Copper #Mining #PDAC2026
https://eresearch.com/2026/03/26/events/pdac/pdac-2026-video-aston-bay-outlines-2028-production-for-storm-copper-ahead-of-upcoming-pfs/
PDAC 2026 Video – Aston Bay Outlines 2028 Production for Storm Copper Ahead of Upcoming PFS
Aston Bay Holdings (TSXV: BAY) is advancing the Storm Copper Project in Nunavut toward potential production by 2028. In a PDAC 2026 interview, CEO Thomas Ullrich outlined a low-capex development plan supported by ore sorting and a funding agreement with Ocean Partners. The project hosts high-grade near-surface copper, while new geophysical work is targeting deeper mineralization. Meanwhile, the Epworth project continues to deliver early exploration results, with new showings and initial drilling planned. The company remains free-carried at Storm through its partnership with American West Metals (ASX: AW1). [more]
