Walnut Ave Value
Value Investor & Writer
Gold and precious-metals miners are at the start of a new bull market, judging by the crowds and packed meeting schedules at the 2026 Precious Metals Summit in Beaver Creek. buzzsprout.comÂ
Gold miners Agnico Eagle, B2Gold and Newmont are worth buying aggressively because, per Willem Middelkoop (@wmiddelkoop), gold mining shares are dirt cheap again compared with gold. x.comÂ
Gold mining stocks are worth owning heavily because the sector is generating extraordinary profits at current metal prices. Per Tavi Costa, gold miners are doing more share buybacks than at any point in history, on a scale never seen before, as a direct result of that profitability. You can't own enough gold stocks in view of what is coming. x.comÂ
Domestic precious-metal miners are favored, because as gold moves into its next leg up, things will get rough in some places and some governments will get greedy. @CandidMacro adds energy supply issues at mines in Mali and probably Australia. Favorites are Coeur Mining, Hecla Mining, Endeavour Silver, Blackrock Silver and FGOVF. x.com x.com x.comÂ
Sitka Gold is likely to be sold within the next few years for well over $1bn as major producers circle its growing gold discovery. It has found over 5 million ounces since 2022, and its current 50,000-meter drill program might add a few million more this year. Several major producers sent geologists and business development and evaluation specialists on a recent site visit and showed great interest. The market cap has already risen from under $15mln to over $300mln. x.com x.comÂ
Greenland Mines is a low-float stock that will be hard to hold back given all the news coming out of Greenland. x.comÂ
International Tower Hill's Livengood deposit, 13.6M ounces of gold fully owned in Alaska, has become worth developing with gold above $4,000/oz. It sat untouched for years because the math didn't work. Fresh drilling has begun, and a new CEO/COO team, an ex-$1B financing executive and a former Kinross Alaska operations chief, aims to push it toward feasibility and construction. John Paulson holds a major stake. It is still pre-production; the chart shows a falling-wedge breakout on volume. x.comÂ