{"id":3634,"date":"2025-09-19T15:25:35","date_gmt":"2025-09-19T19:25:35","guid":{"rendered":"https:\/\/www.inflation.us\/news\/?p=3634"},"modified":"2025-09-21T07:58:49","modified_gmt":"2025-09-21T11:58:49","slug":"nia-friday-afternoon-update-gdxj-up-5-percent","status":"publish","type":"post","link":"https:\/\/www.inflation.us\/news\/articles\/nia-friday-afternoon-update-gdxj-up-5-percent\/","title":{"rendered":"NIA Friday Afternoon Update, GDXJ Up 5.16%"},"content":{"rendered":"\n

When Minaurum Gold (TSXV: MGG)<\/strong> comes out with its maiden silver resource estimate<\/strong><\/span> before year-end if it has a larger<\/strong><\/span> silver equivalent resource<\/strong><\/span> than Argenta Silver (TSXV: AGAG)<\/strong> we already know: 1) MGG<\/strong> is fully permitted<\/strong><\/span> for production<\/span><\/strong> (AGAG is not), 2) MGG<\/strong> has long-term local community agreements<\/strong> signed<\/span><\/strong> (AGAG does not), 3) MGG<\/strong> has high<\/span> rates of gold<\/span>\/silver<\/span> recoveries<\/strong> (AGAG has poor recoveries), 4) MGG<\/strong> is directly adjacent<\/strong><\/span> to a large producing<\/strong><\/span> copper mine<\/strong><\/span> meaning the area already has infrastructure<\/strong><\/span> (AGAG is in middle of nowhere)… we believe all of this would mean MGG finishes<\/span> 2025<\/strong> at a significantly higher<\/span> market cap<\/strong> than AGAG<\/strong>.<\/span><\/span><\/p>\n\n

Highlander Silver (TSX: HSLV)<\/strong> just needs to keep doing what they're doing<\/strong><\/span>. So far, they are executing <\/strong><\/span>perfectly<\/strong><\/span>, and they are only drilling the near surface<\/span> open pit target Bonita<\/strong> not<\/span><\/strong> the higher-grade<\/span> sections<\/strong> from the historical resource estimate<\/strong>. We said in February at $1.40 per share<\/strong> that it will take 18 months<\/strong> to reach $15-$20 per share<\/strong>. Nothing has changed.<\/span><\/span><\/p>\n\n\n\n

GDXJ<\/strong> is up by 5.16%<\/strong><\/span> today. The 5% dip<\/strong><\/span> we predicted last weekend already happened<\/strong><\/span> earlier this week.<\/span><\/span><\/p>\n\n

It's not just us saying Contango ORE (CTGO)'s free cash flow<\/strong> is likely to reach $100 million<\/strong><\/span> for the full year of 2025… CTGO's CEO<\/strong> said it at the exclusive<\/span> invite only<\/span> Beaver Creek event<\/strong> last weekend. It's on YouTube with a tiny<\/span> number of views<\/strong>. Most GDXJ held companies<\/strong> are trading for 15-40x<\/span> free cash flow<\/strong> and CTGO<\/strong> will be added<\/strong><\/span> at today's close. GDXJ ownership<\/strong> is near multi-year lows so it's due for massive fund inflows <\/strong><\/span>moving forward:<\/span><\/span><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA has received compensation from MGG of US$30,000 cash for a three-month marketing contract and previously received US$30,000 cash for a three-month marketing contract which has since expired. NIA’s President has purchased 125,000 shares of HSLV and can buy or sell shares at any time. NIA has received compensation from CTGO of US$30,000 cash for three months of coverage and could receive a total of up to US$80,000 cash for ten months of coverage. This message is meant for informational and educational purposes only and does not provide investment advice.<\/em><\/span><\/span><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

When Minaurum Gold (TSXV: MGG) comes out with its maiden silver resource estimate before year-end if it has a larger silver equivalent resource than Argenta Silver (TSXV: AGAG) we already know: 1) MGG is fully permitted for production (AGAG is not), 2) MGG has long-term local community agreements signed (AGAG does not), 3) MGG has […]<\/p>\n","protected":false},"author":1,"featured_media":607,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[163,48,47,28,9,16,49,84,17,24],"class_list":["post-3634","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-agag","tag-copper","tag-ctgo","tag-etfs","tag-gold","tag-hslv","tag-lead","tag-mgg","tag-silver","tag-zinc"],"_links":{"self":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/3634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/comments?post=3634"}],"version-history":[{"count":8,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/3634\/revisions"}],"predecessor-version":[{"id":3674,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/posts\/3634\/revisions\/3674"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media\/607"}],"wp:attachment":[{"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/media?parent=3634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/categories?post=3634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inflation.us\/news\/wp-json\/wp\/v2\/tags?post=3634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}