Markets closed for Family Day — but the deal flow didn’t slow down.

This episode rips through serious mining setups:

A 10Moz Brazilian gold asset with construction permits in hand

A 50,000m drill program backed by a major JV partner

A 70-year mine life monster with $21B NAV at spot

And a $450M silver company restarting production targeting 3Moz/year

We break down real numbers: capex, IRR, payback periods, NAV math, free-carry structures, warrant overhangs, and what actually matters when valuing these assets.

Guest Greg McKenzie, CEO of Silver Storm Mining Ltd., walks through:

Restarting La Parrilla in Durango

3Moz silver-equivalent production target

$30M+ cash, no debt

400Moz silver-equivalent exploration upside

Strategy for capital allocation post-production

Timestamps

00:00 – Markets closed, volatility back, and why deal flow hasn’t slowed

05:03 – 10Moz Brazilian gold asset, construction permits, $665M NAV at $1,200 gold

09:07 – 50,000m drill program + $85M JV spend for 60% (free carry math explained)

11:18 – 70-year mine life, $21B NAV, 9-year payback — how do you value this?

15:19 – Guest: Greg McKenzie on restarting La Parrilla (3Moz/year target)

29:15 – 400Moz silver-equivalent exploration upside & capital allocation strategy

SOUTHERN CROSS GOLD CONSOLIDATED LTD - $SXGC

BELO SUN MINING CORP. - BSX

Westhaven Gold Corp. - WHN

LUNDIN GOLD INC. - LUG

LUNDIN MINING CORPORATION - LUN

Mogotes Metals Inc. - MOG

NGEX MINERALS LTD. - NGEX

Silver Storm Mining Ltd. - SVRS

FIRST MAJESTIC SILVER CORP. - AG

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