Weekly Notes (4/1/2026)

Apr 02, 2026

∙ Paid

Provenance Gold (3/26/2026: 84M at 2 gpt AU).

Contango Ore (3/26/2026: Completed takeover of Dolly Varden Silver).

Orezone Gold (3/26/2026: Guidance for 2026. 170K oz at $2200 AISC. Plus, another 90K oz after Casa Berardi deal closes. Strong balance sheet and FCF. Very cheap. 10-bagger potential).

Cerro DePasco (3/26/2026: Acquired the surface rights to …

Continue reading this post for free, courtesy of Don Durrett.

Or purchase a paid subscription.