August 31, 2026
Dear Fellow Investor,
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| I just returned from an extended trip visiting the projects for three of our top recommendations in Gold Newsletter.
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| Each of these companies has already been a multi-bag winner for our subscribers. And that tells you the motivation for my site visits: Can these companies offer even more gains?
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| The answer, in all three cases, came back with a resounding “Yes!”
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| Later this week, our September issue of Gold Newsletter (and the preview for Alert subscribers) will be dispatched to subscribers, and will feature my detailed reports from these site visits, as well as updates from many more of our recommended junior mining stocks and my insights on the recent moves in macro, metals and mining.
In regard to the first two, gold and silver soared from their recent lows precisely on the schedule we predicted. Take a look at what gold has done since it bottomed around $4,000:
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| As you can see, the yellow metal soared about 17% in quick fashion, before giving back about 5% in recent days.
For its part, silver jumped nearly 30% in price, reaching $71 on a spot basis, before shedding about 7%.
But get this: The GDX mining stock index catapulted nearly 50% from late July to a high last week, and has come back about 7% since then.
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| In the process of the run ups, the RSI indicators for gold and silver soared to overbought levels, and I predicted an incoming correction to my Gold Newsletter readers.
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| We’re in the midst of that correction, brought on by Fed Chairman Kevin Warsh’s hawkish Jackson Hole speech, but I don’t expect prices to retreat much more.
In fact, I expect a furious fall for the metals and miners, led by the three junior explorers I just visited....
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| Company No. 1...
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| A portion of the drilling grid on this company’s project is visible in this aerial shot. The area shown here is but a very small fraction of this district-scale project with millions of ounces of gold already discovered.
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| Simply put, this company is on auto-pilot. Its project will be a mine — and a very big one. The only remaining questions are when and for how much more it will be sold.
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| The scope of the project, as my aerial shot helps indicate, is huge, and rests amidst a series of multi-million-ounce gold deposits laid out like postage stamps virtually one against another.
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| In short, this boots-on-the-ground trip confirmed to me that this entire district is ripe for eventual consolidation by some major miner or other group. And this company, with the largest resource, the flattest terrain and sitting as a district itself, will be the keystone.
This company’s market value per ounce now sits around $65/ounce, still a small fraction of peer levels. There’s an argument for it eventually trading at a premium to peers as it advances. It’s a strong buy, and you can learn all the details in this month’s issue of Gold Newsletter.
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| Company No. 2...
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| This company’s projects are renowned for high-grade copper intersections. Here I review some nice-looking core with the company’s geological team.
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| With copper setting all-time price highs and reaching for much higher levels over the coming years, getting premier red metal plays into our portfolios has become vitally important.
Company No. 2 is one of the best options around — a high-grade copper play that’s come far enough to backstop its value, yet with a solid path ahead that delivers multi-bagger potential.
I was able to get boots on the ground atop targets that had excited me enough on paper to recommend this company to our readers in September 2023 at C$0.38 — about one-seventh of today’s levels.
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| So after coming this far, how much could possibly lie ahead?
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| The answer to that question is “plenty.” In fact, the greatest gains may lie ahead.
Consider that this company has now drilled hundreds of holes in its initial prospect since I first recommended the company. And the potential I saw back then has now firmed up into the reality of a 1.1-kilometer-long (and growing) target replete with shallow, high-grade copper intersections like 8 meters at 4.99% copper and nearly 20 meters at 3.28% copper.
The key upcoming catalyst is a maiden resource estimate. Looking at the project’s scale, topography and grades, I think they’ll be able to show tens of millions of tonnes of shallow resource averaging over 1.5% copper, with a strip ratio that could actually be negative in the early years.
That would put this company in elite company, where peers are trading at significant multiples of its current market value.
I’ll tell you all about it in this week’s edition of Gold Newsletter.
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| Company No. 3...
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| After landing atop the drill pad for the discovery hole at this company’s top target, I listen to the CEO outline the ongoing drilling along strike upslope and downslope.
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| This company was arguably the biggest story of last year, with a blockbuster discovery hole that quadrupled the company’s market value in a day.
Fortunately for subscribers, this company was our top pick in Gold Newsletter going back to our initial recommendation at C$0.17 in May 2024 — nearly a year-and-a-half before their first drill results came out.
When the discovery hole was released last fall, the company’s share price quadrupled in a day, and eventually reached a 10-bagger high. That was too far, too fast, and I moved it to a “hold” in our portfolio. However, just as the first results from this year’s follow-up drilling were about to be released, I moved it back to a “buy,” as I viewed the risk at that point was to the upside.
It didn’t happen that way. Despite drilling dozens holes at the time, the company had only gotten assay results for a few holes. And those holes, while hitting the target zone, reported results that fell far short of expectations.
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| The company’s share price dove sharply on the day. And while it’s recovered somewhat, it’s obvious that the market now views this company with some skepticism.
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| That was the motivation for my visit to the property — to get an idea of what might lay ahead. And to make a long story short, I’m now making this company a strong buy again.
You’ll discover precisely why — and what I learned on my visit — in a few days in our September issue of Gold Newsletter.
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| More To Come...
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| From just the hints above, you may have guessed some of the companies I’ve described.
If so, congratulations! You’ll benefit from that information...but you’ll benefit even more if you get the rest of the details — plus my updates on many more red-hot junior mining picks and the markets themselves, in our September Gold Newsletter being published later this week.
Here’s the bottom line: This metals and mining market represents a generational opportunity.
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| You’ve already gotten a taste of what our picks can deliver, and the ends to which I’ll go to find the best opportunities for you.
Can you really afford not to be in our Gold Newsletter family of happy subscribers?
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| Knowing what I know about our upcoming issue, I strongly recommend that you click on the link below to subscribe (if you’re not already one of our readers rapidly growing your portfolio with our picks).
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| All the best,
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| Brien Lundin
Publisher, Gold Newsletter
CEO, the New Orleans Investment Conference
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