P2 Gold Inc

Durrett puts P2 at a solid 10-bagger candidate - a 3 million ounce project in Nevada with a strong team, entering production shortly after Lahontan.
He suggests construction could come in 2027.

Gold at $4,100 anchors his buy-the-dip plan: add again below $4,000, and again below $3,700. His Beaver Creek list holds 37 stocks, all rated as tenbaggers (ten-times-plus targets), with seven winners out of ten as the goal. He grades risk-reward by letter and number; near-term producers screen best, while late-stage projects carry more risk. Discovery Silver and Osisko Gold Group lead his Canadian gold picks, and Silver X's 250 million ounce resource lifted the grade. Low insider ownership makes Andean Silver, Talisker and Avino the likeliest takeover targets on his list.

Gold The Bottom Is In

about 2 months ago

Key Highlights

The host names P2 Gold as one of his top junior mining picks, arguing it is well-positioned to do well in the next gold price run-up (as of 2026-08-14).
The host discloses he owns shares in the company and has produced dedicated videos on it.

Ben argues gold's 30% correction since January is now over, with MACD divergence and a trend-line break signaling the bottom. Gold miners broke their own downtrend, corroborating the bottom call; Ben expects price to take out the prior $5,600 high. Silver has lagged but cleared the $64 resistance level, and traditionally catches up late in precious-metal bull runs. Seasonality favors gold through summer into the next push, based on the 50-year monthly return pattern. Ben flags seven junior gold and silver names as well-positioned, while warning these volatile stocks should stay under 10% of a portfolio.

Gold & Silver Miners, Macro Risks, and Investing Strategy | Don Durrett and John Feneck

Investor TV

2 months ago

Don Durrett calls junior gold and silver miners a once-in-a-generation asymmetric trade — entry prices vanish once gold crosses $5,500–$6,000. He values juniors on a 36-month forward gold/silver price ($7,000 and $200 today) instead of spot, capturing leverage before the metal moves. Build a portfolio pyramid — ETFs and majors form the foundation, junior miners sit on top with capped position sizes near 1% of capital. When the original thesis survives a 40% drawdown, add to the position — averaging down improves blended cost basis and removes emotion. The macro case rests on Fed intervention history from Greenspan through today and ongoing de-dollarization — both push investors into gold.

50 buy-the-dip stocks (July 17, 2026)

Don Durrett

3 months ago

Key Highlights

The speaker calls P2 Gold a Lahontan clone with a slightly larger project behind it.
At roughly $195M versus Lahontan's $124M he attributes the premium to a better-known, more experienced management team that investors are more comfortable with.
He still sees ten-bagger upside in Nevada for both, but thinks Lahontan reaches production first and P2 is roughly two years out.

He reviews 50 gold and silver mining stocks he owns, sizing the upside against $7,000 gold and $200 silver. Most of the list screens as an eight-bagger or better, and he favors undervalued producers growing output. Development names need patience: permits plus roughly two-year builds push many payoffs to 2028 and beyond. He cautions that gold and silver mining stocks are speculative, so keep allocations small and only risk what you can lose.

Triumph Gold ($TIG) Advances Projects in Yukon and Utah | Interview with Don Durrett and John Feneck

Investor TV

4 months ago

Key Highlights

The analyst calls P2 Gold 'a kind of a clone of Lahontan' — similar projects of about the same size — and says owning the pair is a favourite way to play Nevada development.
He says the two 'look absolutely fantastic' and that he owns both.

Triumph Gold's CEO argues the company stayed deliberately idle through the bear market and is now spending. A $5.4 million raise funds three drill rigs, a 45-person camp, and re-logging all 150,000 metres of historic core. The CEO says old drill logs plus 30,000 soil samples are being reassessed with AI to define a major discovery target. A Utah silver project carries a 12-tonne bulk sample grading 45 ounces per tonne, with drilling targeted for late summer. The analysts frame both assets as undervalued versus what they estimate the ground is worth per ounce.

P2 Gold My Highest Conviction Gold Stock Will Become a Producing Mine

4 months ago

Key Highlights

As of June 2026, the host names P2 Gold as his highest-conviction gold stock, arguing it has what it takes to become an operating mine and could re-rate to higher multiples.
He points to the project's economics: an average of 175,000 ounces of gold per year over 14 years, with an after-tax net present value of $2.25 billion and a 77% internal rate of return.
His central justification is the team's track record — he says P2 Gold's management already built the Brucejack underground gold mine in remote British Columbia, and that the Gabbs project should be a simpler build.
He notes Gabbs sits in Nevada with roads and power already crossing the property, and describes Nevada as one of the friendliest mining jurisdictions in the world.
On valuation he says the shares fell from $1.04 at the end of January 2026 to about $0.71 as of early June 2026, leaving the stock below 10% of its net present value and about three times cheaper than some peers; management holds 15% of the shares, which he presents as shareholder alignment, and he discloses owning shares himself.

The presenter calls P2Gold his highest-conviction gold stock, betting management can repeat the Brucejack mine build in Nevada. Gabbs is the simpler project: roads and power already cross the property, in what he calls a friendly mining jurisdiction. Plans call for average annual output of 175,000 ounces over 14 years, with an after-tax NPV of $2.25 billion. Projected IRR of 77% underpins his claim that shares trade below a tenth of project value and three times below some peers. Shares fell from $1.04 in late January to 71 cents; management holds 15%, and the presenter discloses he owns the stock.

Update on P2 Gold, Gold Stock Looking to Break Out

5 months ago

Key Highlights

The host spotlights the day's news at the Gabbs project in Nevada: Hole 21, a 100-meter step-out from the south, cut 183 g/t gold and 4% copper over 1.52 meters, expanding the Lucky Strike zone.
The host, who discloses he owns shares, argues the stock is undervalued at a market cap of about $213 million (at the time of the video) versus a PEA showing a $943 million net present value and a 33.8% IRR for Gabbs.
He points to upcoming catalysts he expects could move the stock: a resource update in Q3 and a feasibility study in Q4.
He credits P2 Gold's management as proven for building the Brucejack underground gold mine in BC and selling it for $3.5 billion, and says they are moving Gabbs along quickly.
The stock was up about 6.5% on the drilling news as of May 20, 2026, and the host believes it is consolidating after a big run-up into January and could break out to the upside in the near term.

P2 Gold reports a high-grade intercept of 183 grams gold and 4% copper over 1.52 metres, expanding the Lucky Strike zone at Gabbs, Nevada. Gabbs hosts 3.35 million gold-equivalent ounces; its preliminary economic assessment (PEA) shows a $943 million net present value and 33.8% internal rate of return. Management built and sold BC's Brucejack underground gold mine for $3.5 billion — a proven track record behind P2's $213 million market cap. The presenter — a shareholder — sees a resource update in Q3 and a Q4 feasibility study as catalysts for an undervalued stock poised to break out.

Don Durrett & John Feneck Interview Blackrock Silver ($BRC | $BKRRF) & Discuss Stock Insights

Investor TV

5 months ago

Key Highlights

Durrett points to P2 Gold as close to construction yet getting no value, because weak sentiment means investors will not pay until a company finances and actually starts building.

Blackrock Silver's updated PEA (Preliminary Economic Assessment — an early mine study) extends mine life 42% to 11.2 years with $190 million capex. The Nevada project plans 7.1 million silver-equivalent ounces a year at AISC (All-In Sustaining Cost — what it really costs to produce an ounce) near $1,744. Sitting entirely on private land skips federal review; one of three key permits is secured, with groundbreaking targeted for the second half of 2027. Guest Don Durrett sizes potential free cash flow at $750 million to $1.2 billion on $200 silver and calls Blackrock a top takeover target. Hosts also highlight Honey Badger's $11 million purchase of the 400-million-ounce Prairie Creek project from Canadian Zinc, calling it an unusual bargain.

Top 5 Junior Gold Explorers

8 months ago

Key Highlights