From precious metals to critical minerals, commodity markets are entering a pivotal period. Join industry leaders for a discussion on the trends shaping gold, silver, copper, lithium, and other key resources. Hear how market dynamics, supply and demand, geopolitics, and company-specific catalysts are influencing the sector, and what investors should be watching in the months ahead.
Wed, July 8, 2026 at 2:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the discussion of metals and commodity prices, particularly gold and silver, as the panelists analyzed market trends and potential future movements in light of geopolitical tensions and economic factors. The conversation highlighted the differences in trading patterns between gold and silver and the implications of current market conditions. Key Discussion Points - Overview of current metals and commodity prices, with a focus on gold and silver. - Discussion on the impact of geopolitical events, particularly conflicts in the Middle East, on commodity prices. - Analysis of gold's recent price movements and its role as a source of liquidity in the financial system. - Examination of silver's trading patterns and its volatility compared to gold. - Insights into the industrial demand for silver versus its investment-driven price movements. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Follow up on quest...
Kit Marrs is the Co-Founder, CEO, and President of Alaska Silver, (formerly Western Alaska Copper & Gold). He has more than 25 years experience in mineral exploration and development, property evaluation, and project financing in Alaska and Mexico. Mr. Marrs has worked for major mining companies and consulting firms including Anaconda Minerals Company (Anaconda), Kennecott/Bear Creek Mining, Watts Griffis & McQuat, and Penoles, SA de CV. In 1981, he was the project geologist for the Illinois Creek/Round Top Project for Anaconda and directed the exploration program. He has extensive experience in financing, permitting, and implementing real estate development projects and joint venture developments with values of $10-30 million USD. His combined experience in both geologic exploration and development in Alaska, and real estate project financing, permitting and development gives Mr. Marrs a unique set of skills to lead this company. He holds Bachelor of Science and Master of Science degrees in Economic Geology from the University of Arizona, and served from 2005-2021 on the Advisory Board for the University of Arizona’s Department of Geosciences.
Dan Wilton has more than 25 years of experience in M&A, corporate finance and principal investing in the mining sector, having executed as principal or advised on more than $10 billion of mergers, acquisitions and divestitures and more than $1 billion of financings. Dan was previously a Partner at Pacific Road Capital Management, a mining-focused private equity investment firm with approximately $800 million under management. Prior to joining Pacific Road, Dan's previous roles included Managing Director and Head of the Global Mining and Metals Group at National Bank Financial Inc., Managing Director in Business Development at General Electric based in London, England, and other corporate finance and M&A roles at global financial institutions based in Toronto and New York. Dan is a Director of Providence Living, a residential care and assisted living provider based in Vancouver, BC, and serves on the Audit and Finance and Quality Committees. Dan served on the Board of Providence Health Care for 11 years, including acting as Vice Chair for 6 years and Chair of the Audit and Finance Committee during the financing and approval process for the New St. Paul's development. Dan holds a B.Comm (First Class Honours) from Queen's University and an MBA (with Distinction) from INSEAD in France.
Professional Geoscientist with +15 years of international experience in advanced and early-stage exploration (gold, base metals, iron ore). Cofounder of Troilus Gold where he led the technical team to the discovery of +8Moz AuEq gold in Quebec. Extensive capital markets, corporate development and community relations experience.
Mr. Archer has more than 40 years’ experience in the mining industry, working throughout the Americas. After spending more than 15 years with major mining companies, Mr. Archer held several senior management positions in the junior mining sector and co-founded Great Panther Mining Limited, a mid-tier precious metals producer. He served as President & CEO of Great Panther from 2004-2017 and Director until 2020, and joined Newrange Gold Corp. as a Director in March 2018 followed by his appointment as CEO in January 2019 and President in October 2021. Mr. Archer is a Professional Geologist and holds an Honours BSc from Laurentian University in Sudbury, Ontario.
Replay transcript excerpt
Speaker 1: So good morning, good afternoon or good evening, depending on where in the world you are. I appreciate it very much. I got a great panel here today to discuss metals and commodity prices going into the 2nd half of 2026. Speaker 1: With war in the Middle East apparently back on and unfortunately, England still in the World Cup, Nobody knows which way is up or down. But thankfully I've got some industry experts here with me to help sort it all out. A couple ground rules for today. I know there's a lot of you in the room. Speaker 1: We're probably not going to get to questions about individual securities today, but I still encourage you to put them into the chat if you'd like follow-up. I'll be sending through those questions to the individual speakers' Speaker 1: teams following today's event, so please do feel free to still engage. If you have a question that's on topic, I might be able to work it into the discussion, but we've got a pretty Speaker 1: tight number of questions today, so I might not get to all of them. The only other thing I'll say is today's event is being recorded and will be available for replay end of day Eastern time. It'll pop right in your inbox. It'll also be available on Six's YouTube channel. Speaker 1: But That is through the boring part of today's event. I want to get right into the protein. Speaker 1: And Dan, I'll start with you. He's got big news over the last 2 weeks, obviously, at 1st mining gold. Speaker 1: But gold ran to an all-time high, near 5, 600, almost, in late January, Speaker 1: but then has met months since, Speaker 1: grinding sideways, going into the low 4, 000s, even dipping very briefly into the 3000s a couple weeks ago. My question to you is, is this the consolidation that sets up the next leg higher? Or do ...
