Metals Outlook 2026

Investor webinar replay

Meeting Overview The meeting featured a discussion between the CEOs of 1st Mining Gold and Generation Mining, focusing on the current state of gold and copper markets, their recent price movements, and the impact of geopolitical tensions on these commodities. The conversation also touched on the potential for future volatility and the broader economic implications. Key Discussion Points - Overview of current gold and copper prices and their year-over-year changes. - Insights from Kerry Knoll on the surprising behavior of gold prices and the factors influencing copper demand. - Dan Wilton's perspective on the potential for gold prices to rise further and the impact of geopolitical instability. - Discussion on the implications of global tensions and lack of trust in financial systems on gold prices. - Exploration of the potential for a global recession and its effects on copper demand, particularly in housing and electronics. Decisions Made - No explicit decisions recorded. Action Ite...

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[Speaker identities could not be resolved; generic labels used] [00:04] Speaker 1: Good morning, good afternoon or good evening, depending on where in the world you're signing in from. I think most continents are represented today, though nobody from the continent of Antarctica, unfortunately, always expecting 1, never see 1. [00:14] Speaker 1: But I am excited to have with me today 2 of Ontario's large development stories. 1st Mining Gold is represented by Dan Wilton, the company's CEO, and Generation Mining is represented by Kerry Knoll, the company's chairman. Let's talk shop, gold, copper, markets in general. Gentlemen, how are you today? [00:28] Speaker 1: Very well, Romeo. Great to see you. Yeah, good to see you guys. So here's how today's going to work for the folks in the room. I do have some questions to get everybody started, but I know there are quite a few of you. So this is an interactive event. Feel free to use the chat button at the bottom of your screen to communicate during the event. If you do have questions that fit in with what we're talking about or just generally the conversation, I'm going to try to weave them in where possible. If there's some specific questions, I'll tag them to the end. I know a lot of you already submitted questions over email that are really specific to either 1st Mining or Gen M. What I'll do is pass those on to the teams afterwards. We're probably not going to get too far into the weeds today, But I will be moderating the chat throughout the event, so if questions keep coming up, I'll make sure that we get to them as quickly as possible. [01:05] Speaker 1: Only other boring piece of housekeeping is that this is being recorded and will be available for replay [01:10] Speaker 1: along with your comments, [01:11] Speaker 1:...