the deep dive
Providing stock analysis for investors of the Canadian junior markets| the deep dive
NextEra Energy and Google will restart Iowa’s 615-megawatt Duane Arnold Energy Center by early 2029 under a 25-year agreement that commits the tech giant to buy the plant’s output. The plant is Iowa’s lone nuclear facility and closed in 2020 after 45 years of operation. The restart places a large baseload unit back on the […] The post Uranium Momentum Builds On NextEra-Google Plan To Restart Iowa Nuclear Facility appeared first on the deep dive.| the deep dive
Does Canada want to depend more on US? This seems the thought to prop up after the federal government of Canada signaled that it will “do whatever we can” to facilitate a potential US-led Keystone XL revival as Prime Minister Mark Carney seeks relief from 50% US steel and aluminum tariffs. Energy Minister Tim Hodgson […] The post Hodgson: ‘We Will Do Whatever We Can To Help’ On Keystone XL Revival appeared first on the deep dive.| the deep dive
Centerra Gold (TSX: CG) reported Q3 2025 revenue of $395.2 million, up 22% year over year from $323.9 million, as a rise in realized gold prices offset lower volumes. Earnings from mine operations increased to $136.4 million from $107.4 million as gross margin improved to 34.5% from 33.1% despite higher unit costs. Production costs rose […] The post Centerra Gold Lifts Income In Q3 2025 On Rising Prices Despite Production Dip appeared first on the deep dive.| the deep dive
The House of Commons voted 170–164 to expand ethics hearings into Prime Minister Mark Carney’s finances and potential conflicts, setting a tighter timetable for witness testimony and document review. The motion, introduced by Conservative MP Michael Barrett, orders the ethics committee to scrutinize Carney’s financial disclosures and blind-trust arrangements and to hear from key witnesses […] The post MPs Expand Carney’s Ethics Probe To His Finances, Brookfield Ties appeared first o...| the deep dive
New Gold (TSX: NGD) posted its Q3 2025 results, with quarterly revenue of $462.5 million, up 83.5% year over year from $252.0 million, driven by record Rainy River production and stronger realized prices. Gold ounces sold increased 43.6% to 117,481 while copper pounds sold rose 8.2% to 11.9 million. Average realized gold price increased 37.9% […] The post New Gold Q3 2025: Revenue Jump, Income Swing, And Record Free Cash Flow appeared first on the deep dive.| the deep dive
Exploration success was had at the Adams Plateau Project in south-central British Columbia, which is owned by Silver47 Exploration (TSXV: AGA). A property wide program that focused on rock sampling soil geochemical surveying is said to have returned positive results. The post Silver47 Completes Property-Wide Geochemical, Rock Sampling Program At Adams Plateau, Identifies Numerous Targets appeared first on the deep dive.| the deep dive
Altamira Gold (TSXV: ALTA) continues its hunt for porphyry style mineralization at their Cajueiro project in Brazil. The latest drill results, which focused on reconnaissance drilling at the Tavares Norte target, are said to have identified the presence of a second mineralized porphyry body. The post Altamira Gold Identifies Presence Of Second Mineralized Porphyry Body At Cajueiro appeared first on the deep dive.| the deep dive
First Quantum Minerals (TSX: FM) reported a Q3 2025 net loss of $78 million, swinging from a $53 million profit despite revenue rising to $1.35 billion from $1.28 billion in Q3 2024. Results point to cost pressure despite stronger realized prices. Gross profit fell 21% year over year to $360 million as gross margin compressed […] The post First Quantum Slides To A Net Loss In Q3 2025 Despite Revenue Uptick appeared first on the deep dive.| the deep dive
Tether acquired an 8.1% position in Gold Royalty (NYSE: GROY), reporting beneficial ownership of 13.8 million common shares. The filing lists Tether Holdings and Tether Investments as reporting persons and pegs the stake at 8.1% against 170.7 million shares outstanding. Gold Royalty describes its portfolio as more than 250 royalties and streams across the Americas, […] The post Tether Deepens Gold Bet With Gold Royalty Purchase appeared first on the deep dive.| the deep dive
Liberal House leader Steven MacKinnon admits the party doesn’t have enough votes to pass the November 4 federal budget, confirming a minority-math shortfall and pressing opposition parties to decide whether they want to force an election. “As we speak right now, we don’t have the votes,” MacKinnon said in an interview. MacKinnon acknowledged the government’s […] The post Liberal Leader: “We Don’t Have The Votes” For Upcoming Budget appeared first on the deep dive.| the deep dive
In this conversation with Matt Wilson, CEO of Sterling Metals (TSXV: SAG), we break down their jaw-dropping drill results and what it means for the junior mining market. Sterling just intersected 262.5 metres of copper mineralization, including 9.5 metres at 19.8% copper equivalent (13.2 g/t gold + 6.8% copper), with a jaw-dropping 0.66 metre interval returning 196 g/t gold and 21.3% copper. The post 200 Grams of Gold And 21% Copper — That’s Not Normal | Matt Wilson – Sterling Metals ap...| the deep dive
In this revealing interview, Steve Hyland sits down with David Morgan of the Morgan Report to dissect the current silver market, inflation dynamics, and how investors can protect themselves in turbulent times. From psychological resistance levels to institutional accumulation, David shares his macro view, tactical moves, and bold price projection. Key themes covered: If you’re […] The post Silver at $100? This Time It Might Stay There. | David Morgan appeared first on the deep dive.| the deep dive
In this conversation with John Passalacqua, CEO of First Phosphate Corp. (CSE: PHOS), we discuss how the company went from concept to producing the first North American-made LFP batteries using its own phosphate source. The post Critical Minerals Are Rerating! | John Passalacqua – First Phosphate appeared first on the deep dive.| the deep dive
In this exclusive interview, Steve sits down with Adrian Day of Adrian Day Asset Management to unpack the forces pushing gold to new highs – and what that means for investors willing to stake their capital in mining. We dive into a series of topics, including: Whether you’re already in the space or just curious […] The post This Isn’t A Gold Rally. It’s A Warning! | Adrian Day appeared first on the deep dive.| the deep dive
In this conversation with Simon Clarke, President and CEO of American Critical Minerals Corp. (CSE:KCLI), we talk about how the US government’s new push into domestic mining is changing the game for explorers and developers. The post The U.S. Just Put Real Money Behind Critical Minerals | Simon Clarke – American Critical Minerals appeared first on the deep dive.| the deep dive
Canada has entered what Defense Minister Anita Anand on Thursday called a “strategic partnership” with China, signaling a cautious but significant shift in Ottawa’s approach to Beijing. The announcement follows months of back-channel discussions, trade overtures, and renewed pressure from domestic industries eager for market access in China amid a turbulent global economic environment. The […] The post Canada’s Anand Claims ‘Strategic Partnership” With China appeared first on th...| the deep dive
President Donald Trump insinuated land strikes in Venezuela could come “soon,” escalating a campaign that already includes CIA covert authority and a major naval deployment in the southern Caribbean. Trump has already publicly confirmed he had authorized the CIA to conduct covert operations inside Venezuela. The authorization is described as enabling lethal activity and broader […] The post Trump: Land Strikes In Venezuela Coming Soon appeared first on the deep dive.| the deep dive
BC Hydro brought in 13,600 gigawatt hours of electricity during fiscal year 2024—approximately one-quarter of the province’s total electricity consumption—costing nearly $1.4 billion, according to regulatory filings with the BC Utilities Commission. The bulk of these imports came from the United States and Alberta, where fossil fuels generate a significant portion of electricity. The reliance […] The post BC Hydro Imports Record Quarter of Province’s Power Amid Prolonged Drought app...| the deep dive
The US finally imposed the first sanctions of President Donald Trump’s second term on Russia, targeting Rosneft and Lukoil, Moscow’s two largest oil producers, with the Treasury giving companies until November 21 to wind down transactions. The White House framed the move as pressure for a ceasefire in its war with Ukraine, as Trump posts […] The post Trump Targets Russian Oil In First Salvo Of US Sanctions On Moscow appeared first on the deep dive.| the deep dive
Ottawa will invest $2 billion to build four small modular reactors at Ontario Power Generation’s Darlington site in Bowmanville through the Canada Growth Fund, a move the government says will make Canada the first G7 country to bring SMR technology online. Ontario added $1 billion through the Building Ontario Fund as part of the same […] The post Ottawa Spends $2B, Ontario Adds $1B To Fund Darlington SMRs appeared first on the deep dive.| the deep dive
McKinsey & Company‘s widely adopted AI chatbot “Lilli” is handling work traditionally done by junior consultants, potentially signaling future workforce changes at the global consulting firm. The AI tool, which synthesizes McKinsey’s intellectual property spanning 100 years and over 100,000 documents and interviews, is now used by approximately 70% of the firm’s 45,000 employees, according […]| the deep dive
As the founder of The Deep Dive, Jay is focused on all aspects of the firm. This includes operations, as well as acting as the primary writer for The Deep Dive's stock ana…| the deep dive
