STOCK TITAN

Silver Above $75 An Ounce And A Cobalt Camp Consolidator Just Engaged The Original Authors Of Its NI 43-101 To Build A New Resource Estimate

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Neutral)
Tags

Silver prices above $75/oz in 2026 support stronger conditions for silver producers, including First Majestic Silver (NYSE: AG). The company operates four producing silver mines in Mexico plus a 70% interest in the Los Gatos joint venture, which delivered 1.49 million attributable silver ounces in Q1 2026.

First Majestic’s Jerritt Canyon gold mine in Nevada remains under temporary suspension but has a restart plan targeting production in H2 2027, supported by about 42,000 metres of drilling planned for 2026.

Loading...
Loading translation...

AI-generated analysis. Not financial advice.

Positive

  • Four producing Mexican silver mines plus 70% JV interest in Los Gatos
  • Los Gatos contributed 1.49 million attributable silver ounces in Q1 2026
  • Restart plan for Jerritt Canyon targeting production in H2 2027
  • Approximately 42,000 metres of drilling planned at Jerritt Canyon in 2026
  • Described as one of the most highly silver-leveraged operators in the market

Negative

  • Jerritt Canyon gold operation under temporary suspension since March 20, 2023

News Market Reaction – CCWOF

-3.77%
1 alert
-3.77% News Effect

On the day this news was published, CCWOF declined 3.77%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Silver price level: above $75/oz Silver all-time high: US$121.67/oz Silver market deficit: 46.3 million ounces +5 more
8 metrics
Silver price level above $75/oz Silver trading range through 2026
Silver all-time high US$121.67/oz All-time high on January 29, 2026
Silver market deficit 46.3 million ounces Forecast 2026 deficit by Silver Institute
High-grade intercept 2,343 g/t Ag over 1.85 m Castle East hole CS-26-129W2
Historical resource 7.56M oz Ag @ 8,582 g/t Castle East Inferred Mineral Resource in 27,400 tonnes
Hecla Q1 2026 revenue over $411 million Record quarterly results reported May 5, 2026
Hecla silver production 3.9 million ounces Consolidated silver production in Q1 2026
Coeur Q1 2026 revenue $856 million Record quarterly revenue reported May 6, 2026

Market Reality Check

Price: $0.1303 Vol: Volume 1,208,674 is 2.91x...
high vol
$0.1303 Last Close
Volume Volume 1,208,674 is 2.91x the 20-day average of 415,902, indicating elevated trading interest into this news. high
Technical Shares at $0.13525 trade 59.69% below the 52-week high of $0.3355 and below the $0.16 200-day MA, but remain 79.61% above the $0.0753 52-week low.

Peers on Argus

CCWOF fell 9.8% while silver peers showed mixed moves: SLVRF gained 15.32%, EXNR...

CCWOF fell 9.8% while silver peers showed mixed moves: SLVRF gained 15.32%, EXNRF rose 2.46%, ZCTSF edged up 0.6%, and RSMXF and RSNVF declined 15.62% and 0.26%, respectively. The varied peer performance suggests today’s move is more stock-specific than a uniform sector rotation.

Common Catalyst Several peers reported project advancement news (mill pre‑commissioning, large drill program), reinforcing an industry focus on expanding resources and processing capacity.

Historical Context

5 past events · Latest: May 19 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
May 19 Resource update engagement Positive -2.6% Re-engaged GeoVector to update NI 43-101 mineral resource for Gowganda tailings.
May 11 Feasibility study review Positive +2.1% Reviewed 1987 Kilborn feasibility, began metallurgical testwork and resource update planning.
May 04 High-grade drill results Positive +4.9% Reported 2,343.7 g/t Ag over 1.85 m and commenced fully funded 5,000 m drilling.
Apr 23 Research coverage Positive -6.3% Couloir Capital initiated coverage, emphasizing early-start production and re-rating thesis.
Apr 20 Boundary consolidation Positive +6.1% Consolidated 4 km boundary, outlined past production and highlighted 600 t/day plant and mill.
Pattern Detected

Recent Nord news has been largely positive, but price reactions have been mixed, with both rallies and selloffs following constructive operational updates.

Recent Company History

Over the last few months, Nord has released a series of development-focused updates. On Apr 20, it highlighted boundary consolidation, historical production and a modular plant, followed by research coverage on Apr 23. High‑grade Castle East drill results and a fully funded drilling phase were reported on May 4, then a historic Kilborn feasibility review on May 11. On May 19, Nord re‑engaged GeoVector to update the Gowganda tailings resource. Today’s article largely weaves these milestones into a single narrative.

Market Pulse Summary

This announcement highlights Nord’s effort to tie together high-grade drilling, historic feasibility...
Analysis

This announcement highlights Nord’s effort to tie together high-grade drilling, historic feasibility work, and on-site processing capacity against a backdrop of silver above $75/oz and a forecast 46.3M oz deficit. Recent milestones include GeoVector’s engagement for an updated resource, Castle East drill results, and expanded land control. Investors may focus on timing and outcomes of the new NI 43-101 work, processing permits, and how Nord’s progress compares with advancing peers across the silver sector.

Key Terms

ni 43-101, mineral resource estimate, qualified person, inferred mineral resource, +2 more
6 terms
ni 43-101 regulatory
"engagement of GeoVector Management Inc. of Ottawa to complete an updated Mineral Resource Estimate (MRE) and supporting NI 43-101 Technical Report"
A Canadian regulatory standard that sets the rules for how mining and exploration companies must report mineral resources and reserves, requiring technical reports prepared or signed off by an independent, certified expert. It matters to investors because it creates a consistent, transparent “inspection report” for mining projects, making it easier to compare prospects, judge the reliability of claims, and assess geological and financial risk before investing.
mineral resource estimate technical
"to complete an updated Mineral Resource Estimate (MRE) and supporting NI 43-101 Technical Report"
A mineral resource estimate is a calculated approximation of how much metal or mineral material likely exists in a particular deposit and where it sits underground, similar to estimating how many cookies are in a jar by peeking at the layers. It matters to investors because it provides a data-based starting point for judging a project's potential value, future production and risks, while not guaranteeing recoverable or profitable amounts.
qualified person regulatory
"retained with two of three original Qualified Person authors and all original modelling data"
A qualified person is someone with specialized knowledge, experience, and training in a particular field, allowing them to accurately assess and verify information or work. Their expertise helps ensure that reports, evaluations, or decisions are trustworthy and meet required standards. For investors, a qualified person provides confidence that the information they rely on is credible and properly validated.
inferred mineral resource technical
"The Castle East discovery hosts a historical Inferred Mineral Resource of 7.56 million ounces of silver"
An inferred mineral resource is an early-stage estimate of the amount and grade of minerals in the ground based on limited sampling and geological evidence; think of it as a rough sketch of where valuable material might be, rather than a detailed blueprint. It matters to investors because it signals potential upside but carries high uncertainty—further drilling and study are needed before it can support mine planning or reliable economic forecasts.
feasibility study technical
"review of a publicly available April 1987 Kilborn Limited feasibility study for the re-milling of silver tailings"
A feasibility study is an assessment that evaluates whether a proposed project or idea is practical and likely to succeed before investing significant time and resources. It considers factors like costs, potential benefits, and challenges, helping stakeholders decide if moving forward makes sense. Think of it as a detailed plan that gauges if a new venture is worth pursuing.
silver-equivalent ounces technical
"2026 consolidated guidance calls for 8.3–8.9 million ounces of silver and 14.6–15.6 million silver-equivalent ounces"
Silver-equivalent ounces express the combined output or resource of a mine in terms of how many ounces of silver it would equal, by converting production of other metals (like gold, lead or zinc) into silver using current market prices. Investors use this single, familiar measure to compare different projects or forecasts—like converting several currencies into one—to see overall scale and value without juggling multiple metal units.

AI-generated analysis. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

Issued on behalf of Nord Precious Metals Mining Inc.

With the historic Kilborn 1987 feasibility study back on the table, 2,343 g/t silver intercepts on the drill bit, and four kilometres of historic boundary now consolidated, one Ontario junior is sequencing exploration, processing, and resource update work into a single integrated narrative.

COBALT, ON, May 27, 2026 /PRNewswire/ -- Fly On Wall Street News Commentary — Silver has spent the better part of 2026 trading above the $75 per ounce level, with the metal's all-time high of US$121.67/oz set on January 29, 2026 still anchoring the year's price band. Structural supply deficits — now in their sixth consecutive year, with the 2026 deficit forecast at 46.3 million ounces by the Silver Institute — continue to pull capital toward emerging-stage silver developers.

Inside that landscape, Nord Precious Metals Mining Inc. (TSXV: NTH) (OTCQB: CCWOF) (FSE: QN3), Hecla Mining Company (NYSE: HL), First Majestic Silver Corp. (NYSE: AG), Coeur Mining, Inc. (NYSE: CDE), and Endeavour Silver Corp. (NYSE: EXK) collectively span the spectrum from emerging-stage Cobalt Camp consolidator to established mid-tier producer — with the smaller end of that spectrum disproportionately positioned for re-rating as resource updates land and processing pathways crystallize.

Nord Precious Metals Mining Inc. (TSXV: NTH) (OTCQB: CCWOF) (FSE: QN3) on May 19, 2026 announced the engagement of GeoVector Management Inc. of Ottawa to complete an updated Mineral Resource Estimate (MRE) and supporting NI 43-101 Technical Report for the Gowganda Silver Tailings, concurrent with confirmatory metallurgical testwork now underway on tailings samples. GeoVector was the author of the 2011 NI 43-101 resource estimate, retained with two of three original Qualified Person authors and all original modelling data. The cumulative drill database exceeds 860 holes across the consolidated Castle-Gowganda land package — a foundation that few junior consolidators in the Camp can match.

The engagement follows the Company's strategic acquisition of adjacent leases closed March 31, 2026, which consolidated nearly 4 kilometres of historic property boundary into a single land package — approximately half of which runs through areas of documented past production. Together, the consolidated 63 km² Castle property and the additional 225 hectares of acquired leases now host 3 of the 5 most productive past-producing silver mines in the Gowganda Camp: the Miller Lake-O'Brien (Siscoe), the Castle, and the Millerett operations. The Miller Lake-O'Brien Mine alone produced approximately 42 million ounces of silver between 1910 and 1972 — historically the largest past-producing Cobalt-style silver mine outside of the Cobalt Mining Camp itself.

On May 11, 2026, Nord disclosed its review of a publicly available April 1987 Kilborn Limited feasibility study for the re-milling of silver tailings deposits on what is now the Company's Castle-Gowganda property. The historic Kilborn modelled returns at six to twelve dollars per ounce silver — the price band in which the deposit's previous operators all held sound technical positions in unsound price environments. Frank J. Basa, P.Eng., President and CEO of Nord, framed the Kilborn report in the Company's release as serious engineering by a firm whose work is still referenced across Canada's major mining camps, and as material that confirms the technical viability of large-scale processing.

Drilling has also continued to deliver. On May 4, 2026, Nord reported analytical results from hole CS-26-129W2 at Castle East, including a 2,343 g/t silver (68 oz/ton) intercept over 1.85 metres — the previously disclosed high-grade silver intercept for which core photographs had been published February 24, 2026. The Company also commenced its fully funded 5,000-metre drilling phase, continuing the ongoing 30,000-metre drill program at the recently enlarged Castle–Gowganda Property. The Castle East discovery hosts a historical Inferred Mineral Resource of 7.56 million ounces of silver grading 8,582 g/t Ag (250.2 oz/ton) in 27,400 tonnes of material from two sections (1A and 1B) of the Castle East Robinson Zone, beginning at a vertical depth of approximately 400 metres.

Nord operates TTL Laboratories in Cobalt, Ontario — the only permitted high-grade milling facility in the Cobalt Camp, which has already produced refined silver doré including a 1,000-ounce silver bar from Cobalt Camp material. The Company has also acquired a 600 tonne-per-day modular gravity plant which awaits commissioning upon receipt of the Recovery Permit, for which the Ontario Ministry of Mines has provided an advanced template and an 80-day fast-track processing pathway. The integrated processing strategy — connecting high-grade silver discovery, district consolidation, historical feasibility validation, and a permitted milling pathway — places Nord in a structural position few junior silver consolidators occupy. For more company information, visit This Link.
 

In other industry developments and happenings in the market include: 

Hecla Mining Company (NYSE: HL) — the largest silver producer in the United States — has continued to leverage record silver prices through 2026, with operations spanning Greens Creek, Lucky Friday, and Keno Hill. On May 5, 2026, Hecla reported record Q1 2026 results with revenue over $411 million and consolidated silver production of 3.9 million ounces — alongside the March 25, 2026 sale of its Casa Berardi gold mine to Orezone, which sharpened the Company's focus on its silver-growth platform and helped eliminate Hecla's long-term debt. With multiple operating mines, deep reserves, and a track record of disciplined capital allocation, Hecla remains one of the most institutionally tracked names in the U.S.-listed silver complex.

Hecla's exposure to long-life North American silver assets reinforces the structural premium that U.S./Canadian-jurisdiction silver carries inside the current procurement environment. Recent capital allocation has focused on continued reserve replacement and ongoing exploration at Lucky Friday and Keno Hill — both contributing to the Company's long-duration silver production profile.

First Majestic Silver Corp. (NYSE: AG) (TSX: AG) continued to operate its four producing silver mines in Mexico through 2026 — San Dimas, Santa Elena, La Encantada, and Los Gatos (acquired in 2025 via the Gatos Silver transaction, in which First Majestic holds a 70% joint-venture interest). In Q1 2026, Los Gatos was First Majestic's largest silver producer at 1.49 million attributable ounces. The Company's Jerritt Canyon gold operation in Nevada has been on temporary suspension since March 20, 2023; on April 2, 2026, First Majestic announced a restart plan targeting production in H2 2027, with approximately 42,000 metres of drilling planned at Jerritt Canyon in 2026. The Company has remained one of the most highly silver-leveraged operators in the public market.

First Majestic's combination of silver production scale, jurisdictional diversity, and operational leverage to spot silver prices has reinforced its position as one of the highest-beta names in the silver complex. Inside the current silver price environment, AG's revenue and cash-flow uplift has been visible across consecutive quarterly cycles, reflecting the structural translation of silver pricing into operational margin.

Coeur Mining, Inc. (NYSE: CDE) has continued to advance its Rochester, Palmarejo, Kensington, and Wharf operations through 2026, alongside the high-grade Las Chispas operation in Mexico (added via the SilverCrest acquisition that closed in February 2025). On March 20, 2026, Coeur closed its acquisition of New Gold Inc., adding the Rainy River and New Afton mines in Canada — creating an all-North American senior precious metals producer with seven operations. Q1 2026 results reported May 6 included record revenue of $856 million.

Coeur's operational platform — now spanning seven North American operations following the March 2026 New Gold acquisition — positions CDE as one of the more strategically diversified mid-tier producers in the silver and gold complex. The combination of Las Chispas integration, Rainy River and New Afton additions, and ongoing optimization at Rochester continues to frame Coeur's investment case heading into the back half of 2026.

Endeavour Silver Corp. (NYSE: EXK) (TSX: EDR) operates a transformed three-mine portfolio in 2026: Guanaceví in Mexico, Terronera in Mexico (which achieved commercial production on October 1, 2025 and is the Company's flagship growth asset), and Kolpa in Peru (acquired in 2025). The Company completed the sale of its Bolañitos silver and gold mine on January 15, 2026, sharpening its focus on the higher-grade Terronera and Kolpa platforms. 2026 consolidated guidance calls for 8.3–8.9 million ounces of silver and 14.6–15.6 million silver-equivalent ounces.

Endeavour's pipeline — anchored by producing Terronera, Guanaceví, and Kolpa, with the large-scale Pitarrilla silver project advancing toward a feasibility study targeted for Q3 2026 and a potential construction decision in early 2027 — positions EXK at the senior-silver-producer transition stage. As Terronera continues its ramp-up and Kolpa integration matures, EXK's production profile is expected to expand materially.

Across the comparable set, the message is consistent: silver above $75 an ounce is funding capital deployment, operational scaling, and resource update work across the public silver complex — and the upstream consolidation layer is where the asymmetry of the trade lives. Nord Precious Metals' May 19 GeoVector engagement, May 11 Kilborn feasibility validation, May 4 high-grade Castle East drill results, and 4 km of historic boundary consolidation collectively form one of the most credible execution sequences a Cobalt Camp consolidator has presented to public markets in this cycle. For investors building exposure to the silver development trade, NTH deserves a closer look.

CONTINUED… Read this and more news for Nord Precious Metals Mining Inc. at: https://usanewsgroup.com/nth-profile/

CONTACT:
Fly On Wall Street
info@flyonwallstreet.com
604-265-2873 

Article Sources:

DISCLAIMER:

Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Flyonwallstreet.com is a wholly-owned subsidiary of Market IQ Media Group ("MIQ"). This article is being distributed for Baystreet.ca media Corp, who has been paid a fee for an advertising campaign. MIQ has not been paid a fee for Nord Precious Metals Mining. advertising or digital media, but the owner/operators of MIQ also co-owns Baystreet.ca Media Corp. ("BAY") There may also be 3rd parties who may have shares of Salazar Resources Ltd. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY does not own any shares of Nord Precious Metals Mining but reserves the right to buy and sell, and will buy and sell shares of Nord Precious Metals Mining at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ on behalf of BAY has been approved by Nord Precious Metals Mining. In summary, this is a paid advertisement, we currently do not own any shares of Nord Precious Metals Mining but will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

 

Cision View original content:https://www.prnewswire.com/news-releases/silver-above-75-an-ounce-and-a-cobalt-camp-consolidator-just-engaged-the-original-authors-of-its-ni-43-101-to-build-a-new-resource-estimate-302783035.html

SOURCE Fly On Wall Street

FAQ

What silver mining assets does First Majestic Silver (AG) operate in 2026?

First Majestic Silver operates four producing silver mines in Mexico and holds a 70% joint-venture interest in the Los Gatos mine. According to the company, this portfolio underpins its position as a highly silver-leveraged producer.

How much silver did Los Gatos contribute to First Majestic Silver (AG) in Q1 2026?

Los Gatos was First Majestic’s largest silver producer in Q1 2026, delivering 1.49 million attributable silver ounces. According to the company, this mine is a key driver of its silver-focused production profile.

What is the status of First Majestic Silver’s (AG) Jerritt Canyon mine as of 2026?

Jerritt Canyon in Nevada has been on temporary suspension since March 20, 2023. According to First Majestic, a restart plan targets renewed production in H2 2027, supported by significant drilling during 2026.

When is First Majestic Silver (AG) planning to restart production at Jerritt Canyon?

First Majestic announced a restart plan targeting Jerritt Canyon production in the second half of 2027. According to the company, around 42,000 metres of drilling in 2026 will support this restart strategy and future mine planning.

How are high silver prices in 2026 affecting First Majestic Silver (AG)?

High silver prices above $75 per ounce are described as supporting revenue and cash-flow uplift for First Majestic. According to commentary, AG’s operational leverage to silver prices has been visible across recent quarterly periods.

Why is First Majestic Silver (AG) considered highly leveraged to silver prices?

First Majestic is described as one of the most highly silver-leveraged operators in the public market. According to the company, its concentration in silver-heavy assets and production scale amplifies the impact of moves in the silver price.