$AEM Agnico Eagle Mines Tape Reports
Per Ticker.id: $AEM Agnico Eagle Mines Tape Reports — 10 podcast mentions across 2 podcasts (30 days), latest 2026-08-25 17:01 UTC.
Happy Tuesday everybody, welcome back into Mining Stock Daily. Jumping back into the gold market here, a little pullback here in the price of gold, but we're going to talk about Probably top news this week here, actually from yesterday, Agnico Eagle taking a strategic investment into Radisson Mining with a $57 million Canadian investment, about 10% of the company. So we're going to welcome our friends from Radisson Mining, CEO Matt Manson, back onto the podcast. Matt, congratulations on this. You know, all in all, a good day's work yesterday. Your stock was up 25%.
Trevor Hall — Mining Stock Daily · Agnico Eagle Backs Radisson with $57M Investment · 2026-08-25Yeah, absolutely. So maybe let's jump into it. Let's start with how this actually came together, Matt. When did those conversations with Agnico Eagle become serious and what was that original discussion about financing an underground program or did that idea develop through their own due diligence at O'Brien?
Trevor Hall — Mining Stock Daily · Agnico Eagle Backs Radisson with $57M Investment · 2026-08-25I can't speak for Agnico. We're being very careful in all of our interviews not to try and speak for Agnico. They have got their own business, their own objectives. And what I'll say is that Agnico is an exceptionally professional company, and anybody who's dealt with them understands that. And I have a personal history with Agnico. I was in their shop between about 2004, 2006, running a diamond subsidiary company that they had at the time, which was one of the predecessor companies for Stornoway Diamonds. So I know a lot of the individuals there very well. All the senior Agnico people were cross-appointed down into my little sub. And at that time, Agnico was a one-mine company, and that mine was La Ronde in the Abitibi, the mine that's over the back fence of the O'Brien project. So there's a lot of deep familiarity here all round. With people and assets and the histories of things. And so, you know, absolutely, a company like Agnico does a lot of deep dive technical work and they're well known for that. But at a more general level as well, there's a lot of personal familiarity with all of this and that creates a good sense of comfort, I think, for an investment of the size. And this is a pretty significantly sized investment even for Agnico Eagle. I mean, $57 million is not a, it's not a toe in the water. That's a strong statement of validation of Radisson and the O'Brien project.
Matt Manson — Mining Stock Daily · Agnico Eagle Backs Radisson with $57M Investment · 2026-08-25Yeah, I absolutely agree with you. I think not only has Agnico Eagle arguably become probably one of the best gold mining companies in the world as of recent years, but also maybe become on the other side of their business, some of the best strategic investors as far as major producers coming in, allocating capital to towards, yeah, development and exploration type. And so that comes— that does come with a premium by the market, and they owe— and the market does appreciate it. And we saw that in the returns in yesterday's market, as I mentioned, up 25%. But the makeup of this financing here, Matt, did come with the premium both from its previous close and that 20-day VWAP. I'm just kind of curious if I can step into what those negotiations were like on your end, uh, and you know, obviously you're wanting the best premium you can get for your shareholders, for company, Agnico comes in wanting the best deal that they can get at the lowest price. Can you kind of just give us a sense of what that negotiation was? Was this kind of maybe something, you know, is there a structure to these deals now that everybody should live by when a major comes in and provides a premium to a strategic investment? Or is this something that really is kind of hardline negotiations in the boardroom?
Trevor Hall — Mining Stock Daily · Agnico Eagle Backs Radisson with $57M Investment · 2026-08-25And here's what you need to know this morning. Radisson Mining has announced a $57 million Canadian strategic investment by Agnico Eagle, with Agnico subscribing to approximately 53.5 million units at $1.07. That's a 6% premium to the last close. This gives Agnico approximately, uh, 10.5% of Radisson on a non-diluted basis, along with board representation and participation rights. The proceeds will fund an advanced underground exploration program at the O'Brien Gold Project in the Abitibi. It includes access ramp, underground and surface infrastructure, and water management facilities. The program is designed to build the geological and geotechnical data set needed to define mining scenarios for the O'Brien Project. Radisson Mining trades on the venture with RDS and on the OTCQX with RMRDF. Hot Chili is reporting another strong round of results from La Verde copper-gold porphyry discovery in Chile's coastal Atacama region. With step-out diamond drill hole 60 returning 472 meters grading 0.41% copper equivalent from a depth of 49 meters. There also was 105.8 meters in the grading 0.7% copper equivalent. Assays are still pending on the final 142 meters of the hole. Additionally, infill and shallow RC holes extended near surface mineralization with 182 meters of 0.5% copper equivalent and 272 meters at 0.4%. Pot Chile has added a fourth rig to accelerate drilling toward a maiden mineral resource estimate for La Verde later this year. They trade on the Venture Exchange with HCH and on the OTCQX with HHLKF. Talisker Resources has reported the successful loading and departure of its first direct ore shipment from the Bralorne Gold project in British Columbia to Taiwan. 10,944 wet metric tons of weighted average grade— with a weighted average grade of 8.71 grams per ton gold— are now in transit and expected to arrive around September 15th, marking the formal commencement of Talisfield's direct shipping ore strategy for the project. The company is already accumulating material for the second shipment, with 7,100 tons of stockpile at the Lillooet crushing facility. The next marine vessel is expected to depart late October or early November. Talisker Resources trades on the TSX as TSK and on the OTCQX with TSKFF. Ivanhoe Electric has received a preliminary project letter from the U.S. Export-Import Bank indicating up to $1.1 billion in potential debt financing for the Santa Cruz Copper Project in Arizona.
Trevor Hall — Mining Stock Daily · Morning Briefing: Agnico Places a C$57M Strategic Investment into Radisson Mining · 2026-08-24Yeah. This kind of links with what I said before, which is you should own gold. We own it through the miners. We buy individual miners, but if you don't want to do the research, you want to just own some of the large miners that are out out there, this is a good collection of them. The top holding is Agnico Eagle, then Newmont, Barrick, Wheaton Precious Metals, Franco-Nevada's in there, Kinross Gold, some of the bigger names with market caps in the tens, if not hundreds of billions of dollars. So yes, I think this is a good way to get exposure, especially if you have none. Now, should you do cash-secured puts? Well, the issue with that is that you may not get assigned unless there's a large pullback in gold and gold miners, which certainly could happen. We've had a good run as of late. It had support back in July, early July. What do we bottom out at? About $70 per share. Now we're already up to $102 and change, and that's just in the past few weeks. So it's a little bit overbought in the short term. Would like to see a bit more bit of volatility, a bit of pullback just to get back in. But once again, are you going to get put it exactly? I don't know if that's really going to happen. So I think adding cash-secured puts is not a bad idea, but I wouldn't use that as a sole way to get in because you may not get assigned. And yeah, you'll keep a little of that premium on the put, but you want upside. That's what this is about. There's a lot of volatility. You have to know that. You have to know that volatility is the name of the game in the miner, in the gold miner world, any of the commodity stocks, they have high volatility. You have to be comfortable with that. But in an environment like this where debasement is the name of the game of, of our financial system, there's the right tail of that volatility that is being experienced right now. And the right tail is the positive outcome. Most people, when they hear volatility, they think left, they think left tail, they think negative. But this is the right tail and things are looking up for the space.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22Sure. I mean, some of the smaller ones would be Gold Royalty. So that's GROY. That's, that's a very well-run company, well-positioned. It's got incredibly strong royalties that are coming online. It's got a lot of big deals and most of that's in North America. And so, you know, they've got some great counterparties like Agnico Eagle and so forth. And that's, that's relative.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18Well, this reminds me of the call yesterday that was talking about Agnico Eagle and said, "Oh, they bought it well and then it rallied. They took some profits." And it was overbought. And I said, yes, oh, in the short term it is overbought, but because it's pulled back and Ring pulled back from about $100 per share in early March to a low recently about $60 per share, you're talking about a 40% drop from peak to trough. That resets sentiment in a major way. Now we've already rallied from $60 all the way till basically $80 right now at the close today. So that's, It's a big move, right? The high of the day, I guess, was 80. That right there is about a 33% rise. So it is overbought in the short term, but that's the short term. As you said, I'm medium to long term, I remain bullish, and I think the technical setup still remains constructively to the upside. The question is, do you want to buy Ring or do you want to buy— GDX is the most common, that's the VanEck Gold Miners. Ring has an expense ratio of 39 basis points. GDX has 51 basis points. Their portfolios are very similar, so it's a little more expensive when it comes to GDX. As let's see, 59 names, Ring has 40 names. So you're a little more concentrated. Ring with a little bit lower expense ratio. I think both are good. But I like the technical setup in general within the oil patch— or this oil patch, the gold mining or the precious metal subsector. Now the next Invest Talk, we'll look into the story: US housing market cracks, homes are selling below asking price in 38 major cities. A new report shows homes are selling below asking price in 38 of the 50 biggest US cities, a signal that the long dominant seller's market may finally be turning. We will examine what this shift means for real estate as an asset class, homebuilder stocks, and mortgage-sensitive portfolios. That story is for tomorrow. But for now, I'm Justin Klein. I'm ready to take your calls now at 888-99-CHART. At KPP Financial, accountability means more than advice. It means we invest alongside you through our parallel investing approach.
Justin Klein — InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13