How will First Majestic Silver's acquisition of Gatos Silver impact the silver market? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Keith Neumeyer, President and CEO of First Majestic Silver, at the 2025 BMO Global Metals, Mining & Critical Minerals Conference. Neumeyer discusses First Majestic Silver's recent acquisition of Gatos Silver and its impact on their production, increasing it to approximately 32 million silver equivalent ounces per year. He also addresses the dynamics of the silver sector, including supply and demand, and expresses his belief in triple-digit silver prices in the future. Neumeyer shares insights on the company's performance, capital allocation strategy, and goals for the next five years, aiming to reach 50 million ounces of production.

Key points:
- Acquisition of Gatos Silver
- Increased silver equivalent production to 32 million ounces
- Views on silver market dynamics and potential price increases
- Share buyback program and capital allocation strategy
- Goal to become a 50 million-ounce producer

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

What makes a "smart deal" in the mining sector? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Matt Geiger, Managing Partner at MJG Capital, about investing in the junior mining space. On the sidelines of the 2025 Mines and Money Conference in Miami, Geiger shares his insights on the gold and copper cycles, noting we are still early in the metal cycle. He discusses factors driving metal prices, including central bank buying and the potential impacts of US policy under President Trump. Geiger also highlights potential M&A activity in the gold sector and what makes a smart deal.

Key points:
- Still early in the metal cycle
- Central bank buying is a primary catalyst for gold prices
- Trump's policies are a net positive for the mining space
- Potential for increased M&A activity in the gold sector
- Smart deals should have operational synergies

Special thanks to our sponsor, Goldshore Resources, for making this coverage possible. Visit https://goldshoreresources.com/ to learn more.

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

How did Agnico Eagle achieve record production and industry-leading margins in 2024? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Ammar Al-Joundi, President & CEO of Agnico Eagle Mines, at the 2025 BMO Global Metals, Mining and Critical Minerals Conference. Al-Joundi discusses the company's outstanding performance in 2024, featuring record production and a 50% all-in-sustaining cost margin. He highlights Agnico Eagle's dedication to controlling costs and maximizing shareholder returns through dividends and share buybacks. Al-Joundi also explains the company's strategic acquisitions, such as O3 Mining, aimed at leveraging infrastructure and enhancing value per share, with a goal to attract generalist investors to the gold sector.

Key points:
- Record production in 2024
- Industry-leading margins
- Returning capital to shareholders
- Strategic acquisitions like O3 Mining
- Attracting generalist investors

Special thanks to our sponsor, First Majestic, for making this coverage possible. Visit https://www.firstmajestic.com/ to learn more.

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.