Charles Haggar, Mathieu Boisvert and Michael Gentile
Will permitting reform in North America unlock trillions in hidden value? Gold and silver are soaring, but junior miners are still trading at crisis-level valuations. Michael Gentile, Co-founder of Bastion Asset Management, says the market is missing the real story: mining stocks are positioned for explosive upside as capital starts returning and M&A ramps up. He discusses why U.S. policy shifts under Trump are bullish for critical minerals, how permitting delays in Canada are holding back value, and why junior equities are his top conviction trade over the next 6-12 months. Key points:
- Juniors trading like gold is still $1,500 despite $3,300 spot price
- Institutions and M&A are quietly returning to mining
- U.S. policy reversal on drilling bans opens doors for critical minerals
- Canada risks falling behind without regulatory reform
- Gentile sees best upside in mid-cap producers and juniors
