Categories
Gold

Alaska’s $80 Billion Gold Secret: How Donlin Could Transform America’s Wealth

Source: Brian Hicks 04/04/2025

Brian Hicks of Wealth Daily explores how the massive 39-million-ounce Donlin Gold deposit in Alaska represents not just untapped mineral wealth, but a revolutionary opportunity for American prosperity through resource tokenization.

“The fortunes of a nation lie beneath its own soil. Let no republic depend on foreign hands when Providence has stocked its lands with gold.”
— Inspired by Thomas Jefferson

Picture a gold deposit so enormous, so critically valuable to the United States and its people that its full development could permanently alter the global gold supply landscape.

Yet, it remains virtually undiscussed.

Introducing Donlin Gold, a gigantic untouched gold deposit in southwestern Alaska’s remote highlands.

Supported by two mining giants — Barrick Gold Corp. (ABX:TSX; GOLD:NYSE) and NovaGold Resources Inc. (NG:TSX; NG:NYSE.MKT) — this mammoth project contains one of the world’s largest undeveloped gold reserves.

Here’s what makes Donlin exceptional — and why it may soon become central to America’s quest for domestic critical resources.

The Figures are Astounding

We’re not talking about some small explorer with an unproven plot of land.

This is a 39-million-ounce gold deposit (measured and indicated), grading 2.24 grams per tonne — almost twice the grade of typical open-pit gold projects today.

Let that register, friend.

This isn’t low-grade, borderline ore.

This is premium-grade gold in massive quantities, located within United States borders, in a region desperate for secure domestic mineral supplies.

And the surprise?

Only a small portion of the property has been explored.

According to on-site geologists, the surrounding area shows district-scale potential. In other words, it could rival Nevada’s legendary Carlin gold trend in size.

This suggests Donlin could potentially double in size — or more — with additional exploration.

It’s Massive. It’s Valuable. But Why Isn’t It Being Extracted?

The straightforward answer is politics, permitting, and infrastructure.

Similar to Northern Dynasty Minerals Ltd.’s (NDM:TSX; NAK:NYSE.MKT) Pebble Creek gold project southward, Donlin is situated deep in Alaska’s remote Yukon-Kuskokwim region — distant from roads, electricity grids, and the bureaucratic comfort zone of the EPA and Army Corps of Engineers.

To bring Donlin Gold into production, a natural gas pipeline stretching hundreds of miles would need construction.

The project has already undergone more than a decade of permitting, tribal consultation, and environmental assessment. It received its final EIS (Environmental Impact Statement) and Record of Decision from the U.S. Army Corps of Engineers in 2018 — a significant milestone.

But like all mega-projects in today’s mining-resistant climate, local lawsuits and appeals have hampered progress. Critics mention concerns about fish habitats, cultural impacts, and environmental risks — particularly regarding waste management.

Nevertheless, unlike Pebble Creek, Donlin enjoys crucial backing from Native corporations owning the surface and subsurface rights: Calista Corporation and The Kuskokwim Corporation (TKC). That’s not merely symbolic. It’s essential.

These Alaska Native groups have openly endorsed Donlin’s development, citing its employment potential, community infrastructure plans, and economic advantages for some of Alaska’s most underserved communities.

In Brief, Donlin Isn’t Battling Against Alaska — It’s Championing It

Valued over $80 billion at current prices, the unmined gold isn’t speculation. It’s not theoretical. It’s authentic, verified, and permitted.

And yet . . . billions in precious metal remains untouched.

But that’s changing — because a powerful convergence of technology, politics, and patriotism is forging a bold new approach. A method to unlock Donlin’s value without disturbing the earth.

And it begins with NatGold Digital Ltd. and a revolutionary proposal to secure America’s future with what lies beneath our soil.

I’ll elaborate shortly. . .

But first, let’s discuss facts.

Donlin: The Hidden Treasure Nobody’s Discussing

The Donlin Project is equally owned by NovaGold Resources and Barrick Gold, two mining industry powerhouses.

Both NovaGold and Barrick have invested tens of millions into the Donlin Gold project.

So this isn’t some distant speculative venture.

So what’s causing the delay?

The usual culprits are environmental litigation, infrastructure challenges, and a glacially slow permitting process.

In fact, efforts to advance the Donlin Gold project suffered another courtroom defeat last September. According to Courthouse News Service:

In a world where capital is limited, fuel is costly, and ESG concerns dominate headlines, constructing a $7 billion mega-mine in remote Alaska has become nearly impossible.

That’s why digitizing Donlin’s unmined gold reserves could be the breakthrough we’ve awaited.

Like Pebble Creek, Donlin’s gold was discovered in the 1980s. And just like Pebble Creek, Donlin’s immense wealth remains underground, trapped in bureaucratic complexities with no clear path forward.

NatGold: Freeing Trillions Without Breaking Ground

Introducing NatGold — a visionary framework for a new type of gold-backed digital asset.

Instead of extracting physical gold, NatGold proposes something daring and elegantly simple: Digitize in-ground, certified gold reserves and provide investors electronic ownership of genuine, undisturbed wealth.

Each token represents a fraction of a certified gold ounce, confirmed by independent geological reports and recorded on a transparent blockchain ledger.

It’s a contemporary vault — digital, verifiable, and inflation-resistant — backed not by extracted gold but by America’s buried treasure.

Donlin is the perfect pilot project. With 39 million verified ounces waiting, why not tokenize 5 million — or the entire deposit — and place it in a new national reserve?

That reserve has a name — and a purpose.

Trump’s Sovereign Wealth Fund: Converting Gold Into National Strength

In early 2025, former President Donald Trump signed a groundbreaking executive order aimed at reclaiming U.S. control over critical mineral supply chains. Behind this was a grander vision — one the markets and the media haven’t fully grasped. . .

The establishment of a U.S. sovereign wealth fund — backed not by Treasury bonds or foreign investment but by America’s natural resources.

Envision a digital, tokenized vault containing: Certified gold from Donlin and Pebble Creek, Rare earths from Texas and Wyoming Copper, lithium, and antimony from Montana to Nevada.

All tokenized. All transparent. All supported by geological evidence.

This fund wouldn’t merely be a financial asset — it would be a strategic tool in this era of inflation, de-dollarization, and geopolitical shifts.

NatGold’s platform could supply the technology. Projects like Donlin could provide the assets. And America, for once, would be leveraging its existing resources — instead of seeking what it needs elsewhere.

Eco-Patriotism: A Modern Manifest Destiny

Let’s be direct: This isn’t about environmental exploitation. It’s not about excavation and chemical processing.

It’s about eco-patriotism — the belief that we can preserve our wild landscapes while securing economic prosperity. That we can honor tribal partnerships, protect watersheds, and maintain forests while unlocking value through America’s other resource powerhouse: technological innovation.

Through tokenization, America can finally recognize its mineral wealth’s economic value without immediate extraction. That’s not just intelligent — it’s revolutionary.

It’s not resource exploitation. It’s resource recognition.

Final Thoughts

The Donlin Gold project symbolizes more than buried treasure. It represents a choice.

A choice between continuing down a path of debt, dependency, and decline — or boldly harnessing our natural abundance to restore national vigor.

And with that in mind, let’s conclude:

“Wealth consists not in having great possessions but in having few wants — and the wisdom to use what you already own.”
— Inspired by American frontier philosophy

America already possesses the gold.

Now, we need the wisdom to utilize it.

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Important Disclosures:

  1. As of the date of this article, officers and/or employees of Streetwise Reports LLC (including members of their household) own securities of Barrick Gold Corp., Northern Dynasty Minerals Ltd., and NatGold Digital.
  2. Brian Hicks: I, or members of my immediate household or family, own securities of: NatGold Digital and Northern Dynasty Minerals Ltd. I determined which companies would be included in this article based on my research and understanding of the sector.
  3. Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy.
  4. This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports’ terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.

For additional disclosures, please click here.

( Companies Mentioned: ABX:TSX; GOLD:NYSE,

NDM:TSX; NAK:NYSE.MKT,
NG:TSX; NG:NYSE.MKT,
)

Categories
Gold

Gold, Silver Names Buoy Coverage Universe in Q1/25

Source: Ben Pirie 04/04/2025

The share price of three companies in the group rose more than 65% during this period, Atrium Research noted in a research report.

As a whole, the metals and mining companies covered by Atrium Research kicked off 2025 strongly, reported Equity Research Analysts Ben Pirie and Nicholas Cortellucci in an April 2 quarterly coverage update.

“Q1/25 represented another excellent quarter for our firm, with strong performance from our coverage universe,” the analysts wrote. “This mainly came from our exposure to precious metals, notably silver.”

The group was up 13% quarter over quarter and 40% year over year, outperforming the Toronto Stock Exchange, whose gains were 1% and 12%, respectively.

The best performers in Atrium’s universe were Santacruz Silver Mining Ltd. (SCZ:TSX.V; SZSMF:OTCQX; 1SZ:FSE) and Omai Gold Mines (OMG:TSXV; OMGGF:OTC), both up 80%, and Tocvan Ventures Corp. (TOC:CSE; TCVNF:OTCMKTS; TV3:FSE), up 67%.

Here is Atrium’s rating and target price on each of its covered companies as of Q1/25E:

COMPANY

RATING

TARGET

ADF Group Inc. (DRX:TSX; ADFJF:OTCMKTS)

Buy

CA$23

Allegiant Gold Ltd. (AUAU:TSX.V; AUXXF:OTCQX)

Buy

CA$0.50

Amerigo Resources Ltd. (ARG:TSX; ARREF:OTCQX)

Buy

CA$2.50

Andean Precious Metals Corp. (APM:TSX; ANPMF:OTCQX)

Buy

CA$3.50

BQE Water (BQE:TSX.V; BTQNF:OTC)

Buy

CA$80

Capitan Silver Corp. (CAPT:TSX.V; CAPTF:OTCMKTS)

Buy

CA$0.80

Endurance Gold Corp (EDG:TSX.V; ENDGF:OTCQB; 3EG:FSE)

Buy

CA$0.50

Giga Metals Corp. (GIGA:TSX.V; GIGGF:OTCQB; BRR2:FSE)

Buy

CA$0.30

Kontrol Technologies Corp. (KNR:CBOE.CA; KNRLF:OTCQB; 1K8:FSE)

Buy

CA$0.35

Lake Victoria Gold Ltd. (LVG:TSX.V)

Buy

CA$0.45

Moon River Moly Ltd. (MOO:TSX.V)

Buy

CA$0.20

Nicola Mining Inc. (NIM:TSX.V; HUSIF:OTCQB; HLIA:FSE)oma

Buy

CA$0.60

Omai Gold Mines (OMG:TSXV; OMGGF:OTC)

Buy

CA$0.80

Rio2 Ltd. (RIO:TSX.V; RIOFF:OTCQX; RIO:BVL)

Buy

CA$1.40

Sabio Holdings (SBIO:TSXV, SABOF:OTCQB)

Buy

CA$1

Santacruz Silver Mining Ltd. (SCZ:TSX.V; SZSMF:OTCQX; 1SZ:FSE)

Buy

CA$0.90

Tocvan Ventures Corp. (TOC:CSE; TCVNF:OTCMKTS; TV3:FSE)

Buy

CA$0.90

Trigon Metals Inc. (TM:TSX.V; PNTZF:OTCQB; TZU2:FRA)

Buy

CA$1.50

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Important Disclosures:

  1. Doresa Banning wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an independent contractor.
  2. This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports’ terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.

For additional disclosures, please click here.

Disclosures for Atrium Research, April 2, 2025

Analyst Certification Each authoring analyst of Atrium Research on this report certifies that (i) the recommendations and opinions expressed in this research accurately reflect the authoring analyst’s personal, independent and objective views about any and all of the designated securities discussed (ii) no part of the authoring analyst’s compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed in the research, (iii) to the best of the authoring analyst’s knowledge, she/he is not in receipt of material non-public information about the issuer, (iv) the analyst does not own common shares, options, or warrants in the company under coverage, and (v) the analysts adhere to the CFA Institute guidelines for analyst independence.

About Atrium Research Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. For further information on our team, please visit https://www.atriumresearch.ca/team.

General Information Atrium Research Corporation (ARC) has created and distributed this report. This report is based on information we considered reliable; we have not been provided with any material non-public information by the company (or companies) discussed in this report. We do not represent that this report is accurate or complete and it should not be relied upon as such; further any information in this report is subject to change without any formal or type of notice provided. Investors should consider this report as only one factor in their investment decisions; this report is not intended as a replacement for investor’s independent judgment. ARC is not an IIROC registered dealer and does not offer investment-banking services to its clients. ARC (and its employees) do not own, trade or have a beneficial interest in the securities of the companies we provide research services for and does not serve as an officer or Director of the companies discussed in this report. ARC does not make a market in any securities. This report is not disseminated in connection with any distribution of securities and is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction where such an offer or solicitation would be illegal. ARC does not make any warranties, expressed or implied, as to the results to be obtained from using this information and makes no express of implied warranties for particular use. Anyone using this report assumes full responsibility for whatever results they obtain. This does not constitute a personal recommendation or take into account any financial or investment objectives, financial situations or needs of individuals. This report has not been prepared for any particular individual or institution. Recipients should consider whether any information in this report is suitable for their particular circumstances and should seek professional advice. Past performance is not a guide for future results, future returns are not guaranteed, and loss of original capital may occur. Neither ARC nor any person employed by ARC accepts any liability whatsoever for any direct or indirect loss resulting from any use of its research or the information it contains. This report contains “forward looking” statements. Forward-looking statements regarding the Company and/or stock’s performance inherently involve risks and uncertainties that could cause actual results to differ from such forward-looking statements. Such statements involve a number of risks and uncertainties such as competition, technology shifts, market demand and the company’s (and management’s) ability to correctly forecast financial estimates; please see the company’s MD&A “Risk Factors” Section for a more complete discussion of company specific risks for the company discussed in this report. ARC is receiving a cash compensation from Omai Gold Mines Inc., Santacruz Silver, Trigon Metals Inc., Lake Victoria Gold Ltd., Kontrol Technologies Corp., Tocvan Ventures Corp., Sailfish Royalty Corp., Allegiant Gold Ltd., Endurance Gold Corp., Moon River Moly Ltd., Capitan Silver Corp., Nicola Mining Inc., BQE Water Inc., ADF Group Inc., Giga Metals, Rio2 Limited, Andean Precious Metals Corp., Sabio Holdings Inc., Amerigo Resources Inc., and Dynacor Group Inc. for 12-months of research coverage. ARC retains full editorial control over its research content. ARC does not have investment banking relationships and does not expect to receive any investment banking driven income. ARC reports are primarily disseminated electronically and, in some cases, printed form. Electronic reports are simultaneously available to all recipients in any form. Reprints of ARC reports are prohibited without permission. To receive future reports on covered companies please visit https://www.atriumresearch.ca/research or subscribe on our website. The information contained in this report is intended to be viewed only in jurisdictions where it may be legally viewed and is not intended for use by any person or entity in any jurisdiction where such use would be contrary to local regulations or which would require any registration requirement within such jurisdiction.

Categories
Gold

What Happened to the Price of That Gold You Just Bought? – WSJ

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Gold

An explosion at a standoff between rival gold miners in Bolivia kills at least 5 people – AP News

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Gold

Bolivia mining community calls for justice after deadly blast in standoff between rival gold miners – Yahoo

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Gold

Six people dead after alleged dynamite attack in Bolivia gold-mining clash – Al Jazeera

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Categories
Gold

Raising Fair Value Estimates on Mining Stocks as Tailwinds Support Higher Gold Prices – Morningstar

Raising Fair Value Estimates on Mining Stocks as Tailwinds Support Higher Gold Prices  Morningstar