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DGC · Daura Gold (TSXV) — "Dora Gold" 0.2350 CAD +0.0000 (+0.00%) 2026-SEP-18 10:40 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2026-AUG-28 · Jeff Phillips · Natural Resource Stocks (host Steve Yang) · Positiveinsight · ▶ 14:16 · source page ↗0.26 CAD

In short: Large shareholder and consultant; backs CEO Mark Sumner. Three drill-tested assets on a ~C$22M cap: Cerro Bayo in Argentina (optioned from Latin Metals; first-round hits over 700 g/t silver, next program ~next month) plus two Peru projects — one wrapping Highlander's Bonita discovery, another with 4–6 g/t gold from surface, permits next year. "A great speculation going into the good time of the year, fall, and into PDAC"; could spin one project out to fund the others.

In plain English

Daura (the auto-captions render it "Dora") is a tiny explorer — about C$22 million — holding three projects that have already been drilled by somebody at some point, which matters: it means the geology is known to carry metal, rather than being a blank map. In Argentina it has Cerro Bayo, optioned from Latin Metals, where the first drilling returned silver grades over 700 grams per tonne, though only across narrow slices of rock. A follow-up programme starts once permits arrive.

The two Peru projects are what he's most interested in. One sits directly around Highlander Silver's Bonita discovery — a find rich enough to carry that company to a $400–500 million valuation — and the same veins run onto Daura's ground, where old holes hit gold in every attempt. The other shows 4–6 grams of gold per tonne right at surface and hasn't seen a drill in fifteen years. Permits for both come next year.

Phillips is a large shareholder and a paid consultant. He's honest that he arrived through a broker-led financing, a structure he generally dislikes because brokers optimise for their own fees, and that early holders had to be shaken out first. His suggestion that Daura might spin one project into a separate company is a standard junior move: three good projects at a $22 million valuation means none of them is getting the money or attention it deserves.

14:16And he's got tremendous assets. He's got three assets that I really like and I won't be able to name them all but I'll tell you about him. He's got a asset in Argentina called Sero Bio that's joint ventur from Latin Metals. They drilled the first round of drilling I don't know I'm going to say beginning of the year.

SOD 0.26 CAD

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.