Morning Briefing: Collective Mining and Cascadia Minerals Both Report Standout Exploration Results this Morning

0:02Good morning and welcome back to the Mining Stock Daily Morning Briefing presented by the Clear Commodity Network, and delivering today's top news in mining and mineral exploration. From the new ClearCom Studios, here's your host, Trevor Hall. Hey, good morning, everybody. Welcome back to the Mining Stock Daily Morning Briefing. It's Tuesday, September 1st, and the global bond yield breakout is hitting metals across the board this morning. All metals are in the red. Gold's down 1.36 % to$4 ,381 an ounce. Silver's off 2.5 % to$6 ,483. Copper, it's pulled back to 1.5 % to$6.50 a pound. Global bond yields are breaking out to multi-decade highs, and hence the sell-off of the metals.

0:52And that is putting pressure weighing in on the market this morning. The UK 10-year gilt has surged to its highest level since 2008, while German yields are at levels not seen since 2011. And Japan's 10-year JGB closed at 3 % for the first time in 30 years. The US 10-year is now approaching the 5 % threshold. The message to metals investors this morning is pretty straightforward. Rising rates lift the opportunity cost of holding non-yielding assets, and today's prices reflect that reality across the board. We'll get to the news out of the miners and explorers here in just a moment, but first a quick mention of today's sponsor.

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2:44And here's what you need to know this morning. Collective Mining has reported a significant extension to the Apollo Breccia at the Guayabalas Project in Caldas, Colombia, drilling 38 meters at 15.5 grams per ton gold equivalent within a broader envelope of 141.4 meters, a 4.88 grams per ton gold equivalent. It extends the known limits of the Apollo system. The result follows last week's metallurgical data showing recovery rates of 95 % gold, 92 % silver, 85 % copper, and 70 % tungsten from the Apollo master composite, with an initial mineral resource estimate at Apollo still targeted for this month.

3:29Collective mining trades on the TSX and on the NASDAQ, both with CNL. Talisker Resources has released results from 30 additional drill holes on this 2026 resource conversion program at the Braylor and Gold Project in British Columbia. It's led by hole 34A which returned 111 grams per ton gold over 0.6 meters that was within a broader composite of 30.8 grams tonne gold over 2.35 meters at the BK vein. The program now totals 75 holes for just over 21 ,000 meters drilled at the Mustang mine. The company completed its first direct shipment of ore to Taiwan in late August. Underground development continues in the Braylor and West zone with initial underground infill drilling now underway.

4:18Talisker Resources trades on the TSX with the symbol TSK, and on the OTCQB with TSKFF. Cascadian Minerals has drilled what it describes as one of the highest grade intersections in the history of the CarMax Copper Gold Project in central Yukon. Hole 56 returned 82.69 meters of 1.12 % copper and 0.64 grams per ton gold, equating to a 1.78 % copper equivalent that included 49.16 meters of 2.62 percent copper equivalent. The area was previously thought to be barren with six additional step-out holes in the area with pending assays. The road accessible 2026 drill program has now expanded from 15 ,000 to 18 ,000 meters.

5:07Drilling is underway at the zone 14 and zone A regional targets. Gascadia Minerals trades on the Venture Exchange with CAM and on the OTCQB with CAMNF. DLP Resources has published a preliminary economic assessment for the Aurora Copper Molybdenum Silver Project, 60 miles northeast of Cusco, Peru. Delivers a base case after tax NPV of$2.7 billion and an IRR of 18.5 % with a 5.2-year payback at long-term prices$4.90 per pound copper and$25.40 per pound molybdenum. The 17.5-year mine plan processes 402.9 million tons through a seven-year open pit phase, followed by a 15-year underground block cave, producing an average of 90.5 million payable pounds of copper and 37.4 million payable pounds of molybdenum.

6:07The PEA covers just 30 % of the combined resource base of$614 million indicated and over$1.1 billion inferred tons, preserving substantial multi-phase expansion potential. DLP Resources trades on the Venture Exchange with DLP and on the OTCQB with DLPRF. Silver Bow Mining is reporting its strongest hold to date at the Rainbow Block Project in Butte, Montana. Hole 3 returned 4 meters at 994.2 grams per ton silver equivalent on the Badger vein. It grades 309 grams per ton silver, 1.85 grams per ton gold, almost 10 % zinc, and almost 6 % lead. The entire intercept is located approximately 125 meters beyond the current inferred resource boundary and confirms high-grade lateral continuity of the Badger vein trend.

7:04Three surface rigs are running with 13 ,500 of the plant 25 ,000 feet of Phase I drilling now complete. Silver Bow Mining trades on the NYC American with SBMT. and picoi copper has released results from six additional holes on its 35 000 meter drill program at the picoi porphyry project in southern peru's arequipa region with the lead result coming from the northwest zone where hole 67 intersected 42.3 meters of 1.01 percent copper from just 33.7 meters depth and within a broader 209 meter envelope of 0.4 % copper starting from 15 meters. A third broad South Breccia intercept returned 804 meters of 0.34 % copper in hole 72.

7:54This continues to build the case for the scale of that zone all against a backdrop of an existing infant resource of 865 million tons at 0.34 % copper with only 16 ,000 meters drilled of a 35 ,000 meter program. Bokoi Copper trades on the venture exchange with PCU and on the OTCQB as PCUUF. All right, that's a wrap here on the morning briefing. It is produced by Clear Commodity Network. It is also distributed throughout the world through your podcast Network of Choice and over at clearcommodity.net. Have a wonderful day, everybody. Be well. The information presented should not be considered investment advice.

8:37Mining Stock Daily and its affiliates are not responsible for any loss arising from any investment decision in connection with the material presented herein. Please do your own research or speak with a licensed financial representative before making any investment decisions.