B2Gold's newly commissioned mobile crusher at the Goose mine is averaging over 3,000 tons per day, with Phase 1 upgrades expected to reach 3,200 tons daily. The company plans Phase 2 upgrades for H1 2027 targeting 4,000 tons per day. Q2 2026 earnings missed expectations at 3 cents per share versus 7 cents consensus, down 75% year-over-year, though revenues rose 14% to $789 million supported by higher gold prices.

Franco-Nevada (FNV) delivered record $1.23 billion revenues in H1 2026 with 13% year-over-year growth in gold-equivalent ounces sales. The company expects 2026 GEO sales of 510,000-570,000 ounces, tracking toward the upper half of guidance. Production is expected to accelerate in H2 2026 from multiple assets including Candelaria, Tocantinzinho, and Cobre Panamá. However, FNV trades at a premium valuation of 29.91X forward earnings versus the industry average of 12.43X and carries a Zacks Rank #3 (Hold) rating.

Franco-Nevada shares have gained 12.5% since its Q2 2026 earnings report, outperforming the S&P 500. While revenues surged 57% year-over-year to $581 million and adjusted earnings rose 46%, the company missed consensus EPS estimates ($1.81 vs. $1.95 expected). Profitability margins contracted despite strong revenue growth. The company maintains a debt-free balance sheet with $1.01 billion in cash and expects to track toward the upper half of its 2026 GEO sales guidance of 510,000-570,000 ounces.

Gold, silver, and copper prices are rebounding in August driven by AI infrastructure demand and macroeconomic factors. Royal Gold, which acquires metal streams and royalty interests rather than operating mines, offers diversified exposure to all three metals with strong Q2 results and reduced mining operational risks.

JPMorgan Chase predicts gold will reach $5,000 per ounce by Q4 2026 and potentially higher thereafter, citing elevated market risks. The bank recommends gold streaming and royalty companies as attractive ways to gain leveraged exposure to rising gold prices while benefiting from diversification and dividend income.

The article recommends that long-term investors seeking gold exposure should consider streaming and royalty companies like Franco-Nevada, Royal Gold, and Wheaton Precious Metals rather than direct gold ownership or mining stocks. These companies finance miners in exchange for future gold purchases at advantaged prices, offering diversified portfolios, growth potential, and protected margins without the operational risks of mining businesses.

President Trump has sent Iran a 15-point peace plan addressing nuclear programs and maritime routes, with prediction markets showing a 48% probability of a U.S.-Iran ceasefire by April 30. Ten Russell 1000 stocks down 17-33% since the war began are positioned for potential recovery if peace talks succeed. War-battered sectors including airlines, mining, and cruise lines staged sharp premarket rebounds on the diplomatic developments.

Markets sold off sharply on March 19, 2026, as Iranian strikes on Gulf energy infrastructure pushed crude oil above $100/barrel, triggering stagflation concerns. The S&P 500 hit its lowest close since mid-November, while the Federal Reserve's hawkish stance and rising inflation projections pushed Treasury yields higher. Gold plummeted 4.5% as real yields climbed, while energy stocks surged and precious metals miners collapsed.

The article advises cautious, small allocations to Bitcoin and gold due to their limitations, but recommends precious metals streaming and royalty companies as a better alternative for long-term investors seeking growth and dividends.

The article highlights three Dividend Champion stocks with 25+ years of consecutive annual dividend increases that have outpaced inflation: Royal Gold (RGLD), York Water (YORW), and Caterpillar (CAT). These companies are positioned as attractive income investments ahead of potential Federal Reserve rate cuts in 2026, with strong track records of dividend growth even during challenging market conditions.

Entrée Resources announces Dr. Michael Price's retirement from the Board of Directors, effective December 31, 2025, and the appointment of Chris Adams as a new independent director starting January 1, 2026.

Entrée Resources reported ongoing efforts to transfer mining licenses in Mongolia, continued engagement with government authorities, and support for the Oyu Tolgoi underground mining project's development, while experiencing minor financial improvements compared to 2024.