In this interview, J2 Metals CEO Thomas Lamb and VP of Exploration Graham Giles discuss the company’s growing silver and gold exploration story, with a major focus on the high-grade Sierra Plata project in Mexico, where recent samples returned up to 3,930 g/t silver equivalent and drilling could begin within months. The conversation also covers the bullish macro outlook for silver, driven by rising industrial demand, particularly from electrification and solar, alongside J2’s fully funded Miniac gold project in Quebec’s prolific Abitibi district, upcoming exploration catalysts, permitting timelines, drilling costs, infrastructure advantages, and the strategic future of the company’s Alaska asset. A deep dive into geology, near-term news flow, and potential discovery upside for junior mining investors.

🗓️ Recording date: May 15, 2026

📖 Chapters
0:00 Intro
1:39 Silver breakout discussion — can silver hit $100?
4:02 Sierra Plata Mexico project overview
5:45 High-grade silver results explained (up to 3,930 g/t AgEq)
8:21 Why Sierra Plata could host a much larger system at depth
9:30 Next exploration steps: mapping, geophysics & drill prep
11:29 Permitting timeline & when drilling could begin
13:45 Security situation in Guerrero, Mexico
15:15 Why silver juniors could be about to rerate
16:52 Miniac gold project update (Abitibi, Quebec)
18:08 What is IP geophysics and why it matters
20:31 Miniac drilling plans & target depths
22:36 Why the Abitibi remains one of the hottest gold districts
23:40 Which project excites the geologist most?
24:48 Alaska project strategy — spinout potential?
25:59 Treasury update & current cash position
27:10 Drilling costs: Mexico vs Quebec comparison
28:21 Infrastructure advantages at both projects
29:22 Upcoming catalysts & near-term news flow