Newmont is mentioned as a previous owner of non-core assets that i-80 Gold now holds.
Source Post
Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
Sep 2, 2026
The creator discusses a long-term bullish outlook for gold and commodities, citing structural shifts like central bank buying and the capital-intensive nature of mining creating significant moats. They highlight that mining companies are now generating huge margins and have opportunities to return capital to shareholders, similar to tech companies before the AI boom. The creator's family is "all in" on gold equities, believing in a 5-10-20 year run for hard assets.
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Barrick is mentioned as the previous owner of the gold mines now acquired by i-80 Gold.
Meta is mentioned as a comparison point for how mining companies are now positioned to return capital to shareholders, similar to where Meta was before the AI revolution.
Apple is mentioned as a comparison point for how mining companies are now positioned to return capital to shareholders, similar to where Apple was before the AI revolution.
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