The Defense Angle Most People Miss
Modern defense isn't just hardware.
It's materials.
Uranium. Titanium. Vanadium.
They sit behind aircraft, naval systems, energy storage, and infrastructure, yet much of global supply remains concentrated overseas.
That's why attention is shifting to early-stage North American projects capable of supporting long-term domestic sourcing.
One group has quietly positioned itself across several of these materials, with active work underway in historically productive regions.
Why investors are taking a closer look:
- Exposure to defense-linked materials
- Assets in geopolitically secure locations
- Portfolio approach across multiple sectors
- Ongoing exploration creating future optionality
Defense priorities don't change overnight.
But positioning starts early.
Learn what makes this strategically important >
Which Mining Firms Are Striking It Rich in the Metals Rally?
Submitted by Nathan Reiff. First Published: 2/6/2026.
Key Takeaways
- Despite a sell-off that shed trillions of dollars worth of market value in just a few days, gold remains one of the best-performing investments in the last year.
- Companies in the business of mining gold and other precious metals, such as Hecla Mining, Coeur Mining, and Kinross Gold, have all experienced massive share price rallies alongside the movement in the price of gold itself.
- These three firms could stand out for their focus on expansion, their acquisitions, or their history of strong shareholder returns, among other factors.
Despite falling more than $600 from its late-January all-time high of roughly $5,600 per ounce, gold remains one of the most sought-after investments in 2026. The quick sell-off followed President Trump's nomination of Kevin Warsh as chair of the Federal Reserve and erased trillions of dollars of market value in days. Some investors expect the rally will resume unless the underlying drivers change materially.
Unsurprisingly, rising gold prices often lift the share prices of the companies that produce it. Gold mining stocks as a group have performed very well over the last year: the VanEck Gold Miners ETF (NYSEARCA: GDX) returned about 147% over the past 12 months. A few names in the gold mining space may appeal to investors who expect further gains in gold.
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Hecla Mining Co. (NYSE: HL) has a dual focus on gold and silver, operating in Alaska, Idaho and internationally. Its silver operations have become a priority, and the rally in silver over the last several quarters has helped drive HL shares roughly 300% higher, even after the January pullback.
Although investors mainly view Hecla as a silver miner, gold still accounted for 37% of the $410 million in revenue the company reported for the most recent quarter. That performance was supported by consolidated free cash flow of about $90 million. Hecla has been reducing debt and lowered net leverage to about 0.3x in the third quarter of 2025, improving its financial resilience if metals prices soften before any renewed rally.
Hecla's mining assets have also performed well: all four of its mines generated positive free cash flow for two consecutive quarters. Risks remain, particularly around costs, but the company has so far combined financial discipline with production growth.
Major Merger Could Be Transformative for Coeur
At a time when many mining companies are seeking to capitalize on the metals rally to fuel expansion, Coeur Mining Inc. (NYSE: CDE) is taking an M&A-focused approach. The company has moved to acquire New Gold in a deal expected to close in the first half of the year. Once completed, Coeur would operate seven mines across North America and produce roughly 1.25 million gold-equivalent ounces in 2026.
Coeur has improved cash flow, although it slightly missed EPS in the last reported quarter. The expected growth from the New Gold acquisition has helped CDE shares triple over the past year and sustained analyst interest. Coeur carries a solid Buy rating across Wall Street, even while trading slightly above the consensus price target of about $18 per share.
Solid Operations and an Attractive Shareholder Return Program
Kinross Gold Corp. (NYSE: KGC) has also expanded amid the recent rally while maintaining operational strength as a senior gold producer.
In the third quarter of 2025, Kinross produced more than 500,000 ounces of gold and generated record free cash flow of roughly $687 million. The stronger cash position has enabled shareholder returns through buybacks and an increased dividend.
Kinross also offers an attractive and developing portfolio of mining assets, with several projects advancing through engineering and permitting. That progress has made it a favorite of many analysts, even as shares have climbed about 185% over the past year.
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