The Gold Trade Is Shifting From Margins to Growth | Geordie Mark - Blue Jay Gold

Register here for The 2026 Rule Symposium on Natural Resource Investing: LINK HERE: https://cvent.me/XOqdLa?via=TheDeepDive.ca In this conversation with Geordie Mark, CEO of Blue Jay Gold (TSXV:JAY), we discuss why he still sees the broader gold thesis as intact, how producers are shifting from margin expansion toward production growth, and why that could become a major tailwind for advanced brownfields gold assets in safe jurisdictions. He also walks through Bluejay’s Stellar project in the Yukon, the nearly million-ounce high-grade resource already in place, and why the company believes there is still significant room to grow it. We also get into the advantages of inherited infrastructure at Stellar, including the mill, camp, underground development, and road access, why the company is focused on resource growth before sizing a restart plan, and what success would look like over the next 12 months as Bluejay begins drilling as a newly public company. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter. Catch our full suite of content below: Website: https://thedeepdive.ca/ Twitter: https://twitter.com/TheDeepDive_ca Facebook: https://www.facebook.com/TheDeepDive.ca/ Instagram: https://www.instagram.com/the.deep.dive/ LinkedIn: https://www.linkedin.com/company/the-... 0:00 Intro 1:07 Why Gold Developers May Matter More Now 4:58 The Bluejay Story 6:14 Why Stellar Has a Real Restart Advantage 13:46 Why Brownfields Gold Assets Matter More Now 18:38 What Success Looks Like in Year One FULL DISCLOSURE: Canacom Group, the parent company of The Deep Dive is long the equity of Bluejay Mining plc. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. ==================================================================== Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more. We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets. ================================================================= TheDeepDive.ca Team Writers: Jordan Lutz & Steve Hyland Producer: Chriz Rayos Host: Steve Hyland Post Production Head: Oveja Rayos ================================================================= Disclaimer: Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.