Stephen Soock – Evaluating Developer Valuations, M&A, Capital Costs, and Value Drivers in Precious Metals

Korelin Economics Report · Nov 2, 2026

In this Daily Editorial recorded live from the floor of the New Orleans Investment Conference, Cory sits down with Stephen Soock, Vice President of Investor Relations and Development at Heliostar Metals. As a precious metals analyst before joining Heliostar I get Stephen to put back on his analyst hat and discuss the market and stock valuations.

Macro Gold Drivers vs. Noise: An exploration of why long-term monetary trends and sovereign balance-sheet demand outweigh prevailing narratives around rate cuts and price manipulation.

Producer Firepower and Free Cash Flow: A look at the disconnect…