Video News/Vancouver Resource Investment Conference 2026

Gold stocks are undervalued on an ounce-in-the-ground basis | Greg Kofford

Greg Kofford, Founder and CEO of Sorbie Bornholm, says geopolitical uncertainty continues to support precious metals, with gold and silver responding to heightened risk and instability in global markets. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Kofford said, “Precious metals respond to angst, fear consternation in the marketplace,” adding that silver’s recent strength followed a prolonged period of underperformance relative to gold. Kofford also outlined Sorbie Bornholm’s differentiated investment approach, which provides additional capital to companies as their share prices perform without issuing new shares. He said many mining equities remain undervalued relative to historic metrics, noting that “most of the companies are undervalued relative to historic valuations on an ounce in the ground versus an ounce out of the ground.” Kofford emphasized that the transition from exploration to production remains a key valuation inflection point, while clear communication and execution milestones are critical for junior miners navigating the current market environment.

Guests: Greg Kofford
Source: Kitco Mining
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