Serial explorer, company builder and CEO Ivan Bebek join MSD today to introduce Coppernico Metals. Coppernico, formally known as Sombrero Resources, has received its drill permit in Peru. Ivan discusses the targets for the upcoming program, a renewed interest in Peru, and the patience it has taken to get the company to this point.
Matt Geiger from MJG Capital discusses the recent turn in the commodity market. He believes that gold is the bellwether for commodities and that the recent breakout is the real deal. He also discusses the opportunities in junior equities and the criteria he uses to evaluate copper companies. Matt shares his insights on exploration and mining opportunities in Africa, particularly in the Arabian Nubian Shield. He concludes by recommending several mining books for listeners to explore.
Vukasin Pecovic shares his approach to due diligence in the resource sector. He discusses his interest focusing on special situations and misunderstood assets. Vukasin emphasizes the significance of asset evaluation and the need for in-depth research. He also reflects on his past losses and the importance of managing risk. Vukasin addresses the responsibility of sharing investment ideas publicly and the need to balance praise and criticism. He concludes by discussing the future outlook and the i...
Metals Acquisition, led by CEO Mick McMullen, acquired the CSA project in Australia from Glencore last year. The project has shown exceptional drill results with high-grade copper mineralization. The company's strategy is to extend the mine's reserve life and identify satellite ore bodies to maximize production and reduce costs. The CSA project has significant potential for value creation, and the company aims to leverage the high copper prices. Metals Acquisition has a unique market position in...
More M&A news today between Alamos Gold and Argonaut Gold. Vizsla Silver updates the market on its Royalties spin-out. Western Copper and Gold has new drill results out from met test work. Magna Mining signs an off-take agreement with Vale. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix ...
Mako Mining CEO, Akiba Leisman, joins Trevor on MSD today to talk about the acquisition of Goldsource Mines and its Eagle Mountain Project in Guayana. Akiba discusses the uniqueness of Mako and why Goldsource made for the best partners for such an acquisition. Not only does the deal add new ounces onto the portfolio, but it will also expand Mako's jurisdictional risk profile for gold mining investors.
David Kelley, CEO of Chakana Copper, joins the podcast for somewhat of a re-introduction to the company and the Soledad Project in Peru. Prior to the Pedro Castillo presidency, the company was hitting great drill results on Soledad. Since then, the company has almost been forgotten. But after a recent financing and new drill permits, the company is looking to add to its mineralized footprint at the project. David walks listeners through the story.
There is some M&A action between Mako Mining and Goldsource Mines. New drill results from Americas Gold & Silver, New Found Gold and Nine Mile Metals. Corporate update from Orecap Invest. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with ...
In this conversation, Trevor interviews Steven Stewart, the founder of Ore Group and Director of Awalé Resources. They discuss the involvement of the group in Awalé Resources and the reasons behind their significant investment. They also talk about Andrew Chubb's vision for Awalé Resources and the interest of Newmont in the project. The conversation covers recent drill results, future assays, and drilling plans. Steven explains OreCap's investment strategy and their focus on building and support...
Luc ten Have discusses the current state of the junior exploration market and provides insights into the market outlook. He emphasizes the importance of being a stock picker in the current market and highlights the need for patience and careful analysis. The conversation also touches on the changing landscape of junior equities and the potential for new opportunities. Additionally, the discussion explores the risk-reward analysis in cheap exploration stocks and the potential for growth in silver...
Awalé Resources has a new drill results out from the Odienné Project. Dryden Gold reported assay results from its Phase 3 drilll program on the Elora Gold system. American Pacific Mining plans its 2024 Palmer exploration strategy. Patriot Battery Metals discover a new spodumene pegmatite zone. Rio Tinto maintains its 9.7% stake in Western Copper and Gold. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private l...
This week's conversation with Peter Boockvar focused on the FOMC meeting and Jay Powell's dovish stance. There remain concerns about cutting interest rates, inflationary pressures and financial conditions. We talk with Peter about comparisons to past inflationary cycles, lessons from history and the need for vigilance. Hard assets and commodities are certainly having their own story to tell. If this central bank remains data dependent, how risky was this week's projection? We'd like to thank our...
In this episode, Kylie catches up with George Ogilvie, President and CEO of Arizona Sonoran Copper, who provides an update on drilling and land acquisition at the Mainspring property. He also introduces Rio Tinto's Nuton technology, which allows for the processing of primary sulfide copper with lower greenhouse gas emissions and lower water usage than traditional methods. Ogilvie highlights upcoming milestones, including the release of a preliminary economic assessment and a mineral resource est...
Kylie Williams interviews Rob McLeod, the interim CEO of Nations Royalty, who discusses the creation and goals of the company. Nations Royalty aims to be the largest majority Indigenous-owned public company in Canada, focusing on royalties for mining projects and other opportunities tied to Indigenous royalties. The company plans to grow by having First Nations join by vending in their royalties for shares. The pooling of royalties provides diversification and de-risking for Indigenous nations. ...
In this morning's briefing, we share news from all commodities from all corners of the globe! Sama Resources announced a new PEA for the Samapleu Ni-Cu project in W Africa; ATEX Resources update on Valeriano Copper-Gold Project in Atacama Region, Chile; Great Pacific Gold announced high-grade gold assays from Lauriston Gold Project in Victoria, Australia; Benton Resources announced completion of Phase 2 drill program at Great Burnt Project in Newfoundland; and, Purepoint Uranium Group initiated ...
In this episode, Kylie Williams interviews Gary Thompson, CEO of Brixton Metals, to get an update on the Hog Heaven and Thorn projects. At Hog Heaven, Ivanhoe Electric is earning into the project and has been drilling throughout the winter to test for high-sulfidation polymetallic mineralization. The focus is on finding the source of the mineralization at depth. The Thorn project, Brixton's flagship project, is gearing up for another drilling season. The company has a healthy budget and plans to...
In this episode, Kylie Williams interviews Kendra Johnston, the Managing Director of Peartree Canada, about trends in exploration financing. Peartree Canada is the largest provider of charity flow-through dollars to the mineral exploration and development community in Canada. The conversation covers topics such as the impact of tax credits on financing, the shift in investor focus towards critical minerals, international investment in the Canadian market, and the importance of ESG considerations...
Today, Vizsla Silver reported on results from 27 new drill holes at Copala; Dakota Gold released assay results from Maitland; Talon Metals provided assay results from Tamarack; and Graphano Energy, Amex Exploration, and Champion Electric Metals announced results. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's driv...
Gilbert Clark of Meridian Mining talks about the positive news out of the Cabaçal VMS project in Brazil where the company has seen positive recovery rates on copper from the Cabaçal deposit. The improvement process will be studied with its precious metals factor at Cabaçal along with work at Santa Helena. The company also published new drill results from infill drilling at Cabaçal and looks to add more prospective land to the project.
Quetzal Copper, headed by CEO Matt Badiali, resumed trading on the TSXV on Monday, March 18. In the summer of 2024, it plans to drill and test numerous targets on its flagship Princeton copper project immediately north of Hudbay Minerals Copper Mountain Mine in southern British Columbia.
There are lots of new exploration drill results to report today, including the new discovery from Aurion Resources. Arizona Sonoran Copper, Meridian Mining, Li-FT Power and Metals Acquisition all had new results as well. Defense Metals has appointed a new finance advisor. Grassy Mountain in Oregon continues to positively move through the permitting process. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private...
In this episode, Trevor and Kai Hoffmann discuss the current state of the junior exploration sector and equities in the mining industry. They explore the cautious optimism in the market and the challenges faced by grassroots explorers. The conversation also touches on the role of the market in identifying strong companies and the importance of the retail sector in the current market dynamics. They then shift their focus to the upcoming central bank meetings and the potential volatility in the gl...
David Cole, CEO of EMX Royalty, provides his corporate commentary on the company's preliminary revenue for 2023 which was announced at the end of February. The Company earned preliminary revenue and other income and adjusted revenue and other income of $26,621,000 and $37,028,000, respectively, for the year ended December 31, 2023. Dave provides some outlook for Timok, Caserones and also Leeville royalties this year.
American Eagle Gold CEO, Anthony Moreau, discusses the company's exploration strategy for the NAK project and provides updates on their drilling plans. He highlights the importance of geological work and the engagement of investors. Moreau also explains the company's financial position and decision not to raise funds. The budget for the upcoming drill program is discussed, along with the orientation of drill holes and the potential for expansion to the south and southeast.
New drill results from Canada Nickel Company, Awale Resources, and Pampa Metals. Li-FT Power looking to finance. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Proje...
In our first conversation of this week's long-form episode, Michael Howell discusses the source of liquidity in the current market and the role of central banks in injecting liquidity. He explains the investment cycle and the current phase, highlighting the potential challenges in the banking sector. Howell also discusses the implications of the Bank Term Funding Program and the relationship between interest rate expectations and liquidity. He emphasizes the importance of understanding the relat...
In this episode, Chad Peters from Ridgeline Minerals provides an update on the geophysical work data from the Selena project, indicating potential porphyry targets at depth. The data suggests the presence of a deep buried porphyry system, which could be a significant discovery. The company is considering partnering with a larger company to further explore the project. Additionally, the conversation touches on the earning agreement between Riley Gold and Kinross, highlighting the prospectivity of...
In this episode, Trevor interviews Francis McDonald, CEO of Li-FT Power, about the latest updates on the Yellowknife lithium project. They discuss the recent drill results from the Echo area, which has shallowly dipping dikes and a tree trunk and branch-like geometry. Francis explains the geological model and the plan for further drilling in the area. They also delve into the formation of pegmatites and the factors that contribute to their lithium-bearing nature. The conversation touches on the ...
Lithium Americas has received a conditional commitment from the US Department of Energy for a $2.26 billion loan under the Advanced Technology Vehicles Manufacturing Loan Program for financing the construction of the processing facilities at Thacker Pass in Nevada. Ridgeline Minerals reported results from a drone magnetics geophysical survey at the Selena CRD Project. Kinross looks to earn in on Riley Gold. Hot Chili in development with Puerto Las Losas to evaluate bulk tonnage loading alternati...
MSD is happy to share a recording of an important panel conversation regarding artificial intelligence, machine learning and the future of exploration featuring an incredible group of individuals. The panel featured both explorers and technologists from the VRIFY booth where the company launched its new VRIFY.AI platform. Steve is the Co-founder and CEO of VRIFY and was formally the CEO of Integra Gold. John is the Founder and Managing Partner of Maverix Private Equity, a private equity firm foc...
