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Mining Stock Daily

Trevor Hallclearcommodity.net
Mining Stock Daily is a brief overview of finance and resource exploration news from the world's mining and metals sector. Mining Stock Daily is a quick overview of the day's most important sector information for both precious and base metals, including market trends and analysis.
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Episodes

Jesse Felder: Markets are Not Pricing in a Debt Ceiling Debacle

Today we finish up the very busy week with Jesse Felder of The Felder Report. We begin by talking about the FOMC's decision to raise rates once again and then leave their forecasts for more interest rate increases open-ended. Is this a Pause the market was expecting? Or is Powell and Team fully committed to keeping a 2% inflation target. The markets reacted, but are they pricing in a looming political battle with the debt ceiling of the United States government? Jesse doesn't believe so.

May 05, 202332 min

Doug Pollitt and the Decreasing Supply of Physical Gold

Today we publish the first of two long-form episodes this week. Doug Pollitt joins us today to discuss the dwindling supply of warehouse gold. There is an intriguing story to this following the Covid lockdowns. Doug shares the story and opens up some thoughts on the downtrend in warehouse gold.

May 04, 202331 min

The Koala Updates MSD on "GlenTeck" as Mining Lives its Own Episode of Succession

Its always a pleasure to welcome in The Koala to the MSD virtual studio. Today, we pick up on the Glencore hostile takeover bid for Teck Resources. The saga of this continues to play out after Teck has removed its push to spin-out its met coal assets and shareholders appear willing to move in the direction of a Glencore merger. The Koala fills us in. In addition, we also ask ourselves if big metal miners are about ready to make the next big steps in actually acquiring projects, not just becoming...

May 03, 202331 min

Jordan Roy-Byrne: "Gold is in that Sweet Spot"

We preclude the FOMC meeting with some ideas from Jordan Roy-Byrne of The Daily Gold. Jordan thinks that gold is set up for a positive move, no matter what the Fed decides to do. Increasing interest rate will lead to more negative economic data, which is good for gold. Pausing to decreasing rates, also good for gold. Here's a general idea of how Jordan is watching today's FOMC announcement.

May 03, 202314 min

Reyna Silver, Carbonate Replacement Deposits, and a Legacy of Exploration

Lauren Megaw if a geologists and the Head of Investor Relations for Reyna Silver. She joins us for a general introduction into the company and their silver assets in both Mexico and Nevada. The company has a focus on 3 specific projects this year, all within historic mining camps. Lauren shares their 2023 strategic exploration strategies and why she is very excited to be working with CRD systems.

May 03, 202321 min

Editorial Comments on Elemental Altus Royalties and their 2022 Financials

Frederick Bell of Elemental Altus Royalties joins us for a discussion on the company's year-end production and sales. The company announced record revenue and record gold equivalent ounces for the full year. Mr. Bell also covers the company's 2023 guidance and potential upside within the portfolio.

May 03, 202315 min

Corporate Introduction to Reyna Gold

Michael Wood of Reyna Gold, joins the podcast for a general introduction to Reyna Gold and their assets in Mexico. While the company continues to focus on gold exploration, recent work has found interesting rare earth elemental factors. Is there an opportunity to leverage this mineralization? We discuss this idea and how it fits in their 2023 work plan.

May 03, 202317 min

Morning Briefing: Barrick Reports Q1 Production Numbers

Barrick reported a lower Q1, but on track for full guidance by end of year. GoGold reported a nice drill result. Met test work results from both FPX Nickel and Goldshore Resources. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the ...

May 03, 20238 min

Market Commentary with David Erfle

We have more fallout in the regional banking sector and a very volatile precious metals market. We talk about market reactions to both today with Junior Miner Junky, David Erfle.

May 02, 202316 min

Meridian Mining Closes $18.4M Financing

Earlier today, Meridian Mining announced it has closes an $18.4M for the advancement of the Cabaçal project. Chairman Gilbert Clark provides some commentary on the financing, its immediate use for work, and the strategy for the project in the next couple weeks and months.

May 02, 202312 min

Introduction to Sierra Madre Gold & Silver

Today we introduce Sierra Madre Gold & Silver and their recently acquired La Guitarra silver mine. La Guittarra is fully permitted and includes an on-site 500t/d mill that operated up to August 2018. There are two underground centres on care and maintenance, three past-producing zones and +100 known epithermal veins at the site, with district-scale exploration potential across the property. We connect with COO Greg Liller and CEO Alex Langer in this conversation.

May 02, 202324 min

Morning Briefing: American Pacific to Acquire Cleaview Gold

We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and it...

May 02, 20239 min

Drilling Update from Maple Gold Mines

Maple Gold Mines and CEO Matthew Hornor joins us for an update in the recent drilling at the Company's Douay and Joutel Gold Projects. The company recently completed some very deep drilling and published photos of the core while they await assay results. We talk about the risks taken with this program and how it was fully supported with their JV partners, Agnico Eagle Mines.

May 01, 202319 min

Update on Aztec's High-Grade Drill Results at Tombstone

We connect with Simon Dyakowski of Aztec Minerals today. Simon provides a general introduction of the company and their projects in Arizona and Mexico. Simon also gives his corporate editorial comments and summary of the recent drill results at the Tombstone project where they returned 3,477 g/t Ag over 1.5m.

May 01, 202319 min

Morning Briefing: Elemental Altus Reports Record Q4

Elemental Altus Royalties provided their financial results for the fourth quarter and full year of 2022. Drill results to report from Emerita Resoruces and Bonterra Resources. Corporate updates within the uranium sector. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Co...

May 01, 20239 min

Matt Geiger on Metals Fundamental Supply/Demand vs Global Recession Concerns

Today we welcome back in to MSD, Matt Geiger of MJG Capital. Matt and Trevor go in-depth of how metal investors and speculators are faced with the fundamentals of supply/demand vs recessionary concerns on the base metal side, and why gold's brightest days may be closer than many believe. And with Lithium's fall recently, is it time to look at buying that dip? We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territo...

Apr 28, 202353 min

Introduction and Update from Aura Minerals

Paul connects with Rodrigo Barbosa os Aura Minerals. This week, the company announced production as its Almas Mine has commenced and will add to their production capacity. Q1 production from the company's three other operating mins totaled 53,265 gold equivalent ounces.

Apr 27, 202310 min

Brixton Metals Budgets a Big Year at Thorn

Gary Thompson, CEO of Brixton Metals, discusses the 20,000m drill program at Thorn this year, including stepouts at both Camp Creek and Trapper. Gary talks about the taking some bigger risks with the drill program this summer in hopes of confirming higher-grad mineralization at Camp creek. All this is being done with the blessing of BHP.

Apr 27, 202318 min

This Year's Exploration Strategies with Cassiar Gold

We welcome in Marco Roque, CEO of Cassiar Gold, today for a general introduction of the company and some history behind the Cassiar Gold Project in British Columbia. The company is currently undergoing a financing for this year's exploration program. Marco discusses why this is more of an exploration project, despite its mining and mill permits in hand.

Apr 27, 202322 min

Morning Briefing: Ivanhoe's Kipushi Financed to Return to Production

Ivanhoe has a financing deal to have Kipushi back online. Pan American Silver provided 2023 guidance. Cerrado Gold is loading ore at Las Calandrias. Drill results from Moneta Gold and Nevada King Gold. Millennial Precious Metals shareholders held their special meeting yesterday. Ian Ball is in as interim CEO at Satori. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an imp...

Apr 27, 202310 min

Integra Resources Stockpile Drilling Update

Integra Resources CEO (in limbo), Jason Kosec, joins us today to provide his corporate comments on the latest round of drill results from the Florida Mountain and DeLamar stockpile drill results. Jason says the results continue to be better than expected with a new resource on these stockpiles expected later in Q2. What does the company do from there? Jason talks about the company strategy this summer.

Apr 26, 202314 min

Heliostar Corporate Update

Heliostar Metals CEO, Charles Funk, connects with Paul Harris for a general chat regarding the re-scoping work of Ana Paula and when first drill results from Heliostar could be reported to the market.

Apr 26, 202310 min

American Pacific Planning Largest Work Plan for Palmer

American Pacific Mining and their Palmer Project partners Dow are planning +$25M in exploration work this year. CEO Warwick Smith discusses not only the drill program in play but why now is the time to put more resources in the project than it has ever seen before under the company's tutelage.

Apr 26, 202314 min

Morning Briefing: Outcrop Issues Resource Estimate for Santa Ana

Outcrop Silver & Gold has issued a resource estimate for its Santa Ana silver project in Tolima, Colombia. There is a Pebble Project update from Northern Dynasty. Assay results from Aton Resources. Brixton Metals share their work plans for Thorn. Production numbers from Santacruz Silver. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of...

Apr 26, 202310 min

Morning Briefing: Collective Drills New Zone at Apollo with 104.8m grading 5.56 g/t AuEq

New drill results from Collective Mining, I-80 Gold, Delta Resources and New Found Gold. Calibre is buying back half of an NSR. Satori closes the acquisition of Rob McEwen's exploration group. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the ...

Apr 25, 202310 min

John Black says Regulus Now Seeing Full Size of AntaKori

Regulus Resources CEO, John Black, joined Paul Harris during the recent copper conference in Santiago to talk about some general themes for Regulus Resources and its AntaKori project. John and Paul also talk about further copper development in prospective South American countries, the progress of Rio Tinto's Nuton technology research, and a dabble into some of latest workings with Aldebaran.

Apr 24, 202325 min

Morning Briefing: American Pacific Prepares Biggest Exploration Program for Palmer

We have corporate updates from American Pacific Mining and Excelsior Mining. Azimut has new drill results to report. Meridian announces an $8M Bought Deal. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. B...

Apr 24, 20239 min

Site Visit Interview with Collective Mining

In this week's long-form(ish) episode, Trevor sits down with Ari Sussman, Executive Chairman of Collective Mining. This interview was done following a site visit to the Guayabales project in Colombia. Ari answers many of Trevor's questions regarding the exploration strategy at Apollo, where the company is looking to test some of the outer boundaries of the brecciated porphyry. The company is also looking at directional drilling to test the lower portions of Apollo and to hopefully better define ...

Apr 20, 202332 min
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