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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

Jorge Ganoza of Fortuna Silver Comments on its Q1 Production Numbers

Jorge Ganoza joined us in Zurich for a conversation on the company's new Q1 global production numbers. The numbers were lead by its gold production from the Séguéla Mine. Jorge talks about debt payments and a share buyback program underway along with many other aspects in the company's development.

Apr 11, 202421 min

Drilling Continues at Reunion Gold's Oko West Project

Trevor connected with Reunion Gold in Zurich for a general introduction and discussion on the company's Oko West Project in Guayana. Drilling continues following a resource update on the project which showed an Indicated Resource of 4.3 Million Ounces of Gold at 2.05 g/t and an Inferred Resource of 1.6 Million Ounces of Gold.

Apr 11, 202414 min

Metalla Royalty & Streaming Looking for a Breakout Year Following a Key Acquisition

Late last year, Metalla Royalty and Streaming closed the deal for the acquisition of Nova Royalty. CEO Brett Heath talks about that strategic deal and why Metalla sought it out. With the deal, Metalla acquired 28 royalties and 1 stream, to bring the total held as at the date of this press release to 102 precious and base metals assets.

Apr 11, 202418 min

Elemental Altus Forecasts their 7th Consecutive Year of Growth

Fred Bell, CEO of Elemental Altus Royalties joins us in Zurich to talk about their materially higher guidance for 2024. The company has even gone far to discuss 2025. For this year, the company is projecting Adjusted Revenue of approximately US$20.0 to US$23.3 million at prices of US$2,000 per ounce of gold and US$3.90 per pound of copper. Alongside royalty revenue, the Company expects to receive approximately US$20 million in payments from the portfolio over 2024 and 2025.

Apr 11, 202416 min

Exploration and Construction Update from Calibre's Valentine Project

Ryan King of Calibre Mining provides a corporate update from the company's Valentine gold Project. The company recently acquired the project through the Marathon Gold acquisition. Ryan provides a summary of the deal and the recent financing package lead by BMO. He also provides a glimpse into the project's current exploration program and construction of the project.

Apr 11, 202422 min

Contago Ore Looking to Produce at Fort Knox this Summer

Rick Van Nieuwenhuyse, CEO of Contago ORE, provides the latest updates from the company's operations in Alaska. Mining continues at Manh Choh project with 100,000t of ore being stockpiled at the Fort Knox mill with Kinross. The company is awaiting mill accommodations for processing to begin this summer.

Apr 10, 202418 min

Morning Briefing: Victoria Gold Announce Q1 Production Results

This morning's briefing includes Victoria Gold's Q1 2024 production; results from 51 holes at New Found Gold's K2 Zone in Newfoundland; 15 holes from Prime Mining's Tahonitas project in Mexico; update on plans from Aztec Minerals in Arizona; Faraday Copper drill results from Copper Creek, Arizona; and, assay results from Koryx Copper's project in Namibia. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield c...

Apr 10, 202411 min

Corporate Update: Newcore Gold On-track to Update Enchi Project PEA in Ghana

In this episode, Kylie Williams checks in with Newcore Gold's President and CEO, Luke Alexander, who provides an update on the company's Enchi project in Ghana. Newcore are in the process of updating a Preliminary Economic Assessment (PEA) in an active exploration and mining district. The project is a simple open pit heap leach operation, with column tests and bulk samples indicating an almost 92% recovery. Newcore Gold has also expanded the land package of the project. Luke expands on why Ghana...

Apr 09, 202415 min

Morning Briefing: Equinox Gold Commences Processing Ore at Greenstone Project

This morning; Equinox Gold started processing ore at Greenstone Project in Ontario; West Red Lake Gold Mines welcome second underground diamond drill at Madsen Mine, Ontario; Viva Gold assay results from Tonopah gold project, Nevada; Champion Electric Metals encounter lithium-mineralized pegmatite in James Bay, Quebec; and, Titan Mining announce assays from Empire State Mine in upstate New York. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) ...

Apr 09, 202410 min

Ascot's Premier Gold Project Achieves Key Milestone

This morning, Ascot Resources announced it has commenced ore processing through its mill and processing circuit at the Premier Mine in British Columbia. David Stewart talks to us in Zurich about this important milestone for the company and whats is next over the next few months of mining, processing and gold production.

Apr 09, 202415 min

Vista Gold Provides Economic Update from its New Feasibility Study on Mt Todd

Fred Earnest, CEO of Vista Gold, joins us from Zurich and the European Gold Forum to provide his corporate comments on the new economics of the Mt Todd project in Australia. The project now shows at After-tax NPV5% of $1.13 billion and IRR of 20.4% at a $1,800 gold price and a $0.69 Fx rate.

Apr 09, 202412 min

Morning Briefing: Ascot Resources Commence Ore Processing at Premier Gold, NW BC

In this morning's briefing: Ascot Gold has commenced ore processing at Premier Gold, Pan American Silver results from La Colorada Skarn, Endurance Gold mobilize crews at Reliance, KEG Conference and Trade Show start tomorrow, Patriot Battery Metals lithium drill results and Inflection Resources geophysics results. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. ...

Apr 08, 202410 min

Andy Home: Price Breakout and Potential for Sustained Rallies in Tin and Copper

In this conversation, Trevor and Andy Home discuss the current state of the metals markets, with a focus on copper and tin. They explore the recent price action and excitement in the metals markets, as well as the increased interest from mainstream media. They also delve into the dynamics of the tin market, including supply challenges and geopolitical issues. Additionally, they analyze the tightness in the copper market, particularly in terms of raw materials and refined metal supply. The conver...

Apr 05, 202452 min

Headwater Gold Plans Drill Program with Partners Newmont in Nevada

Headwater Gold has announced a new exploration program for its Spring Peak and Lodestar projects. The company has a partnership with Newmont, which was originally with Newcrest before the merger. The exploration priorities are aligned with Newmont, and they have approved significant drill programs for the projects. The Spring Peak project has already seen high-grade gold discoveries, and they plan to continue drilling on that structure.

Apr 04, 202415 min

Martin Turenne on FPX Nickel's New Technical Committee and a Nickel Update

This morning, FPX Nickel announced a new Technical Advisory Committee consisting of the company's 3 main strategic investors. The TAC includes representatives of FPX's three strategic investors, each holding an approximate 9.9% interest in the Company's issued and outstanding shares – Sumitomo Metal Mining, Outokumpu Oyj, and the confidential corporate strategic investor first announced in November 2022. Martin Turenne, CEO, talks about the formation of this committee and also shares some insigh...

Apr 04, 202412 min

Morning Briefing: Elemental Altus Provides Materially Higher 2024 Guidance

Elemental Altus Royalties shared its 2024 guidance. New drill results from Orla Mining, Dakota Gold, and Group Eleven Resources. Sun Peak Metals has begun drilling in Ethiopia. FPX Nickel creates a new technical committee. West Red Lake Gold closes its second tranche of its financing. 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 le...

Apr 04, 202411 min

The Fed is Out of Options and This Gold Move is Only the Beginning, says Jordan Roy-Byrne

Gold and silver prices continue to rise, with gold hitting a new all-time high. Jordan Roy-Byrne discusses the cup and handle pattern and predicts a measured upside target of around $3,000 for gold. He also mentions a potential long-term target of $4,000 or even $5,000 to $6,000 if there is a recession in the stock market. The conversation then shifts to the fundamentals, with a focus on inflation and the Federal Reserve's actions. Jordan explains that gold and silver are indicating that the Fed...

Apr 03, 202419 min

Magna Mining and the Increased Significance of Crean Hill's 109 Footwall Zone

Magna Mining CEO, Jason Jessup, discusses the recent nickel, copper and PGM exploration results at the 109 footwall zone at Crean Hill in Sudbury. The drill results show high-grade nickel, copper, and precious metals, highlighting the potential of the area. The company plans to include the 109 footwall zone in their mineral resource estimate update and is working on an alternative processing scenario for better recoveries. They are also preparing for advanced exploration and test mining before t...

Apr 03, 202414 min

Portfolio Update with Kenorland Minerals and an Available Share Buyback Program

Trevor and Zach Flood of Kenorland Minerals discuss the current state of the precious metals sector and explore the latest developments in Kenorland's exploration projects. They cover topics such as the South Uchi project, the Ontario junior exploration program grant, the Manitoba Mineral Development Fund grant, and the Tanacross project. They also touch on Kenorland's buyback program and the potential for future drilling at the O'Sullivan project.

Apr 03, 202418 min

Morning Briefing: Magna Mining hits Massive Sulphide within the Core of the 109 Footwall Zone

There are new drill results to report from Magna Mining, Red Pine Exploration and BeMetals this morning. G2 Goldfields updated its resource estimate at OKO. Defense Metals appoints a new Director. 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...

Apr 03, 20249 min

Shawn Khunkhun on Silver's Big Move and Dolly Varden's $15M Financing

Trevor and CEO Shawn Khunkhun discuss the recent outperformance of silver in the market and the potential for a silver bull market. They also talk about Dolly Varden Silver's recent financing and exploration plans. The conversation highlights the growing industrial demand for silver and the challenges in silver mining and exploration. The main takeaway is that silver is showing early signs of outperformance and there are opportunities for investors in silver equities.

Apr 02, 202419 min

Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem

This morning, Trevor connected with Simon Hunt of Simon Hunt Strategic Services. The premise of the conversation was to discuss the current copper market and China's involvement with the spot price. We do discuss this, including some of the latest news out of China's smelting capacity. But the conversation also provides a backdrop of geopolitical escalations with both Russia and Israel. These dynamics could have very powerful headwinds for the commodities complex, which Simon believes is getting...

Apr 02, 202432 min

Morning Briefing: Ivanhoe Electric Drills its Best Intercept at Hog Heaven

New drill results from Ivanhoe Electric and Talisker Gold. MP Materials received $58.5M Award from DoE. Stallion Uranium says it has encountered anomalous radioactivity in the first completed hole. Scottie Resources has a financing deal with Franco-Nevada. 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 ...

Apr 02, 20249 min

Chase Taylor on Lessons from LTCM and the Risks of the Fed Cutting Rates into Economic Growth

Chase Taylor of Pinecone Macro discusses his background and experience in finance and macroeconomics in this week's long-form on MSD. He shares the challenges of standing out in the macro research industry and the importance of making calls and learning from mistakes. The conversation then delves into the lessons learned from 2023 and the expectations for 2024. The similarities to the late 1990s cycle and the potential impact of rate cuts on asset prices are explored. Finally, the conversation c...

Mar 29, 202457 min

Vizsla Silver CEO Mike Konnert on the Addition of the Past-Producing La Garra-Metates District

Vizsla Silver CEO, Mike Konnert, discusses the acquisition of the La Garra-Metates district and the potential it holds for the company. The district is a forgotten, high-grade Spanish mining district with similarities to the San Dimas and Panuco districts. The focus remains on the Panuco District, but the La Garra-Metates district offers additional upside for shareholders. The conversation also covers the recent intercepts at the Copala Splay system and the upcoming royalty spin co.

Mar 28, 202417 min

A Re-Introduction to K2 Gold and its Draft EIS Efforts

In this conversation, Trevor interviews Anthony Margarit, CEO of K2 Gold, about the company's projects and progress. The conversation covers the Mojave Project in California, the draft Environmental Impact Statement (EIS) and permitting process, managing equity and financing, the SI2 project in Nevada, and prioritizing projects. The interview concludes with a discussion on the risk-reward profile of K2 Gold and the investment pitch for potential investors.

Mar 28, 202415 min

Magna Mining and a New Off-take Agreement with Vale

Magna Mining CEO Jason Jessup discusses the offtake agreement with Vale and the progress made in de-risking the Crean Hill project. The agreement includes certain nickel zones while excluding the precious metals-dominated 109 footwall zone. An updated resource estimate is expected in Q2, with the possibility of improved grades. Vale is interested in Magna Mining as a supplier of ore and a long-term positive relationship is anticipated. Cashflow guidance will be provided once the updated life of ...

Mar 28, 202410 min

Morning Briefing: Aldebaran Extends Known Mineralization at Altar

Both Aldebaran Resources and Amex Exploration have new drill results out this morning. Troilus Gold is looking to re-scope its Troilus Project Feasibility Study. Calibre Mining hires key contractor to advance Valentine. 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...

Mar 28, 20248 min

Awalé's 5-year Overnight Success at Odienné

We wrap the day with a conversation with Awalé CEO, Andrew Chubb. The company is coming off reporting spectacular drill holes in Cote d’Ivoire on the Odienné project. Instead of spending time on the specific results, Andrew shares some of the backstory on the project and the company. It has taken quite a bit of time to get to these results, supported in joint venture with Newmont.

Mar 27, 202415 min
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