Trevor and Ben discuss the Q1 numbers for mining companies and the impact of cost inflation on their performance. Ben shares his analysis of the Q1 numbers, highlighting the increase in cost inflation and the positive impact of higher gold prices on earnings. He also discusses specific companies that have struggled with cost inflation and those that have performed well. The conversation then shifts to the royalty companies and their resilience to cost inflation. Ben explains that while royalty c...
Jun 13, 2024•22 min
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. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Min...
Jun 13, 2024•8 min
American Eagle Gold CEO, Anthony Moreau, provides an update on the drilling progress at the NAK porphyry project in British Columbia. The company has added a second drill rig and has drilled over 800 meters so far. Assay results are pending, but the core samples look promising. Moreau discusses the potential depth of the drilling and the cost considerations. He also highlights the significance of hole 19, which is drilling into unexplored territory.
Jun 12, 2024•12 min
In this conversation, Trevor and Chris Vermeulen discuss the market reaction to the CPI inflation data and the potential for rate cuts. Chris emphasizes that as a technical trader, he follows price rather than relying on the actions of the Fed. He believes that the market is currently in a state of extreme FOMO and warns of potential volatility ahead. They also discuss the performance of small-cap stocks, the fixed income market, and the potential for a major market top. Chris shares his insight...
Jun 12, 2024•24 min
In this conversation, Trevor and Lobo Tiggre discuss the current market conditions, the impact of inflation numbers on the Federal Reserve's policy, and the outlook for gold. They also touch on the recent national elections in Mexico and the potential implications for the mining industry. Lobo expresses caution regarding political risks in Mexico and advises investors to be mindful of the potential downside. He emphasizes the need for independent information and analysis when evaluating investme...
Jun 12, 2024•23 min
Meridian Mining CEO Gilbert Clark discusses the company's recent drill hole exploration results at the Santa Helena and Cabaçal projects. The results show promising gold equivalent grades and shallow open pittable depths. The company plans to continue drilling and expand the resource calculations for both projects. Gilbert also highlights the importance of data quality in resource calculations and the potential for future production from regional targets. The upcoming catalysts include the compl...
Jun 12, 2024•13 min
New drill results from Vizsla Silver's Copala Vein, Orezone's Bomboré Gold Mine, and Amex Exploration's new JT Zone. Ero Copper has received its last remaining permit. Grande Portage Resources update the resource estimate for Herbert. 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. The Cactus Mine Project is located less than an hour's drive from the Phoenix Int...
Jun 12, 2024•8 min
Integra Resources provides an update on their flagship project, DeLamar, and their exploration plans for Wildcat in Nevada. The company has reached a major milestone with the approval of the mine plan of operations for DeLamar, which will now go through the NEPA process. Integra plans to release a feasibility study for DeLamar by the end of the year, incorporating 42 million tons of stockpile material. They are also exploring the potential for other metals on the property. In Nevada, Integra is ...
Jun 11, 2024•20 min
Galen McNamara from Summa Silver provides an update on the Mogollon project in New Mexico. The project has potential for large-scale mineralization and compares favorably to well-known Mexican silver districts. The company has been drilling and obtaining significant results, such as 31 meters of 400+ grams per ton silver equivalent. They plan to continue drilling and step out around known mineralization to build ounces and de-risk the project. The company will announce detailed plans for a resou...
Jun 11, 2024•14 min
Elemental Altus Royalties reported strong Q1 royalty revenues of $4.7 million, up 24% from the previous year. They are on track to meet their guidance of 10,000 to 11,700 gold equivalent ounces. The company expects the Diba royalty to start generating revenue in Q3, and they anticipate increasing revenue from that royalty over Q3 and Q4. The higher spot prices of gold and copper are expected to significantly increase Elemental's revenue and margin.
Jun 11, 2024•16 min
Lots of new drill results out this morning, including the latest from Filo, Li-FT Power, Meridian Mining, West Red Lake Gold and Solaris Resources. Magna Mining has awarded their advanced exploration contract for Crean Hill. 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. The Cactus Mine Project is located less than an hour's drive from the Phoenix International...
Jun 11, 2024•9 min
American Pacific Mining provides an update on their portfolio, with a focus on the Madison and Palmer projects. They have mobilized a drill rig at Madison and are seeing visual success in the drilling. They are also planning to drill for the porphyry. At Palmer, their partner Dowa Metals and Mining is aggressively pushing the 14-million ton VMS project forward, and they plan to drill both the South wall and the unexplored North wall.
Jun 10, 2024•15 min
We have new drill results from Arizona Sonoran Copper, Bravo Mining and Patriot Battery Metals. American Eagle Gold adds a second drill rig at NAK. FPX Nickel begins work in Yukon. Energy Fuels achieves commercial production of separated neodymium-praseodymium. 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. The Cactus Mine Project is located less than an hour's...
Jun 10, 2024•9 min
The conversation with Koala covers the failed BHP-Anglo deal, the significance of Glencore's potential sale of Kazzinc, the geopolitical nature of mining projects, and the speculative nature of copper prices. It also delves into the importance of coking coal and the challenges of investing in mining. Koala covers a wide range of topics related to the mining industry, including exploration, capital allocation, mergers, and geopolitical influences. The discussion also delves into the challenges an...
Jun 07, 2024•47 min
Kingfisher Metals CEO, Dustin Perry, provides an update on the acquisition of the LGM project adjacent to the Highway 37 project in the Golden Triangle. The project covers multiple types of geology, with a focus on porphyry and epithermal systems. The acquisition terms include three million shares and $75,000 in cash for 100% ownership, with royalties ranging from 1% to 2%. The company plans an extensive exploration program for the summer, with a focus on big picture ideas and potential new targ...
Jun 06, 2024•14 min
Snowline Gold CEO, Scott Berdahl, provides an update on the company's extensive drill program and the exploration of the Rogue Project. He discusses the work at the Valley discovery, the drill program's expected outcomes, and the economic analysis of the system. Scott also shares insights on aggressive regional drilling.
Jun 06, 2024•16 min
In this morning's briefing, B2Gold agrees to sell royalties to Sandbox Royalties, now renamed Versamet Royalties; Irving Resources finalized a non-binding term sheet with Newmont and Sumitomo; Kingfisher Metals to acquire LGM Project from Origen Resources; Vizsla Copper increase private placement to C$4.5 M; Silver One discover additional copper and silver prospects; Kodiak Copper increase size of private placement; CanAlaska Uranium report diamond drill results; and, Standard Uranium complete d...
Jun 06, 2024•10 min
Rick Rule discusses his strategic approach to resource investing, focusing on gold equities and junior mining companies. He shares some insights into his strategic allocation in gold equities and junior mining companies based on strong operating margins and long-term capital allocation decisions.He also delves into the macroeconomic landscape and the challenges of managing debt and entitlements. The conversation concludes with an invitation to engage with Rick Rule on natural resource stocks. Th...
Jun 05, 2024•50 min
Fireweed Metals launches its regional exploration program at Macpass. Integra receives key approval form the BLM. Drill results from Calibre Mining and Nevada King Gold. West Red Lake Gold Mines shares its short and medium plans for Madsen. 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. The Cactus Mine Project is located less than an hour's drive from the Phoen...
Jun 05, 2024•8 min
The conversation covers market commentary on gold, silver, and precious metal miners. The market is experiencing a down day correction within the metals and the miners. What is leading this move? Jordan Roy-Byrne has some thought as well as on the impact of seasonality, economic indicators, and potential rate cuts on the precious metals market.
Jun 04, 2024•14 min
Ridgeline Minerals CEO Chad Peters provides an update on the company's exploration projects in Nevada, including the significant budget allocation for exploration, partner involvement, and the strategic approach to each project. The conversation covers the SWIFT project, Black Ridge, Selena, and Big Blue, highlighting the exploration plans, partnerships, and potential for future deals.
Jun 04, 2024•16 min
Magna Mining CEO, Jason Jessup, discusses the new toll milling agreement with Glencore for the 109 footwall zone at the Crean Hill project. The agreement, the work process, exploration drilling, resource update, and the future of the project are covered in the conversation. Including why Glencore is the best partner for the 109 FW Zone.
Jun 04, 2024•16 min
Targa Exploration Corp, a company with a multitude of exploration projects throughout Canada, is introduced by CEO Cameron Teamstra. The company initially focused on lithium exploration in its Opinaca project Quebec but made significant gold discoveries with its till program, leading to a shift in focus. The conversation covers the company's exploration plans, potential drill programs, and the involvement of industry experts and advisors.
Jun 04, 2024•15 min
Magna Mining has signed a toll mining agreement for their 109 FW Zone at Crean Hill. Drill results from Brunswick Exploration, Fury gold Mines and Strikepoint Gold. Talon Metals have extended the Raptor Zone. Sierra metals is refinancing their debt facility. 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. The Cactus Mine Project is located less than an hour's dr...
Jun 04, 2024•9 min
Collective Mining's Ari Sussman discusses the latest drill results from the Apollo deposit, focusing on the extension of the deposit, the potential for growth, and the discovery of copper mineralization. It also covers the implications for investors, the mining method, and ongoing exploration efforts at other targets. The conversation concludes with a discussion on geophysical exploration and its potential impact on the project.
Jun 03, 2024•18 min
We connect with Vizsla Silver's Mike Konnert for his thoughts on yesterday's presidential election results form Mexico. What are the implications for mining companies in Mexico and what else should we be watching in that country? It also delves into the Panuco project's exploration and development updates, as well as the impact of silver prices on the project's economics.
Jun 03, 2024•17 min
Desert Gold Ventures is an Africa-focused explorer with a significant land position in Western Mali's highly prospective gold belt. The company aims to develop a tier one asset with a minimum production of 100,000 ounces for at least 10 years. They have declared an initial resource of over 1.1 million ounces and are working on a preliminary economic study for the project. Despite the negative perception of Mali, the company highlights the prospectivity and low-cost operational advantages of the ...
Jun 03, 2024•19 min
In this morning's briefing, Taseko Mines suspended operations at the Gibraltar Mine over the weekend; drilling is underway at ATHA Energy's Angilak project in Nunuvut, Banyan Gold's AurMac project in Yukon, Consolidated Lithium Metals' East Vallée Lithium project in Quebec, and Silver Storm Mining's La Parrilla Silver mine in Durango, Mexico; G2 Goldfields and Abcourt Mines provide results; Defense Metals announces Board addition; and, Minera Alamos file update on SEDAR+. This episode of Mining ...
Jun 03, 2024•11 min
George Ogilvie from Arizona Sonoran Copper Company discusses the opportunities and developments at the Cactus Project in Arizona, focusing on the MainSprings priority area, drilling and exploration, mineralization, open pit scenarios, copper prices, project economics, project evolution, permitting, and the future of copper equities. The second conversation delves into the M&A activity in the precious metals and copper development space, focusing on the acquisition of Adventus Mining Corp by ...
May 31, 2024•49 min
Craig Parry provides an update on the copper market and discusses Vizsla Copper's projects in British Columbia. He emphasizes the potential for a massive boom in the copper market and the importance of advancing projects in a high-price environment. The financing market and the jurisdiction of British Columbia for mining projects are also discussed.
May 30, 2024•17 min
