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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

Elemental Altus Royalties on the Acquisition of Two Important Tungsten Royalties

Elemental Altus Royalties has acquired two new royalties, including one on the MacTung tungsten project in Yukon. The company sees the strategic importance of tungsten as the West looks to diversify its sources outside of China. The MacTung project has had years of permitting and development work, making it a clear pathway to production. The Cantung projectis seen as a non-core asset but still has potential value. The payback period for the royalties is expected to be within the first two years ...

Jul 23, 202416 min

Morning Briefing: Signifiant Production Milestones for Sierra Madre Gold & Silver, Lifezone Metals and Ero Copper

There is good news out for a few companies on the radar looking towards production, including significant milestones from Ero Copper, Sierra Madre Gold and Silver, and Lifezone Metals. Elemental Altus Royalties have purchased two royalties from Cornish Metals. Alamos Gold hits a number of high-grade intercepts from Island. Revival Gold gets to work at Mercur. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfie...

Jul 23, 20249 min

Does this Weekend's Political News Change Sector Rations and the Trump Trade? Market thoughts with Tony Greer

In this conversation, Trevor and Tony Greer discuss market volatility and its impact on various sectors. They touch on the recent news about President Biden not running for reelection and the potential implications for the market. They also discuss the concept of the 'Trump trade' and how it may be affected by the changing political landscape. They analyze the performance of different commodities, including gold, silver, and copper, and share their insights on the current trends. Tony shares his...

Jul 22, 202419 min

Solaris Resources CEO Daniel Earl Comments on New Warintza Resource Estimate

Solaris Resources CEO Daniel Earl discusses the new in-pit mineral resource estimate for the Warintza project in Ecuador. The resource estimate was the first under the leadership of Chief Operating Officer Javier Toro. The company has made significant improvements in infrastructure and drilling capabilities, allowing for better definition and tighter drill spacing.

Jul 22, 202424 min

Heliostar Metals Eyes Immediate Cash Flow with $5M Deal

Heliostar Metals has entered into a $5 million agreement with Florida Canyon Gold, acquiring assets including the La Colorado Mine, the San Agustin Mine, Cerro de Gallo, and San Antonio in Mexico. This deal allows Heliostar Metals to remove $20 million in liabilities related to the Anapala project and gain immediate cash flow from San Augustine and La Colorado. The company plans to focus on exploration and resource growth at Ana Paula and La Colorado. The market has responded favorably to the de...

Jul 22, 202419 min

Morning Briefing: Solaris Publishes Warintza Resource Estimate

There are new drill results to report from Meridian Mining, Aldebaran Resources, and Founders Metals. Solaris Resources reported their in-pit mineral resource estimate for the Warintza project in Ecuador. 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...

Jul 22, 20247 min

Julian Brigden: Everyone's Long in a Virtuous Cycle and its Ripe for a Correction

We connect with Julian Brigden of MI2 Partners this week for a long-form discussion on the health of the global markets. We've seen a rotation of sorts out of growth tech stocks and into the industrial Dow Jones equities. Does this trade continue to have legs? And how is one to watch some seasonality of volatility? And would would a pulldown of Nvidia stock do for the general markets? As Julian believes markets are getting very interesting, and dangerous, as everyone is long and the Fed will not...

Jul 19, 202443 min

Minera Alamos Looking Towards Generating Recurring Cash Flow with the New Mining Plan in Action

Minera Alamos President Doug Ramshaw provides an update on the company's operations at the Santana mine. The mining and stacking operations are progressing well, with an accelerated production rate. The leaching process is expected to take several weeks, but the company has good metallurgical data and expects high gold recoveries. The new mining plan is aimed at generating recurring cash flow and improving financials in the coming quarters. Minera Alamos has been capital conscious and focused on...

Jul 18, 202420 min

Orezone's Bomboré Looking Back on Track with Q2 Production Numbers

Orzone Gold CEO, Paddy Downey, discusses the challenges and successes of the company's Bomboré gold project in Burkina Faso. He highlights the achievement of building the project on time and under budget during the COVID-19 pandemic. Downey explains the power supply issues they faced and the impact it had on their revenue. He also discusses the financing package for the project's expansion and the potential for future growth through additional assets. Downey emphasizes the positive outlook for t...

Jul 18, 202420 min

Morning Briefing: Minera Alamos Commences Mining and Stacking from Nicho Main

Minera Alamos provided an operations update this morning. Canada nickel has a new mineral resource out for Deloro. Li-FT power adds new claims. Orezone published their Q2 production numbers. O3 Mining and Red Pine Exploration report new drill assays. 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...

Jul 18, 20248 min

Arizona Sonoran and a New Resource Estimate for Cactus which Includes New Parks/Salyer Mineralization

Arizona Sonoran Copper has published an updated mineral resource estimate for the Cactus Project, revealing 7.3 billion pounds of copper in the measured and indicated category and 3.8 billion pounds of copper in the inferred category. The grade of the resource estimate holds up at 0.58% total copper in the measured and indicated category and 0.41% in the inferred category. The resource estimate includes the Park/Salyer and MainSpring deposits, which will now be known as Park/Salyer. The updated ...

Jul 17, 202412 min

Li-FT Power Preparing for its First Resource Estimate for the Yellowknife Project

Li-FT Power has completed a winter drilling program in the Northwest Territories, with the final batch of drill results released. The company is now working on a resource estimate and metallurgy tests, with results expected in September. The resource estimate will cover eight pegmatites, which will contribute to a centralized concentrator. The Big East pegmatite is likely to be the starting point for mining. A Trump presidency could potentially benefit the lithium market by reducing reliance on ...

Jul 17, 202410 min

Morning Briefing: Heliostar Acquires Argonaut Assets in Mexico

Heliostar Metals is acquiring 4 projects in Mexico formerly with Argonaut Gold. G2 Gold is financing while AngloGold Ashanti increases their stake int he company. Collective Mining will trade on the NYSE American. Liberty Gold has commenced a 20,000m drill program in Idaho. 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 t...

Jul 17, 20247 min

The Trump Trade hits the Mining Sector Today: Market Analysis with David Erfle

Gold and silver prices are on the rise, with gold reaching an all-time high close. The upcoming Fed meeting on July 31st could lead to a further increase in gold prices. Silver needs to pick up the pace to keep up with gold. The Trump trade is influencing the market, with stocks like Trilogy seeing significant gains. A Republican presidency could speed up the permit process for American mining projects. Q2 financials for gold mining companies are expected to be strong, with Newmont and Agnico Ea...

Jul 16, 202417 min

District Metals Update on Viken Field Work and Awaiting Tomtebo Assays

District Metals provides an update on their land position in Sweden, particularly the Viken deposit, which contains uranium, vanadium, and other metals. The lifting of the uranium moratorium in Sweden is being investigated, and there is a possibility that a proposed bill will go to parliament this fall. District Metals plans to update the preliminary economic assessment (PEA) on the Viken deposit to include vanadium and potash. They may also drill metallurgical holes and convert some inferred re...

Jul 16, 202417 min

Corporate Update from Brixton Metals as they Await First 2024 Assays

Brixton Metals CEO, Gary Thompson, provides a corporate update on the company's drilling activities at the Thorn Project in the Golden Triangle, British Columbia. They have completed two 1,500-meter holes and are currently drilling a third hole at Camp Creek. They have also started drilling at the Cirque target, a new copper porphyry. Thompson discusses the placement of drill holes and the importance of the geophysical model in guiding future drilling. He also announces the vending of the Atlin ...

Jul 16, 202417 min

Sierra Madre Gold & Silver Establishes Concentrate Off-Take Agreement

Sierra Madre Gold and Silver provides a corporate update on the La Guitarra project in Mexico. They have found the best off-taker for their concentrate, which allows them to deliver the material and get paid shortly thereafter. The concentrate is a high-grade mix of gold and silver that can be blended with other materials to increase value. The company is fully permitted and has a positive outlook on the political situation in Mexico. The economics of the project are favorable, with low sustaini...

Jul 16, 202411 min

Morning Briefing: Montage Launches a $170M Financing with New Strategic Investment from Zijin

Montage Gold is looking to a $170M financing with some help from Zijin and Lundins. Marimaca Copper announced a large financing with a strategic investment from Assore. Brixton vends the Atlin Goldfields to Eldorado Gold. Nevada King makes its first satellite discovery at Atlanta. Western Copper and Gold adds to its senior management team. 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...

Jul 16, 20248 min

Nickel Market Analysis with FPX's Martin Turenne

Trevor interviews Martin Turenne, CEO of FPX Nickel, to get an update on the nickel market and discuss the company's Baptiste project. They discuss the volatility in the nickel market, the impact of shutdowns in higher cost jurisdictions, and the importance of looking at the cost curve for price guidance. They also touch on the potential impact of the US election on the nickel market and the Inflation Reduction Act. Martin provides updates on the optimization of the Baptiste project, including v...

Jul 15, 202423 min

Morning Briefing: SolGold Enters into Gold Stream Deal with Franco-Nevada and Osisko

SolGold announced it has entered into a gold stream agreement with both Franco-Nevada and Osisko for the provision of US$750 million in project advancement funding. Sierra Madre Gold and Silver of a binding off-take agreement for Guitarra. Calibre is expanding exploration at Valentine. Exploits Discovery makes a new discovery. Arras minerals begins a reconnaissance drill program at the Tay license in Kazakhstan. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Co...

Jul 15, 20248 min

Grant Williams on the Importance of Knowing Yourself in Times of Economic Turbulence

This week's long-form features Trevor's discussion with Grant Williams, author of "Things that Make You go Hmmm..." Grant and Trevor sat down together during the Rule Symposium this week and prior to Grant's keynote address. The two cover a wide range of topics, including the market factors within the political situation within the current Presidential administration and into the presidential election. The two also spend some time talking about the historical outperformance of gold and how its l...

Jul 12, 202458 min

How Vizsla Silver's Latest Drill Results are Improving Upcoming PEA

Vizsla Silver has been releasing some very high grade returns from the Panuco Project in Mexico. CEO Mike Konnert sits down to talk about how these results are starting to shape a potential mine scenario which will be published in an upcoming PEA.

Jul 11, 202413 min

The Copper M&A Cycle Has Begun - Says John Black

Aldebaran Resources and Regulus Resources CEO, John Black, talks about cycle dynamics within the copper market. Specifically, he believe M&A activity. has begun to push projects towards production for future supply. He also provides a quick update from both companies.

Jul 10, 202412 min

Sam Broom on the Setup for Platinum, Copper, Silver and Gold

Sam Broom of Sprott joins us this week from the Rule Symposium for the first face-to-face interview him and Trevor have ever done over the past 7 years. Sam and Trevor walk through some of the setups in the metals space, including gold's stubborn resilience to fall, copper rebounding, and platinum maybe about to have a time to shine once again.

Jul 10, 202421 min

Danielle DiMartino Booth on Why the US Recession Began October 2023

Head of QI Research, Danielle DiMartino Booth, joins us from Boca following her keynote presentation at the Rule Symposium. Danielle believes the recession officially began in October of this past year and shows the theories and data to back her claim. So why hasn't the Fed come to the rescue? And with the tremendous amount of housing supply coming online, has that sector overdone it?

Jul 10, 202416 min

Magna Mining Drills High-Grade Copper at Crean Hill

We connect with Paul Fowler of Magna Mining to discuss the latest drill results out of the Crean Hill project near Sudbury. Highlights included higher grade copper (5.0 % Cu, 0.7% Ni, 12.8 g/t Pt + Pd + Au over 15.2 metres) as the company moves the project towards advanced exploration and a milling agreement for its 109 Footwall Zone.

Jul 09, 202412 min

Mining Hall-of-Famer Doug Silver on Deciphering Poor Technical Reports

Doug Silver, member of both the United States and Canada Mining Hall of Fame, joins us in Boca for a conversation on deciphering the pitfalls of mining operations through technical reports. Doug gives us a glimpse at the things he heads to first when he received feasibility studies. He also discusses the royalty sector in mining and provides his thoughts on where it needs to head.

Jul 09, 202433 min

"Mining Companies Can't Live like This" - Joe Mazumdar on Political, Regulatory and Economic Shifts Facing the Industry

From Boca Raton and the Rule Symposium, Trevor sits down with Joe Mazumdar of Exploration Insights. Joe and Trevor discuss some of the unknowns facing the mining industry as the US heads towards its presidential election. And with recent events in Yukon, what might be regulatory changes for the industry? We tackle a broad range of topics in this long discussion with Joe.

Jul 09, 202430 min

Ridgeline Mineral's Early Work Update from Big Blue

Chad Peters, CEO of Ridgeline, provides an update on the early exploration and data collection work happening at the new Big Blue porphyry project in Nevada. The company is compiling data from an IP Geophysics survey. There are also encouraging sampling results from the project which continue to show prospectivity of the area around the historic Delker Mine.

Jul 08, 202411 min
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