Contango Ore CEO Rick Van Nuenhuysen discusses the recent gold production results from the Manh Choh Gold Mine and the joint venture with Kinross. He shares that the processing is going well and they have exceeded their planned production. The company has hedged 60% of the initial gold production and sold the remaining 40% at spot prices. Rick also talks about the acquisition of Highgold in Alaska and the ongoing exploration and development at the Johnson Tract Project. He mentions the drilling ...
Aug 26, 2024•17 min
Lundin Mining have reached an agreement with the union at Caserones which has been accepted by the majority of the union members. There are exploration updates from Comet Lithium and Founders Metals to report. Euro Manganese has entered into an offtake term sheet with Blue Grass Chemical Specialities for the sale of high-purity manganese. 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 ...
Aug 26, 2024•7 min
For this week's long-form interview, we welcome in Kevin Wadsworth of Northstar and Badcharts to walk us through many of the charts and technical analysis he's watching in markets and precious metals. Kevin points out the crux of markets we find ourselves in and how a breakdown of the S&P could mean a very long "hiatus" for equity investors. He also points out what it would take for a solid rotation of capital into value and what it all means for gold and the gold miners. This episode of Min...
Aug 23, 2024•40 min
Ridgeline Minerals has entered into an earn-in agreement for the Selena project with South32. The deal involves an initial $10 million earn-in over five years, with Ridgeline remaining the operator of the project. South32 has the option to spend an additional $10 million over three years to earn 80% ownership of the project. This deal provides non-dilutive funding for Ridgeline and allows them to aggressively explore the Chinchilla Sulphide target. The partnership with South32 does not change Ri...
Aug 22, 2024•10 min
Trevor connects with Tom Woolrych to discuss various topics in the mining industry, including Patriot's PEA, gold exploration news, and the reaction to the heap leach failure at Victoria Gold's Eagle mine. Tom shares his insights on specific projects such Lavras Gold, American Eagle, and Hercules Metals. They also touch on the potential for gold miners in the current market and the importance of engaging with First Nations communities in mining projects. The conversation concludes with a discuss...
Aug 22, 2024•25 min
Patriot Battery Metals provided the results of its preliminary economic assessment for the Shaakichiuwaanaan Project in Quebec. Ridgeline Minerals has entered into an earn-in agreement with South32 for an 80% interest in its Selena project. New drill results from Vista Gold and Dakota Gold. NeXGold expands exploration work at Goliath. 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 priv...
Aug 22, 2024•8 min
Craig Shapiro, macro trader and Founder of the Althea Narrative, provides general market commentary today on the back of payroll revisions and a look ahead at Mr. Powell from Wyoming. They discuss the recent rebound in equities after a spike in volatility, the surprising speed at which volatility has come back down, and the divergence in volatility across different asset classes. They also touch on the recent FOMC meeting minutes and the revisions to non-farm payrolls, as well as the potential f...
Aug 21, 2024•21 min
Bonterra Resources Executive Chairman Cesar Gonzalez joins MSD for a re-introduction to the company following the Osisko Mining acquisition by Gold Fields. Bonterra does have a joint venture with Osisko Mining. MSD asks where that JV ends up following the acquisition. The acquisition has sparked renewed interest in Bonterra, but the company is also focused on advancing their deposits through exploration. The market cap of Bonterra has already increased by 50% since the Goldfields-Osisko deal was...
Aug 21, 2024•21 min
Faraday Copper provided results of two drill holes from its ongoing Phase III drill program at the Copper Creek Project. We have corporate updates from Vizsla Silver and Mawson Finland. 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 Paci...
Aug 21, 2024•7 min
Elemental Altus Royalties published their Q2 financial results, showing an increase in royalty revenue and adjusted revenue compared to the same quarter last year. The company is expecting a stronger second half of the year based on operator guidance and the current high gold price. They have a cash balance of $6.5 million and $20 million outstanding debt. CEO Fred Bell mentions the possibility of reducing debt, initiating dividends, or buying back shares. The company is also seeing growth in th...
Aug 20, 2024•13 min
American Eagle Gold's Tony Moreau and Neil Prowse provide an update on the NAK project in British Columbia and this morning's drill results. The focus is on the Gold Zone, which has shown significant expansion to the north and southeast. The company drilled three holes with over 100 meters of one gram per ton gold equivalent from the surface. The Main Zone also yielded positive results, with broad lower-grade copper mineralization and higher-grade zones. The company remains confident in its long...
Aug 20, 2024•17 min
Dolly Varden Silver has announced positive exploration results from the Wolf vein from the Kitsault Project in British Columbia, with significant silver, lead, and zinc mineralization. The company has drilled over 8,000 meters and plans to expand the program. They are also exploring other areas, including Homestake. Dolly Varden has secured a financing deal to enhance their treasury and continue exploration. The timing of the financing aligns with expectations of a potential silver price increas...
Aug 20, 2024•13 min
We have the first drill results out of this year's program at the NAK project in BC. More drill results from Calibre in Nicaragua and Signal Gold in Nova Scotia. Elemental Altus Royalties published their Q2 financials. Oroco Resource Corp have updated the PEA for Santo Tomas. Dolly Varden announced a $25M financing. 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...
Aug 20, 2024•9 min
Gold reached new all-time highs and is expected to continue moving higher due to lower real interest rates and increased investment demand, says Jordan Roy-Byrne. The fundamentals driving this price increase include anticipation of lower real interest rates and the pickup in investment demand. The sentiment for gold is becoming bullish, which is a good sign for a new bull market. The gold miners, represented by ETFs like GDX and GDXJ, are also showing signs of a breakout and potential for furthe...
Aug 19, 2024•15 min
Tudor Gold commenced a new exploration drill program at the Treaty Creek project in British Columbia. The company has discovered high-grade gold hits that doesn't fit the model of a porphyry or intrusive-related deposit. These late-stage imprinted events are part of a sub-parallel system running through the entire deposit. Tudor Gold is targeting the Supercell area to outline two to three million ounces of gold. This would be a major pivotal point for the Treaty Creek project and could potential...
Aug 19, 2024•19 min
Lots of news out today, including latest drill results from Collective Mining, Dolly Varden Silver, Nevada King Gold, Mawson Gold and Q2 Metals. Contango ORE have first production results out from Manh Choh. 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 po...
Aug 19, 2024•10 min
Trevor interviews Mike McGlone, a Senior Commodity Strategist at Bloomberg Intelligence, to discuss the current state of the commodity sector within global markets. They cover topics such as the seasonality of volatility, deflationary forces in the commodities complex, the relationship between gold and the Bloomberg commodity index, the trajectory of the US bond yields, the potential for a downward move in the dollar, and the outlook for the stock market. McGlone emphasizes the global deflationa...
Aug 16, 2024•44 min
Trevor and Craig Hempke discuss the current state of the precious metals market. They talk about the extreme volatility experienced recently and the role of central bank interventions in keeping the market stable. They also discuss the performance of gold producers and the impact of elevated gold prices on their financials. The conversation touches on the importance of choosing the right companies to invest in and the potential for growth in the mining sector. They also discuss the role of M&...
Aug 15, 2024•18 min
Trevor and Matt Badiali of Quetzal Copper discuss the current state of the gold and copper markets. They explore why gold juniors are not taking advantage of the high gold prices and the risks involved in mining. They also analyze the relationship between the gold and copper prices and the impact of demand and supply on the copper market. Matt shares his insights on the M&A activity in the mining sector and the need for more exploration for economic deposits. They also touch on Quetzal Coppe...
Aug 15, 2024•17 min
The Government of Yukon made an application with the Ontario Superior Court of Justice to have a receiver appointed to take control of the assets of Victoria Gold. There are new drill results from Solaris Resources, Cartier Resources and DLP Resources. 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 fr...
Aug 15, 2024•8 min
Brixton Metals CEO Gary Thompson discusses the second round of drill campaign results from the Thorn project in Northwest British Columbia. The results include hole 291, which revealed a gold zone and a copper zone. The gold zone aligns with a Northeast trending gold zone called Talisker, with high-grade gold, silver, and copper mineralization. The porphyry system at depth shows potential for expansion, and the presence of molybdenum is noteworthy. The company is also exploring new porphyry targ...
Aug 14, 2024•16 min
We have a corporate update from G Mining in Brazil. New drill results from Radison, North Peak Resources, and Amex Exploration. 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 m...
Aug 14, 2024•7 min
Dave Kranzler and Trevor discuss the recent all-time high daily close in the gold price and the factors driving this move. It explores the anticipation of the Fed cutting rates, the physical demand for gold in the Eastern hemisphere, and the Fed's stealth QE program. The conversation also touches on the upcoming inflation numbers and the potential impact on the gold price. It concludes with a discussion on the performance of gold miners and the potential for a bull run in the mining sector....
Aug 13, 2024•26 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...
Aug 13, 2024•7 min
NexGold, formed through a merger between Black Wolf Copper and Gold and Treasury Metals, is focused on the Goliath Gold Project in Ontario. The project has a 3 million ounce gold deposit with near-term construction permits. NexGold aims to not only achieve production but also explore the 65 kilometers of strike potential in the area. The company also merged in the Niblack project in Southeast Alaska. NexGold raised $6.5 million in a concurrent financing, with Frank Giustra leading the investment...
Aug 12, 2024•13 min
Regulus Resources CEO John Black discusses the collaboration with Coimolache Mining Corporation for the AntaKori project in Peru. The Antakori project is a large copper-gold deposit that is part of a larger deposit shared between Regulus and Coimolache. The collaboration aims to reveal the full size of the project and attract interest from major mining companies. The project has significant mineralization and high grades, making it an attractive opportunity. The collaboration will involve calcul...
Aug 12, 2024•17 min
Arizona Sonoran Copper has published a new preliminary economic assessment (PEA) for its Cactus project, which has received positive feedback from the market. The inclusion of the MainSpring property in the mine plan has improved the economics of the project, with an NPV(8) after-tax of over $2 billion and an IRR after-tax of 24%. The project is expected to have a 31-year operating life and produce an average of 86,000 short tons of cathode production per annum. Arizona Sonoran Copper is outperf...
Aug 12, 2024•23 min
Gold Fields looks to take full control of the Windfall Project with the acquisition of Osisko Mining. New drill results from Dolly Varden Silver, West Red Lake Gold Mines and i-80 Gold. Western Copper and Gold provides a Casino Update. Vizsla Copper has positive exploration news from Poplar. 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...
Aug 12, 2024•8 min
Michael Howell of Crossborder Capital focuses on the recent volatility in financial markets and the potential causes behind it. They discuss the unwinding of the yen carry trade, the flow of liquidity into/or out of markets, and the risk positioning of investors. They also touch on the impact of the recent spike in volatility on the bond market and the potential for further monetary easing by central banks. The conversation highlights the importance of the US election and China's monetary policy...
Aug 09, 2024•42 min
Arizona Sonoran Copper published its Preliminary Economic Assessment for the Cactus Project in Arizona last night after market close. The PEA supersedes the previously released Pre-Feasibility Study in all respects. Premium Nickel reported their initial mineral resource estimate for Selebi Main and Selebi North. NexGen, Independence Gold and Founders Metals have new drill results out this morning. Orezone close their private placement. This episode of Mining Stock Daily is brought to you by... A...
Aug 08, 2024•10 min
