Market Musings with Fairbairn & Russell

https://twitter.com/jenstilmanydots 

Why Gold Is the Only Safe Bet Right Now | Alexander Stahel  

00:00 - Introduction 01:05 - Klaus Eckhof's Background 04:50 - Early Success in the DRC 09:10 - Why the DRC for Mining? 12:00 - The Tin Market: Supply & Demand Outlook 16:30 - Rome Resources: Drilling for the Next Big Tin Deposit 20:50 - Challenges in the DRC: Logistics & Politics 24:10 - What's Next for Rome Resources? 26:30 - Rome's Long-Term Vision & Potential Buyout 28:40 - Final Thoughts & Closing Remarks

00:00 - Welcome Back, Rick Rule Introduction and Rick Rule's second appearance on the show. Reflections on the year and the state of the mining market.  00:22 - The State of Junior Mining Markets Rick compares perspectives across the UK and North America, emphasizing the availability of capital for quality projects despite challenges in broker performance.  01:52 - Rationalizing Capital Allocation How rationality is returning to mining finance, separating high-quality opportunities from overhyped ventures.  03:28 - Insights on AIM and London Markets Rick critiques the AIM market, shares thoughts on delistings, and explores how AIM could revitalize itself to attract investors.  06:46 - A Global Perspective on Mining Sentiment Observations on mining conferences and trends in Rule Investment Media's growing, diverse subscriber base.  09:27 - Making Mining Attractive Again Rick discusses innovation, bringing Silicon Valley thinking to mining, and the need for investor education on the sector's importance.  13:19 - Gold and Inflation Hedging Why physical gold remains essential for portfolio insurance and how mining stocks offer upside for those willing to do the work.  16:03 - Gold Stock Picks and Junior Risks Rick's top gold picks include Franco-Nevada and Agnico Eagle. Discussion of Greatland Gold and the importance of thorough research in junior mining.  25:49 - Tin and the Alphamin Story Rick highlights the potential in tin, focusing on Alphamin and the exceptional geology of the DRC despite its challenges.  30:06 - Graphite and Sovereign Metals Why Rick is optimistic about Sovereign Metals and its low-cost potential in both graphite and rutile markets.  32:33 - The Battle Bank Vision Rick introduces his innovative banking venture, targeting dissatisfied customers with a focus on competitive interest rates, currency flexibility, and gold-backed lending.  42:04 - Closing and Personalized Investment Offers Rick invites listeners to submit their portfolios for free personalized rankings, focusing on natural resource stocks.

00:00:14 Introduction to Arkle Resources 00:00:50 Green Revolution and Resource Demand 00:03:03 Global Lithium Demand and China's Dominance 00:04:42 Lack of Exploration in Critical Raw Minerals Act 00:07:53 Decline of Junior Explorers 00:11:00 Exploration and Risk 00:16:14 Global Mining Legislation and Exploration 00:20:28 Middle-Class Growth in Developing Countries 00:23:45 The Misconceptions of Environmental Activism 00:26:22 Technological Solutions for a Greener Future 00:28:37 Gold as a Store of Value 00:30:46 Lithium Exploration in Botswana 00:36:14 Zinc Exploration in Ireland 00:39:52 Lithium and Gold in Zimbabwe and Ireland

00:00 - Welcome and Introductions 01:30 - Peter Clausi Early Career: From Law to Mining - Peter shares his academic background in computer science and law, and how he transitioned into the mining industry.  04:50 - Involvement in Fit Spirit: Promoting Self-Esteem for Teenage Girls - Peter discusses his work with Fit Spirit, a charity focused on empowering young women.  07:00 - Canada's Changing Retail Investor Landscape in Mining - Peter explains the decline in retail investor interest in mining and the impacts of cannabis and crypto investment trends. 10:30 - Public Perception of Mining and the Green Revolution - Peter dives into misconceptions about mining and the industry's crucial role in the Green Revolution.  12:30 - Challenges in Mining and Coping with Stress - Peter shares personal stories about the supply chain challenges faced by Silver Bullet Mines during the pandemic.  17:00 - Defining Success in Mining and Business - Peter reflects on past successes and the importance of long-term strategy over quick wins.  20:30 - Multiple Roles and Public Company Responsibilities - Peter talks about his other roles in public companies, including CBLT Inc., and his commitment to transparency with shareholders.  24:00 - Work-Life Balance: Family, Work, and Personal Life - Peter shares how he manages his busy professional life while balancing personal commitments and passions like cooking and guitar.  29:30 - Future of Silver Bullet Mines: Production and Revenue Goals - Peter discusses Silver Bullet Mines' production goals, third-party material processing, and revenue plans for Q4.  33:00 - Long-Term Vision for Silver Bullet Mines - Peter outlines the company's future development plans, including possible takeovers and expansion of other mining properties.  34:45 - Closing Remarks and Farewell - Final thoughts from Peter and the hosts, along with an invitation to meet in person at PDAC in March.

00:00 - Introduction and Welcome - Market Musings podcast introduction and greetings with co-host Pam Sidhu.  00:00:54 - Guest Introduction: Jason Brewer - Introduction to Jason Brewer from Marula Mining and his role.  00:02:26 - Jason Brewer's Background and Early Career - Jason's childhood, mining family, and early experiences in the mining industry.  00:04:43 - Love for Africa - Jason discusses his attraction to Africa, its opportunities, and how he's thrived in this environment.  00:07:22 - Challenges and Success in Africa - Jason explains the determination needed to succeed in Africa and the entrepreneurial mindset that thrives there.  00:14:14 - Marula Mining's Ambitions - Jason lays out his goals for Marula Mining and the company's long-term vision of growth and sustainability.  00:25:15 - Daily Life and Routine - Jason shares his daily routine, work ethic, and the role of maintaining balance between work and health.  00:39:07 - Reflections on Past Career and Lessons Learned - Jason reflects on past career experiences, both successes and failures, and how they've shaped his approach to business today.  00:45:03 - Charity and Giving Back - Jason discusses his involvement with the Mayflower Children's Foundation and the importance of giving back in Kenya.  00:52:28 - Project Updates and Future Plans - Jason provides updates on Marula Mining's key projects and looks forward to transformative developments in 2025.

00:00 - Introduction 01:15 - Guardian Metal Resources 08:46 - Power Metal Resources 14:00 - Sovereign Metals 21:55 - Nostra Terra Oil & Gas 35:43 - Metals One 43:16 - Cizzle Bio Tech

00:00 - Introduction 01:40 - Paul's Potted History 16:30 - Working at Shell 22:00 - Turning The Company Around 28:50 - Oil Field Potential 40:25 - Expansion Potential 43:16  - Funding, Oil Price, Production Target 47:15 - What Do You Want To Achieve & How By Mark Fairbairn & Alan Green Recorded 18/6/2024

00:00 - Introduction 02:40 - Rick's Apprenticeship Bar 09:25 - What Questions Do You Ask Of CEO's 16:00 - Defining Your Time Catalyst  24:30 - Money is Made in the Delta of Value vs Price 27:12 - How Do You Pick A Stock? 32:24 - Where Are We in the Mining Cycle? 37:02 - Questions From Our Audience 42:25 - Rick Invites You To Mining Journal Select London 44:15 - Rick Rule Symposium By Mark Fairbairn Recorded 20/6/2024

00:00 - Introduction 00:40 - Nicole's Journey to Geology   - Nicole's background and early interest in geology.   - Nicole's early career challenges, working underground, and gender barriers in the mining industry. 04:20 - Evolution and Shifts in the Industry   - Shifts in industry culture and the impact of women in mining.   - Nicole's transition to exploration and the excitement of discovery. 07:24 - Challenges in the Industry   - Market challenges, project dormancy, and commodity preferences. 08:55 - Memorable Discoveries   - Discussion about Nicole's favorite commodity, gold, and experiences in gold discovery.   - Memorable experiences working in Ukraine and Argentina. 11:39 - Challenges in Different Environments   - Challenges faced in different parts of the world and remote environments.   - Different types of deposits Nicole has worked with and her approach to exploration. 15:25 - Transition to Thor Energy   - Nicole's transition to Thor Energy and the shift from Thor Mining to Thor Energy. 18:10 - Uranium Projects   - Discussion about Thor Energy's focus on uranium projects and their importance. 20:28 - Copper Projects   - Explanation of the in-situ recovery method for copper projects. 22:14 - Upcoming Activities   - Upcoming drilling programs and project evaluations. 00:24:19 - Personal Reflections and Future Goals   - Nicole's personal reflections on her time with Thor Energy and future goals..

00:00 - Introduction 01:14 - The Demand for Lithium 17:00 - Clean & Green Lithium from Brines 23:58 - Working in Bolivia 31:39 - EU Participation in Securing Lithium  41:12 - How Far Along Are You? 42:53 - Pilot Plant & Production 49:05 - Phases of Development

In this podcast Henrik Zeberg of The Zeberg Report joins host Mark Fairbairn & CEO of Panther Metals Darren Hazelwood as they discuss Henrik's Blow Off Top theory and some of the key factors driving a bullish equities market followed by a crisis and a major opportunity in commodities & mining  00:00 - Introductions  01:50 - Henrik's Theory  04:22 - The Business Cycle - Macro Data  12:37 - The Blow Off & Interest Rates  19:07 - How will we get through the turmoil?  26:37 - Timing is Everything  33:15 - What Does Post Crisis Look Like?  39:32 - Whats Driving Commodity Prices #gold  46:10 - Almighty Opportunity in Miners  47:47 - Planning Ahead - Final Thoughts By Mark Fairbairn

00:00 - Introduction to John 11:11 - Silver Bullet Mines 18:05 - Challenges Along The Way 26:11 - Washington (Idaho) 33:19 - Cashflow from Processing Other Mine's Ore 35:54 - What Is To Come Near Term By Mark Fairbairn & Alan Green Recorded 3/5/2024

00:00 - Introduction 07:29 - Uranium Projects 12:00 - Ontario Gold - Tully, Jackfish Lake, Big Bear 15:33 - Gold Tailings Opportunity

Malcolm Palle the Chairman of Coinsilium PLC joins us to discuss the recent Bitcoin Halving and the upcoming revolution of the internet with Web3 00:00 - Introduction 01:15 - Bitcoin #btc 11:26 - Web3 20:21 - How to Compete with the Big Internet Players 26:46 - New Advertising Models for Web3 31:40 - Will Google etc Adapt to Web3? 34:34 - Key Next Steps in the Evolution of Web3 37:12 - Decentralization of Data Like How Crypto Decentralized Money 42:47 - Bolt 45:28 - How Will Coinsilium Give Investors Exposure Upside to Investors By Mark Fairbairn & Alan Green Recorded 25/4/2024

00:00 - Introduction 01:44 - Cedric's Background  13:10 - Monte Muambe Fluorspar Opportunity  15:38 - Scoping Study  20:20 - REE Prices & Market Outlook  27:10 - Monte Muambe Economics  30:35 - What Do You Need To See To Make Monte Muambe A Success?  33:37 - Copper in Zambia  41:26 - Kalahari Copper Belt  52:05 - The Mining Cycle  By Mark Fairbairn & Alan Green

00:00 - Introduction 01:15 - BTC price and what is driving it 10:07 - Alt Coins 13:13 - Who Are Vinanz PLC 13:36 - Lessons learnt from other BTC mining operators 27:13 - What is the Vinanz Investment Case? 29:22 - Tokenisation of Assets 34:43 - USA Roadshow 40:55 - Gold and Silver By Mark Fairbairn, Alan Green

00:00 - Introduction 09:57 - Power Metal Resources 17:28 - First Development Resources 19:07 - Golden Metal Resources 25:47 - Market Risks 28:42 - ECR Minerals 29:29 - Cobra Resources 35:00 - Cadence Minerals

00:00 - Introduction 02:55 - Uranium 07:40 - Gold 08:30 - Indaba 11:30 - What Deals Are You Seeing? 13:50 - Lithium 15:20 - Vibe with the Juniors, M&A 18:10 Attractive Jurisdictions 22:30 - Final Thoughts

00:00 - Introduction & Panther Metals 16:24 - Golden Metal Resources 28:30 - Chill Brands 36:50 - Premier African Minerals

00:00 - Introduction 01:10 - Premier African Minerals 21:45 - Sovereign Metals 32:10 - Avacta 42:22 - ECR Minerals 50:14 - Power Metal Resources

StockBox plan on a series of podcasts with expert guests from Stark Resources. Here we introduce the concept and the commodities we plan on talking about.

00:00 - Introduction  15:20 Creating & Building Companies - 10 IPO's 18:12 - Argo Blockchain 23:48 - Timing the Markets 25:18 - Failures  28:46 - AI Opportunity 36:34 - Raise & IPO of Cykel 42:21 - Product Launch 45:35 - Investment Case & ROI

00:00 - Introduction 02:05 - Kyle's Background 12:29 - Lessons Learnt from Failures 16:21 - Customer Experience is Key 24:09 - What Are Carbon Credits 42:14 - Ora App

00:00 - Introduction (Who are Eden Research) 04:58 - What Are Sustainable Pesticides? 10:00 - The Market for Crop Protection 14:00 - Suite of Products & Ecovelex 31:41 - Mevalone 39:54 - Funded with £9M & Plans 48:00 Cedrox 51:27 - Newsflow and Summary

00:00 - Introduction 04:07 - Amaroq Gold 14:38 - Kefi Gold 28:22 - Greatland Gold

00:00 - Introduction 2:18 - Alex's Background 3:16 - Career in Australia 5:57 - Move to Capital Markets London 8:16 - MA in Mineral Economics 9:42 - Becoming a Broker 21:00 - Started Mining First Company 26:57 - Move to Kazakhstan 38:45 - East Star Minerals Copper VMS Project (Rudny-Altai) 47:13 - Operating in Kazakhstan 50:31 - Recognising the Risks in Investing

00:00 - Introduction 04:40 - Internship at Procter & Gamble 11:31 - Move to HBOS 14:01: Developing a Sustainable Competitive Advantage 23:39 - Move to Homeserve 31:37 - The Invention of LeakBot 39:48 - Market for water damage insurance 41:14 - ONDO InsurTech Business Plan

00:00 - Introduction & interest in geology 11:02 - Mining Cycle & Public Attitude to Mining 20:17 - Where are we in the cycle commodity demand curve? 27:35 - Early Mining Career Experience 30:49 - Kiran's Approach to management 35:35 - Exploration is more often than not disappointing 40:32 - Cadence 47:41 - Exit Strategy/dividend/disposal 52:04 - Amapa Iron Ore 58:44 - Closing Thoughts

00:00 - Introduction & Markets in General 08:45 - Premier African Minerals #PREM 26:34 - Kodal Minerals #KOD 34:49 - Greatland Gold #GGP

00:00 - Introduction 03:00 - Why Nevada? 12:55 - USA & Critical Metals Interest 18:50 - Fast Tracking Pilot Mountain 25:00 - Pilot Mountain Copper, Silver & Zinc Credits 27:40 - Golconda, Garfield, Stonewall & Kibby Basin 34:02 - Lithium 36:00 - Summary & Next 6 Months

00:00 - Introduction 04:19 - David's Background 07:12 - Mining in Australia 09:58 - Kalgoorlie School of Mines & Fiji 12:32 - Underground Mining 13:07 - First IPO, Ghana Gold Mines 14:01 - Cambrian Mining & Asia Energy 15:35 - Lonro 21:45 - Failures 33:00 - Bitcoin Mining 49:45 - What is your why? 56:00 - Where is Crypto going?

00:00 - Introduction 01:42 - The Economy & Macro View 07:35 - What Does This Mean for the Markets? 15:12 - What are the Warning or Leading Signs? 19:25 - Banks & Money Outflows 31:52 - Closing Thoughts & Good Stocks (PREM, KOD, AVCT

Mark Fairbairn discusses with Darren Hazelwood CEO of Panther Metals all things macro & fundamental about the mining sector. The opportunity Darren sees and how he is positioning Panther to drematically benefit. 00:00 - Darren's PI Life & The Opportunity He Saw 06:25 - The Fundamentals & Macro Environment 22:20 - Philosophy for Panther 30:20 - Having a Business to go to War with 35:52 - Feeding the market & putting monet into the ground 39:35 - Final Thoughts

00:00 - Introduction 02:00 - Tony's Background 09:35  - Mark's Background 15:45 - Successes & Failures 25:40 - Georgina Energy 33:12 - Helium Market 37:40 - Hydrogen Market 39:45 - IPO onto the LSE 42:22 - Comparison to Helium One 46:40 - Work Program Post IPO 53:33 - How to Take Part in IPO

00:00 - Introduction 01:45 - Battery Metals 05:52 - Rare Earths 11:52 - Flexible Grid Solutions 14:55- Shift to Oil & Gas 24:17 - Investor Event

00:00 - Introduction 09:54 - Marula Mining 16:16 - Elon Musk, Twitter & Integrity 25:00 - Kendrick Resource 29:45 - Bottom of the Market 31:08 - Upland Resources 33:12 - Corcel PLC 35:19 - Prospex Energy 37:16 - Nostra Terra 38:29 - Capital Metals 39:55 - Premier African Minerals 43:54 - Contango Resources 44:52 - When Markets Turn

Andrew Thake from Mines & Money and Resorucing Tomorrow events joins us today to discuss all things mining and networking. They have an event coming up in Miami soon as well as two events in London this year. 00:00 - Introduction  01:33 - Background in events & mining 03:50 - Interest in Mining Investment 07:45 - Cyclical nature of the mining industry 15:10 - Investing in miners 21:18 - Networking, doing research & going to events 22:10 MIAMI 80 co's attending 27:00 - Mines & Money - what it is all about? 28:58 - CEO's love to meet PI's 31:00 - London events

00:00 - Introduction 03:50 - Career History 12:32 - Building teams, Building Companies 17:02 - Mining is a long term investment 21:54 - The Mining Cycles 25:22 - Responsible Mining 28:41 - Ewoyaa Lithium Project 33:40 - A Commodiy demand never before seen in a lifetime 39:33 - Atlantic Lithium Roadmap 43:28 - Time at Premier African Minerals 46:27 - Final Thoughts & Goals for 2023

In this podcast Mark Fairbairn & Kenny Russell talk to Allan Syms the Exceutive Chairman of Cizzle Biotech. The compnay are working on developing a blood test to detect early stage lung cancer. With 13 years of research already behind them, their IPO June 2021 opened the way to develop the science into a marketable product.  00:00 - Introduction to Allan 09:40 - Allan's Interest in Science  5:14 - The Jump into Industry 22:56 - Working for Big Pharma 25:35 - Scientist or Business Man? 29:16 - Failures Along the Way 32:07 - Allan's Joins Cizzle  35:58 - The Cizzle Investment Case

Mark Fairbairn & Alexander Stahel sit down to discuss the EU energy crisis. What has caused it? How bad could it get? And how can people prepare?  00:00 - Introduction & Data Points  03:18 - Electricity More Important than Gas 08:15 - Rising Costs & Blackouts 11:15 - Why are we in this situation? 19:14 - Pricing/Availability & The Netherlands 24:50 - Lehman Brothers Moment for Energy 34:11 - Scandinavian Situation 38:57 - UK Situation 45:50 - Replacing LNG Shortfall (Nord Stream) 53:18 - Gas/Elec Crisis is here to stay 58:40 - How Can People Prepare?

Doc Holiday joins us again as we discuss the markets in general, IPO's and a few stocks: #CGO, #OCTP, #POLB, #ORPH, #FCM 00:00 - Introduction 02:51 - Energy & This Winter 12:47 - IPO's & Cash Shells 19:15 - First Class Metals 24:32 - Open Orphan 27:25 - Poolbeg Pharma 32:50 - Oxford Cannabinoid Technologies 37:50 - Bottom of Market, Picking Stocks & Mindset 58:05 - Contango Holdings