Podcasts about agnico eagle

“We are pleased to have Agnico Eagle, one of Canada's premier companies and a top global gold producer, make an additional investment that will permit Fury to advance our understanding of the exploration potential at our Committee Bay project in Nunavut,” commented Tim Clark, CEO of Fury. “We believe the Arctic is likely to become increasingly important for future mineral exploration and with this in mind, we are excited to accelerate our plans to build on past drilling success. As a reminder to investors, Fury retains full ownership of this exceptional project, which spans a 300km greenstone belt—an impressive land package that is unique for a junior exploration company.” Fury announced that it has entered into a subscription agreement with Agnico Eagle Mines Limited pursuant to which Agnico Eagle has acquired, on a non-brokered private placement basis, 6,728,000 units in the capital of Fury at C$0.64 per unit for gross proceeds of C$4,305,920. Each unit consists of one common share of Fury and one common share purchase warrant. Each Warrant is exercisable to purchase one share at C$0.80 for a 36-month period from the date of issuance on May 26, 2025. Sponsor: https://furygoldmines.com/ Ticker: FURY Press Releases discussed: https://furygoldmines.com/fury-announces-c4-3m-strategic-investment/ 0:00 Intro 0:43 $AEM invests in $FURY 5:18 Agnico to fund Committee Bay project drilling 7:44 Summer drilling programs 10:14 Kipawa rare earths project 13:54 Treasury Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Fury Gold Mines pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement found in Fury Gold's most-recent presentation found at www.FuryGoldMines.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Compass, episode 15Our previous episode: https://www.cruxinvestor.com/posts/exploration-financing-and-consolidation-fuel-mining-sector-optimismRecording date: 14th May 2025Recent developments in the mining sector show increasing M&A activity alongside robust Q1 performance, according to Olive Resource Capital executives Samuel Pelaez and Derek Macpherson.Pan-American Silver's $2.1 billion acquisition of MAG Silver represents a modest 27% premium but trades at approximately 16-17 times earnings compared to Pan-American's 12 times multiple. The executives indicated they've increased their MAG position following the announcement, speculating that Fresnillo—MAG's joint venture partner at the Juanicipio mine—could potentially make a competing offer given their $1.3 billion cash position.In another consolidation move, Silver47 and Summa Silver are merging in what the executives describe as a "creative transaction" that will create better scale and improve access to passive fund flows, with year-round exploration capabilities.Q1 reporting from major gold producers shows strong cash generation, with gold prices increasing approximately 12% from Q1 to Q2. This price improvement could translate to 30-35% growth in free cash flow for efficient operators.The executives highlighted AngloGold Ashanti as potentially undervalued, producing 720,000 ounces in Q1 with all-in sustaining costs of $1,640 per ounce. Despite generating roughly 30-50% less free cash flow than Agnico Eagle, AngloGold has only about half the market capitalization.K92 Mining was singled out as an exceptional growth opportunity, with funded expansion plans to increase production from 180,000 to approximately 400,000 gold equivalent ounces annually. At its current $2 billion market cap, K92 could potentially generate a 35% cash flow yield once Phase 4 is complete.The executives emphasize free cash flow (CFO + CFI) as the most reliable metric for evaluating mining companies, providing investors with a framework for analyzing companies in the current environment of elevated metal prices.Sign up for Crux Investor: https://cruxinvestor.com

Compass, episode 13Our previous interview: https://www.cruxinvestor.com/posts/why-smart-money-is-chasing-mining-royalty-companies-7032Recording date: 28th April 2025The investment landscape has settled into a period of relative calm following an eventful first quarter marked by new tariff policies from the Trump administration. Markets currently appear to be in a holding pattern, waiting for the next significant catalyst, according to recent discussions between Samuel Pelaez and Derek Macpherson of Olive Resource Capital.This temporary market lull provides an opportunity for investors to reassess positioning, particularly in the gold sector, which is demonstrating remarkable strength. Q1 reporting reveals impressive performance from leading gold producers, with Agnico Eagle generating $6.7 million in daily free cash flow during Q1 at an average gold price of $2,900. With gold now trading around $3,400, daily free cash flow could potentially exceed $10 million, showcasing the significant operating leverage gold producers have to metal prices.The fundamentals driving gold stocks are increasingly attractive to professional investors. Agnico Eagle posted year-over-year revenue growth of 36% in Q1, outpacing even successful tech companies that typically grow at around 20% annually. Despite this strong performance, valuations remain compelling, with Agnico Eagle estimated to be trading at a free cash flow multiple of 10-15 times.Generalist investors are beginning to take notice, with Newmont ranking as the third-best performing stock in the S&P 500 year-to-date, up approximately 45%. This investment cycle typically begins with generalists purchasing large-cap gold producers, followed by capital flowing to mid-caps, developers, and eventually explorers – a pattern that appears to be in its early to middle stages currently.Several macroeconomic factors continue to support gold, including upcoming debt ceiling negotiations and budget discussions in Congress, which could drive market volatility in the coming months. Additionally, the U.S. dollar, described as "significantly oversold," may experience a temporary rebound that could create short-term volatility in gold prices, potentially offering buying opportunities.Olive Resource Capital maintains approximately 50% of its assets in gold and platinum group metals (PGMs), focusing on highest-conviction names. The company also sees potential in PGMs, which are currently out of favor but face fundamental supply constraints with production dominated by South Africa and Russia.With ongoing fiscal challenges, potential monetary policy adjustments, and geopolitical uncertainties likely to persist through 2025, the fundamental case for gold as both a portfolio diversifier and growth opportunity remains compelling. Investors who can look beyond short-term price movements to focus on quality assets and management teams are well-positioned to benefit from this developing investment cycle.Sign up for Crux Investor: https://cruxinvestor.com

Welcome to the KE Report Weekend Show!   On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward. Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity. Click here to visit the Exploration Insights website to follow along with Joe.    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

Interview with Kiran Patankar, President & CEO of Maple Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsxvmgm-abitibi-project-targets-5moz-resource-post-100-consolidation-6496Recording date: 16th April 2025Maple Gold Mines has announced impressive drill results from its Douay gold project in Quebec, highlighted by a 300-meter step-out hole at the Nika zone that produced what CEO Kiran Patankar described as "spectacular intercepts" over thick, continuous sections. The notable intercept included approximately 100 meters grading 2 g/t gold, with higher-grade sections of 56 meters at 3 g/t and 17 meters at 5 g/t.These results come from the first five holes of the company's ongoing 10,000-meter drill program, representing the first meaningful drilling at the property in over two years. The market has responded positively with sustained share price appreciation following the announcement.Maple Gold currently controls a 3-million-ounce resource at Douay, with management expressing confidence in expanding this to 5 million ounces. The Nika zone, which currently accounts for less than 100,000 ounces of the overall resource, shows significant growth potential based on recent drilling.The company has undergone substantial transformation since Patankar became CEO in August 2023, including restructuring its joint venture with Agnico Eagle, rebuilding its technical team, and implementing new exploration methodologies. Rather than pursuing what Patankar calls "fluke-style moonshot drilling," the company has adopted a systematic approach involving extensive relogging of historical drill core, rebuilding geological models, and creating new structural interpretations."We've changed our corporate culture, we've instilled exploration and site management and corporate management best practices," said Patankar. "A CEO's job in my view is simple: we're here to build lasting value for shareholders, not just to manage the share price."Despite gold prices appreciating approximately 20% in 2025 to record levels above $3,000 per ounce, Maple Gold trades at a discount to peers at approximately $6-7 per ounce on an enterprise value basis. The company is fully funded for its current exploration program and is operating on time and under budget.Looking forward, Maple Gold has outlined a $6.3 million budget for 2025, described as "one of the biggest programs" undertaken on the project. The company aims to update its resource estimate and potentially advance toward preliminary economic studies, considering both open-pit and underground mining scenarios.Additionally, Maple plans to explore its Joutel project later this year, which includes the past-producing Eagle Mine (the namesake of Agnico Eagle) and represents further upside potential not currently reflected in the company's valuation.View Maple Gold Mine's company profile: https://www.cruxinvestor.com/companies/maple-gold-mines-ltdSign up for Crux Investor: https://cruxinvestor.com

In this interview with AGORACOM, Renforth Resources Inc. (CSE: RFR | OTCQB: RFHRF | FSE: 9RR) CEO Nicole Brewster discusses the company's newly updated 2025 Mineral Resource Estimate for its 100%-owned Parbec Gold Deposit in Quebec — a move that significantly strengthens the company's value proposition at a time when gold prices continue to surge.The updated estimate now totals 363,000 ounces of gold, marking a 29% increase over the previous figure and signaling growing maturity and confidence in the deposit. Notably, 265,000 ounces are now categorized as Measured and Indicated, and 87% of the total resource sits within an open pit — directly adjacent to Agnico Eagle's Canadian Malartic Mine, one of Canada's largest gold operations.KEY HIGHLIGHTS:Open Pit Advantage: With mineralization starting at surface and a pit depth of 300 meters, Parbec's economics are compelling, especially with nearby toll milling options.Strategic Fit for Agnico: The project's location beside Canadian Malartic and proximity to multiple mills makes it a potential solution for Agnico Eagle's "fill-the-mill" strategy — especially amid $5.6B in M&A activity in the district.Clear Monetization Path: CEO Nicole Brewster outlines a three-path strategy: sale, joint venture, or self-development, including a plan to initiate stripping and bulk sampling this summer for potential cash flow.A COMPELLING QUOTE FROM THE CEO“We are very happy to deliver this significant size increase to our open pit gold deposit next door to Agnico Eagle's Canadian Malartic mine… With this MRE, 87% of the gold ounces within the resource estimate are contained within the accompanying open pit.” — Nicole Brewster, CEOWHY INVESTORS SHOULD WATCH THIS INTERVIEW Renforth has done what many small caps struggle to achieve: increase its resource size while also upgrading confidence categories — all while controlling costs and maintaining 100% ownership in one of the world's top-ranked mining jurisdictions. With strategic positioning next to Canada's mining giant, viable paths to monetization, and growing relevance in a high-gold-price environment, Parbec is moving from potential to probability.This interview isn't just an update — it's a real-time look into how Renforth is strategically unlocking value from its assets and evaluating serious next steps.Watch the full interview now to understand why Renforth could be a key player in Quebec's next wave of gold development

AGORACOM TALKS: Weekly Small Cap RoundupHPQ Silicon (TSX-V: HPQ) (OTCQB: HPQFF) (FRA: O08)HPQ, Novacium, and GLD Alloys are joining forces to launch METAGENE™ — a revolutionary fuel for green hydrogen production. This alliance targets scalable, ultra-clean hydrogen without pressurized storage or electricity. With projected hydrogen output of 50,000 kg/year by 2027, the partnership is aiming to reshape the global energy landscape. Investors, take note: the green hydrogen market is expected to hit $500B by 2030.Draganfly (NASDAQ: DPRO) (CSE: DPRO) (FSE: 3U8)Draganfly has secured a major global contract with SafeLane to provide drone-based landmine mapping. Starting in Ukraine, this multi-year agreement leverages Draganfly's tech in high-risk areas, enhancing safety and speed in explosive detection. This partnership is more than business—it's life-saving innovation with global impact.Quantum Biopharma (NASDAQ: QNTM) (CSE: QNTM) (FRA: 0K91)Quantum's licensee Celly Nutrition has landed a breakthrough deal with AATAC to bring ‘unbuzzed' to tens of thousands of U.S. retail locations. Unbuzzed is a science-backed recovery beverage designed to ease hangovers, clear the mind, and support alcohol metabolism. With AATAC's network including 7-Eleven, Shell, and Circle K, retail momentum is on the rise.AISIX Solutions (TSXV: AISX) (OTCQB: AISXF) (FSE: QT7)AISIX has been chosen by MNP to deliver wildfire risk modeling for clients across Canada. This deal strengthens climate resilience strategies with powerful data from AISIX's Wildfire 3.0 system—featuring over 30M simulations and future scenario modeling. The partnership highlights growing demand for actionable climate risk tools in insurance, real estate, and energy.Renforth Resources (CSE: RFR) (OTC: RFHRF) (FSE: 9RR)Renforth just boosted its Parbec Gold Deposit by 29%, increasing both size and geological confidence. With 87% of ounces in a pit-constrained model and proximity to Agnico Eagle's Canadian Malartic mine, Parbec is shaping up as a high-potential gold development play. Measured and Indicated resources now account for 73% of the total.Zefiro Methane (Cboe Canada: ZEFI) (Frankfurt: Y6B) (OTCQB: ZEFIF)Zefiro's partner XMST has filed a groundbreaking patent to supercharge methane leak detection and orphaned well remediation. The new system integrates AI, satellite imagery, and field data to pinpoint leaks and optimize plugging operations. This tech-forward approach boosts carbon credit efficiency and positions Zefiro as a leader in North America's methane mitigation market.

Recording date: 9th April 2025Compass, episode 10. Recent tariff announcements have sent shockwaves through global markets, creating what market experts describe as a "race to liquidity." While this volatility has dragged down most asset classes, gold has demonstrated remarkable resilience, maintaining values above $3,000 per ounce and reinforcing its status as a premier safe haven during uncertain times.This market turbulence presents both challenges and opportunities for strategic investors. The immediate aftermath of the tariff news triggered widespread selling pressure as institutional funds faced redemption requests, forcing portfolio managers to liquidate positions regardless of conviction. This pattern of forced selling creates a self-reinforcing cycle but ultimately leads to pricing dislocations that astute investors can exploit.What makes the current situation particularly compelling for gold investors is the disconnect between stock prices and business fundamentals in the gold mining sector. As Derek Macpherson astutely observes, "The two days that gold spent below 3000 didn't make Agnico Eagle less profitable as part of that process." This fundamental reality creates an attractive entry point for high-quality gold producers whose share prices have declined despite their underlying businesses remaining highly profitable.Historical patterns suggest gold typically leads market recoveries following liquidity-driven selloffs. In previous cycles, including March 2020, gold and subsequently gold equities rallied first and most aggressively as investor sentiment stabilized. This rotation pattern provides a potential roadmap for portfolio positioning during the current volatility.Beyond tactical considerations, strategic investors should recognize that short-term market disruptions don't fundamentally alter long-term commodity trends. The tariff situation, while creating immediate volatility, doesn't eliminate structural supply deficits in metals like copper or change the long-term monetary dynamics supporting gold. Maintaining this perspective allows investors to distinguish between market noise and fundamental value.The potential resolution to current market tensions will likely come from either Federal Reserve policy shifts or some form of trade agreement with China. Until either materializes, volatility will likely persist, creating ongoing opportunities for discerning investors to establish or increase positions in quality companies at attractive valuations.When evaluating investment opportunities during this volatile period, balance sheet strength becomes particularly crucial. Companies requiring near-term financing may face significant challenges if market turbulence persists. Focusing on well-funded operations provides an additional margin of safety during uncertain periods.Perhaps most importantly, investors should remain cautious about attempting to perfectly time market bottoms. As Sam Pelaez warns, "Once the rebound happens, things tend to rebound aggressively and they won't really give you enough time to get back into them." This reality argues for maintaining market exposure to quality companies rather than moving entirely to cash in hopes of perfect re-entry timing.For investors seeking both protection and opportunity in the current environment, gold's combination of defensive characteristics and ongoing monetary tailwinds makes it uniquely positioned to weather continued volatility while maintaining significant upside potential should geopolitical and economic uncertainties persist.—Learn more: https://cruxinvestor.com/categories/commodities/goldSign up for Crux Investor: https://cruxinvestor.com

Dave Erfle, Editor of the Junior Miner Junky joins us to break down a remarkable Q1 for the precious metals sector - and what it could signal for the quarters ahead.   Key discussion highlights: Gold's record-breaking quarter: Gold posted its best quarterly performance in 39 years, closing Q1 up ~17%, while major mining ETFs like GDX surged ~35%, far outpacing broader market indices that struggled through their worst Q1 since 2022. Profit margins hit historic highs: Gold producers saw margin expansion with some like Agnico Eagle achieving all-in sustaining costs below $1,300/oz vs. gold prices nearing $2,900/oz. Investor capital still favoring gold ETFs over miners: Despite strong performance, Dave notes generalist investors are still hesitant to rotate into mining stocks, preferring the simplicity and perceived safety of gold ETFs. Low volumes in GDX/GDXJ reinforce that this trend hasn't fully shifted. Structural issues in gold equity performance: The launch of ETFs like GDX and GDXJ coincided with the sector's long-term underperformance vs. the gold price. Outside of short bursts in 2008, 2016, and 2020, gold stocks have lagged behind, prompting the question: can the trend reverse? Outlook for retail interest and sector rotation: Dave emphasizes that a return of retail investors and increased fund allocation are key to sustaining the rally in miners. With the broader market weakening, he sees a growing opportunity for rotation — but it hasn't materialized in full force yet. Silver's critical level and broader sector leverage: Silver needs to break and hold above $35/oz to ignite the next leg up, particularly for silver equities and high-beta junior miners. Until then, performance will likely remain selective and stock-specific.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter. 

Interview with Simon Marcotte, President & CEO of Northern Superior Resources Inc.Recording date: 28th March 2025Northern Superior Resources is positioning itself as a key player in Quebec's Chibougamau gold camp, where the company has been leading consolidation efforts in what CEO Simon Marcotte believes will become "the next big gold camp to emerge" in Canada.The Chibougamau camp currently hosts approximately 12.5 million ounces of gold resources between Northern Superior and IAMGold, with substantial growth potential. What makes this district particularly attractive is the proximity of multiple deposits to each other, creating an opportunity for a hub-and-spoke operation where several deposits could feed a single processing facility.Northern Superior's flagship Philibert project currently hosts about 2 million ounces at 1.1 g/t gold. Marcotte emphasizes that by increasing the cut-off grade slightly, the grade rises to 1.3 g/t while only losing about 10% of the ounces. This gives Philibert significantly higher grade than IAMGold's nearby Nelligan project, potentially positioning it as the ideal "starter pit" for the district.The company is currently conducting a 20,000-meter drilling campaign at Philibert, which has already yielded promising results, including a 26-meter intersection grading 2.6 g/t gold located 200 meters east of the current pit design.Northern Superior sees multiple strategic pathways forward, including possible acquisition by IAMGold, forming a joint venture with IAMGold, attracting another major producer as a partner, or developing a standalone operation. Marcotte believes district-wide consolidation is inevitable, stating it "makes too much sense to wrap all projects together somehow not to do it."In a separate strategic move, Northern Superior recently spun out its Ontario assets into ONGold Resources while maintaining a 62% ownership stake. ONGold's key assets include the TPK project and the Monument Bay project (3 million ounces at 1.2 g/t), the latter now in partnership with Agnico Eagle.Management and key investors collectively own 25% of Northern Superior, creating strong alignment with shareholders. The team includes CEO Simon Marcotte, Chairman Victor Cantore (known for success with MX Exploration), and largest shareholder Michael Gentile.As the gold sector experiences improving market conditions, Northern Superior appears well-positioned to benefit from increasing institutional interest in the junior gold sector and the growing appetite for quality assets in stable mining jurisdictions like Quebec.View Northern Superior Resources' company profile: https://www.cruxinvestor.com/companies/northern-superior-resources-incSign up for Crux Investor: https://cruxinvestor.com

  Welcome to the KE Report Weekend Show!    With commodities continuing to run higher, on this weekend's show we focus on where the best opportunities are for investors.     If you enjoy the show, be sure to explore our website (kereport.com), podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   Segment 1 & 2 - Sean Brodrick, editor of Wealth Megatrends and Resource Trader kicks off the show highlighting the strength in gold producers, with names like Agnico Eagle, Equinox, and Calibre delivering outsized returns and earnings leverage. He also sees opportunity in silver and copper equities catching up to commodity price moves, while remaining cautious on uranium due to geopolitical uncertainty. Sean notes growing interest in traditional energy stocks like Chevron, EQT, and Schlumberger, pointing to potential upside on any pullbacks. Click here to learn more about Sean's Resource Trader newsletter.    Segment 3 & 4 - Josef Schachter, Founder and Editor of the Schachter Energy Report outlines his outlook for stable-to-rising natural gas prices driven by cold weather, storage deficits, and record LNG exports, while forecasting a potential $10 oil price spike due to geopolitical tensions. He highlights investor preference for shareholder returns over production growth, names top dividend-paying Canadian energy stocks, and discusses emerging M&A deals and transformative transactions like Inplay Oil's acquisition of Obsidian assets. Click here to learn more about The Schachter Energy Report  

Interview with Jason Attew, President & CEO of Osisko Gold RoyaltiesOur previous interview: https://www.cruxinvestor.com/posts/which-gold-miners-are-primed-for-a-re-rating-5309Recording date: 21st March 2025Osisko Gold Royalties has undergone a remarkable transformation under CEO Jason Attew, emerging as a pure-play precious metals royalty and streaming company with a strengthened balance sheet and simplified business model. With its 10th anniversary recently celebrated, the company now boasts a portfolio of 185 assets, including 21 producing properties.The most significant change has been abandoning the previous "generator/incubator" model, which involved purchasing and developing mining assets. According to Attew, this approach led to "destruction of shareholder value" due to the different skill sets required for development and the challenges of permitting and construction in today's inflationary environment. Instead, Osisko now focuses exclusively on providing capital through royalties and streams on high-quality assets managed by technically skilled teams in premium jurisdictions.Governance improvements have been another priority, with the elimination of the executive chair position, removal of related party transactions, and complete independence from other Osisko group companies. The company has also significantly reduced its net debt from over $250 million to approximately $35 million, while securing $750 million CAD in liquidity for future transactions.Osisko's portfolio is anchored by its crown jewel - a 5% royalty on Canadian Malartic operated by Agnico Eagle, representing approximately 37.5% of 2024 cash flow. Approximately 80% of the company's net asset value comes from tier-one jurisdictions in Canada, the US, and Australia, reducing geopolitical risk.Despite being a mid-tier player with about 5% of the sector's market capitalization, Osisko has captured approximately 10% of royalty deal flow, completing three transactions in 2024. These included acquiring a 1.8% royalty on Dalgaranga in Western Australia and participating in a syndicated transaction with Franco-Nevada for the Cascabel asset in Ecuador.Looking ahead, Osisko projects 40% growth over the next five years, with production increasing from 81,000 gold equivalent ounces in 2024 to between 110,000 and 125,000 ounces. Half of this growth will come from assets already in production, including Mantos Blancos and Island Gold.With a disciplined investment approach targeting deals between $50-500 million, strong margins of approximately 97%, and increasing institutional investor support, Osisko has positioned itself as a competitive force in the precious metals royalty sector, outperforming its peers in 2024 despite being a relatively young company in the space.View Osisko Gold Royalties' company profile: https://www.cruxinvestor.com/companies/osisko-gold-royaltiesSign up for Crux Investor: https://cruxinvestor.com

Alissa Coram and Ed Carson analyze Tuesday's market action and discuss key stocks to watch on Stock Market Today.

Interview with Ben Pullinger, President & CEO of ATEX Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-slated-growth-with-strategic-major-investment-on-large-copper-asset-6272Recording date: 4th March 2025ATEX Resources is making significant progress at its Valeriano Copper-Gold project in Chile, where its phase five drill program is delivering the best results to date. The company has evolved from focusing solely on a large porphyry resource to also emphasizing newly discovered high-grade breccia zones above the main deposit.These high-grade zones, which show consistent mineralization of 2% copper equivalent over 100-200 meter intervals, could contain 30-50 million tons of material representing $6-10 billion in in-situ value. Each ton of this material has an estimated gross value of $200, potentially generating around $100 per ton in margin after costs.A significant development for ATEX has been its partnership with Agnico Eagle, which brings financial stability and technical expertise. This partnership aligns with a growing industry trend toward consortium-based development of large copper projects, especially in Chile's emerging world-class copper district where companies like Teck, Newmont, Anglo Gold, and Freeport-McMoRan are active.ATEX is well-capitalized with approximately $50 million Canadian in cash and an additional $90 million in warrants, allowing for continued aggressive exploration. The company is planning a phase six drilling program to test additional targets identified through geophysical work.Geophysical surveys have identified multiple targets with signatures similar to the already-drilled high-grade zones. These signatures occur at the intersection of northeast and northwest structural features, with current interpretation suggesting there could be up to four or five high-grade breccia zones within the property.The upcoming resource update is expected to show significant growth from the 2023 estimate, which established 200 million tons at approximately 1% copper equivalent in the porphyry system. The update will likely include the newly discovered high-grade zones and additional indicated resources with higher confidence.ATEX plans to advance toward economic studies once it has fully defined the highest-value portions of the deposit. The company believes that the district has potential for 200+ years of production, representing a long-term opportunity in a market facing supply challenges.According to industry forecasts, copper demand will require adding "an Escondida every two years." Projects like Valeriano, with high-grade components that can be developed at smaller scales initially and then expanded, are becoming increasingly attractive in this environment of growing global copper demand.View ATEX Resources' company profile: https://www.cruxinvestor.com/companies/atex-resources-incSign up for Crux Investor: https://cruxinvestor.com

Chris Donaldson, President and CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600) joins me to focus on the results from the inaugural drill program at the Paana Project in Finland's Lapland Greenstone Gold Belt. With nearly 2,000 meters drilled across six holes, all displaying gold mineralization   Chris discusses the three main objectives of the program: confirming high-grade gold zones, expanding known gold footprints, and refining geological models.    We explore significant details about the key zones of interest, the Koivu Zone and the Honka Zone, highlighting specific drill results such as 15 meters of 3.43 grams per ton in the Koivu Zone. The market's positive response is touched upon, along with insights into the strategic context of continuing exploration in an area neighboring major operations like Agnico Eagle's Kittila Mine.    I ask about the next steps for the Company, which will include data analysis for new targets and plans for additional drilling before summer, as well as potential collaborations and joint ventures.   Any follow up questions for Chris can be emailed to me directly at Fleck@kereport.com.    Click here to visit the Valkea Resources website to learn more about the Company.  

Kiran Patankar, President and CEO of Maple Gold Mines (TSX-V: MGM - OTCQB: MGMLF - FSE: M3G) joins me to outline the exploration plans this year at the Company's projects in Quebec. The largest program is underway at the Douay Project, including 10,000 meters of drilling.    We discuss the Company's latest developments, including the now 100% ownership of the Douay and Joutel projects in Quebec's Abitibi Greenstone Belt, formerly partnered with Agnico Eagle. We delve into their recent $5.6 million fundraise, the start of a 10,000-meter drill program at the Douay Project, and plans for Joutel and other projects for 2025.    Kiran elaborates on the Company's strategy to expand and de-risk the Douay deposit, aiming to upgrade the current 3 million-ounce mineral resource estimate (indicated + inferred), and touches on the economic potential and future milestones.    The discussion also covers potential drilling at Joutel and the Morris VMS Project.   Please email me your follow up questions for Kiran. My email address is Fleck@kereport.com.    Click here to visit the Maple Gold Mines website to learn more about the Company.

Chris Donaldson, President and CEO of Valkea Resources (TSX.V:OZ - OTCQB:OZBKF - FSE:S600) joins me to provide his insights on the better environment for smaller precious metals stocks and recap the completed maiden drill program at the Company's Panna Project in Finland.  We start with the recent developments in Finland's Lapland Gold Belt, where Valkea holds a portfolio of projects. The conversation covers the recent bounce in Valkea's stock alongside other companies such as Rupert Resources and Agnico Eagle both continuing to breakout.    Chris then provides an overview of the recently completed company's inaugural drill program at the Panna project, explaining the strategic focus on targeted, cost-effective exploration. Chris also discusses the timing for assay results from the drill campaign and the next steps for the company, emphasizing the importance of building the geological model.

Mining Stock Daily discusses the latest developments in Atex Resources' Valeriano Project in Chile with CEO Ben Pullinger. The discussion covers recent drilling results, the potential for additional mineralized areas, strategic investments from Agnico Eagle, and the financial health of the company. Pullinger emphasizes the significance of the high-grade breccia area and the project's future prospects, highlighting the importance of continued exploration and drilling.

Taj Singh, CEO, and Adam Cegielski, President of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), join me to discuss the new addition to their board and the 25,000 meter exploration program in 2025 at their 100% owned Paubäcken, Storjuktan, and Klippen Projects, in addition to the work going on through their JV with Agnico Eagle at Barsele.   We start off having Adam outline the news released on January 22nd about the appointment of a strong board member in Mr. Henrik Lundin and a little more about his background. Mr. Lundin has 19 years of technical and business experience in the natural resource sector and has held various executive and board roles with both private and public companies in the mining and oil and gas sectors. He previously served as Chairman of Gold Line Resources Ltd., one of the predecessor companies to FNM.   Next we shifted over having Tag outline the key project areas of focus for this year's exploration initiatives on their 100% controlled land, along the 100km mineralized trend along the Gold Line belt in Sweden.  Paubäcken has had the most historic work completed to date with clear drill targets delineated at both the Aeda and Harpsen targets. Storjuktan has had a considerable about of base-of-till drilling and geophysics completed where there are solid drill targets set up for 2025 as well; most notably the Nippas target.  Additionally, the Company has completed a base-of-till, top-of-bedrock drilling program on the 100%-owned Klippen Project, located in the southern extent of the Gold Line Belt, where depending on results, it may also receive some drilling this year.   Adam then shares a bit more with listeners about their Barsele Project, and that they are awaiting the upcoming announcement in a month or so from joint venture Agnico Eagle on this year's work program.  We also discuss the initiative for the upcoming listing on the Nasdaq First North Growth Market in Sweden by the end of Q1.  Taj wraps us up describing the larger company vision and 2025 work strategy.   If you have any questions for Taj or Adam, regarding First Nordic Metals, then please email them to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of First Nordic Metals at the time of this recording.   Click here to follow along with the latest news from First Nordic Metals

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss three junior resource companies with assets in Sweden that have important news catalysts in 2025, where he is attracted to their current value proposition.   We start off discussing the large research article that Erik wrote and released to his subscribers last week on First Nordic Metals Corp. (TSXV: FNM) (OTCQB: FNMCF).   We get into the underpinning of value at the 3 million ounce Barsele deposit in a JV with Agnico Eagle, and then all the potential upside for this year's coming exploration program at their 100% owned Paubäcken, Storjuktan, and Klippen Projects.  Another upcoming catalyst will be the listing of First Nordic Metals on the Swedish stock exchange in 2025.   Next we pivot over to a recent news out on the lifting of the uranium moratorium by the government of Sweden, and how that portends to opportunity for both District Metals Corp. (TSXV: DMX) (OTCQB: DMXCF) and for the recently announced spinout of the Swedish hard rock uranium assets from Mawson Gold Limited (TSX.V:MAW) (OTC PINK:MWSNF).  In addition to the potential value drivers of the uranium assets held by both companies, there is also the similar catalyst of getting listed on the Swedish stock exchange to bring in more in-country investors.   * In full disclosure, the companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.  Additionally, Shad holds a position in First Nordic Metals at the time of this recording.   Click here to visit Erik's site – The Hedgeless Horseman   Click here to read Erik's First Nordic Metals research article

Interview with Andrew Thomson, President & CEO of Palamina Corp.Recording date: 20th December 2024Palamina Corp (TSXV:PA), a Canadian junior mining company, is focused on making significant gold discoveries in Peru's under-explored Puno Orogenic Belt. The company has recently completed a 2,300m drill program at its flagship Usicayos project, where it encountered high-grade gold intercepts of up to 24 g/t.Led by President Andrew Thompson, an entrepreneurial geologist who has successfully sold eight companies including Soltoro Ltd. to Agnico Eagle, Palamina benefits from a highly experienced management team. The company has strategically assembled a large land package comprising seven gold and copper-silver exploration projects in the Puno Belt, an area attracting increasing interest from major mining companies.The company's recent progress includes constructing a new access road to the Usicayos project, which is expected to help reduce drilling costs to $300/m compared to the $600/m average in Nevada. This cost advantage positions Palamina to accelerate its resource definition efforts when drilling resumes in 2025.Beyond its gold assets, Palamina is developing a significant copper-silver portfolio. The company plans to spin these assets into a separate subsidiary to maximize shareholder value. A key asset in this portfolio is the Pluma project, acquired from Aurania Resources in September 2024, which lies along trend from copper-silver deposits being explored by Hannan Metals.The company also holds strategic land positions in the Santa Lucia district, near Aftermath Silver's Berenguela copper-silver project. This district has attracted significant investment from major mining companies and could provide additional value through discovery or strategic partnerships.Palamina's investment case is strengthened by its tight share structure and the backing of prominent resource investor Eric Sprott, who owns 12.3% of the company. With a market capitalization below C$11 million, the company appears undervalued relative to its asset portfolio and upcoming catalysts.Near-term catalysts include ongoing drill results from both the Usicayos project and its 15.4%-owned Gaban project being advanced by Winshear Gold. The company is also positioned to benefit from potential copper-silver discoveries by other companies in the district.Operating in Peru, Palamina benefits from the country's supportive stance toward mining and recently streamlined permitting processes. With no national elections until 2026, the company enjoys a stable operating environment to advance its projects. Despite the current challenging market for junior miners, Palamina's strategic position in an emerging mineral belt, combined with its experienced management and strong financial backing, presents an interesting opportunity for investors seeking exposure to both precious and base metals.

Interview with Kiran Patankar, President & CEO of Maple Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsxvmgm-100-ownership-of-3moz-quebec-gold-project-with-major-producer-backing-5946Recording date: 20th December 2024Maple Gold Mines (MGM) has established itself as a notable player in Quebec's prolific Abitibi greenstone belt with its flagship Douay Gold Project, which hosts over 3 million ounces of pit-constrained gold resources. The company's resource base comprises 75% inferred and 25% indicated resources, supported by extensive historical drilling of over 250,000 meters.The company recently consolidated 100% ownership of a substantial 400-square-kilometer land package along the Casa Berardi Deformation Zone. This strategic holding includes the past-producing mine that historically produced high-grade gold at 6-10 g/t over a 20-year period. The Douay deposit itself spans 6 kilometers by 2 kilometers and straddles a first-order structure known for hosting significant gold deposits.Under the leadership of CEO Kiran Patankar, MGM has outlined an ambitious growth strategy for 2025. The company is launching a 10,000-meter drill program in January 2025, targeting both resource expansion and new discoveries. Management aims to grow the resource beyond 4-5 million ounces while advancing technical studies to demonstrate the project's economic viability.Notably, MGM maintains a strategic relationship with major producer Agnico Eagle, providing significant validation of the asset's potential. While the company has consolidated 100% ownership, this partnership offers valuable operational expertise and strategic alignment.From a valuation perspective, MGM appears notably undervalued with an EV/oz of C$4 compared to recent regional transactions, such as the O3 Mining takeout at C$75/oz. The company is fully funded for the next 12-18 months of exploration and development activities, with plans for an updated resource estimate in the second half of 2025, followed by a preliminary economic assessment.The investment thesis is strengthened by favorable macro conditions in the gold sector, driven by geopolitical tensions, inflation concerns, and strong central bank buying. The scarcity of large-scale gold assets in tier-1 jurisdictions further enhances MGM's strategic position.With its significant resource base, district-scale exploration potential, strong strategic backing, and clear development pathway, Maple Gold Mines is positioned to capitalize on the robust gold market fundamentals while systematically advancing the Douay project toward a potential development decision or strategic transaction.

Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-advances-2b-crawford-project-with-construction-decision-set-by-2025-6249Recording date: 16th December 2024Canada Nickel Company (CNC) is advancing its Crawford Nickel Sulfide Project in Ontario's Timmins mining district toward a construction decision in 2025. The project is positioned to become the Western world's largest nickel sulfide operation, targeting the growing demand for battery metals in the electric vehicle sector.The company recently secured a landmark $20 million investment from Taykwa Tagamou Nation (TTN), a local First Nations group, through a convertible debenture - marking the largest First Nations investment in a Canadian mining project to date. This follows earlier strategic investments from major industry players including Anglo American, Agnico Eagle, and Samsung SDI, demonstrating strong market confidence in the project.Crawford's development has reached a crucial milestone with the filing of its Environmental Impact Statement (EIS), which has been accepted by the government. The project is now in a 365-day review period for permitting approval. The strong support from local communities and First Nations groups is expected to play a vital role in securing final approvals.The project benefits from its location in the established Timmins mining camp, with access to existing infrastructure including rail, highways, and low-cost hydroelectric power. This infrastructure advantage is expected to reduce capital requirements compared to more remote projects. The stable jurisdiction of Ontario adds another layer of security for investors.Canada Nickel's management team brings significant industry experience, including former executives from Inco, once the world's largest nickel producer. The team's track record includes successfully advancing the Dumont project from resource stage to construction readiness at RNC Minerals.The Crawford deposit's sulfide mineralization is particularly attractive for battery manufacturers, offering superior economics and environmental benefits compared to laterite deposits. This positions the project well within the growing electric vehicle supply chain, where Class 1 nickel from sulfide deposits is preferred for battery production.The company notes that Crawford represents a rare opportunity in the nickel sector, being the only large-scale project in Canada to file an environmental impact statement since 2019. This scarcity of new projects, combined with increasing demand for battery-grade nickel, creates a favorable market position for Canada Nickel.The project also holds additional exploration potential within the broader Timmins Nickel District, which the company believes could become the world's largest nickel sulfide resource. With strong strategic backing, experienced management, and advancing development milestones, Canada Nickel appears well-positioned to meet the growing demand for battery-grade nickel in North America.View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com

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.

Scottie Resources announces new assays from the Scottie Gold Mine in British Columbia's Golden Triangle. Goliath Resources reported drill results from its 2024 field season, which the company says resulted in a significant expansion of the mineralization at the Bonanza Zone on the Surebet discovery within the Golddigger property in the Golden Triangle. Barksdale Resources says the ongoing exploration work at the Sunnyside project in Arizona has intercepted significant base metal sulfide mineralization at depth. Heliostar Metals say they plan to restart the mining operations at the newly acquired La Colorada Mine in Mexico. Integra Resources provided results from infill, geotechnical-metallurgical, and exploration drill program at the Wildcat Deposit in Nevada. Fireweed Metals announced further drill results from more than twenty drill and exploration holes at its Macpass Project in  Canada's Yukon territory. Agnico Eagle Mines is to acquire O3 Mining in a friendly transaction. Agnico Eagle will acquire O3's shares at $1.67 per common share in the take-over bid.

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his pricing and sentiment reflections on gold, silver, copper this year, and the opportunities in related resource stocks that we are seeing in tax loss selling silly season. We start off discussing the corrective move in the precious metals that we've seen in since they peaked out in October, and how this has affected pricing trends in PM mining stocks and thus sector sentiment.   This is a longer-format conversation with Robert that really covers a lot of ground.  We get into the overall good year that gold, silver, and copper have had, and  the profitability of the metals producers, but also contrasted across a fair bit of negativity towards the overall junior mining stocks.  We discuss the Newmont earnings miss as one of the triggers of the correction; as the largest and most followed gold stock, but also with an outsized weighting and effect on the GDX.   Then we compare that muted to negative reaction with some of the other larger gold producers that in contrast have had much more constructive fundamental results and pricing charts, like Kinross, Agnico Eagle, IAMGold, Wesdome, and Alamos Gold.    We then get into investor psychology around trading during pullbacks, the recurring seasonality of tax loss selling, and some of the opportunities that Robert see's at present.  He also highlights the fundamental value proposition of 2 specific companies he is animated by in Barksdale Resources Corp. (TSXV: BRO) (OTCQX: BRKCF) and Endurance Gold Corp. (TSXV: EDG) (OTC Pink: ENDGF).   In full disclosure, Barksdale and Endurance Gold are positions that Robert holds in his personal portfolio, at the time of this recording, and Endurance Gold is a sponsor of Goldfinger Capital.    https://ceo.ca/@goldfinger   Click here to follow Robert on X/Twitter   https://www.youtube.com/@GoldfingerCapital/videos   Follow Robert's analysis on Substack

Ari Sussman from Collective Mining discusses the latest updates on the Guayabales project, particularly the exciting discoveries at the Apollo target, which includes a new discovery at depth the company has called the Ramp Zone. They delve into the implications of these findings for future mining operations, the ambitious drilling plans for 2025, and the strategic partnership with Agnico Eagle that has bolstered the company's financial position. The discussion highlights the potential for significant exploration and resource assessment in the coming years, setting the stage for a transformative period for Collective Mining.

Interview with Troy Boisjoli, CEO of Atha Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-north-americas-largest-uranium-exploration-portfolio-6037Recording date: 25th November 2024ATHA Energy, a uranium exploration company with an extensive land portfolio, is making strategic advancements in a market poised for significant growth. With over 8.5 million acres across Canada's premier uranium jurisdictions, including the Athabasca and Thelon Basins, ATHA's flagship Angilak project in Nunavut is at the forefront of its development strategy. The project has a historical resource of 43 million pounds (Mlbs) of uranium at an average grade of 0.69% U₃O₈, with exploration indicating the potential to expand that resource to an upper target of 98 Mlbs.The Angilak project is a standout asset, offering both scalability and development advantages. Located in Nunavut, a mining-friendly jurisdiction where 47% of GDP is mining-related, the project benefits from existing supply chains and infrastructure established by neighboring operators like Agnico Eagle. Unlike many deeper uranium deposits, Angilak's mineralization begins at or near the surface, reducing development complexity and costs. “At Angilak, [the resource] comes right to surface—it's sub-cropping,” noted ATHA CEO Troy Boisjoli, highlighting this key advantage.ATHA's leadership team brings extensive uranium experience, including expertise from Cameco and NexGen. Boisjoli, who served as Chief Geologist at Cameco's Eagle Point Mine, sees parallels between Angilak and his previous operations. He emphasized, “Eagle Point had a very similar profile to Angilak—70 million pounds remaining at 0.7%.” The team's capability spans early-stage exploration through to operational development, positioning ATHA to efficiently de-risk and scale its assets.The company employs a disciplined capital allocation strategy, directing 70% of its resources toward Angilak while investing the remaining 30% in discovery-stage projects like the Gemini property in Saskatchewan and other generative opportunities. This approach ensures near-term growth and a robust pipeline of future prospects, mitigating risks associated with reliance on a single project. Assay results from Gemini are expected in Q1 2025, adding another layer of potential upside.ATHA's timing aligns with a favorable uranium market. The industry is experiencing a resurgence, driven by long-term contracting cycles, growing nuclear energy adoption, and limited supply. As Boisjoli observed, “We're entering a long-term contracting cycle similar to 2006, when demand significantly outpaced supply and created upward pressure on uranium prices.” Recent production challenges from competitors like Paladin and Peninsula highlight the market's tightness and underscore the need for scalable, high-quality assets like Angilak.Angilak's exploration results further enhance its appeal. A 10,000-meter drill program conducted in 2023 demonstrated mineralization across all 25 holes, validating the resource's growth potential. Boisjoli emphasized ATHA's rigorous approach, which relies on hard data rather than speculative geophysical targets, ensuring confidence in the project's scalability.For investors, ATHA Energy presents a compelling case. With a flagship asset primed for resource expansion, a seasoned leadership team, and a disciplined approach to exploration and development, ATHA is well-positioned to capitalize on the growing uranium market. The combination of timing, expertise, and a diversified asset base offers a unique opportunity for those seeking exposure to this generational uranium opportunity.—Learn more: https://cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com

Interview with Ben Pullinger, President & CEO of ATEX Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/atex-resources-tsxvatx-advancing-large-scale-copper-gold-project-in-chiles-atacama-desert-5956Recording date: 15th November 2024ATEX Resources, a copper exploration company with projects in Chile, is well-positioned for significant growth and value creation following a strategic investment from major global miner Agnico Eagle. Agnico has acquired a 13% stake in ATEX with an option to increase its ownership to 20%, providing a strong endorsement of ATEX's projects, team and long-term potential.ATEX's flagship asset is the Valeriano copper-gold project, which CEO Ben Pullinger, believes could host over 10 million ounces of gold in addition to its large copper resource. With Agnico's backing, ATEX now has the financial strength to aggressively advance Valeriano through expanded drilling and technical studies. The company is currently operating two drill rigs and aims to have five turning by year-end as it works to deliver an updated resource estimate in mid-2025.Recent drilling has returned some of the highest-grade intercepts to date at Valeriano, including 112m at 1.5% CuEq, demonstrating the potential for higher-grade zones within the deposit. ATEX is also conducting a metallurgical testwork program that will provide valuable data for project optimization and economic studies.Agnico's involvement brings significant technical expertise to the project. As one of the world's top underground miners, Agnico can provide valuable input to guide exploration, resource delineation, and mine planning as Valeriano advances. This partnership aligns with Agnico's strategy of investing in established mining camps with potential for major, long-life assets - criteria that Valeriano clearly meets.For ATEX shareholders, the Agnico investment is a major de-risking event that validates the company's assets and strategy. It alleviates funding pressure and allows ATEX to think long-term, optimizing project development rather than rushing studies. Importantly, it demonstrates that ATEX is graduating from a pure exploration story to a company with world-class partners and resources.While already commanding a C$300 million valuation, CEO Pullinger sees potential for ATEX to reach a billion dollar market cap as it continues to de-risk and expand Valeriano. The company is now on the radar of larger institutional investors and is seeing strong interest in the UK and Europe as well as North America.With a tight global pipeline of copper development projects, ATEX represents a unique investment opportunity in a critical metal. Copper market fundamentals remain highly attractive, and as Valeriano advances it is positioned to be a strategically important asset that could help meet the world's long-term copper needs.Through its partnership with Agnico and continued exploration success, ATEX is entering an exciting new chapter in its evolution. As the company delivers on its ambitious goals, it offers significant upside potential for investors who recognize the value of its assets, team and world-class partners.View ATEX Resources' company profile: https://www.cruxinvestor.com/companies/atex-resources-incSign up for Crux Investor: https://cruxinvestor.com

Taj Singh, President and CEO, and Adam Cegielski, Chief Development Officer of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), join me to discuss the C$10 million “bought deal” private placement, and how this sets the Company up for a strong year of exploration at their 100% owned Paubäcken, Storjuktan, and Klippen Projects, in addition to the work going on through their JV with Agnico Eagle at Barsele.    We start off discussing the private placement basis 30,304,000 units of the Company at a price of C$0.33 per Offered Unit for aggregate gross proceeds to the Company of C$10,000,320, highlighting the ability to raise capital in difficult markets.  This will set the company up for a robust exploration program in 2025, so we dig into the different  project areas of focus on their 100% controlled land, on the 100km mineralized trend along the Gold Line belt in Sweden.   Paubäcken has had the most historic work completed with clear targets delineated for next year at both the Aeda and Harpsen targets. Storjuktan has had a considerable about of base-of-till drilling and geophysics completed where there are solid drill targets set up for 2025 as well; most notably the Nippas target.  Additionally, on Oct 7th the Company announced a base-of-till, top-of-bedrock drilling program on the 100%-owned Klippen Project  located in the southern extent of the Gold Line Belt, and Taj and Adam walk us through the prospectivity of this newer area of focus.    If you have any questions for Taj or Adam, regarding First Nordic Metals, then please email them to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of First Nordic Metals at the time of this recording.   Click here to follow along with the latest news from First Nordic Metals

Interview with Frank J. Basa, President & CEO of Granada Gold Mine Inc.Our previous interview: https://www.cruxinvestor.com/posts/granada-gold-mine-ggm-exploration-toll-mine-potential-in-abitibi-3261Recording date: 31st October 2024Granada Gold Mines (TSXV:GGM) offers investors a compelling opportunity to gain leveraged exposure to a high-quality gold resource in a top-tier mining jurisdiction. The company's flagship Granada Gold Project in Quebec boasts a robust resource of 1 million ounces (0.5M oz indicated + 0.5M oz inferred) at an average grade of 2 g/t. However, bulk sampling indicates the potential for significantly higher grades of 3-5 g/t in the open pit and 9-10 g/t underground, suggesting the resource may be significantly underestimated.One of Granada's key advantages is its fully permitted, shovel-ready status. With all necessary approvals in hand, the project is significantly de-risked and can be quickly advanced to production. This, combined with its strategic location on the prolific Cadillac Break, home to over 100 million ounces of historical gold production, makes Granada a highly attractive takeover target. CEO Frank Basa explains, "On the Cadillac Break there's very little rock that's permitted. We're fortunate we have the permits." He notes that several major producers in the area, including Agnico Eagle and IAMGOLD, have processing infrastructure with dwindling ore reserves, stating "All the other mills are looking for feed." This puts Granada in an enviable position as a potential near-term source of ore.Exploration upside is another key value driver. To date, only 20% of Granada's 5.5km land package has been explored, leaving ample room for resource expansion. A 120,000m drill program is underway to prove up higher grades and grow the resource, with initial results returning intercepts like 107 g/t gold over 4m. Basa sees similarities to other major discoveries on the Cadillac Break, believing Granada has district-scale potential as exploration advances.To fund ongoing drilling while minimizing dilution, Granada has developed an innovative gold-backed preferred share structure, allowing investors to gain exposure to in-situ gold at the cost of production. Basa comments, "The potential is we can raise money through these preferred shares and minimize any dilution in our current shares."The investment thesis is further strengthened by the favorable macro environment for gold. With unprecedented global stimulus, negative real yields, and mounting debt levels, gold is poised for a sustained bull market. Many analysts predict prices reaching $3,000/oz or higher in the coming years. Basa remarked, "I think you might be coming into probably the craziest gold market in our lifetimes." High-quality gold developers like Granada should outperform in this scenario.In conclusion, Granada Gold Mines presents a unique opportunity to invest in an undervalued gold developer with a clear path to production, significant exploration upside, and strong potential to be acquired. With a market cap of just C$8 million, the company is significantly undervalued relative to the quality of its asset base and peer comparables. As the gold bull market gains momentum, Granada is well-positioned to deliver outsized returns.View Granada Gold's company profile: https://www.cruxinvestor.com/companies/granada-gold-mineSign up for Crux Investor: https://cruxinvestor.com

Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his outlook on gold, silver, copper, uranium, and their related resource stocks.  We start off discussing the moves higher we've seen in September and October where we hit the "whiskey bottle pouring into the shot glass" phased of interest in the metals and many mining stocks, but outlined that while sentiment is bullish, it is still far from euphoric.   This is a longer-format conversation with Robert that really covers a lot of ground on different stages of mining stocks from the producers margins, to merger and acquisition strategies around developers, and then the strategic stakeholding positions that the larger companies are taking in earlier stage explorers.  We get in macroeconomic thought leaders like Paul Tudor Jones getting more supportive of commodities and precious metals, as a good signal, but point out that most generalists are still not even paying attention.  We also review all the news from big tech companies positioning in nuclear power as a megatrend supporting a rebound in the uranium equities.   This is a nuanced discussion that digs into a number of case studies and examples of various resource stocks including: Newmont Mining, Barrick Gold, Agnico Eagle, Alamos Gold, IAMGOLD, Wesdome, Gold Fields/Osisko Mining, Calibre/Marathon, NextGold/Signal Gold combining, Stellar Gold (w/ Nighthawk & Moneta combining), Integra Resources (rolling up Millennial PMs & Florida Canyon Gold), Hercules Silver, Talon Metals, Cameco Corp, and more.   https://ceo.ca/@goldfinger   Click here to follow Robert on X/Twitter   https://www.youtube.com/@GoldfingerCapital/videos   Follow Robert's analysis on Substack

Explore the golden opportunities in the final frontier for greenstone belts with First Nordic Metals (TSXV: FNM | OTC: FNMCF | FRA: HEG0).In this exclusive interview from the Nordic Funds and Mines 2024 event, held on September 25-26 in Stockholm, CEO Taj Singh and Chief Development Officer Adam Cegielski discuss the company's strategic position in one of the world's last untapped greenstone belts.Tune in to discover First Nordic Metals' flagship project, the largest undeveloped gold project in Sweden and the second-largest in Scandinavia, their partnership with mining giant Agnico Eagle, and the promising potential of their other projects in mining-friendly Sweden and Finland.Explore the potential of First Nordic Metals and its projects: http://fnmetals.com/Know more about Nordic Funds and Mines: https://nordicfundsandmines.com/Watch the full YouTube interview here: https://youtu.be/TqfnE_u2XPIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

In this exclusive pre-event interview for the Commodities Global Expo 2024, happening from October 20-22 at the Four Seasons Fort Lauderdale and hosted by Top Shelf Partners, we're joined by Taj Singh, President and CEO of First Nordic Metals (TSX-V: FNM | OTC: FNMCF). Taj discusses their focus on underexplored greenstone belts in Sweden and Finland, highlighting their 2.4Moz resource joint venture with Agnico Eagle in Sweden and their 300,000oz deposit in Finland. He shares the company's mission to develop Europe's next gold belt, emphasizing the attractiveness of these tier-one jurisdictions and the potential for significant discoveries. Furthermore, Taj outlines upcoming milestones, including multiple drilling targets and a planned Stockholm listing. Learn more about First Nordic Metals and its promising projects: http://fnmetals.com/Register for the Commodities Global Expo 2024 to connect with the First Nordic Metals team and other industry leaders: https://topshelf-partners.com/Watch the full YouTube interview here: https://youtu.be/8gYA5QX1cvsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Kiran Patankar, President and CEO of Maple Gold Mines (TSX-V: MGM - OTCQB: MGMLF - FSE: M3G) joins me to outline the corporate strategy to move forward the Douay and Joutel Gold Projects, in the Abitibi Greenstone Gold Belt in Quebec. We focus on the Company's recent restructuring of its Joint Venture (‘JV') agreement with Agnico Eagle, securing 100% ownership of both projects.    To start I have Kiran provide an overview on his extensive background in geology and investment banking and his vision for advancing the projects.   We then delve into the projects, highlighting past explorations and future drilling programs aimed at expanding the 3 million ounce gold resource at the Douay Project. Kiran also touches on the company's financial health, focusing on their current funds and how they are allocated towards achieving its growth milestones.   Please email me your follow up questions for Kiran. My email address is Fleck@kereport.com.    Click here to visit the Maple Gold Mines website to learn more about the Company.  

Interview with Kiran Patankar, President & CEO of Maple Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-tsx-v-mgm-3moz-unlocked-through-company-restructure-5768Recording date: 11th September 2024Maple Gold Mines (TSXV:MGM) has emerged as a revitalized player in Quebec's prolific Abitibi gold belt, following a significant corporate transformation over the past year. The company now controls 100% of a 400 square kilometer land package hosting approximately 3 million ounces of gold resources, positioning itself as an attractive investment opportunity in the junior gold exploration sector.Central to Maple Gold's transformation is the restructuring of its partnership with Agnico Eagle, one of the world's largest gold producers. Agnico Eagle has become a 19.9% strategic shareholder in Maple Gold, providing not only financial backing but also valuable technical expertise. This partnership lends credibility to Maple Gold's projects and approach, suggesting long-term potential recognized by a major industry player.The company's flagship Douay-Joutel project encompasses the Douay deposit and the past-producing high-grade Joutel mine complex. With full control of these assets, Maple Gold is now poised to execute a more focused and potentially value-accretive exploration program. The company plans a 7,500-10,000 meter drill program for the upcoming winter season, targeting both resource expansion and potential new discoveries.Importantly, Maple Gold's strategy extends beyond mere resource expansion. The company is focused on demonstrating economic viability, with a clear target of advancing towards a pre-feasibility study showing a $300 million NPV. This aligns with Agnico Eagle's criteria for further involvement, providing investors with a tangible milestone to track.Quebec's Abitibi gold belt offers Maple Gold significant advantages as a mining jurisdiction. The region boasts excellent infrastructure, supportive government policies, and substantial financial incentives for mineral exploration. These factors could potentially reduce development costs and timelines, enhancing the project's economic attractiveness.From a valuation perspective, Maple Gold appears to be trading at a discount to its intrinsic value. With a market capitalization that values its gold resources at around $6 per attributable ounce, there seems to be substantial room for value re-rating as the company executes its plans.Key catalysts for Maple Gold include results from the planned winter drill program, potential resource updates or new discoveries, progress towards economic studies, and ongoing project optimization. These events could drive share price appreciation in the near to medium term.However, investors should be mindful of the risks inherent in junior gold exploration. These include exploration risk, market risk related to gold prices and overall sentiment, execution risk, and potential future dilution from additional financing rounds.Maple Gold's management team brings a mix of geological, engineering, and corporate development expertise, which is crucial for navigating the challenges of advancing a large-scale gold project. The company's clear focus on demonstrating economic viability sets it apart from many peers in the junior exploration space.For investors seeking exposure to gold exploration in a top-tier jurisdiction, Maple Gold offers a compelling mix of resource scale, exploration upside, strategic backing, and jurisdictional advantages. As the company executes its plans in the coming months, it has the potential to deliver significant value creation for shareholders willing to accept the inherent risks of the junior mining sector.View Maple Gold Mines' company profile: https://www.cruxinvestor.com/companies/maple-gold-mines-ltdSign up for Crux Investor: https://cruxinvestor.com

Adrian Day,  President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins me to recap the Q2 earnings out of the major mining companies and discuss his outlook for resource equities.    We start by analyzing the strong performance of major precious and base metals companies, emphasizing the importance of higher metals prices and effective cost control. Highlights include discussions on Agnico Eagle and Barrick, operational challenges faced by the industry, and market overreactions to temporary setbacks.    Adrian also shares his perspective on opportunities within mid-tier and junior stocks. This ties into a discussion on the continued cautious investor sentiment and the broader macroeconomic environment affecting gold equities.   Click here to learn more about Adrian Day Asset Management.   

Brian Leni, Editor of The Junior Stock Review joins me to share some recent research he's been doing into high-grade copper assets and discuss a recent gold stock recommendation he has shared with his subscribers.    These smaller copper projects offer higher grades and lower CapEx compared to the more well-known, large-scale copper deposits. Brian highlights Agnico Eagle's recent investment in a high-grade VMS deposit in Saskatchewan, showcasing a trend where senior gold miners are diversifying into high-grade copper assets in safe jurisdictions like Canada. We also touch on what qualifies as high-grade copper, discussing the percentages that classify a project as high-grade and emphasizing the potential in regions like Chibougamau in North Central Quebec.    Following this, Brian shares his recent stock recommendation, Thesis Gold.   Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in.  Click here to watch the latest Field Notes video.    

Interview with Kiran Patankar, President & CEO of Maple Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/maple-gold-mines-mgm-deep-drilling-with-agnico-eagle-in-abitibi-quebec-3173Recording date: 3rd August 2024Maple Gold Mines (TSX-V: MGM, OTCQB: MGMLF) presents a compelling investment opportunity for those seeking exposure to gold exploration and development in one of the world's most prolific gold-producing regions. The company's recent strategic restructuring and new leadership have positioned it for significant value creation in the coming months and years.At the heart of Maple Gold's story is its 100% ownership of a 400 square kilometer land package in Quebec's Abitibi Greenstone Belt. This package includes the Douay gold project, boasting a 3-million-ounce gold resource, and the past-producing Joutel gold complex. The consolidation of these assets under Maple Gold's full control represents a transformative step for the company.CEO Kiran Patankar, who took the helm in August 2023, has implemented a systematic, data-driven approach to unlocking the value of these assets. With a background in both geology and investment banking, Patankar is focused on creating tangible shareholder value through strategic exploration and development.A key strength of Maple Gold is its partnership with Agnico Eagle Mines, one of the world's premier gold producers. Agnico Eagle now holds a 19.9% stake in Maple Gold, providing not only financial backing but also invaluable technical collaboration. This partnership lends significant credibility to Maple Gold's projects and approach.The company recently raised C$4 million, ensuring it is well-funded for its near-term exploration plans. These include a 7,500 to 10,000-meter drilling program set to commence in late 2024, focusing on both resource expansion at Douay and testing new high-potential targets across its land package.Investors should pay close attention to several upcoming catalysts:- A comprehensive exploration update outlining plans for the remainder of 2024- Results from the planned drilling program- Potential resource updates and economic studies- Ongoing corporate development initiatives and partnershipsFrom a valuation perspective, Maple Gold currently trades at a market capitalization of approximately C$30 million, representing a significant discount to many of its peers on a per-ounce basis. This presents an opportunity for potential re-rating as the company achieves key milestones and advances its projects.The macro environment for gold remains favorable, with persistent global economic uncertainties and geopolitical tensions supporting gold prices. Moreover, major gold producers are facing challenges in replacing their reserves, potentially making junior explorers like Maple Gold attractive M&A targets.While all junior mining investments carry inherent risks, Maple Gold's combination of assets, partnerships, and strategy make it an attractive option for investors seeking exposure to gold exploration in a top-tier jurisdiction. The company's focus on systematic, value-driven exploration in a proven gold district, backed by a major producer, positions it well for success.As CEO Patankar states, "We have a great starting point. And I think the fact that we've now got the structure, the financing to advance drill programs that are based on data with a team to execute, that is really what is the driver and the catalyst." For investors looking to capitalize on the potential of the Abitibi Greenstone Belt, Maple Gold Mines offers a compelling opportunity to participate in the next chapter of this storied gold district's development.—Maple Gold Mines' company profile: https://www.cruxinvestor.com/companies/maple-gold-mines-ltdSign up for Crux Investor: https://cruxinvestor.com

Agnico Eagle Mines reported their financials and operating results for the second quarter yesterday after the closing bell. Group Eleven Resources announced results of two recent step-out holes in this year's work a the Ballywire zinc-lead-silver discovery at the PG West Project in Ireland. Reyna Silver looks to option in the Mineral Hill Project. Torq options out the Santa Cecilia project. 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 Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Gold exploration in the Nordics just got hotter. Discover why Agnico Eagle is investing in First Nordic in a big way and learn about their new Finnish project.In this interview, First Nordic Metals' President and CEO Taj Singh and CDO Adam Cegielski discuss their acquisition of the Oijärvi Gold Project in Finland and Agnico Eagle's increased stake in the company. Tune in to learn about their exploration strategy, recent financing success, and why they believe First Nordic Metals is still undervalued despite a 130% share price increase since January. Watch until the end to discover the synergies between their Nordic projects and why they think this is just the beginning for FNM.Learn more about First Nordic Metals and their high-potential Nordic projects: https://fnmetals.com/Watch the full YouTube interview here: https://youtu.be/GTMeIZvMc6gAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Taj Singh, President and CEO, and Adam Cegielski, Chief Development Officer of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), join me to discuss the specifics on a few recent news updates announced to the market:   FNM enters into an agreement to finalize the acquisition of the Oijärvi Gold Project in Finland, which includes the resource-stage Kylmäkangas gold deposit, a drill-ready, high-grade gold project with significant resource expansion and district-scale growth potential. Agnico Eagle to become a 13.3% shareholder of FNM. Already one of the largest mineral claimholders in Sweden with a controlling position on the Gold Line Belt, FNM continues to build its business in both Sweden and Finland with the control of 2 different greenstone belts in Scandinavia an aim of being a premier European gold developer.   With regards to Sweden, the Company holds a 100,000-hectare district-scale position covering almost the entire Gold Line belt and a significant portion of the Skellefte VMS (volcanogenic massive sulphide) belt and covering a +100km belt position of regional first-order structural corridors. The majority of defined resources are at their flagship Barsele Gold Project with 2.4 Moz gold (NI-43101, all categories), in a JV with Agnico Eagle Mines Ltd. Additionally, the exploration team has defined two other mineralized trends, each over 5kms, the Paubäcken Project and the Storjuktan Project, that both Adam and Taj provide exploration updates on.   We also discuss how the in-the-money warrants have been starting to get exercised by investors, almost like a no-fee financing, bringing in more capital to the company to fund exploration this year, with more expected to be exercised moving forward.  First Nordic Metals is also preparing to list it's shares on the Stockholm exchange, and that will be another driver of liquidity slated for this year.   If you have any questions for Taj or Adam, regarding First Nordic Metals, then please email them to me at Shad@kereport.com.   Click here to follow the most recent news from First Nordic Metals

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 Eagle anticipated to announce blowout profits. Diversification and strategic investments are becoming more common in the mining sector. While the financing window is opening up, investors still need to be selective in their stock picks.

“A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into smarter projects,” shares investor and exploration geologist Joanna Ponicka of Equivest Capital. 0:00 Introduction 2:27 “Start with the project” 5:28 BHP Xplor program 7:49 Driver of senior miners investing in juniors 10:10 Majors vs juniors' exploration goals 18:29 Cost of discovery increasing 24:46 Europe: jurisdictional risk 29:47 Copper exploration 33:26 Timely greenfield discoveries 35:10 Agnico Eagle's nickel investment 37:31 ESG https://www.equivestmetals.com/ https://x.com/equivest_explor Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Germany's leading commodity and mining stock journalist, Markus Bussler, joins us for an in-depth discussion of the recent gold price rally and about how the major miners like Newmont, Barrick & Agnico Eagle reacted to the higher price environment. Recorded on the floor of the Deutsche Goldmesse in Frankfurt! ------------ Thank you to our sponsor VICTORIA GOLD CORP. Make sure to pay them a visit: https://vgcx.com1 ------------ Guest: Markus Bussler, Journalist Company: Der Aktionär & Goldfolio

“There has been a bit of a demographic shift. Guys my age are retiring, and they are not putting a lot of their money to risk as much anymore. Even the flow-through market here…there used to be a lot of doctors, dentists, lawyers that would typically put money in flow-through funds to get the tax advantage. The Canadian government has changed some of those rules and made it a lot harder. So, I think that is part of the disconnect [between the gold price and gold miners' valuations],” says mining sector expert Brian Christie. Listen to this MSE interview for more insights from Mr. Christie. Brian Christie has vast mining sector experience. He began his career as a geologist and saw two mineral discoveries first-hand. Then he traveled the world as a journalist for The Northern Miner. Brian next served as a mining equity analyst for nearly two decades before leading the investor relations team at Agnico Eagle, a leading gold producer. Currently, Brian is on the board of directors for Wallbridge Mining and, since May 2023, is the chairman of Fury Gold Mines (MSE sponsor). 0:00 Introduction 1:30 BHP proposed takeover of Anglo American 2:52 Bullish copper 3:45 Look at smaller-scale copper producers 4:47 Can there be too much M&A? 5:57 Gold executive mistakes at cycle peaks 8:34 Exploration projects: own 100% or seek JV? 10:27 G Mining to buy Reunion Gold 11:25 Demographic shift impacting gold miner valuations 14:21 Must know geology to be successful retail investor? 15:50 Good geology will get rid of bad management? 16:44 “Balance promotion vs facts” 19:17 Naked shorting a problem in Canada? 20:57 Fury Gold upcoming newsflow Sponsor: https://furygoldmines.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Fury Gold Mines is a Mining Stock Education sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our podcasts or videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-major-backers-validate-canada-nickels-potential-4809Recording date: 5th March 2024Canada Nickel (CNC) is emerging as a premier investment opportunity in the rapidly growing electric vehicle (EV) supply chain. The company's flagship Crawford project in Ontario hosts the world's second-largest nickel sulfide resource and is on track to commence its first production by 2027.CNC has earned the backing of mining giants Anglo American and Agnico Eagle, as well as EV battery leader Samsung SDI. These industry heavyweights provide not only capital, but also invaluable technical, operational, and marketing expertise to de-risk and optimize Crawford.The Ontario and Canadian federal governments have also thrown their full support behind CNC, recognizing the viral role domestic critical mineral supply chains will play in the energy transition. With billions in government funding set to be deployed starting in mid-2024, CNC is well-positioned to access non-dilutive financing for Crawford and its newly established downstream processing business.While Crawford alone positions CNC as a globally significant nickel producer, the exploration upside across its Timmins properties is equally compelling. The company has identified seven additional targets with a combined footprint 10 times larger than Crawford's. By early 2025, CNC plans to publish maiden resources on these prospects which could vault it into the ranks of the world's largest nickel developers.Underpinning CNC's ambitious growth plans is the exponential demand growth expected for battery-grade nickel as EV adoption accelerates. Automakers and cell manufacturers are scrambling to lock in long-term supplies of responsibly sourced critical minerals. CNC's commitment to net zero emissions and strategic location in the mining-friendly jurisdiction of Canada make it a highly attractive partner.The company is not content to simply be a miner, however. Its newly established downstream processing unit, led by a team of industry veterans, aims to capture additional margin and qualify for generous government incentives by supplying battery-grade nickel directly to customers.For investors, CNC offers a unique combination of world-class assets, unparalleled exploration upside, strategic industry, government partnerships, and leverage to the EV supercycle. With the Crawford project approaching construction and a potential stream of new discoveries on the horizon, CNC appears poised to create substantial shareholder value in the years ahead as it cements its position as the go-to supplier of clean, zero-carbon nickel.View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com

Interview with Alex Pernin, CEO and Kevin MacLean, CIO of Star Royalties Ltd.Our previous interview: https://www.cruxinvestor.com/posts/star-royalties-strr-first-mover-originating-carbon-offset-royalties-1670Recording date: 23rd January 2024Star Royalties (TSXV: STRR) offers a compelling mix of deeply undervalued existing assets plus high-growth potential in the booming carbon credit market. Despite flying under the radar, this royalty company delivers an attractive value proposition for investors seeking commodities exposure coupled with steady cash flows.Green Star Valuation Disconnect Represents Near-Term WindfallThe real prize lies in Star's wholly-owned Green Star Royalties subsidiary, focused on financing high-quality carbon offset projects. A recent $21M strategic investment from energy giant Cenovus values Green Star at $82M - 3x Star's entire current market cap.Star Royalties retains 45.9% ownership of Green Star, presenting an enormous upside as the market eventually re-rates the stock to match this appraised value.Major Partners Validate Business ModelAlongside Cenovus Energy, mining leader Agnico Eagle owns 26% of Green Star after conducting extensive due diligence. Their backing signals confidence in management's proven pedigree and the tremendous market potential as carbon credit demand accelerates.First-Mover Advantage in High-Growth MarketGreen Star deploys capital into agriculture, forestry and clean technology projects generating certified carbon offsets. With a specialty in high-integrity credits and a North American focus, Green Star dominates a fragmented space poised for massive growth.Their low-cost production model also ensures strong profitability even if market carbon prices decline substantially from ~$50 per ton currently.Precious Metals Exposure Provides Asset BackingStar Royalties retains royalties on advanced exploration-stage gold assets plus plans to spin these out upon achieving fair value. This provides stable backing plus optionality for precious metals upside.Compelling Risk-Reward for Growth and IncomeFor investors, Star Royalties offers a compelling mix of deep value (Green Star disconnect), strategic partners validating the opportunity, exposure to booming carbon credit demand, inflation protection from carbon pricing/gold, experienced and capable leadership, and planned Green Star IPO unlocking further growth funding.It's a high-upside play merging growth and income for a commodity market recovery. This overlooked royalty company shines bright among plenty of overvalued stocks across sectors today.—View Star Royalties' company profile: https://www.cruxinvestor.com/companies/star-royalties-ltdSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-why-we-might-see-a-strong-finish-to-year-end-4510Recording date: 14th January 2024Canada Nickel has secured three high-profile corporate backers to help accelerate development of its wholly-owned Crawford nickel-cobalt sulfide project. Located in Timmins, Ontario, the asset has the potential to become one of the world's largest nickel sulfide mining operations.Given Crawford's relative proximity to the US border, Canada Nickel believes it can help establish a new nickel supply hub to feed surging demand from electric vehicle battery factories across North America.Crawford's world-class credentials have now earned validation through major investments from Korean battery materials manufacturer Samsung, diversified global mining giant Anglo American, and Canadian senior gold producer Agnico Eagle.Samsung's strategic investment provides strong customer endorsement. Its participation highlights automakers' desires for regional nickel production centers close to manufacturing hubs, reducing supply chain complexity.Meanwhile, Anglo American and Agnico Eagle underscore mining majors' increasing appetite for top-tier nickel assets to capitalize on the global energy transition. Their backing signals confidence in Canada Nickel's geological hypotheses around the potential to prove up an entire nickel district.The recently secured funding puts Canada Nickel in a strong position to fast-track permitting, exploration, and project development. The company anticipates having full financing in place for Crawford before year-end 2024, facilitated by its new corporate allies.Construction would commence promptly upon receipt of final permits in 2025. This could ultimately make Canada Nickel the leading North American pure-play nickel producer just as regional demand begins accelerating dramatically.Exploration results across its prospective district continue gaining momentum. Ongoing drilling campaigns aim to unlock what CEO Mark Selby has labeled a “pipeline of significant nickel deposits.”Success could ultimately support a district-level production hub underpinning 200,000-300,000 tonnes of annual nickel output.For investors, Canada Nickel provides differentiated leverage to the heart of the energy transition story - meeting fast-growing nickel demand in geo-politically stable jurisdictions. The potential world-scale Crawford anchor and broader district upside make the opportunity particularly compelling.—View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com—View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com—Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com