Podcasts about bhp billiton

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comIf you enjoy this article. Please like it, share it and so on. It all helps. I thank you.It's time for my annual slagging off of silver. Why now?Because, according to one of my WhatsApp chats, it's breaking out.Silver is always breaking out. It never actually does.Was ever there a metal with as much potential as silver? Probably not.Was ever there a metal you could so wholly depend on to let you down? If there is, I'm not aware of it (though these past 15 years, platinum has been running it close).But maybe, just maybe this time is different.Really?Let's start with a bit of gossip from the front line.I have three mates who are CEOs of silver mining companies, as you do. All three of them, based in Latin America, have reported back with the same story.Typically, a miner would pay a company — usually a refiner — to take ore off their hands, treat and smelt it, so it can be sold. So-called off-take agreements would usually amount to $120–180 per tonne of ore. But, at the moment, refiners aren't charging anything. Somebody is subsidising it all.Could it be that humongous, commodity-guzzling nation that begins with a C, I wonder?It wants silver for all those solar panels Ed Miliband is buying.The way things are behaving and moving at the moment, it's starting to feel like we are moving into a proper commodities bull market. Maybe 2021–22 was just the appetizer.Stop! Don't get excited. It's silver we're talking about here.The case for silver runs roughly as follows:We are in an age of currency debasement, therefore you want to own hard assets. In such an inflationary environment, the monetary metals — gold and silver — perform best. Silver has been money since forever. It is natural money etc etc.Let's just address that before we move on.Gold is still used as money in the store-of-value sense of the word. National banks keep it. Institutions keep it. Individuals keep it. Gold's role was always more store of value than medium of exchange. Historically, we used silver, copper and nickel for all but high-value transactions.Silver was not used as a store of value to the extent gold was. Its function was more, as I say, as a medium of exchange. That role has long gone. The gold rushes of the 19th century did for silver.Long story — it's in my book, which comes out in August — but to cut it short, the vast increase in gold supply enabled nations to abandon silver. In the case of the US, it was the Coinage Act of 1873 — or as silver bugs like to call it, the Crime of '73 — that began the end of silver as official money. In the UK — largely thanks to the Portuguese discoveries of gold in Minas Gerais (again, long story, it's in the book) — the process began a good 150 years earlier.In these cashless times, there is little chance of silver regaining its role as medium of exchange.As a result, looking at gold-to-silver ratios — it now takes about 100 ounces of silver to buy an ounce of gold — and saying we are going back to the historical average of 12 or 15:1 is mistaken. There may well only be 15 times as much silver in the Earth's crust as gold (making 15:1 the natural ratio) but without its role as money, this is just not going to happen. Not for any prolonged period.In the last 100 years, we have only touched this level once — Thursday, March 27, 1980. Uncommon circumstances. Two brothers were trying to corner the silver market.Silver's role as money is as good as over. Silver bugs hate me when I say that. But I can only say it like I see it.Physical silver in your possession is nobody else's liability — I get that — and it is outside of the financial system — I get that too. There are many reasons to invest in silver. I own physical silver. But expecting it to be monetised again should not be one of them.If you are thinking of buying silver or gold bullion, the bullion dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here.If Armageddon comes, you'll be glad you own silver — maybe — but there will be bigger problems on your plate. Like Armageddon.Everywhere silverSilver has widespread industrial use, especially in these times of mass electrification. You could write a book about the industrial uses of silver, there are so many. It might not be a very good book, but it would be long.From medical equipment to electrical appliances, it's almost harder to find things that don't contain silver than things that do. Every smartphone has silver in it; every computer; every jet engine; every solar panel. The best batteries contain silver. It's used in detergent, deodorant, wart treatment, antimicrobial lab coats, 3D printing, plastics, jewellery, wood preservation, water purification — it's like a picks-and-shovels play on new tech and the growing middle class of the developing world.Annual silver demand stands at around 1.2 billion ounces. Roughly 60% of that demand — 700 million ounces — comes from industry (500 million from electrical and electronics, half of which is solar panels); 22% from jewellery and silverware; and 18% from investment.Annual supply is about one billion ounces (80% mining, 20% recycling) — so the market is in deficit. Hence the current rising price.Most silver is produced as a bi-product of other mines, especially lead and zinc (eg at one point BHP Billiton was the world's largest silver producer).There is, however, a romance to silver. It catches the public imagination — occasionally with explosive results. It did in 1980 when it went to $50 (it had been $2 just a few years earlier). It did again in 2011 when it revisited $50 before collapsing. It nearly took off during Lockdown Meme Mania, but didn't quite get going.As a result of this romance, it has a tendency to go bananas every few years — but it never lasts. Does romance? Sometimes, if you're lucky.There is also the issue of silver price suppression, which some use to explain every sell-off in the silver markets. There's nothing any of us can do about that — even if true — so let's not go there.Silver will at some point revisit $50. At some other point it will get above that figure. The mother of all narratives will take hold, and silver will probably end up going to $100 or even $200.At which point you want to be owning silver stocks …It will also, at some point, revisit $15. That's when you don't want to be owning silver stocks.Here is 100 years of silver prices. If you give any credence to such things, there is the mother of all cup-and-handle formations appearing (that's a super bullish pattern), which I have drawn in blue. It projects prices towards the $100/oz mark.It's also apparent on the 50-year chart. (I haven't drawn it here - I'll let you visualise).Silver has been in a bull market since summer 2022, but it has, broadly speaking, followed rather than led gold. It's now come up against a wall at around $35.You could say it's a triple top.Then again, the more times you test a level, the less likely it is to hold — particularly when each low is higher than the last, as is the case here.But these last few weeks, all of a sudden, silver is leading gold.What's more, silver miners are leading silver. That's what makes me bullish.Here is the silver miners' ETF, SIL (NYSE: SIL) — and you can see, just as they're saying in my WhatsApp chats — the silver miners really have broken out.I haven't seen this in a long time. Miners leading!!!!! WTF?This is why I'm saying it's starting to feel like a proper metals bull market.So how am I playing this?What are the best ways to invest in silver and profit?

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comIf you enjoy this article. Please like it, share it and so on. It all helps. I thank you.It's time for my annual slagging off of silver. Why now?Because, according to one of my WhatsApp chats, it's breaking out.Silver is always breaking out. It never actually does.Was ever there a metal with as much potential as silver? Probably not.Was ever there a metal you could so wholly depend on to let you down? If there is, I'm not aware of it (though these past 15 years, platinum has been running it close).But maybe, just maybe this time is different.Really?Let's start with a bit of gossip from the front line.I have three mates who are CEOs of silver mining companies, as you do. All three of them, based in Latin America, have reported back with the same story.Typically, a miner would pay a company — usually a refiner — to take ore off their hands, treat and smelt it, so it can be sold. So-called off-take agreements would usually amount to $120–180 per tonne of ore. But, at the moment, refiners aren't charging anything. Somebody is subsidising it all.Could it be that humongous, commodity-guzzling nation that begins with a C, I wonder?It wants silver for all those solar panels Ed Miliband is buying.The way things are behaving and moving at the moment, it's starting to feel like we are moving into a proper commodities bull market. Maybe 2021–22 was just the appetizer.Stop! Don't get excited. It's silver we're talking about here.The case for silver runs roughly as follows:We are in an age of currency debasement, therefore you want to own hard assets. In such an inflationary environment, the monetary metals — gold and silver — perform best. Silver has been money since forever. It is natural money etc etc.Let's just address that before we move on.Gold is still used as money in the store-of-value sense of the word. National banks keep it. Institutions keep it. Individuals keep it. Gold's role was always more store of value than medium of exchange. Historically, we used silver, copper and nickel for all but high-value transactions.Silver was not used as a store of value to the extent gold was. Its function was more, as I say, as a medium of exchange. That role has long gone. The gold rushes of the 19th century did for silver.Long story — it's in my book, which comes out in August — but to cut it short, the vast increase in gold supply enabled nations to abandon silver. In the case of the US, it was the Coinage Act of 1873 — or as silver bugs like to call it, the Crime of '73 — that began the end of silver as official money. In the UK — largely thanks to the Portuguese discoveries of gold in Minas Gerais (again, long story, it's in the book) — the process began a good 150 years earlier.In these cashless times, there is little chance of silver regaining its role as medium of exchange.As a result, looking at gold-to-silver ratios — it now takes about 100 ounces of silver to buy an ounce of gold — and saying we are going back to the historical average of 12 or 15:1 is mistaken. There may well only be 15 times as much silver in the Earth's crust as gold (making 15:1 the natural ratio) but without its role as money, this is just not going to happen. Not for any prolonged period.In the last 100 years, we have only touched this level once — Thursday, March 27, 1980. Uncommon circumstances. Two brothers were trying to corner the silver market.Silver's role as money is as good as over. Silver bugs hate me when I say that. But I can only say it like I see it.Physical silver in your possession is nobody else's liability — I get that — and it is outside of the financial system — I get that too. There are many reasons to invest in silver. I own physical silver. But expecting it to be monetised again should not be one of them.If you are thinking of buying silver or gold bullion, the bullion dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here.If Armageddon comes, you'll be glad you own silver — maybe — but there will be bigger problems on your plate. Like Armageddon.Everywhere silverSilver has widespread industrial use, especially in these times of mass electrification. You could write a book about the industrial uses of silver, there are so many. It might not be a very good book, but it would be long.From medical equipment to electrical appliances, it's almost harder to find things that don't contain silver than things that do. Every smartphone has silver in it; every computer; every jet engine; every solar panel. The best batteries contain silver. It's used in detergent, deodorant, wart treatment, antimicrobial lab coats, 3D printing, plastics, jewellery, wood preservation, water purification — it's like a picks-and-shovels play on new tech and the growing middle class of the developing world.Annual silver demand stands at around 1.2 billion ounces. Roughly 60% of that demand — 700 million ounces — comes from industry (500 million from electrical and electronics, half of which is solar panels); 22% from jewellery and silverware; and 18% from investment.Annual supply is about one billion ounces (80% mining, 20% recycling) — so the market is in deficit. Hence the current rising price.Most silver is produced as a bi-product of other mines, especially lead and zinc (eg at one point BHP Billiton was the world's largest silver producer).There is, however, a romance to silver. It catches the public imagination — occasionally with explosive results. It did in 1980 when it went to $50 (it had been $2 just a few years earlier). It did again in 2011 when it revisited $50 before collapsing. It nearly took off during Lockdown Meme Mania, but didn't quite get going.As a result of this romance, it has a tendency to go bananas every few years — but it never lasts. Does romance? Sometimes, if you're lucky.There is also the issue of silver price suppression, which some use to explain every sell-off in the silver markets. There's nothing any of us can do about that — even if true — so let's not go there.Silver will at some point revisit $50. At some other point it will get above that figure. The mother of all narratives will take hold, and silver will probably end up going to $100 or even $200.At which point you want to be owning silver stocks …It will also, at some point, revisit $15. That's when you don't want to be owning silver stocks.Here is 100 years of silver prices. If you give any credence to such things, there is the mother of all cup-and-handle formations appearing (that's a super bullish pattern), which I have drawn in blue. It projects prices towards the $100/oz mark.It's also apparent on the 50-year chart. (I haven't drawn it here - I'll let you visualise).Silver has been in a bull market since summer 2022, but it has, broadly speaking, followed rather than led gold. It's now come up against a wall at around $35.You could say it's a triple top.Then again, the more times you test a level, the less likely it is to hold — particularly when each low is higher than the last, as is the case here.But these last few weeks, all of a sudden, silver is leading gold.What's more, silver miners are leading silver. That's what makes me bullish.Here is the silver miners' ETF, SIL (NYSE: SIL) — and you can see, just as they're saying in my WhatsApp chats — the silver miners really have broken out.I haven't seen this in a long time. Miners leading!!!!! WTF?This is why I'm saying it's starting to feel like a proper metals bull market.So how am I playing this?What are the best ways to invest in silver and profit?

AI is here, and it isn't slowing down. How do you manage being a leader in this rapidly changing world?In today's "Author Corner": our resident author Danette chats with Tony Frost to break this all down. Tony is an Author, Executive Coach & Mentor, Company Director, Facilitator, Career & Leadership Development, Speaker, Part-time Academic (UNSW and AICD). His clients include BHP Billiton, Macquarie Bank and the Commonwealth Bank of Australia.In this episode, Tony shares insights from his extensive career, discusses the relevance of his book 'The Professional: A Playbook to Unleash Your Potential and Futureproof Your Success' in the context of AI and leadership, and provides practical tips for professionals to remain irreplaceable in a rapidly changing work environment. The conversation covers essential leadership qualities, the importance of emotional intelligence, and strategies for understanding client needs both now and in the future.To get the book The Professional: A Playbook to Unleash Your Potential and Futureproof Your Success: https://frostleadership.com.au/my-book/And to reach out to Tony:https://frostleadership.com.au/Chapters00:00 Introduction and Background of Tony Frost02:34 The Professional: Insights into the Book05:03 AI-Proofing Leadership: Five Essential Tips10:43 Essential Skills for Irreplaceability in the Age of AI15:05 Understanding Client Needs: Present and Future20:08 Strategies for In-House vs. External Professionals24:36 The Writing Process: From Idea to Completion27:43 Final Thoughts and ResourcesAll Magical Learning podcasts are recorded on the beautiful lands of the Kulin, Ngunnawal and Wiradjuri nations, and we pay our respect to their elders past and present.As always, if you are having trouble, you can always send us a message.Listen to/watch this podcast here: ⁠⁠https://open.spotify.com/show/128QgGO....To find out more about our free content, sign-up for future webinars as well as our other services, go to ⁠⁠https://magicallearning.com/⁠⁠ and sign up!You can also find us on our socials: Instagram: / magical_learning Facebook: / magicallearningteam Linkedin: / magicallearning Youtube: / @magicallearning Have a Magical week!

Chega ao fim nesta quinta-feira (13) a fase de alegações finais do julgamento contra a BHP Billiton pelo crime cometido em 5 de novembro de 2015, na cidade de Mariana (MG). O caso envolve também a Vale e a Samarco e o resultado final sobre o julgamento só deve vir daqui dois meses. Quem Conversa Bem Viver é Thiago Alves, membro da coordenação nacional do Movimento dos Atingidos por Barragens (MAB)

On this week's episode I am super excited to be bringing back one of our previous guests! One of Body Matters very own therapists and Psychologist at PsySolutions, Perri Carlson-Hawke. For anyone who hasn't met her yet, Perri is a Clinical Psychologist and Board Approved Supervisor living in the beautiful countryside of Orange. Perri is originally from Queensland but moved to Orange when she completed her Honours in Psychology at Charles Sturt University. She then went on to study Coaching Psychology at the University of Sydney before obtaining her Masters of Clinical Psychology. She has been working in the field of psychology for over 10 years gaining varied experience working with clients. Perri's interest and expertise extends beyond traditional psychology. She practices using an eclectic approach informed by CBT, mindfulness, ACT and neuroscience. She is also trained in neuropsychological assessments, neuropsychology, nutritional psychiatry, coaching psychology, animal assisted therapies, prolonged Exposure Therapy, EMDR and metabolic health treatments.  Perri has worked with both individuals and groups where she has facilitated therapeutic interventions for people with mood and anxiety disorders. She also designed psychoeducational workshops for organisations such as BHP Billiton, David Jones, Life without Barriers, House with No Steps, McDonalds Australia and Transfield Services.  Perri predominantly works with adults in the assessment and treatment of eating disorders such as Anorexia & Atypical Anorexia, Bulimia and Binge Eating Disorder. She has also worked extensively with clients living with generalised and social anxiety, depression, bipolar disorder and PTSD. On this week's episode we will be going through the different eating disorders and their diagnosis as well as some popular terms used in the eating disorder space. To help people to become more aware of what the different eating disorders are as well as the signs and symptoms for them. So, let's get into it!    Podcast Summary:  1. The different eating disorders and their diagnosis  2. Anorexia Nervosa, Atypical Anorexia, Bulimia Nervosa, Binge Eating Disorder, Avoidant Restrictive Food Disorder, Rumination Disorder, Pica 3. Non- DSM Eating Disorders such as Orthorexia Nervosa  4. Severe and Enduring Eating Disorders  5. Body Dysmorphic disorders overlapping with eating disorders  6. Eating Disorders vs Disordered Eating    Links to Perri:  Websites:  PsychSolutions health and wellbeing:  ⁠https://mtpsychsolutions.net.au/team/perri-carlson-hawke/⁠ Metabolic Mental Health: www.metabolicpsychology.com.au Links from the episode and to BodyMatters:  BodyMatters Australasia Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bodymatters.com.au/⁠⁠⁠⁠⁠⁠⁠⁠⁠ BodyMatters Instagram: @bodymattersau Butterfly Foundation Helpline: Call their National Helpline on ⁠⁠⁠⁠⁠⁠⁠⁠⁠1800 33 4673⁠⁠⁠⁠⁠⁠⁠⁠⁠. You can also ⁠⁠⁠⁠⁠⁠⁠⁠⁠chat online⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠email

How do you turn a $5 million bet into a $15 billion win? That's the kind of wild story we're talking about here—think high-stakes deal making, seismic tech breakthroughs, and the evolution of oil and gas from gut-instinct exploration to data-driven science. From a humble start in Wichita to shaping industry giants like 3TEC and Petrohawk, this conversation is packed with insider tales of risks, rewards, and the moments that defined a career at the cutting edge of energy.Digital Wildcatters brings the energy community together through events, cutting-edge content, and powerful tools. Join our online community at collide.io. Engage with experts, level up your career, and ask Collide AI your toughest technical questions.Click here to watch a video of this episode. 0:00 Introduction & Poker Banter2:14 Getting Started in the Oil Business (1970s)5:25 Building & Selling 3-Tech9:06 Early Off-Market Acquisitions & Strategies13:42 3D Seismic & Technological Advancements19:08 Founding Petrohawk & the Shale Revolution24:55 The Haynesville Land Rush32:12 The Parallel Eagle Ford Play39:50 BHP Billiton's $15 Billion Acquisition45:46 Post-Sale Observations & Management Philosophy51:07 Pivoting to Private Equity (Pine Brook)59:08 Working with Portfolio Companies & Challenges1:02:40 The Future of Shale & International Expansion1:07:14 Enhanced Recovery & Shale Re-Fracs1:09:10 Potential New Basins & Final Thoughtshttps://www.instagram.com/digitalwildcattershttps://www.tiktok.com/@digitalwildcattershttps://www.facebook.com/digitalwildcattershttps://twitter.com/DWildcatters

Le développement de la fibre optique pousse les entreprises de télécommunications à accélérer chaque année le remplacement de leur réseau de câbles en cuivre. La vente de cet or rouge pourrait leur rapporter collectivement 10 milliards de dollars dans les 15 prochaines années. La tendance est inévitable : le développement de la fibre optique signe la fin des anciens réseaux de câbles à base de cuivre qui ont permis l'essor des téléphones, fixes puis l'accès à internet par ADSL. En France par exemple, Orange, propriétaire du réseau de câbles en cuivre, prévoit de le mettre hors service d'ici 2030, selon l'Arcep, l'autorité de régulation des communications électroniques, des postes et de la distribution de la presse. Dans le monde, la plupart des entreprises de télécommunications auront tourné la page du cuivre d'ici 2035, selon le cabinet Analysys Mason, cité par le Financial Times.L'année dernière, la revente du cuivre a rapporté 720 millions de dollars, selon TXO, une société qui aide les opérateurs à recycler le métal. D'ici 15 ans, la manne qui sera perçue par les groupes de télécommunications est estimée 10 milliards de dollars. Cela ne signifie pas pour autant le jackpot. Plusieurs opérateurs assurent même faire un bénéfice négligeable en raison de la complexité du procédé d'extraction du cuivre des câbles, avant de le recycler pour en faire une matière première à nouveau commercialisable. Un recyclage complexe, mais qui s'intensifieMême si l'opération est coûteuse, les prix du cuivre sont appelés à augmenter dans les prochaines années, et cela n'a pas échappé à ceux qui ont intensifié déjà leurs efforts de recyclage, comme l'entreprise américaine AT&T.L'industriel annonce avoir extrait et revendu plus de 32 000 tonnes d'or rouge depuis 2021. La liste de ceux qui se sont engagés sur le même chemin est longue : on peut citer le Suédois Telia, qui annonce avoir perçu déjà 25 millions d'euros via la revente de cuivre issu de ses câbles, ou encore le Norvégien Telenor, qui espère récupérer dans les prochaines années 68 millions d'euros selon le Financial Times.Ce cuivre recyclé vient s'ajouter à l'offre minière existante, sur un marché qui est appelé à se tendre dans les prochaines années. Parce qu'il conduit l'électricité comme aucun autre métal, le cuivre est un composant clé des batteries des véhicules électriques, et donc directement associé à la transition énergétique.L'industrie pourrait avoir besoin de 70% de cuivre supplémentaire d'ici 2050 par rapport à 2021, pour atteindre 50 millions de tonnes par an, selon le grouper BHP. Mais faute d'investissements miniers suffisants ces dernières années, le déficit en cuivre pourrait arriver plus vite que prévu.À lire aussiLe cours du cuivre au plus haut depuis 14 moisÀ lire aussiLa flambée du cuivre aiguise l'appétit du géant australien BHP Billiton

Termina na sexta-feira o prazo para que empresas paguem aos funcionários a segunda parcela do 13º salário; O Ministério Público Federal recorreu da absolvição da Samarco, Vale, BHP Billiton, da empresa Vogbr e de seis técnicos e executivos envolvidos na tragédia de Mariana; Critérios para distribuição de moradias no terreno onde funcionava o Aeroporto Carlos Prates podem ser discutidos entre a Câmara de Vereadores de BH e o governo federal.See omnystudio.com/listener for privacy information.

On this week's episode I am super excited to be introducing you to this week's guest, one of Body Matters very own therapists and Psychologist at PsySolutions, Perri Carlson-Hawke. Perri is a Clinical Psychologist and Board Approved Supervisor living in the beautiful countryside of Orange. Perri is originally from Queensland but moved to Orange when she completed her Honours in Psychology at Charles Sturt University. She then went on to study Coaching Psychology at the University of Sydney before obtaining her Masters of Clinical Psychology. She has been working in the field of psychology for over 10 years gaining varied experience working with clients. Perri's interest and expertise extends beyond traditional psychology. She practices using an eclectic approach informed by CBT, mindfulness, ACT and neuroscience. She is also trained in neuropsychological assessments, neuropsychology, nutritional psychiatry, coaching psychology, animal assisted therapies, prolonged Exposure Therapy, EMDR and metabolic health treatments.  Perri has worked with both individuals and groups where she has facilitated therapeutic interventions for people with mood and anxiety disorders. She also designed psychoeducational workshops for organisations such as BHP Billiton, David Jones, Life without Barriers, House with No Steps, McDonalds Australia and Transfield Services.  Perri predominantly works with adults in the assessment and treatment of eating disorders such as Anorexia & Atypical Anorexia, Bulimia and Binge Eating Disorder. She has also worked extensively with clients living with generalised and social anxiety, depression, bipolar disorder and PTSD. On this week's episode we will be talking about anxiety and its correlations with eating disorders. Going through the different anxiety disorders and normal human psychological responses creating anxiety. So please welcome our next special guest, Perri! Podcast summary:  1.     Anxiety is a physiological response to thoughts of worry, uncertainty or unease 2.     The different anxiety disorders   3.     Food can be used as a maladaptive coping mechanism in response to anxiety 4.     Talking to someone else to get you out of your thought spirals  5.     Becoming aware of when you may be experiencing anxiety   Links to Perri:  Websites: PsychSolutions health and wellbeing:  https://mtpsychsolutions.net.au/team/perri-carlson-hawke/ Metabolic Mental Health: www.metabolicpsychology.com.au Links from the episode and to BodyMatters:  BodyMatters Australasia Website: ⁠⁠⁠⁠⁠⁠⁠⁠https://bodymatters.com.au/⁠⁠⁠⁠⁠⁠⁠⁠ BodyMatters Instagram: @bodymattersau Butterfly Foundation Helpline: Call their National Helpline on ⁠⁠⁠⁠⁠⁠⁠⁠1800 33 4673⁠⁠⁠⁠⁠⁠⁠⁠. You can also ⁠⁠⁠⁠⁠⁠⁠⁠chat online⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠email

O Ministério Público Federal recorreu da absolvição da Samarco, Vale, BHP Billiton, da empresa Vogbr e de seis técnicos e executivos envolvidos na tragédia de Mariana; A defesa de Braga Netto negou que o general da reserva tenha obstruído as investigações sobre tentativa de golpe de Estado; O Banco Central vendeu hoje 4 bilhões e 600 milhões de dólares.See omnystudio.com/listener for privacy information.

Jo McConnell recently started an exciting new role as Chief People Officer at Herbert Smith Freehills. Prior to this, she was CEO of Transformation at Accenture, and Vice President of Human Resources at BHP Billiton. In this discussion, Jo shares her advice on building trust and navigating office politics when taking on a new leadership role, managing with radical candor, and the role of men in promoting gender inclusion. The FW Leadership Series is hosted by Helen McCabe.   See omnystudio.com/listener for privacy information.

Às 16 horas e 20 minutos de 5 de novembro de 2015, uma avalanche de lama misturada com rejeitos de minério de ferro passou por cima dos distritos de Bento Rodrigues e Paracatu de Baixo, na cidade de Mariana (MG) e avançou para o Rio Doce, onde formou um rastro de destruição por mais de 600 km até chegar ao oceano. Uma tragédia que matou 19 pessoas, afetou mais de 2,5 milhões ao longo das margens do rio, entre Minas Gerais e Espírito Santo, e provocou danos ambientais irreparáveis. A origem do desastre foi o rompimento de uma barragem da mineradora Samarco, controlada pelas empresas Vale e BHP Billiton. Desde então, a Samarco já realizou alguns pagamentos e ações compensatórias, mas nada disso chegou perto de atender as vítimas adequadamente. Na Justiça brasileira, as empresas propuseram em abril deste ano um acordo de quase R$ 130 bilhões, que segue em negociação. Em paralelo, 620 mil dessas vítimas entraram também com uma ação de reparação de danos no Reino Unido, país de uma das sedes da BHP, onde o valor das indenizações pode totalizar R$ 230 bilhões – o que faz dela a maior ação coletiva ambiental do planeta, que começa a ser julgada nesta segunda-feira (21). Para contar como estão as pessoas afetadas pelo desastre nove anos depois, Natuza Nery conversa com Rafaela Mansur, repórter do g1 em Minas Gerais. E quem explica todo o imbróglio judicial, no Brasil e no Reino Unido, é Paulo Bessa, professor titular da Unirio, presidente da Comissão Permanente de Direito Ambiental do Instituto dos Advogados Brasileiros e autor de 15 livros sobre legislação ambiental. O escritório de advocacia Pogust Goodhead, que defende vítimas da tragédia de Mariana no processo em Londres, enviou uma nota ao Assunto afirmando que "ao contrário do que afirma o advogado Paulo Bessa, não há duplicidade de ações no Brasil e em Londres". "O processo na Inglaterra é uma ação de reparação coletiva privada, instrumento jurídico que não existe no Brasil. O caso no Brasil não é de autoria das vítimas e busca compensação financeira principalmente para o governo federal brasileiro e estados." De acordo com o escritório, "o processo na Inglaterra é uma oportunidade para que as vítimas sejam finalmente ouvidas e seus danos individuais reparados de forma justa e integral. A ação inglesa abrange a reparação de danos individuais e contempla perdas de sustento, saúde, cultura, e da própria dignidade das vítimas." "É uma oportunidade, portanto, de extrapolar a jurisdição da legislação brasileira e exercer a soberania dessa lei em outras cortes", diz a nota. "Além disso, a ação inglesa não é apenas sobre compensar as vítimas, mas também sobre responsabilizar uma das maiores corporações do mundo e enviar uma mensagem clara para as multinacionais: crimes como o de Mariana não ficarão impunes."

O julgamento da ação de 620 mil pessoas e 46 prefeituras contra as mineradoras BHP Billiton e Vale em Londres está previsto para começar em 21 de outubro de 2024. Até fevereiro de 2025 deverá sair a sentença que dirá se as empresas devem ou não pagar indenização, afirmou o advogado Tom Goodhead, 42 anos. Ele representa as vítimas.Goodhead espera um aumento no número de clientes brasileiros em seu escritório, o Pogust Goodhead, se vencer a ação. “Sou abordado todas as semanas”, disse em entrevista ao Poder360. “Acho que o caso Mariana certamente pode estabelecer um precedente da capacidade das vítimas que sentem as consequências dos poderes de uma espécie de capitalismo descontrolado”, declarou.

On today's episode of Mother Daughter Connections®, I'm joined by Elaine Lin Hering, author of the USA Today Bestselling book Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully.   Elaine is a facilitator, writer, and speaker. She works with organizations and individuals to build skills in communication, collaboration, and conflict management.   She has worked on six continents and facilitated executive education at Harvard, Dartmouth, Tufts, UC Berkeley, and UCLA. She is the former Advanced Training Director for the Harvard Mediation Program and a Lecturer on Law at Harvard Law School.   She has worked with coal miners at BHP Billiton, micro-finance organizers in East Africa, mental health professionals in China, and senior leadership at the US Department of Commerce. Her clients include American Express, Chevron, Google, Nike, Novartis, PayPal, Pixar, and the Red Cross.   Elaine previously taught negotiation and mediation at Monash Law School in Australia. Her research interests include unlearning silence, speaking up, and how race, gender, and nonapparent identities influence negotiation.   Elaine has B.A.s in Political Science and Music from the University of California Berkeley and a J.D. from Harvard Law School.   Elaine is also a wife and mom of a son.   Today, Elaine and I discuss: The human experience of silence How "culture" factors into learned silence What really contributes to the process of unlearning silence The impact of silence on motherhood   …and a WHOLE LOT MORE! __________________________________   To Connect With Elaine, go to…   LINKEDIN: https://www.linkedin.com/in/elainelinhering/ INSTAGRAM: https://www.instagram.com/elainelinhering/ WEBSITE: https://elainelinhering.com/   BUY A COPY of Elaine's Book: Unlearning Silence on Amazon (https://www.amazon.com/Unlearning-Silence-Speak-Unleash-Talent/dp/0593653602)   Author mentioned by Elaine: Micro Activism by Omkari Williams ________________________________________________________________   Need A Quick Solution? SCHEDULE A "MICRO SOLUTIONS" CALL WITH ME AT: http://bit.ly/microsolutionscall   __________________________________________________________________   Looking for a Mom Coach/Personal Trainer to help you improve your mother-daughter relationship?   Let me be your Mother Daughter Relationship Personal Trainer & Coach.   GET ON THE WAITING LIST for the  The Life Mirror Remedy® (TLMR) Program   EMAIL ME AT Dr.Deering@CurativeConnections.com Subject Line: "Life" to be added to the wait list today!   ____________________________________________________________________________   And Remember To: ↓   CLICK 5-STARS for this episode & WRITE A COMMENT IN THE REVIEWS.       Let's stay connected :)   Sincerely, Dr. Michelle Deering   PS: Make sure to CONNECT WITH ME THROUGH THESE RESOURCES:   PDF: The Quick Guide To Argue Less & Connect More With Your Daughter   Book (AUDIBLE): What Mothers Never Tell Their Daughters: 5 Keys To Building Trust, Restoring Connection, & Strengthening Relationships   Online Course:www.GetYourDaughterTalkingNow.com   Individual Consultation Services: Apply to The Life Mirror Remedy® Program (TLMR®)   ©2024 Dr. Michelle Deering | All rights reserved.   This podcast and its content are the copyrighted and owned material of Dr. Michelle Deering and Curative Connections® - ©Dr. Michelle Deering & ©Curative Connections LLC. Trademarked material is owned by Dr. Michelle Deering &/or Curative Connections LLC. No materials, in part or in whole, of this production may be copied and/or (re)distributed in any form or medium without the expressed written consent of the owner. | All rights reserved.

Drikus Combrinck, uitvoerende hoof van Capicraft gesels oor die rand, olieprys, en BHP Billiton. Volg RSG Geldsake op Twitter

Este jueves 15 de agosto se cumplió el tercer día de huelga en la mina Escondida, operada en Chile por la multinacional australiana BHP Billiton, lo que ha impulsado los precios mundiales del cobre a medida que se propagan las preocupaciones sobre el suministro del metal rojo.

Most of us say we'd speak up and do the right thing - that we'd not conform to horrible societal standards.  We hear that, for example, when people speak about what happened during World War II in Europe. Would you have been part of the Resistance, knowing that the risk included not only social shunning but indeed death? But we also hear that so many of you have a hard time speaking up when it comes to interrupting moments of racism, sexism, misogyny, ageism, homophobia - I mean, it can be really intimidating to use your voice.  Like, you *want* to do the right thing, but feel like you don't have all the information, don't know what to say, what the repercussions might be, for example. We're here to say that if there ever was a time for us to use our voice - from interrupting with people who want to take away other people's rights, to promoting equity, looking out for ourselves by getting what we need from relationships and communities, and using our right to vote in the voting booths this fall (because yes, a vote can be your voice as well) - now is the time. We're so grateful we get to bring you a meaningful and practical conversation that can help you reframe your understanding of why we become silent - and how to unlearn all of that intentionally, so we can start using our powerful voices again.   What to listen for: Shocking stats: “Kids ask roughly 125 questions per day. Adults ask about 6 questions per day. Somewhere between childhood and adulthood, we silence our curiosity.” What are the ramifications of becoming silent, especially with a 2024 lens? The three questions that each of us - intentionally or not - wrestle with around voice vs. silence: What are the costs of choosing voice? What are the benefits of staying silent? Given the costs and benefits of each, what makes sense to me? How being at a hyper-fast pace can not only lead us not to speak our minds, but lead us to silence others as well.  Tips around unlearning systemic silence, like asking who does this policy support and who does this policy silence or disadvantage?  About Elaine:   Elaine Lin Hering is a facilitator, writer, and speaker. She works with organizations and individuals to build skills in communication, collaboration, and conflict management. She has worked on six continents and facilitated executive education at Harvard, Dartmouth, Tufts, UC Berkeley, and UCLA. She is the former Advanced Training Director for the Harvard Mediation Program and a Lecturer on Law at Harvard Law School. She has worked with coal miners at BHP Billiton, micro-finance organizers in East Africa, mental health professionals in China, and senior leadership at the US Department of Commerce. Her clients include American Express, Chevron, Google, Nike, Novartis, PayPal, Pixar, and the Red Cross. She is the author of the USA Today Bestselling book Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully (Penguin, 2024).

Em 2018, os atingidos pelo rompimento da barragem da que deixou 19 mortos  acionaram as cortes britânicas. Eles pediam indenização e responsabilização da BHP Billiton, que tem sede em Londres e é acionista da Samarco.O Giro de Notícias mantém você por dentro das principais informações do Brasil e do mundo. Confira mais atualizações na próxima edição.

Elaine Lin Hering is the author of Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully. A facilitator, author, and speaker, Elaine helps organizations and individuals develop communication, collaboration, and conflict management skills. Her global experience spans six continents, and she has facilitated executive education at prestigious institutions such as Harvard, Dartmouth, Tufts, UC Berkeley, and UCLA. Formerly the Advanced Training Director for the Harvard Mediation Program and a Lecturer on Law at Harvard Law School, Elaine has worked with diverse groups, from BHP Billiton coal miners to senior leaders at the US Department of Commerce. Her clients include American Express, Chevron, Google, Nike, Novartis, PayPal, Pixar, and the Red Cross. Her upcoming book is set for release by Penguin in 2024.[show-notes-bio] Listen & Subscribe on: iTunes / Stitcher / Podbean / Overcast / Spotify Contact Info Website: www.ElaineLinHering.com [show-notes-contact] Most Influential Person Sora Kim (Mindfulness Coach) [show-notes-influence] Effect On Emotions I learned a very expensive lesson at Harvard Law School: Emotions are valid. I did not know this from my family of origin. Mindfulness is the awareness of how I am feeling. What emotions are coming up? Can I give them names? Can I label them? Can I interact with them? But any of that action first requires awareness. [show-notes-emotions] Thoughts On Breathing We should breathe regularly. Yeah. And deeply. And intentionally, right, the breathing exercises I've learned from my own therapist have helped me. It's nothing novel; four counts in, four counts out. As a singer, we always talked about breathing from the diaphragm rather than the shallow breath. And that's really similar to mindfulness breathing exercises. Again, the question to me is, why don't we do this more often, even if we know it is good for us? Even if we have experienced the positive impacts of the habit of breathing right, according to the pace around us. And that's the opportunity for each of us to choose. Bullying Story As a parent, I've had conversations about whether my kindergartener is being bullied or is the bully. Bullying is all about impact, regardless of intention. Take the kid who took a pencil to my son's head; the narrative was he wanted to play but didn't know how to approach safely. Bullying fascinates me because it's a disconnect between intention and impact. We often focus on our good intentions, saying, "That's not what I meant." But that doesn't absolve the negative impact or damage done to the recipient. Mindfulness, to me, is aligning good intentions with awareness of their impact on others. Are you receptive to feedback, whether it's someone saying "I'm hurt" or being silent? How do you reconcile your intentions with the actual impact? This intentionality is deeply interconnected with mindfulness. [show-notes-breathing] Suggested Resources Book: Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully Book: Micro Activism: How You Can Make a Difference in the World without a Bullhorn by Omkari L. Williams and Layla F. Saad App: The note-taking app on my phone [show-notes-resources] Related Episodes Nourishing Your Truth and Finding Your Voice; Shauna Reiter Intuition, Spirituality, and Our Inner Voice; Mary Ann Bohrer Exploring AI-Enhanced Storytelling; Richard Rosser Offer From Bruce Seeking relief from stress and anxiety? As a coach and hypnotist, I'm here to help you conquer your inner critic so you can confidently thrive. Email me at bruce@mindfulnessmode.com with 'I Am Determined' for a free coaching session. Let me help you pave the way to a fulfilling life.

  Election Results Impact on Markets Slow ballot counting with three ballots, 18.7% counted. CSIR prediction at 5%: ANC 42%, DA 22%, EFF 9%, MK 14%, Patrick Alliance 2%. Market concerns about ANC forming a coalition. Rand fluctuations: From 18.34 on Tuesday to 18.61 currently. [caption id="attachment_42259" align="aligncenter" width="849"] Rand | 1pm 30 May 2024[/caption] Pepkor Results: 9.5% revenue growth. 24.5% growth in fintech, now 12% of the business. Pepkor sells 7 out of 10 smartphones in South Africa. Woolies (Woolworths) Update: Earnings down 20% for the year ending June. Challenges in the clothing segment, further deterioration in footfall and discretionary spend. Food segment performing better, but overall market reaction negative. Zeda Results: Revenue growth of 19%, HEPs up 12.5%, return on equity at 28.5%. Surprise 50 cents dividend despite previous year-end dividend expectations. BHP Billiton and Anglo American Merger BHP walked away from the Anglo-American takeover proposal. Speculation about potential offers from Rio Tinto or Glencore. Anglo-American's disinvestment plans for De Beers and Anglo Platinum. Market Insights Discussion on Metrofile's challenges with dividend yield falling and pressure on share price. SAB Cap Investments' exit from Metrofile. South African Reserve Bank MPC rate announcement: No rate changes expected. Upcoming central bank meetings: ECB, FOMC, Bank of England, Swiss National Bank. Potential for future rate cuts in South Africa if inflation targets are met. Commodity webcast with Johann Erasmus available on Just One Lap. Insights into gold, PGMs, and copper. Mention of the cheaper gold ETF from 1nvest compared to Absa GLD. Changes in 10X ETFs: Local Dividend Aristocrat and Smart Beta merging into a Top 50 ETF. * I hold ungeared positions.

Desde Montevideo tuve el placer de entrevistar a Alejandro Motta. En este episodio conversamos sobre la importancia de la narrativa en el curriculum (entiendase Resumé, Curriculum Vitae, Hoja de Vida, otros), ejemplos y recomendaciones para poder ser recoradados por la persona que te esta evaluando tu curriculum. Alejandro es LinkedIn Top Voice, máxima distinción que otorga LinkedIn a sus líderes de opinión más influyentes.  Se dedica asesorar ejecutivos en marketing personal. Es uno de los 200 creadores más destacados de habla hispana en LinkedIn, número 5 en la categoría Career Coaching y número 1 en Uruguay. Imparte charlas para universidades de Perú, México, Colombia y España. Ha asesorado ejecutivos de empresas como Bayer, BHP Billiton, Decathlon, Disney o Zendesk. Cuenta con una certificación internacional como redactor avanzado de currículums, profesión que ejerce en tres idiomas: inglés, español y portugués. Es creador una comunidad virtual llamada «El Club de la Excelencia» (https://nas.io/excelencia), donde entrena en búsqueda de empleo y marca personal. Gracias, Alejandro por tu entusiasmo, tiempo, dedicación y el contenido de valor que nos compartiste. Bendiciones y mucho éxito. Espero se repita tu visita.  Pueden conseguir a Alejandro en LinkedIn: Alejandro Motta Executive Resume Writer. Te invito a que compartas este episodio con tus amigos y familiares. Espero puedas comentar y dejarme un Review en: https://podcasts.apple.com/us/podcast/transforming-knowledge/id1463123140 y suscribirte a Transforming Knowledge. Para más información sobre mi nuevo libro Liderazgo con Visión y Corazón presiona el siguiente link: ⁠https://www.amazon.com/Liderazgo-visi%C3%B3n-coraz%C3%B3n-estrategias-diferenciador/dp/B0CJHH8NCP⁠ ¡Sígueme en las redes sociales! Instagram @doctorabarbaraflores, Facebook, y Twitter @barbarafloresei, mi página web: www.barbaraflores.info, YouTube: Barbara FloresEI y en Linkedln Dr. Barbara Flores-Caballero. Dra. Bárbara Flores (Ganadora del Latin Podcast Award 2020 categoría Educación). Gracias por tu apoyo. Nota: Modern Jazz Samba Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/

How to find your voice when you need to be heard, learn when it's smart to choose silence, and communicate better with the people who matter most.Elaine Lin Hering is a former Lecturer on Law at Harvard Law School. She works with organizations and individuals to build skills in communication, collaboration, and conflict management. She has served as the Advanced Training Director for the Harvard Mediation Program and a Managing Partner for Triad Consulting Group. She has worked with coal miners at BHP Billiton, micro-finance organizers in East Africa, mental health professionals in China, and senior leadership at the US Department of Commerce. She is the author of the forthcoming book Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully.In this episode we talk about:How we learn silence and self-editing How we often miscalculate the cost-benefit when it comes to speaking up or staying silentElaine's four steps to learn how to speak up and find your voiceHow we can unintentionally silence others, especially those closest to us, and what to do about it Related Episodes:How to Speak Clearly, Calmly, and Without Alienating People | Dan Clurman and Mudita NiskerHow to Call People In (Instead of Calling Them Out) | Loretta RossDo You Feel Like an Imposter? | Dr. Valerie Young (Co-Interviewed by Dan's Wife, Bianca!)Sign up for Dan's weekly newsletter hereFollow Dan on social: Instagram, TikTokTen Percent Happier online bookstoreSubscribe to our YouTube ChannelOur favorite playlists on: Anxiety, Sleep, Relationships, Most Popular EpisodesFull Shownotes: https://www.tenpercent.com/tph/podcast-episode/elaine-lin-heringAdditional Resources:Download the Ten Percent Happier app today: https://10percenthappier.app.link/installSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

En una nueva edición del Rat Pack de Mesa Central, Iván Valenzuela conversó con las editoras Paula Comandari y Marily Lüders sobre el foco en la agenda de seguridad tras los carabineros asesinados en Cañete y la posible fusión de las mineras BHP Billiton y Anglo American.

Le plus grand groupe minier au monde, l'Australien BHP Billiton, veut encore grossir en rachetant son concurrent Anglo-American, qui a pour l'instant décliné son offre. Une folie des grandeurs alimentée par la flambée des cours du cuivre. Avec la transition énergétique, le métal rouge a changé de couleur : il appartient désormais à la catégorie des métaux dits « verts », ceux qui sont indispensables à la décarbonation. Il faut du nickel, du lithium et du cobalt pour cette transition, mais aussi du cuivre, beaucoup de cuivre pour l'électrification de nos systèmes énergétiques. Cette nouvelle demande, en augmentation constante depuis quinze ans, nourrit l'ascension spectaculaire des cours. Sur le marché londonien des métaux, le cours du cuivre a bondi de 18 % en deux mois. Vendredi, il a franchi la barre des 10 000 dollars la tonne.À lire aussiLe cours du cuivre au plus haut depuis 14 moisDes cours astronomiquesLes ventes de cuivre d'Anglo-Américain, très présent au Chili et au Pérou, les deux plus gros producteurs avec la Chine, ont explosé. Elles ont augmenté de 30 % entre 2022 et 2023. C'est cette rente que le géant australien espère capter. Il a mis 39 milliards de dollars sur la table. Pas assez estime le groupe convoité.Anglo-Américain connait lui aussi les enjeux. Les deux entités réunies détiendraient à elles seules 10 % de l'offre mondiale de cuivre. De quoi assurer une rente confortable pour les vingt ans qui viennent. Car la demande va continuer à grimper. Entre 2010 et 2024, la production a bondi de 8 millions de tonnes. Sans pour autant épancher la soif de cuivre.Un déficit de l'offre en perspectiveUn déficit pourrait même survenir dès cette année, prévoient plusieurs analystes. Selon le cabinet CRU, il faudrait extraire 4 millions de tonnes supplémentaires d'ici 2030 pour satisfaire la demande potentielle. Mais au lieu de croître, l'offre va commencer à décliner à partir de 2027, faute d'investissements suffisants dans l'ouverture de nouvelles mines. Les gisements riches en minerai sont de plus en plus rares, leur exploitation de plus en plus coûteuse, et très chronophage. Cela peut prendre 10 ans pour réunir le financement, obtenir les autorisations et vaincre l'hostilité grandissante des populations locales. La sécheresse qui sévit menace par ailleurs la production dans la moitié des mines en activité, alerte PWC. Des perspectives pas très rassurantes pour les consommateurs de cuivre, et donc pour l'indispensable transition énergétique.Une méga fusion inquiétante pour les consommateursLa méga fusion qui s'annonce ne va pas forcément arranger les choses. Dans l'immédiat, les consommateurs redoutent surtout qu'elle aggrave le problème. En détenant une part aussi importante de l'offre, le nouveau mastodonte pourrait imposer ses prix au mépris de ses rivaux. Les Chinois achètent la moitié de la production mondiale de cuivre. On les voit mal laisser faire une fusion qui réduirait leur pouvoir de négociation. Ils seront consultés et donneront évidemment leur avis sur l'opération. BHP Billiton doit aussi composer avec l'hostilité des Sud-Africains. Dans l'immédiat, l'Australien prépare une offre plus alléchante. Avec, bien sûr, un œil sur le marché. Le cuivre pourrait facilement grimper jusqu'à 12 000 dollars la tonne d'ici deux ans.À lire aussiCuivre: de nouveaux records de prix à venir?

In this episode we chat with Sam Pazuki, Managing Director and CEO at Matador Mining, an ASX listed junior exploring for high-grade gold with 2 assets, Cape Ray Gold and their Hermitage Project in Newfoundland. Sam has over 20 years of mining industry experience in senior leadership positions where he advised major mining companies, including BHP Billiton, as a management consultant within Ernst & Young's Advisory Services practice, and most recently as Senior Vice President, Corporate Development with Oceana Gold before taking the helm at Matador. He gives an update on the company, the current junior exploration market and what are the enablers and catalysts for the mining industry. KEY TAKEAWAYS Matador Mining is a junior exploration company focused on high-grade gold exploration in Newfoundland. The company has a district-scale land package and a strong board of directors with extensive industry experience. The CEO, Sam Pazuki, emphasises the importance of transparency and communication with shareholders in the junior exploration space. The market has been challenging for junior exploration companies, but Matador has secured strong shareholders and raised funds to support its exploration activities. The outlook for Matador Mining includes ongoing exploration activities, a winter drill program, and potential listing on the Toronto Stock Exchange. BEST MOMENTS "We've got a district scale land package on the largest Gold structure that's significantly under-explored."  "The market likes news flow. So you really need to set up a program where you're doing work for much of the year as possible."  "We need to do a better job to lower costs. But a big catalyst is easing of those inflationary pressures, easing of the supply chain issues." "We're all adults here. And, you know, our reputations are on the line, our credibility is on the line." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org Website: matadormining.com.au Email: info@matadormining.com.au Linkedin: https://www.linkedin.com/company/matador-mining X: @matadormining ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

This audio is brought to you by Wearcheck, your condition monitoring specialist. Canada-headquartered Giyani Metals, which operates in Botswana, has secured $16-million in financing from South Africa's Industrial Development Corporation (IDC) to advance a battery-grade manganese project in Botswana - and South Africa's Manganese Metal Co (MMC) of Mpumalanga is holding thumbs that the IDC, with which it has been in discussion for more than a year, will also co-fund the exciting new battery manganese project that is ready to be advanced in Mbombela. State-owned IDC financing is the cornerstone of a $26-million funding package for Botswana's proposed K Hill high-pressure manganese sulphate monohydrate (HPMSM) project - but funding from the IDC for construction of South Africa's initial HPMSM in Mbombela is still to be finalised. Canada's Giyani Metals has described the IDC funding as a resounding vote of confidence in K Hill, located in south-eastern Botswana The demonstration plant being completed in Johannesburg is scheduled to be followed by the construction of a commercial scale plant in Botswana. In Mpumalanga, MMC is dead keen to go ahead with a 5 000 t/y demonstration plant in Mbombela, and once its HPMSM is accredited goes into the batteries of the world, MMC will be able to step out and put South Africa on the map. "It's only finalisation of the funding that stands between us and construction of the initial demonstration plant. Successful demonstration of the business case would then result in a bigger commercial plant," MMC chairperson Bernard Swanepoel said in response to Mining Weekly. Regarding the finalisation of IDC funding, Swanepoel added: "We have been talking to the IDC for a year now. We hope they will co-invest." Manganese is going into battery electric vehicles (BEV) and battery energy storage for good technical and cost reasons, with formulations increasingly including manganese in batteries. MMC, already the producer of the world's purest manganese metal, is itself becoming greener and cleaner as it repositions for market acceptance in the BEV market, where there is major growth potential. Greening the one-gigawatt hours of energy that MMC needs a day is 1.8 MW of clean hydropower that is being sourced from a power station in the Crocodile river. MMC uses South African manganese fines to produce 3% of the world's manganese metal in the form of selenium-free electrolytic manganese metal (EMM). Fifty-six per cent of this is sold to Japan, 25% to the US, and 10% to Europe. The EMM is 99.9% pure, beating the next highest 99.7% A far-reaching new horizon is now extending for MMC, well beyond the EMM market into the burgeoning BEV market, with HPMSM. For some time, customers have been buying the company's EMM to dissolve it and make HPMSM, which has prompted the extension into HPMSH by MMC itself. MMC, which has 400 direct employees and 200 indirect contractor employees, in its last financial year earned South Africa R2.28-billion in export revenue, exporting mainly through the ports of Maputo and Durban, and paid R179-million in taxes. In days gone by, MMC was operated by a Samancor structure on behalf of BHP Billiton and Anglo American. Today it is owned by MM Holdings, held 70% by Bright Resources and 30% by To The Point. Trade & Industrial Policy Strategies (TIPS) senior economist Gaylor Montmasson-Clair describes MMC as a one-of-a-kind "industrial jewel" that should be supported on its growth trajectory. TIPS is an independent, non-profit, economic research institution based in Pretoria that was established in 1996 to support economic policy development, with an emphasis on industrial policy in South Africa and the region. As reported by Mining Weekly last week, Australia-listed but South Africa-functioning manganese mining company Jupiter Mines has produced a 99.9% pure sample of HPMSM using the Northern Cape's manganese ore and bringing into service an internally developed hydrometallurgical production...

Good morning to you,Sunday's piece on the inexorable rise of the far right and what to do about it has struck quite a few nerves. Check it out here, if you haven't already.In today's piece - considerably less political - which was first published in Moneyweek last Friday, we consider the sorry state of junior mining.Enjoy!DominicMining is infamously cyclical. But if ever there was an industry that blows desert hot and arctic cold, it is the subsector of small cap and early-stage companies known as junior miners. And boy has it been blowing cold.Many of the old hands are saying this is the worst bear market they have ever known. Worse than the 2013-15, when junior mining had a near-death experience, following the boom of the 2000s; worse than the bear market of the 1990s that came with colossally depressed metals prices at the end of a 20-year bear market and then the Bre-X scandal. Bre-X was one of the scams of the century. The Canadian gold mining company falsified gold samples from its mine in the middle of nowhere in Indonesia. The stock went up over 1,000-fold, from pennies to a C$6 billion valuation, before the fraud was exposed. Many were defrauded and the sector went into a prolonged depression, starving it of capital. The story became the basis for the film, Gold, starring Matthew McConaughey.Mining needs capital. It typically takes more than 15 years to take a mine from discovery to production. That's 15 years of drilling, development and mine building with no chance profit in sight - unless you sell your deposit to someone else who then has to find the capital to take it into production. Millions, sometimes billions of dollars are needed. There is no immediate return, there is no guaranteed return. Why invest in something with such long time horizons when you can invest in some tech play that will have its app uploaded to the app store, potentially generating revenue in a matter of months? The gains are quicker and the aggro is lower.A lot can happen in those 15 years developing a mine. The metals markets can change, from supply shortages sending prices higher to glut sending prices lower. The money markets can change - interest rates can go up, for example. The political situation can change - politicians might seize strategic assets or impose windfall taxes, anti-mining lobby groups might block development, ESG narratives might take hold and prevent progress. It might be that after 10 years of drilling you discover the deposit is not quite as economic as you once hoped.The Cycle TurnsMining is hard. Many walk away. Then there's no capital in the sector. With no capital, there's no new metal supply coming to market. Then there's a shortage of metal. Then, suddenly, we need to invest. Then capital floods the sector. It all starts to look rosy again. People make lots of money. Projects that will never make it to production start to get financed. Investors start to lose money. Rinse and repeat.With Vladimir Putin's invasion of Ukraine in 2022, commodities prices sky-rocketed. Supply chains were disrupted. Russian natural resources - and there are a lot of them - were now effectively off-line to the west. Nickel was probably the poster-child of the parabola. It suddenly spiked from around $17,000 to $100,000. The London Metals Exchange had never seen anything like it. Monday March 7th, 2022, was the date. That was the peak of the market. A bear market took hold. It has left the eyes of anyone invested in the sector bleeding. It doesn't matter if the metal being mined is base or precious, strategic or industrial, junior mining is in the doghouse. Metals prices themselves might not be that disastrous - gold is close to $2,000/oz. Copper is not far off $8,500/tonne. Iron ore is at $130/tonne. I've seen worse. The senior producers - the likes of BHP Billiton or Glencore - are not faring that badly either. It's the juniors - the development plays, the explorers - that have been slaughtered. There are exceptions. Uranium for example. We need uranium. Kazakhstan, the world's largest producer, is struggling to get its uranium to market in the west. It has Russia to the north, China, which will not export, the east. Afghanistan and Iran to the south. Ukraine to the east. It's geographically problematic. For that reason I like uranium and I think it's going higher. But more than 90% of the mining companies in the uranium mining ETFs will not see any production for at least a decade, probably two. Taking a uranium mine to production is an even longer process than for most other metals. The ETFs might be going up, but the companies within them are drains of capital. The only compelling reason to invest in them is that the value of their resources are perceived to be increasing. I wouldn't touch them myself. You are better off just owning the metal. Yellowcake (YCA.L), which stores it, is the way to play it.You could say the same for gold. Mining is supposed to give you leverage to the metal. That has not happened. This chart shows gold and the gold miners. When the chart is rising, miners are outperforming the metal. That has not happened in any sustained way for 20 years. The metal has been outperforming the miners. There are so many ways to own gold - ETFs, online bullion banks, futures, spreadbets, CFDs. Why take the individual company risk of a miner?Though, on the positive side, there are signs we are making a multi-year double bottom.If you are buying gold in these uncertain times, consider The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal. More here.The opportunityThe result of all of this is that there are junior mining companies that are currently offering extraordinary value. I'm not saying that in two months' time they won't be offering even more value. That is to say they've got even cheaper. They might well have. But in any case here is a selection of four companies that I think have a good chance of doubling or tripling if and when this sector turns up.Two of these are Canada listed. That is where most juniors are based. So if you are foolhardy enough to want to buy any of these companies, you will need a broker that deals in Canadian companies. (I use II, Interactive Investor. They have their shortcomings, but they are cheap. If you sign up with them, say I referred you – frizzers@gmail.com – and you will get a year for free, while I gets a referral fee).Sierra Madre Gold and Silver (SM.V)Sierra Madre Gold and Silver (SM.V) is putting a past-producing silver mine, La Guitarra, in Mexico back into production. A fortnight ago it declared it has dramatically more silver than previously thought. Its mineral resource estimate went from 17 million ounces to 47.4 million ounces of silver in total (measured and indicated). This is a big development. The news came quicker than expected and better than expected. In mining it's usually the reverse. The market barely shrugged. In a bull market this news would have doubled the stock.Sierra Madre will be producing silver next year. Permits are all in place. The mine reconstruction is months not years away from completion. It needs silver at around $13-14 to break even. The silver price is $23-24, so it makes around $10 profit on each ounce. (It will end up being lower than that. It always is. But you get the point). The mine's previous production was 1 to 2 million ounces per year. Sierra could produce at higher rates than previously anticipated given the increased resource, but even at the previous rate Sierra will make US$10-20m per year, which, for a US$36m market cap company, is pretty compelling. Anticipated production rates are: 800,000oz in year one, 1.3m oz in year 2, then 1.6m, 1.75m and 2.2mn by year 5. There is also potential to increase the resource when it drills out the eastern part of the property.It is going to need to raise several million in the next few months, but CEO Alex Langer has that in hand. The next piece of the jigsaw is for him to demonstrate that to a doubting market. Then production hopefully by summer next year. Langer is buying. I have been buying too. Andrada Mining (ATM.L)Andrada Mining (ATM.L) is a play on both tin and lithium. It started out as a tin miner with lithium and tantalum bi-product, but lithium discoveries at its Uis project in Namibia have proved so compelling that the company re-branded itself as Andrada (after Brazilian mineralogist, Jose Bonifacio de Andrada e Silva, who first discovered the lithium-bearing minerals, petalite and spodumene). The lithium story has been suffering a little of late as the ESG narrative has lost its way, but this could prove a globally significant resource. In any case, though not that many seem to realise, the destiny of Andrada's lithium is in the ceramics industry not batteries. Management is young and ambitious. The company is producing tin at profit. We are waiting for news on a big catalyst for the stock, which is its partnership with a “strategic investor”. There are, we gather, numerous applicants but this is a conversation that has been going on a long time. It's a 5p stock. It could easily be 10 or 15p if this deal comes off.Tharisa PLC (LSE.THS / JSE:THA)Another cheap London-listed mining play is Tharisa PLC (LSE.THS / JSE:THA), which now has a market cap below £200 million. It has suffered because platinum group metals (PGMs) have been so out of favour, though it also produces significant amounts of chrome, which it ships directly to China at considerable profit, from its eponymous Tharisa mine in South Africa. Tharisa alone supplies around 10% of China's annual chrome demand, and chrome prices remain strong. The company has US$127 million in cash, and cash on hand of US$269 million including debt of US$142.2 million. Its dividend yield is currently around 9%. The money is to construct its Karo project in Zimbabwe, but weak PGM prices mean it has delayed development by a year, which is unfortunate. Even without Karo, which the market appears to have deemed a liability not an asset,  earnings per share for this year are roughly 32p, putting it on a PE of 2. Next year those earnings will be lower if the slide in PGM prices continues, so EPS will be lower. Then again PGM prices could rise. By the time Karo is producing you could be looking at a company with 400,000oz per annum of PGM and 2m tonnes of chrome production with decades of mine life. Huge. The market hates it. But it's a bargain. If you are prepared to take on the risk of, one, South Africa and, two, mining.Moneta Gold (ME.TO)Oh, Moneta. Like an errant lover that promises heaven and delivers only heartache.Moneta is developing the largest undeveloped gold project in North America - the Tower Gold project - near Timmins, Ontario. Its mineral resource estimate (MRE) showed it has 12.8 million ounces. With a market cap of C$100m, that means its gold is currently priced at US$6/oz. It is not unheard of for companies in such mining friendly jurisdictions to trade at ten times that. For example, nearby Marathon Gold, which has around 4m oz, has just last week been taken out by Calibre Mining, for an equivalent of around $60/oz. But, with all the successful step-out and infill drilling that has taken place - it has put out something like 16 positive news releases in a row - that resource estimate is going to increase to, in my view, somewhere above 15m oz. But this is a huge project, a low-grade bulk deposit, and it needs bucketloads of capital to take it forwards. It also needs a new CEO. Chairman, Josef Vejvoda, is standing in as Interim CEO, while the search goes forward.The investment thesis is that this asset is simply too big to ignore and that a major will buy it. My concern is that this story is so well known now - why has a major not already gobbled it up? UPDATE: Right on cue we have this news of a merger. At first glance, this is not the big take out I was hoping for, but I'll be back with more thoughts in the next day or two. Final note I'd love to tell you that a bull market is around the corner - cripes, it is overdue - and that these things are going to rocket. I can't say that. I can say these things are cheap. But we are just going into North American tax selling season, when investors sell off their losers to take a tax loss. That is only going to add to the selling pressure. But the amazing bull market of 2016 began almost on the last day of tax-loss selling in 2015. Let's hope/pray for a repeat. Bull markets in junior mining tend to strike when you least expect them. Often they just happen with no apparent trigger. When they do happen, they happen fast and the moves can take your breath away. It's often better to book your seat on the bus in advance.This article first appeared in Moneyweek Magazine.Buying gold?My recommended bullion dealer is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal. More here.How to get a SIPP, ISA and access to US or Canadian stocksI use II, Interactive Investor, for all of the above. They have their shortcomings, but they are cheap.If you sign up with them, say I referred you – frizzers@gmail.com – and you will get a year for free, while I gets a referral fee.If you have signed up with Interactive Investor in the past, please can you drop me a line at the above email and let me know.Disclaimer:I am not regulated by the FCA or any other body as a financial advisor, so anything you read above does not constitute regulated financial advice. It is an expression of opinion only. Please do your own due diligence and if in any doubt consult with a financial advisor. Markets go down as well as up. I do not know your personal financial circumstances, only you do, but never speculate with money you can't afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Good morning to you,Sunday's piece on the inexorable rise of the far right and what to do about it has struck quite a few nerves. Check it out here, if you haven't already.In today's piece - considerably less political - which was first published in Moneyweek last Friday, we consider the sorry state of junior mining.Enjoy!DominicMining is infamously cyclical. But if ever there was an industry that blows desert hot and arctic cold, it is the subsector of small cap and early-stage companies known as junior miners. And boy has it been blowing cold.Many of the old hands are saying this is the worst bear market they have ever known. Worse than the 2013-15, when junior mining had a near-death experience, following the boom of the 2000s; worse than the bear market of the 1990s that came with colossally depressed metals prices at the end of a 20-year bear market and then the Bre-X scandal. Bre-X was one of the scams of the century. The Canadian gold mining company falsified gold samples from its mine in the middle of nowhere in Indonesia. The stock went up over 1,000-fold, from pennies to a C$6 billion valuation, before the fraud was exposed. Many were defrauded and the sector went into a prolonged depression, starving it of capital. The story became the basis for the film, Gold, starring Matthew McConaughey.Mining needs capital. It typically takes more than 15 years to take a mine from discovery to production. That's 15 years of drilling, development and mine building with no chance profit in sight - unless you sell your deposit to someone else who then has to find the capital to take it into production. Millions, sometimes billions of dollars are needed. There is no immediate return, there is no guaranteed return. Why invest in something with such long time horizons when you can invest in some tech play that will have its app uploaded to the app store, potentially generating revenue in a matter of months? The gains are quicker and the aggro is lower.A lot can happen in those 15 years developing a mine. The metals markets can change, from supply shortages sending prices higher to glut sending prices lower. The money markets can change - interest rates can go up, for example. The political situation can change - politicians might seize strategic assets or impose windfall taxes, anti-mining lobby groups might block development, ESG narratives might take hold and prevent progress. It might be that after 10 years of drilling you discover the deposit is not quite as economic as you once hoped.The Cycle TurnsMining is hard. Many walk away. Then there's no capital in the sector. With no capital, there's no new metal supply coming to market. Then there's a shortage of metal. Then, suddenly, we need to invest. Then capital floods the sector. It all starts to look rosy again. People make lots of money. Projects that will never make it to production start to get financed. Investors start to lose money. Rinse and repeat.With Vladimir Putin's invasion of Ukraine in 2022, commodities prices sky-rocketed. Supply chains were disrupted. Russian natural resources - and there are a lot of them - were now effectively off-line to the west. Nickel was probably the poster-child of the parabola. It suddenly spiked from around $17,000 to $100,000. The London Metals Exchange had never seen anything like it. Monday March 7th, 2022, was the date. That was the peak of the market. A bear market took hold. It has left the eyes of anyone invested in the sector bleeding. It doesn't matter if the metal being mined is base or precious, strategic or industrial, junior mining is in the doghouse. Metals prices themselves might not be that disastrous - gold is close to $2,000/oz. Copper is not far off $8,500/tonne. Iron ore is at $130/tonne. I've seen worse. The senior producers - the likes of BHP Billiton or Glencore - are not faring that badly either. It's the juniors - the development plays, the explorers - that have been slaughtered. There are exceptions. Uranium for example. We need uranium. Kazakhstan, the world's largest producer, is struggling to get its uranium to market in the west. It has Russia to the north, China, which will not export, the east. Afghanistan and Iran to the south. Ukraine to the east. It's geographically problematic. For that reason I like uranium and I think it's going higher. But more than 90% of the mining companies in the uranium mining ETFs will not see any production for at least a decade, probably two. Taking a uranium mine to production is an even longer process than for most other metals. The ETFs might be going up, but the companies within them are drains of capital. The only compelling reason to invest in them is that the value of their resources are perceived to be increasing. I wouldn't touch them myself. You are better off just owning the metal. Yellowcake (YCA.L), which stores it, is the way to play it.You could say the same for gold. Mining is supposed to give you leverage to the metal. That has not happened. This chart shows gold and the gold miners. When the chart is rising, miners are outperforming the metal. That has not happened in any sustained way for 20 years. The metal has been outperforming the miners. There are so many ways to own gold - ETFs, online bullion banks, futures, spreadbets, CFDs. Why take the individual company risk of a miner?Though, on the positive side, there are signs we are making a multi-year double bottom.If you are buying gold in these uncertain times, consider The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal. More here.The opportunityThe result of all of this is that there are junior mining companies that are currently offering extraordinary value. I'm not saying that in two months' time they won't be offering even more value. That is to say they've got even cheaper. They might well have. But in any case here is a selection of four companies that I think have a good chance of doubling or tripling if and when this sector turns up.Two of these are Canada listed. That is where most juniors are based. So if you are foolhardy enough to want to buy any of these companies, you will need a broker that deals in Canadian companies. (I use II, Interactive Investor. They have their shortcomings, but they are cheap. If you sign up with them, say I referred you – frizzers@gmail.com – and you will get a year for free, while I gets a referral fee).Sierra Madre Gold and Silver (SM.V)Sierra Madre Gold and Silver (SM.V) is putting a past-producing silver mine, La Guitarra, in Mexico back into production. A fortnight ago it declared it has dramatically more silver than previously thought. Its mineral resource estimate went from 17 million ounces to 47.4 million ounces of silver in total (measured and indicated). This is a big development. The news came quicker than expected and better than expected. In mining it's usually the reverse. The market barely shrugged. In a bull market this news would have doubled the stock.Sierra Madre will be producing silver next year. Permits are all in place. The mine reconstruction is months not years away from completion. It needs silver at around $13-14 to break even. The silver price is $23-24, so it makes around $10 profit on each ounce. (It will end up being lower than that. It always is. But you get the point). The mine's previous production was 1 to 2 million ounces per year. Sierra could produce at higher rates than previously anticipated given the increased resource, but even at the previous rate Sierra will make US$10-20m per year, which, for a US$36m market cap company, is pretty compelling. Anticipated production rates are: 800,000oz in year one, 1.3m oz in year 2, then 1.6m, 1.75m and 2.2mn by year 5. There is also potential to increase the resource when it drills out the eastern part of the property.It is going to need to raise several million in the next few months, but CEO Alex Langer has that in hand. The next piece of the jigsaw is for him to demonstrate that to a doubting market. Then production hopefully by summer next year. Langer is buying. I have been buying too. Andrada Mining (ATM.L)Andrada Mining (ATM.L) is a play on both tin and lithium. It started out as a tin miner with lithium and tantalum bi-product, but lithium discoveries at its Uis project in Namibia have proved so compelling that the company re-branded itself as Andrada (after Brazilian mineralogist, Jose Bonifacio de Andrada e Silva, who first discovered the lithium-bearing minerals, petalite and spodumene). The lithium story has been suffering a little of late as the ESG narrative has lost its way, but this could prove a globally significant resource. In any case, though not that many seem to realise, the destiny of Andrada's lithium is in the ceramics industry not batteries. Management is young and ambitious. The company is producing tin at profit. We are waiting for news on a big catalyst for the stock, which is its partnership with a “strategic investor”. There are, we gather, numerous applicants but this is a conversation that has been going on a long time. It's a 5p stock. It could easily be 10 or 15p if this deal comes off.Tharisa PLC (LSE.THS / JSE:THA)Another cheap London-listed mining play is Tharisa PLC (LSE.THS / JSE:THA), which now has a market cap below £200 million. It has suffered because platinum group metals (PGMs) have been so out of favour, though it also produces significant amounts of chrome, which it ships directly to China at considerable profit, from its eponymous Tharisa mine in South Africa. Tharisa alone supplies around 10% of China's annual chrome demand, and chrome prices remain strong. The company has US$127 million in cash, and cash on hand of US$269 million including debt of US$142.2 million. Its dividend yield is currently around 9%. The money is to construct its Karo project in Zimbabwe, but weak PGM prices mean it has delayed development by a year, which is unfortunate. Even without Karo, which the market appears to have deemed a liability not an asset,  earnings per share for this year are roughly 32p, putting it on a PE of 2. Next year those earnings will be lower if the slide in PGM prices continues, so EPS will be lower. Then again PGM prices could rise. By the time Karo is producing you could be looking at a company with 400,000oz per annum of PGM and 2m tonnes of chrome production with decades of mine life. Huge. The market hates it. But it's a bargain. If you are prepared to take on the risk of, one, South Africa and, two, mining.Moneta Gold (ME.TO)Oh, Moneta. Like an errant lover that promises heaven and delivers only heartache.Moneta is developing the largest undeveloped gold project in North America - the Tower Gold project - near Timmins, Ontario. Its mineral resource estimate (MRE) showed it has 12.8 million ounces. With a market cap of C$100m, that means its gold is currently priced at US$6/oz. It is not unheard of for companies in such mining friendly jurisdictions to trade at ten times that. For example, nearby Marathon Gold, which has around 4m oz, has just last week been taken out by Calibre Mining, for an equivalent of around $60/oz. But, with all the successful step-out and infill drilling that has taken place - it has put out something like 16 positive news releases in a row - that resource estimate is going to increase to, in my view, somewhere above 15m oz. But this is a huge project, a low-grade bulk deposit, and it needs bucketloads of capital to take it forwards. It also needs a new CEO. Chairman, Josef Vejvoda, is standing in as Interim CEO, while the search goes forward.The investment thesis is that this asset is simply too big to ignore and that a major will buy it. My concern is that this story is so well known now - why has a major not already gobbled it up? UPDATE: Right on cue we have this news of a merger. At first glance, this is not the big take out I was hoping for, but I'll be back with more thoughts in the next day or two. Final note I'd love to tell you that a bull market is around the corner - cripes, it is overdue - and that these things are going to rocket. I can't say that. I can say these things are cheap. But we are just going into North American tax selling season, when investors sell off their losers to take a tax loss. That is only going to add to the selling pressure. But the amazing bull market of 2016 began almost on the last day of tax-loss selling in 2015. Let's hope/pray for a repeat. Bull markets in junior mining tend to strike when you least expect them. Often they just happen with no apparent trigger. When they do happen, they happen fast and the moves can take your breath away. It's often better to book your seat on the bus in advance.This article first appeared in Moneyweek Magazine.Buying gold?My recommended bullion dealer is The Pure Gold Company, whether you are taking delivery or storing online. Premiums are low, quality of service is high. They deliver to the UK, US, Canada and Europe, or you can store your gold with them. I have an affiliation deal. More here.How to get a SIPP, ISA and access to US or Canadian stocksI use II, Interactive Investor, for all of the above. They have their shortcomings, but they are cheap.If you sign up with them, say I referred you – frizzers@gmail.com – and you will get a year for free, while I gets a referral fee.If you have signed up with Interactive Investor in the past, please can you drop me a line at the above email and let me know.Disclaimer:I am not regulated by the FCA or any other body as a financial advisor, so anything you read above does not constitute regulated financial advice. It is an expression of opinion only. Please do your own due diligence and if in any doubt consult with a financial advisor. Markets go down as well as up. I do not know your personal financial circumstances, only you do, but never speculate with money you can't afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Janet Talks to Paul about recent permits and startup plans for production at enCore's Rosita Project. Mr. Goranson, CEO and Director of enCore Energy Corp has thirty- three years of mining, processing and regulatory experience in the uranium extraction industry that includes both conventional and in-situ recovery (ISR) mining. Most recently, Mr. Goranson was the Chief Operating Officer for Energy Fuels Resources (USA) Inc., where he was responsible for the operations of the White Mesa Uranium Mill located in Southeast Utah, the Nichols Ranch ISR uranium and Sheep Mountain projects located in Central Wyoming, and the Alta Mesa ISR uranium project located in South Texas. He was closely involved at the federal level on trade actions and the President's Nuclear Fuel Working Group interagency process. Mr. Goranson served as President, Chief Operating Officer and Director for Uranerz, where he was responsible for commissioning, operating and expanding the Nichols Ranch ISR Uranium Project. In addition to those duties, he also managed uranium marketing, regulatory and government affairs, exploration, and land groups. Prior to Cameco Resources, Mr. Goranson was Vice President of Mesteña Uranium LLC where he led the construction, startup and operation of the Alta Mesa project, in Texas, that achieved over one million pounds of uranium production per year under his stewardship. At Mesteña, his responsibilities included responsibility for marketing uranium where he negotiated long term uranium supply contracts with nuclear utilities as well as spot uranium sales. Prior to Mesteña, Mr. Goranson was the manager for radiation safety, regulatory compliance and licensing with Rio Algom Mining LLC, a division of BHP Billiton, in Utah, New Mexico, and Wyoming, and he served in various operational management positions for Uranium Resources, Inc. (now Westwater Resources) in South Texas. Mr. Goranson most recently served as the President of the Uranium Producers of America, past President of the Wyoming Mining Association, Chairman of the Uranium Environmental Subcommittee for the National Mining Association, Board member of the National Mining Association, and is currently a Board member of the Brush Country Groundwater Conservation District. Mr. Goranson is a registered Professional Engineer in the State of Texas, and he holds a Master of Science in Environmental Engineering and a Bachelor of Science in Natural Gas Engineering from Texas A&M University-Kingsville and Texas A& I University, respectively.

The practice of capturing steam bursting through the earth's surface to generate electricity has been around for more than a century. This is the traditional concept of geothermal energy. But thanks to research and development in both the private and public sectors, new forms of capturing subsurface heat have been developed. Fervo Energy, an advanced geothermal start-up, made headlines this year with breakthroughs in drilling techniques inspired by those of oil and gas. After a successful 30-day pilot this summer, known as Project Red, Fervo proved it can produce 24/7 carbon-free energy using enhanced geothermal systems.  So what led to these breakthroughs? And what role can geothermal play in the energy transition?  This week host Bill Loveless talks with Tim Latimer about innovation in geothermal technology and scaling opportunities in the U.S. Tim is the co-founder and CEO of Fervo Energy. After studying geothermal energy in grad school at Stanford University, he started the company in 2017 with Jack Norbeck. Before Stanford, Tim worked as a drilling engineer for BHP Billiton in the Permian and Eagle Ford basins in Texas. He has also worked as a consultant for the Boston Consulting Group, Biota Technology, and McClure Geo-mechanics.

Genesis Fertilizers is a partnership that will be majority owned by Western Canadian farmers to build a urea production and distribution facility to be located at Belle Plaine, Saskatchewan, and a network of seven storage and distribution facilities across the three Prairie provinces.One of those distribution centers will be in Northeast Saskatchewan at Tisdale. This proposed project, if completed, will be new investment in, and will create jobs at, the newly established agricultural industrial park in Tisdale. Terry Drabiuk is the Vice President of Business Development for Genesis.He'll talk about the company's plans and how farmers can get involved.Four provincial farm organizations want the Saskatchewan government to examine the proposed merger between Bungee and Viterra. Agricultural Producers Association of Saskatchewan, along with crop commissions SaskCanola, SaskWheat and SaskBarley have sent a joint letter to Agriculture Minister David Marit making the request.Farmers are worried about less competition. A recent poll of farmers found that well over 80 percent were concerned about a lack of competition if the Bunge/Viterra deal is approved. APAS President Ian Boxall shares those concerns and points to the province's examination of the 2012 Glencore-Viterra merger as a precedent . . . along with a 2010 proposed merger between Potash Corp and BHP Billiton, which eventually fell through.See omnystudio.com/listener for privacy information.

All eyes were on the Jackson Hole meeting in Wyoming, noted mining audiences manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with correspondent Paul Harris and Stillwater Critical Minerals' CEO Michael Rowley. Stillwater Critical Minerals (TSX.V: PGE | OTCQB: PGEZF) is a Canadian mineral exploration company focused on its flagship Stillwater West Ni-PGE-Cu-Co + Au project in the Stillwater mining district of Montana, U.S. 2023 drilling is currently underway. In the spring the company received an investment from mining giant Glencore. On Friday Fed Chair Jerome Powell gave a much-anticipated speech at the key economic gathering striking a hawkish tone on U.S. monetary policy, saying that the inflation fight is not finished and the Fed still “has a long way to go” to get inflation tamed. Powell said the U.S. economy may not be cooling down like the Fed wants to see in order to choke off inflationary pressures. He also noted that the U.S. central bank is prepared to raise interest rates further, if warranted. Bottom line from Fed observers: hawkish, but not that hawkish. The world's largest diversified miner, BHP Billiton, released its fiscal year end. BHP had its weakest annual profits in three years – weighed down by soft iron ore prices. China's sluggish economic revival and the West's hawkish response to inflation were hurting the miner's numbers. Regarding China, the key commodity country's economic fate is in the government's hands. BHP wrote that trajectory is contingent on the effectiveness of recent policy measures.

Guest: Chloe Hoffman is an Associate Attorney at Richard Spoor Inc Attorneys. The firm specializes in public interest litigation and she joins John to discuss the motivations, aims and potential consequences of the the groundbreaking class action that the firm has taken against South32, BHP Billiton and Seriti Power to provide legal remedies for sick miners and the families affected by coal mine dust lung disease (CMDLD).See omnystudio.com/listener for privacy information.

In this video, we'll perform a BHP stock analysis and figure out what BHP Group looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for BHP Billiton. And answer is BHP one of the best stocks to buy at the current price? Find out in the video above! Global Value's BHP Group stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue BHP Group ($BHP) | BHP Group Stock Value Analysis | BHP Group Stock Dividend Analysis | BHP Dividend Analysis | $BHP Dividend Analysis | BHP Group Intrinsic Value | BHP Intrinsic Value | $BHP Intrinsic Value | BHP Billiton Intrinsic Value | BHP Group Discounted Cash Flow Model | BHP Group DCF Analysis | BHP Discounted Cash Flow Analysis | BHP DCF Model #BHP #BHPGroup #BHPstock #mining #miningstocks #ironore #copper #ironmining #coppermining #Billiton #stockmarket #dividend #stocks #investing #valueinvesting (Recorded June 19, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

Part 2 - Janet and Paul return for Part 2 of their episode to discuss the start and future of Texas ISR and the uranium industry Mr. Goranson, CEO and Director of enCore Energy Corp has thirty- three years of mining, processing and regulatory experience in the uranium extraction industry that includes both conventional and in-situ recovery (ISR) mining. Most recently, Mr. Goranson was the Chief Operating Officer for Energy Fuels Resources (USA) Inc., where he was responsible for the operations of the White Mesa Uranium Mill located in Southeast Utah, the Nichols Ranch ISR uranium and Sheep Mountain projects located in Central Wyoming, and the Alta Mesa ISR uranium project located in South Texas. He was closely involved at the federal level on trade actions and the President's Nuclear Fuel Working Group interagency process. Mr. Goranson served as President, Chief Operating Officer and Director for Uranerz, where he was responsible for commissioning, operating and expanding the Nichols Ranch ISR Uranium Project. In addition to those duties, he also managed uranium marketing, regulatory and government affairs, exploration, and land groups. Prior to Cameco Resources, Mr. Goranson was Vice President of Mesteña Uranium LLC where he led the construction, startup and operation of the Alta Mesa project, in Texas, that achieved over one million pounds of uranium production per year under his stewardship. At Mesteña, his responsibilities included responsibility for marketing uranium where he negotiated long term uranium supply contracts with nuclear utilities as well as spot uranium sales. Prior to Mesteña, Mr. Goranson was the manager for radiation safety, regulatory compliance and licensing with Rio Algom Mining LLC, a division of BHP Billiton, in Utah, New Mexico, and Wyoming, and he served in various operational management positions for Uranium Resources, Inc. (now Westwater Resources) in South Texas. Mr. Goranson most recently served as the President of the Uranium Producers of America, past President of the Wyoming Mining Association, Chairman of the Uranium Environmental Subcommittee for the National Mining Association, Board member of the National Mining Association, and is currently a Board member of the Brush Country Groundwater Conservation District. Mr. Goranson is a registered Professional Engineer in the State of Texas, and he holds a Master of Science in Environmental Engineering and a Bachelor of Science in Natural Gas Engineering from Texas A&M University-Kingsville and Texas A& I University, respectively.

Após ser suspenso durante o período eleitoral, as discussões sobre um novo acordo de reparação para o crime socioambiental de responsabilidade das mineradoras Vale, Samarco e BHP Billiton, ocorrido em 2015 na bacia do Rio Doce, foram retomadas. A principal preocupação sobre o tema, que vem motivando manifestações e articulações dos atingidos, e também do Poder Legislativo, é que o acordo se dê nos moldes da repactuação acordada, em 2021, sobre o crime da Vale em Brumadinho.

Part 1 - Janet Talks to Paul about the uranium industry, in-situ recovery, and the financial crisis of 2008 Mr. Goranson, CEO and Director of enCore Energy Corp has thirty- three years of mining, processing and regulatory experience in the uranium extraction industry that includes both conventional and in-situ recovery (ISR) mining. Most recently, Mr. Goranson was the Chief Operating Officer for Energy Fuels Resources (USA) Inc., where he was responsible for the operations of the White Mesa Uranium Mill located in Southeast Utah, the Nichols Ranch ISR uranium and Sheep Mountain projects located in Central Wyoming, and the Alta Mesa ISR uranium project located in South Texas. He was closely involved at the federal level on trade actions and the President's Nuclear Fuel Working Group interagency process. Mr. Goranson served as President, Chief Operating Officer and Director for Uranerz, where he was responsible for commissioning, operating and expanding the Nichols Ranch ISR Uranium Project. In addition to those duties, he also managed uranium marketing, regulatory and government affairs, exploration, and land groups. Prior to Cameco Resources, Mr. Goranson was Vice President of Mesteña Uranium LLC where he led the construction, startup and operation of the Alta Mesa project, in Texas, that achieved over one million pounds of uranium production per year under his stewardship. At Mesteña, his responsibilities included responsibility for marketing uranium where he negotiated long term uranium supply contracts with nuclear utilities as well as spot uranium sales. Prior to Mesteña, Mr. Goranson was the manager for radiation safety, regulatory compliance and licensing with Rio Algom Mining LLC, a division of BHP Billiton, in Utah, New Mexico, and Wyoming, and he served in various operational management positions for Uranium Resources, Inc. (now Westwater Resources) in South Texas. Mr. Goranson most recently served as the President of the Uranium Producers of America, past President of the Wyoming Mining Association, Chairman of the Uranium Environmental Subcommittee for the National Mining Association, Board member of the National Mining Association, and is currently a Board member of the Brush Country Groundwater Conservation District. Mr. Goranson is a registered Professional Engineer in the State of Texas, and he holds a Master of Science in Environmental Engineering and a Bachelor of Science in Natural Gas Engineering from Texas A&M University-Kingsville and Texas A& I University, respectively.

The critical metal sector saw two big deals during the second last week of the year, noted Michael McCrae, mining audiences manager at Kitco  On Friday McCrae recorded Kitco Roundtable with John Feneck, Portfolio Manager and Founder of Feneck Consulting. This week the world's largest miner, BHP, firmed up terms to acquire OZ Minerals. Deal has been upsized to $6.39 billion. For comparison, the Agnico-Pan American-Yamana deal was $4.8 billion. OZ Minerals has copper and nickel operations in Australia. Forbes reports that the acquisition could be BHP's biggest in over a decade. The deal follows the trend of big miners investing in the battery metal space: Sibanye-Stillwater buying ioneer and Keliber, Rio Tinto spending $2.4 billion on Serbian lithium project Jadar. Last year BHP Billiton lost the fight to acquire Noront Resources and its rich nickel project in Ontario.  Keeping with the battery metal theme, Lithium Americas is set to acquire Arena Minerals for $227 million. CEO Jonathon Evans said the transaction will consolidate development projects in Argentina. Lithium Americas plans to cut itself in two in 2023 with one company focusing on Latin America and the other on North America with the goal of unlocking value. Roundtable also covered macro picture with Feneck predicting a hard landing due to the Federal Reserve's aggressive moves to fight inflation. 

Don is the founder of The Swank Guide, a new travel curation/review platform across social media channels. He co-founded and is on the board of, Green-Canopy NODE, a building technology company. Don's one of the few entrepreneurs who's taken start-ups through both Y Combinator and TechStars, the world's two most selective start-up accelerators. Don founded the Harbor Foundation, a non-profit focused on providing opportunities to refugees, while he was chairman of Zenogen Pty, Ltd, a Sydney-based hydrogen-tech company. Don co-founded the clean-tech company Synthesis Energy Systems and co-led its NASDAQ listing. Don was a Vice President at BHP Billiton and a vice president and country manager at Enron. Don is a US-qualified lawyer who practiced law in Hong Kong, studied architecture in Sydney in his 40s, and has traveled to over 60 countries. He's lived in Europe, China, and Australia and now lives in Seattle. Guest Links: Website: http://www.swankguide.com/ Youtube: https://www.youtube.com/channel/UCrGbFJcVaPPFUv_lFoHr0Iw TikTok: @theswankguide Instagram: @swank_guide Facebook: @theswankguide SJS Website: Thesuccessjourneyshow.com Facebook: @successjourneyshow Instagram: @successjourneyshow Twitter: @success_show TikTok: @thesuccessjourneyshow

The Consumer Price Index number released on Wednesday marked a turning point in the markets, argued Kitco's mining audiences manager Michael McCrae.On Friday McCrae recorded Roundtable with Kitco correspondent Paul Harris and Exploration Insights editor Joe Mazumdar.The Wednesday inflation news from the Labor Department shows that U.S. consumer prices were unchanged in July. The CPI was flat last month after advancing 1.3% in June. A drop in oil prices were credited. McCrae argued that the inflation narrative has weakened."It's just one month's data, but there was a sea change. Money came back to beaten up tech. The NASDAQ was up 1.51% for the week," said McCrae. "Beaten up copper hit a six-week high on hopes the Fed will stop tightening. It finished the week at the $3.70 pound level.""Although gold was an inflation trade, it had been taken down in the past few months but also rose this week. Gold shot through 1800 on the CPI announcement and finished the week in the 1790s."Companies are releasing their Q2s, and some are indicating that inflation has peaked.Panelists also talked about Barrick's quarter, Gold Fields attempt to acquire Yamana Gold and BHP Billiton's play for Oz Minerals.

Einen Tag bevor die Europäische Zentralbank ihren Zinsentscheid bekannt gibt, mehren sich die Spekulationen über dessen Höhe. Bislang war die Rede von 25 Basispunkten, doch angesichts der weiter rasant steigenden Inflation würden nun 50 Basispunkte diskutiert. Sie hören, wie hoch die Wahrscheinlichkeit dafür ist.Ebenfalls am morgigen Donnerstag gibt es die Antwort auf die Frage, ob Russland das Gas wieder durch Nord Stream 1 fließen lässt. Laut Plan sind die Wartungsarbeiten morgen früh beendet. Vor diesem Hintergrund die wichtigsten Punkte einer neuen Studie des Internationalen Währungsfonds (IWF) zu den Folgen eines Ausfalls.Von der Wall Street folgen neue Unternehmensbilanzen. Mit besonderer Spannung erwartet worden sind die Zahlen von Netflix. Der Streaming-Anbieter steht zunehmend unter Druck.Die “Aktie des Tages” führt diesmal nach Australien. Der weltgrößte Rohstoff- und Bergbaukonzern BHP Billiton hat neue Zahlen vorgelegt und zugleich eine Warnung hinsichtlich der weltweiten Wirtschaftsentwicklung ausgesprochen. See acast.com/privacy for privacy and opt-out information.

It's been a busy period for mining powerhouse Anglo American formally bidding farewell to its turnaround CEO, Mark Cutifani, dubbed the rocketman by the FM recently, and releasing a disappointing first quarter operating update with a 10% production decline blamed on wet weather in Brazil and South Africa as key factor. Since Cutifani took over the reins from Cynthia Carroll who was roundly criticized for overpaying on Minas Rio, the group has weathered some tough times but last year more than doubled its earnings and paid out a record $6.2bn to its shareholders amid soaring global prices for its products and solid performances from its operations. Its share price has now topped £40 — more than three times what it was when Cutifani embarked on the restructuring in mid-2013 and almost 20 times its early 2016 low. The group has outperformed its mining industry peers such as BHP Billiton and Rio Tinto over the past nine years, delivering an annual average 20% total return to shareholders which beat Cutifani's 15% target. Michael Avery talks to the rocketman Mark Cutifani, former CEO of Anglo American

Peter is an experienced equities analyst specialising in Metals and Mining sectors who has previously held positions as Head of Australian Metals and Mining at Deutsche Bank, Head of Global Metals and Mining at Credit Suisse. Prior to his roles within Financial Services as a research analyst, Peter held operational roles with Rio Tinto for five years and BHP Billiton for five years. His current role today is the Metals & Mining research analyst at Shaw and Partners. In this episode, Felicity and Candice talk to him about his extensive time in the industry, and ask for him to share a few ideas about where to be looking for opportunities.Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ****Calling all bulls, bears and party animals.The market's closed and the bar is open. Come and trade ideas at Australia's biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it's an inspiring and empowering event for investors of any level of experience.Save the date - 15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. Talk Money To Me is part of the Acast Creator Network. See acast.com/privacy for privacy and opt-out information.

Tom welcomes a new guest to the show Shaun Usmar. Shaun is CEO of Triple Flag Precious Metals a Royalty and Streaming Company. He began in the business as a metallurgist in steel and aluminum. After that, he ended up in a senior executive role at various companies. This gave him a broad perspective on the metal industry. For many reasons conventional financing in the industry is difficult and this created an opportunity for alternative business models. Their Streaming and Royalty offerings function to help fill that gap. Conventional financing has yet to return to the precious metals industry. It's increasingly important for companies to secure supply chains. Inflation and geopolitics are boosting gold. The sector is still underperforming but eventually, it will attract the generalist investor. We're still early on in this bull market and inflation seems unlikely to normalize. Shaun discusses the various factors including wages, commodity prices, energy, and supply issues that could affect mining operators. Liquidity is important in this environment and higher-cost operations could experience problems. Pent-up demand due to the pandemic could put further pressure on goods and services. He hoped to see more consolidation in the mining market. When creating a Royalty program it's important to work within the needs of the resource company and develop a good solution. ESG is also important today and it's important to work with like minded companies that give back to the regions where they operate. The industry needs new talent and disciplined young people to enter the mining sector. Technology and innovation are also lacking and hopefully, we see development. Hopefully, we could see an Elon Musk equivalent become excited about mining and perhaps revolutionize the industry. The world needs resources. Lastly, he discusses some of his experiences and lessons from being in the industry. Time Stamp References:0:00 - Introduction0:33 - Why Focus on Gold?4:04 - Conventional Finance?6:36 - Gold and Uncertainty11:09 - Wage Price Spiral12:30 - Commodities & Inflation19:22 - Sanctions & Gold20:06 - Consolidation and M&A23:04 - Structuring Royalties27:57 - Younger Generations32:07 - Royalties & Risks35:07 - Optionality36:37 - Experience & Lessons42:50 - Wrap Up Talking Points From This Episode How Royalty and Streaming provide an alternative to traditional financing.Effects and impact of inflation and possibility of a continued wage-price spiral.The mining industry needs younger technologically minded talent. Guest Links:Website: https://www.tripleflagpm.com/LinkedIn: https://www.linkedin.com/in/shaun-usmar/ Shaun Usmar is an international mining executive with over 25 years of experience working around the globe in operational, financial, and executive leadership roles in some of the world's largest and fastest-growing mining companies. Prior to founding Triple Flag, Mr. Usmar served as Senior Executive Vice President and Chief Financial Officer of Barrick Gold Corporation, from 2014 to 2016, where he helped restructure the company. He joined Xstrata in 2002 as an early senior executive member of the management team that grew the company into one of the world's largest diversified miners at the time of its acquisition by Glencore in 2013. His roles at Xstrata included General Manager of Business Development in London, Chief Financial Officer of Xstrata's global Ferro-Alloys business in South Africa, and Chief Financial Officer of Xstrata's global Nickel business in Canada. Before joining Xstrata, Mr. Usmar worked at BHP Billiton in Corporate Finance in London and started his career in mining operations in the steel and aluminum industries as a production engineer. Mr. Usmar is the Vice-Chair of Make-A-Wish Canada. Shaun holds a Bachelor of Science in Engineering in Metallurgy and Materials from the University of Witwatersrand in South Africa, and an MBA from the Kellogg School of Management at ...

NorthIsle Copper and Gold Inc. (“NorthIsle”) is a Vancouver based junior resource company committed to the development of the North Island Project on Northern Vancouver Island. The North Island Project is a 38,000 hectare block of mineral titles 100% owned by NorthIsle stretching northwest from the now closed Island Copper Mine of BHP Billiton, which is located 10 km south of Port Hardy.

While big deals in the gold space are getting done, the battery metal space is seeing more aggressive mergers and acquisitions, noted panelist Mining Audiences Manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with Kitco correspondent Paul Harris.For much of 2021 Wyloo Metals and BHP Billiton were in a bidding war for Noront Resources, which is advancing its Eagle's Nest nickel, copper, platinum and palladium deposit located in Ontario. In October Sibanye-Stillwater beat several bidders and paid $1.0 billion for both the Santa Rita nickel mine and the Serrote copper mine in Brazil.The gold space has seen less competition. The year's biggest deal, Agnico Eagle-Kirkland Lake Gold, lacked a premium or other suitors. The overhang of expensive deals from the last decade weighs on gold miners. McCrae also said battery metal producers are paying more since they clearly see a lack of supply in EV space.

If you have ever wondered how your interests might intersect with a legal career, then this is the episode for you. My guest is Celeste Koravos, not only is she a lawyer but a certified engineer and skilled Japanese linguist. How did she create a unique career with her varied interests and talents? Listen to find out! If you enjoyed this episode and it inspired you in some way, we'd love to hear about it and know your biggest takeaway. Head over to Apple Podcasts to leave a review and we'd love it if you would leave us a message here! In this episode you'll hear: How Celeste combined law with engineering and Japanese to become a uniquely skilled lawyer How she used her maternity leave to experiment with combining a “real life MBA” with her love of coffee How Celeste took responsibility for her career by asking for and getting an international placement that was not on the list The differences in the legal systems and laws in Japan and Australia The importance of contributing to your community in any way you can even when you are “busy” Celeste's top tips for your legal career The importance of horizontal versus vertical relationships Her favourite podcasts, books and other fun facts About Celeste Celeste Koravos is a Senior Commercial Counsel, Asia-Pacific, at Maxeon Solar Technologies. As President of Australia Japan Society of Victoria she is also passionate about contributing to the bilateral Australia-Japan relationship, building relationships, connecting people and creating new value. In early 2021, Celeste worked as the Director, Directions at COVID-19 Legal at Victorian Government Department of Health. Prior to that she was Legal Counsel at Mitsui & Co. (Australia) Ltd, advising various business divisions and group companies in Australia and New Zealand. She also has extensive private practice experience in leading Australian and international law firms in Melbourne and Tokyo where she advised on complex construction, engineering and large-scale infrastructure projects. Celeste is also a qualified civil engineer (first class honours) with industry experience including BHP Billiton (coal bed methane), Exxon Mobil (gas and power marketing) and ARRB Group (traffic and transport). Celeste enjoys interfacing technical, legal and commercial aspects of projects. Connect with Celeste LinkedIn:https://www.linkedin.com/in/celestekoravos/ Website: https://ajsvictoria.org.au/ Links T-Site Bookstore https://store.tsite.jp/daikanyama/ Seven types of ambiguity by Elliot Perlman https://www.amazon.co.jp/Seven-Types-Ambiguity-Elliot-Perlman/dp/1594481431 Connect with Catherine Linked In https://www.linkedin.com/in/oconnellcatherine/ Instagram: https://www.instagram.com/lawyeronair Facebook: https://www.facebook.com/catherine.oconnell.148 Twitter: https://twitter.com/oconnelllawyer

Terrence Burns is best known as the “Bidding Guy” (in his own words), having supported and worked on more successful Olympic bids than anyone else in the industry. Lots of great stories and learn from his incredible experiences at Delta Airlines (which inspired several books) to working with sponsors and brands across the world. Great insights into the Olympic Games, from bidding processes and how it has changed, to branding the Games, to emotions which describes what the Rings mean to people.  Enjoy the history lesson of the Games while watching the Tokyo Olympics 2020-21.      Key Highlights Starting at the bottom of Delta Airlines fresh out of College –  Maintenance Utility Employee & working his way up the ranks over a period of 15 years  Official Airline of the 1996 Olympic Games in Atlanta – how it all started  Leading Delta's sponsorship program of the Games, massive learning curve.  Key setting clear KPI's, to manage the board expectations Moving from being a Client to the Agency side with Meridien Management, official marketing agency of the IOC Joining Founders Chris Welton and Laurent Scharapan as Sn. VP Marketing – commissioned first proper research on the IOC and Olympic brand   McDonald's five Cheeseburger Olympic story to illustrate the change in thinking Sponsors have to tell a story to show consumers why they are involved and build the connection.  The fee is just the entry ticket to the party.  Celebrate Humanity Campaign with Robin Williams  Talking numbers of Olympic programs in early 2000 – both for the TOP and LOC program  Salt Lake City crisis and how it turned around through “research lead facts” with sponsors  Losing Moscow Bid, character building and leading to the next gig – Sochi  Partnering with Frank Craighill, one of the foundering partners of ProServe (Donald Dell's Agency) and Chris Walton to launch Helios (adding Chris Renner, Prescient later) Success with Five Olympic bids & 2 World Cups , bringing Wrestling & Golf back into the Games, Asian Games, etc – helping to steer those bids and creating the stories around it PyeongChang winning bidding story vs Munich's losing story  New IOC approach to decide on future locations – no longer beauty parades, now Executive Board looks at which cities reflect the Olympic Values and best location for the movement  Emotional Senegal story – Olympics means “hope”  Asian Games gig – a balancing act – Doha 2030 and Saudi Arabia 2034 Current focus for him – working with Sponsor on the great decade of global Sports for North America, from the 2026 World Cup to the 2028 LA Olympics to potentially the Winter Olympics in 2030 Basic advice to sponsors – don't sign the BTA (Basic Terms of Agreement) before you get advice from an expert Latest numbers, US$ 200 million fees for TOP or LOC programs (4 year cycle) – the ratio of fees to activation investment debate LA Bid about the next 100 years of the Olympic movement  Sochi story – the US$ 50 billion number unpacked  Tokyo 2020-21 thoughts to wrap it up – differences in sponsor mind set in Japan or China vs the US market   About Terrence Burns I have a long history in Olympic marketing, dating from 1993. My background is unique, and includes:  A combination of sponsorship consulting/sales, Olympic and World Cup bidding, Olympic Agreement negotiation, and international sports branding and communications. Serving "on all sides of the table" - as an Olympic sponsor, as a rights holder with the IOC/Meridian, and as a consultant to bidding cities and nations, rights holders and sponsors around the world. Advising clients as varied as Allianz, the Australian Rugby Union, Australian Football Federation, Samsung, Petro-Canada, the City of Moscow, BHP Billiton, TNT China, Bell Canada, Dow Chemical, Nissin Foods, the International Olympic Committee, and the International Paralympic Committee to name but a few. Directing Delta Air Lines' highly successful sponsorship of the 1996 Atlanta Olympic Games. Joined the IOC's then-new external marketing agency, Meridian Management SA after the Atlanta Games where I served as Senior Vice President – Marketing, responsible for managing the marketing and client servicing relationships with the IOC's global TOP Partners. At Meridian, I helped spearhead the first-ever global assessment and positioning of the Olympic Brand, resulting in the IOC's first brand image campaign, “Celebrate Humanity”. Served as the lead brand and marketing consultant for the successful Beijing 2008, Vancouver 2010, Sochi 2014, PyeongChang 2018, and Los Angeles 2028 Olympic bids, the 2018 Russia FIFA World Cup & United 2026 FIFA World Cup bids, and the Doha 2030 Asian Games bid. Served as the lead brand strategist for Golf and Wrestling's bids to return to the Olympic Games.   Follow us on our social sites for the latest updates Instagram: https://www.instagram.com/sportsentrepreneurs/ Facebook: https://www.facebook.com/marcusluerpodcast LinkedIn: https://www.linkedin.com/company/sports-entrepreneurs Website: https://marcusluer.com Podcast: https://marcusluer.com/podcast To get in touch, please email us at podcast@marcusluer.com   Feel Good by MusicbyAden https://soundcloud.com/musicbyaden Creative Commons — Attribution-ShareAlike 3.0 Unported — CC BY-SA 3.0 Free Download / Stream: https://bit.ly/_feel-good Music promoted by Audio Library https://youtu.be/bvgIqqRStcQ

The Democrats stimulus plan will be positive for gold, but it will be extremely positive for copper, said John Steen, associate professor at the University of British Columbia's mining school. On Friday Steen joined Kitco Roundtable to discuss stimulus, renewables and the electrification of everything, and the knock-on affect on metals, chiefly copper and nickel. Steen was joined by correspondent Paul Harris; editor Neils Christensen; and mining audiences manager, Michael McCrae. Republican and Democrat leaders are negotiating a COVID-19 stimulus package in excess of $2 trillion. President Biden is ahead in the polls, which could tilt the eventual stimulus to policy goals favored by Democrats. "A Biden win is extremely positive for copper. The estimated cost of preparing the electricity grid in the U.S. ... is about a trillion dollars. That's a huge stimulus, but it's a wicked amount of copper," said Steen. Steen argues that the whole story of battery material demand seems to be driven by cars and Tesla, but that misses a larger picture. "In the mining space, we have to look beyond the cars. Cars are getting a lot of attention [due] to the magnetism and charisma of Elon Musk, but there's a much, much bigger story here. It's the electrification of everything." Steen notes that China plans to use its stimulus to decarbonize, and 4,000 tonnes of copper are needed to produce enough solar panels for 1GW  of electricity. Big miners like Rio Tinto and BHP Billiton are preparing for future copper demand. In the spring the number two gold miner, Barrick Gold, said it is on the hunt for copper deals. Earlier this week Newmont's Tom Palmer told Reuters that copper would account for up to one-fifth of the metal produced by the end of the decade given its current project pipeline. Copper is currently trading at a two-year high.