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Newcore Gold CEO Luke Alexander joins Mining Stock Daily to discuss the company's newly released Pre-Feasibility Study for the Enchi Gold Project in Ghana and the market's sharp reaction to the results. Luke explains the strategic decision to transition from a heap leach concept to a conventional CIL operation, why the change creates a more robust and financeable project, and how the current valuation compares to Enchi's long-term economics. The conversation also explores the opportunity to improve the mine plan through ongoing drilling, the path toward a mining license, and why management believes the project is becoming increasingly attractive to potential acquirers as it advances along the development curve. Finally, Luke outlines the key catalysts investors should watch over the next 12 to 18 months as Newcore continues to de-risk Enchi and build value through exploration, engineering, and permitting.
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q1 2026 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec. Q1/26 MDN Operating Highlights: Q1 Gold equivalent production of 12,842 Gold Equivalent Ounces (“GEO”) vs 11,163 GEO in Q1 2025 Heap leach production of 8,787 GEO continues to increase as water availability improves Underground development work continued at an accelerated pace, with record development meters during the period Access to new underground ore zones expected in Q2 2026, delivering higher-grade ore to the CIL plant, improving head feed grade, and increasing production CIL plant continues to process a blend of stockpile material and additional ore from underground development, resulting in total production of 4,055 GEO in Q1 through the CIL plant Acquisition of Falcon Properties has the potential to extend Heap Leach operations based on historical drill results. Combined with the existing exploration program, the acquisition is expected to position the mine to add new mineable material quickly Full year production guidance of 50,000-60,000 GEO maintained AISC of $1,348/oz Au during Q1 2026 Record Adjusted EBITDA of $28.7 million for Q1 2026, benefiting from unhedged gold position Strong Cash Position of $31.4 million at quarter end Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the first quarter. He also highlighted the advantages of the Falcon Properties acquisition, and how it adds years to the existing heap leach mine life, as well as substantial exploration upside. We discuss the key objectives from the ongoing 70,000 meter drill program will be looking to extend mine life in a substantial way and find new high-grade areas, at surface and underground, for future mine sequencing. Next we got an update on the ongoing work from the previously announced unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion' was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 17 people that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information. Moving on to the Mont Sorcier Iron Project in Quebec, there are final workstreams feeding into the Bankable Feasibility Study slated for release here in Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace. The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn't even fully reflect the gold production asset. We wrap up discussing the underappreciated valuation that the company is receiving for the both the producing MDN mine in Argentina, the development-stage Lagoa Salgada and large Net Present Value of the Mont Sorcier Project. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Send me a derm question or story through text or voicemail!A new JAK inhibitor has officially entered the veterinary market but where does it fit into managing allergic dogs?In this episode of The Derm Vet Podcast, I sit down with boarded veterinary dermatologist Dr. Christine McKinney from Merck Animal Health to discuss Numelvi, the newest JAK inhibitor approved in the United States for canine allergic dermatitis. We break down what makes this medication unique, how it compares to other allergy therapies, and why having multiple treatment options matters when managing complicated allergic patients.We also dive into practical approaches for itch control, infection management, and building confidence when treating chronic allergy cases in practice. If you manage itchy dogs regularly and want to stay up to date on the latest dermatology treatments, this episode is packed with valuable clinical insights.Watch The Episode: https://www.youtube.com/@thedermvet3932Follow The Derm Vet Podcast: https://www.instagram.com/thedermvetpod/Follow Me: https://www.instagram.com/thedermvet/Timestamps and references: 7:26: At the recommended treatment dose, Numelvi is at least 10X more selective for JAK1 over the other JAK enzymes in in vitro assays. Reference: Kowalski T, Schuette S. The second-generation Janus kinase inhibitor atinvicitinib is a potent and highly selective inhibitor of JAK1. Vet Dermatol. 2026;37(2):179.8:03: At the recommended treatment dose, Numelvi is at least 10X more selective for JAK1 over the other JAK enzymes in in vitro assays. Reference: Kowalski T, Schuette S. The second-generation Janus kinase inhibitor atinvicitinib is a potent and highly selective inhibitor of JAK1. Vet Dermatol. 2026;37(2):179.8:07: JAK1 is the primary driver of itch and inflammation. Reference: Huang I, Chung W, Wu P, Chen C. JAK-STAT signaling pathway in the pathogenesis of atopic dermatitis: an updated review. Front Immunol. 2022;13:106826010:36: At the recommended treatment dose, Numelvi is at least 10X more selective for JAK1 over the other JAK enzymes in in vitro assays. Reference: Kowalski T, Schuette S. The second-generation Janus kinase inhibitor atinvicitinib is a potent and highly selective inhibitor of JAK1. Vet Dermatol. 2026;37(2):179.21:52: Numelvi, starts reducing itch within 2-4 hours in a canine interleukin-31 (cIL-31)-induced pruritus model Reference: Kowalski T, Prohaczik A, Locke K, Samson C, Hope K. The second-generation Janus kinase inhibitor atinvicitinib significantly reduces pruritus 2-4 hours after dosing dogs in a canine interleukin-31 model. Vet Dermatol. 2026;37(2):179-180.23:13: Numelvi, starts reducing itch within 2-4 hours in a canine interleukin-31 (cIL-31)-induced pruritus model Reference: Kowalski T, Prohaczik A, Locke K, Samson C, Hope K. The second-generation Janus kinase inhibitor atinvicitinib significantly reduces pruritus 2-4 hours after dosing dogs in a canine interleukin-31 model. Vet Dermatol. 2026;37(2):179-180.Timestamps00:00 Intro02:29 The Complexity of Canine Allergic Dermatitis06:44 What is Numelvi and How Does it Work?13:50 Dosing Guidelines and Tablet Specifications16:57 Candidate Selection and Infection Control21:37 Onset of Action and Efficacy Timeline24:08 Final ThoughtsThis episode is sponsored by Merck Animal Health
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Interview with Sam Lee, CEO, Northisle Copper & Gold Our previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-district-scale-vision-with-wheaton-institutional-backing-8233Recording date: 21st April 2026Northisle Copper & Gold is advancing one of British Columbia's largest undeveloped copper-gold districts at a critical juncture for Western critical minerals development. The company recently raised over $150 million to fast-track its flagship project through pre-feasibility study following designation as a top priority within BC's Critical Minerals Office, marking a fundamental validation of both the project's strategic importance and technical merits.Despite this institutional endorsement, Northisle trades at just 0.3 times analyst consensus net asset value—within the typical range for preliminary economic assessment-stage projects but below the 0.4-0.7x band associated with pre-feasibility stage assets. This valuation gap presents a systematic re-rating opportunity as the company achieves de-risking milestones throughout 2025 and 2026.The published economics demonstrate considerable upside sensitivity to current commodity prices. The February 2025 preliminary economic assessment showed $5 billion after-tax NPV using $2,900 gold and $4.60 copper, whereas current analyst consensus stands at $3,400 gold and $4.70 copper. This pricing differential alone suggests substantial NPV expansion beyond the published figures.Management is executing three parallel initiatives to enhance project economics: incorporating the 1.2-kilometer West Goodspeed discovery (showing 0.7-1% copper equivalent at surface) into Q2 2026 resource estimates; optimizing metallurgical recoveries through potential CIL plant twinning to increase Phase 2 gold recovery from 63% to 80%; and accelerating permitting timelines through government and First Nations partnerships.Beyond the flagship deposit, Northisle controls 40 kilometers of a 50-kilometer porphyry district with 70 years of inherited exploration data valued at over $40 million. CEO Sam Lee characterizes this as a "free call option" on world-class discovery potential that doesn't factor into current valuations.The capital structure strategy emphasizes diversified, low-cost financing sources. Wheaton Precious Metals' cornerstone investment positions the company to access precious metals streaming at 0-4% cost of capital, while strategic off-take agreements would unlock sub-2% Exim Bank debt. Management maintains 12-13% ownership and requires 3-5x returns on any equity dilution, ensuring shareholder alignment through development.Learn more: https://www.cruxinvestor.com/companies/northisle-copper-goldSign up for Crux Investor: https://cruxinvestor.com
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their full year 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec. 2025 Financial Highlights Annual Production for 2025 of 50,238 Gold Equivalent Ounces (“GEO”); and AISC of US$1,746 per ounce, in line with guidance 2026 Production guidance of 50,000 to 60,000 GEO weighted to H2/26 Adjusted EBITDA of $22.3 million for Q4, and $46.1 million for the full year AISC of $1,391 during Q4 vs $1,953 in Q4/24 due to higher production Completed hedging program provides full future leverage to high gold prices Focus remains on ramping up underground production during Q2/Q3, while water availability returns heap leach production to nameplate capacity and lower unit costs Extensive operational optimizations are completed and underway to reduce unit costs and expand production capabilities 70,000 meter Exploration Program positioned to support resource growth at MDN with four new owner-operated drill rigs currently turning at surface. Additionally underground is set to commence in the next couple of months. Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the quarter. With improved crushing for the quantity of ore being put on the leach pads and the contribution of new higher-grade areas from the underground mining running through the CIL plant, this will help reduce down unit costs in 2026. We highlight how the ongoing 70,000 meter drill program will be looking to extend mine life in a substantial way and find new high-grade areas for future mine sequencing. Next we got an update on the ongoing work from the previously announced unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion' was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 17 people that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information. Moving on to the Mont Sorcier Iron Project in Quebec, there are final workstreams feeding into the Bankable Feasibility Study slated for release here in Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace. The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn't even fully reflect the gold production asset. We wrap up discussing the underappreciated valuation that the company is receiving for the both the producing MDN mine in Argentina, the development-stage Lagoa Salgada and large Net Present Value of the Mont Sorcier Project. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
LOFÁCIL existe en el límite entre las canciones pop y las atmósferas de la electrónica experimental. En sus canciones al desarraigo y el retorno, María y Carlos exploran el poder de la voz para comunicar desde lo visceral, un lenguaje común a la experiencia humana capaz de generar una conexión directa de corazón a corazón. Esa conexión es su música. Su última publicación, “Territorios imaginarios” (2026), explora el umbral entre las profundidades de la Tierra y el cielo que amenaza tormenta, habitando las cicatrices en el paisaje de su territorio (Asturias) - fantasmas, monstruos industriales cuya escala y memoria conjuran las presencias espectrales de nuestro imaginario colectivo.Escuchar audio
#stockmarket #finance #investing #reliance #nifty50 #bse #crudeoil #itsector #jio #vedanta #coalindia #modi #iranwar #lpg #businessnewsGet the latest stock market news! Today we cover Reliance Industries' 4% stock plunge due to new export duties, the ongoing energy crisis with LPG updates, and a $7 billion acquisition spree by Indian IT giants. Plus, updates on Jio Financial, Vedanta's demerger, and PM Modi inaugurating a new semiconductor plant.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start00:25 Rising Crude oil prices01:42 Rising Gsec yields02:44 US AWACS Aircraft Damaged03:21 Iran Restricts Hormuz Transit05:12 Houthis Enter West Asia Conflict06:51 Govt Boosts Commercial LPG Supply08:00 CIL E-Auction Premiums Hit 35pc09:11 India Relaxes Kerosene Rules10:06 Govt Rules Out Lockdown11:04 IT Firms Ramp Up Acquisitions12:20 Bihar Plans BSPTCL IPO13:32 India-US Trade Deal Progresses14:07 Jio Financial's Insurance Plans14:19 CIL to Invest ₹3,300Cr in Washeries14:57 Reliance Shares Tumble 4pc15:45 PM Modi to inaugurate semiconductor OSAT plant in Gujarat16:10 Vedanta set to split into five listed companies next month16:32 Knowledge Section
In this company update, I sat down with Luke Alexander, President and CEO of Newcore Gold (TSX.V:NCAU - OTCQX:NCAUF), to discuss the milestones achieved at the Enchi Gold Project in Ghana. Following the recent injection of $10.3 million from warrant proceeds, Luke provides a deep dive into the company's ongoing 45,000 meter program (soon to be increased), the discovery of high-grade feeder zones, and what investors can expect as the company advances toward a Pre-Feasibility Study (PFS) in mid-2026. Key Discussion Points: Exploration Progress and Expansion: The company has completed approximately two-thirds of its 45,000-meter drill program, with plans to expand further thanks to a strong cash position. High-Grade Deep Discovery: Recent results highlighted intercepts such as 147.5 g/t gold over 1 meter, signaling significant high-grade underground potential similar to neighboring world-class mines. Strategic Shift to CIL: Luke explains the move to a CIL processing flow sheet, which is expected to increase gold recoveries by 10–15% compared to previous heap-leach models. Upcoming Catalysts: The discussion covers the timeline for the updated Mineral Resource Estimate (MRE) and the much-anticipated release of the PFS slated for June 2026. If you have any follow up questions for Luke please email me at Fleck@kereport.com. Click here to visit the Newcore Gold website. --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Newcore Gold CEO Luke Alexander shares insights from the Indaba Mining Conference, highlighting the positive sentiment in the market. Luke also provides some context into the commissioning of a pre-feasibility study (PFS) for the Enchi Gold project. The discussion covers the transition from a heap leach to a CIL process flowsheet, the long-term strategy for the Enchi project, and the timeline for the PFS completion.
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q4 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key development catalysts on tap at the Mont Sorcier Iron-Vanadium project in Quebec. Q4 2025 Financial Highlights Gold Equivalent Ounce ("GEO") Production of 13,806 GEO for the 4th Quarter 2025 Full year production of 50,238 GEO; in line with guidance Initial Underground production at Paloma achieved and now delivering ore to the plant, supporting higher grade throughput and growing production CIL plant received additional ore from underground development, mainly in December, resulting in total production of 5,968 GEO in Q4 through CIL plant Heap leach production of 7,838 GEO impacted by low water availability, reducing irrigation capacity 2026 Production Guidance of 50,000 to 60,000 GEO weighted to H2/26 Exploration Program positioned to support resource growth at MDN with four new drill rigs now on site Development activities continue to progress at both the Lagoa Salgada and Mont Sorcier projects Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the combination of heap leach and underground gold equivalent ounce production for the quarter. With improved crushing for the quantity of ore being put on the leach pads and the contribution of new higher-grade areas from the underground mining running through the CIL plant, this will help reduce down unit costs moving into 2026. There is an ongoing 70,000 meter drill program that will be looking to extend mine life in a substantial way and find new high-grade areas. Next we unpacked the discuss the purported unfavourable opinion of the environmental impact assessment (EIA) for the Lago Salgada VMS Project in Portugal. This ‘unfavourable opinion' was issued after expiry of statutory deadline under Portuguese EIA legislation. The Company maintains its position that the project has been tacitly approved. Mark reiterated that the purported unfavorable opinion was issued despite the project being the first mining project in Portuguese history to receive unanimous favourable opinion for the Project by all 14 entities that make up the Technical Evaluation Committee. The Company is working on a resolution and will update the market when it has more information. Moving on to the Mont Sorcier Iron Project in Quebec, there are workstreams feeding into a Bankable Feasibility Study slated for Q2 of 2026. Recent metallurgical test work has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%, which gets a premium in the iron marketplace. The NPV(8%) of the is project in the prior PEA was US$1.6Billion, so even at a very low multiple being applied to this Project, it more than underpins the current market cap that the company is currently receiving, and yet the market cap doesn't even fully reflect the gold production asset. We wrap up discussing the underappreciated valuation that the company is receiving for the producing MDN mine in Argentina when compared to peer gold producers with even lower production numbers. Then, when that undervaluation is viewed in combination with the value proposition from the ongoing derisking work at the Mont Sorcier, then it is clear the market hasn't been ascribed any value to that project at present; presenting a compelling rerating potential as the Feasibility Study clarifies the project economics. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Interview with Keith Boyle, Director & CEO of New Found GoldOur previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-2025s-strategic-transformation-to-2026-production-8915Recording date: 23rd January 2026New Found Gold Corporation has commenced the execution phase of its flagship Queensway gold project in Newfoundland by awarding the engineering, procurement and construction management contract to WSP Canada. The appointment culminates a competitive selection process involving seven firms and positions the company to achieve first production in late 2027 through an integrated development strategy coordinating engineering, environmental permitting, and project financing.The development plan centres on expanding the acquired Pine Cove mill to 1,400 tonnes per day capacity by converting the facility from flotation to a gravity-CIL circuit and adding a parallel processing train using equipment relocated from the Nugget Pond facility. This approach leverages existing permitted infrastructure obtained through the Maritime Resources acquisition rather than constructing greenfield facilities, reducing both capital requirements and development timeline risk. Pine Cove currently processes 700 tonnes per day from the Hammerdown mine, which is ramping to steady-state production in the first half of 2026 and will generate cash flow during Queensway development.CEO Keith Boyle's selection of an EPCM (Engineering, Procurement, Construction Management) contract structure over traditional EPC reflects management's experience in project delivery and prioritisation of execution certainty over aggressive cost minimisation. The EPCM approach allows collaborative execution with WSP while maintaining owner involvement and flexibility for design optimisation as engineering advances. WSP was selected from five proposals based on relevant mill expansion experience and commenced preliminary work before year-end, establishing early integration with New Found Gold's permitting and financing timelines.The company has structured its path to production around three parallel workstreams coordinated by COO Robert Assabgui. Vice President of Sustainability Jared Saunders is advancing the environmental assessment application through Stantech, targeting submission in Q1 2026. Stantech secured Firefly Metals' environmental approval in 45 days during 2025, providing a relevant precedent for timeline expectations. The environmental assessment process operates independently of WSP's engineering advancement, allowing simultaneous progress without creating schedule dependencies.Meanwhile, Cutfield Freeman is structuring project financing for Queensway development, with management reporting strong interest from potential financing partners. The financing workstream must align with engineering schedules to ensure capital availability for long-lead equipment purchases and construction mobilisation following permit approvals. These represent the next critical milestones following environmental assessment approval.The investment case combines multiple elements: de-risked development through acquired infrastructure, experienced management executing proven development models, near-term catalysts providing sequential de-risking opportunities, Newfoundland's permitting certainty, and management's reported financing confidence. The Hammerdown production ramp provides near-term cash flow while Queensway advances through development, creating a portfolio structure with both production and development components.Investors should monitor environmental assessment approval, financing commitment announcement, and long-lead equipment procurement as key milestones over the next 12-18 months. Each milestone achievement should reduce perceived execution risk and potentially re-rate valuation toward production-stage multiples. The late 2027 production target provides a defined investment horizon for evaluating execution progress, while the current gold price environment above $4,500 per ounce provides economic headroom supporting proper engineering investment without compromising project returns.New Found Gold's disciplined approach to service provider selection and integrated execution framework positions the company to differentiate itself among junior developers through demonstrated execution capability rather than aggressive timelines with minimal professional support.View New Found Gold's company profile: https://www.cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com
Interview with Tara Christie, President & CEO of Banyan Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/banyan-gold-tsxvbyn-high-grade-explorer-attracts-institutional-interest-with-76m-oz-resource-7940Recording date: 30th December 2025Banyan Gold (TSXV:BYN) has emerged as a compelling opportunity in North America's gold development space, hosting 7.6 million ounces across 2.2 million indicated and 5.4 million inferred resources at its road-accessible AurMac project in Canada's Yukon Territory. The company closed 2025 with nearly $40 million in treasury following strategic financings, including backing from Peruvian mining family Alpayana, positioning it to execute an aggressive 40,000-meter drill program in 2026 at efficient costs of $350 per meter.Management implemented a transformative geological model in 2025 that identifies predictable high-grade zones exceeding 1 gram per ton gold. This technical advancement enables focused drilling on areas that will drive early mine economics through starter pits, converting previously classified waste blocks to ore while expanding deposit boundaries. The company shifted its development strategy from heap leaching to conventional milling with gravity-CIL processing, delivering 93% recovery rates and reducing technical risk for future partners.A preliminary economic assessment scheduled for second half 2026 represents a critical milestone, utilizing gold price assumptions around $3,000 per ounce versus the $2,050 used in current resource estimates. This higher pricing could substantially expand pit shells and highlight project economics at a time when major producers desperately need large-scale assets in secure jurisdictions.An unexpected silver discovery adds further upside, with intercepts reaching 14 kilograms per ton within broader high-grade zones. With silver trading at multi-year highs, this mineralization could materially enhance project value.Trading at approximately 0.16 times net asset value compared to peer averages of 0.4, Banyan presents significant valuation upside. The combination of existing infrastructure including hydroelectric power, a mining-friendly Yukon government, district-scale potential, and completed metallurgical derisking positions the company as an attractive M&A candidate for majors seeking reserve replacement in Tier 1 jurisdictions.View Banyan Gold's company profile: https://www.cruxinvestor.com/companies/banyan-gold-incSign up for Crux Investor: https://cruxinvestor.com
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q3 2025 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina. We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, and unpack the key upcoming development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec. Q3 2025 Financial Highlights Gold equivalent production of 13,832 Gold Equivalent Ounces (“GEO”) vs 11,437 GEOs in Q2 2025 (+21%) at an AISC of $1,915/oz Adjusted EBITDA of $11.8 million for Q3 2025, and Cash at $16.5 million Partial hedge expires end December increasing future gold sale prices Full year guidance of 50,000-55,000 GEO maintained: Heap leach production growing as expanded crushing capacity and improved recoveries result in another record of quarterly production of 10,429 GEO (+33% vs Q2) Q4 Underground mining production ramping up with underground development at Paloma advancing, and three access portals targeted to reach production stopes by year-end. CIL plant starting to receive ore from underground development, production expected to ramp up in Q4/2025 as higher-grade underground material supplants lower grade stockpile feed in the mill 20,000 meter exploration program expanded by 50,000 meters to a 70,000 meter surface program, with additional rigs to arrive in the fourth quarter Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the record heap leach gold equivalent ounce production for the quarter. There is expanded and improved crushing capacity at the heap leach, from the newly installed secondary crusher, and this will continue to be impactful on a move-forward basis in Q4 and beyond, with the quantity of ore being placed on the pad having increased, and with it helping to reduce down unit costs in the latter part of H2 2025. Next we unpacked the growing value proposition at the Lagoa Salgada VMS Project in Portugal, with a Post-tax NPV of US$147 million and a 39% IRR in the current Feasibility Study. This Project adds both substantial precious metals resources along with critical minerals exposure (42 % Gold & Silver, 24% zinc, 14% copper, and 5% tin) to the future production profile. We also discuss the various work streams leading to optimized Feasibility Study in Q4, a construction decision by mid-2026, and with first production slated for early 2028. We wrap up discussing the underappreciated value and ongoing derisking work that is moving towards a Bankable Feasibility Study which has been moved back to Q2 of 2026 at the Mont Sorcier Iron Project in Quebec. Recent metallurgical test work, has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. Click here to see the latest news from Cerrado Gold. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
You've received an invitation that reads “Dress code: Cocktail attire”. What is this ‘code'? And more importantly, what will you wear? In this episode, we demystify the most common dress codes so that you can feel comfortable at any event. - Te vexwendinek wergirtiye ku li ser wê nivîsiye"Koda cil û bergan: Cilên kokteylê". Ev 'kod' çi ye? Û ya girîngtir, divê tu çi li xwe bikî? Werin em kodên cil û bergan ên herî gelemperî ji hev veqetînin da ku tu di her rûdanekê de xwe rehet hest bikî.
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q3 2025 operational metrics, along with the expansionary exploration program at the producing Minera Don Nicolas gold mine in Argentina. We also unpack the value proposition and key upcoming development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec. Q3 Operating Highlights Q3 Production of 13,868 GEO vs 11,437 GEO in Q2 2025 (+21%) Heap leach production growing as expanded crushing capacity and improved recoveries result in record quarterly production of 10,465 GEO (+33% vs Q2) Underground development at Paloma is advancing, with ramp well advanced and three access portals targeted to reach production stopes in Q4 CIL plant starting to receive ore from underground development, production expected to ramp up in Q4/2025 as higher grade underground material supplants lower grade feed in the mill Expanded crushing capacity results in substantial additional tonnage to the leach pad and record quarterly production Underground Development to access production stopes in Q4 supporting increase in mill head grade and production 2025 Production Guidance revised to 50,000 to 55,000 GEO Exploration Program expanded with an additional 50,000m planned for 2026 (in addition to the existing ~15,000m program in 2025) Mark and I review their Minera Don Nicolas producing gold project in Argentina, and the record heap leach gold equivalent ounce production for the quarter. There is expanded and improved crushing capacity at the heap leach, from the newly installed secondary crusher, and this will continue to be impactful on a move-forward basis into Q4 and beyond, with the quantity of ore being placed on the pad having increased, and with it helping to reduce down unit costs in the latter part of H2 2025. The production profile will also keep growing with the underground mining having now commenced. With higher gold prices, the CIL plant continued to process lower-grade stockpiles in Q3/25, but new high-grade material from the underground mining operations has started to be blended with that moving forward, and this will increase the average grade throughput at the mill. Another area of future growth will be the ongoing drill program of about 15,000 meters this year and another 50,000 meters slated for next year (once all 4 drill rigs are in place). It will be a combination of underground exploration work targeting new areas of mineralization and growing the mine life, in addition to surface drilling that is exploring around the open pit resources, as well as identifying additional satellite open-pits at surface. Next we unpacked the growing value proposition at the Lagoa Salgada VMS Project in Portugal, with a Post-tax NPV of US$147 million and a 39% IRR in the current Feasibility Study. This Project adds both substantial precious metals resources along with critical minerals exposure (42 % Gold & Silver, 24% zinc, 14% copper, and 5% tin) to the future production profile. We also discuss the various work streams leading to optimized Feasibility Study in Q4, a construction decision by Q1 2026. Construction is targeted for H2 of 2026, with first production slated for early 2028. We wrap up discussing the underappreciated value and ongoing derisking work that is moving towards a Bankable Feasibility Study in Q1 of 2026 at the Mont Sorcier Iron-Vanadium in Quebec. Recent metallurgical test work, has reaffirmed the potential to produce high-grade and high-purity iron concentrate grading in excess of 67% iron with silica and alumina content below 2.3%. If you have questions for Mark regarding Cerrado Gold, then please email those to me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Cerrado Gold at the time of this recording, and may choose to buy or sell shares at any time. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned. Click here to see the latest news from Cerrado Gold.
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Coal India Limited or CIL — the world's largest coal mining company and one of India's most influential state-owned enterprises — is now 50 years old. Established to secure the India's energy needs, Coal India has long been the backbone of India's industrial and power sectors. But as the country moves toward its net-zero by 2070 goal, the company is now undergoing one of the most significant transformations in its history.From being the guardian of India's coal reserves, Coal India is venturing into new frontiers — investing in critical minerals, solar energy, and coal gasification — signalling a bold pivot toward a cleaner, more diversified energy future.In this episode of The India Energy Hour, we speak with P.M. Prasad, Chairman-cum-Managing Director of Coal India Limited, who reflects on his four-decade journey within the company and shares insights into its evolution, challenges, and vision for the future. Mr. Prasad discusses the founding mission of Coal India, its major milestones, and how the company plans to redefine itself in a decarbonising world.Full transcript of the episode is available in EnglishPresented by 101ReportersP.M. Prasad is on TwitterFollow TIEH podcast on Twitter, Linkedin & YouTubeOur hosts, Shreya Jai on Twitter, Linkedin & Dr. Sandeep Pai on Twitter, Linkedin
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Sermons from Aaron Allison and other speakers with CIL in Hendersonville, TN
Listen to this Fred Show exclusive interview with CIL!See omnystudio.com/listener for privacy information.
In this final episode of the Whiteness as Shape-Shifter series, Maureen turns the finger inward. From the loudness of fascism to the subtle betrayals of liberalism, this series has traced how whiteness hides and adapts. Here, the focus is on the most difficult terrain: the reflexes that live inside the body, the mind, and the spirit.Drawing wisdom from Audre Lorde, bell hooks, Paulo Freire, Richard Brody's reading of Sinners, and Octavia E. Butler's Wild Seed, Maureen asks: what has to die inside me for me to evolve, to transform, to transmute?The episode is inspired by Annie's devastating choice in Sinners as a metaphor for radical boundaries, while weaving in ancestral and feminist lineages where shapeshifting is not sinister, but sacred. Diedra Barber reminds us that patriarchy and white supremacy stole this gift of the goddess—and that reclaiming it is a return to power-with, not power-over.This conversation is not about shame, but about practicing transparency, vulnerability, and love as acts of liberation.This week's reflection:What does my body do when I'm protecting whiteness?What part of me feels like it will die if I don't?And what might be born in me if I let that part go?When discomfort rises—in parenting, teaching, art-making, activism, or healing—how do my somatic cues shape my choices?This episode is a closing invitation to pause, notice, and reclaim the sacred power to shapeshift—not to disappear, but to appear more fully in alignment with love, accountability, and collective liberation.Support the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at:
Mini-series Part 3: The Shape-Shift of Good Intentions Still White at the CoreIn this episode, Maureen moves the lens from pointing the finger outward to turning it inward, tracing how whiteness shape-shifts inside us, softening edges, pleasing, and protecting the status quo even when wrapped in the language of justice.Drawing from Angela Davis, bell hooks, James Baldwin, Stokely Carmichael, and Ibram X. Kendi, Maureen examines the ways “good intentions” can mask white supremacist logic, and how liberalism often trades transformation for comfort.With help from Diedra Barber's insights on how patriarchy and white supremacy have co-opted the sacred, feminist, and ancestral art of shapeshifting, Maureen challenges listeners to reclaim that power, not for compliance but for connection, accountability, and liberation. The film Sinners returns as a metaphor for assimilation's hidden cost: the invitation that drains your soul while appearing generous.This episode is a call to notice where you have adapted yourself to fit systems, and to choose shapeshifting as a tool for survival, integrity, and transformation instead.This week's reflection:Where do I shape-shift to maintain comfort rather than create change?What have I been taught by white supremacy and patriarchy that I am ready to transmute?How can I use the power to shift as a practice of accountability, care, and liberation?Support the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at:
Mini-series Part 2: The Safehouse of NeutralityIn this episode, Maureen continues the deep dive into how whiteness shape-shifts—this time through the soft power of institutional neutrality.From school boards banning books to nonprofits redirecting equity funds, neutrality is used as a strategy, not a stance. With help from Audre Lorde and Ta-Nehisi Coates, Maureen explores how whiteness hides inside “objectivity,” “professionalism,” and “donor comfort”—shielding itself from critique while punishing disruption.We also return to the film Sinners, where vampires can't feed unless invited in—a sharp metaphor for how institutions drain labor and integrity under the guise of collaboration and care.This episode is an invitation to notice how neutrality shows up in your body, your choices, and your leadership—and to replace silence with principled transparency.In this episode we explore:The DEI pullback across schools, nonprofits, and philanthropyHow neutrality protects whiteness by disguising harm as harmonyAudre Lorde's warning about the master's tools and institutional complicityTa-Nehisi Coates on policy, legality, and the false myth of apolitical violenceWhy discernment and transparency are tools of liberatory practiceThis week's reflection:Where do I use the language of “neutrality,” “professionalism,” or “objectivity” to avoid discomfort?What's the cost of that avoidance—and who pays it?Where have I been complicit in protecting the institution rather than disrupting the harm?When have I confused conflict avoidance with actual care?Support the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at:
Mini-series Whiteness is Shape-ShiftingPt. 1: When Fascism Rebrands — Elon Musk and the Aesthetics of Whiteness In this episode, Maureen dives into the shape-shifting nature of whiteness—how it survives by mutating into rebellion, reason, and innovation. She takes us into the political spectacle surrounding Elon Musk's “America Party,” his tech-fueled propaganda, and the cultural silence that followed his Nazi salute on a presidential stage.Drawing on the work of W.E.B. Du Bois and Ruha Benjamin, Maureen traces how whiteness adapts—selling domination through calm logic, clean design, and “free speech.” What we're witnessing isn't an outlier. It's a blueprint. And without discernment, we risk becoming part of its performance.This episode is an invitation to slow down, notice what pulls our attention, and ask: Is this charisma—or alignment? Is this disruption—or repackaged dominance?We also draw from the film Sinners as a cultural mirror. In the film's world, vampires can't harm anyone unless they're invited in—a haunting metaphor for how whiteness operates. It doesn't demand domination outright. It seduces us into silence, performance, or comfort—and then feeds on our complicity. Discernment, in this sense, is our refusal to offer that invitation.In this episode we explore:Elon Musk's rebranding of white supremacist logicW.E.B. Du Bois' concept of the psychological wage of whitenessRuha Benjamin's framework of the New Jim CodeHow whiteness sells itself as progress—while reproducing harmWhy discernment is a critical skill in the age of performanceThis week's reflection:Where have I mistaken sleek language, tech-forward branding, or contrarian leadership for actual transformation?Where do I follow charisma over alignment—and how does that shape who I trust, hire, or elevate?What truths might be hiding underneath what looks “logical,” “objective,” or “neutral”?What's working, what's not—and for whom?This is not about shame—it's about sight. Discernment isn't suspicion. It's care, clarity, and choice.For more resources or to join the community, visit: www.eyesonwhiteness.com www.cultivatingintersectionalleadership.comSupport the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at:
In this episode, Maureen dives into the powerful practice of nonjudgment—not as a soft alternative to accountability, but as a path to clarity, discernment, and principled leadership. She unpacks how judgment (especially internalized) can cloud our ability to lead with integrity, and how nonjudgment offers a way to pause, inquire, and root critique in care.Through a close look at the recent New York City mayoral primary, we examine how progressive candidates modeled nonjudgment in action—setting aside ego, embracing strategic alignment, and practicing principled critique. Maureen also shares a personal reflection on the ways shame and judgment have shaped her own leadership journey, and how she's learning to notice, pause, and respond from clarity instead of control.This episode is an invitation to slow down, to breathe, and to ask: What's working? What's not? And for whom?In this episode we explore:The difference between judgment and discernmentHow nonjudgment strengthens—not weakens—accountabilityWhat NYC's progressive coalition teaches us about ego-less leadershipThe relationship between shame, projection, and leadershipPersonal cues Maureen uses to interrupt her own judgment loopsWho this episode is for:Educators navigating challenging classroom momentsParents struggling to let go of control without losing connectionOrganizational leaders learning to receive feedbackMovement organizers balancing urgency with inclusionAnyone trying to show up with more care, clarity, and integrityThis week´s reflection: Where in your life or leadership are you making someone—or something—“wrong,” and how is that shaping your choices or perceptions?Whose voices have you intentionally or unintentionally quieted—because of fear, fatigue, or urgency?What would it feel like to meet your own righteousness with curiosity, instead of doubling down on being “right”?This isn't about abandoning accountability. It's about anchoring it in care—and returning to clarity in the moments that matter most.For more resources or to join the community, visit: www.eyesonwhiteness.com www.cultivatingintersectionalleadership.comSupport the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at:
In this episode of Eyes on Whiteness, we're exploring what it means to decenter power and privilege—especially in times of overwhelm, urgency, or fear.Maureen invites you into a vulnerable, provocative reflection on how systems like white supremacy and patriarchy teach us to equate control with care—and how that shaping shows up in everyday leadership roles: parenting, teaching, activism, art, nonprofit work, and more.Through honest storytelling and critical inquiry, this episode offers tangible ways to notice our defaults, practice grace instead of guilt, and choose connection over domination. Whether you're a teacher managing a classroom, an organizer building coalitions, a parent navigating your child's truth, or a leader holding responsibility in institutions—this episode is for you.We ask:What gets silenced when we stay in charge?How do our “shoulds” shape our reactions?What does it look like to transmute power—not perform it?This is not about getting it right. It's about returning to a practice rooted in courage, humility, and care.This Week's Reflection Questions:Where am I centering my own comfort or worldview—and how might that be limiting the truth I'm willing to hear?Whose voices or truths have I intentionally or unintentionally silenced—and what structures make that silencing easy to ignore?What would it look like to lead with deep listening and shared power—even when overwhelm tells me to default to control?Support the showThis episode was created with deep love, and deep thanks to the frameworks and tools within Cultivating Intersectional Leadership, a course I co-created with Diedra Barber. CIL isn't just a training. It's a transformative journey—one that supports individuals and organizations in making the systemic, strategic, and spiritual shifts needed to build something different. Something rooted in justice. Something aligned with who we say we want to be. You're invited to learn more or inquire about participation at: