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Franco-Nevada has entered into an agreement to acquire an existing royalty package on the Côté Gold Mine in Ontario. MAC Copper is to be acquired by Harmony Gold. Kenorland Minerals adds to its exploration portfolio. West Red Lake Gold has more drill results out from Madsen. Anfield's Velvet-Wood project receives federal approval. This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.https://www.calibremining.com/Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
In this episode, we break down the temporary 90-day tariff pause between the U.S. and China, what it could mean for markets, and why it might not last. We also dive into BCE’s massive dividend cut and new growth-focused partnership with PSP Investments. Plus, we unpack UnitedHealth’s stunning 50% drop in just over a month, Goeasy’s soft quarter and what it signals about the subprime lending landscape, and Franco-Nevada’s blowout results amid soaring gold prices. Tickers of stocks discussed: FNV.TO, GSY.TO, BCE.TO, UNH Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors and how it will likely lead to a trade deal between Canada and the US. On the earnings side, we discuss TFI International, where acquisition-driven growth masks some deeper margin pressure and macro headwinds. We also provide an update on First Quantum and the continued importance of the Cobre Panama mine for both its business and Franco-Nevada's streaming exposure. Lastly, we share thoughts on Starbucks' ongoing turnaround, recent earnings miss, and whether there's a compelling case to be made for patient investors during its transformation. Tickers of stock discussed: SBUX, TFII.TO, FM Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Compass, episode 12Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-while-traditional-safe-havens-falter-7015Recording date: 23rd April 2025Mining royalty companies are emerging as an attractive investment option for those seeking commodity exposure with reduced operational risk. Recent market developments, particularly the acquisition of Orogen Royalties' tier one royalty on the Silicon deposit by Triple Flag, have highlighted the value proposition of these unique business models.Unlike traditional mining operations, royalty companies operate on a fundamentally different model. They hold the right to a percentage of revenue, typically 1-2% of the net smelter return, providing commodity price exposure without the corresponding operational costs or risks. This business model originated in the oil and gas industry but has been successfully applied to mining, particularly in gold where returns are straightforward to calculate.The key advantage of royalty companies lies in their risk profile. As Samuel Pelaez, President & CEO at Olive Resource Capital explains, these companies have "no exposure to the cost portions or the risk that's attributable to cost overruns and margin compression." Their sole exposure is to commodity prices and production success. Additionally, most royalty agreements include rights to exploration upside, covering new discoveries within the area of interest.This capital-light business model allows companies like Franco Nevada to operate with minimal staff while commanding a market capitalization of C$46 billion. Once due diligence is complete and royalties are secured, the business essentially involves waiting for royalty checks to arrive.Royalty companies typically trade at premium valuations of 10-20 times revenue compared to traditional mining companies. This reflects their lower risk profile and appeal to generalist investors seeking gold exposure without the complexity of evaluating individual mining projects."Tier one royalties" – those on large-scale assets in good jurisdictions – are particularly valuable but rarely held by small public companies. The recent acquisition of Orogen's royalty on AngloGold Ashanti's Silicon-Merlin project (with approximately 16 million ounces of gold resource) by Triple Flag valued it at approximately 15-16 times projected annual revenue.When evaluating royalty companies, investors should focus on royalties that are either currently cash-flowing or have a clear path to production. As Derek Macpherson, Executive Chair at Olive Resource Capital notes, "A royalty that isn't producing cash flow or doesn't have a clear path to production is worth zero."As gold prices remain strong, royalty companies continue to offer an appealing way to gain leveraged exposure to precious metals without taking on the full range of risks associated with mining operations.Sign up for Crux Investor: https://cruxinvestor.com
Brazil Potash CEO Matt Simpson joined Steve Darling from Proactive providing key updates on the company's Autazes Potash Project in northwest Brazil. The project has successfully completed all necessary permitting milestones—including technical, environmental, indigenous, and public consultations—clearing the way for full-scale construction. Brazil, which currently imports 98% of its potash, remains heavily reliant on foreign supply. The Autazes Project is designed to address this dependency by supplying 2.4 million tonnes annually, equivalent to approximately 17% of the country's current potash demand, all of which will be sold domestically. Simpson highlighted the project's cost advantages, emphasizing that because production is based in Brazil, the total cost of extraction, processing, and delivery is lower than the transportation cost alone for imported potash. The construction of the Autazes Project will follow a modular approach, with major components pre-assembled offsite—including in Manaus—and then transported via the Madeira River to mitigate potential weather-related risks. This approach ensures greater efficiency, productivity, and quality control throughout the construction phase. Brazil Potash has already secured key commercial agreements to support project financing. The company has signed an offtake agreement with Amaggi, one of Brazil's largest soybean producers, for 550,000 tonnes over 15 to 17 years and a MOU with Keytrade, a major global agribusiness player, for an additional one million tonnes. These agreements play a pivotal role in ongoing debt financing discussions with banks and export credit agencies, further de-risking the project for potential investors. Institutional support for Brazil Potash remains strong, with backing from Seed Capital (UK), Sentient Group (Australia), and Franco-Nevada. The latter recently invested $10 million after conducting extensive due diligence, further validating the project's viability. Looking ahead, Brazil Potash aims to initiate full-scale construction later this year, with the total build time expected to exceed four years. Simpson emphasized the company's near-term focus on securing an anchor equity investor at the asset level, ensuring that funding is secured without diluting shareholders on the New York Stock Exchange. With a strategic construction plan, strong financial backing, and high domestic demand, the Autazes Project is poised to become a game-changer for Brazil's agricultural sector, significantly reducing the country's dependence on imported potash while supporting long-term food security. #proactiveinvestors #brazilpotsashcorp #nyseamerican #gro #potash #AutazesProject #PotashMining #AgricultureBrazil #FertilizerSupply #OfftakeAgreements #MiningFinance #InfrastructureDevelopment #BrazilAgriculture #CommoditiesNews #ProactiveInvestors #MattSimpson
Interview with Jason Attew, President & CEO of Osisko Gold RoyaltiesOur previous interview: https://www.cruxinvestor.com/posts/which-gold-miners-are-primed-for-a-re-rating-5309Recording date: 21st March 2025Osisko Gold Royalties has undergone a remarkable transformation under CEO Jason Attew, emerging as a pure-play precious metals royalty and streaming company with a strengthened balance sheet and simplified business model. With its 10th anniversary recently celebrated, the company now boasts a portfolio of 185 assets, including 21 producing properties.The most significant change has been abandoning the previous "generator/incubator" model, which involved purchasing and developing mining assets. According to Attew, this approach led to "destruction of shareholder value" due to the different skill sets required for development and the challenges of permitting and construction in today's inflationary environment. Instead, Osisko now focuses exclusively on providing capital through royalties and streams on high-quality assets managed by technically skilled teams in premium jurisdictions.Governance improvements have been another priority, with the elimination of the executive chair position, removal of related party transactions, and complete independence from other Osisko group companies. The company has also significantly reduced its net debt from over $250 million to approximately $35 million, while securing $750 million CAD in liquidity for future transactions.Osisko's portfolio is anchored by its crown jewel - a 5% royalty on Canadian Malartic operated by Agnico Eagle, representing approximately 37.5% of 2024 cash flow. Approximately 80% of the company's net asset value comes from tier-one jurisdictions in Canada, the US, and Australia, reducing geopolitical risk.Despite being a mid-tier player with about 5% of the sector's market capitalization, Osisko has captured approximately 10% of royalty deal flow, completing three transactions in 2024. These included acquiring a 1.8% royalty on Dalgaranga in Western Australia and participating in a syndicated transaction with Franco-Nevada for the Cascabel asset in Ecuador.Looking ahead, Osisko projects 40% growth over the next five years, with production increasing from 81,000 gold equivalent ounces in 2024 to between 110,000 and 125,000 ounces. Half of this growth will come from assets already in production, including Mantos Blancos and Island Gold.With a disciplined investment approach targeting deals between $50-500 million, strong margins of approximately 97%, and increasing institutional investor support, Osisko has positioned itself as a competitive force in the precious metals royalty sector, outperforming its peers in 2024 despite being a relatively young company in the space.View Osisko Gold Royalties' company profile: https://www.cruxinvestor.com/companies/osisko-gold-royaltiesSign up for Crux Investor: https://cruxinvestor.com
In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeling the pinch, with Tesla down 46% year-to-date. We also discuss the U.S. government announcement of a Strategic Bitcoin Reserve and what it could mean going forward. We finish by discussing the recent earnings from Costco's and Franco-Nevada. Tickets of stocks/ETFs discussed: FNV.TO, COST Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Thomas Mumford, VP of Exploration at Scottie Resources, discusses the company's exploration efforts in BC's Golden Triangle, highlighting their high-grade drill results, strategic partnership with Franco-Nevada, and future exploration plans. The conversation covers the significance of their recent resource estimates and the potential for further exploration and development in the region.
David Harquail (Chairman, Franco Nevada) joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Franco Nevada, the benefits of royalty companies, and the future of the precious metals market. This was recorded as a live webinar on January 27th, 2025. 0:00 Intro, David's Background 3:01 Creation of Franco Nevada 5:44 Benefits of a Royalty Company in the Precious Metals Ecosystem 9:50 Franco Nevada History 13:28 Capital Allocation Strategy, Structuring Deals, Good Partnerships 17:00 More Deals 20:27 Leverage 22:22 Competition 24:12 Countercyclical Industry 26:40 Cobre Panama 30:13 Royalties - “Gold Investment that Works” 32:41 Gold Price 34:39 Leadership Philosophy as a Chairman 36:20 AI 37:48 Crypto 41:06 Franco Nevada's Buyback Philosophy 42:11 Gold = Overlooked? Chris Mancini, CFA is an Associate Portfolio Manager for The Gabelli Gold Fund. The above webinar was recorded on January 27th, 2025th and posted on YouTube on January 29th, 2025. As of December 31st, 2024, affiliates of GAMCO Investors, Inc. beneficially owned less than 1% of all companies mentioned. GAMCO is providing these links as a matter of general information. We do not intend for these links to be a complete description of any security or company, nor is it a research report with respect to any of the companies mentioned herein. The Portfolio Manager's views are subject to change at any time based on market and other conditions. The information in this posting represents the opinions of the individual Portfolio Manager and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. Views expressed are those of the Portfolio Managers and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole. Because the investment personnel at GAMCO and our affiliates make individual investment decisions with respect to the client accounts that they manage, these accounts may have transactions inconsistent with the information contained in this posting. Investments related to gold and other precious metals and minerals are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. Investing in foreign securities involves risks not ordinarily associated with investment in domestic issues. Funds concentrating in specific sectors may experience greater fluctuations in value than funds that are more diversified. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. The prospectus, which contains more complete information about this and other matters, should be read carefully before investing. To obtain a prospectus, please call 800 GABELLI or visit www.gabelli.com. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)
Franco-Nevada has entered into a precious metals steam from Sibanye-Stillwater's Marikana, Rustenburg and Kroondal mining operations located on the Western Limb of the Bushveld Complex in South Africa. There are new drill results out from Snowline Gold, CopperCorp and Mandalay Resources. Li-FT Power acquire new lithium projects i Northwest Territories. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/ Minera Alamos is a gold developer and producer with its first low capex mine, Santana, continuing to work through start-up development. The company is also advancing the Cerro de Oro project through the permitting process. Minera is built around its operating team which brought 4 mines into production in Mexico over the last 13 years. It is fully funded with over $20-million dollars in working capital. Learn more at mineraalamos.com.
Nosipho Radebe speaks to Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.
00:00 - Welcome Back, Rick Rule Introduction and Rick Rule's second appearance on the show. Reflections on the year and the state of the mining market. 00:22 - The State of Junior Mining Markets Rick compares perspectives across the UK and North America, emphasizing the availability of capital for quality projects despite challenges in broker performance. 01:52 - Rationalizing Capital Allocation How rationality is returning to mining finance, separating high-quality opportunities from overhyped ventures. 03:28 - Insights on AIM and London Markets Rick critiques the AIM market, shares thoughts on delistings, and explores how AIM could revitalize itself to attract investors. 06:46 - A Global Perspective on Mining Sentiment Observations on mining conferences and trends in Rule Investment Media's growing, diverse subscriber base. 09:27 - Making Mining Attractive Again Rick discusses innovation, bringing Silicon Valley thinking to mining, and the need for investor education on the sector's importance. 13:19 - Gold and Inflation Hedging Why physical gold remains essential for portfolio insurance and how mining stocks offer upside for those willing to do the work. 16:03 - Gold Stock Picks and Junior Risks Rick's top gold picks include Franco-Nevada and Agnico Eagle. Discussion of Greatland Gold and the importance of thorough research in junior mining. 25:49 - Tin and the Alphamin Story Rick highlights the potential in tin, focusing on Alphamin and the exceptional geology of the DRC despite its challenges. 30:06 - Graphite and Sovereign Metals Why Rick is optimistic about Sovereign Metals and its low-cost potential in both graphite and rutile markets. 32:33 - The Battle Bank Vision Rick introduces his innovative banking venture, targeting dissatisfied customers with a focus on competitive interest rates, currency flexibility, and gold-backed lending. 42:04 - Closing and Personalized Investment Offers Rick invites listeners to submit their portfolios for free personalized rankings, focusing on natural resource stocks.
Zuletzt war ich zu Gast bei Timo in seinem gleichnamigen YouTube Kanal Timo Baudzus. Timo selbst ist schon seit vielen Jahren in der Finanzszene unterwegs und hat bereits über 300 Interviews geführt. In unserem Gespräch ging es zu Beginn um meinen Weg bis zur Auswanderung nach Thailand und wie ich für mich eine einfach aber lukrative Investmentstrategie gefunden habe. Ich bin hier sehr pragmatisch und sehr fokussiert unterwegs. Gerade der rationale Ansatz hilft mir dabei, mehr sachlich und dadurch erfolgreich zu investieren. Zudem sprechen wir über einige interessante Werte aus seinem Portfolio. Bei YouTube hat das Interview bereits eine überdurchschnittliche Reichweite erzielt. Ich wünsche euch nun viel Spaß dabei und bis zum nächsten Mal. Euer Alex ► Finanziell frei in Asien ► Passives Einkommen passend? ► "Der Markt ist nur selten günstig" ► Nur fundamentale Faktoren? ► Woher kommt der Rendite-Turbo? ► Sind Aktien aktuell günstig? ► "Ich MUSS ja auch an den Strand"
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income
WEBSITE: https://provenandprobable.com/
SolGold announced it has entered into a gold stream agreement with both Franco-Nevada and Osisko for the provision of US$750 million in project advancement funding. Sierra Madre Gold and Silver of a binding off-take agreement for Guitarra. Calibre is expanding exploration at Valentine. Exploits Discovery makes a new discovery. Arras minerals begins a reconnaissance drill program at the Tay license in Kazakhstan. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Dave Cole, President and CEO of EMX Royalty Corp (TSX.V: EMX) (NSYE: EMX), joins me for a comprehensive update on their distinguishing value proposition in the royalty space, a number of copper, gold, and critical minerals partner project updates, a number revenue-generating pre-production royalties, a review of Q1 financials, and the balance between further paying down debt in tandem with buying back Company shares. We start off discussing the multi-prong approach of generating revenues from existing properties optioned off to other operators, and then creating royalties, in addition to buying royalties in the market when the right value accretive dynamics are in place. At present EMX Royalty has 6 producing royalties and around 50 other royalties bringing in revenues from defined pre-production payments, option payments, and gate payments. Next we discussed the substantial copper exposure and incoming cashflows that EMX has coming in from both the Caserones Project in Chile operated by Lundin Mining, and the Timok Project in Serbia operated by Zijin Mining, and as cornerstone generational assets. With regards to the producing gold royalties, Dave first outlines how the Gediktepe Mine in Turkey is throwing off great revenues from gold, but then will be transitioning to a polymetallic deposit in the years to come. Then he also outlines the stable gold production and long-life asset in the Leeville Mine in Nevada, operated by Nevada Gold Mines (the JV between Barrick Gold and Newmont Mining). This leads into a broader discussion about how important it is to have quality operating partners on the royalty projects; leading us into a few more partner updates with South32's $2.16Billion at the polymetallic Peake deposit on the Hermosa Taylor Project in Arizona, and the development-stage copper-iron-gold Viscaria project in Sweden, operated by Copperstone Resources. We then shift over to reviewing the 44 other pre-production royalties that are still generating revenues via lease-option payments, stage-gate payments to advance properties, advanced minimum royalty payments, and that come in by way of cash and often times shares in partner companies. We do a brief review of Q1 financials and strength of the company, as well as have Dave break down the balance between paying down debt with buying back company shares, since the company is still trading below it's net asset value. Wrapping up we discuss the synergistic relationship between EMX Royalty and Franco-Nevada (FNV) where not only are they the new lender of choice for their recently announced $35 Million Loan, that clears out the prior Sprott loan, but Franco-Nevada has an investment stake in EMX, has syndicated royalty purchase agreements together in the past, and there is an ongoing joint venture partnership to acquire earlier-stage gold and copper royalties sourced by EMX. If you have any questions for Dave regarding EMX Royalty Corp, then please email them into me at Shad@kereport.com. In full disclosure, Shad is a shareholder of EMX Royalty at the time of this recording. Click here to follow along with Company news from EMX Royalty Corp
I episode 47 satt vi oss ned med Kålbein - vår råvareekspert. Etter Kålbeins siste besøk har spotprisen for uran doblet seg, gullprisen har brutt over 2000$ og sølv har vært over 32$. Vi tenkte det var på tide å høre litt om hva som skjer i disse markedene. I episoden drar vi gjennom siste nyheter på kjernekraft-tesen og får verdifull input om veien videre for både spotprisen og noen av selskapene i sektoren, blant annet Cameco og NexGen. Sølvprisen har også fått en initiell «takeoff». Får vi en repeat av bullmarkedet for gull/sølv som vi hadde på 1970-, 1990- og 2010-tallet? Vi fikk god input fra Kålbein. Disse råvaremarkedene har flere eksponeringsmuligheter. I tillegg til råvare-ETFer eller fond som eier fysisk metall, så er det en rekke spennende selskaper. De som ble diskutert var blant annet Cameco, NexGen, Franco-Nevada, Wheaton Precious Metals og Hecla Mining. Vi diskuterte også industriselskaper som utgjør en del av leverandørindustrien til denne sektoren, med blant annet Caterpillar og Volvo AB. Episoden er spilt inn for informasjons- og underholdningsformål, og skal ikke anses som en investeringsanbefaling. Kålbein eier aksjer i mange av selskapene som han nevnte som FNV, WPM og CAT. Faruk eier Volvo AB. Gjør alltid egne undersøkelser og ikke hør på oss. Vel lytt! Ønsker du å være med på discord? Gå hit: https://discord.gg/CsxNmyXGbE Hvis du ønsker å støtte podcasten, har vi satt opp en Patreon: https://www.patreon.com/StockUp831
Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins us to discuss the recent developments in the precious metals market. We focus on the notable pullbacks in gold and silver prices, examining the factors behind these moves including China's gold buying trends and the US jobs report. Adrian explains the nuances of market reactions, emphasizing the roles of central bank activities and macroeconomic indicators. Despite temporary market weaknesses, Adrian identifies strong investment opportunities in undervalued mining stocks, particularly major stocks like Barrick, Franco-Nevada, and B2Gold, along with some development stage companies. The conversation navigates through the cautious sentiment among general investors, the impact of speculative behavior on metals prices, and the long-term prospects of a rebound in the sector. Click here to learn more about Adrian Day Asset Management.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:30) - ETFs (4:00) - reducing my holdings (6:55) - opportunistic buys (8:32) - spotlight: what I like about my fantastic five businesses (Brookfield; Canadian National Railway; Alimentation Couche-Tard; Franco Nevada; EQB); respect for shareholders; moats and systems
Nvidia, American Water Works, Franco Nevada, Carvana y Palantir Tecnologies en el consultorio de Wall Street en el que nos acompaña Juan Ignacio Marrón, analista independiente y fundador de @InversoresInstitucionales. Después, último repaso a los mercados y actualización de titulares empresariales con Mirella Calderón y Estefanía Muniz. Terminamos con el último análisis en el que hacemos balance de la jornada junto a Manuel Pinto de XTB. Con él, analizamos la jornada de indefinición que hemos visto hoy en la renta variable de Estados Unidos. Día de movimientos estrechos en Wall Street que también se han extendido a la renta variable europea. El foco de los inversores hoy se ha situado en digerir las actas de la FED de ayer que fueron más hawkish de lo esperado y unas cuentas de NVIDIA de auténtico récord. La compañía ha dejado al mercado con la boca abierta al elevar un 262% los ingresos y un 628% los beneficios por la inteligencia artificial.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:32) - New position: XEQT (5:29) - Exit position: Brookfield Infrastructure (7:54) - Brookfield Renewable-Microsoft deal is a game changer (11:06) - Will Starbucks come back? (13:48) - New adds: Franco Nevada and Emerging Markets ETF
Scottie Resources CEO Brad Rourke joined Steve Darling from Proactive to provide an update on the final assays from the company's 2023 drill campaign on the Blueberry Contact Zone in British Columbia's Golden Triangle. The results included impressive intercepts such as 13.9 g/t gold over 7.00 meters and 59.2 g/t gold over 1.25 meters. Rourke explained that the Blueberry Contact Zone is situated 2 kilometers north-northeast of the Scottie Gold Mine, which the company owns outright and is located 35 kilometers north of Stewart, BC, along the Granduc Road, the zone has shown significant promise for high-grade mineralization. The 2023 drill campaign encompassed 20,130 meters of diamond drilling, primarily aimed at expanding the Blueberry Contact Zone. The drilling successfully extended high-grade mineralization to a depth of 525 meters. Rourke highlighted key drillholes, such as SR23-312, which targeted the Blueberry-Fifi vein zones and intersected 13.9 grams per tonne gold over 7.00 meters. Additionally, drillhole SR23-306 targeted the Fifi-Lemoffe vein zones, resulting in intercepts of 59.2 g/t gold over 1.25 meters and 9.5 g/t gold over 1.00 meter. These results signify significant progress for Scottie Resources and reinforce the potential of the Blueberry Contact Zone as a valuable asset within its portfolio. Moreover, the company achieved a financial milestone by selling a 2% royalty to Franco-Nevada, bolstering its treasury significantly and adding credibility to its projects. Looking ahead to 2024, Scottie Resources plans a diversified exploration strategy, including further work on Blueberry and initiating underground drilling at Scotty Gold Mine to leverage its historic drill data and enhance resource estimation. #proactiveinvestors #scottieresourcescorp #tsxv #scot #otcqb #BlueberryProject, #ScottyGoldMine, #GoldMining, #MineralExploration, #Geology, #DrillingUpdate, #MiningSector, #ResourceEstimation, #FrancoNevada, #DrillResults, #MiningInvestment, #2024ExplorationPlans, #GoldDrilling, #MiningIndustry, #ResourceDevelopment, #ExplorationStrategy, #MineralDrilling, #GeophysicalSurveys, #MiningOperations #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
Darin Zanovich - President & CEO of Mesa Minerals Partners returns to the podcast to discuss their $125mm Haynesville exit to Franco Nevada, the growth of their Permian ground game, and their most recent Haynesville acquisition from Noble Royalties. A big thanks to our 5 Minerals & Royalties Podcast Sponsors: --R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more. --Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information --Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com --Opportune: For more information on Opportune's services, please visit www.opportune.com --The Texas Minerals Company: For more information on The Texas Minerals Company's current deal-flow pipeline, please email Toby Martinez at toby@thetexasmineralcompany.com or visit www.thetexasmineralcompany.com
Interview with Bradley Rourke, President & CEO of Scottie Resources Corp.Our previous interview: https://www.cruxinvestor.com/posts/scottie-resources-tsxvscot-progressing-towards-gold-resource-estimate-4787Recording date: 8th April 2024Scottie Resources (TSXV:SCOT) presents a compelling investment opportunity in the high-grade gold exploration space. The company has consolidated a significant land package around the past-producing Scottie Gold Mine in British Columbia's Golden Triangle, one of the world's premier mining jurisdictions. With a major endorsement from gold royalty company Franco Nevada and a rising gold price environment, Scottie is well-positioned for resource growth and a major discovery.Scottie has drilled over 60,000 meters to date, returning bonanza grade gold intercepts near surface. Drill results at the Blueberry Zone have hit intercepts of 13.9 g/t gold over 7.00 metres and 59.2 g/t gold over 1.25 metres, highlighting the potential for a multi-million ounce deposit. CEO Brad Rourke is confident in the ability to define a two million ounce high-grade resource in the near-term with substantial upside potential.In a strong vote of confidence, Franco-Nevada recently invested an $8.1 million royalty deal and $1.5 million equity placement into Scottie. This strategic investment provides third-party validation of the project's potential.Scottie benefits from a Tier-1 location, surrounded by major gold miners and developers in the Golden Triangle. The project is road accessible with the high-grade mineralization starting at surface, making it a highly attractive takeover target. Rourke believes M&A is on the horizon, noting "All those bigger companies around us are running out of ore. We have the ability to potentially provide them a lot of high-grade ounces right at surface."Following the Franco-Nevada deal and recent financing, Scottie is well-funded for two years of aggressive exploration. The company plans to expand the known zones and make new discoveries, with over $12 million in the treasury.With a rising gold price, producers will be increasingly acquisitive to replenish reserves and resources. High-grade ounces in a top tier jurisdiction will command a premium. As Rourke stated, "We're positioned exceptionally well to potentially provide them a lot of high-grade ounces right at surface in a mining-friendly area."In summary, Scottie Resources offers investors a unique opportunity to gain exposure to a high-grade gold discovery in a world-class mining jurisdiction. With a major endorsement from Franco Nevada, a tight share structure, and rising gold price - Scottie has all the key ingredients for a successful investment. Drill results over the next 12-24 months could be game-changing for the company. Scottie is a prime takeout target and positioned to be part of the next wave of M&A in the gold sector.View Scottie Resources' company profile: https://www.cruxinvestor.com/companies/scottie-resources-corpSign up for Crux Investor: https://cruxinvestor.com
In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to selecting individual stocks and reflects on the lessons learned, emphasizing the intellectual joy of managing a portfolio despite the challenges.He discusses what he's learned over the past 10 years, including the importance of quality over quantity in portfolio decisions, the influence of entrepreneurship on his investment approach, and the evolving understanding of what constitutes a sustainable business moat. Simon and Braden also discuss two stocks on their radar. Simon goes over why streaming mining giant Franco-Nevada is on his radar while Braden goes over the small cap roll-up Terravest. Stocks discussed in this episode: FNV.TO, TVK Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
New drill results from Ivanhoe Electric and Talisker Gold. MP Materials received $58.5M Award from DoE. Stallion Uranium says it has encountered anomalous radioactivity in the first completed hole. Scottie Resources has a financing deal with Franco-Nevada. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.
Tercera hora de Visión Global en Radio Intereconomía que dedicamos a nuestro consultorio de Wall Street en el que nos acompaña Pepe Baynat, de Bolsas y Futuros. Con él analizamos compañías como Franco Nevada, Old Republic Internacional, Amazon, Oracle, Halliburton, 3M, Clorox, Carvana, Reddit, Marathon Digital, Waters Corporation, Fortiner. Después, último repaso a la actualidad y terminamos con el análisis en el que nos acompaña Samuel Abraldes, CEO de Socaire. Con él hablamos de la resaca post FED, del informe sobre Grifols que ha publicado la CNMV y de la demanda contra Apple. Todo eso, con un mercado de renta variable en máximos históricos, con un gran apetito inversor y con el oro, activo refugio por excelencia, paradójicamente, también en máximos históricos.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:42) - Why I like (but sold) Aecon Group $ARE.TO (5:43) - Banks update: TD $TD, Scotiabank $BNS and EQB $EQB (11:24) - Franco-Nevada update $FNV: royalty business model; low cost growth + high scalability; Cobra Panama update; why I'm super bullish (19:34) - Bitcoin
Tercera hora de Visión Global que dedicamos a nuestro consultorio de Wall Street en el que nos acompaña Miguel Ángel Martínez, gestor de mercados en Tiempo de Bolsa. Con él analizamos compañías como Hershey's, Carvana, SoundHound, Western Digital, Tencent Music, Home Depot, Walmart, Franco Nevada, EHang Holdings, DexCom, Vaneck Semiconductors. Después, último ánalisis de mercados con Rafael Ojeda, de Fourtage Funds. Con él hablamos de perspectivas de la semana, del informe sobre la renta variable global que ha presentado Goldman Sachs, de las dudas sobre la demanda de petróleo y de la temporada de resultados que irá avanzando esta semana con el foco puesto mañana en Walmart y el miércoles en uno de los pesos pesados de la tecnología estadounidense: Nvidia. Hablamos también del Libro Beige de la Reserva Federal de Estados Unidos que se va a publicar el miércoles a las 20 hora peninsular española.
Long-time KE Report contributor and technical analyst, Richard “Doc” Postma, joins us for our regular monthly market recap and we get his technical outlook for gold, gold stocks via GDX, silver, Franco-Nevada (FNV) (FNV.TO), Newmont Mining (NEM) (NGT.TO), and Hecla Mining (HL). It's a wide-ranging discussion that looks at the technical setups in many of these sectors in both the near-term and longer-term time horizons, as well as how he approaches getting positioned and nibbling at these stocks during oversold periods.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:39) - new purchase: Franco Nevada; what is it; why their business model is so attractive; commitment to shareholders & dividend growth; the benefits of an exploration portfolio; revenue diversification; incredible financial position (9:16) - cobre Panama; what happened?; 3 scenarios for how situation could evolve (18:53) - why I'm buying Franco now + my strategy for the future (23:06) - celebrating 5 years invested into canadian national railway
Tercera hora de Visión Global que dedicamos a nuestro consultorio de Wall Street con David Leyguarda, analista independiente. Con él resolvemos dudas de oyentes de valores como Tesla, Nvidia, Globalfoundries, Franco Nevada, Palantir, Sea Limited, United Health, West Pharmaceutical Services Inc. Después, último repaso a la actualidad. Contamos que el presidente de Estados Unidos, Joe Biden, ha anunciado este jueves una inversión de casi 5.000 millones de dólares en proyectos de infraestructuras, en un intento de que su mensaje económico cale en los votantes de cara a las elecciones de noviembre. Por último, análisis de mercados con Pablo García, de Divacons Alphavalue. Con él analizamos la actualidad del día en los mercados marcada por la reunión del BCE y por el dato de PIB de EEUU correspondiente al cuarto trimestre del año.
Skeena Resources Director of Communications Katie MacKenzie joined Steve Darling to to discuss the company's exciting prospects for 2024, building on the significant achievements in the latter part of 2023. Skeena Resources has been on an impressive trajectory, and their latest developments are no exception. One of the noteworthy milestones for Skeena Resources was the successful closure of a flow-through common shares financing, which garnered an impressive sum of approximately $10.7 million. This financial injection followed hot on the heels of an even more substantial financing package, totaling $81 million. This package was composed of the sale of a 1.0% Net Smelter Return (NSR) royalty on Eskay Creek, which fetched $56 million, and a $25 million unsecured Convertible Debenture. It's also worth noting that Franco-Nevada now holds a 2.5% NSR on all of Skeena's Eskay Creek properties, adding further depth to the company's strategic partnerships. MacKenzie went on to provide insights into Skeena Resources' comprehensive workplan, which revolves around building upon the recently completed Definitive Feasibility Study for their 100% owned Eskay Creek Gold-Silver Project, situated in Tahltan Territory within the Golden Triangle of northwest British Columbia. The results of this study are nothing short of impressive, with an after-tax net present value (NPV) of $2.0 billion, based on a base case scenario of $1,800 gold and $23 silver. The internal rate of return (IRR) stands at an impressive 43%, and the after-tax payback period for pre-production capital expenditures is a mere 1.2 years. These remarkable financial metrics have the potential to elevate Eskay Creek to the status of a Tier 1 gold mining project, setting the stage for a transformational journey in the gold mining industry. Skeena Resources is poised to make a significant impact in the coming year, with their financial strength, strategic partnerships, and a world-class asset like Eskay Creek firmly positioning them as a formidable player in the sector. The company's focus on value creation and growth is sure to capture the attention of investors and industry observers alike as they embark on this pivotal phase in their journey. #proactiveinvestors #skeenaresourceslimited #tsx #ske #nyse #ske #MiningNews #GoldInvesting #StockMarket #ResourceDevelopment #CanadianMining #GoldenTriangle #FP_Creek #InvestmentOpportunity #PreciousMetals #MiningIndustry #ExplorationUpdate #DefinitiveFeasibilityStudy #FinancialSuccess #2024Outlook #ProjectFinancing #HighGradeMining #SustainableMining #MarketTrends #StockExchange #CommoditiesMarket #KatieMcKenzie #MineralExploration #InvestorInsights #ResourceInvestment #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
Bullion, Gold, Silver, Platinum, Palladium, Rhodium, Resources Stocks, Bob Moriarty, Rick Rule, Jayant Bhandari, Manipulation, Naked Short Sales, Comex, Dolly Varden Silver, Silver Bullet Mines, Premiums, Spot Price, APMEX, EMX Royalty, Metallic Minerals, Chakana Copper, Fission Uranium, Nevada Copper, Fission3, Grizzly Discoveries, Gold79 Mines, Emperor Metals, Empress Royalty, Franco Nevada, David Morgan, Mickey Fulp, Granite Creek Copper, Skyharbour Resources, Stillwater Critical Minerals, The Metallic Group of Companies, Rover Metals, Uranium Royalty, Riverside Resources, Goldshore Resources, Lion One Metals, Miles Franklin, Silver Bullet Mines, Silver Hammer Mining, arbitrage, leverage, all in here, plus more!!! We are an education channel that promotes resource stocks, with a proven track record of success in resource stocks and (highest)
John Rubino, publisher of his newsletter over at Substack, joins me to discuss the recent volatility in gold, and which types of gold stocks he is animated by and holding in his portfolio. We start off discussing the roller coaster the last 2 weeks in the yellow metal, as it broke out on the longer-term charts, but then quickly reversed back down in pricing, correcting in the short-term, back under the $2000 level to kick off this week. We review that many of the larger mining producers and ETFs like GDX did get a nice bid, and even some of the junior stocks started to move on the higher metals prices, but then over the last week the reversal has washed back out most of those gains. Next we talked about how good drill news is still being completely ignored, or even sold off by investors, pointing to tough sector sentiment. John highlighted the recent exceptional assay results from both Snowline Gold (SGD.V) (SNWGF) and I-80 Gold (IAU.TO) (IAUX) where markets actually turned lower after they were released, despite the companies continuing to build value. He pointed out that this is symptomatic of the lack of momentum in the space at present, but that when the sentiment does shift on a larger breakout in gold prices, that results like these will be rerated much higher. In lieu of the risk off attitude from most market participants, John sees royalty companies and physical metal ETFs as the more defensive areas for investors to position. This led to a discussion on jurisdiction risk as well, as it relates to the Cobre Panama mine from First Quantum (FM.TO) (FQVLF) being potentially shut down, and how it also affected Franco-Nevada's (FNV) share price. John has actually been buying Franco Nevada very recently into the bad sector sentiment paired with his thesis that the markets are over-reacting to the downside. His sense is that the recent selloff in FNV may have been overdone, in light of their hundreds of other royalties, and in the event that some resolution is reached for restarting the mine, that the market is not presently pricing in at all. https://rubino.substack.com/
The Daily Business and Finance Show - Monday, 30 October 2023 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Realty Income agrees to acquire Spirit Realty Capital in $9.3B stock deal US President Biden issues executive order to manage risks from AI Tesla drags as it hits lowest intraday since May; down 4% Realty Income among real estate losers after acquisition news; Spirit Realty Capital in gainers Microsoft's 'iPhone' moment is here, Piper Sandler says Intel's recovery may be short-lived with 'formidable challenges' ahead: Baird First Quantum, Franco-Nevada plunge as Panama calls referendum on mine contract Spirit Airlines plunges as investors hope for settlement with DOJ over JetBlue fades Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices
Kålbein gjester StockUp i episode 21 og temaet er gull! Royalty- og streamingmodellen er en velutprøvd og testet forretningsmodell for å finansiere gruveselskaper. Med teknisk innsikt kan royaltyselskapene beskytte nedsiden sin og oppnå en helt enorm oppside. Kålbein tar oss gjennom flere av sektorens giganter, som Franco-Nevada og Wheaton Precious Metals. Liker du det du hører? Følg oss gjerne på Spotify og gi en kommentar. Bli gjerne med på discord om du vil bli med et raskt voksende aksjemiljø: https://discord.gg/CsxNmyXGbE
Interview with Christian Ervin Easterday, Managing Director & CEO of Hot Chili LtdOur previous interview: https://www.cruxinvestor.com/posts/hot-chili-hch-another-non-dilutive-financing-to-advance-copper-production-3262Recording date: 15th September 2023Hot Chili (ASX:HCH) is advancing one of the largest new copper projects globally, with a clear growth strategy to position itself as a major leveraged play on rising copper prices this decade.In a recent interview, CEO Christian Easterday outlined plans to expand the resource base and production profile at the Costa Fuego copper-gold project in Chile. The aim is to boost output from a PEA-stage 95,000 tonnes per annum of copper towards 150,000 tonnes per annum. An active 30,000 metre drill program and M&A strategy underpin this growth pivot.The low elevation, low strip ratio project already boasts competitive economics at baseline copper prices. But most importantly, Hot Chili's scale provides maximum exposure for shareholders as the copper market tightens. The company estimates a $0.50/lb rise in copper adds $3.3 billion in post-tax NPV and could drive the share price up to A$11.Key advantages include fully permitted access to low-cost seawater, rather than scarce freshwater sources. This provides a cost edge over peers and also opens up a potential water utility business for the region. Early stage work is underway to evaluate this opportunity.Additionally, Hot Chili is well advanced on baseline environmental studies required for permitting. The aim is to submit an EIA in 2023 and reach a construction decision in 2026, when copper markets are forecast to be very tight. First production is targeted for 2028-2030.The company is well funded, with A$24 million in cash following a royalty deal with Franco-Nevada. This leaves flexibility for further acquisitions and drill programs to expand resources at Costa Fuego. Conversations are also underway with majors, traders like Glencore, institutional investors, and automakers about strategic partnerships.In summary, Hot Chili offers investors leveraged exposure to copper via one of the few new projects of scale that can reach production before 2030. The large resource base, exploration upside, and advantages around water position it strongly against peers. While further funding will be required, the company has several options to create value, including potential spin-outs of the water rights. As copper markets tighten in the electrification era, Hot Chili's pivot to growth places it amongst the most exciting copper developers globally.—View Hot Chili's Company Profile: https://www.cruxinvestor.com/companies/hot-chili-limitedSign up for Crux Investor: https://cruxinvestor.com
Watch this on YouTube! This week we pull up the usual charts, and the companies you submitted. We start out with the S&P 500, looking like we will get a short term pullback. Gold and silver have started to roll over, we sold some silver on Wednesday last week. Uranium has been an absolute boss, spot price continuing to climb everyday. Nickel came into the buy zone last week. Next we move onto your company questions. The 10 year treasury, Americas Gold and Silver Corp, Alcoa Corp, Arizona Metals, Franco Nevada, G2 Gold, Northern Superior, Orezone Gold, Mag Silver, B2 Gold, Teck Resources, Devon Energy, SM Energy, Nutrien, VOC Energy, Ivanhoe Mines, Parex, Cardinal, and Natural Gas. Join us at SilverChartist! Uranium Insider Newsletter Silver Symposium in Las Vegas Rick Rule Portfolio Review Rule Investment Classroom Connect with us! Twitter Facebook Instagram Linkedin Water Filter System I use for Perfect Water Buffalo Rounds - Precious Metals Steve Style: https://www.stevebartonmoney.com/contact-2 Website: https://www.stevebartonmoney.com/ Email: stevebartonmoney@gmail.com DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: Spread out your investments. Don't put it all on one thing. For every bet that you make, you should devote one hour of study per month to that investment. Keep the number of bets to what you can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinion. We recommend them because they are helpful and useful, not because we are looking for the small commission.
REGISTER HERE FOR THE RULE INVESTMENT SYMPOSIUM: https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2023#/?affl=MauriceJackson REGISTER HERE FOR THE NEW ORLEANS INVESTMENT CONFERENCE: https://neworleansconference.com/wp-content/uploads/2023/08/NOIC_2023_pp.html Share This Interview: https://youtu.be/Hv9YA7C-Sio Joining us for a conversation is David Cole of EMX Royalty, which has just announced a 2nd strategic investment with Mulit-Billion Market Cap Franco Nevada. Find out the exciting details of this transaction here, along with catalysts that will push EMX's stock to melt-up. We are long-term shareholders (2016) for the virtues conveyed in today's interview. EMX Royalty (TSX.V: EMX | NYSE: EMX) Website: https://www.emxroyalty.com/ Interview with Eric Jensen: https://youtu.be/rzeWjjffaH0 Corporate Presentation: https://www.emxroyalty.com/investors/presentations/ Mr. Scott S. Close Email: sclose@emxroyalty.com Phone: +1 (303) 973-8585 About EMX Royalty: EMX Royalty Corporation has a long-standing track record of success in exploration discovery, royalty generation, royalty acquisition, and strategic investments. Our diversified, three-pronged business approach provides exposure to multiple upside opportunities while minimizing the impact on EMX's treasury. EMX's business model is designed to efficiently manage the risks inherent to the minerals exploration and mining industry. Key elements and resulting advantages of our unique approach are: We organically generate royalties through low-cost property acquisition and early-stage exploration to build value, and then develop partnerships with quality companies to advance the projects, with EMX retaining a royalty interest and receiving pre-production payments. Our organic royalty growth is supplemented by purchases of royalties from other parties, as well as strategic investments. Cash flow from royalties, advance royalties, and other property payments are supplemented by returns from strategic investments and provide "self-funding" operating capital for our ongoing business initiatives. Using this model, we sustainably grow the royalty portfolio, with minimal dilution to our shareholders. EMX's royalty and property portfolio spanning five continents and consists of a balanced mix of precious metal, base metal, and other assets. The Best Video on How to Buy Precious Metals (Bullion): https://bit.ly/3iR8Rq3 The Best Video on How to Buy Precious Metals (Bullion): https://bit.ly/3iR8Rq3 Website | www.provenandprobable.com
Interview with Raymond Jannas, CEO & Director of ATEX Resources Inc. (TSX-V: ATX)ATEX's flagship property is the Valeriano copper-gold project located 125km east of Vallenar city, within the Link Belt, in north-central Chile. The Company is focused on delineating and growing the copper-gold porphyry resource underlying a surface oxide gold deposit. Drill results to date confirm the presence of a major copper-gold porphyry system that is open in all directions. Valeriano is adjacent to the El Encierro deposit, a joint venture between Antofagasta (51%) and Barrick Gold (49%). The project is within a 120-km long zone – internally referred as the Link Belt – connecting the Maricunga gold porphyry belt to the El Indio high-sulphidation gold-epithermal belt that hosts significant copper-gold deposits. Other companies active in this area include Filo Mining, Teck Resources, Newmont Mining as well as Lundin Mining.ATEX is supported by shareholders with a long-standing track record of successful resource investment. Pierre Lassonde, co-founder of Franco-Nevada is the company's single largest shareholder, followed by a resource-focused mutual fund. Elsewhere in northern Chile, ATEX has initiated a low cost generative exploration program exploring for high sulphidation precious metals deposits and has staked a number of properties for review.
Aldebaran Resources announced a C$17.5 million non-brokered private placement led by investments from South32 and Route One Investment; SilverCrest Metals announced the results from an Updated Independent Technical Report for the Las Chispas silver mine in Sonora, Mexico; EMX Royalty executed a binding term sheet with Franco-Nevada for the joint acquisition of newly created precious metals and copper royalties sourced by EMX; Faraday Copper announced the final two drill holes from the Phase II program at the Copper Creek Project in Arizona; Calibre Mining announced additional near surface, resource expansion drill results from its 2023 program at the Pan Gold Mine in Nevada.
New drill results from Defiance Silver, Integra Resources, Tinka Resources, Ero Copper and O3 Mining. Marathon Gold sells another royalty to Franco-Nevada. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
"Part of what's driving higher industry cost right now is higher energy prices," says Paul Brink president and CEO of Franco-Nevada. "Franco-Nevada is actually a beneficiary of that situation," he tells Daniela Cambone at GSA Investor Day 2023. "Finding gold mines is tougher and tougher over time, and it means there is a real premium for good operating assets and that's driving [mergers and acquisitions] in the sector," Brink states. "The M&A cycle is typically a recycling cycle of companies in our sector," he continues. "It's a positive the central bank buying, and the odds are in the price of gold's favor," Brink concludes.
New Found Gold upsizes their drilling program. Artemis Gold provided an update on progress toward obtaining its BC Mines Act Permit. Piedmont and Tesla refine their agreement. Anfield Energy acquires more land. Skeena closes its royalty sale with Franco-Nevada. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona’s porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com.
Trident Royalties CEO Adam Davidson joins Natalie Stoberman from the Proactive studio to share more updates behind the company's sale of several pre-production gold royalties to Franco-Nevada, a gold-focused royalty and streaming company with one of the largest and most diversified portfolio of cash-flow producing assets. Davidson says the deal is worth up to US$15.8 million in cash proceeds. The royalties sale also allows Trident to hold estimated pro forma cash of approximately US$35 million, placing the Company in a strong position to pursue new opportunities and capitalize on current weakness in traditional debt and equity markets, particularly in non-precious metals commodities. #proactiveinvestors #tridentroyalties #AIM #TRR #goldroyalties #investors
Westhaven Gold Corp is focused solely on the southwestern region of British Columbia on the Spences Bridge Gold Belt. The company owns a 100%-interest in 4 properties within its 35,000 hectares land package, namely its Prospect Valley, Shovelnose, Skoonka Creek and Skoonka North Gold Properties.
Today we collaborate with the National Mining Museum and Hall of Fame. The organization is inducting a new group of mining individuals, including Franco-Nevada's Pierre Lassonde. We were able to connect with Pierre to discuss his upbringing, education, and the entrepreneurial spirit which lead to the founding and success of Franco-Nevada. Not only has Mr. Lassonde obviously found success in business, he has also found success through philanthropic outreach. We chat a little about that as well. Finally, Mr. Lassonde gives a quick synopsis of today's mining, exploration and royalty models. What is working and what may not work. In our second segment, we stick with the royalty model and welcome in Fred Bell, CEO of Elemental Altus Royalties. A lot has changed since the merger. Mr. Bell expresses those changes and reminisces of the rollercoaster which was 2022 for the company. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com.
Westhaven Gold Corp is focused solely on the southwestern region of British Columbia on the Spences Bridge Gold Belt. The company owns a 100%-interest in 4 properties within its 35,000 hectares land package, namely its Prospect Valley, Shovelnose, Skoonka Creek and Skoonka North Gold Properties.
Der Goldpreis konnte sich gestern von einem Elf-Monatstief lösen. Doch noch ist es zu früh, Entwarnung zu geben. Die Bären bleiben vorerst am Drücker.
EMX Royalty Corporation is a Canada-based precious, base and battery metals royalty company. The Company operates as a royalty and prospect generator engaged in the exploring for, and generating royalties from, metals and minerals properties. The Company's royalty and exploration portfolio consists of properties in North America, Turkey, Europe, Australia, New Zealand, and South America. It has a diversified portfolio of precious metals, base metals, and other royalty interests. Its royalties include: Leeville, Rawhide, NP Placers, Afgan, Maggie Creek, Antelope, Cathedral Well, Swift, Copper King, Goodpaster, Lucky 7, Jackson Manion, Kwai, Bruce Lake and Ophir, among others in the United States; Brestovac, Viscaria, Jasikovo, Gumsberg, Southern Gold Line, Trollberget, Bamble and Tomtebo, among others in Europe; Akarca, Balya, Sisorta, Alankoy and Trab-23 in Turkey, as well as Grand Bois and Koonenberry, among others in Asia Minor, Central and South America and Australia.
Third quarter 2021 earnings call for Franco-Nevada Corporation. For further information, please consult the company website at https://www.franco-nevada.com/Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Washington Correspondent Wilder Alejandro Sanchez updates on Tyson Foods. Travel Columnist and Podcaster Ron Pradinuk checks the recovery of travel companies and travel stocks. From New York, William Rhind at GraniteShares explains differences in gold, silver and platinum and their place in portfolios. Gavin Graham investigates uranium and its suitability for investment.
Rozhovor s hlavním analytikem společnosti XTB Jaroslavem Brychtou o jeho investiční strategii, složení akciového portfolia, hedgování portfolia nebo co znamená ve spojení s čínskými akciemi VIE. Jaroslav Brychta bude také řečníkem letošního ročníku České investiční konference 8. 11. 2021. (natočeno 31. srpna 2021)“Měl jsem velké štěstí. Podařilo se mi vydělat na první vlně krypta, kde jsem vydělal svoje první velké peníze.V podstatě mě to zabezpečilo napořád.”“Jsem dost ovlivněný Buffettem a Mungerem. Myslím si, že každý, kdo chce investovat, by si od nich měl vše přečíst.”“6 - 7 % mého portfolia tvoří čínské akcie.” AKCIE: Kuaishou, Gamestop, Virgin Galactic, Discovery, Berkshire Hathaway, TF Bank, Amazon, Facebook, Tellurian, Quickstep Holdings Limited, For Farmers, Franco Nevada, Alibaba, Tencent. BIO: Jaroslav se ve své analytické činnosti v XTB věnuje především analýze měnového trhu, měnové politice centrálních bank a jejímu dopadu na finanční trhy. V popředí jeho zájmu jako soukromého investora jsou americké a některé čínské akcie a ETF. Je také jedním z nejvyhledávanějších odborníků na kryptoměny. O těchto tématech pravidelně poskytuje komentáře do České televize, přispívá do předních internetových médií a vystupuje na investičních konferencích.CO SE V PODCASTU DOZVÍTE:Jaká je pracovní náplň hlavního analytika XTB → odkaz na Ranní komentář Jaroslava Brychty na YouTube a odkaz na XTB Akademii (0:29)Co je CFD a jak se obchoduje (4:07)Jak se dostal k investování a první vydělané peníze (6:57)Investiční nápad z České investiční konference 2020 → odkaz na přednášku (9:20)Osobní investiční strategie a nejúspěšnější spekulativní trade (12:19)Složení portfolia (16:30)Jak dlouho drží akcie (17:15)Akcie na spekulaci (19:08)Zemědělský sektor - zajímavá investiční příležitost (23:56)Neúspěchy na akciovém trhu (27:15)Jak se staví ke ztrátám (28:03)Management a jak ho kontroluje (29:34)Jaká alternativní data využívá při analýze akcií (30:31)Jak si hedguje portfolio & zlato (34:00)Čína, čínské akcie a VIE (39:39)Názor na ostatní trhy jako je Malaisie, Rusko, Jižní Amerika (47:20)Coinbase (48:36)Akcie, do kterých by neinvestoval (50:14)Shortování akcií (52:45)J. Brychta vystoupí na České investiční konferenci 8. Listopadu 2021 ONLINE. Více informací o konferenci naleznete na www.ceskainvesticnikonference.cz. Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com na twitteru @lenka_schanova. Děkuji.
Second quarter 2021 earnings call for Franco-Nevada Corporation. For further information, please consult the company website at https://www.franco-nevada.com/Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Darin Zanovich - President & CEO of Mesa Minerals Partners II came back onto the podcast to discuss their teams recent exit to Franco Nevada in December 2020, their new partnership with NGP in May 2021, and their latest acquisition in the Louisiana side of the Haynesville in July 2021.
Tom welcomes mining legend Pierre Lassonde to the show. Pierre is the Co-Founder of Franco Nevada and Formerly President of Newmont Mining. Pierre discusses how the dollar and a low-interest-rate environment are good for gold. Real interest rates have to remain low or the debt can't be repaid. Effectively today, we have negative interest rates, and that is always good for gold. When a reserve currency is strong, you don't need gold, but when it is weak, gold becomes the anti-dollar. The U.S. is doing everything it can to devalue the currency, particularly against the Yen and Yuan. Pierre expects the Dow to Gold ratio to once again reach parity. He compares the 1976 to 1980 cycle where gold went from 90 to 800, and we saw rampant inflation. Today's situation is very similar, and that is why he expects gold to ramp up over the next three to five years. He explains his metric called the Lassonde Curve and how it defines the lifecycle of a mine on a time-value basis. The curve highlights the relative risk-reward over time and where the opportunities occur for investors with patience. The gold market has changed greatly over his career. Demand for gold as an investment is steadily increasing, while jewelry demand is relatively flat. Gold behaves as insurance, and often, price doesn't matter when people think they need it. Pierre details the enormous power of the royalty business model and why it creates a lot of optionality. There are advantages to having multiple metals in a deposit particularly of interest is copper-gold deposits. Copper is essential in the modern world, and demand for it will continue to increase due to electrification. Pierre agrees that we are being deluged by information, and much of it may be wrong. He recommends going back to the source and conduct your own research. Then compare your results with others that you value. If the numbers are similar, you can likely trust their opinion. He expects the next three to five years will be unbelievable but make sure that you have real value in your portfolio to outperform. Time Stamp References:0:00 - Introduction0:38 - Low Rates & Gold2:00 - The Anti-Dollar3:47 - Dow/Gold Ratio6:40 - Seven Gold Cycles8:38 - Mine Input Costs10:35 - CEO Discipline12:24 - Equities & Margins13:19 - Lassonde Curve19:38 - His Book20:53 - Investment Demand22:35 - Shareholder Value24:34 - Royalty Model28:15 - Optimal Deposits31:44 - World Gold Council34:28 - Philanthropy36:22 - Be an Outlier40:20 - Evaluating Sources42:30 - Concluding Thoughts Talking Points From This Episode The dollar and why gold is the anti-dollar.Comparing gold cycles with today's markets.The lifecycle of a mining operation.Finding value in a world of information. A philanthropist and talented businessman, Pierre Lassonde is recognized as one of Canada's foremost experts in the area of mining and precious metals. His cumulative giving to the University of Toronto exceeds $10 million, the largest contribution to mineral/mining engineering education in Canadian university history. The Lassonde Institute of Mining, the Lassonde Mineral Engineering Program, and the Lassonde Mining Building bear his name. In 2001, Pierre was granted an honorary degree by the University of Toronto. Lassonde has received many other awards, including the Order of Canada, Mining Man of the Year, and Developer of the Year. He was inducted into the Canadian Mining Hall of Fame in 2013.
First quarter 2021 earnings call for Franco-Nevada Corporation. For further information, please consult the company website at https://www.franco-nevada.com/ Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-content Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy
Fourth quarter 2020 earnings call for Franco-Nevada Corporation. For further information, please consult the company website at https://www.franco-nevada.com/ Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-content Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy
Historically, the gold miners have led the bullion market in price direction, and right now, the equities are suggesting a rebound in price is underway, said Pierre Lassonde, chairman emeritus of Franco-Nevada. "Right now, there is a bit of a discrepancy and it started about last week where in fact the gold equities are up when the gold bullion is down, so I'm kind of wondering whether or not we're right at this particular point in the cycle where the equities are telling the bullion market that maybe there's a turn coming," Lassonde said.
Den ultimata guldguiden är här för att svara på den evigt återkommande frågan: hur köper jag guld? Hör när finansmagnaterna Martin Sandquist och Karl-Mikael Syding går igenom hur du köper guld i alla dess olika former: fysiskt, certifikat, guldgruvor och streaming. Detta och mycket mer i avsnitt 12 av Antiloop Podcast. Glöm inte att prenumerera i din podcast-app och lämna gärna en recension så hjälper du oss nå ut till fler lyssnare. Mer information om Antiloop hittar du på antiloophedge.com och på antiloophedge.com/memos får du även tillgång till Antiloops alla memos. Ingenting du hör i Antiloop Podcast är någon form av rekommendation och alla investeringar är förknippade med risken att förlora hela eller delar av ditt kapital. Antiloop Podcast produceras i samarbete med Vexaton Media. 00:00 - Intro 01:52 - Viktiga aspekter när det kommer till att köpa guld 02:22 - Att köpa och äga fysiskt guld 03:22 - Är guldets valör viktig? 04:45 - Hur en apokalyps skulle se ut i verkligheten 05:24 - Var kan du förvara ditt fysiska guld? 09:30 - Hur mycket fysiskt guld ska du ha? 10:36 - Fördelarna med pappersguld/ETC:er 12:25 - Specifika certifikat: GLD, 4GLD 15:02 - Lågt värderade guldgruvebolag 17:23 - Exponering mot miners med GDX och GDXJ 19:09 - Undvik AK47-territorium 20:12 - Exempel på hävstången i ett guldgruvebolag 21:19 - Royalty och streamingbolag - en hybrid mellan fysiskt guld och guldgruvebolag 22:52 - Franco Nevada - störst på streaming 25:55 - Två aspekter som gör streamingbolag fördelaktiga 27:19 - EMX Royalty - Ett juniort streaming bolag 29:09 - Hur kan man se att inflationen är inbyggd i priset?
Third quarter 2020 earnings call for Franco-Nevada Corporation. For further information, please consult the company website at https://www.franco-nevada.com/ Support this podcast at — https://redcircle.com/tsx-quarterly/exclusive-content Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy
This week features an interview with senior reporter Carl A. Williams on his story about the Metal Earth $104 million applied research and development program led by the Mineral Exploration Research Centre (MERC) at Laurentian University. Carl describes the science behind the initiative as well as the difficult challenge of finding new orebodies. He also discusses his interviews with MERC director Ross Sherlock and Franco Nevada chief executive officer David Harquail. All this and more with editor and host Adrian Pocobelli. Article referenced in this interview: Canadian research program seeks to transform our understanding of how orebodies form Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/
Varje slut är början på något nytt och med detta gör vi det sista avsnittet av Outsiders för att återuppstå i ny skepnad i augusti. I det sista avsnittet knyter Anna Svahn och Mikael Syding ihop säcken med några av de mest återkommande ämnena i podden kombinerat med några av era lyssnarfrågor. Tune in för ett något sentimentalt 124:e avsnitt av Outsiders. 00:25 - Varje slut är början på något nytt 03:05 - Avsnittsöversikt 03:50 - Bearcase för guld och silver 09:49 - Fulguld och hållbara investeringar 10:44 - Gran Colombia Gold, Newmont Mining och Franco Nevada 15:25 - Den juniora guldgruvan First Mining 16:52 - Synen på Bitcoin just nu 19:09 - Azelios momentum i aktiekurs och MOU:er 21:54 - Riktkurs år 2023-2025 22:50 - Frånvaro av patentskydd 24:19 - Portföljuppdatering 26:15 - Teslas bear case kortfattat
This week features Pierre Lassonde's final shareholder meeting as chair of Franco-Nevada. Lassonde discusses the founding of the company, the dramatic appreciation of the stock price over the years, and takes questions from shareholders. He remains chair emeritus at the company. All this and more with online editor Adrian Pocobelli. This week's Mining Minute features Gary Poxleitner, Principal Mining Engineer at SRK Consulting. Find him online at: https://www.srk.com/en/experts/gary-poxleitner And on LinkedIn at: https://www.linkedin.com/in/gpoxleitner/ Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com). Licensed under Creative Commons: By Attribution 4.0 License creativecommons.org/licenses/by/4.0/ Photo credit: Keith Houghton Photography.
Lots of merger and acquisition news out this morning on the back of TMAC news from Friday. SSR Mining and Alacer Gold announced they have entered into a definitive agreement to combine in an at-market merger of equals. Adriatic Metals announced they have a binding letter agreement to acquire all the issued share capital of Tethyan Resource Corp. Gran Colombia Gold announced it has signed a definitive agreement to complete a business combination with Gold X Mining and then, in combination, acquire all of Guayana Goldfields issued and outstanding shares. Exploration news from MacDonald Mines and Galway Metals. A new NSR for SolGold via Franco-Nevada. We'd like to thank our Sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Corvus Gold is an advanced gold-silver exploration and development company focused on the North Bullfrog and Mother Lode Projects in Nevada. The company has been named a Top Five TSX gold equity performer Four of the last Seven years & a multi time top 50 OTCQX performer. Corvus Gold trades on the Toronto Stock Exchange with the symbol KOR and on the OTCQX with CORVF. Follow all the news form Corvus and its two-mine projects with fast-tracked potential via the company's website, corvusgold.com. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a robust list of project and company information on their website, rio2.com.
Lawrence discusses how people are gradually waking up to what is happening. Governments can’t create credit forever without consequence, and we are now witnessing the end of that system. In the space of only six weeks, we have seen stunning moves and government actions. Eventually, people will consider currency to be an inadequate means of storing wealth. The Fed is in a doom loop; the more money they print, the more inflation goes up, then they have to create more money to buy the bonds that no one wants. The Fed is trapped and is in the same situation as the Weimar Republic 100 years ago. He discusses the possible risk of gold confiscation and why that is probably unlikely. Instead of devaluing the currency, the US will most likely choose to inflate away their problems. Whatever happens, will cause a collapse in faith in big governments. It will get messy for a while, but once things reset, the world will be a vastly better place. Against most currencies, gold is already at all-time highs. When new highs are breached in US dollars, people will start to notice. Eventually, we will return to some type of gold standard, and with the amount of money in existence, we are looking at much higher gold prices. Currently, Fed printing is off the charts and should it continue we risk rampant inflation. Coin shop demand has gone up ten times in under one week, and premiums are rocketing. Spot prices are fake and reflect price manipulation of paper claims. The Comex and LBMA are having problems sourcing gold. Eventually, counterparties will fail since they won’t have the gold to deliver. We may wake up one day soon with the price of gold at $5000. Stocks can be risky, the safest place to put money in the mining business is in the streamers. Franco Nevada, Sandstorm, and Silver Wheaton are examples of these. Majors have less risk than juniors but also less reward as they can’t grow their production quickly. His focus is on the mid-size producers that have an excellent cost profile and show growth. Time Stamp References: 0:35 - Gradual wakeup to monetary risks. 4:15 - Can they reverse this with gold confiscation? 10:10 - Gold market and why demand will drive price. 14:25 - Price targets after 1900. 26:00 - Comex/LBMA problems and 400oz bars. 29:20 - Silvers explosive upside and volatility. 32:10 - Investing in less risky mining companies. Talking Points From This Week’s Episode • People are gradually becoming aware. • Governments and the risk of gold confiscation. • The Fed is in a debt doom loop. • Gold is currently near all-time highs in most currencies. • Suggestions for investing in mining. Lawrence W. Lepard is the Founder and Managing Partner of Equity Management Associates. He has spent his entire 38-year career as an investor, principally focusing on venture capital opportunities. Before co-founding EMA, Mr. Lepard spent 13 years at Geocapital Partners, in Fort Lee, NJ. There he was one of two Managing General Partners and was responsible for several venture capital funds. Before Geocapital, Mr. Lepard spent seven years at Summit Partners in Boston and California, where he was a General Partner in Summit I and Summit II. Mr. Lepard received his BA in Economics from Colgate University, and he received an MBA with Academic Distinction from Harvard Business School.
Franco-Nevada CEO David Harquail speaks on his company's performance as well as the royalty business model at The Northern Miner's Canadian Mining Symposium held at Canada House in London, U.K., on May 22, 2019.. Topics covered include Franco's growing profile of long-life assets; precious-metals royalties and streaming as a business model; succession plans with chairman Pierre Lassonde retiring next year; and David's own experiences as a major benefactor of health care and education in Canada. Listen to the previous episode 142 for David's remarks on gold investment as chair of the World Gold Council. Our "Mining Minute" sponsored segment has Peter Corcoran, vice-president of Sandvik Mining and Rock Technology Canada, speaking on Sandvik's innovative product lines for clients. Visit www.rocktechnology.sandvik/en/contact-…cas/canada/ and www.home.sandvik/en/ for more information. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca). Music Credits: “Miami Nights – Main Theme” and “Hiding Your Reality” by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
This week on Exponential, Seymour Schulich is a legend in Canada’s mining and oil and gas industries. He built his billion dollar fortune on companies like Franco Nevada, and dozens of oil patch investments. But what the 79 year old wants to talk about these days is the energy of the future – namely Nuclear Fusion.
Interview with CEO, Anthony Milewski. (TSX: KBLT)Is ethically sourced Cobalt & Nickel important? Does China care? And they also focus on Lithium? The battery market and stainless steel is driving recent growth in Nickel so how can Cobalt27 take advantage of that? And will copying Franco Nevada and Wheatons business model work for them? More deals than anyone else in the space over the last two years, now it's time to give something back to the shareholders by focusing on cashflows. Hear Anthony's insight on all of this and more.Company page: https://www.cobalt27.comMake smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and Linkedin:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor
In this gutsy speech first recorded at The Northern Miner's Progressive Mine Forum in late 2017, Iamgold (TSX: IMG; NYSE: IAG) president and CEO Steve Letwin speaks about the need to be ever-vigilant with regards to cost control and innovation when running a business - and what calamities can happen if you're not. This is an encore broadcast of Steve's keynote in honour of his upcoming appearance at The Northern Miner's Canadian Mining Symposium to be held at Canada House in London, U.K., in late May. Other featured speakers at the upcoming symposium include: Mark Bristow, president and CEO of Barrick Gold; David Harquail, CEO of Franco-Nevada and chairman of the World Gold Council; Peter Marrone, executive chairman of Yamana Gold; and Eira Thomas, president and CEO of Lucara Diamond. Visit https://www.northernminer.com/2019-canadian-mining-symposium/ for more information on the event. In a promoted-content Mining Minute segment, Max Sali, CEO of newly listed Barrian Mining (TSXV: BARI), talks about his firm's Bolo gold asset in Nevada. Visit www.barrianmining.com for more information. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca). Music Credits: "Miami Nights - Main Theme" and "Hiding Your Reality" by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
Waterton Global Resources is seeking to oust the CEO and board members of Hudbay. First Majestic Silver announced first quarter production numbers. Osisko Mining shared new results from the ongoing exploration program at its Windfall Lake. Sokoman Mineral has reported assay results from Phase 3 drilling at the Moosehead Gold project in Newfoundland. Regulus Resources published its National Instrument 43-101 Technical Report. Paramount Gold Nevada Corp. announced that it has entered into a royalty agreement with Franco-Nevada. BHP is investing in Midland Exploration. We'd like to than our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. An updated Resources Estimate is expected in Q2 and a maiden PEA in H2 2019. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. The focus for Pacific Empire during 2019 is its Babine Porphyry Belt projects in central British Columbia where Pacific Empire has assembled a 17,000 hectare land position over the past 12 months. During 2019, Pacific Empire is also planning aggressive reverse circulation drill programs on its Sat, Bulkley and Paragon properties. More information on Pacific Empire can be found at pemcorp.ca. Brixton Metals is a precious metals exploration and development company which owns four high-potential gold silver and base metals project in both the US and in Canada. It’s Atlin Gold Project in British Columbia has shown exceptional exploration potential, returning up to 509 grams per ton gold over 5.57 meters at the project’s Yellowjacket zone. Read more about Atlin and the other projects under Brixton’s portfolio by visiting brixtonmetals.com. Brixton trades on the TSX venture under BBB and on the US OTC with BBBXF. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)
This mini-podcast features Franco-Nevada chairman Pierre Lassonde speaking at the Canadian Mining Hall of Fame 2019 induction ceremony in Toronto, telling the story of a chance meeting he had with Barrick Gold geologist Brian Meikle that forever changed Pierre's life and Franco Nevada's fortunes. During the Hall of Fame ceremony, the late Brian Meikle was one of five inductees for his major gold discoveries with Barrick Gold, including the company-building Goldstrike which grew to 60 million oz. gold and became North America's largest gold mine and the world's second-largest. Read about the ceremony and Brian's life at: Canadian Mining Hall of Fame welcomes five trailblazers https://www.northernminer.com/people-in-mining/canadian-mining-hall-of-fame-welcomes-five-trailblazers/1003805271/ View Brian Meikle's CMHF tribute video at: https://youtu.be/dsigfZtb6GA Pierre Lassonde also takes his final bow as master of ceremonies at the CMHF induction ceremony after 18 years, with Northern Miner publisher Anthony Vaccaro taking up MC duties next year. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca). Music Credits: "Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
This mini-podcast features a clash of visions between Franco-Nevada chairman Pierre Lassonde and new Barrick Gold president and CEO Mark Bristow on the value of keeping Barrick's Canadian identity and robust head office presence in Toronto. With Bristow becoming Barrick's operating head on Jan. 1 with the finalization of the merger between Barrick and Bristow's Randgold Resources, Lassonde had a few choice words to say about the matter in the media and at the Canadian Mining Hall of Fame induction ceremony in January. During Bristow's first conference call with Barrick shareholders on Feb. 13, he gave a fuller explanation of the company's corporate restructuring, and rebutted what he called "those short little hysterical cries about us closing down stuff." Mark Bristow will be one of five keynote speakers at The Northern Miner's third annual Canadian Mining Symposium at Canada House in London on May 22. Visit https://www.northernminer.com/2019-canadian-mining-symposium/speakers/ for more details. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca). Music Credits: "Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
Legendary gold mine investor Pierre Lassonde appears for the first time. Pierre is known for his leadership as an innovative mining executive and founder of the largest natural resources royal company, Franco-Nevada. In 1985 Franco-Nevada acquired a royalty in a small mining operation in the heart of the Carlin gold belt of Nevada for US$2 million. From inception to February 2002 when the company was sold to Newmont Mining for US$3.2 billion, Franco-Nevada provided its shareholders a 36% annualized rate of return. For obvious reasons there are fewer mining company executives your host would rather ask about the current state of the gold mining industry and whether or not he thinks now is a good time to increase gold share holdings. Dr. Tony Barresi will precede Pierre to update us on Triumph Gold's potential world-class, gold-copper porphyry project and we will ask Michael Oliver if his analytical view of the gold markets is in sync with Pierre's view from a fundamental viewpoint.
In this Best of Episode of Capital Ideas Radio, Mark Bunting sits down with Franco-Nevada (TSX:FNV;NSYE:FNV) CEO David Harquail to talk about the company's sector-leading streaming and royalty assets, and the firm's outstanding 18% compound annual growth rate over the last 10 years. (This episode was recorded in June of 2018.)
We travel to the heart of London to bring you this week's episode featuring an in-depth interview by Northern Miner publisher Anthony Vaccaro with Franco-Nevada chairman and Canadian Mining Hall of Fame inductee Pierre Lassonde. This exclusive interview is recorded live at the Northern Miner's Canadian Mining Symposium held in late April in Canada House at Trafalgar Square. Pierre touches on a few stories from his youth; recounts how he and his partner Seymour Schulich bought the fateful royalty on Barrick Gold's Goldstrike property; assesses Franco's current royalty model; and gives his outlook for gold in the years ahead. This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca) and the Grosso Group (www.grossogroup.com). Music Credits: "Miami Nights - Main Theme" and "Hiding Your Reality" by Kevin MacLeod (www.incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ Show less
Jason Burack of Wall St for Main St interviewed first time guest, Senior Precious Metals Analyst at GoldSilver.com, Jeff Clark. Jeff was a former mining analyst and newsletter writer at Casey Research where he wrote the Big Gold investment newsletter. Jeff writes a gold market newsletter for GoldSilver.com and his also writes articles for their blog https://goldsilver.com/blog/ Here's some of the questions and topics Jason asks Jeff about during this 30+ minute interview: 1) There was record physical gold withdrawals in November 2016 and February 2017 from the Shanghai Gold Exchange yet many mainstream gold organizations like the World Gold Council, GFMS, etc claim gold demand is weak. What's your take on demand for physical gold globally? 2) The gold to silver ratio is around 71. Do you think this means that silver is the better long term value relative to gold at this point? 3) I want to talk about the primary gold and silver mining industry. Do you think that in general the industry has done a good job at cutting costs in order to survive since gold hit $1900 and silver hit $48 in 2011 and a cyclical bear market started? 4) In December 2016, Bloomberg ran a story showing how primary gold miners are running out of economic gold reserves https://www.bloomberg.com/ news/articles/2016-12-21/gold- miners-are-running-out-of- metal-five-charts-explaining- why Do you think the industry can replace reserves at current gold and silver prices or will gold and silver prices have to go substantially higher to maintain current production levels and also to replace mined/depleted reserves? 5) Can primary gold and silver miners significantly cut more costs without shutting down mines or going bankrupt? 6) The CEO of Franco Nevada recently said that it will almost be impossible for the gold mining industry to grow production beyond current production levels. Do you agree with him? https://www.bloomberg.com/ news/articles/2017-03-01/gold- miners-running-to-stand-still- after-cuts-franco-ceo-says 7) Large gold mining companies like Barrick Gold, Newmont Mining and Goldcorp have written off their proven and probable gold reserves since 2012. Reserves have declined to 61%, 62% and 69% of the 2012 heydays. Is the gold mining industry facing very difficult supply problems now and in the future?
Jason Burack of Wall St for Main St had on returning guest, former portfolio manager and founder of 720 Global http://www.720global.com/, Michael Lebowitz. Michael's articles frequently appear on Zero Hedge. His firm 720 Global writes institutional research. During this 30+ minute interview, Jason asks Michael about the Federal Reserve and Janet Yellen announcing this week that they will not try to aggressively raise interest rates and if they are trapped and have to go to negative interest rate policy (NIRP) asap?Michael says the Fed probably won't increase interest more than at most once more in 2016 before they start reversing their interest rate hikes into rate cuts back towards zero and NIRP. Michael says central bank policies from the US, Japan, China and the ECB are driving people into gold along with the threat of NIRP. Michael thinks gold has probably bottomed and will continue to go higher long term as long as central banks keep making desperate policy decisions. Next, Jason asks Michael if he is surprised the stock market hasn't crashed yet? Michael says he has written 4 articles in the last year or so about share buybacks driving the US stock market higher. He thinks as the amount of share buybacks decreases soon the likelihood of a stock market crash and bad balance sheets of corporations doing buybacks with too much debt could increase the odds of a stock market crash. Michael cites Conoco Phillips as an example of a large corporation that did too many share buybacks in 2012 and 2013. Jason asks Michael if he thinks the recent rallies in oil and base metals prices are based on fundamentals or short covering? Michael thinks very little of those rallies have to do with fundamentals and he thinks oil goes much lower back to $20-30/barrel in the near future. To wrap up the interview, Jason asks Michael which industries he sees value for in stocks?Michael says people can start positions in larger oil companies with good balance sheets who don't have a lot of debt and that more sophisticated investors who can read financial statements well can look at oil bonds. He doesn't like the value in almost any sector but thinks select gold stocks are still very good buys. Michael says people with smaller amounts of capital should buy a gold mining ETF or gold stock mutual fund or royalty and streaming companies like Franco Nevada. Jason and Michael briefly discuss the silliness of election season now upon the US until November presidential elections are over.
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