POPULARITY
Compass, episode 14Our previous interview: https://www.cruxinvestor.com/posts/gold-stocks-show-strong-growth-as-markets-pause-7048Recording date: 6th May 2025Olive Resource Capital has reported a strong start to 2025, achieving a net portfolio gain of approximately 23–24% through April. The performance is attributed to significant gains in key gold and copper holdings, with standout contributions from Omai Gold Mines and Troilus Gold, both of which have nearly doubled in value. Arizona Sonoran, a copper-focused investment, also added to the momentum with a 30% gain, supported by rising investor interest and developments such as Hudbay's strategic involvement.The firm maintains over 50% of its portfolio in precious metals, favoring advanced-stage assets with clear paths to production or acquisition. Their investment strategy distinguishes between two categories: fundamental holdings, like Omai and Arizona Sonoran, which are held based on valuation and long-term potential; and liquid positions, consisting of larger-cap gold equities that can be adjusted in response to market conditions.A significant portion of the recent episode of Compass, the firm's investor show hosted by Executive Chair Derek Mcpherson and CEO Sam Pelaez, focused on sector-wide trends—particularly consolidation and capital flows. The duo discussed Gold Fields' $2.4 billion acquisition of Gold Road Resources. While the transaction's ~$600/oz valuation appears above historical averages, they noted that the quality of the Gruyere project and the premium jurisdiction of Western Australia may justify the pricing, especially in a potentially rising gold price environment.Equally notable was the discussion around Southern Cross Consolidated's C$120M+ equity financing. As a pre-resource exploration company, such a capital raise is rare and considered a strong signal of renewed appetite for high-grade gold systems. Sunday Creek, Southern Cross's flagship asset in Victoria, has delivered encouraging exploration results and now has the funding runway for aggressive drilling over the next two years. Olive had previously held shares in Mawson Gold, Southern Cross's predecessor, and exited with a 100% return.Finally, the team highlighted Australia's increasingly dominant role in mining market activity. With major takeovers, robust fundraising, and strong equity performance across top producers, the pace of development there contrasts with a slower environment in Canada.For investors, the message is clear: the resource sector is experiencing renewed momentum. Strategic positioning in advanced-stage projects, particularly in strong jurisdictions, may offer the most resilient upside as capital re-engages with the sector.Sign up for Crux Investor: https://cruxinvestor.com
Chantal Marx from FNB Wealth and Investments unpacks Gold Fields's big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett's surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of the National Automobile Dealers Association says vehicle sales might be showing signs of real momentum.
Claire Tyrrell discuss companies using alternative construction methods and their role in solving the housing crisis. Plus the latest on WA's federal election results; Gold Fields to acquire Gold Road Resources; and Neoen's wind farm valued at $450m.
Theo Vorster, medestigter van Galileo Capital, gesels oor die olieprys, Gold Fields se onlangse groot transaksie, en Eskom se verwagtinge rakende beurtkrag gedurende die winter. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to mining expert Peter Major about Gold Fields’ A$3.7 billion acquisition of Gold Road Resources, offering shareholders A$2.52 per share plus a variable cash component, amid rising gold prices and sector consolidation. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
Nosipho Radebe is in conversation with Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.
The ASX 200 started the week giving back 80 points to 8158 (1%) as the bank rally faded post WBC results. Slightly underwhelming and lack of growth to blame. WBC fell 3.0% taking CBA down 1.6% and the Big Bank Basket down to $265.29 (1.7%). MQG followed the other lower down 1.8% ahead of numbers Friday. Other financials gave up early gains, with RPL and XYZ, two of the only winners. REITs also slipped led by GMG down 2.2% and MGR off 0.9% with industrials also weaker. Retail sagged, PMV down 3.4% and APE off 3.1% with MYR down 3.5%. Defensives such as TLS slid 1.1% and REA down 1.8%. Resources held up better with BHP down only 0.9% and RIO off 0.9% despite rising Iron ore prices in Singapore. Gold miners were mixed, GOR jumped 9.4% on the takeover by Goldfields, NST up 0.4% and EVN up 2.1% with BGL rallying 2.2%. Lithium stocks were flat, LYC up 1.8% and oil and gas stocks crumbling in the face of oils fall. WDS down 3.6% and STO off 4.0%. Uranium stocks mixed, NXG down 4.6% and BOE up 0.8%. In corporate news, TYR pulled out of SMP talks, PLY dumped after CEO retires wounded. RWC warned on tariffs and fell 2.4% with EDV forecasting flat to modest retail sales growth. Nothing on the economic front. In Asia, China and Japan closed for a holiday. 10-year yields pushing higher to 4.26%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this episode, we chat with Adam Oehlman, CEO of African Gold, an ASX-listed junior explorer who are exploring and developing a multi-million ounce potential at the Didievi Gold project in Côte d’Ivoire. With qualifications in Geology, Mineral and Energy Economics and an MBA, Adam is an experienced mining professional with a strong background in both technical and commercial roles, holding key positions at Northern Star, Hancock Prospecting, and Goldfields. At the helm of African Gold, he gives us an overview of the business, recent activities they have undertaken, and some of the challenges they have faced and overcome. He understands the importance of mentoring, so he will provide some advice to young professionals starting out and the value you should always be looking to give your employees and others you work alongside in the industry. KEY TAKEAWAYS Young professionals should seek guidance from experienced individuals and actively pursue opportunities rather than waiting for them to come. African Gold operates in Cote d'Ivoire, a premier West African mining jurisdiction with strong infrastructure and support from existing mining companies. The company is focused on exploring and developing its Didievi Gold Project, which has a maiden inferred resource of 450,000 ounces. The company is currently executing a 10,000-meter drilling program aimed at expanding its resource base. Adam believes that the current resource is just the beginning, with the potential to exceed one million ounces. Adam highlights the company's commitment to environmental, social, and governance (ESG) initiatives. African Gold actively supports local communities, including educational programs and training for locals, to foster trust and demonstrate the benefits of mining. With gold prices at record highs, African Gold is well-positioned to capitalise on market conditions. The company plans to release a resource update and continue drilling to unlock additional resource zones, maintaining a steady flow of positive news for investors. BEST MOMENTS "I think you'd be crazy not to have a big focus on community and environment these days. It's a massive focus of us." "Every drill program we do, every hole we put in, there's gold in mind. It's not just drilling to test science; it's drilling to find answers and add shareholder value." "Cote d'Ivoire is just an absolutely lovely place. I've just been so surprised how welcoming the people are, how good the infrastructure is." "I always think people, you can probably live in your head a bit too much. So I think you probably need to think less and do more." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS Website: https://www.african-gold.com/ LinkedIn: https://www.linkedin.com/company/african-gold/ X: https://x.com/AfricanGold_Ltd Email: info@african-gold.com ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
In this episode of the Secrets of the Top 100 Agents podcast, Liam Garman sits down with Goldfields managing director Marco Gattino to dive into the evolving build-to-rent (BTR) sector, the complexities of Australia's housing supply shortage, and what lies ahead for Sydney's luxury property market. They begin by examining how BTR could be a game changer in addressing the housing affordability crisis – provided key factors like land costs, yields and international capital remain favourable. Gattino also underscores the importance of a bipartisan, long-term approach to boosting supply and warns against relying too heavily on short-term demand-side fixes. The episode wraps up with a look at the resilience of Australia's premium property market and why Sydney – with its ongoing supply constraints – is set to remain one of the country's most expensive and in demand cities. Enjoy the episode, The REB team
As the world faces economic uncertainty thanks to Donald Trump's tariffs, many in WA's Goldfields region are celebrating soaring prices for the precious metal.
Nosipho Radebe is in conversation with Mining Analyst, Peter MajorSee omnystudio.com/listener for privacy information.
Cesar Gonzalez, Executive Chairman of Bonterra Resources, discusses the recent drill results from their Gladiator Southwest target in collaboration with Gold Fields. The conversation covers the drilling strategy, future plans, and the current market trends in gold mining, including M&A activities and the significance of gold prices. Gonzalez emphasizes the importance of systematic drilling and the potential for future discoveries, while also highlighting the favorable mining environment in Canada.
Dave Hendon hears listeners' World Championship predictions, fan experiences of recent tournaments and a trip to Australia on the trail of Neil Robertson. Email us at snookerscenepodcast@mail.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Mark Beyer and Mark Pownall discuss the week that was, including the federal budget and the upcoming election; Resource unions, Goldfields push for Gold Road; Basil Zempilas' new role; Mark Beyer's trip to Alabama; and this edition's special features.
Our previous episode: https://www.cruxinvestor.com/posts/us-resource-equities-poised-to-rally-on-permitting-changes-and-project-pipelines-6275Recording date: 24th March 2025Compass, Episode 9Gold and copper prices have reached or are approaching all-time highs, creating favorable conditions across the mining industry. This price environment is beginning to positively impact equity valuations, particularly for producers adding cash to their bottom line at these record commodity prices.A significant indicator of market cycle progression is the accelerating pace of mergers and acquisitions. The M&A trend has evolved from producer-to-producer transactions to producer-to-developer deals, representing a natural maturation in the mining cycle. Recent notable transactions include Calibre-Equinox, Gold Fields' offer for Gold Road, Spartan's acquisition by Ramelius, and Northern Star's purchase of De Grey.What's particularly noteworthy is the increasing scale of these deals, with several multi-billion dollar transactions resetting expectations for developer valuations. The Australian market appears to be leading this trend.Several cash-rich producers remain positioned to make acquisitions, including Lundin Gold, Dundee, Iamgold, Barrick, and Centerra. With gold at all-time highs, producers are experiencing improved cash flows, making acquisitions easier to justify.The current market conditions are especially advantageous for single-asset producers looking to diversify and grow into multi-asset, mid-tier companies. Companies like Lundin Gold and Torex can leverage their strong market capitalizations to acquire additional properties, following a path similar to B2 Gold in previous cycles.Jurisdiction has become increasingly important, with a growing emphasis on secure Western locations. Recent policy developments in North America are enhancing project attractiveness, with Trump signing an executive order to streamline US permitting and Canada's federal government reducing its role in the permitting process. Finland and Sweden also represent favorable jurisdictions with straightforward regulatory frameworks.Three companies highlighted as particularly well-positioned in this environment include Troilus (with 13+ million ounces of gold in Quebec), Arizona Sonora (a copper project in the US with Rio Tinto involvement), and Omai (a gold project showing resource growth potential).As the market matures, investors are advised to position themselves in promising developers and explorers ahead of broader capital flows. While some companies have already seen significant share price appreciation, quality projects in favorable jurisdictions with clear paths to production remain available at attractive valuations.The progression from producer-focused to developer-focused M&A signals a maturing bull market that should benefit quality development projects, creating opportunities for investors who can identify valuable assets before they're recognized by the broader market.Sign up for Crux Investor: https://cruxinvestor.com
Justin Fris and Sam Jones discuss reasons why the Bullwinkel electorate will be one to watch at the upcoming federal election. Plus: Basil Zempilas elected leader of the WA Liberal Party; Approval for $25 million IGA shopping centre in South Hedland; Gold Road CEO speaks following $3.3bn bid by JV partner Gold Fields.
Justin Fris and Business News senior editor Mark Beyer discuss the successes and setbacks within Kwinana's industrial strip. Plus: Gold Road Resources board rejects $3.3bn offer from Gold Fields; Brazilian agribusiness giant Minerva Foods still silent on abattoir closures; Road trains back on Mineral Resources' multi-billion-dollar private haul route.
Aftermath Silver CEO Ralph Rushton joined Steve Darling from Proactive to announce the appointment of Danny Keating as a strategic advisor to the company. Keating brings over 30 years of experience in mining, processing, and infrastructure development, having led major projects across multiple jurisdictions. Most recently, Keating spearheaded the development of a High Purity Manganese project in Southern Africa, where he oversaw the construction of an EV battery demonstration plant and successfully secured strategic investors. His deep understanding of the battery market and evolving battery chemistries will be instrumental in guiding Aftermath Silver's strategic direction. Keating's extensive career includes serving as CEO of TSX-V listed Giyani Metals, a key player in the manganese battery metals space, as well as leadership roles at Alufer Mining, Dynamic Mining, and ASX-listed Lindian Resources. A South African-qualified mining engineer, he started his career with Anglo American and Gold Fields, gaining hands-on expertise in production, project development, finance, and strategy. His experience extends into investment banking and corporate finance, having worked with Collins Stewart and ABN AMRO in London, where he specialized in project funding, mergers and acquisitions, and corporate strategy. With a strong technical and operational background, Keating has successfully managed technical studies, social and environmental assessments, and permitting processes. He holds a B.Sc. in Engineering (Mining) and is a Chartered Management Accountant. With Keating's expertise, Aftermath Silver is well-positioned to advance its projects and strengthen its position in the evolving battery metals market. #proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #mining #SilverMining, #BerenguelaProject, #Mining #Silver #Copper #Manganese #Peru #DrillingResults #BatteryMetals #ResourceModel #Investing #MiningUpdate #StrategicAdvisor #Manganese #EngineeringDevelopment #CapitalMarkets #MiningNews #JuniorMining #ResourceSector #RalphRushton
MSD reports the latest drill results this morning from G2 Goldfields, Awale Resources, ATEX Resources and Abcourt Mines. 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
It's certainly not a common trajectory — from an established career in graphic design and marketing to medicine — but that’s the extraordinary career path of Dr Anna Western, a Rural Clinical School of WA alumna now working in that state’s Goldfields region. Anna discusses her choices and the determination that was required to undertake medicine while raising three young children. She reflects on the pivotal moments that led her to medicine, the challenges of balancing study with family life, and the unique opportunities and rewards of rural practice. Anna says open spaces, a vibrant community and scope for professional growth in Kalgoorlie has transformed and enriched her life and career.See omnystudio.com/listener for privacy information.
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxvgtwo-guyana-gold-explorer-preps-strategic-split-asset-sale-6550Recording date: 10th March 2025G2 Goldfields has announced a significant achievement with its latest mineral resource estimation showing over 3 million ounces of gold at its Oko-Aremu project in Guyana. This marks the company's third resource update, steadily growing from just over 1 million ounces in its first estimation to now exceeding 3 million ounces.The company completed 59,000 meters of drilling last year, primarily at the Ghanie deposit, successfully connecting previously separate zones into a continuous 2.5-kilometer mineralized shear zone. The project features two distinct mineralization styles: the high-grade OKO Main Zone, where shears 3, 4, and 5 contain approximately 960,000 ounces averaging 9 g/t gold, and the Ghanie deposit with both high-grade footwall zones (7 g/t) and disseminated hanging wall mineralization (1 g/t).CEO Dan Noone highlighted the project's robust nature regardless of cut-off grade parameters, stating, "The deposit isn't sensitive to cut-off grade... The ounces always seem to be there; it doesn't really matter what parameters we put in."The project demonstrates excellent metallurgical performance with gold recoveries averaging 98.5% at OKO Main Zone and 94.2% at Ghanie, with no problematic elements present in the mineralization. This clean metallurgical profile makes the deposit well-suited for gravity recovery methods, potentially reducing both capital and operating expenses.G2 Goldfields is currently operating two drill rigs targeting higher-grade zones at depth and along strike. Recent drilling has shown promising results, with visible gold observed in step-out holes. The company is also exploring additional targets including OKO North and an area called Birdcage.With approximately $37 million in cash, G2 is well-funded for continued exploration without requiring additional financing. AngloGold Ashanti holds nearly 15% ownership in the company, and multiple mining companies have reviewed their data room under active non-disclosure agreements, suggesting potential acquisition interest.The proximity to G Mining's neighboring project creates potential synergies that could be attractive to acquirers. Noone noted, "It's obvious to anybody that this is really one big 5-kilometer long deposit... not much different to the Kalgoorlie Super Pit which had three mines on it, or Red Lake, or Kirkland Lake. And so there's obvious synergies here."Looking ahead to 2025, Noone hopes to see gold prices remain strong above $3,000 per ounce and make additional discoveries along the main shear trend comparable to OKO Main Zone or Ghanie.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
Interview with Luke Alexander, President & CEO of Newcore Gold Ltd.Our previous interview: https://www.cruxinvestor.com/posts/newcore-gold-tsxvnew-advancing-enchi-a-gold-developer-to-watch-4714Recording date: 11th March 2025Newcore Gold is rapidly developing its flagship Enchi gold project in Ghana, establishing itself as one of the country's most advanced greenfield gold projects. The company recently strengthened its financial position through an oversubscribed financing round that raised $15 million—exceeding the initial $12 million target—with 90% backed by institutional investors. This funding, combined with existing cash reserves and in-the-money warrants, gives Newcore over $20 million to advance its ambitious plans.The Enchi project demonstrates compelling economics per its 2024 Preliminary Economic Assessment (PEA), showing an after-tax NPV of $630 million, a remarkable 92% IRR, and a swift 1.1-year payback period at a $2,350 gold price. Currently trading at approximately 0.1 times its NPV, the company presents significant upside potential as it progresses toward a Pre-Feasibility Study (PFS) expected in the first half of 2026.Newcore has expanded its drilling program from 10,000 to 35,000 meters, focusing on multiple objectives: converting inferred resources to indicated, expanding along strike, testing parallel structures, and exploring high-grade feeder zones at depth. The company aims to increase its indicated resources from 740,000 ounces to approximately 1.3 million ounces to support the upcoming PFS.The company's development strategy involves a phased approach to production, beginning with an open-pit heap leach operation processing oxide and transitional material, projected to produce approximately 122,000 ounces annually over a 9-year mine life. As the sulfide resource grows, Newcore plans to add a CIL plant around year five or six, potentially increasing production to 200,000-250,000 ounces annually.Ghana's status as Africa's largest gold producer and the sixth-largest globally provides Newcore with a stable operating environment. The country hosts operations from major miners including Newmont, Goldfields, and AngloGold Ashanti, underscoring its attractiveness as a mining jurisdiction.With management and the board owning approximately 15% of the company, interests are strongly aligned with shareholders. Newcore maintains strategic flexibility to either develop the project independently with its manageable $106 million capital requirement or position for acquisition as the resource and production profile grows.Through its aggressive drilling campaign, strong treasury position, and clear development pathway, Newcore Gold is well-positioned to create substantial value for shareholders while advancing one of Ghana's most promising gold projects.View Newcore Gold's company proflle: https://www.cruxinvestor.com/companies/newcore-goldSign up for Crux Investor: https://cruxinvestor.com
The complete audiobook is available for purchase at Audible.com: https://n9.cl/jxdl6 Robbery Under Arms A Story of Life and Adventure in the Bush and in the Goldfields of Australia By Rolf Boldrewood Narrated by Gregory Dwyer Robbery Under Arms, together with Marcus Clarke's For the Term of His Natural Life, is considered to be one of the seminal Australian novels of the nineteenth century. It is a barnstorming yarn, delivered in the first person by one Dick Marston, a vigorous and basically honourable young man, who is lured into crime due to unfavourable circumstances. One of the major themes is the importance of proper mentorship for youth. Marston's main mentors are his troubled father and the dashing bushranger, Captain Starlight, and Marston's association with them leads to personal disaster. In the end, Marston finds his own way to honour and respectability, and settles down with a faithful woman, who has patiently waited for him to complete a lengthy period of imprisonment. While the narrative reflects social views of the time which may be considered unacceptable today, particularly in regard to indigenous people and women, the author's cheerfulness and his expectation that a person's better qualities will eventually find expression remain attractive to the audience of today.
Stephen Grootes speaks to Mike Fraser, Chief Executive Officer of Gold-Fields to discuss 36% surge in normalized profit, driven by improved operational and financial performance in the second half of the year. In other interviews, Banele Rewo, founder of Z2B Stokvel and Aquaponics, talks about the groundbreaking Z2B Stokvel funding model and its role in building a thriving food ecosystem, including a meat processing plant, retail platform, and aquaponics farm in Soweto.See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Mike Fraser, Chief Executive Officer of Gold-Fields, to discuss a 36% surge in normalised profit, driven by improved operational and financial performance in the year's second half. See omnystudio.com/listener for privacy information.
Nick Kunze of Sanlam Private Wealth comments on a decent day on the markets, including results from Anglo American and Gold Fields, gold miners performing well on the day, the market recovering from the postponement of the national budget speech, and the SA bond market remaining attractive. SAfm Market Update - Podcasts and live stream
Nick Kunze from Sanlam Private Wealth unpacks the latest results from Anglo American and Gold Fields; Brett Levy looks at Blue Label's increased stake in Cell C; Gold Fields CEO Mike Fraser discusses its strong performance; SuperSport's Rendani Ramovha explains the evolving sports broadcasting business; Standard Bank's Motlatsi Mkalala examines SA's working-class struggles; and Zanele Matome of Welo Health highlights corporate wellness investments. SAfm Market Update - Podcasts and live stream
PREVIEW: AFRICA: RUSSIA: PRC: Colleague Ronan Wordsworth explains the transformation of Francophone Africa colonies to Wagner Group outposts that usher in China resource exploitation while grabbing larger shares of the gold fields. More later. 1885
City of Kalgoorlie-Boulder Mayor Glenn Wilson joined 6PR Breakfast to discuss how if elected, the WA Nationals will commit $100 million towards an Esperance desalination plant to shore up water for the Goldfields.See omnystudio.com/listener for privacy information.
Donald Trump's inauguration as the 47th US president sparks crypto euphoria and bold trade promises, while Cape Town claims the title of “Best City in the World.” Also in focus: the KZN construction mafia, local market movers like MTN and Gold Fields, and insights from Davos on SA Reserve Bank Governor's session on crypto.
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxvgtwo-aggressively-drilling-as-guyana-ma-heats-up-6029Recording date: 14th January 2025G2 Goldfields, a high-grade gold exploration company listed on the TSX Venture Exchange (TSXV:GTWO) and OTCQB (GUYGF), is advancing its gold projects in Guyana while preparing for significant corporate restructuring. The company's flagship Oko project, discovered in late 2019, has already established a resource of over 2 million ounces, with an updated estimate expected in Q1 2025 following an additional 58,000 meters of drilling.The company has announced plans to split its assets into two entities. The core G2 assets, which host the current resource, will be positioned for sale, while the regional exploration properties will be spun out into a new company called G3 Goldfields. Current shareholders will receive G3 shares on a 1:2 ratio, allowing them to benefit from both the potential G2 sale and ongoing exploration upside.G2's success in Guyana has attracted significant attention from major mining companies, with AngloGold Ashanti taking a 15% stake in the company. This investment validates both G2's assets and Guyana as an emerging mining jurisdiction. The country has seen increased interest from international miners, partly driven by Exxon's major oil discoveries that have raised Guyana's profile with American investors.In preparation for a potential sale, G2 is completing key milestones, including converting claims to prospecting licenses and updating its resource estimate. The company has already completed a year of environmental baseline studies to facilitate future permitting processes. CEO Dan Noone emphasizes the supportive nature of Guyana's government and the efficiency of its permitting system.The new G3 entity will control approximately 44,000 acres of property north of the main G2 project area, including several historic mine sites such as Peters and Aremu. G2 plans to provide G3 with $5-10 million in initial funding to support its first year of exploration activities, allowing the new company to create value before seeking additional capital.The company's strategy reflects a focused approach to creating shareholder value: developing and de-risking assets to the point of sale rather than becoming a mine operator, while maintaining exploration upside through the G3 spin-out. This dual-track approach, combined with Guyana's emergence as an attractive mining jurisdiction and strong institutional backing, positions G2 Goldfields shareholders to potentially benefit from both near-term asset monetization and ongoing exploration success.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
Interview with George Sakalidis, Managing Director of Magnetic ResourcesRecording date: 20th December 2024Magnetic Resources (ASX: MAU) has emerged as a significant player in Western Australia's gold sector with a major discovery in the Laverton region, approximately 300km north of Kalgoorlie. The company has delineated nearly 2 million ounces of gold since staking the ground in 2017, achieved through an extensive drilling campaign comprising 170,000 meters across 1,900 holes.The company's flagship Lady Julie North 4 deposit currently hosts 1.5 million ounces, with a resource upgrade expected in January. Recent drilling results have been particularly impressive, featuring high-grade intercepts including 76m @ 2.5 g/t and 24m @ 5 g/t gold. The deposit has demonstrated considerable depth potential, extending up to a kilometer down dip, supporting plans for both open pit and underground operations.A feasibility study, due in March, will examine development scenarios targeting initial production of 150,000 ounces per year. The project's economics appear robust, with preliminary studies based on a A$3,200/oz gold price showing an NPV of A$925 million, EBITDA of A$1.4 billion, and an impressive 135% Internal Rate of Return with a 12-month payback period.The project's strategic location presents significant advantages, sitting just 10-15km from two major processing plants operated by Gold Fields and Genesis. Both facilities are currently operating below capacity, opening potential opportunities for toll treatment arrangements or corporate transactions. The site also benefits from existing infrastructure, including access to a gas pipeline and proximity to established mining roads.Magnetic Resources, led by Managing Director George Sakalidis, has achieved these results at a remarkably low discovery cost of $9 per ounce. The company is well-funded with A$12 million in the bank, sufficient to complete its feasibility study, and is engaged in discussions with banks regarding project financing.The project's development path appears to have two potential routes: either advancing to production independently or pursuing a corporate transaction with neighboring producers seeking additional feed for their processing facilities. The company has established a data room and is entertaining potential M&A interest, though management emphasizes they are equally prepared to proceed with development independently.With its combination of scale, grade, strategic location, and robust economics, Magnetic Resources represents a significant new development in Western Australia's gold sector. The upcoming resource upgrade and feasibility study in early 2025 will be crucial catalysts in determining the project's ultimate development path.Sign up for Crux Investor: https://cruxinvestor.com
Mineral Resources Ltd is an Australia-based diversified resources company. The Company operates through six segments: Mining Services, Iron Ore, Lithium, Energy, Other Commodities, and Central. Mining Services division provides full pit-to-port solutions. The Company's subsidiary, Crushing Mining Services (CSI), provides crushing, screening and processing solutions for the mining companies. The Company operated three iron ore hubs across Western Australia in the Yilgarn, Pilbara and Ashburton regions with the Yilgarn operations ceasing soon having become uneconomic. The focus is on its Onslow hub intended to produce 35mtpa or iron ore when full production is reached in 2025. The Company owns three hard rock lithium mines in Western Australia, which are Mt Marion and Bald Hill in the Goldfields region, and Wodgina in the Pilbara region. The Mt Marion lithium is located approximately 40 kilometers (km) south-west of Kalgoorlie, Western Australia. The Wodgina lithium is located 120km south of Port Hedland in the Pilbara region of Western Australia. Energy segment includes two wells in the Perth Basin but part of that operation has recently been sold to help finance Onslow Iron.Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
Text me what you thought of the show
Schalk Louw from PSG Old Oak discusses Telkom, Gold Fields, and gold. Attila Kadikoy of Levantine & Co explains the rise in US bond yields, while Simon shares insights on crypto's hard run.
Marc-André Pelletier, CEO of Bonterra Resources, discusses the company's strategic reintroduction to the European market at the Precious Metal Summit in Zurich. He highlights the importance of their joint venture with Goldfields, the ongoing drill program, and the potential for new shareholder engagement. The conversation also touches on the company's infrastructure and production capabilities, emphasizing the low risk associated with restarting production at their Bachelor mine.
What if the next big gold discovery is hiding beneath British Columbia's glacial cover? Golden Cariboo Resources CEO Frank Callaghan reveals how they are making progress in BC's historic Cariboo Gold Fields through modern technology.In this exclusive interview from the Nordic Funds and Mines 2024 event, held on September 25-26 in Stockholm, Sweden, Callaghan discusses their strategic position in central British Columbia, where they're exploring one of the province's first gold mining areas, dating back to the 1860s.Tune in to learn about an untapped system with potential similar to the prolific Abitibi Gold Belt, and how they are leveraging modern airborne geophysics to drive successful drilling campaigns, with gold present in all 15 holes drilled so far.Discover how Golden Cariboo is positioning itself as an early-stage opportunity in the gold market by visiting their website: https://goldencariboo.com/Learn more about Nordic Funds and Mines: https://nordicfundsandmines.com/Watch the full YouTube interview here: https://www.youtube.com/watch?v=v_z00ts3z_cAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Interview with Claudia Tornquist, President & CEO of Kodiak Copper Corp.Hugh Agro, President & CEO of Revival Gold Inc.Recording date: 17th October 2024The mining sector is experiencing a resurgence in mergers and acquisitions (M&A) activity, presenting significant opportunities for savvy investors. This uptick is primarily driven by strong commodity prices, particularly in gold and copper, which have bolstered the cash flows of major mining companies. As a result, these industry giants are actively seeking to replenish their project pipelines, creating a dynamic environment for potential deals.Key factors fueling this M&A trend include strong commodity prices generating substantial cash flows for major miners, shortage of new projects in major companies' pipelines, especially in copper, growing preference for projects in stable, low-risk jurisdictions, and emphasis on scale and longevity of assets to attract passive investors.For investors looking to capitalize on this trend, understanding what makes a company or project an attractive M&A target is crucial. Desirable characteristics include:Large-scale projects that can "move the needle" for major companiesAdvanced-stage assets with defined resources and completed feasibility studiesLocation in stable, mining-friendly jurisdictionsStrong community relationships and robust environmental practicesAdditional exploration potential to extend project life or increase scaleInterestingly, M&A activity often accelerates when market conditions improve rather than during downturns. As the market for junior mining stocks begins to recover, we could see an increase in deal-making. This pattern presents an opportunity for investors to position themselves ahead of potential transactions.Currently, many potential acquisition targets are trading at depressed valuations, creating opportunities for acquirers to make deals at attractive prices. For investors, this means identifying undervalued companies with high-quality assets that could become M&A targets. Recent successful transactions, such as Gold Fields' acquisition of Yamana Gold and Kirkland Lake's purchase of Detour Gold, demonstrate the importance of strategic thinking about long-term industry trends and the ability to identify undervalued assets.Companies aiming to position themselves as attractive M&A targets employ several key strategies. They focus on building scale through extensive drilling programs and resource definition, which demonstrates the potential size and value of their projects. Simultaneously, these companies work to de-risk their assets by advancing them through various study stages, from preliminary economic assessments to full feasibility studies. Maintaining strong community relations, effective capital markets and marketing strategies are also implemented to ensure the company's value is well-communicated to both investors and potential buyers. Clear and consistent communication of the company's vision and strategy further enhances its appeal in the M&A market.Looking ahead, the M&A landscape in the mining sector is likely to be shaped by several emerging trends. There is an increasing focus on critical minerals essential for green technologies, reflecting the growing importance of sustainability and the transition to clean energy. The integration of advanced technologies and innovative mining practices is becoming more significant too, as companies seek to improve efficiency and reduce environmental impact. Environmental, Social, and Governance (ESG) factors are playing an increasingly important role in M&A decisions, with acquirers placing greater emphasis on targets with strong ESG credentials. For investors seeking to benefit from this M&A wave, consider focusing on companies with high-quality projects in favorable jurisdictions, look for undervalued opportunities, stay informed about broader industry trends, and consider a diversified approach to mitigate risks. While the current M&A environment presents exciting opportunities, investors should remain aware of the cyclical nature of the mining industry and the potential challenges associated with deal-making and integration. As always, thorough due diligence and a long-term perspective are essential when investing in this dynamic sector.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
John Rubino, [Follow John on his Substack https://rubino.substack.com/], joins me to discuss the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions for consideration, and speculation on which companies could be bought next. We start off discussing the news out last week that Russia is adding silver to the metals it will be purchasing in its state precious metals fund, where previously it had only been buying gold, platinum, and palladium. There has also been an increase in silver buying from India, China, and other countries in Asia as an alternative to gold for wedding seasons and gifting, due to the price differential. Also, China also has steadily been buying silver for supplying its growing solar panel industry. We review that many precious metals producers are quite cashed up, and while we saw very nice margins on their Q2 earnings reports; many market watchers are waiting see the numbers come in on both gold and silver producers Q3 earnings, to see if all their margin expansion will start tracking with generalist investors that filter companies for earnings momentum. Additionally, this may start fueling more of the senior and mid-producers to deploy this cash or their higher-valued paper to begin a bigger wave of merger and acquisition transactions. We unpack the 2 latest high-profile larger premium silver M&A deals, with the acquisition of Gatos Silver (TSX: GATO) (NYSE: GATO) by First Majestic Silver (TSX: AG) (NYSE: AG), and SilverCrest Metals (TSX: SIL) (NYSE American: SILV) getting bought out by Coeur Mining (NYSE: CDE). This then morphed into a larger discussion on nuances around merger and acquisition transactions, what John looks for in companies that could be acquired. He shares his outlook for more transactions in the smaller producers, developers, advanced explorers, and also royalty companies. This leads to comments about the recent takeover of Osisko Mining (TSX:OSK) by Gold Fields old Fields Limited (JSE: GFI) (NYSE: GFI) for their gold development project in Canada, and Filo Corp (TSX: FIL) (OTCQX: FLMMF) by both BHP (NYSE: BHP) and Lundin Mining (TSX: LUN) for their large copper project in Chile and Argentina, and if we'll see more development-stage projects acquired by producers in the near-term. We both offer up speculations in which developers could be next, with our rationale for both Skeena Resources Limited (TSX:SKE)(NYSE:SKE) and Dolly Varden Silver Corporation (TSXV: DV) (OTCQX: DOLLF) as potential takeover candidates. Wrapping up, John outlines why he is less concerned with a specific exit strategy or operational outcome, and why he is more concerned about seeking 10-bagger returns. * In full disclosure, Shad is a shareholder Silvercrest Metals, Coeur Mining, Skeena Resources, and Dolly Varden Silver at the time of this recording. Click here to visit John's Substack to keep up to date on his market and economic commentary.
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxvgtwo-significant-high-grade-gold-potential-district-scale-opportunity-5634Recording date: 1st October 2024G2 Goldfields (TSXV:GTWO) is emerging as a compelling investment opportunity in the gold exploration sector, with its strategic projects in Guyana's gold district. The company's CEO, Dan Noone, has outlined a clear vision for growth and value creation that merits investor attention.At the heart of G2 Goldfields' appeal is its flagship OKO project, which spans a significant 5-kilometer strike length. The company's aggressive drilling campaign, currently employing five rigs with a sixth on the way, aims to expand the known resource and potentially uncover new high-grade zones. This intensive exploration effort is expected to culminate in a resource update in early 2025, with Noone hinting at a potential resource exceeding 3 million ounces.A key aspect of G2 Goldfields' story is its proximity to G Mining's (formerly Reunion Gold) project. This adjacency has fueled speculation about potential consolidation or collaboration, which could unlock significant value for shareholders. Noone acknowledges this possibility, stating, "We see it as one very large deposit and at some stage we think it'll come together in some manner or form."To maximize shareholder value, G2 Goldfields is planning to spin out a new entity called G3. This strategic move will include exploration properties and historic mines not part of the main resource area, providing shareholders with additional exposure to exploration upside while allowing G2 Goldfields to focus on its core asset.The company's financial position is robust, having recently secured C$42 million in funding. This capital not only supports continued aggressive exploration but also strengthens G2 Goldfields' negotiating position in any potential deals. As Noone puts it, "We could drill for the next two and a half years and be fine. So no one's going to sit us in the corner and wait us out."Guyana's increasing attractiveness as a mining jurisdiction adds another layer to the investment thesis. The country has seen significant investment from major oil companies, establishing it as a stable and business-friendly environment. This positive perception could lead to increased interest in G2 Goldfields and other companies operating in the country.From a macro perspective, G2 Goldfields is well-positioned to capitalize on several trends in the global gold market. These include the ongoing demand for gold as a safe-haven asset, the industry-wide challenge of declining reserves and grades at existing operations, and the trend towards consolidation in the gold mining sector. However, investors should keep the potential risks in mind, including the inherent uncertainties of mineral exploration, potential volatility in gold prices, and operational challenges associated with mining in emerging markets.In conclusion, G2 Goldfields offers investors exposure to a promising gold exploration project in an emerging mining jurisdiction. With its strategic location, aggressive exploration program, strong financial position, and potential for industry consolidation, the company presents an intriguing opportunity for those looking to invest in the junior gold mining sector. As the company continues to advance its projects and explore strategic options, investors will be watching closely to see how this promising story unfolds.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
John Black, CEO & Director of Regulus Resources (TSXV:REG) (OTCQX:RGLSF), joins us for an introduction to their AntaKori Copper-Gold Project in northern Peru, with the potential for consolidation of surrounding projects in this very prolific mineralized belt. The AntaKori project currently hosts a resource with indicated mineral resources of 250 million tonnes with a grade of 0.48 % Cu, 0.29 g/t Au and 7.5 g/t Ag and inferred mineral resources of 267 million tonnes with a grade of 0.41 % Cu, 0.26 g/t Au, and 7.8 g/t Ag. The AntaKori project is immediately adjacent to the Tantahuatay Mine and mineral concessions owned by Compañía Minera Coimolache S.A. (which is a JV between Buenaventura, Southern Copper and ESPRO). On July 27th, Regulus Resources announced that it had entered into a collaboration agreement with Coimolache to evaluate the viability of an integrated Coimolache Sulphides/AntaKori copper-gold project. The evaluation will consist of a mineral resource estimate ("MRE") with the option, upon mutual agreement of the Parties following the completion of a MRE, to complete a preliminary economic assessment ("PEA"). Costs of the evaluation program will be split with Regulus paying 50% and Coimolache paying 50%. The results of the MRE and PEA can only be publicly released upon mutual agreement of the Parties. Additionally, the MRE and PEA results can be shared with third parties upon mutual agreement of the Parties. We also discussed that there are transactions in place with Gold Fields, where Regulus Resources can earn-in on up to 60% on parcels of land that fill in the gaps on their overall project land package. Then in addition to that, Rio Tinto has a 16% stake in Regulus to test out the application of their Nuton technology, focused on commercializing its proprietary suite of copper leach technologies, with potential to unlock copper from hard-to-leach ore and low-grade material, with industry-leading recoveries. This makes the competing major company interest in this area for the copper and gold compelling for a future consolidation of this district, and the Company is continuing to develop strong community relationships and ongoing engagement to clear the pathway for future development. If you have any questions for John regarding Regulus Resources, then please email me at Shad@kereport.com. Click here to follow the latest news from Regulus Resources
Interview with Dan Wilton, CEO of First Mining Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/first-mining-gold-tsxff-de-risking-multi-million-ounce-tier-one-canadian-gold-assets-5126Recording date: 20th August 2024First Mining Gold (TSX:FF) is strategically positioned to capitalize on the current strength in the gold market, with two large-scale development projects in tier-one jurisdictions. CEO Dan Wilton recently discussed the company's prospects, highlighting the advancing Spring Pole project in Ontario and the broader gold market dynamics.The flagship Springpole project is nearing a crucial milestone, with the final Environmental Assessment (EA) submission targeted for October 2024. Wilton emphasized the project's robust economics, particularly in the current gold price environment: "At $2,500 this is a shoot the lights out economic project with all-in sustaining costs that are benchmarked in the lowest quartile of the industry in a tier-one jurisdiction that is capable of producing 300,000 ounces plus a year."Recent M&A activity in the gold sector, such as Goldfields' C$2.1 billion acquisition of Osisko Mining, provides a valuable benchmark for First Mining's assets. Wilton noted, "5 million ounce plus gold projects in Canada are the most strategic and sought-after gold projects in the world, and when they get acquired they get acquired at significant values and we've got two of those in our portfolio."The gold market's strength, driven initially by central bank buying and more recently by renewed interest from North American investors, enhances the appeal of development-stage projects. Wilton pointed out a potential opportunity: "You've got it broadly a basket of gold developers that's still sitting down down on the year you know down certainly over a two-year time frame that we kind of charted in our investor deck down 50%." This disconnect between gold prices and developer valuations could present an attractive entry point for investors.First Mining is open to strategic partnerships, particularly for the Spring Pole project. Such a partnership could provide technical expertise, development capital, and potentially trigger a market re-rating of the project's value. The company is approaching several key catalysts that could drive value:Submission of the final EA for Spring Pole (October 2024)Progress towards EA approval (targeted for end of 2025)Potential strategic partnership announcementsAdvancement of the Duparquet projectWilton argues that First Mining's current market valuation significantly discounts its assets' potential value: "I would assert that it's not worth $6 an ounce anymore as it's trading out in the market today I would assert that it's worth something a lot more like the $200 an ounce that Goldfields just paid for Windfall."The broader gold mining industry faces challenges with depleting reserves and a lack of new discoveries, potentially driving M&A interest in companies with large, development-stage assets. As Wilton stated, "This development sector is going to be a core core focus I think for the industry and it's a great opportunity for investors to get in ahead of that realization right now."In conclusion, First Mining Gold offers investors exposure to large-scale gold development projects in a favorable price environment. With key milestones approaching and potential for strategic partnerships, the company could see significant value realization in the near to medium term. However, investors should carefully consider the risks and monitor the company's progress in advancing its projects and securing necessary funding.View First Mining Gold's company profile: https://www.cruxinvestor.com/companies/first-mining-goldSign up for Crux Investor: https://cruxinvestor.com
Bonterra Resources Executive Chairman Cesar Gonzalez joins MSD for a re-introduction to the company following the Osisko Mining acquisition by Gold Fields. Bonterra does have a joint venture with Osisko Mining. MSD asks where that JV ends up following the acquisition. The acquisition has sparked renewed interest in Bonterra, but the company is also focused on advancing their deposits through exploration. The market cap of Bonterra has already increased by 50% since the Goldfields-Osisko deal was announced. They plan to update their resources and continue exploration work.
Gold Fields looks to take full control of the Windfall Project with the acquisition of Osisko Mining. New drill results from Dolly Varden Silver, West Red Lake Gold Mines and i-80 Gold. Western Copper and Gold provides a Casino Update. Vizsla Copper has positive exploration news from Poplar. 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/
Nick Kunze from Sanlam Private Wealth discusses Gold Fields's disappointing update and MTN's latest performance. Steve Binnie, CEO of Sappi, on how dissolving pulp is driving profits amid a global shortage. KPMG SA's Pierre Fourie analyses the decline in global fintech investment to $51.9 billion.
Interview with David Kelley, President & CEO of Chakana Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/copper-explorers-aiming-to-fill-the-growing-supply-gap-5598Recording date: 3rd July 2024Chakana Copper, a junior exploration company, is making strides in its pursuit of a significant copper-gold discovery at the Soledad project in Ancash, Peru. Recent scout drilling results from the Mega-Gold target area have confirmed the presence of an extensive hydrothermal system, marking an important milestone in the company's exploration efforts.CEO David Kelley recently shared insights into the initial findings from the first three holes of an eight-hole program at Mega-Gold. While the market reaction to these results was initially negative due to the absence of immediate high-grade intercepts, Kelley emphasized the significance of the data collected, "We've confirmed our initial thesis. This is a big hydrothermal system. We've got hundreds of meters of pervasive alteration, we're seeing sulfide concentrations up to 10-15%, we're seeing disseminated pyrite and pyrite in multiple different types of veins. Every single hole that we've drilled so far has chalcopyrite and molybdenite." These indicators suggest the potential for a substantial mineral system, with chalcopyrite and molybdenite in every hole drilled so far pointing towards significant copper mineralization.Investors should understand that early-stage exploration is an iterative process. As Kelley noted, "Exploration is a tricky business. It's very, very, very rare that you come out and just drill your first hole, slam dunk, world-class tier-one discovery." Instead, the company is methodically gathering data to vector towards potentially higher-grade zones within the system.Chakana is employing advanced exploration techniques to maximize the value of their data. This includes hyperspectral core scanning, which allows for the three-dimensional modelling of mineral assemblages, helping to guide future drilling efforts. The company also integrates geophysical data with drilling results to map sulfide concentrations across the target area.Looking ahead, investors can anticipate several potential catalysts:- Results from the remaining five holes of the Mega-Gold drilling program- Results from three holes drilled at the La Joya target- Ongoing analysis and interpretation of data, including hyperspectral core scanning resultsThese results are expected to be released in August and September, providing further insight into the project's potential.It's important to note that the Soledad project extends beyond the Mega-Gold target. The property hosts numerous breccia pipes, with Chakana having identified 52 targets for testing. This portfolio of targets provides multiple opportunities for discovery and helps mitigate the risk associated with any single target.For investors with a high risk tolerance and an understanding of the mineral exploration process, Chakana offers exposure to a potentially significant copper-gold discovery. The company's technical approach, multiple exploration targets, and strategic partnership with Gold Fields are positive factors to consider.As the exploration program progresses, the coming months could prove pivotal in determining the ultimate potential of the Soledad project. Investors should closely monitor upcoming news releases and technical updates as Chakana continues to unravel the geology of this promising copper-gold system in Peru.View Chakana Copper's company profile: https://www.cruxinvestor.com/companies/chakana-copperSign up for Crux Investor: https://cruxinvestor.com
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxvgtwo-high-grade-gold-resource-growth-update-in-mining-friendly-guyana-5247Recording date: 28th June 2024G2 Goldfields (TSXV:GTWO) is emerging as a compelling investment opportunity in the gold exploration sector, with its flagship project in Guyana's Cuyuni Basin showcasing significant high-grade potential and district-scale opportunities.The company's current resource stands at 2 million ounces, comprising two main deposits:Oko Main Zone with 1.2 million ounces of gold at an impressive grade of 9 grams per tonne (g/t) and Ghanie Deposit with 800,000 ounces at 2 g/t gold.Recent drilling results have been encouraging, with intersections of 10 meters at 9.7 g/t gold and 52 meters at 2 g/t gold reported outside the existing resource envelope. These results underscore the potential for significant resource expansion.G2 Goldfields controls approximately 20 kilometers of strike length along the prospective gold trend, providing numerous opportunities for further discoveries. The company is actively exploring this extensive land package, with ongoing drilling at Ghanie and Oko Northwest, as well as regional exploration along the trend.CEO Dan Noone highlights the district's historical significance: "The discovery was 150 years ago in the 1770s Gold Rush. This area in the Cuyuni Basin has clearly been known as a gold district for a long time."Investors should note several key catalysts on the horizon:Resource Expansion: G2 aims to at least double the size of the Ghanie deposit by year-end.New Discovery Potential: Drilling at Oko Northwest has identified multiple high-grade zones.Updated Mineral Resource Estimate: Planned for Q1 2025, incorporating ongoing drilling results.Regional Exploration: Continued exploration along the 20-kilometer trend could yield new discoveries.The company's market capitalization has grown significantly, from approximately $4 million in 2019 to nearly C$300 million today. This growth reflects the market's recognition of G2's exploration success and the growing scale of its gold resource.Looking ahead, G2 Goldfields is considering various development scenarios, including potential collaboration with neighboring projects to maximize the district's value. This strategic approach could provide additional upside for investors.The broader gold market context is also favorable, with prices remaining strong above $2,300 per ounce. However, Noone observes a disconnect between gold prices and gold equities, potentially presenting an opportunity for investors.While G2 Goldfields offers significant potential, investors should be aware of the risks associated with junior mining companies, including exploration risk, financing requirements, and commodity price fluctuations.In conclusion, G2 Goldfields presents an intriguing opportunity for investors seeking exposure to a high-grade gold exploration story with district-scale potential. The company's combination of existing resources, exploration success, and strategic positioning in a renowned gold district makes it a noteworthy option in the gold sector. As always, investors should carefully consider their risk tolerance and portfolio allocation when evaluating an investment in G2 Goldfields.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
Outback Goldfields has signed a share purchase agreement with S2 Resources for a portfolio of gold projects in the Lapland Greenstone Belt of Finland. The S2 Finnish Projects comprise over 35,000 hectares in the prospective Central Lapland Greenstone Belt of northern Finland via a mix of granted exploration licences, exploration licence applications and exploration reservations. In addition, Outback will grant S2 an option to earn an interest in Outback's Glenfine, Silver Spoon, Ballarat West and Yeungroon gold projects, located in the Victorian Goldfields.
Olympio Metals Limited (ASX: OLY) is focused on delivering shareholder value through the discovery and development of its critical minerals projects.Discover this Australian mineral exploration company's journey and investment potential in this interview featuring Managing Director Sean Delaney. With over 30 years of industry experience in mineral and exploration, Sean explores and provides the latest updates on the firm's Hall Creek, Goldfields, and Eurelia Projects in Australia and the recently acquired Cadillac Lithium Project in Canada's Abitibi Témiscamingue region.Be sure to check out Olympio Metals' website: https://olympiometals.com.au/Watch the full YouTube interview here: https://youtu.be/iHFwGVDYvocAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1