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Bonterra Resources Chairman Cesar Gonzalez discusses new deep drilling from the Barry deposit, where five kilometre-scale holes all intersected mineralization between roughly 750 and 850 metres, supporting the company's down-dip model within the Urban-Barry camp. Gonzalez also updates the Goldfields earn-in, the recent Windfall Impact Benefit Agreement, and how Barry and Gladiator could fit into a broader regional mining complex. The conversation also covers Bonterra's 10,000-to-12,000 metre Desmaraisville program, the ongoing CEO search, and upcoming summer catalysts.
Former WA Treasurer Ben Wyatt joined Millsy & Karl on 6PR Breakfast to discuss being appointed an Officer of the Order of Australia for his extensive service to parliament, corporate governance, and indigenous communities. During the interview, Ben Wyatt reflected on his varied pre-political life in the Goldfields and military college, while sharing his insights on the shifting landscape of modern Australian politics.See omnystudio.com/listener for privacy information.
Nosipho Radebe speaks to Mining Analyst, David van WykSee omnystudio.com/listener for privacy information.
Between the California and Yukon/Klondike gold rushes was the Cariboo Gold Rush in what would become northern British Columbia. The first discovery was made in 1859, but the rush didn't get underway in earnest until 1861. This short work documents the story of this lesser-known era and how it directly affected the development of British Columbia. (Summary by TriciaG)Genre(s): Modern (19th C)Language: EnglishKeyword(s): history (910), Canada (188), Canadian History (21), British Columbia (4), cariboo gold rush (1)Group: Chronicles of Canada Series
SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within two to three years. Plus the Dow Jones turns 130, Moody's lifts South Africa's outlook from stable to positive, Balwin delists at below NAV with Calgro M3* potentially next, and stocks on the move including Shoprite*, AB InBev, Impala Platinum, and Gold Fields. Topics: SpaceX IPO, Dow Jones, Moody's, Balwin delisting, Calgro M3, Canal Plus, Pope Leo XIV on AI, oil, Shoprite, AB InBev, Implats, Gold Fields, Anglo Gold Ashanti. WorldWideMarkets is part of JustOneLap.com.
PMET is closing in on a key economic assessment of a huge lithium project in Canada. The project is set to be the fifth biggest budget main producer in the world. Meaning it is ideally placed to be a key supplier to North American and European markets looking to diversify from China. Guest Bio Ken Brinsden is CEO, President and Director of PMET Resources (ASX: PMT / TSX: PMET). He is a Mining Engineer with nearly 30 years of experience across surface and underground mining operations, spanning mine management, production, brownfield and greenfield development, and executive and board leadership across multiple commodities. Ken graduated from the Western Australian School of Mines in 1993 and has held roles at WMC Resources, Normandy, Central Norseman Gold Corporation, GoldFields, Iluka Resources and Atlas Iron. He joined Pilbara Minerals as Chief Executive Officer in January 2016 and was appointed Managing Director and CEO in May of that year, leading the company's transformation from a junior explorer into one of the world's leading lithium raw materials producers and achieving entry to the ASX 100. Ken is a member of the London Metal Exchange's Lithium Committee and is now based in Québec, where he is leading the development of the Shaakichiuwaanaan Project — the largest lithium pegmatite resource in the Americas. Produced by Resource Media ———— The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Key Insights PMET's Shaakichiuwaanaan Project Is Positioned to Become One of the World's Largest Lithium ProducersLocated in the Eeyou Istchee James Bay region of northern Québec, the Shaakichiuwaanaan Project holds the largest lithium pegmatite resource in the Americas. PMET's completed CV5 Feasibility Study targets production of up to 800,000 tonnes per year of spodumene concentrate at full capacity, which would place it in the top five hard rock lithium operations globally — a scale Ken Brinsden compares directly to the industry benchmark, Greenbushes. Stationary Energy Storage and EV Trucking Are the Demand Forces the Market Is Underestimating Brinsden reveals that stationary battery energy storage now accounts for 40% of global lithium-ion battery demand — a figure unthinkable just 18 months ago. He argues the next wave is diesel replacement in commercial trucking, enabled by megawatt-scale charging and larger battery packs, and that the compounding effect of cheaper cells across new applications means the market will continue to be surprised by the pace of demand growth. Shaakichiuwaanaan Is a Rare Triple-Commodity Critical Minerals Asset Beyond its world-class lithium endowment, the Shaakichiuwaanaan property hosts the world's largest known pollucite-hosted caesium deposit — located in the CV13 pegmatite — as well as one of the largest tantalum resources globally. Caesium is used in oil and gas drilling fluids, industrial catalysts and pharmaceuticals; tantalum is in strong demand for electronics, defence and aerospace. Brinsden explains how both co-products will contribute meaningful cost credits when the expanded feasibility study is released. Volkswagen's PowerCo and Koch Technology Solutions Provide Strategic Validation at Scale In a first for the Volkswagen Group, the automaker has taken a direct equity stake in PMET and signed a 10-year lithium spodumene offtake agreement through its battery subsidiary PowerCo. PMET has also launched a relationship with Koch Technology Solutions — a major US industrial conglomerate — focused on advancing value-added caesium chemicals production from Shaakichiuwaanaan, deepening the project's integration into North American critical minerals supply chains. Government Backing From Canada and Germany Underpins the Path to Mine Authorisation PMET has received letters of support from Export Development Canada and Germany's KfW IPEX-Bank as it advances through the Environmental and Social Impact Assessment process. Brinsden sees Canada's drive to diversify its supply chains — particularly in the context of shifting geopolitical dynamics and its deepening ties with Europe — as a powerful structural tailwind for Shaakichiuwaanaan as it targets a final investment decision in the second half of 2027.
In 1926, Detective Inspector John Walsh and Detective Sergeant Alexander Pitman were murdered while investigating gold thieves near Kalgoorlie, Western Australia. This sparked one of Australia's biggest manhunts after their bodies were found in a disused mine shaft. Joining us to unpack this case is Michael Adams from the Forgotten Australia podcast, available wherever you get your podcasts. ATC Plus subscribers can listen to this episode ad free here. You can watch our episodes by visiting our Youtube Channel here. Join our Facebook Group here. Do you have information regarding any of the cases discussed on this podcast? Please report it on the Crime Stoppers website or by calling 1800 333 000. Wanting to hear about certain kinds of crime? Check out our Spotify playlists for a curated list of our episodes.For Support: Lifeline on 13 11 1413 YARN on 13 92 76 (24/7 crisis support phone line for Aboriginal and Torres Strait Islander peoples)1800RESPECT: 1800 737 732Blue Knot Helpline: 1300 657 380CREDITS:Host: Meshel Laurie Guest: Michael Adams Executive Producer/Editor: Matthew Tankard GET IN TOUCH:https://www.australiantruecrimethepodcast.com/Follow the show on Instagram @australiantruecrimepodcast and Facebook Email the show at AusTrueCrimePodcast@gmail.com
This is a "Shortcut" episode. It’s a shortened version of this week’s more detailed full episode, which is also available on our feed. In 1926, Detective Inspector John Walsh and Detective Sergeant Alexander Pitman were murdered while investigating gold thieves near Kalgoorlie, Western Australia. This sparked one of Australia's biggest manhunts after their bodies were found in a disused mine shaft. Joining us to unpack this case is Michael Adams from the Forgotten Australia podcast, available wherever you get your podcasts. You can watch our episodes by visiting our Youtube Channel here. Join our Facebook Group here. Do you have information regarding any of the cases discussed on this podcast? Please report it on the Crime Stoppers website or by calling 1800 333 000. Wanting to hear about certain kinds of crime? Check out our Spotify playlists for a curated list of our episodes.For Support: Lifeline on 13 11 1413 YARN on 13 92 76 (24/7 crisis support phone line for Aboriginal and Torres Strait Islander peoples)1800RESPECT: 1800 737 732Blue Knot Helpline: 1300 657 380CREDITS:Host: Meshel Laurie Guest: Michael Adams Executive Producer/Editor: Matthew Tankard GET IN TOUCH:https://www.australiantruecrimethepodcast.com/Follow the show on Instagram @australiantruecrimepodcast and Facebook Email the show at AusTrueCrimePodcast@gmail.com
Bonterra Resources Chairman Cesar Gonzalez joins MSD's Ian Wagner to discuss a busy period for the Abitibi gold developer, including Marc-Andre Pelletier's departure as CEO and Gonzalez stepping in as interim CEO. Gonzalez reviews progress on the Gold Fields joint venture at Barry, where deep drilling has wrapped up and assay results are being prepared. He also outlines work on a Barry PEA and a 10,000-to-12,000-meter drill program at the company's 100%-owned Bachelor-Moroy and Desmaraisville assets, where Bonterra is testing regional and deep feeder-zone targets.
Boxer just posted ShopRite-level operating margins — so why is Pick & Pay, which owns 65% of it, trading at an implied negative enterprise value? Simon Brown unpacks the R10bn valuation paradox and whether it's a genuine opportunity. He also walks through his new AI-powered research workflow, using Claude and ChatGPT to produce and fact-check full initiating coverage reports on Balwin Properties and Raubex. Plus: gold miners Goldfields and AngloGold Ashanti on costs, Meta at its cheapest forward PE since 2022, and Open Router token data that shows xAI running a distant fourth behind Anthropic, Google, and OpenAI. WorldWideMarkets is part of JustOneLap.com.
Goldfields Ghana Limited has announced a sponsorship deal worth $5 million with the Ghana Football Association to support three national teams and the Women's Premier League
Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations or RPOs surge to almost $ 1.5 trillion.
We have a lot of new drill results out to report, including today's latest from G2 Goldfields, Kirkland Lake Discoveries, Power Metallic, and Awalé Resources. American Pacific Mining has engaged two drill contractors ahead of a fully funded 15,000-metre program at the Madison Copper-Gold Project in Montana. K2 Gold has staked additional claims in Yukon. Magna Mining is upgraded to the TSX big board.This episode of Mining Stock Daily is brought to you by... Revival Gold Vizsla SilverEquinox GoldIntegra Resources
Moya Sharp - Goldfields HistorySee omnystudio.com/listener for privacy information.
G Mining Ventures has announced a definitive agreement to acquire G2 Goldfields in an all-share transaction. Equinox Gold has reported preliminary Q1 2026 production of 197,628 ounces of gold. New drill results from Aldebaran Resources, Great Pacific Gold, Heliostar Metals and Mithril Silver and Gold. Corporate updates from Coppernico and Integra. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla 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/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra Resources 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
MSD's Ian Wagner speaks with Bonterra Resources CEO Marc-André Pelletier about a new resource update at the Bachelor and Moroy deposits, adding roughly 100,000 ounces in the measured and indicated categories. The update builds on earlier growth across the portfolio, including a 600,000 ounce increase at the company's JV with Goldfields. Bonterra also plans additional drilling at Bachelor and eyes upcoming assay results from it's exploration joint venture with Gold Fields, alongside ongoing technical studies and development evaluation work on the company's projects.
Johan has been involved in geotechnical engineering aspects of projects for the past 30 years. His expertise includes detailed design, monitoring and project management of tailings storage facilities, mine residue stockpiles and waste disposal facilities. He has also fulfilled the role of Engineer of Record for major mining clients on key assets.In his current role as the VP of Global Tailings Management at Gold Fields, he supports the implementation of leading industry practices for effective and sustainable design, construction, operation, and closure of TSFs across all Gold Fields operations. He also supports and advises on ICMM and other standards and guidelines implementation.
Alicanto Minerals (ASX: AQI) has put its foot on the Mount Henry Gold Project in WA. It has nearly a million ounces in resources already. They only completed the acquisition a month ago, and drilling is already underway. The mineralisation sits within a 16-kilometre corridor, but it's only been drilled to about 150 metres, so it's wide open. Guest bio Jeff Sansom is Chief Executive Officer of Alicanto Minerals. He is a mining executive with more than 15 years' experience across the resources sector, spanning project development, capital allocation, strategy, ESG, and capital markets. Prior to joining Alicanto, he was Head of Investor Relations and External Affairs at Regis Resources, and has also held senior roles with Perenti Group, BHP, OceanaGold, and MOD Resources. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Resources LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/ Company website: https://alicantominerals.com.au/ Key Insights 1. Mt Henry gives Alicanto an immediate gold growth platform. The Mount Henry Gold Project already hosts a 915,000-ounce Mineral Resource at 1.2g/t gold across Mt Henry, Selene and North Scotia, giving Alicanto a substantial resource base from day one. In the interview, Jeff Sansom positions the acquisition as a rare chance to secure a near-million-ounce gold project in Western Australia's Eastern Goldfields with existing permits and infrastructure access. 2. The core investment thesis is brownfields resource expansion. Alicanto's strategy is not built around a greenfields discovery, but around expanding a known mineralised system that has seen relatively shallow drilling. The 16km mineralised corridor remains open along strike and down dip, with historical drilling generally limited to shallow depths, creating a clear pathway for additional ounces through targeted follow-up drilling. 3. Selene and Mt Henry stand out as scalable open-pit style targets. Sansom highlights the thickness and continuity of mineralisation, particularly at Selene, where broad zones support the case for larger-scale open-pit growth. Alicanto's ASX materials also show both Mt Henry and Selene remain open at depth, with multiple strong historical intercepts suggesting the current resource may understate the broader system potential. 4. Fast mobilisation reduces execution lag and boosts news flow potential. Alicanto Minerals (ASX: AQI) moved quickly after the acquisition, with drilling commencing within weeks and a 50,000m multi-rig program designed to test extensions and new targets. In the transcript, Sansom notes the company plans to batch results into regular updates, which should help investors assess scale and continuity rather than isolated drill hits. 5. The valuation upside hinges on proving a multi-million-ounce outcome. One of the most important signals discussed is the contingent deal structure tied to future resource growth, including a milestone linked to defining a 2Moz resource. That frames the market opportunity clearly: Alicanto is seeking to convert a 915koz starting point into a materially larger Eastern Goldfields gold story, similar in shape to other recent brownfields re-rating successes in WA.
MSD's Ian Wagner speaks with Bonterra Resources CEO Marc-Andre Pelletier about the company's updated mineral resource at the Barry and Gladiator deposits, now totaling 3.4 million ounces of gold. The discussion covers deep drilling with Gold Fields, upcoming exploration at the Bachelor complex, and key catalysts for Bonterra through 2026.
fWotD Episode 3224: John Tonkin Welcome to featured Wiki of the Day, your daily dose of knowledge from Wikipedia's finest articles.The featured article for Tuesday, 3 March 2026, is John Tonkin.John Trezise Tonkin (2 February 1902 – 20 October 1995) was an Australian politician who was the premier of Western Australia from 3 March 1971 to 8 April 1974. A member of the Labor Party, Tonkin was a minister in the Willcock, Wise and Hawke governments. He was a member of the Western Australian Legislative Assembly from 1933 to 1977, making him the longest-serving member of the Parliament of Western Australia as of 2021.Tonkin was born in the Goldfields town of Boulder, Western Australia, the eldest of three children. His family moved several times before returning to Boulder, where he attended Boulder City Central School and Eastern Goldfields High School. After several successive jobs, he graduated from Claremont Teachers College and became a teacher, mainly working in small schools in rural areas. After several unsuccessful attempts to enter state parliament, Tonkin was elected as the member for North-East Fremantle in the 1933 state election.Tonkin first served as a minister from 1943 to 1947. He held several portfolios during this time, the most important being that of Minister for Education. Labor lost the 1947 state election, which resulted in Tonkin losing his portfolios. He transferred to the electoral district of Melville when North-East Fremantle was abolished at the 1950 state election. After the resignation of Wise as Labor leader in 1951, Hawke became leader and Tonkin became deputy leader. When Labor won the 1953 state election, he reassumed his role as a minister, including as the minister for works and minister for water supplies. In 1955, he became the first deputy premier of Western Australia following an act of Parliament to formally create the position. Labor lost the 1959 state election, causing Tonkin to lose his portfolios again.Following the resignation of Hawke in 1966, Tonkin became the leader of the Labor Party in Western Australia. After its longest period in opposition ever, the Labor Party won the 1971 state election to defeat David Brand and make Tonkin premier. Labor's one-seat majority meant that any by-election had a chance of defeating the Tonkin government. By-elections occurred in 1971 and in 1973, each of which was narrowly won by Labor. The Tonkin government's achievements included reforms in industrial relations and employment, and the passing of the Aboriginal Heritage Act 1972. After three years in government, Labor was defeated in the 1974 state election. Tonkin was succeeded as premier by Charles Court. Tonkin was appointed Companion of the Order of Australia in 1977, and has been honoured with the Tonkin Highway and John Tonkin College being named after him.This recording reflects the Wikipedia text as of 00:43 UTC on Tuesday, 3 March 2026.For the full current version of the article, see John Tonkin on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Bluesky at @wikioftheday.com.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm generative Joanna.
Dans cet épisode, enregistré lors du congrès Xplor 2025 de l'AEMQ et présenté par Charl-Pol, nous plongeons au cœur du développement minier, de l'acceptabilité sociale et de la stratégie de croissance avec Andréanne Boisvert, vice-présidente Environnement et relations communautaires, et Patrick Tobin, vice-président principal Canada chez Gold Fields. Comment faire avancer un projet aurifère majeur comme Windfall vers la construction? Comment intégrer les meilleures pratiques ESG dans le développement d'une mine au Québec? Quel rôle jouent les partenariats avec les Premières Nations et l'innovation énergétique dans la réussite d'un projet minier? Un échange concret, accessible et inspirant pour toutes les entreprises qui veulent contribuer à un développement minier responsable et durable au Québec. Podcast Minier est propulsé par Agnico Eagle.
Kieran Witthuhn from Anchor Capital breaks down Gold Fields's results – a strong dividend and solid performance – and where he'd be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and mouth disease, and current crop conditions. Simon weighs up the ‘wash sale' tactic to avoid CGT – selling in late February and buying back in March to use the R40 000 exemption – and why caution is key.
Tonight's BizNews Briefing tracks a busy market day across mining, money and technology: Peter Major names his preferred gold counters while warning copper could still be a crowded trade; Gold Fields leads a bumper SENS round-up with a $1.7bn shareholder return; Mitchell Fieldgate explains how Section 12B solar deductions work; and Bloomberg reports on humanoid robots going viral at China's Spring Festival Gala.
In this episode of Mining Stock Daily, host Michael McCrae interviews Dale Verran, CEO of Fortune Bay Corp. (TSX-V:FOR, OTCQX:FTBYF), to discuss the advancement of the company's flagship Goldfields Gold Project in Saskatchewan. Following a preliminary economic assessment that showcased an after-tax NPV of $610 million, Verran said next steps are to transition toward a prefeasibility study. Verran also highlighted the company's strong relationships with local First Nations and the benefits of operating in Saskatchewan, while briefly touching on the upside potential of their Strike and Murmac uranium projects and the Poma Rosa asset in Mexico.
On this morning's BizNews Daybreak, Alec Hogg unpacks a massive overnight shift in global markets: The "Fear & Greed" Trade: Gold has surged $300 to a record $5,566/oz, pulling JSE miners like Harmony Gold (+10%) and Gold Fields (+8%) skyward. The FT's Katie Martin and Rob Armstrong argue this isn't just a safety play—it's a "heady cocktail" of fear, greed, and naked speculation. The "Permabear" Warning: Legendary investor Jeremy Grantham reveals a "dirty trick" he played at a 1990s conference, proving that 99% of Wall Street professionals knew the Dotcom crash was inevitable but refused to say so publicly due to career risk. Fed vs. Trump: The US Federal Reserve has held interest rates steady, with Chair Jay Powell firmly asserting the central bank's independence amid pressure from the Trump White House. Tech Earnings: Big beats from Tesla, Meta, and ASML have steadied Wall Street, with Elon Musk doubling down on investments in xAI despite scepticism. Currency Check: The Rand has strengthened significantly, starting today below R15.70/$ amidst the Dollar's continued wobble.
There are new discoveries being made by explorers. We report the latest from Kenorland Minerals, Targa Exploration and Argenta Silver. There are other results in from Newcore Gold, Collective Mining and Thesis Gold. Bonterra Resources provided details of its 2026 exploration program at the Phoenix JV with their partners Gold Fields. Valkea makes some strategic appointments to its leadership team. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla 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/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com Integra Resources 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, Ian Wagner interviews Cesar Gonzalez, Executive Chair of Bonterra Resources, discussing the company's recent developments, including a CRA audit related to flow-through financing, the upcoming drilling plans for 2026, and the future prospects of the joint venture with Gold Fields. The conversation highlights the challenges and opportunities in the gold mining sector, particularly in the Abitibi region of Canada, amidst rising gold prices.
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/g2-goldfields-tsxgtwo-high-grade-gold-developer-targets-imminent-strategic-exit-7459Recording date: 7th January 2026G2 Goldfields represents a rare opportunity to invest in a first-quartile gold development asset trading at a substantial discount to fair value. The company's initial Preliminary Economic Assessment for the Oko project in Guyana has validated exceptional economics that position it among the highest-quality undeveloped gold deposits globally.The PEA outlines a 14-year mine producing 3.2 million ounces of gold with average annual production of 281,000 ounces. At $3,000 gold, the project delivers net present value of $2.6 billion, 39% internal rate of return, and 2.6-year payback against initial capital expenditure of $664 million. The capital intensity ratio of 3.9 substantially exceeds comparable projects and reflects the compounding advantages of high-grade resources averaging 3.2-3.3 grams per tonne with underground zones exceeding one ounce per tonne.What differentiates successful gold development stories from value traps is the pathway to systematic risk reduction. G2 has identified four key de-risking milestones for 2026: environmental permitting advancement, metallurgical confirmation, resource conversion drilling, and geotechnical studies. The permitting timeline of 24-30 months has been de-risked by neighbouring G Mining's 23-month experience at Oko West, whilst Guyana's improving regulatory framework reflects the country's economic diversification through offshore oil development.The 2026 drilling programme prioritises conversion of inferred resources to indicated category, focusing on early mine life production ounces and the high-grade underground zones that drive project economics. Management estimates approximately 70% of ounces reside in roughly 40% of the rock, highlighting the high-grade nature that makes resource definition particularly valuable.G2 currently trades at approximately 0.5 times net asset value compared to the historical average of 1.0 times NAV for first-quartile assets approaching development. This valuation gap represents quantifiable upside as de-risking milestones are achieved throughout 2026. Historical takeover premiums for first-quartile gold assets have averaged 1.7x NAV, creating additional acquisition potential from mid-tier and major producers seeking high-margin reserve replacement.The investment thesis strengthens considerably when considering current gold price dynamics. At $4,000 gold, project NPV increases to $4.2 billion with 54% IRR and two-year payback. With gold currently trading above $4,500 per ounce, supported by monetary policy uncertainty and geopolitical tensions, the project's economics substantially exceed the conservative base case assumptions.Management credibility is established through CEO Dan Noone's successful delivery of the Aurora mine in 2014 for $258 million, demonstrating capability to execute projects on budget in frontier jurisdictions. The team is augmenting technical capabilities with experienced mining engineers whilst engaging specialised consultants for detailed engineering and permitting work.Near-term catalysts include updated resource estimates and economics by year-end 2026, environmental permitting milestones within 12-15 months, and quarterly drill results. For investors seeking exposure to high-quality gold development with quantifiable valuation upside, proven de-risking pathway, and leverage to strong gold fundamentals, G2 Goldfields offers a compelling risk-reward proposition within the precious metals sector.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
This week's episode features Rule Investment Media CEO Rick Rule in conversation with host Adrian Pocobelli at the Investor Breakfast during the International Mining Symposium in London. Rule discusses his preferred sectors in metals and energy, offers his perspective on government intervention in mining markets, and outlines what he believes is needed to support long-term investment in the sector. This week's Spotlight highlights Fortune Bay CEO Dale Verran, who discusses the company's Goldfields project in Saskatchewan, along with the Poma Rosa project in Mexico. Learn more at https://fortunebaycorp.com/. All this and more with host Adrian Pocobelli. “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 Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201 Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K YouTube: https://www.youtube.com/@NorthernMiner Soundcloud: https://soundcloud.com/northern-miner
In this company update, we welcome back Colin Padget, President and CEO of Founders Metals (TSX.V:FDR - OTC:FDMIF - FSE:9DL0). Colin discusses the details behind the recent $50 million strategic investment from Gold Fields and the company's acquisition of an additional 36,000 hectares at the Antino Gold Project. The conversation covers the technical collaboration with Gold Fields and the company's shift toward a district-scale exploration approach, prioritizing the identification of multiple mineralized centers over immediate resource definition. Key Discussion Points: Gold Fields Transaction: Details on how the investment was structured, the technical due diligence process, and the collaborative approach to exploration in the Guiana Shield. Land Package Expansion: An overview of the new 36,000-hectare acquisition and the systematic exploration plans, including the use of Lidar and geophysics to identify new targets. Exploration Strategy: The rationale behind prioritizing drilling for scale and discovery (targeting 5-10+ million ounces) versus moving directly to a resource estimate on current targets. Drill Program Updates: Current status and exploration plans for Upper and Lower Antino, as well as regional targets including Van Gogh, Da Vinci, and Maria Geralda. If you have any follow up questions or topic you would like Colin to address please email me at Fleck@kereport.com. Click here to visit the Founders Metals website ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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Bonterra Executive Chair César González joins the show to discuss accelerating M&A across the Abitibi, highlighted by Fresnillo's move into Canada and IAMGOLD's acquisition of Northern Superior. He outlines how Bonterra fits into this evolving district through its JV with Gold Fields, the potential restart at the Bachelor-Houfren area, and the strategic value of Barry's mining lease. Despite tax-loss pressure, González remains optimistic as assays and JV results approach.
Dan Noone of G2 Goldfields provided a corporate update from the company at the Precious Metals Summit in Zurich. The company is preparing for a new mineral resource update from the Oko Gold Project. Although the exploration work continues to be successful, Dan shares some geological breakthroughs they've found in this campaign. He also shares some thoughts on the G3 spin-out previously announced this fall.
Recording date: 14th November 2025The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York Fed has announced plans for substantial liquidity injection into US markets during Q1 2026. The recent government shutdown ending will release capital trapped in the treasury system for over a month. This liquidity expansion creates sustained support for precious metals as fiat currency purchasing power deteriorates.A less obvious but transformative demand driver emerges from artificial intelligence infrastructure development. The US needs to build at least 350 gigawatts of power dedicated to AI infrastructure—equivalent to 50 nuclear power plants—representing a trillion-dollar investment cycle for power generation alone. This excludes electrical grids, transmission infrastructure, and computing hardware. Recent government partnerships with Brookfield, Cameco, and Westinghouse for nuclear facility development signal the beginning of infrastructure spending requiring massive copper, steel, and concrete quantities while necessitating continued government liquidity injection supportive of gold prices.Third quarter 2025 results demonstrated the financial leverage inherent in gold mining operations. AngloGold Ashanti increased quarterly operating cash flow from $300 million to $1.4 billion—more than quadrupling while gold prices doubled. Even accounting for the Centamin acquisition contributing 20% of production, cash flow expansion significantly exceeds gold price appreciation. The company now operates with zero net debt, increased dividends, and strategic flexibility for acquisitions or capital returns while trading at roughly half the valuation of Agnico Eagle Mines despite comparable cash generation.K92 Mining offers equally compelling value, posting six consecutive quarters of free cash flow while organically funding construction of a complete new mill, twin declines, and associated infrastructure. The Phase 3 expansion completing commissioning in Q4 2025 will drive significant cash flow growth as throughput increases with minimal incremental operating costs. Operating costs scale favorably—an 800 tonne per day mill requires similar oversight as a 3,000 tonne per day mill. Market valuations have not yet reflected this coming cash flow expansion, creating opportunity for investors who understand the timeline and trust management execution.The M&A cycle is accelerating as producers with pristine balance sheets deploy capital. Recent examples include B2 Gold taking a 19.9% stake in Prospector Generator (now funded with $40 million for 2026 exploration), Probe Gold's acquisition, New Gold's pending takeover, and Gold Fields committing $50 million to junior investments. The competition for quality assets remains in early stages despite this activity.Investment opportunities span the market capitalization spectrum: established producers generating record profits at reasonable valuations, funded developers approaching major cash flow inflections, and well-backed exploration companies positioned for discoveries. Current Q4 volatility represents tactical entry opportunities before typical Q1 seasonal strength, with multiple fundamental drivers supporting sustained outperformance of real assets over the coming decade.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
Stephen Grootes speaks to Gold Fields CEO Mike Fraser about the miner’s plan to boost output to three-million ounces by 2030, sustain production for decades, and return up to $500-million to shareholders through buybacks and special dividends. In other interviews, Hilton Kallner, CEO of Discovery Bank, chats about how the bank combines core banking principles, advanced digital technology, and Discovery’s ecosystem to create a secure, intelligent platform that connects your entire financial world. 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 a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Shaun Dendere, independent analyst, on Woolworths's latest update, Gold Fields's refreshed dividend policy and the rand's boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.
Stephen Grootes speaks to Gold Fields CEO Mike Fraser about the miner’s plan to boost output to three-million ounces by 2030, sustain production for decades, and return up to $500-million to shareholders through buybacks and special dividends. 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 a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Recording date: 4th November 2025The gold mining sector demonstrated extraordinary financial performance in Q3 2025, with gold stabilizing near $4,000 per ounce and silver between $47-49 after a recent $300 pullback. Major producers generated unprecedented free cash flow despite market volatility, positioning the sector for sustained growth.Agnico Eagle Mines produced exceptional results with $3 billion in revenue and 66% gross margins, generating $1.2 billion in free cash flow at all-in sustaining costs of $1,400 per ounce. At current gold prices, this translates to approximately $17-18 million in daily free cash flow. Newmont Corporation similarly posted strong performance with $8 billion in revenue and $1.6 billion in free cash flow from 1.4 million ounces produced.Despite Federal Reserve rate cuts temporarily reducing global liquidity flows, the fundamental investment case for precious metals remains robust. Market weakness may extend through November, but recovery is anticipated approaching December's Fed meeting as monetary debasement trends continue supporting sector strength.M&A activity accelerated significantly with Fresnillo acquiring Probe Gold for $780 million cash, marking the world's largest primary silver producer's expansion into Canadian gold assets. This departure from Mexican operations may signal jurisdiction concerns given limited recent permitting activity. Coeur Mining's acquisition of New Gold demonstrated valuation arbitrage opportunities, with the U.S.-domiciled company leveraging its 50% premium to double operational scale while achieving 40% net accretion.Strategic investments are flowing downstream from major producers to developers and explorers. Gold Fields invested $50 million in Founders Metals targeting Suriname projects, while B2Gold deployed $10 million into Prospector Metals for Yukon exploration. These investments represent modest commitments relative to daily free cash flow generation Agnico's $180 million Perpetua investment equals just ten days of current free cash flow.The preference for cash transactions injects capital directly into specialist mining funds likely to redeploy within the sector, creating a multiplier effect. Development-stage assets trading at 0.4 times net asset value versus full NAV multiples for producers enable immediate accretion through strategic acquisitions.This capital migration down the market capitalization structure from major producers to mid-tier companies, developers, and explorers represents an early-stage phenomenon with substantial additional activity expected as producer profitability compounds at sustained gold prices.Sign up for Crux Investor: https://cruxinvestor.com
Multiple witnesses report identical phenomena from the coast to the mining camps on September 10, 2024.Print Version: https://weirddarkness.com/wa-uap-rainbow-lights-september-2025/WeirdDarkness® is a registered trademark. Copyright ©2025, Weird Darkness.#WeirdDarkness #AustraliaUAP #WesternAustraliaUFO #GeraldtonLights #UAP2024 #OutbackMystery #AussieUFO #UnexplainedAustralia #MidwestWALights #PerthObservatory
Dan Noone, CEO of G2 Goldfields, provided a general corporate update on the company, including exploration ongoing at Oko and the new spin-out in G3.
Cesar Gonzales of Bonterra Resources provided an update on the two different drilling campaigns happening on their properties in the Abitibi of Canada. At the Desmaraisville South property, drilling is currently underway. Exploration work at the Phoenix JV with partners Gold Fields is slated for a 15,000m campaign.
This week's episode features Agnico Eagle chair Sean Boyd and Northern Miner Group president Anthony Vaccaro on the Great Canadian Treasure Hunt—a contest launched by the Northern Miner that hides a treasure box on public land, containing a code redeemable for C$1.3 million in gold. Boyd also shares his insights on the gold market and Agnico Eagle's philosophy, while both guests reflect on mining in Canada, mining and the Arctic. Get you first clue to the Great Canadian Treasure Hunt at http://treasure.northernminer.com All this and more with host Adrian Pocobelli. This week's Spotlight features Dale Verran, CEO of Fortune Bay, who discusses the company's Goldfields and Poma Rosa gold projects in northern Saskatchewan and Mexico. To learn more, visit fortunebaycorp.com. “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 Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201 Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K YouTube: https://www.youtube.com/@NorthernMiner Soundcloud: https://soundcloud.com/northern-miner
Interview with Dan Noone, CEO of G2 Goldfields Inc.Our previous interview: https://www.cruxinvestor.com/posts/gold-industry-leaders-confident-in-multi-year-bull-market-cycle-7179Recording date: 17th July 2025G2 Goldfields (TSX: GTWO) has emerged as a compelling takeover target following exceptional drilling results at its New Oko Discovery in Guyana and the strategic exit of AngloGold Ashanti from its 15% shareholding. The company's transformative drill results and cleared acquisition path have positioned it for a competitive sale process in Q4 2025.The New Oko Discovery, located 9 kilometers north of existing resources, has delivered some of the region's best drill results, with hole AMD30 intersecting 60 meters at 5.9 g/t Au, including a spectacular 22.5-meter section grading 9.3 g/t Au. These high-grade intersections demonstrate significant potential for underground mining scenarios and have substantially enhanced the company's resource profile.G2's combined resource base now stands at 3.1 million ounces at 3 grams per tonne across multiple zones. The company is targeting its first preliminary economic assessment (PEA) in Q4 2025, with internal studies suggesting the project could support approximately 350,000 ounces annual production, bringing it within acquisition criteria for most major gold companies.The recent disposal of AngloGold Ashanti's stake removes what many potential acquirers viewed as a blocking position. CEO Dan Noone noted that "having a corporate in there 15% is a bit of a double-edged sword," as other companies perceived it as an obstacle to transactions. The shares were successfully placed with two major European investors, demonstrating strong institutional interest.Management maintains strict discipline regarding strategic direction, planning to avoid the "builder trap" where exploration companies attempt project development themselves. The company's strategy centers on its core competency in exploration and discovery, with plans to initiate a competitive bidding process following PEA completion.G2's positioning aligns with broader gold sector consolidation trends, as major producers seek high-grade, near-term development opportunities in stable jurisdictions. The company's disciplined approach to reaching PEA stage before sale initiation positions it to capitalize on premium valuations driven by competitive acquisition dynamics.View G2 Goldfields' company profile: https://www.cruxinvestor.com/companies/g2-goldfieldsSign up for Crux Investor: https://cruxinvestor.com
We have new drill results out this morning from G2 Goldfields, AbraSilver, Gladiator Metals and Maple Gold Mines. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.comVizsla 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/Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.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
Mines ministry is fine-tuning modalities to auction nine tailing dumps at Karnataka's Kolar Gold Fields. Worth of minerals in dumps estimated at Rs 25,000-30,000 crore.
Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year (1:15). Strategies employed in quant; top 10 picks' track record (14:00). Why Barclays is a Strong Buy (31:15). Pick #2, Prudential out of Asia (34:00). FinVolution, pick #3 (36:55). Power Solutions, pick #4 (38:40). Picks 5&6: New Gold and Gold Fields (42:10). Picks #7-10 (45:20). This is an excerpt from Top Stocks For H2 2025.Get 20% off Alpha Picks and PRO Quant Portfolio!Show Notes:Steven Cress' Top 2025 StocksMacro Outlook For H2 2025 With Dr. David KellySix Barbell Picks For A Turbulent MarketEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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