Podcasts about Mining

From lunar regolith to metal-rich asteroids, this episode examines how off-world resources could spark the largest economic boom in human history — and what the fuel, transport, and political math actually looks like.Checkout Rifftrax https://go.nebula.tv/scav?ref=isaacarthurWatch my exclusive video The Fermi Paradox - Civilization Extinction Cycles: https://nebula.tv/videos/isaacarthur-the-fermi-paradox-civilization-extinction-cyclesGet Nebula using my link for 40% off an annual subscription: https://go.nebula.tv/isaacarthurVisit our Website: http://www.isaacarthur.netJoin Nebula: https://go.nebula.tv/isaacarthurSupport us on Patreon: https://www.patreon.com/IsaacArthurSupport us on Subscribestar: https://www.subscribestar.com/isaac-arthurFacebook Group: https://www.facebook.com/groups/1583992725237264/Reddit: https://www.reddit.com/r/IsaacArthur/Twitter: https://twitter.com/Isaac_A_Arthur on Twitter and RT our future content.SFIA Discord Server: https://discord.gg/53GAShECredits:The Space Mining Boom - How Resources Will Shape the Future EconomyWritten, Produced & Narrated by: Isaac ArthurEditor: Keith OxenriderGraphics: Udo SchroeterSelect imagery/video supplied by Getty Images Music Courtesy of Chris Zabriskie, Stellardrone & Epidemic Sound http://epidemicsound.com/creatorSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From lunar regolith to metal-rich asteroids, this episode examines how off-world resources could spark the largest economic boom in human history — and what the fuel, transport, and political math actually looks like.Checkout Rifftrax https://go.nebula.tv/scav?ref=isaacarthurWatch my exclusive video The Fermi Paradox - Civilization Extinction Cycles: https://nebula.tv/videos/isaacarthur-the-fermi-paradox-civilization-extinction-cyclesGet Nebula using my link for 40% off an annual subscription: https://go.nebula.tv/isaacarthurVisit our Website: http://www.isaacarthur.netJoin Nebula: https://go.nebula.tv/isaacarthurSupport us on Patreon: https://www.patreon.com/IsaacArthurSupport us on Subscribestar: https://www.subscribestar.com/isaac-arthurFacebook Group: https://www.facebook.com/groups/1583992725237264/Reddit: https://www.reddit.com/r/IsaacArthur/Twitter: https://twitter.com/Isaac_A_Arthur on Twitter and RT our future content.SFIA Discord Server: https://discord.gg/53GAShECredits:The Space Mining Boom - How Resources Will Shape the Future EconomyWritten, Produced & Narrated by: Isaac ArthurEditor: Keith OxenriderGraphics: Udo SchroeterSelect imagery/video supplied by Getty Images Music Courtesy of Chris Zabriskie, Stellardrone & Epidemic Sound http://epidemicsound.com/creatorSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The COP30 climate summit will open on November 10 in Belem, a city in Brazil's Amazon, as the rainforest continues to be threatened by deforestation. One reason is the mining of gold – essential for smartphones and computers. Peru is South America's leading producer of the precious metal. With prices reaching record highs, artisanal mines are operating at full capacity, polluting the rainforest in the process. In response, some are now trying to reduce the environmental impact of their activities and offering "clean" gold. FRANCE 24's Agathe Fourcade and Martin Chabal report, with Wassim Cornet.

In today's episode, we're joined by Pascal Hamelin, President and CEO of Abcourt Mines, a Canadian gold producer and explorer with a strong footprint in Quebec. We'll be discussing Abcourt's flagship Sleeping Giant Mine, the company's focus on narrow vein underground mining, and how innovation, automation, and community engagement are shaping its next phase of growth. Pascal is also going to be attending the upcoming Resourcing Tomorrow event - the premier gathering for the world's mining leaders taking place in London from 2-4 December. What sets this event apart is its unmatched audience: C-level executives from the biggest mining companies worldwide, over 40 government ministers, leading mining technology providers, and more. Dig Deep The Mining Podcast is proud to partner with Resourcing Tomorrow so to register, go to https://hubs.ly/Q03JvH2K0 and use DIGDEEP10 for 10% off your pass. KEY TAKEAWAYS The company, originally focused on zinc, shifted to gold assets in Northern Quebec in the mid-2000s, leveraging its ownership of the Elder Mine and eventually acquiring the high-grade Sleeping Giant Mine and Mill in 2016. Abcourt secured financing in mid-2025 to restart the Sleeping Giant Mine, which boasts historically high-grade, narrow-vein underground gold (averaging 10.3 grams/tonne G/T) The company champions narrow-vein underground mining to minimise waste and surface disruption, a model with higher social acceptability Abcourt sees significant deep exploration potential at Sleeping Giant, believing the high-grade deposit extends to greater depths where "no one drilled yet" BEST MOMENTS "The main focus and why I came in was to actually start the Sleeping Giant Mine." "The issue we have with mining that narrow is the equipment is not there... I believe that the advancement of technology right now is going at full speed." "The belief is there's a giant at depth. And no one drilled at depth yet... So we're just scratching the surface on that deposit." "If you have an underground narrow-vein mine with 200 employees, 300 employees, with a 20, 30-year life – that's what people like." 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 CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In this podcast, Edmund Shing (Global Chief Investment Officer) and Hiba Mouallem (Investment Strategist) talk about how investors can diversify away from US tech stocks. Investors would be mistaken in thinking that the Magnificent 7 have been “the only game in town” as far as US stock investing goes. We highlight three US stock themes which have outperformed the S&P 500 and Nasdaq 100 indices over 2025, but which are not dominated by the tech sector. These themes are: i) The US industrial renaissance, ii) US smart grid infrastructure, and iii) the US metals & mining sector.The reindustrialisation of the US economy is a key political objective of President Trump, reinforced by his import tariff policy and aided by a weaker US dollar and lower US interest rates. The RBA US industrial renaissance index tracking this theme has returned 31% in the year to end-October. The substantial growth in US electricity demand from new data centres has led the Nasdaq Clean Edge Smart Grid Infrastructure index to deliver a 35% 10-month return. Finally, renewed interest in precious and strategic metals has propelled the S&P Metals & Mining index to a 74% gain in 2025.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Crypto News: Jim Cramer says we are in a bear market. Bitcoin's monthly chart shows warning signs of bulls losing momentum. Crypto whale who nailed the October crash opens $55M BTC and ETH longs. Brought to you by✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

Gold ripped to new highs, then corrected...now what? In this episode, host Moneer Barazi sits down with renowned analyst Don Durrett of GoldStockData.com to unpack the pullback, the S&P 500 correlation, and whether this is a classic “buy the dip” in a continuing bull market. Don lays out why he thinks higher highs are still ahead, how the “fear trade” could ignite, and where miner leverage becomes explosive.We also dive into the macro: recession odds, tariffs and trade tensions, the BRICS realignment, and what all of this means for positioning into 2026. Plus, Don shares his portfolio approach: when to hold, when to cull the “dogs,” and how to size positions without losing sleep. Watch now for the signals he's tracking next and how he's preparing for the turn.Check out: https://www.goldstockdata.comWatch the full YouTube interview here: https://youtu.be/nG5deGV-f90And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

In this episode of Mining Stock Education, hosts Bill Powers and Brian Leni delve into the cyclical nature of junior mining stocks and the investor psychology driving their boom-and-bust cycles. They discuss the impact of greed and fear on market behavior, the importance of being rules-based, and share insights on their investing approaches. Notable quotes include Howard Marks on how changes in fundamentals filtered through investor psychology produce price changes, and the significance of sentiment change in a bull market. Bill and Brian also reflect on recent financing deals in the sector, the challenges of junior mining investments, and the importance of having an exit strategy. Additionally, they share their perspectives on the gold-silver ratio and the critical role of management integrity in junior mining ventures. 00:00 Introduction 01:07 Investor Psychology and Market Dynamics 03:17 Strategies for Junior Mining Investments 07:57 Greed and Fear in Investing 12:45 Marketing and Promises in the Mining Sector 16:55 Management and Investor Relations 20:08 Greasy founders hire legitimate operators 26:02 ATEX Financing and Dilution Concerns 31:05 Funding Challenges and Market Dynamics 33:20 Accelerator Clauses and Shareholder Concerns 35:01 Rights Offerings Explained 36:09 NexMetals: A Case Study 40:55 Probe Gold Acquisition 42:39 Debating the Gold-Silver Ratio 50:57 Investment Patience and Strategy 55:16 Final Thoughts and Advice Brian's website: https://www.juniorstockreview.com/ Bill's Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Clarence Ford was joined by Tebello Chabana, Senior Executive: Public Affairs and Transformation to discuss the report’s findings, unpack their significance for households and the economy, and explain how mining performance impacts broader South African society. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Q2 and Q3 were explosive for bitcoin miners pivoting to AI. H.C. Wainwright's Kevin Dede joins us to give his takes on the latest AI deals from IREN, CIFR, WULF, and more.  Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin Dede, Managing Director at H.C. Wainwright, joins us to give a pulse check on the bitcoin miners pivoting to AI. We cover the latest deals from IREN, Cipher, Terawulf, and others, and pick apart whether the neocloud or powershell business model is the best fit for bitcoin miners. Plus, what the CoreWeave-Core Scientific deal's failure means for the AI-miner market as a whole, why bitcoin mining won't die easily in the U.S., and why Dede thinks the AI-miners are just getting geared up. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet Timestamps: 00:00 Start 02:34 Intro 03:33 Mining stock overview 04:13 AI 06:03 HPC 08:52 IREN 13:05 Infrastructure & Neo-Cloud 19:18 Miners w/ AI are ripping 20:16 Financing options 22:25 CORZ & Core Scientific 29:02 How many winners can there be? 31:18 JV deals 33:38 Bullish or bearish majors

Joe replies to Gavin’s video examining his position on the Didache and it’s scholarship, as it applies to the Papacy. Transcript: Joe: Welcome back to Shameless Popery. I’m Joe Heschmeyer and I have to apologize in advance. I’m losing my voice a little bit, so this may be a little raspier than usual, but I wanted to reply to Dr. G Orland’s recent video about bishops in the early church and a controversy over the meaning of the did decay. So does the earliest Christian evidence disprove Catholicism on the papacy or does it actually disprove the belief many Protesta...

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Kevin Dede, Managing Director at H.C. Wainwright, joins us to give a pulse check on the bitcoin miners pivoting to AI. We cover the latest deals from IREN, Cipher, Terawulf, and others, and pick apart whether the neocloud or powershell business model is the best fit for bitcoin miners. Plus, what the CoreWeave-Core Scientific deal's failure means for the AI-miner market as a whole, why bitcoin mining won't die easily in the U.S., and why Dede thinks the AI-miners are just getting geared up. Notes:  • AI runway better than mining for miners • IREN Microsoft deal is a win for powershell model thesis • AI business lines give miners better access to capital • Miners with exposure but no deals on the table could offer interesting opportunities • Mining in the U.S. not done yet Timestamps: 00:00 Start 02:34 Intro 03:33 Mining stock overview 04:13 AI 06:03 HPC 08:52 IREN 13:05 Infrastructure & Neo-Cloud 19:18 Miners w/ AI are ripping 20:16 Financing options 22:25 CORZ & Core Scientific 29:02 How many winners can there be? 31:18 JV deals 33:38 Bullish or bearish majors

Recording date: 17th October 2025Jeff Phillips has spent three decades navigating the volatile junior resource sector, developing an investment philosophy he describes as "parental supervision" rather than traditional activism. His approach involves taking substantial positions of 4-10% ownership in carefully selected companies and providing strategic guidance on capital raising, shareholder composition, and development milestones.Central to Phillips's strategy is maintaining a concentrated portfolio of just 10-14 meaningful positions across different commodities and exploration models. He argues that excessive diversification—he cites investors holding 97 or more junior resource stocks—makes portfolio management impossible and dilutes the impact of successful investments. His mathematical reasoning is straightforward: even a 10,000% return becomes insignificant if spread across too many positions.Share structure represents Phillips's primary investment criterion. He seeks companies where 50-60% of outstanding shares are held by fully reporting insiders and major shareholders whose holdings must be publicly disclosed. This concentration indicates genuine long-term commitment, contrasting sharply with companies claiming high insider ownership where only minimal percentages are actually reported. Phillips has recently taken this preference further, requesting year-long lock-ups on his investments rather than standard four-month holds to prevent warrant flipping and allow management to execute their programs.Management quality ranks equally important. Phillips invests exclusively with proven teams who have previously built companies, made significant discoveries, or successfully navigated projects to exit. He avoids "lifestyle" management teams who perpetually raise money without building substantial value, focusing instead on those pursuing tier-one discoveries through what he calls "elephant hunting."Phillips believes the sector is entering a generational bull market driven by government supply security concerns and direct state investment in critical metals projects. He favors copper, uranium, rare earths, and antimony, though he cautions investors to expect periodic corrections or "rain delays" rather than uninterrupted appreciation. His typical holding period extends five to six years, reflecting the patient capital required for junior exploration companies to advance through development stages and create meaningful shareholder value.Sign up for Crux Investor: https://cruxinvestor.com

This week's episode features Lundin Mining President and CEO Jack Lundin in conversation with host Adrian Pocobelli on the major challenges facing miners as the world races to secure critical minerals. Lundin shares his insights on managing a global mining company, the looming copper market deficit, and his unique experience running in the World's Deepest Marathon at Boliden's Garpenberg zinc mine in Sweden. Organized by education company BecomingX, the International Council on Mining and Metals and Boliden, the event is poised to set Guinness World Records for the deepest marathon and the deepest underground marathon distance run, pending final verification. All this and more with host Adrian Pocobelli. This week's Spotlight features Becker Mining Systems Canada CEO Albert Bower on the company's cutting edge communications technologies for both overground and underground mining, as well as how artificial intelligence is helping improve outcomes on mine sites. To learn more, visit: https://www.becker-mining.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

Escuche esta y más noticias de LA PATRIA Radio de lunes a viernes por los 1540 AM de Radio Cóndor en Manizales y en www.lapatria.com, encuentre videos de las transmisiones en nuestro Facebook Live: www.facebook.com/lapatria.manizales/videos

Stephen Grootes speaks to Tebello Chabana, Senior Executive: Public Affairs and Transformation at Minerals Council South Africa, about the #MiningMatters 2025 report. It shows mining supported R470 billion in household income, 874,000 jobs, and R342 billion in taxes and wages in 2024. The report highlights that women now make up 19% of the workforce and stresses the need for a stable, competitive environment to sustain growth beyond the mine gates. 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.

We have new M&A news this morning about of the big miners. Alaska Silver discovers a new silver zone. New drill results from Omai Gold Mines and Amarc Resources. Corporate updates from Kenorland Minerals and Meridian Mining. 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

Headframe Spirits (Butte, MT) WF076 Today, a bit of a hybrid episode. As part of the Great 48 Tour, I decided to revisit a distillery in the mining town of Butte, Montana. It's a distillery that tells the story of Butte America and the town's mining legacy through its spirit names. So, not only was I fascinated by it's storytelling, I was also intrigued by the fact I've seen stills around the country with Headframe's logo. So, I wanted to dive a little deeper with founder John McKee, who not only has a passion for making a unique (for America) style still, but also is a great ambassador for the town of Butte. A good bit of history, some talk about whiskey, and a wee bit of a technical deep dive into what makes his stills different from the pot stills and column stills we see throughout the industry. Enjoy this interview/flight with an additional 5 minutes of content as a member of the Whiskey Lore Speakeasy: patreon.com/whiskeylore  Cheers and slainte mhath, Drew

On Monday's show: We learn about renewed efforts in Texas to mine for minerals and metals needed for renewable energy, microchips, or military technology.Also this hour: We offer Houstonians a chance to vent about their pet peeves about life in our city.And we discuss the latest developments in Houston sports with Jeff Balke.Watch

Interview with Rudi Deysel, Board MD & CEO OF West Wits MiningOur previous interview: https://www.cruxinvestor.com/posts/west-wits-mining-asxwwi-gold-producer-doubles-npv-to-500m-with-81-irr-in-updated-dfs-7533Recording date: 30th October 2025West Wits Mining (ASX:WWI) has successfully transitioned from project developer to gold producer, achieving a significant milestone on October 14, 2025, with its first underground ore production in South Africa's renowned Witwatersrand Basin. Managing Director and CEO Rudi Deysel confirmed that following a three-month mobilization period beginning in July, the company completed its first physical blast and ore transport from the mine.The project's unique structure allows for simultaneous development and production, facilitated by previous early works that established an operational footprint. "We actually produced our first ore around the 14th of October. So that was the first physical blast and first transport of ore out of the mine," Deysel stated. Stockpiles are being transported to Sibanye Stillwater's Ezulwini processing plant under tolling arrangements, enabling the company to generate revenue while advancing development.Early results have exceeded expectations, with production tracking marginally above resource model forecasts. Ground conditions have proven excellent, with fresh rock and strong stability allowing rapid advancement of the one-east and one-west temporary declines. Drilling and blasting cycle times are completing within single shifts, with the operation progressing toward multi-blast approvals that could double production capacity at working faces.West Wits has implemented modern hydropower technology over traditional compressed air systems common in older South African mines, delivering significant power savings by eliminating compression losses and leakage issues. The company has also deployed digital infrastructure including volume scanning, electronic sampling systems, and real-time vibration monitoring.The project remains fully funded through to steady-state production of 70,000 ounces annually, with an eight-to-nine-month payback period at current gold prices. Management maintains a disciplined focus on establishing sustainable mining practices and quality standards during this critical ramp-up phase, while pursuing a longer-term growth target of 200,000 ounces per annum within three years. "Once you prove yourself as a good operator and you deliver what you promised then you really get financial partners that support you," Deysel emphasized.View West Wits Mining's company profile: https://www.cruxinvestor.com/companies/west-wits-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Gord Glenn, President & CEO of Minnova Corp.Our previous interview: https://www.cruxinvestor.com/posts/minnova-mci-planning-price-pace-potential-partners-1103Recording date: 28th October 2025Minnova Corp (TSXV:MCI) presents a distinctive investment opportunity in the junior gold development space, combining near-term production potential with substantial infrastructure advantages and exceptional leverage to elevated gold prices. The company is advancing the past-producing PL Gold Mine in northern Manitoba toward production by late 2027 or early 2028, following a strategic pivot from underground to open-pit mining that transforms the project's risk-return profile.The company's most significant competitive advantage lies in its existing infrastructure. An on-site 1,000-ton-per-day mill remains in serviceable condition, requiring only $15-20 million in refurbishment versus the $100+ million that peer companies must invest to build new processing facilities. Combined with owned power lines connected to Manitoba's hydroelectric grid and major permits still in place from the 1980s operation, Minnova effectively enjoys a $50-75 million head start over grassroots developments. The mill's location just 200-300 meters from the planned open pit eliminates the substantial haulage costs and logistical complexity that burden many competing projects.The transformation in gold prices has fundamentally altered project economics. Minnova's 2017 feasibility study, prepared when gold traded at $1,250 per ounce, contemplated an 800-ton-per-day underground operation producing 46,000 ounces annually. While technically viable, the project struggled to attract financing. With gold now above $4,000 per ounce, the company has shifted to an open-pit strategy that can utilize the mill's full 1,000-ton-per-day capacity from day one. The 2017 underground scenario showed a 300% after-tax internal rate of return at $2,500 gold; the lower-cost open-pit approach should deliver even stronger metrics.The technical program supporting this strategy has progressed rapidly. Minnova engaged A&B Global Mining, a South African engineering firm with extensive open-pit and narrow-vein experience, to develop preliminary pit designs and engineering studies. Current drilling, initiated in September 2025, has intersected visible gold in mineralized structures outside the existing resource estimate, while infill drilling aims to upgrade resource confidence levels. The company targets Q1 2026 for its preliminary economic assessment and updated mineral resource estimate, followed by an updated feasibility study in Q3 2026.The financing environment has shown early signs of validation. In summer 2025, Minnova attracted its first Australian institutional shareholder, along with new interest from European and US investors—a geographic diversification that signals the investment thesis is resonating beyond traditional Canadian junior mining circles. Open-pit development specifically appeals to project financiers, offering lower operating costs, reduced technical risk, and shorter development timelines compared to underground operations.For investors, Minnova occupies an interesting position on the risk spectrum—beyond grassroots exploration but before established production. The 24-30 month timeline to cash flow generation, existing infrastructure, and advanced permitting status reduce several categories of development risk that plague many junior mining projects. The company expects annual production of 40,000-50,000 ounces at full throughput, with significant resource expansion potential demonstrated through recent drilling results.Key near-term catalysts include assay results from the current drill program, the Q1 2026 PEA release, and the Q3 2026 feasibility study—each representing inflection points where investors can evaluate whether preliminary economic expectations are validated by detailed engineering and costing. The combination of infrastructure advantages, gold price leverage, and near-term production timeline creates a differentiated opportunity for investors seeking exposure to elevated gold prices through an advanced development project with reduced capital intensity.View Minnova's company profile: https://www.cruxinvestor.com/companies/minnova-corpSign up for Crux Investor: https://cruxinvestor.com

Interview with Niël Pretorius, CEO of DRDGOLD Ltd.Our previous interview: https://www.cruxinvestor.com/posts/gold-strategic-vision-vs-market-hype-how-mining-leaders-navigate-cycles-7468Recording date: 29th October 2025DRDGOLD represents an unusual opportunity in the gold sector—a company that has paid dividends for 18 consecutive years without interruption, maintained a debt-free balance sheet through multiple commodity cycles, and is currently funding a transformative expansion entirely from operating cash flows. For investors seeking gold exposure through operational discipline rather than exploration speculation, DRDGOLD's business model warrants serious attention.The Johannesburg-based company, listed on both the JSE and NYSE with a market capitalization exceeding $2 billion, operates a distinctive business extracting gold from mine tailings—the waste material from historical mining operations. Current production runs between 100,000-155,000 ounces annually from two main operations: Ergo and Far West Gold. Success in this business depends entirely on processing massive volumes at the lowest possible cost, requiring relentless operational efficiency.CEO Niël Pretorius emphasizes a critical operational philosophy: "We don't gauge our efficiency on the basis of dollar per ounce. We gauge our efficiency on the basis of rand per ton." This focus on unit costs per ton processed rather than per ounce produced enables profitable operations across wider gold price ranges. As head grades inevitably decline when mining tailings, controlling costs per ton processed becomes the only sustainable path forward. Strategic investments in renewable energy—including a solar farm and battery storage at Ergo—have reduced power costs by 9-15 rand per ton, demonstrating management's commitment to continuous efficiency gains.DRDGOLD is currently executing Vision 2028, its most significant capital investment program. The initiative includes three major projects: extending Ergo operations with new infrastructure including the Withok tailings facility, expanding the DP2 plant to double processing capacity to 1.2 million tons monthly, and constructing an 800-hectare Regional Tailings Storage Facility—one of the largest in South Africa—capable of holding more than 800 million tons of mine residue. These projects will establish infrastructure for processing 3 million tons monthly and increase production to approximately 200,000 ounces annually by 2028-2029.The financial execution is particularly impressive. Vision 2028 requires $100-120 million in annual capital expenditure, dramatically higher than the company's typical sustaining capital of approximately 5% of cash operating costs. When designed, management anticipated requiring debt financing during peak capital periods. However, the gold price rally enabled funding the entire program from cash flows while maintaining the debt-free balance sheet and even doubling recent dividend payments. Upon completion, sustaining capital requirements will return to historical levels, substantially improving free cash flow generation.Beyond current operations, DRDGOLD is positioning for two growth opportunities: regional consolidation of nearby tailings operations leveraging existing infrastructure, and environmental restoration services for global mining companies. The restoration concept involves reprocessing mine tailings and depositing material into exhausted open pits, addressing the industry's escalating mine closure challenge while potentially generating economic returns. Management is actively engaging with operators of mature open-pit projects worldwide.Pretorius articulated the company's value proposition candidly: "Our value proposition is one of asset optimization. So we have a very large asset base. We can process at a particular rate, and our efforts are towards putting in the infrastructure to do that for as long as we possibly can and not leaving any value behind." This embedded resilience—prioritizing stability and longevity over speculative growth—has enabled uninterrupted dividend payments through commodity cycles and positions DRDGOLD as a disciplined, operationally focused investment in the gold sector.For investors seeking gold exposure through proven management, operational excellence, production growth, and financial discipline without exploration risk or acquisition-driven volatility, DRDGOLD presents a compelling case built on 18 years of demonstrated resilience.View DRDGOLD's company profile: https://www.cruxinvestor.com/companies/drdgold-limitedSign up for Crux Investor: https://cruxinvestor.com

Mining in Mali and Ghana, Kazera Global, Vale, Panthera

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Bitcoin doesn't fix itself—people do. We explore why complacency has quietly become Bitcoin's biggest threat and why human intervention, not blind faith, will determine its future. As we challenge the myth that Bitcoin behaves like nature—that if we “just wait,” it will evolve on its own. Instead, reveal how its human-made architecture depends on aligned incentives, maintenance, and active participation to survive. We trace the debate from store-of-value versus peer-to-peer cash toward the real issue: how to keep miners profitable, decentralization intact, and Bitcoin's security budget sustainable. With shrinking miner revenues, developer centralization, and @Tether_to entry into mining, we ask whether institutional “decentralization” is really decentralization at all. The discussion dives into how the @natgmi token and Digital Matter Theory (DMT) introduce new incentive loops—meme to market cap to miner subsidy—that could strengthen Bitcoin's economic design from the ground up. If Bitcoin's problem is incentive-shaped, then the solution must be incentive-shaped too. We break down what Tether's mining move means for the ecosystem, how $NAT's loops realign the economics of security, and why this could mark the beginning of a new phase for Bitcoin—one where creators, miners, and markets finally work in sync. Watch until the end where we connect everything back to human coordination, digital matter, and the long-term alignment Bitcoin needs to survive. Topics: First up, exploring why complacency has quietly become Bitcoin's biggest threat Next, tracing the debate from store-of-value versus peer-to-peer cash toward the real issue Then, diving into how the @natgmi token and Digital Matter Theory (DMT) introduce new incentive loops and Finally, breaking down what Tether's mining move means for the ecosystem Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord

We visit Heavy Metal Equipments in Fort McKay Alberta for the grand opening of their new 100,000sqft service center with 12 bays. Join Mack as he details the trip and a suprise visit to see Mammoet haul a Komatsu 980E fully assembled over the Athabasca RiverVisit our website for more! https://earthmoversmedia.com/

Crypto News: US Treasury Secretary Scott Bessent makes big statements about Bitcoin. Bitwise just updated their XRP ETF filing to include exchange (NYSE) and fee of 0.34%. ECB to launch digital euro by 2029. Brought to you by✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

The seatch for generosity of heart.

Interview with Nicholas Holthouse, MD & CEO, and Peter Ruse, Head of Corporate Development, Mont Royal ResourcesRecording date: 21st October 2025Mont Royal Resources (ASX:MRZ) is preparing to list on the Australian Securities Exchange on 5th November 2025, following its merger with Commerce Resources. The combined entity brings together North America's largest undeveloped rare earth deposit - the Ashram project in Quebec, Canada—with experienced management and a clear development strategy aimed at capitalizing on unprecedented Western government support for critical minerals.The Ashram deposit contains nearly 200 million tons of resource grading approximately 2% total rare earth oxide (TREO), supported by over 30,000 meters of drilling. What distinguishes the project is its exceptional metallurgical characteristics, with CEO Nicholas Holthouse noting the asset produces concentrates of 35-37% through strong flotation kinetics, a critical factor where many rare earth projects fail to deliver despite promising headline numbers.Holthouse, who brings eight years of rare earth sector experience including roles at Hastings Technology Metals and Meteoric Resources, will relocate to Montreal to oversee development. This on-site leadership approach mirrors the successful strategy employed by Michael O'Keefe at Champion Iron, also operating in Quebec.The company plans to scale operations to 1.2 million tons per year throughput, producing approximately 2,800-3,000 tons of NdPr annually, a "bite-sized chunk" attractive to separators while maintaining scalability for future expansion. The project also contains valuable fluorspar mineralization, contributing 10-15% of projected value and addressing North American supply shortages.The merged entity will comprise approximately 190 million shares at 20 cents per share with $10 million cash, creating an enterprise value of $25 million - compelling value for a resource of this scale. Near-term focus centers on securing government support for road infrastructure connecting the remote deposit to markets, leveraging Canada's recent commitment to allocate 1.5% of GDP specifically to critical mineral projects and associated infrastructure.View Mont Royal Resources' company profile: https://www.cruxinvestor.com/companies/mont-royal-resourcesSign up for Crux Investor: https://cruxinvestor.com

  On The KE Report Weekend Show this weekend we discuss what's really driving the metal-stock resilience, copper's setup, and the next table-pounding entry in...

Core Scientific shareholders voted no on CoreWeave's $9 billion acquisition proposal, and CleanSpark acquired a Texas site for a 285 MW AI site. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! For this week's roundup, we break down Core Scientific shareholders voting NO on the $9B CoreWeave acquisition, CleanSpark's plans for a new 285 megawatt Texas site for AI workloads, and TeraWulf's record 25-year contract with FluidStack. Plus, Ethan Vera from Luxor joins to analyze the ASIC market and where hash rate growth is really coming from. And for this week's cry corner, why the filter soft fork is doomed to fail. Notes:  • Core Scientific shareholders rejected CoreWeave deal • Hashprice dropped to $43.73 per petahash daily • Difficulty adjusted upward 6.3% • Hashrate reached 1.1 zettahash on 7-day average • CleanSpark acquired Texas site with 300 MW pipeline • TeraWulf signed 25-year deal with FluidStack Timestamps: 00:00 Start 02:09 Difficulty Report by Luxor 07:47 ASIC market update 12:01 CORZ deal fails 22:14 CleanSpark data center acquisition 27:51 WULF $9.5B FS extension 33:36 Cry Corner: Fork time?

With this episode of Guerrilla History, we bring you another fascinating episode in our series African Revolutions and Decolonization.  This time, a big episode on mining in Congo - extraction, exploitation, environmental and economic impacts, as well as the history, regional variations, and the difference between industrial mining and artisanal mining in Congo.  For this, we are lucky to be joined by Ben Radley as a guest host, and two excellent guests from the Congo -   Josaphat Musamba and Germain Ngoie Tshibambe.  Given their academic work on this, plus Josaphat's actual experience as a miner himself, we could not ask for a better group to unpack this!  Share widely to help others understand this remarkably pivotal industry.  Also be sure to check out our two previous episodes from the series on the Congo (The First, and The Second).  Lastly, check out the Centre of Expertise on Mining Governance.   Josaphat Musamba is a Congolese researcher, and is a Ph.D. student at Ghent University. Check out Josaphat's twitter @MusambaJosaphat and his ResearchGate profile.   Germain Ngoie Tshibambe is a full professor at the University of Lubumbashi in the Democratic Republic of Congo, where he teaches international relations and is the Head Advisor of the Rector's Cabinet. Check out his Academia page and ResearchGate profile.   Ben Radley is is a Lecturer in International Development at the University of Bath, is author of Disrupted Development in the Congo: The Fragile Foundations of the African Mining Consensus, and is an editor of the Review of African Political Economy (ROAPE). Follow him on twitter @RadleyBen and check out his website. Help support the show by signing up to our patreon, where you also will get bonus content: https://www.patreon.com/guerrillahistory 

Bitcoin fans say it's the future. I say: show me how it actually solves real-world money problems. In this episode, I walk through the biggest unanswered questions I still have about Bitcoin: volatility, inheritance keys, "who's in charge," government visibility, and why I still prefer AND assets like dividend-paying whole life over OR assets like BTC.

Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing its Schaft Creek Project in British Columbia, one of North America's most promising copper-gold-molybdenum-silver developments. In this interview, Chairperson, President, & CEO Elmer Stewart discusses the latest drilling program, the early geological signs it revealed, and how ongoing environmental and metallurgical studies are shaping the next phase of the project. He also explains how rising metal prices have strengthened the project's economics and why Copper Fox Metals continues to stand out in the copper sector.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/-djZwkS8ibsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

In this episode of Mining Stock Education, host Brian Leni welcomes Nicole Adshead-Bell to discuss the psychology of participants in the junior mining sector. Listen as Nicole shares her insights on the current state of the gold and copper markets, the importance of profit-taking, and the dynamics driving M&A activity. Learn how understanding investor behavior and market cycles can help you make more informed and profitable investment decisions in the mining sector. Nicole Adshead-Bell is the Director of Cupel Advisory. She is a PhD geologist by trade and has worked in the resource sector for more than 25 years. Her roles within the sector have varied from analyst to M&A facilitator to junior resource company board member. Notable quote from Dr. Adshead-Bell: " None of us can predict the top or the bottom, but I think behavioral characteristics in bull markets are very, very predictable.  There's been really interesting psychological studies done on this, people get more upset with their broker for selling a winning position too early than they do for holding onto a losing position. And you just think about how irrational that is." 00:00 Introduction 00:27 Insights on Precious Metals 00:45 Market Behavior and Investment Strategies 03:46 The Psychology of Selling and Profit Taking 08:42 Generalist Investors and Market Sentiment 18:29 Mergers and Acquisitions in the Bull Market 24:04 Understanding Incentive Compensation in Mining 25:12 The Aurion and Rupert Resources Deal 28:11 Copper Market Dynamics and Predictions 32:13 Challenges and Opportunities in Mining Companies 36:20 The Importance of Geologists in Mining 39:27 Financing Strategies in the Mining Sector 43:13 Investment Strategies and Time Horizons 45:33 Conclusion and Final Thoughts Nicole's website: https://www.cupeladvisory.com/about Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

This week's long-form episode of Mining Stock Daily welcomes back Adam Hawkins and Chris Temple to focus entirely on the mining industry within the United States, following Trevor Hall's attendance at the Idaho mining conference. The core discussion revolves around whether the U.S. is a better jurisdiction for mining now than it was a year or two ago, considering both favorable geology and turbulent policy issues like construction costs and tariffs. A major topic addressed is the significant $75 million investment by JP Morgan into Perpetua's Stibnite project, marking a potentially unprecedented moment of major U.S. financial institution involvement in hard rock mining. The guests agree that while capital flows are modestly improving, the country generally lacks the comprehensive industrial policy needed to rebuild the extractive industries. They express concern that the U.S. regulatory system is "unhinged" compared to countries like Canada or Australia, noting that permitting holdups and subsequent litigation are costly for investors. The conversation also delves into geopolitics, stressing that achieving mineral security requires a strong North American partnership and urgent action to overcome China's long-term planning advantage and rebuild U.S. processing infrastructure. Ending on a positive note, the hosts celebrate the news that the University of Idaho is opening a new geological engineering school, signaling a step in the right direction for the domestic industry. 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

Interview with Paul Ténière, CEO, Lafleur MineralsOur previous interview: https://www.cruxinvestor.com/posts/lafleur-minerals-cselflr-swanson-expansion-targets-500k1m-oz-resource-in-quebec-gold-camp-8112Recording date: 28th October 2025Lafleur Minerals is positioning itself for gold production within 12 months through the strategic integration of its Swanson deposit with the fully-owned Beacon Gold Mill in Quebec. CEO Paul Ténière outlined the company's comprehensive development plan during a detailed discussion, emphasizing how existing infrastructure and historical data are being leveraged to accelerate the path to production.The company is targeting completion of a preliminary economic assessment by December 2025, though Ténière noted the study approaches prefeasibility-level detail despite its PEA classification for regulatory purposes. "It's kind of misleading in a way to call it a PEA. We're calling it a PEA level only because really we're moving into a PFS level," he explained. The scope includes comprehensive work by ERM consultants covering pit design, metallurgical testing, ore sorting evaluation through SRC in Saskatchewan, and a mineral resource update incorporating twin holes at Swanson.The Beacon Gold Mill, which operated until 18 months ago under previous ownership by Monarch Mining, provides Lafleur with detailed operating cost data rarely available to development-stage companies. A dedicated team of engineers is already mobilized at the site, with initial maintenance and repairs estimated at $2-6 million. The restart strategy includes processing 5,000 tons of existing stockpile to validate equipment performance before Swanson material arrives in early 2026.Swanson's location on an existing mining lease 45-50 kilometers from Beacon significantly streamlines the permitting pathway. The company needs only to submit an updated mine plan and environmental closure plan to Quebec authorities, a process Ténière indicated "can be done in a matter of months" rather than years. The initial development phase envisions an 80,000-100,000 ton bulk sample that represents the first phase of mining, serving to validate metallurgical projections while generating early cash flow.Beyond the initial open-pit scenario, Lafleur has identified multiple expansion pathways including underground resources at Swanson showing higher grades at depth, potential mill expansion to 3,000 tons per day, and custom milling opportunities for regional deposits.Learn more: https://www.cruxinvestor.com/companies/lafleur-mineralsSign up for Crux Investor: https://cruxinvestor.com

In this episode, Mark Lee is joined by Darren Stralow, CEO of Bellevue Gold, and Dr Mary Stewart, ERM's Lead Partner for Corporate Sustainability and Climate Change in Australia. Together, they explore Bellevue Gold's journey to becoming the world's first net zero gold mine and discuss the evolving role of sustainability in the mining sector. From regulatory shifts and investor expectations to decarbonization strategies, their discussion delves into how Bellevue Gold is navigating industry challenges while pursuing innovative approaches to sustainability and responsible mining.Their conversation covers:Sustainability as a strategic advantage Decarbonizing gold: avoid, eliminate, reduce, offsetThe future of sustainability in miningRelated links:Mission Critical: Resilient mines for a modern societyEpisode 33: We are all miners: Rethinking mining investment featuring Appian CapitalSustainability that pays: Defining a credible business case for investing in sustainability in mining and metals

Our guest on this week's episode is Brodie Sutherland, CEO of Patriot Critical Minerals Corp. Just yesterday a major issue on the agenda for the meeting between President Trump and China's President Xi's was access to critical minerals, including rare earth minerals. It looks like the Chinese ban on exporting these crucial minerals will now be lifted, but that ban reminds us of how vulnerable our supply chains are to assuring that critical minerals are available for production of semiconductors, military equipment, and the electronics that run our everyday lives. Sutherland leads a company that is looking to begin mining of America's largest deposit of tungsten, located in Nevada. He shares about the importance of assuring a domestic supply of critical minerals. As technologies advance, companies are finding even greater need for digitalization of their supply chains. Nearly 40% of companies surveyed recently say they will allocate more than a quarter of their 2026 budgets to technology investments, according to information from logistics technology platform and solutions provider Ontegos Cloud.This week we've seen continued momentum in companies expanding their networks of self driving cars and trucks. Most of what we're seeing falls into the category of carriers dipping their toe in the water, and trying out pilot projects or proof of concept trials. But the technology does seem to be getting more reliable and these week we see two more examples. We discuss what is being done and how human drivers are reacting to the potential of being replaced. Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions  Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Patriot Critical Minerals CorporationLogistics companies will prioritize digitalization in the year aheadSelf-driving freight tech vendor Aurora expands trucking service in TexasVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comThis podcast episode is sponsored by:  Storage SolutionsOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

Crypto News: The Fed cut rates as expected by 25 bps and will end Quantitative Tightening (QT) which will being more liquidity into Bitcoin and Altcoins. Mastercard eyes Zero Hash Acquisition for nearly $2B bet on Stablecoins. Consensys plans Public Debut, Taps JPMorgan and Goldman Sachs to Lead IPO.Brought to you by

Max and Q cover the latest happenings in the world of Bitcoin, privacy and much more. NEWSSoft fork proposalAlby attackSolo Miner wins a blockBitKey collaborative custoday improvement BIPLugano StreamWoS Spark privacy concernsUPDATES/RELEASESTrezor releaseLedger releaseArkade betaCake v5.5.0 + v5.5.1Bull by Bull BitcoinBitcoin for SignalSatGo integrates Spark Peach BTCPay PluginStack Duo v1.3.0RoninDojo v2.4.0EducationPassport guideAnd anotherCupcake deep diveSeth Ark articleArk explainer by NeilVALUE FOR VALUEThanks for listening you Ungovernable Misfits, we appreciate your continued support and hope you enjoy the shows.You can support this episode using your time, talent or treasure.TIME:- create fountain clips for the show- create a meetup- help boost the signal on social mediaTALENT:- create ungovernable misfit inspired art, animation or music- design or implement some software that can make the podcast better- use whatever talents you have to make a contribution to the show!TREASURE:- BOOST IT OR STREAM SATS on the Podcasting 2.0 apps @ https://podcastapps.com- DONATE via Monero @ https://xmrchat.com/ugmf- BUY SOME STICKERS @ https://www.ungovernablemisfits.com/shop/FOUNDATIONhttps://foundation.xyz/ungovernableFoundation builds Bitcoin-centric tools that empower you to reclaim your digital sovereignty.As a sovereign computing company, Foundation is the antithesis of today's tech conglomerates. Returning to cypherpunk principles, they build open source technology that “can't be evil”.Thank you Foundation Devices for sponsoring the show!Use code: Ungovernable for $10 off of your purchaseCAKE WALLEThttps://cakewallet.comCake Wallet is an open-source, non-custodial wallet available on Android, iOS, macOS, and Linux.Features:- Built-in Exchange: Swap easily between Bitcoin and Monero.- User-Friendly: Simple interface for all users.Monero Users:- Batch Transactions: Send multiple payments at once.- Faster Syncing: Optimized syncing via specified restore heights- Proxy Support: Enhance privacy with proxy node options.Bitcoin Users:- Coin Control: Manage your transactions effectively.- Silent Payments: Static bitcoin addresses- Batch Transactions: Streamline your payment process.Thank you Cake Wallet for sponsoring the show!MYNYMBOXhttps://mynymbox.netYour go-to for anonymous server hosting solutions, featuring: virtual private & dedicated servers, domain registration and DNS parking. We don't require any of your personal information, and you can purchase using Bitcoin, Lightning, Monero and many other cryptos.Explore benefits such as No KYC, complete privacy & security, and human support.(00:00:41) Welcome, show format, and brief housekeeping(00:05:19) UK weather banter and setting the scene(00:05:22) Events and product updates: Bitfest, Envoy 2.10, Passport audit(00:08:06) BIT-444 proposal to restrict arbitrary data on Bitcoin(00:12:03) Critiques: miniscript breakage, Peter Todd demo, and soft vs hard fork risk(00:18:26) Mining politics, hash power, and potential chain splits(00:18:33) Security incident: Alby password reset spam and email exposure(00:20:45) Feel-good story: solo miner finds a block via Public Pool on Umbrel(00:23:05) New BIP: Chaincode Delegation for private collaborative multisig(00:28:08) Conference notes and a privacy PSA on Spark implementations(00:32:28) Boosts and community feedback: swaps, Moon wallet UX, and Boltz reliance(00:37:09) Q&A: consolidating UTXOs, PayJoin, Whirlpool, and Robosats flows(00:42:11) Q&A: Running a self-hosted AlbyHub LDK node—backup and privacy(00:46:12) Hardware wallet releases: Trezor Safe 7 and Ledger Nano Gen 5(00:52:35) Multisig device choices and inheritance practicality(00:52:38) ARC in the wild: Arcade.money public beta hands-on(00:53:55) Cake Wallet 5.5 updates and hardware support(00:54:22) Bull Bitcoin releases Bull Wallet: features and roadmap(00:58:12) eCash in Signal fork: UX gains vs custodial trade-offs(01:02:30) Spark adoption notes: SatGo and Wallet of Satoshi privacy caveats(01:03:31) Peach plugin for BTCPay and Stack Duo's Frost multisig progress(01:05:06) RoninDojo 2.4 and Fulcrum 2.0 stability improvements(01:06:03) Education picks and closing logistics(01:07:29) Stats corner addendum by John: RoboSats, Whirlpool, Bisq, and more

Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a discussion of merger and acquisition activity or M&A. Last year, we had a view that this activity would pick up significantly. We think we're seeing that increase now. It has further to go. It's Wednesday, October 29th at 2pm in London. We have been firm believers at Morgan Stanley in a significant multi-year uplift in global merger and acquisition activity or M&A. That conviction remains. The incentives for this type of action are strong in our view; activity still lags what fundamentals would suggest, and supportive regulatory shifts are real. M&A has now returned, and importantly, we think there's much further to go. Indeed, M&A is very closely linked to corporate confidence, and we think investors need to consider the possibility that we'll see an even bigger surge in this confidence – or a boom. First, policy uncertainty is declining as U.S. tax legislation has now passed, and tariff rates get finalized. It's the relative direction of this uncertainty that we think matters most for corporate confidence. Second, interest rates are declining with the Fed, European Central Bank, and Bank of England all set to cut rates further over the next 12 months. Third, bank capital requirements may decline in the view of Morgan Stanley analysts, which would unlock more lending for these types of transactions. Fourth, and very importantly, the regulatory backdrop is becoming more accommodative in both the U.S. and in Europe. Indeed, we think that companies may think that this is going to be the most permissive regulatory window for transactions that they might get for some time. Fifth, private equity, which is a big driver of M&A activity, is sitting on over $4 trillion of dry powder in our view – at a time when credit markets look very wide open for financing their transactions. And finally, we're seeing a surge in capital expenditure on Morgan Stanley estimates, which we see as a sign of rising corporate confidence, and importantly an urgency to act – with corporates far less content to simply sit back and repurchase their stock. All of these favorable conditions together argue for activity to push even higher. We forecast global M&A volumes to increase by 32 percent this year, an additional 20 percent next year, and reach $7.8 trillion in volume in 2027. This is a global story with M&A rising across regions, especially in Japan. It has cross-asset implications with M&A already being one of the biggest drivers of bond outperformance within the U.S. high-yield market. And this is also a story where we see a lot of value in bringing together macro and micro perspectives. While we think the top-down conditions look favorable for all the reasons I just mentioned, we also see a very encouraging picture bottom up. We polled a large number of Morgan Stanley sector analyst teams and asked them about M&A conditions in their sector. A large majority of them see more activity. So, where could these more specific implications lie? Well, as you heard on yesterday's episode, Healthcare and Biotech may see an uptick in activity. In the U.S., we also think that Banking and Media stand out. In Europe, Business Services, Metals and Mining, and Telecom seem most ripe for more M&A. Aerospace and Defense is an interesting sector that may see more M&A within multiple regions, including the U.S. and Europe, as companies look for scale. And with smaller companies trading at a valuation discount to their larger peers across the world, Morgan Stanley analysts generally see the strongest case for activity in larger companies acquiring these smaller ones. Thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen, and also tell a friend or colleague about us today.

Rob Hamilton breaks down BIP 444, the controversial soft fork proposal to limit OP_RETURN outputs and remove inscriptions. Legal pressure on mining pools, hashrate drama, and why this fork will likely fail. Rob Hamilton from AnchorWatch joins us to talk about the explosive BIP 444 proposal that could fork Bitcoin. We break down PortlandHodl's original 520-byte output limit idea, LukeDashjr's controversial technique to ban inscriptions, and the legal pressure being applied to mining pools. Rob explains why this fork will likely fail, what happens to your Bitcoin if it succeeds, and why opponents finally admitted a consensus change was needed all along. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • BIP 444 limits outputs to 520 bytes max • OP_RETURN reduced from current to 84 bytes • F2Pool controls 12% hash rate, opposes fork • Mining pool switching costs nearly nothing • Fork creates 2 coins: pure vs unholy Bitcoin • Legal pressure applied to multiple pools Timestamps: 00:00 Start 01:55 Portland HODL's proposal 04:48 PR 444 (is dumb) 08:22 Author of the PR: Dathon Ohm 09:45 Knots & Ocean inner circle 10:45 LEGAL & MORAL authorities! Oh my! 14:52 Assume 444 was merged, wat do? 21:55 Stamps maximalism! One jpg to rule them all! 28:47 Possible paths forward 31:09 What happens next? -

Interview with Craig Jones, Managing Director & CEO of Perseus MiningOur previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-record-financial-results-capital-returns-7829Recording date: 27th October 2025Perseus Mining has embarked on a new leadership chapter with Craig Jones assuming the managing director and CEO role, bringing 15 years of operational and capital project expertise from Newcrest Mining to guide the African-focused gold producer through an ambitious expansion phase.Jones outlined a strategy centered on operational continuity rather than radical change. The focus remains squarely on delivering Perseus's five-year growth plan, which encompasses three key pillars: maintaining performance across existing operations, ramping up the Nyanzaga project in Tanzania by March quarter 2027, and developing CMA Underground as the company's first underground mine.The September quarter results underscored the operational foundation supporting this growth agenda. Perseus produced just under 100,000 ounces at an all-in sustaining cost of $1,463 per ounce, generating $161 million in operating cash flow while maintaining an industry-leading safety record with a 6.0 total reportable injury frequency rate. The company ended the quarter with net cash and bullion of $837 million.This robust balance sheet positions Perseus to fund more than $800 million in planned capital expenditure over five years without requiring debt financing, while simultaneously supporting a $100 million share buyback program. "We can fund all of our aspirations through the cash that we have on the balance sheet," Jones stated.All three operating mines - Yaouré and Sissingué in Côte d'Ivoire, and Edikan in Ghana are transitioning to higher-grade ore sources that should lift production in coming quarters. Meanwhile, the Nyanzaga project is tracking on schedule and budget with over 1,000 workers on site, mill fabrication ahead of schedule, and promising exploration results suggesting a potential reserve update later this year.Jones emphasized Perseus's commitment to its African focus, noting that any acquisitions outside the region would require compelling strategic rationale. "You have to stick to your knitting," he explained, highlighting the company's expertise in building and operating mines across West Africa as its core competitive advantage in creating shareholder value.View Perseus Mining's company profile: https://www.cruxinvestor.com/companies/perseus-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Michael Gentile, InvestorRecording date: 6th October 2025Michael Gentile, a strategic investor with 25 years of institutional money management experience, is conducting a five-city European roadshow featuring six of his largest portfolio investments. The tour through London, Paris, Geneva, Zurich, and Frankfurt comes at a pivotal moment—gold prices are reaching new highs while institutional appetite for precious metals equities returns after years of dormancy.Gentile's investment approach centers on contrarian positioning in the junior mining sector. His gold thesis, established during the 2018 downturn, was built on concerns about unsustainable government debt levels, excessive spending, and questionable monetary policy. While these fundamental concerns have intensified over seven years, market recognition has lagged dramatically as investors remained captivated by extraordinary returns in technology and artificial intelligence sectors.The investor manages a portfolio of 25-30 junior mining companies, typically entering positions at $5-20 million market capitalizations. His philosophy emphasizes three critical elements: significant insider ownership to align management with shareholders, disciplined capital allocation that avoids excessive dilution, and strategic acquisitions during downturns rather than expensive drilling programs when capital is scarce.What makes the current environment particularly compelling is the fundamental shift in gold demand. Central banks have been the primary driver of gold prices since 2019, acting as price-agnostic buyers targeting specific allocation percentages. Now, institutional investors and family offices are beginning their first meaningful allocations to precious metals—a sector representing just 0.5% of global investor capital despite its growing monetary importance.Gentile notes that mining companies are already highly profitable at current gold prices, eliminating the need for further appreciation to justify equity valuations. Despite recent strength, the sector shows none of the typical exuberance that characterizes late-cycle peaks, suggesting the rally remains in its early innings with substantial room for growth.Sign up for Crux Investor: https://cruxinvestor.com

MARA as once the darling of public bitcoin miners, but it's fallen behind in 2025. We break down why and what MARA can do to get back in the limelight. Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

Jason Jessup, CEO of Magna Mining, discusses the latest developments at the Lavack Mine, including promising drill results and the potential for a restart of operations. He also shares insights on production data from McCreedy West, challenges faced, and the company's strategic focus on quality over quantity in mining. Additionally, Jessup provides an outlook on market trends for precious metals and the future of nickel, emphasizing the importance of a polymetallic approach in their operations.

Professor Epstein Slams Trump's Economic Policies as 'State Socialism'. Professor Richard Epstein analyzes four Trump administration economic decisions concerning Intel, Nvidia, US Steel, and MP Mining, labeling them forms of state-owned enterprise or "state socialism." Epstein argues that acquiring golden shares or negotiating side deals—like Nvidia paying 15% of China revenue—destroys market value, undercuts competitors, and violates the neutral application of laws. He also critiques the Gaza deal, stating Hamas must be wiped out before any subsequent phases of the agreement can proceed.

Professor Epstein Slams Trump's Economic Policies as 'State Socialism'. Professor Richard Epstein analyzes four Trump administration economic decisions concerning Intel, Nvidia, US Steel, and MP Mining, labeling them forms of state-owned enterprise or "state socialism." Epstein argues that acquiring golden shares or negotiating side deals—like Nvidia paying 15% of China revenue—destroys market value, undercuts competitors, and violates the neutral application of laws. He also critiques the Gaza deal, stating Hamas must be wiped out before any subsequent phases of the agreement can proceed. 1910 FRESNO

Trump Administration's Economic Interventionism Questioned as 'State Capitalism'. Veronique de Rugy critiques the Trump administration's economic policies regarding companies like Intel, US Steel, and MP Mining, calling them "state capitalism" or forms of nationalization. She argues that the government acquiring a minority share in Intel creates bad incentives and unfair competitive advantages. Regarding MP Mining, de Rugy notes that guaranteeing a price floor fails to address the underlying issue of government regulation hindering rare earth production in the US.E 1882. BURLINGTON RAILROAD STRIKE