The extraction of valuable minerals or other geological materials from the Earth
POPULARITY
Categories
Interview with Nolan Peterson, CEO of Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-developer-targets-north-americas-30-40-de-icing-salt-supply-gap-8975Recording date: 5th February 2026North America faces a growing crisis in road salt supply that most investors have overlooked. While the US$26 billion global salt market operates largely beneath public awareness, severe winter weather across the northeastern United States and Canada has exposed a structural deficit that has persisted for decades. Atlas Salt (TSXV:SALT) is developing the Great Atlantic Salt Project in western Newfoundland—the continent's first new salt mine in nearly 30 years—to address this critical infrastructure gap.The North American deicing road salt market imports 8-10 million tons annually to meet demand that domestic production cannot satisfy. Existing mines date predominantly from the mid-20th century, with operations beginning between 1906 and 1982. These aging facilities operate at depths of 500-600 meters, often beneath lakes, requiring high operating costs and substantial capital expenditures. Regulatory challenges and thin historical margins have prevented new mine development despite growing demand from population growth, expanded road networks, and increased vehicle numbers.Atlas Salt's competitive advantage stems from its shallow 200-meter deposit depth, which allows access via horizontal drift rather than expensive vertical shaft construction. Located just three kilometers from an existing port facility, the project gains direct access to Atlantic Ocean shipping lanes and the eastern seaboard market. The simplified production process requires only mechanical crushing of 96% grade salt—no chemical processing, tailings, or refining—enabling two-month environmental assessment approval.At full production capacity of 4 million tons annually, Atlas would need to capture only 30-40% of current import volumes, targeting non-cyclical government customers legally mandated to purchase salt for road safety. The market's inelastic demand was demonstrated in January 2026 when Ontario spot prices surged from $65-75 per ton to over $190 during severe winter conditions. CEO Nolan Peterson emphasizes the dual investment appeal: "We are working with lenders who view this as investing into an airport or power plant—something that has long-term sales baked in because you're selling your product to governments, citizens and people."View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com
Send a textWhat if your dealership stopped reacting to problems and started predicting opportunity? We sat down with Mets and Nick, the team behind a from-scratch dealer management platform, to trace how a human-centered CRM evolved into a scalable DMS and where AI now multiplies the impact. The throughline is simple and bold: technology should fit the business, not the other way around—and clean signals beat crowded screens.We walk through the early missteps and course corrections that every tech leader will recognize: rebuilding the stack to something future-proof and hireable, resisting feature bloat, and prioritizing role-specific views so parts, service, and sales see only what they need. From there the conversation shifts to the power of triggers. Think: the buyer who always orders every two weeks but has gone silent, the fleet that hits a three-year mark, the prospect who clicks a high-value email at 10 p.m. With disciplined data capture—site behavior, email engagement, telematics, service milestones—AI can surface these moments automatically and route them to the right person at the right time.We also tackle the cultural roadblocks. Dealers will approve a multimillion-dollar machine in a heartbeat but hesitate to invest five figures in software that guarantees faster quotes and same-day invoicing. Yet this is where ROI hides: shaving clicks off the parts counter, auto-alerting sales to strong intent, turning completed jobs into instant, accurate bills. As sensor data grows, AI helps redefine what “best operator” means by weighing idle time, safety, maintenance, weather, and job complexity, not just output. Roles evolve too—analysts curate data quality and validate model insights while frontline teams act on event-driven queues instead of chasing stale lists.If you've wondered how to go from dashboards to decisions, this conversation lays out a practical path: start with foundations, capture the right signals with consent, let AI find patterns, and make it effortless to act. Your brand and territory are strengths; pairing them with proactive, data-led workflows is the competitive edge. Enjoy the episode, then subscribe, share with a colleague who still lives in spreadsheets, and leave a review telling us the first workflow you'd automate. Visit us at LearningWithoutScars.org for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers.We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.
In today's Editor's Desk, Alec Hogg pulls back the curtain on the State of the Nation address, exploring why Pretoria may finally be waking up to the neglected potential of the mining sector. We dive into the "golden straitjacket" of international capital markets that is forcing a shift in South Africa's ideological approach to Eskom and privatization. Plus, a look at the staggering data from the Jeffrey Epstein email troves—revealing deep connections to global financial elites—and a defense of Paul O'Sullivan's recent interrogation by a parliamentary committee.
In Episode 232 of the Payne Points of Wealth, Ryan and Chris Payne sit down with two industry heavyweights leading the charge in America's critical minerals resurgence: Gary Evans, Chairman & CEO of United States Antimony Corporation (UAMY), and Paul Huet, Chairman & CEO of Americas Gold and Silver Corporation (USAS). In one of the most energetic and eye‑opening conversations we've ever hosted, Gary and Paul reveal how their newly announced joint venture is poised to reshape U.S. supply chains for antimony—a mineral essential for defense, electrification, battery technology, solar, and the rapidly expanding AI-driven economy. Together, they walk us through: The global silver shortage – why the world has been undersupplied by 200 million ounces per year for five straight years, and why silver under $50 may be gone forever. A behind-the-scenes look at their 30‑day whirlwind deal – how two American companies moved faster than anyone expected to launch a first‑of‑its‑kind U.S. antimony processing partnership. Why this may be the beginning of a commodity super-cycle – and why mining equities may still be dramatically undervalued even after silver's massive run. How U.S. companies are racing to reduce dependence on China – from Project Vault to new domestic refining technologies. Reviving Idaho's historic Silver Valley – including upgrading decades-old mines, modernizing extraction methods, tripling output, and unlocking a 100‑year district. The real bottleneck in critical minerals – not technology, but feedstock, and why partnerships like this could become the new template. The role of defense spending, allies, and national security in America's next industrial revolution. Stories from decades in mining, deal-making, and global operations, including Gary's wild experiences sourcing antimony around the world, and Paul's journey from underground driller in Canada to CEO. Plus, Paul shares the song that changed his worldview growing up and tells the unbelievable story behind his mining tattoos and how he ended up running some of the top mining companies globally. This episode is fast-paced, loaded with insights, and captures a moment that could shape America's mineral independence for decades to come. If you care about how commodities can play a vital role in your investment portfolio, national security, or the future of U.S. manufacturing, this is a must-listen.
Paris Marx is joined by Thea Riofrancos to discuss the global struggle to move away from fossil fuels and the future of the green transition, including the limitations of existing supply chains, geopolitical tensions, and the tech industry's role in the growth of extractive industries. Thea Riofrancos is the author of Extraction: The Frontiers of Green Capitalism. She is also Associate Professor of Political Science at Providence College and Strategic Co-Director of the Climate and Community Institute. Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon. The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Also mentioned in this episode: Thea has written about Trump's resource nationalism and the resources needed for a green transition. The Climate and Community Institute has done a lot of research on mining and transportation. Indonesia has been building out a ton of coal plants to power its nickel industry.
Paris Marx is joined by Thea Riofrancos to discuss the global struggle to move away from fossil fuels and the future of the green transition, including the limitations of existing supply chains, geopolitical tensions, and the tech industry's role in the growth of extractive industries.Thea Riofrancos is the author of Extraction: The Frontiers of Green Capitalism. She is also Associate Professor of Political Science at Providence College and Strategic Co-Director of the Climate and Community Institute.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
CEO of Radisson Mining, discusses the company's recent drilling activities at the O'Brien mine, highlighting the success of their new drilling strategy and the geological implications of their findings. He emphasizes the high success rate of their drilling program and the continuity of mineralization, while also addressing the upcoming resource estimation and market expectations.
Interview with Paul Huet, Chairman & CEO of Americas Gold & Silver (TSXV:USA)Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-executing-on-growth-strategy-across-idaho-silver-complex-9036Recording date: 11th February 2026Americas Gold & Silver Corporation (NYSE American: USAS | TSX: USA) has signed a definitive joint venture agreement with United States Antimony (NYSE American: UAMY) to construct and operate an antimony processing facility at its Galena Complex in Idaho's Silver Valley. The deal is designed to solve a specific economic problem: Americas is already the largest antimony producer in the United States, but under its existing offtake arrangements, the company receives only a fraction of the prevailing market price for the antimony contained in its silver concentrate. CEO Paul Huet estimates this leaves $50–$70 million on the table over the next two years at current prices.The JV creates a vertically integrated, fully domestic antimony supply chain from mine to finished product. Americas holds 51% ownership and provides the feed material and permitted site. US Antimony holds 49% and contributes its processing technology, construction expertise, and existing Department of War supply agreements reportedly worth $245 million. The facility is estimated to cost approximately $50 million, with capital split proportionally, and both companies have submitted a joint white paper seeking federal funding under the Trump administration's $12 billion Project Vault critical minerals initiative.For investors, the value proposition is straightforward. Americas produced 561,000 pounds of antimony in 2025 as a by-product of silver mining, meaning its marginal cost of antimony production is effectively zero. Once the facility is operational, the company will receive full market-price payments for its feedstock plus 51% of downstream processing profits. With antimony prices at approximately $15 per pound, government stockpiling initiatives providing demand visibility, and production volumes expected to grow as Americas transitions to mining higher-grade tetrahedrite ore, the JV represents a potentially significant new revenue stream layered on top of the company's core silver growth strategy.—Learn more: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com
In this episode, we chat with Jeremy Gillis, Director of Capital Markets at Sendero Resources, a junior exploration company focused on unlocking the vast mineral potential in Argentina. We dig into how truly differentiated opportunities are identified at the earliest stages, and why strong marketing can never compensate for weak fundamentals. Jeremy shares why capital structure is often the silent killer of otherwise good projects, why people matter more than rocks in early-stage companies, and why disciplined capital allocation is especially critical for non-cash-flowing explorers. We also explore why Sendero is not just a “closeology” story. From integrated data and system-level thinking to local knowledge, stakeholder alignment, and jurisdictional risk, this is a discussion about mining projects viewed through the lens of operators—not just explorers. We'll talk about balancing discovery upside with a clear path to development and exit, what Sendero is doing differently with data integration, and how experience on the ground changes outcomes. KEY TAKEAWAYS Projects with well-utilised data significantly increase the chances of making successful discoveries, while poor data can lead to misguided efforts and wasted resources. Building relationships with local stakeholders, including governments and communities, can facilitate smoother operations and project advancement. Poor capital structures can hinder growth and lead to significant challenges, especially in a market where every dollar raised must be carefully managed. In the early stages of mining exploration, the expertise and experience of the team are often more critical than the geological potential of the site BEST MOMENTS "In a very crowded market of 1,700 companies, not just being dependent upon metal prices has sort of set us apart." "If you know what to do with data... you are building a pathway to finding something." "The rocks are exceptional. Now, the government... has certainly made strides. There is a mining pedigree there." "If you have an idea... you could waste a lot of money." GUEST RESOURCES Socials- Sendero Resources (@SenderoRes) on X, (Sendero Resources) on LinkedIn, and (@sendero_resources) on Instagram. Website- https://senderoresources.com/ Email- info@senderoresources.com 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/
Hear from Julie Calkins, Director of Sustainability Strategy at Generation Investment Management, as we explore how interconnected risks spanning climate, nature, inequality and AI challenge traditional approaches to risk and return. In investing, we spend a lot of time debating alpha — what gives one portfolio an edge over another. But increasingly, the bigger question is about beta, and the underlying conditions that make any returns possible in the first place. And here we can think about a stable climate, nature as infrastructure and even social cohesion and functioning institutions. Because when those foundations erode, risk stops looking like a set of isolated exposures, and starts to look like something deeper – perhaps systemic instability, cascading impacts, and rising uncertainty that no single firm can diversify away. That's why in this episode we explore: · Why some investors are starting to think more seriously about "protecting the beta", and what that means for portfolio risk and long-term resilience; · How nature risk, climate risk, and inequality interact — with inequality not only as an outcome of shocks, but as a potential driver of fragility and political instability; · And the tools that can help risk professionals make complex, interconnected risks more legible from scenario modelling to frameworks that build a shared language inside organisations. ---------------- To find out more about the Sustainability and Climate Risk (SCR®) Certificate, follow this link: https://www.garp.org/scr For more information on climate risk, visit GARP's Global Sustainability and Climate Risk Resource Centre: https://www.garp.org/sustainability-climate If you have any questions, thoughts, or feedback regarding this podcast series, we would love to hear from you at: climateriskpodcast@garp.com ------------------ Speaker's Bio Julie Calkins, Director of Sustainability Strategy at Generation Investment Management Julie Calkins serves as the Director of Sustainability Strategy at Generation Investment Management since April 2022. Previously, Calkins operated as an Advisor for an independent consultancy firm, CDAX, managing projects for notable clients including the US Climate Alliance Partnership and OECD Global Science Forum from January 2017 to April 2022. Prior roles include Head of Climate Risk and Adaptation at Climate-KIC, a Research and Policy Fellow at Wellcome Trust, and a Postdoctoral Research Fellow at the University of Leeds/National Centre for Atmospheric Science. Calkins has also worked as a Monitoring Scientist for NOAA and an Antarctic Scientist for the US Antarctic Program. Academic credentials include a PhD in Environmental Science and Health from the University of York and an MS in Geochemistry from New Mexico Institute of Mining and Technology. With a background spanning environmental science, disaster risk, and global policy, Julie brings a rare systems-level perspective to sustainable investing.
In northeastern Oklahoma, a once-thriving mining town sits abandoned beneath mountains of poisoned earth, where the ground itself can swallow you whole, the air carries invisible death, and the abandoned mine shafts may hold secrets far darker than toxic waste. https://www.eeriecast.com/podcasts/destination-terror #Picher #Oklahoma #GhostTown #ToxicWaste #AbandonedPlaces #TrueCrime #HorrorPodcast #DestinationTerror #Superfund #MiningDisaster #AmericanHorror
Recording date: 6th February 2026The precious metals and mining sector experienced notable volatility in early February 2026, but institutional investors view the pullback as a tactical opportunity rather than a fundamental shift in market dynamics. Derek Macpherson, Executive Chairman, and Samuel Pelaez, President and CEO of Olive Resource Capital, characterize the recent correction as a normal return to established trend lines following an extended rally.The turbulence stems from temporary liquidity withdrawal by the Treasury Department and seasonal factors, particularly the Chinese New Year in mid-February, which historically coincides with reduced market participation and liquidity drawdowns. However, key global liquidity risk indicators—including option-adjusted spreads and high yield bond indices—show no systemic concerns. The Treasury Department is expected to provide net liquidity throughout 2026, while March and April historically represent strong months for commodities.Stabilizing valuations have unlocked significant M&A activity after a volatile January rally made share-exchange negotiations impractical. Three transactions highlight evolving sector dynamics:Eldorado Gold surprised markets by acquiring Foran Mining's zinc-copper project at zero premium to the previous Friday close. The move raises strategic questions as the gold-focused producer diversifies into base metals during a strong gold bull market, though the permitted mine expected to produce later in 2026 will boost cash flow.Goldsky Resources completed a transformative acquisition of full control over the Barsele deposit in Sweden from Agnico Eagle, consolidating nearly 2 million ounces. The transaction elevates Goldsky from explorer to tier-one developer with a market capitalization under $1 billion, suggesting substantial re-rating potential.CANEX Metals secured 51.93% of Great Basin Resources through a hostile takeover, positioning the company to transform a 1.5-2 million ounce Arizona asset currently in cease trade. Strong financial backing including Eric Sprott provides capital to address anticipated issues.For investors, the environment favors selective accumulation in quality names and transformation stories with defined catalysts, emphasizing jurisdiction quality, asset scale, and capital access.Sign up for Crux Investor: https://cruxinvestor.com
Send a textOn this week's episode of the WTR Small-Cap Spotlight, Corrado De Gasperis, Chief Executive Officer of Comstock Inc. (NYSE: LODE), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. De Gasperis discusses Comstock's high-volume, zero‑landfill solar panel recycling platform, which recovers 100% of panel materials, including significant amounts of silver, aluminum, and other critical minerals. He outlines the structural shift underway in the silver market driven by accelerating industrial demand from solar, electrification, and advanced technologies, and explains how Comstock is positioned to capture value through recycling economics that blend environmental service fees, low operating costs, and commodity sales. With its first permitted facility in Nevada commissioning, plans to scale multiple recycling sites nationwide, and a strategy to vertically integrate domestic silver refining, Comstock is positioned for strong cash flow growth and long-term leadership in sustainable metals.
While no decisions have been made, Foreign Affairs and Trade has confirmed officials are working through analysis and targeted consultation.
José M. García, CEO and Director of Silver X Mining (TSX.V:AGX – OTCQB:AGXPF), joins me for a comprehensive video overview their aggressive growth plan to increase throughput levels from the Tangana Mine silver production and via increases to the plant capacity of the Recuperada Plant. In tandem to those workstreams, their team has ongoing development and exploration work programs at both the Plata Mine and Red Silver Mine areas for new production to begin about a year out which will augment the consolidated production at their Nueva Recuperada Project, located in central Peru. We start off by having José outline some of the step changes in the current focus on growing the production throughput at Tangana from the current 500-600 tonnes per day (tpd) up to nameplate capacity of the plant at 720 tpd. Then they are seeking permits in the middle of this year to expand the plant throughput to 1,000 tpd by the end of 2026. Then looking ahead 2-3 years, as outlined in their expanded Preliminary Economic Assessment (PEA) released to the market on September 4th, 2025, they will increase the Recuperada Plant capacity up to 1,500 tpd, and also build a new Tangana Plant also with 1,500 tpd capacity, taking throughput up to 3,000 tpd by 2029. The vision is to increase mining, development, and grade from the Tangana unit to eventually feed the new plant, with higher grade material from both the Plata Mining Unit and Red Silver Mining Unit eventually feeding the Recuperada Plant. When both plants are running at full capacity with 3,000 tpd the projected output would be over 6 million silver equivalent ounces of production per annum. We spend the balance of the interview unpacking the ongoing 40,000 meter drill program, and aggressive exploration initiatives across their district-scale land package. There are multiple goals for this largest drill program to date focused on further delineating the higher-grade areas of each area, updating the confidence in the continuity of known resources with infill drilling, while still looking to make new discoveries along strike and at depth. Wrapping up with discuss the fiscal health of the company, reviewing the news out January 27th regarding the private placement offering by the Company of up to C$60 million aggregate principal amount of secured convertible debentures, potential exercise of in the money warrants, and organic revenue generation from mining. These elements coming together will fund the company's initiatives to be able to keep growing the operations organically for the years ahead. If you have any questions for José regarding Silver X Mining, then please email those into me at Shad@kereport.com. In full disclosure, Shad is a shareholder of Silver X Mining at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Silver X Mining 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.
Abe Andries, head of mining for business and commercial banking at Standard Bank South Africa, discusses key takeaways from this year,s Mining Indaba and explores the factors driving new growth in the sector. SAfm Market Update - Podcasts and live stream
Join Mining Minds at the 2025 American Exploration and Mining Association (AEMA) Annual Meeting in Reno, Nevada, as we sit down with Milan Calendine, geoscientist and marketing manager. In this episode, we reflect on the success of the newly introduced Mining Marketing Summit, led by Milan and her outstanding team of marketing and industry experts. Milan also shares her journey from environmental science to marketing, highlighting the critical role marketing plays in today's mining industry. The conversation expands to the importance of effective communication, personal branding, and community engagement, underscoring the need for mining companies to embrace innovative marketing strategies and leadership development. Please help us welcome Milan Calendine to the Face! Thank you to the American Exploration and Mining Association (AEMA) for welcoming Mining Minds to the event and for continuing to support and elevate voices across the mining industry. Sponsors: American Exploration and Mining Association (AEMA) Safety First Training and Consulting Motor Mission Machine & Radiator JSR Fleet Performance Chapters: 03:21 Milan's Background and Upbringing 06:38 Growing Up in Tucson 13:25 College Journey and Challenges 19:32 Discovering Dyslexia and Overcoming Obstacles 27:11 Ego and Confidence in Leadership 32:23 Starting a Career in Environmental Science 35:52 First Impressions of the Mining Industry 39:32 Marketing and Geophysics 46:35 The PR Problem in Mining 58:26 The Importance of Marketing in Mining 01:00:39 Developing a Unified Marketing Message 01:05:32 The Mining Marketing Summit Vision
Edward Burtynsky is one of the preeminent photographers working today. For decades, his work has examined the human impact on the environment. By turns troubling and awe-inspiring, his large-scale images reveal a world in rapid transition. An illuminating and deeply engaging discussion.Links:Edward Burtynsky websiteBurtynsky at the International Center of PhotographyEdward Burtynsky Instagram
It's February, the month when valentines torture the gang in Peanuts Town. In episode 150, we spend a little time looking at loves won (that part doesn't take long) and lost (that takes a lot longer; get comfortable). Plus, we have This Month in Peanuts History, news, and a Random Strip of the Month. Grab a box of chocolates (no coconut, of course!) and enjoy! Thanks to Kevin McLeod at Incompetech for creative commons use of his songs "Hidden Agenda", "Mining by Moonlight", and "Bass Walker". patreon Carnival of Glee Creations Thanks to Henry Pope for the use of his "Linus & Lucy Remix" Thanks to Nick Jones for the use of his song "25% Off" Thanks to Sean Courtney for the "This Month in Peanuts History Theme" and the Strip Randomizer. Any copyrighted material belongs to the respective copyright holder and is presented here for the entertainment purposes only.
Stephen Grootes speaks Dr Andile Sangqu, Transnet Chair on the role of Transnet in South Africa’s mining logistics, the importance of an efficient rail and port system for the sector and the latest developments in efforts to strengthen the logistics network. Transnet is central to moving bulk minerals from mine to port and international markets. In other interviews, Kirby Gordon, FlySafair Chief Marketing Officer talks about the airline’s recent acquisition by Harrith, why the decision to sell was made at this time, and what, if any changes passengers and the industry can expect in operations, strategy, and brand direction. 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 See omnystudio.com/listener for privacy information.
The senate could soon vote on a resolution to lift mining ban near Minnesota's Boundary waters and it has some environmentalists concerned. Ingrid Lyons is the executive director of Save The Boundary Waters and shares her thoughts on the project and her push to stop the project.
The senate could soon vote on a resolution to lift mining ban near Minnesota's Boundary waters and it has some people hopeful that it could bring a big economic boost to the Iron Range. Ryan Sistad is the Executive Director of Better in Our Backyard and talks about why opening up areas for mining could help communities up north.
Stephen Grootes speaks to Dr Andile Sangqu, Transnet Chair, about the role of Transnet in South Africa’s mining logistics, the importance of an efficient rail and port system for the sector and the latest developments in efforts to strengthen the logistics network. Transnet is central to moving bulk minerals from mine to port and international markets. 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.
In this daily editorial for Tuesday, February 10, 2026, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. As precious metals navigate a volatile range, with gold holding near $5,000 and silver around $80, Dave shares his tactical approach to portfolio management, risk mitigation, and the shifting dynamics between majors and juniors. Key Discussion Points Strategic Profit Taking: Dave explains his recent decision to alert subscribers to sell portions of their holdings during the parabolic spikes in gold and silver, emphasizing the importance of turning paper gains into risk-free positions. Market Rotation: A look at how retail interest is shifting from the AI sector into the gold sector as investors seek value in miners that remain relatively cheap compared to record-high metal prices. The Vizsla Silver Crisis: A sobering discussion on the tragic events surrounding Vizsla Silver (VZLA) in Mexico, the implications for jurisdictional risk, and how such events impact the likelihood of major buyouts in the region. Due Diligence & Risk Management: Insights into Dave's criteria for selecting high-risk junior plays, focusing on share structure, management longevity, and the necessity of diversification to protect against unforeseen sector shocks. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/ ---------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
This interview is disseminated on behalf of Upside Gold Corp. In today's metals market, Upside Gold Corp. (CSE: UG | FSE: 47I) has its eyes set on advancing the Kena Gold-Copper Project in British Columbia. CEO & Director Sophy Cesar explains the company's long-term value strategy, highlighting exploration plans to expand known zones, test new targets, and share other key corporate updates that support the company's continued momentum.From its recent Frankfurt Stock Exchange listing to its acquisition strategy, watch the full interview to understand why Upside Gold continues to stand out.Explore: https://upsidegoldcorp.comWatch the full YouTube interview here: https://youtu.be/52bbF_cHKEQAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
Ari Sussman of Collective Mining walks listeners through today's new drill results at Apollo, the flagship deposit within the company's Guayabales Project in Colombia. Today's results expanded the gold and tungsten mineralized horizon close to surface. Ari also provides comments on the latest drill results deep into Apollo at the Ramp Zone, where the company continues to find exception gold grades.
Stephen Grootes speaks to Bongani Motsa, Minerals Council SA’s senior economist, about how unlocking investment through regulatory reform and stronger partnerships with government is key to revitalising South Africa’s mining sector, driving economic growth and creating much‑needed jobs. In other interviews, Estienne de Klerk, CEO of Growthpoint SA talks about the property group’s investment confidence and growth despite past challenges in KwaZulu-Natal. As South Africa’s largest landlord, Growthpoint is doubling down on opportunities in KZN even in areas still bearing the scars of the 2021 unrest. 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 See omnystudio.com/listener for privacy information.
Interview with Francis Macdonald, Director & CEO of Li-FT Power Ltd.Our previous interview: https://www.cruxinvestor.com/posts/li-ft-power-tsxvlift-commits-7m-to-environmental-studies-for-50m-ton-lithium-project-7632Recording date: 6th February 2026Li-FT Power (TSXV:LIFT) has positioned itself at the forefront of North America's lithium sector through strategic consolidation, executing its acquisition of Winsome's Adina project as spodumene prices rebound from a 2.5-year downturn. CEO Francis MacDonald reports lithium prices have tripled from $600 per ton in July 2025 to nearly $2,000 per ton, signaling what the company believes is the early stage of an 18-24 month bull cycle.The Adina transaction addresses a critical development constraint that had artificially limited the project's potential. A claim boundary bisected the deposit, preventing Winsome from optimizing pit design across its 78 million ton resource estimate—only 35 million tons could be incorporated into preliminary mine plans. Li-FT Power had strategically acquired the southern claims before announcing the transaction, enabling complete consolidation that MacDonald expects will unlock 80-100+ million tons of resource, positioning Adina among North America's largest hard rock lithium deposits.The transaction was announced alongside $48 million in financing led by Avenir Minerals, a wholly-owned subsidiary of Agnico Eagle, at $4.30 per share—a price that subsequently doubled to over $9 as lithium sentiment strengthened. Combined with existing equity positions, the company now holds approximately $75 million to fund aggressive 2026-2027 technical programs across both its Adina and Yellowknife flagship projects.MacDonald emphasizes the importance of cyclical timing, noting that strategic acquisitions should occur during market downturns when valuations are depressed. "We saw prices starting to fall in January of 2023. And so, it was really a falling or a flat price environment for 2.5 years," he explains, adding that volatility becomes advantageous when positioned correctly within the cycle.The company plans 50,000 meters of drilling at Adina in 2026 to support a feasibility study targeted for 2027, while concurrent drilling at Yellowknife aims to expand its existing 50 million ton resource base. At the anticipated 80-100 million ton scale, MacDonald argues Adina could justify throughput rates of 4-5 million tons per year, significantly larger than typical 2 million ton per year lithium operations and improving project economics through economies of scale.View Li-FT Power's company profile: https://www.cruxinvestor.com/companies/li-ft-power-ltdSign up for Crux Investor: https://cruxinvestor.com
Interview with Michael Hodgson, CEO of Serabi Gold PLCOur previous interview: https://www.cruxinvestor.com/posts/serabi-gold-lsesrb-300-share-price-surge-underscores-brazil-focused-growth-strategy-7926Recording date: 5th February 2026Serabi Gold (LSE: SRB) has positioned itself as one of the sector's standout performers following a transformative 2025, with CEO Mike Ojenir outlining an ambitious yet fully-funded growth strategy in a recent investor update. The Brazilian-focused gold producer delivered record production of 44,000 ounces while growing cash reserves from $20 million to $54 million, despite investing $12 million in exploration—a testament to the company's exceptional cash generation capabilities.For 2026, Serabi has set guidance of 54,000-57,000 ounces, representing up to 30% growth, with longer-term targets of 70,000-80,000 ounces by 2027-2028 and potential to approach 100,000 ounces thereafter. This expansion roadmap is underpinned by the installation of a fourth ball mill at the Palito processing plant, scheduled for Q3 2026, and the probable restart of the previously shuttered Sao Chico mine, which has become economically viable at current gold prices above $4,000 per ounce.What distinguishes Serabi's growth story is its remarkable cost discipline and financial self-sufficiency. With 65% of costs derived from regulated inputs—including labor governed by predictable union agreements and government-subsidized diesel—the company maintains flat operating costs while capturing full margin expansion from elevated gold prices. Quarterly profits have surged from $6 million to a projected $13-14 million, enabling Serabi to fund all capital expenditures from cash flow without equity dilution or debt.The company has also committed to returning approximately 25% of 2025 free cash flow to shareholders through dividends or buybacks, balancing growth investment with shareholder returns. Meanwhile, a $24 million two-year exploration program aims to grow resources from 1 million to 1.6 million ounces, providing the foundation for sustainable production scaling.With permitting progress expected at the flagship Coringa project in 2026 and a debt-free balance sheet, Serabi exemplifies how established producers in stable jurisdictions can leverage operational excellence and favorable commodity prices to deliver compelling shareholder value without the execution risks of transformational M&A.View Serabi Gold's company profile: https://www.cruxinvestor.com/companies/serabi-goldSign up for Crux Investor: https://cruxinvestor.com
Interview with Darren Bowden, CEO of Metals Exploration PLCOur previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-nicaragua-build-on-track-dupax-abra-targets-add-long-term-upside-8132Recording date: 4th February 2026Metals Exploration, the AIM-listed gold producer, is executing a strategic transformation that will more than double its annual production to 140,000 ounces by 2027 through its La India project in Nicaragua. CEO Darren Bowden outlined the company's ambitious growth trajectory as construction proceeds ahead of schedule and within its revised budget parameters.The company currently operates the Runruno mine in the Philippines, which is expected to produce approximately 55,000 ounces in 2026 before exhausting its reserves in December. However, cash flow from this operation is fully funding the development of La India without requiring significant equity dilution—a commitment management has emphasized to shareholders.La India represents a substantial upgrade to Metals Exploration's production profile. The project will transition the company from open-pit to underground mining at higher grades and lower costs, with initial production targeting just over 100,000 ounces in 2027, ramping to 140,000 ounces as underground operations commence. The deposit contains 2.4 million ounces of resources supporting a 12-15 year mine life, with significant exploration upside across multiple epithermal vein systems.Construction progress remains robust, with the company ending 2025 with $45 million in cash and all major capital expenditures committed. Management expects to generate over $100 million in free cash flow from Runruno operations, comfortably covering the remaining $90 million required to complete La India. The critical path centers on electrical infrastructure connections, while mechanical and steel erection work proceeds smoothly.Beyond La India, Metals Exploration is actively pursuing construction-ready assets in Central America and Asia where its processing plant and experienced construction team can be redeployed following Runruno's closure. With a market capitalization exceeding £400 million and strong cash generation, the company is positioned to pursue opportunities in jurisdictions where other operators remain reluctant, leveraging direct government relationships and proven execution capabilities to access quality assets at attractive valuations.View Metals Exploration's company profile: https://www.cruxinvestor.com/companies/metals-exploration-plcSign up for Crux Investor: https://cruxinvestor.com
Interview with Nick Smart, Director & CEO of ValOre MetalsOur previous interview: https://www.cruxinvestor.com/posts/the-investment-case-for-platinum-palladium-investment-in-2026-8935Recording date: 5th February 2026ValOre Metals offers investors exposure to a scarce asset class addressing structural supply deficits in the platinum group elements sector. The company's Pedra Branca project in northeastern Brazil contains 2.2 million ounces of palladium and platinum resources - one of the few development-stage PGE assets advancing outside the South Africa-Russia-Zimbabwe concentration that controls over 95% of global reserves.This jurisdictional differentiation carries strategic significance as traditional producing regions face operational challenges including aging infrastructure, increasing depths, rising costs, and geopolitical risks. South African operations contend with periodic labour disruptions whilst Russian supply faces sanctions exposure and market access constraints. Against this backdrop, Brazil's federal classification of platinum and palladium as critical minerals provides governmental support for Pedra Branca's development, whilst established infrastructure including paved highway access and proximity to deep-water port facilities at Fortaleza reduces capital requirements.CEO Nick Smart brings proven PGE development credentials from Anglo American Platinum and De Beers, having built and operated mines globally including in Brazil. Under his leadership since October 2025, ValOre has appointed institutional-grade technical partners to advance the project toward production. Lycopodium, a specialised minerals processing engineering firm, leads preliminary economic assessment work targeting year-end 2026 completion. Simultaneously, University of Cape Town's Centre for Minerals Research, recognised as the premier global centre for PGE processing expertise, conducts metallurgical test work establishing optimal processing routes for both weathered oxidised material and fresh sulphide ore.The deposit's geological structure provides inherent economic advantages. Near-surface mineralisation in the first 30 metres represents high-grade weathered material accessible through open-pit mining, enabling early cash flow generation whilst reducing capital intensity compared to underground development. Core deposits containing 1.1 million ounces provide sufficient foundation for initial operations targeting 150,000-200,000 ounces annually over a 10-15 year mine life. At current platinum prices exceeding $2,000 per ounce, the total resource represents approximately $4 billion in contained metal value.Brazil's trial mining licensing process offers a fast-track permitting pathway enabling early-stage demonstration plant production before full-scale operations. This allows ValOre to prove project viability whilst advancing comprehensive licensing applications, reducing technical risk and generating cash flow to support development costs.Market fundamentals support multi-year investment case. Smart emphasised sustained demand across automotive, industrial, and investment applications concurrent with structural supply constraints: "We see growing demand for platinum and palladium. There are some real structural constraints to bringing more supply on. So we see multi-year gap in terms of that balance between demand and supply." Contrary to earlier narratives of declining PGE relevance as electric vehicle adoption challenged autocatalyst demand, automotive transition timelines have moderated whilst platinum consumption in jewellery and investment products continues growing.Exploration upside extends beyond the current resource base. Mineralisation runs along an 80-kilometre trend within a 50,000-hectare land package, with management characterising the 2.2 million ounces as representing "a relatively small part" of the total system. ValOre has doubled the resource since 2019 acquisition through 20,000 metres of drilling, with additional programmes budgeted for 2026.The year-end 2026 preliminary economic assessment represents the primary near-term catalyst, establishing project economics and development pathway whilst positioning ValOre amongst the limited global pipeline of PGE projects advancing toward production outside geopolitically concentrated traditional sources.View ValOre Metals' company profile: https://www.cruxinvestor.com/companies/valore-metalsSign up for Crux Investor: https://cruxinvestor.com
Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-maiden-resource-work-begins-with-2026-drill-campaign-8583Recording date: 4th February 2026Cobra Resources (LSE:COBR) is positioning itself at the forefront of Australia's critical minerals sector through a dual strategy: advancing two significant South Australian projects while actively influencing government policy on strategic reserves.The company's flagship Boland rare earths project utilizes in-situ recovery (ISR) technology to extract dysprosium and terbium, targeting production costs of $60/kg NdPr—half the $120/kg required by conventional mining operations. This cost advantage forms the basis of management's ambition to become "the Kazatomprom of rare earths," replicating the Kazakh uranium producer's dominance through lowest-cost ISR operations. The company has achieved significant technical milestones, including proven ISR processes, proprietary sulfuric acid production from waste materials, and 100% cerium suppression that enhances product value by increasing heavy rare earth ratios to 48%.Complementing the rare earths focus, Cobra's Manna Hill project offers substantial copper-molybdenum-gold-PGE potential. Historic drilling has returned exceptional results, including 4-8 meter intersections grading 2% molybdenum at the Blue Rose prospect. Current programs aim to demonstrate tier-one scale at shallow depths, with management targeting 50+ meter intersections exceeding 1% copper.Beyond project development, Managing Director Rupert Verco has played a key role through the Association of Mining and Exploration Companies (AMEC) in shaping Australia's Critical Minerals Strategic Reserve. The AMEC submission advocates for production support mechanisms modeled on Australia's Capacity Investment Scheme rather than floor pricing, which Verco argues would unfairly advantage higher-cost producers.In 2025, Cobra expanded its land position by 3,200 square kilometers with favorable metallurgy confirmed, while divesting gold assets to Barton Gold for non-dilutive capital. The company holds approximately £5 million in in-the-money warrants and maintains a significant Barton Gold equity position, providing funding optionality as it pursues key 2026 milestones: defining a significant rare earths resource by June, completing a scoping study, and delivering copper-molybdenum drill results that could materially re-rate the asset.View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com
Interview with Jon Deluce, President & CEO of Abitibi MetalsOur previous interview: https://www.cruxinvestor.com/posts/abitibi-metals-cseamq-high-grade-copper-gold-discovery-gains-momentum-in-quebec-8692Recording date: 6th February 2026Abitibi Metals Corp. (CSE:AMQ) has announced a transformational resource update for its B26 copper-gold-zinc-silver deposit in Quebec, demonstrating the scale potential that could attract major producer interest. The updated mineral resource estimate reveals 13 million tons indicated at 2.1% copper equivalent and 12.3 million tons inferred at 2.2% copper equivalent, representing a 125% increase in total tonnage since the company optioned the project from SOQUEM in 2023.The resource growth was achieved at a discovery cost of just 2.5 cents per pound copper equivalent, positioning Abitibi favorably among peers for capital efficiency. CEO Jon Deluce emphasised that the company has delivered on its goal to reach 25-30 million tons by 2026 well ahead of schedule, while maintaining strong grades throughout the expansion process.The resource calculation uses conservative commodity price assumptions of $2,500 gold, $30 silver, $4.50 copper, and $1.35 zinc. At current spot prices, the deposit would grade closer to 2.55% copper equivalent, demonstrating substantial operating leverage to metal price movements. The indicated category alone contains 775 million pounds of copper, 451,000 ounces of gold, 16 million ounces of silver, and 376 million pounds of zinc.Management has assembled a world-class team to advance the project, most notably David Bernier as COO, who previously built Foran's McIlvenna Bay deposit from preliminary assessment through to commercial production. That deposit was recently acquired in a transaction valued at C$3.8 billion, providing a relevant valuation benchmark for B26, which currently represents 56% of McIlvenna Bay's resource tonnage.Abitibi is executing a funded 40,000-meter drill program in 2026 focused on resource expansion, regional exploration testing four new targets, and early-stage permitting work. The deposit remains completely open along strike and at depth, with management targeting 30-50 million tons based on geological evidence and comparisons to the nearby 60-million-ton Selbaie mine located just 7 kilometers away.View Abitibi Metals' company profile: https://www.cruxinvestor.com/companies/abitibi-metalsSign up for Crux Investor: https://cruxinvestor.com
Interview with Patrick Cruickshank, Director & CEO of Nine Mile MetalsOur previous interview: https://www.cruxinvestor.com/posts/nine-mile-metals-csenine-vms-drilling-unlocks-expansion-potential-5410Recording date: 5th February 2026Nine Miles Metals (CSE: NINE) is emerging as a significant explorer in New Brunswick's Bathurst Mining Camp, controlling 140 square kilometers of continuous land across four volcanogenic massive sulfide (VMS) projects. Following a transformative year of advanced geophysical work, CEO Patrick Cruickshank has outlined an aggressive 2026 exploration strategy backed by recently completed $5.5 million financing providing two years of capital.The company's flagship Nine Mile Brook project hosts what Cruickshank describes as the highest-grade lens ever recorded in Bathurst: 12% copper, 38% lead-zinc, 1,200 grams per ton silver, and 2.4 grams per ton gold over 15 meters of solid mineralization. While these exceptional grades present processing challenges—the hybrid nature requires specialized milling solutions—the company is developing a unique bulk sample processing approach with updates expected shortly.The historic Wedge mine represents a different opportunity. This past-producing deposit operated by Caminco in the 1950s-60s was abandoned when its head pillar collapsed, leaving two-thirds of known mineralization in place. Recent drilling discovered an eastern extension with intercepts up to 134 meters, while a just-completed program tested depth and southwestern extensions with assays pending. Management targets proving 7-10 million tons at Wedge to reach economic thresholds.Nine Miles Metals' competitive edge lies in systematic application of modern technology. The company flew 1,400 line kilometers of UAV drone geophysics, identifying 11 new mineralized trends. This approach delivered an 80% drill success rate at California Lake East, hitting mineralization in eight of ten holes.With 185 million shares outstanding, reduced overhead ($300,000 annual savings from office relocation), and drilling costs of just $85-100 per meter in a jurisdiction offering 30-day permitting, the company is positioned to execute multiple 2026 catalysts: pending Wedge assays, April drilling resumption at both Nine Mile Brook and Wedge, and government-funded California Lake exploration—all while maintaining optionality for strategic partnerships or sector consolidation.View Nine Mile Metals' company profile: https://www.cruxinvestor.com/companies/nine-mile-metalsSign up for Crux Investor: https://cruxinvestor.com
Aubrey Masango speaks to Stewart Nupen, Technical Advisory Mining leader at Deloitte Africa who shares insights on what critical minerals are and how important they are to our development and technological advancements in the world. They also touch on The Mining Indaba and the importance of some of the conversations that take place in the conference. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Current Affairs, Mining, The Mining Indaba, Rare Earth Minerals, Critical minerals, Technology, Development The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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/Radio702 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to David Van Wyk, mining analyst about the progress of the Luanda Accord since it was signed last year, a landmark agreement by major diamond-producing countries and industry bodies to jointly fund global marketing for natural diamonds. However, progress has been slow, with funding commitments lagging and implementation delays raising questions about the effectiveness of the agreement and its implications for diamond dependent economies in Africa. 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.
In this company update, we welcome back Greg McKenzie, President and CEO of Silver Storm Mining Ltd. (TSXV: SVRS | OTCQX: SVRSF | FSE: SVR). Following our initial introduction in December, Greg returns to discuss the significant operational milestones achieved as the Company nears the anticipated Q2 2026 restart of the La Parrilla Silver Mine Complex in Durango, Mexico. We also dive into the Company's parallel exploration strategy, highlighted by a 6,000-meter underground drilling program aimed at expanding the resource base at key mine areas. Key Discussion Points: Mine Restart Progress and Timeline: The rehabilitation of the La Parrilla plant remains on schedule and on budget for a potential restart in the second quarter of 2026. Capacity Expansion and Technical Upgrades: Silver Storm has commenced the expansion of the sulphide flotation circuit to 1,250 tonnes per day (tpd), with all eight new flotation cells now delivered to the site. Active Drilling and Resource Growth: A 6,000-meter underground drilling campaign is underway at the Quebradillas, San Marcos, and Rosarios mines to increase indicated and inferred resources ahead of production. Production Targets and Financial Outlook: The Company is targeting an eventual run rate of 3 million silver equivalent ounces per year, backed by a cash position of approximately $31 million CAD. Click here to listen to the introduction interview with Greg. Click here to visit the Silver Storm Mining website to learn more about the Company -------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
What is it like working for Australia's biggest Cat dealer? What was old school Aussie earthmoving like? Mack sits down with Gavin Handley of Westrac Cat to talk about his long career working for the many Caterpillar dealerships leading up to Westrac Cat, what old school Aussie earthmoving was like, key differences between Aussie and North American earthmoving, the Cat dealer model, collecting scale models. and more!Visit our website here https://earthmoversmedia.com/Learn more about Westrac Cat here https://www.westrac.com.au/
Fears a decision around mining could affect New Zealand's reputation on the world stage. Trans-Tasman Resources' proposal to mine 50 million tonnes of seabed a year for 30 years in South Taranaki has been declined in a draft fast-track decision. The panel found there would be credible risks of harm to Maui dolphins, little penguins and fairy prion birds. Minerals Council Chief Executive Josie Vidal told Mike Hosking that it does New Zealand no favours. She says it comes at a time when we're trying to convince the US that we can be part of a global supply chain for minerals. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Interview with George Salamis, President & CEO of Integra Resources Corp.Our previous interview: https://www.cruxinvestor.com/posts/integra-resources-tsxvitr-delamar-project-wins-fast-41-status-with-15-month-timeline-8943Recording date: 5th February 2026Integra Resources represents a differentiated investment opportunity among mid-tier gold producers, combining near-term cash generation from producing assets with a de-risked, high-quality development pipeline advancing toward construction decision. The company's $55 million equity financing, which attracted 12 new institutional investors in a three-times oversubscribed raise, validates the investment thesis during a period of sustained gold prices above $2,800 per ounce.The financing was directly prompted by Fast-41 permitting designation from the Bureau of Land Management establishing a 15-month regulatory timeline for the DeLamar gold-silver project in Idaho, considerably faster than management anticipated and creating opportunity to accelerate development activities. This regulatory certainty differentiates DeLamar from peer projects facing uncertain multi-year permitting processes typical of U.S. mining development, whilst enabling detailed capital planning and proactive risk reduction through early works programmes.Capital deployment focuses specifically on pre-permit activities including site preparation, infrastructure upgrades, critical land purchases, long-lead equipment orders, and detailed engineering work. These activities collectively de-risk construction timelines, demonstrate tangible development intent to federal regulators, and position Integra to commence construction rapidly following anticipated mid-2026 record of decision. The early works programme leverages DeLamar's status as a past-producing asset with existing infrastructure requiring selective upgrading rather than greenfield construction, reducing development risk and capital intensity compared to earlier-stage projects.The equity commitment strategically strengthens Integra's position for H2 2026 project financing negotiations by reducing total debt requirements for construction funding, improving leverage ratios, and creating more favourable risk profiles for project lenders. This financial engineering approach potentially reduces overall cost of capital whilst demonstrating management's preference for proactive capital deployment over reactive positioning.Florida Canyon heap leach operation in Nevada provides financial stability through $2,500 per ounce margins and sufficient cash flow to fund all corporate activities and operational reinvestment requirements without external capital. The producing asset reduces development risk compared to pure development companies whilst providing steady cash generation during DeLamar advancement. Management expects 2026 performance to mirror 2025 results, with mid-year feasibility study anticipated to demonstrate mine life extension beyond acquisition-case assumptions.Institutional validation through generalist fund participation alongside traditional precious metals investors suggests broadening mainstream acceptance of gold producer equities as portfolio allocation tools. The oversubscribed financing during volatile market conditions demonstrates strong investor conviction in Integra's execution capabilities, development timeline certainty, and leveraged exposure to sustained precious metals prices.The investment thesis combines multiple catalysts converging within defined timelines: producing operations generating steady cash flow, accelerated permitting pathway reducing regulatory risk, early works programme de-risking construction timelines, upcoming project financing discussions in H2 2026, and construction decision anticipated shortly after mid-2026 record of decision. This sequencing provides near-term development visibility uncommon among mid-tier producers, whilst sustained gold prices above $2,800 per ounce enhance project economics and cash generation profiles across both assets.For investors seeking exposure to precious metals through established producers with near-term growth catalysts, Integra offers differentiated risk-reward positioning: financial stability from producing assets, de-risked development pipeline benefiting from regulatory certainty, proven management execution capabilities, and institutional validation during a favourable commodity price environment. The strategic financing positions the company to advance DeLamar efficiently whilst maintaining operational stability and financial flexibility across the portfolio.Learn more: https://cruxinvestor.com/companies/integra-resourcesSign up for Crux Investor: https://cruxinvestor.com
This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad's MarketQuick Take to unpack the same question from two angles: was the...
Lipstick today is as messy—and fascinating—as changing attitudes towards femininity. Mining the experience of women across culture, class, and generation, this book tosses out expired ideas about beauty and power like so many tubes of melted wax.From Max Factor to Glossier, from Marilyn to Chappell Roan, lipstick is as shape-shifting and elusive as femininity itself. Rather than a staid history of the object, Lipstick is a roving exploration of gender, sexuality, and performance—combining personal narrative with research and cultural critique. Unpacking the history of feminism's anti-lipstick sentiments, debunking long-standing fallacies, and digging into how Gen Z is using lipstick to explode gender norms, this book explores how self-adornment can be a source of play, pleasure, and transformation.Website: https://peculiarbookclub.com/Newsletter: https://subscribepage.io/schillacenewsVIP Membership: https://payhip.com/PeculiarBookClubYoutube: https://www.youtube.com/@PeculiarBookClub/streamsBluesky: @peculiarbookclub.bsky.socialFacebook: facebook.com/groups/peculiarbooksclubInstagram: @thepeculiarbookclub
Stijn Schmitz welcomes back Shawn Khunkhun to the show. Shawn Khunkhun is CEO, President, & Director, Dolly Varden Silver Corp. The interview centers on the current state of the precious metals market, with a particular focus on silver and gold. Khunkhun explains that silver has been in a structural deficit for years, with annual demand exceeding supply by approximately 200 million ounces. After a significant price surge from $40 to $120, the market recently experienced a correction, which Khunkhun views as a healthy part of the bull market. Khunkhun remains bullish on silver, arguing that production cannot meet demand until the next decade. He highlights growing industrial demand, particularly from the electric vehicle market and solar panel industries. The silver market is complex, with only one in four ounces coming from primary mines, making price incentives challenging for producers. The conversation shifts into geopolitical factors affecting precious metals, including the growing divide between physical and paper markets. Khunkhun emphasizes the different cultural attitudes towards gold and silver in Eastern and Western countries, noting that many regions view these metals as critical wealth preservation tools, especially during economic uncertainty. Recently, Dolly Varden merged with Contango Ore in a strategic move to create a more robust precious metals company. Khunkhun sees this as an opportunity to leverage Contango’s cash flow and expertise to develop Dolly Varden’s silver properties, creating a unique North American precious metals business. Looking ahead, Khunkhun believes the precious metals market is still in its early stages. He anticipates continued volatility but sees significant potential for growth, particularly if global asset allocation to precious metals increases from its current less than 0.5%. He remains optimistic about gold and silver, suggesting potential prices of $150 per ounce for silver and potentially $8,000 to $9,000 per ounce for gold in the future. Timestamps:00:00:00 – Introduction00:00:41 – Precious Metals Volatility Surge00:03:02 – Strong Bull Case Silver00:04:20 – Incentivizing Silver Production Levels00:06:34 – Industrial Demand Substitutions00:09:09 – Paper vs Physical Markets00:11:33 – Geopolitical Physical Demand00:16:00 – Silver Premiums East/West00:21:15 – Gold Future Recession Impact00:24:12 – Financial Reset Possibilities00:26:17 – Company Merger Rationale00:31:22 – Mining M&A Activity State00:39:22 – Volatility Concerns Guest Links: Website:: https://dollyvardensilver.com X: https://x.com/SilverVarden LinkedIn: https://www.linkedin.com/company/dolly-varden-silver-corp YouTube: https://www.youtube.com/channel/UCK4YE6ftyxv4G-6zu9BYJvgerved=0 Mr. Shawn Khunkhun has over 20 years of expertise in capital markets and mineral exploration, with a strong focus on creating shareholder value. Over his career, he has facilitated over $2 billion in capital raises, playing a transformative role in advancing exploration, development, and production companies. In his leadership roles as CEO, Director, and Executive Chairman, Mr. Khunkhun has been instrumental in elevating the profiles of undervalued companies and driving strategic growth. Mr. Khunkhun's success in incubating and scaling companies through capital raises, acquisitions, and spinouts is powered by an extensive network of high-net-worth investors, private equity, institutional investors, analysts, brokers, and bankers. Mr. Khunkhun currently serves as a Director of Goldshore Resources and Gladiator Metals and as Director & Executive Chairman of Strike Point Gold. Additionally, he advises West Red Lake Gold Mines, Nations Royalty, and NexGold and is the Founder of Argenta Silver.
This interview is disseminated on behalf of Ioneer Ltd. With the lithium and boron markets experiencing heightened demand, Ioneer (ASX: INR | NASDAQ: IONR) is advancing its Rhyolite Ridge Lithium-Boron Project in Nevada, aiming to help establish a stable supply of these critical minerals. Managing Director Bernard Rowe shares insights into recent lithium price movements, boron's role in energy storage demand, and the steps the company is taking to advance its Nevada asset.Explore: https://www.ioneer.com/Watch the full YouTube interview here: https://youtu.be/6COeEm4rjdMAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
In this episode of Mining Minds, we sit down with Kevin Neville at the Utah Mining Association Convention to unpack a raw, honest journey through underground hard rock mining, international contract work, and the realities of chasing success without losing yourself along the way. From his first awe-filled moments descending a shaft at Resolution Copper to managing the mental, physical, and emotional toll of long rotations in Mexico, Kevin shares what it truly means to grow up in the mining industry. Kevin talks about the value of hard work learned early in life, the power of mentors who shape careers underground, and the importance of recognizing burnout before it costs you more than a paycheck. We dive into mining culture, leadership lessons, work-life balance, and why underground mining still holds a special place in his heart—even after stepping into a new chapter outside the mine. Please help us welcome Kevin Neville to the Face! Thank you to the Utah Mining Association for welcoming us as part of your incredible event and for your continued support in amplifying the voices inside our industry. Episode Sponsors: Safety First Training and Consulting JSR Fleet Performance Motor Mission Machine & Radiator Episode Chapters: 02:56 High School and Early Adulthood 07:00 Mission Experience in Argentina 29:13 Learning from History and Leadership 29:43 Gratitude and Mentorship in Mining 31:16 Challenges and Misconceptions in Mining 49:56 Venturing into International Mining 01:00:57 Balancing Family and Work Life 01:01:09 Reconnecting with Old Friends 01:02:40 Career Transitions and Challenges 01:05:55 Finding Fulfillment in a New Role
On today's episode, cohosts Kristin Toussaint and Josh Christensen discuss the latest news in business and innovation, including Disney's new CEO, the SpaceX and xAI merger, and business leaders in the Epstein Files. Next, Josh and Kristin talk with Fast Company contributing writer Adam Bluestein on why America wants more mining engineers. Finally, Fast Company senior staff editor Jeff Beer speaks with NBCUniversal Media Group chairman Matt Strauss on NBC's place in the streaming industry and their upcoming coverage of the 2026 Winter Olympics. To check out Adam's story, go to fastcompany.com/91471471/mining-engineer-hot-career-path-metals-minerals-college-columbia-university-colorado-rare-earth-china For more of the latest business and innovation news, go to fastcompany.com/news
This interview is disseminated on behalf of Rua Gold. For Rua Gold (TSX-V: RUA | OTC: NZAUF | WKN: A40QYC), exploration activity in New Zealand is ramping up, with drilling set to begin this April once permits are secured. CEO & Director Robert Eckford discusses how the company plans to capitalize on today's strong gold prices through its New Zealand assets, shares recent exploration updates, and explains why pursuing the fast-track process is a top priority.Explore: https://ruagold.com/Watch the full YouTube interview here: https://youtu.be/LrY_PJAGDcAAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
Find us at www.crisisinvesting.com In this episode, Doug and Matt discuss the recent activity in metals and mining markets, including the U.S. government's strategic initiatives to stockpile critical minerals. They scrutinize Trump's $12 billion Project Vault and proposals to expand the export-import bank's budget, exploring how these moves could affect the mining industry. The conversation then shifts to the burgeoning AI landscape, noting developments in AI that enable bots to interact, remember, and even form communities autonomously. Doug and Matt also delve into the criticism of governmental interference and potential impacts on investors, touching on the broader implications of AI on the job market and future technological advancements. The episode wraps up with investment advice and Doug's thoughts on regulatory changes. 00:00 Introduction and Market Overview 00:16 Government Interventions in Mining 01:06 Economic Implications of Government Actions 03:23 Historical Context and Strategic Metals 11:05 AI Developments and Ethical Considerations 18:35 Impact of AI on Jobs and Industries 23:09 Gold and Silver Market Dynamics 30:13 Conclusion and Investment Advice
In this episode of the Range Podcast, host Ricky Brule discusses the critical situation facing the Boundary Waters Canoe Area Wilderness, emphasizing the need for awareness and action against proposed mining legislation. He also shares personal experiences and upcoming hunting plans, along with updates on new products from Vapor Trail Archery. The Boundary Waters is a national treasure at risk. Mining could displace over 250,000 jobs in Minnesota. Environmental protections are crucial for public lands. The Congressional Review Act is being used in unprecedented ways. Local communities depend on the health of the Boundary Waters. Ricky plans to take his family to the Boundary Waters. Water is essential for life and must be protected. Hunting seasons are approaching, with opportunities in multiple states. New products from Vapor Trail Archery are on the way. The podcast will feature more guests in future episodes. The Range Podcast is available on all major platforms, including Apple Podcasts and Spotify. Video versions can be found on the Vapor Trail YouTube Channel and Wild TV. Enter Promo Code trp15 during checkout at www.vaportrailarchery.com to receive 15% off VTX Bowstrings and Branded Apparel. The Range Podcast is brought to you by Vapor Trail Archery and Stokerized Stabilizers. We are proud to be a part of the @sportsmens_empire network. #podcast #archerypodcast #outdoorpodcast #archery #targetarchery #bowandarrow #bowonly #outdoors #archerylife #compoundbow #publicland #fightforyourright Learn more about your ad choices. Visit megaphone.fm/adchoices