Podcasts about Mining

The extraction of valuable minerals or other geological materials from the Earth

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    Best podcasts about Mining

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    Latest podcast episodes about Mining

    Redeye
    Call to recognize Athabaska River Basin as a legal person

    Redeye

    Play Episode Listen Later Nov 12, 2025 14:04


    The Jackpine Mine is an open-pit tar sands project north of Fort McMurray. Last year, the operator applied for a renewal of its licence to operate the mine for another 10 years. In response Ecojustice, the Alberta Wilderness Association, and Keepers of the Water filed a statement of concern asking the Alberta Energy Regulator to recognize the Athabasca River Basin as a “legal person” with the right to participate in decisions that affect its health. We speak with Matt Hulse, a lawyer for Ecojustice.

    Late Confirmation by CoinDesk
    THE MINING POD: Unpacking MARA's AI Plans w/ CEO Fred Thiel

    Late Confirmation by CoinDesk

    Play Episode Listen Later Nov 11, 2025 74:18


    MARA's Fred Thiel joins the Mining Pod to discuss the company's AI and HPC plans, bitcoin, and the future of edge computing. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Fred Thiel, CEO and Chairman of MARA (formerly Marathon Digital Holdings), joins us to talk about MARA's strategic pivot toward AI and HPC infrastructure, the critical importance of energy ownership over PPAs, inference at the edge computing, MARA's partnerships with MPL and Exaion in Europe, and why Bitcoin's path to $1M will be harder than most think as the asset matures and institutionalizes. Notes:  • $1.4T AI spending planned over next 5 years • MARA owns energy vs paying PPAs for electrons • Many HPC contracts have strict delivery outs • Bitcoin no longer follows 4-year cycle pattern • 10% Bitcoin price change = $200B market move • MARA has ~250 employees currently Timestamps: 00:00 Start 04:05 Q3 look back 13:13 Inference at the edge 20:22 Sovereign cloud 27:13 MARA: hash cost vs hash price 29:33 Valuations not reflecting risk 33:22 MARA: value accretion 34:39 Operational deployment 37:07 Asset light vs hosting 41:47 Exaion deal 46:15 MPLX deal (natural gas ) 50:22 CapEx costs 50:53 MPLX deal structure 56:23 CTO & 2PIC 1:01:28 Share dilution 1:12:31 What are you reading?

    FT News Briefing
    How the world's biggest mining project is a win for China

    FT News Briefing

    Play Episode Listen Later Nov 11, 2025 10:45


    Saudi Aramco is shifting its focus to natural gas, Donald Trump has threatened to sue the BBC for at least $1bn over an edit of a speech he gave on January 6 2021, and a $23bn mine in Guinea opens today and it is seen as a huge win for China. Mentioned in this podcast:Saudi Aramco steps up gas push to meet surging electricity demand Donald Trump threatens to sue BBC for $1bn over January 6 speech editHow the world's biggest mining project is a win for ChinaToday's FT News Briefing was produced by Lulu Smyth, Sonja Hutson, and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

    CruxCasts
    Marimaca Copper (TSX:MARI) - Environmental Milestone Clears Path for Q1 2026 Ground Breaking

    CruxCasts

    Play Episode Listen Later Nov 11, 2025 22:21


    Interview with Hayden Locke, CEO & Jose Antonio Merino, CFO of Marimaca CopperOur previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-industry-leading-economics-meet-growth-potential-7830Recording date: 10th November 2025Marimaca Copper has secured environmental approval for its oxide copper project in northern Chile, marking a significant milestone that positions the company to break ground by the end of Q1 2026. The approval, granted through Chile's Declaration of Environmental Impact (DIA) pathway, represents years of strategic planning and proactive stakeholder engagement that distinguished the company's approach from typical mining development.The DIA approval followed submission of a comprehensive 4,800-page document that underwent rigorous review by 17 separate government agencies. Each agency examined whether the project would generate "significant environmental impact" within their specific scope, from water resources and flora to archaeology and air quality. Managing Director Jose Antonio Merino emphasized that the pathway selection was not arbitrary but rather "a result of your environmental impact assessment," with the company's design qualifying for the streamlined DIA process by demonstrating minimal environmental impact.Marimaca's strategic approach centered on designing the project around environmental sensitivities from the outset rather than retrofitting considerations after engineering completion. This methodology, while adding approximately one quarter to the submission timeline, proved instrumental in securing approval. The company also engaged proactively with local communities despite no regulatory mandate, opening dialogue about expectations and concerns that informed the final community engagement plan.The approval arrives amid favorable shifts in Chile's political environment, where Merino noted "more consensus in the Chilean political and regulatory agencies about the importance of economic growth" compared to the environmentalist wave of four to five years ago. CEO Hayden Locke views the timing as optimal, stating that "the next 5 to 10 years in copper is going to be very favorable, and we are coming to market with a new project at exactly the right time."With primary environmental approval secured and remaining sectoral permits considered low-risk, Marimaca has successfully navigated what Locke described as permitting issues that have "delayed junior companies in some cases by two decades," positioning the oxide project for near-term construction commencement.Learn more: https://www.cruxinvestor.com/companies/marimaca-copperSign up for Crux Investor: https://cruxinvestor.com

    Stocks To Watch
    Episode 721: Questcorp Mining’s ($QQQ | $QQCMF) La Union Project: Strong Progress & Key Catalysts Ahead

    Stocks To Watch

    Play Episode Listen Later Nov 10, 2025 7:30


    Questcorp Mining (CSE: QQQ | OTCQB: QQCMF | FSE: D910) is advancing its flagship La Union Gold and Silver Project in Sonora, Mexico, one of the nation's richest mining belts. In this interview, Founding Director, President, & CEO Saf Dhillon shares updates on the maiden drill program's strong progress, insights from recent geological findings, and what to expect as the company awaits assay results in early 2026. He also discusses how new funding from a UK-based institutional investor is driving Questcorp's next phase of growth.Learn more about Questcorp Mining: https://questcorpmining.ca/Watch the full YouTube interview here: https://youtu.be/2-aSGKB5VjUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Stocks To Watch
    Episode 720: Rua Gold ($RUA): Tripling Resources and Targeting Production in New Zealand

    Stocks To Watch

    Play Episode Listen Later Nov 10, 2025 9:12


    Rua Gold (TSXV: RUA | OTC: NZAUF | WKN: A40QYC) is gaining attention as its stock climbs and exploration success in New Zealand's Reefton Goldfield continues to build momentum.CEO & Director Robert Eckford talks about how the company now controls seven of the eight historic gold mines in the district and shares updates on the Auld Creek Target, a high-grade gold-antimony system, supported by an existing NI 43-101 resource estimate, with plans to triple its gold resource this year.With a proven team, fast permitting in New Zealand, and a clear path toward production, Rua Gold is positioning itself as one of the country's standout players in the mining sector.Learn more about Rua Gold: https://ruagold.com/Watch the full YouTube interview here: https://youtu.be/POJ7kvht9ukAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Mining Stock Daily
    Morning Briefing: Apollo Rising: Collective Mining and the Tungsten Opportunity

    Mining Stock Daily

    Play Episode Listen Later Nov 10, 2025 10:14


    Kingfisher Metals reported additional drill and soil results from its 2025 program at the HWY 37 Project in British Columbia's Golden Triangle. Nevada King Gold Corp. reported final results from ten remaining holes of its Phase III drill program at the Silver Park East (SPE) target. Collective Mining announced that drilling is now fully underway at the high-grade, tungsten-rich zones of its **Apollo system**. Great Pacific Gold announced Phase 1 diamond drill results from the Sinivit target at its flagship Wild Dog Project in Papua New Guinea. First Mining Gold announced additional 2025 exploration results from the Miroir target at its Duparquet Gold Project in Quebec's Abitibi region. Foran Mining announced H2 2025 exploration results from the Tesla Zone at its McIlvenna Bay Project in Saskatchewan.This episode of Mining Stock Daily is brought to you by… Integra ResourcesIntegra 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.comThe Mining Stock Daily morning briefing is produced by Clear Commodity Network. It is distributed throughout the world through your podcast network of choice, and by our friends at the Junior Mining Network. The information presented should not be considered investment advice. Mining stock daily and its affiliates are not responsible for any loss arising from any investment decision in connection with the material presented herein. Please do your own research or speak with a licensed financial representative before making any investment decisions.

    Mining Stock Daily
    Equinox Gold Q3 Commentary with Improving Mining Rates at Greenstone and Ramp-up at Valentine

    Mining Stock Daily

    Play Episode Listen Later Nov 10, 2025 24:56


    Ryan King, Vice President of Corporate Development at Equinox Gold, discusses the company's Q3 financial results, highlighting significant gold production and operational improvements at the Greenstone project. He also addresses the performance of operations in Nicaragua, the company's debt management strategy, and updates on the Valentine project, which is ramping up towards its expected capacity.

    Arcadia Economics
    Fortuna Mining Generates $73.4 Million Of Free Cash Flow In Q3 Earnings

    Arcadia Economics

    Play Episode Listen Later Nov 10, 2025 61:57


    Fortuna Mining Generates $73.4 Million Of Free Cash Flow In Q3 Earnings Fortuna Mining released their third-quarter results last week, which included free cash flow generation of $73.4 million. It's also been an active few months for the company, that includes a PEA on the Diamba Sud Gold Project, and also a handful of new drill results. So to go over the latest progress from Fortuna, CEO Jorge Ganoza joins me on the show for a live call at 3 p.m. Eastern today, so log on and join us! - To find out more about the latest earnings from Fortuna Mining, go to https://fortunamining.com/news/fortuna-reports-results-for-the-third-quarter-of-2025/ - To hear the sounds of Arcadia Music go to: https://goldandsilverdaily.substack.com/p/gold-and-silver-surge-again-as-powell - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic This video was sponsored by Dolly Varden Silver and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-dolly-varden-2025/Subscribe to Arcadia Economics on Soundwise

    UNTOLD RADIO AM
    Monsters on the Edge #132 Bigfoot 911 with Guest Wendell Mosley

    UNTOLD RADIO AM

    Play Episode Listen Later Nov 10, 2025 83:42


    Welcome to Monsters on the Edge, a show exploring creatures at the edge of our reality in forests, cities, skies, and waters. We examine these creatures and talk to the researchers studying them.Wendell Mosley, founder of Prospecting USA and creator of the YouTube channel “Wendell Bigfoot 911,” is an Alabama-based explorer known for his firsthand encounters with the unexplained. His journey into the Bigfoot community began in 2018 when he discovered unusual tracks in his own driveway and shared the photos online, which quickly led to podcast invitations and deeper involvement in the field. Since then, Wendell has become an active figure in Bigfoot research, regularly participating in meet-and-greets and boots-on-the-ground investigations. Through his channel, he provides a welcoming platform where others can openly discuss their experiences with Bigfoot and the paranormal.Wendell's Youtube Channelhttps://www.youtube.com/@wendellmosley911Facebook grouphttps://www.facebook.com/groups/1186663173031340California Gold Prospectors & Treasure Hunters Facebookhttps://www.facebook.com/groups/57208169210/?ref=shareClick that play button, and let's unravel the mysteries of the UNTOLD! Remember to like, share, and subscribe to our channel to stay updated on all the latest discoveries and adventures. See you there!Join Barnaby Jones each Monday on the Untold Radio Network Live at 12pm Central – 10am Pacific and 1pm Eastern. Come and Join the live discussion next week. Please subscribe.We have ten different Professional Podcasts on all the things you like. New favorite shows drop each day only on the UNTOLD RADIO NETWORKTo find out more about Barnaby Jones and his team, (Cryptids, Anomalies, and the Paranormal Society) visit their website www.WisconsinCAPS.comMake sure you share and Subscribe to the CAPS YouTube Channel as wellhttps://www.youtube.com/channel/UCs7ifB9Ur7x2C3VqTzVmjNQ

    Insomnia insight with Daniel Erichsen
    Benzo Withdrawal Insomnia

    Insomnia insight with Daniel Erichsen

    Play Episode Listen Later Nov 8, 2025 12:09


    In this episode of Mining in the Comments, Coach Daniel takes a deep dive into a powerful question from Couloir, who wrote about their struggle with sleep after stopping benzodiazepines. It's been two months since the taper ended and now the question is:

    KZMU News
    News Reel: Election results, copper mining, Cisco development

    KZMU News

    Play Episode Listen Later Nov 8, 2025 16:32


    Today on the News Reel, we speak to Andrew Christiansen, reporter at the Times-Independent, about the results from Moab's municipal election. We also discuss special groundwater approvals for a copper mine in Lisbon Valley. And we finish with a story about a recent water rights application for a housing development in Cisco. - Show Notes - • Langianese, Loftin, Taylor prevail in Moab City Council election https://www.moabtimes.com/articles/langianese-taylor-and-loftin-prevail-in-moab-city-council-election/ • EPA clears major milestone for Lisbon Valley copper mine expansion https://www.moabtimes.com/articles/epa-clears-major-milestone-for-lisbon-valley-copper-mine-expansion/ • State weighs water right change as developer eyes rebirth of Cisco ghost town https://www.moabtimes.com/articles/state-weighs-water-right-change-as-developer-eyes-rebirth-of-cisco-ghost-town/

    World Questions
    World Questions: Greenland

    World Questions

    Play Episode Listen Later Nov 8, 2025 48:45


    Independence from Denmark, the costs of mining for rare earth minerals and Inuit people's rights – some of the challenges facing the autonomous territory of Greenland. A former Danish colony, Greenland is the world's largest island with a population of just 57,000 people. Jonny Dymond chairs a panel of leading politicians from Denmark and Greenland to debate the future of this fascinating Arctic region – and take some tough questions from the public.The panel: Naaja Nathanielsen – Minister of Industry, Raw Materials, Mining and Energy – Greenlandic Parliament. Louise Elholm - MP in the Danish Parliament. Venstre party spokeswoman on Greenland. Kuno Fencker – MP in the Greenlandic Parliament – opposition Naleraq party. Ulrick Pram Gad – Senior researcher at the Danish Institute for International Studies.Producer: Helen Towner

    Late Confirmation by CoinDesk
    THE MINING POD: Cipher's Amazon Deal, IREN's Microsoft Deal, Q3 Earnings Recap, and is China Winning the AI Race?

    Late Confirmation by CoinDesk

    Play Episode Listen Later Nov 7, 2025 31:35


    IREN and Cipher both announced deals with hyperscalers this week as the AI race heats up among bitcoin miners. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Matt talk about two massive hyperscaler deals that have upped the expectations for AI-pivots. Cipher Mining just secured a $5.5B, 15-year lease with Amazon Web Services for 300MW at their Bear Lake facility, while IREN signed a $9.7B, 5-year deal with Microsoft for 200MW in Texas. We also cover highlights from public miner Q3 earnings that have trickled through so far, a bitcoin miner lawsuit that involves OpenAI, and why Warren Buffett's Pacific Power's loss with Amazon is a win for bitcoin miners. Plus: Will China win the AI race? Nvidia's CEO thinks yes. Notes:  • Cipher signs $5.5B AWS deal for 300MW facility • IREN inks $9.7B Microsoft cloud compute agreement • Hash price crashes to $40 per petahash per day • Bitcoin retraced from $126K to $101K support • Cipher announces 1GW data center JV project • Pacific Power fails to deliver Amazon capacity Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:05 Cipher Amazon deal 08:02 IREN Microsoft deal 13:56 Cleanspark Ad 14:25 Q3 earnings update 14:38 RIOT 14:54 MARA 15:34 HUT 8 16:08 CIPHER 18:23 CORZ workers comp lawsuit 21:08 China winning AI race? 26:31 Cry Corner: Buffett can't MW

    Arcadia Economics
    Fortuna Mining Produces $73.4 Million Free Cash Flow In Q3

    Arcadia Economics

    Play Episode Listen Later Nov 7, 2025 5:36


    Fortuna Mining Produces $73.4 Million Free Cash Flow In Q3 Fortuna Mining released their latest earnings this week, which included $73.4 million in free cash flow in the third quarter. To find out more about the results, click to watch this brief recap now! - To read more about the latest results from Fortuna Mining in the third quarter go to: https://fortunamining.com/news/fortuna-reports-results-for-the-third-quarter-of-2025/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise

    Learn Cardano Podcast
    Ripple and Mastercard: A Game-Changer in Crypto

    Learn Cardano Podcast

    Play Episode Listen Later Nov 7, 2025 25:11 Transcription Available


    In this conversation, Peter discusses significant developments in the cryptocurrency space, including the partnership between Ripple and Mastercard for credit card settlements on the XRP ledger, updates on Midnight Glacier Drops and mining, the Ethereum ecosystem's transaction metrics, Chainlink's new compliance engine, privacy innovations in VPNs, security in the Cardano ecosystem, and Apex Fusion's cross-chain developments. The conversation highlights the importance of compliance, security, and the evolving landscape of decentralized finance (DeFi).TakeawaysRipple and Mastercard are collaborating to enhance blockchain adoption.The RLUSD credit card settlement is a significant step for stablecoins.Midnight Glacier is increasing token availability for miners.Ethereum's transaction metrics are misleading and need reevaluation.Chainlink's compliance engine is crucial for regulatory adherence.Privacy-focused VPNs are emerging in the crypto space.DeFi hacks highlight the need for better security measures.Cardano's design offers enhanced security against hacks.Apex Fusion is making strides in cross-chain capabilities.Community support is vital for content creators in the crypto space.Chapters00:00 Ripple and Mastercard Partnership03:12 Midnight Glacier Drops and Mining Updates05:58 Ethereum Ecosystem and Transaction Metrics09:05 Chainlink's Automated Compliance Engine11:57 Privacy in VPNs and DeFi Hacks15:11 Cardano's Security and DeFi Opportunities18:03 Apex Fusion and Cross-Chain DevelopmentsDISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

    Hashr8 Podcast
    Cipher's Amazon Deal, IREN's Microsoft Deal, Q3 Earnings Recap, and is China Winning the AI Race?

    Hashr8 Podcast

    Play Episode Listen Later Nov 7, 2025 31:35


    Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin and Matt talk about two massive hyperscaler deals that have upped the expectations for AI-pivots. Cipher Mining just secured a $5.5B, 15-year lease with Amazon Web Services for 300MW at their Bear Lake facility, while IREN signed a $9.7B, 5-year deal with Microsoft for 200MW in Texas. We also cover highlights from public miner Q3 earnings that have trickled through so far, a bitcoin miner lawsuit that involves OpenAI, and why Warren Buffett's Pacific Power's loss with Amazon is a win for bitcoin miners. Plus: Will China win the AI race? Nvidia's CEO thinks yes. 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 • Cipher signs $5.5B AWS deal for 300MW facility • IREN inks $9.7B Microsoft cloud compute agreement • Hash price crashes to $40 per petahash per day • Bitcoin retraced from $126K to $101K support • Cipher announces 1GW data center JV project • Pacific Power fails to deliver Amazon capacity Timestamps: 00:00 Start 02:00 Difficulty Report by Luxor 05:05 Cipher Amazon deal 08:02 IREN Microsoft deal 13:56 Cleanspark Ad 14:25 Q3 earnings update 14:38 RIOT 14:54 MARA 15:34 HUT 8 16:08 CIPHER 18:23 CORZ workers comp lawsuit 21:08 China winning AI race?26:31 Cry Corner: Buffett can't MW

    CruxCasts
    Producer Cash Flows Fuel New Wave of M&A and Strategic Gold Investments

    CruxCasts

    Play Episode Listen Later Nov 7, 2025 37:46


    Recording date: 4th November 2025The gold mining sector demonstrated extraordinary financial performance in Q3 2025, with gold stabilizing near $4,000 per ounce and silver between $47-49 after a recent $300 pullback. Major producers generated unprecedented free cash flow despite market volatility, positioning the sector for sustained growth.Agnico Eagle Mines produced exceptional results with $3 billion in revenue and 66% gross margins, generating $1.2 billion in free cash flow at all-in sustaining costs of $1,400 per ounce. At current gold prices, this translates to approximately $17-18 million in daily free cash flow. Newmont Corporation similarly posted strong performance with $8 billion in revenue and $1.6 billion in free cash flow from 1.4 million ounces produced.Despite Federal Reserve rate cuts temporarily reducing global liquidity flows, the fundamental investment case for precious metals remains robust. Market weakness may extend through November, but recovery is anticipated approaching December's Fed meeting as monetary debasement trends continue supporting sector strength.M&A activity accelerated significantly with Fresnillo acquiring Probe Gold for $780 million cash, marking the world's largest primary silver producer's expansion into Canadian gold assets. This departure from Mexican operations may signal jurisdiction concerns given limited recent permitting activity. Coeur Mining's acquisition of New Gold demonstrated valuation arbitrage opportunities, with the U.S.-domiciled company leveraging its 50% premium to double operational scale while achieving 40% net accretion.Strategic investments are flowing downstream from major producers to developers and explorers. Gold Fields invested $50 million in Founders Metals targeting Suriname projects, while B2Gold deployed $10 million into Prospector Metals for Yukon exploration. These investments represent modest commitments relative to daily free cash flow generation Agnico's $180 million Perpetua investment equals just ten days of current free cash flow.The preference for cash transactions injects capital directly into specialist mining funds likely to redeploy within the sector, creating a multiplier effect. Development-stage assets trading at 0.4 times net asset value versus full NAV multiples for producers enable immediate accretion through strategic acquisitions.This capital migration down the market capitalization structure from major producers to mid-tier companies, developers, and explorers represents an early-stage phenomenon with substantial additional activity expected as producer profitability compounds at sustained gold prices.Sign up for Crux Investor: https://cruxinvestor.com

    The Information's 411
    Elon Musk's $1 Trillion Tesla Pay Package, AI for Mining, Affirm's Q1 Earnings | Nov 7, 2025

    The Information's 411

    Play Episode Listen Later Nov 7, 2025 30:26


    Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber talks with TITV Host Akash Pasricha about Elon Musk's $1 trillion pay package and the "Elon hope" factor in Tesla's stock price. We also talk with Affirm CFO Rob O'Hare about Affirm's surge in Gross Merchandise Volume and its focus on direct-to-consumer products, and Terra AI's John Mern and Anthony Corso about Terra AI's mission to use AI to solve metal and mineral shortages for the tech industry. Lastly, we get into the heightened competition for Series A funding and the trend of VC partners leaving to start their own funds with The Information's Natasha Mascarenhas.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/elon-musks-victoryhttps://www.theinformation.com/articles/ai-stokes-battles-series-altimeter-raise-new-growth-fundTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    Backwoods Horror Stories
    BWBS Ep:148 Bigfoot Takes The Gold!

    Backwoods Horror Stories

    Play Episode Listen Later Nov 7, 2025 71:51 Transcription Available


    In the spring of 1972, a man chasing gold and glory ventured deep into the Yukon wilderness, dreaming of striking it rich. But what began as a hopeful mining expedition soon unraveled into a two-month nightmare that would haunt him for the rest of his life. Fresh from Vietnam and toughened by work on the Alaska Pipeline, he believed no wilderness could break him. When he purchased the mineral rights to an abandoned 1950s claim—once owned by a prospector named Dutch Hanson who mysteriously vanished after a promising start—he ignored every red flag. Gold fever clouded his judgment, and soon he would realize the true cost of his ambition. After flying into a remote valley with a bush pilot, he built a cabin and began working his sluice box along a promising creek bend. The gold was there—steady and consistent, just as Hanson's notes promised. But something was wrong. The forest was unnaturally quiet. No birds. No bears. No life at all.Then came the night screams. Unnatural wails echoed through the valley, rising and falling with a haunting, almost human cadence. The sounds were answered from multiple directions, as though the darkness itself were alive. He tried to rationalize it—wolves, perhaps—but deep down he knew better. Soon, massive spruce trees began snapping eight feet above the ground, sheared off with tremendous force. Then came the knocks—sharp, rhythmic wood-on-wood impacts echoing through the valley, back and forth, as if some unknown intelligence were communicating.One afternoon, while working the creek, he heard a rapid series of popping sounds surrounding him—mouth clicks, moving in a circle, coordinated and deliberate. Something was out there. Watching. Stalking. Thinking. The proof came in the form of tracks—eighteen inches long, five toes, a five-foot stride. Too human to be a bear, too large to belong to any known species. And then, the unthinkable: he turned at the water's edge to find an eight-foot creature watching him from the treeline. Covered in dark, shaggy hair with a conical head and intelligent eyes, it showed no fear—only dominance. When it struck a nearby tree with a thunderous slap, others answered from the forest. He was surrounded. That night, the creatures attacked. Rocks rained down on his cabin for hours, splintering wood and shaking the structure. Multiple voices filled the night—the deep, resonant roar of the alpha male, the shrill screams of the female, and the higher-pitched cries of a juvenile.They circled his camp, making it clear he was not welcome. By dawn, his camp was destroyed. Tools twisted, the sluice box shattered, and every ounce of gold gone. The message was unmistakable: leave.He fled the valley, trailed by the creatures' heavy knocks and distant cries. At the final creek crossing, the massive male appeared once more—silent, watchful, ensuring he never returned.He never did.Because some places aren't meant for humans, some fortunes aren't worth the price, and some legends should remain undisturbed in the wild.This is the story of one man's hunt for Yukon gold… and the terrifying encounter that made him believe in something that shouldn't exist.

    Science & Futurism with Isaac Arthur
    The Space Mining Boom - How Resources Will Shape the Future Economy (Narration Only)

    Science & Futurism with Isaac Arthur

    Play Episode Listen Later Nov 6, 2025 27:14


    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.

    Science & Futurism with Isaac Arthur
    The Space Mining Boom - How Resources Will Shape the Future Economy

    Science & Futurism with Isaac Arthur

    Play Episode Listen Later Nov 6, 2025 27:37


    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.

    Focus
    Gold mining in Peru: The not-so-glittery side of your smartphone

    Focus

    Play Episode Listen Later Nov 6, 2025 6:05


    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.

    Dig Deep – The Mining Podcast Podcast
    The Sleeping Giant Awakens: Abcourt Mines' High-Grade Gold and the Future of Narrow-Vein Mining

    Dig Deep – The Mining Podcast Podcast

    Play Episode Listen Later Nov 6, 2025 35:11


    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/

    Thinking Crypto Interviews & News
    JIM CRAMER TURNS BEARISH AS BITCOIN NEARS CRITICAL LEVEL FOR THE CRYPTO BULL MARKET!

    Thinking Crypto Interviews & News

    Play Episode Listen Later Nov 5, 2025 17:32 Transcription Available


    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/

    Stocks To Watch
    Episode 718: Don Durrett on Why Gold Still Wins Amid Recession Risks and Market Denial | 2026 Outlook & Strategy

    Stocks To Watch

    Play Episode Listen Later Nov 5, 2025 36:56


    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

    Mining Stock Education
    The Key to Mastering Junior Mining Cyclicality: Insights from Bill Powers and Brian Leni

    Mining Stock Education

    Play Episode Listen Later Nov 5, 2025 59:46


    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/

    Late Confirmation by CoinDesk
    THE MINING POD: Picking Winners in the Bitcoin Miner AI Race w/ Kevin Dede

    Late Confirmation by CoinDesk

    Play Episode Listen Later Nov 4, 2025 35:56


    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

    Shameless Popery
    #221 Gavin, “Quote-Mining,” and The Didache… - Joe Heschmeyer

    Shameless Popery

    Play Episode Listen Later Nov 4, 2025


    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...

    Hashr8 Podcast
    Picking Winners in the Bitcoin Miner AI Race w/ Kevin Dede

    Hashr8 Podcast

    Play Episode Listen Later Nov 4, 2025 35:56


    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

    CruxCasts
    From Exploration to Exit: The Strategic Framework for Junior Resource Investment

    CruxCasts

    Play Episode Listen Later Nov 4, 2025 46:22


    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

    The Northern Miner Podcast
    Jack Lundin on mining policy and the World's Deepest Marathon

    The Northern Miner Podcast

    Play Episode Listen Later Nov 4, 2025 69:50


    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

    Mining Stock Daily
    Morning Briefing: Coeur Mining to Acquire New Gold

    Mining Stock Daily

    Play Episode Listen Later Nov 3, 2025 9:06


    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

    Whiskey Lore
    ✈️ WF076 to Montana: HEADFRAME SPIRITS - Building Stills, Butte's Mining History, and the Orphan Girl

    Whiskey Lore

    Play Episode Listen Later Nov 3, 2025 44:26


    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

    Houston Matters
    Houston pet peeves (Nov. 3, 2025)

    Houston Matters

    Play Episode Listen Later Nov 3, 2025 49:30


    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

    CruxCasts
    Minnova Corp (TSXV:MCI) Infrastructure Advantage Towards 2027 Production with 300% Value Increase

    CruxCasts

    Play Episode Listen Later Nov 3, 2025 27:59


    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

    CruxCasts
    DRDGOLD (NYSE:DRD) - Moving Towards 200,000 oz Gold Production From Tailings

    CruxCasts

    Play Episode Listen Later Nov 3, 2025 33:10


    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

    CruxCasts
    West Wits Mining (ASX:WWI) - First Gold Production Achieved as South African Project Goes Live

    CruxCasts

    Play Episode Listen Later Nov 3, 2025 31:15


    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

    The Block Runner
    287. TBR - Tether Mining Bitcoin and NAT | Building NAT Demand Loops | NEO Is Coming

    The Block Runner

    Play Episode Listen Later Nov 2, 2025 52:47


    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

    Thinking Crypto Interviews & News
    US Treasury Secretary Bullish Bitcoin Statements! XRP ETFs Get Updated!

    Thinking Crypto Interviews & News

    Play Episode Listen Later Nov 1, 2025 14:49 Transcription Available


    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/ 

    Late Confirmation by CoinDesk
    THE MINING POD: CoreWeave-Core Scientific Deal Fails, CleanSpark Eyes 285 MW AI Site, TeraWulf's $9.5B Fluidstack Deal

    Late Confirmation by CoinDesk

    Play Episode Listen Later Oct 31, 2025 43:25


    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?

    Guerrilla History
    Mining the Congo w/ Josaphat Musamba, Germain Ngoie Tshibambe, & Ben Radley (AR&D Ep.10)

    Guerrilla History

    Play Episode Listen Later Oct 31, 2025 153:10


    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 

    Farming Without the Bank Podcast
    Ep. 326 - Bitcoin vs. Infinite Banking: Why I Still Choose Gold & Silver

    Farming Without the Bank Podcast

    Play Episode Listen Later Oct 31, 2025 22:29


    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.

    Stocks To Watch
    Episode 716: Copper Fox Metals (CUU) | Environmental & Metallurgical Progress at Schaft Creek

    Stocks To Watch

    Play Episode Listen Later Oct 31, 2025 14:01


    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

    Mining Stock Education
    “Junior Mining Bull Market Psychology is VERY Predictable” says Dr. Nicole Adshead-Bell

    Mining Stock Education

    Play Episode Listen Later Oct 31, 2025 48:24


    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/

    Mining Stock Daily
    The Stibnite Shockwave: Is the JP Morgan Investment a Turning Point for U.S. Mining?

    Mining Stock Daily

    Play Episode Listen Later Oct 31, 2025 50:50


    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

    Thoughts on the Market
    M&A Poised to Gain Momentum

    Thoughts on the Market

    Play Episode Listen Later Oct 29, 2025 4:20


    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.

    Late Confirmation by CoinDesk
    BITCOIN SEASON 2: Bitcoin's Newest Soft Fork Is Insane

    Late Confirmation by CoinDesk

    Play Episode Listen Later Oct 29, 2025 33:48


    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? -