Podcasts about Mining

  The commodity bull market is alive across multiple fronts – from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons...

CoreWeave is in talks to buy Core Scientific, and Bitcoin's hashrate is taking a hit in the summer heat.FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Luxor CEO Nick Hansen joins Colin to talk about CoreWeave's bombshell proposal to acquire Core Scientific, Riot selling off part of its stake in Bitfarms at a 59% haircut, a new Texas law forcing data center curtailment during grid emergencies, and why Bitcoin's hash rate drop wasn't caused by US strikes on Iran (spoiler: it was just really hot outside).Subscribe to our newsletter! **Notes:**• CoreWeave-Core Scientific deal: $4-6B+ estimated• Riot sells part of its Bitfarms stake• Hash rate dropped from 944 to 808 EH/s• 7% difficulty adjustment coming (potentially largest since Dec 2022)• Texas projects 138GW load by 2030 vs 87GW today• Hashprice currently around $54-56/dayTimestamps:00:00 Start02:26 Difficulty Report by Luxor06:20 CoreWeave to buy Core Scientific16:41 Riot sells Bitfarms Shares22:44 US hashrate peak?25:37 Texas curtailment bill32:25 Cry Corner: Iran Strikes37:02 Zetahash inbound?

Clara Shikhelman Head of Research at ChaincodeLabs and Anthony Milton join me to explain the quantum threat to Bitcoin and possible mitigations:Timestamps:(00:00) Intro(02:46) Understanding Quantum Computing and Bitcoin Security(05:42) The Impact on Bitcoin Private keys(08:34) Mining and Quantum Computing(10:50) How many coins are vulnerable? (14:00) Bitcoin script types(19:37) Sponsors(21:25) Immediate call to action - stop address re use(25:20) What do we do if a QC appears? Burn vs Steal(34:00) Short Range vs Long Range Quantum attacks(37:04) Sponsors(41:25) Mitigating Quantum Threats: CDR and QRAMP Schemes(47:09) Selecting Quantum Resistant Algorithms(53:18) The Dual Track Approach to Quantum Security(57:38) Summary and closing thoughtsLinks: Report: https://chaincode.com/bitcoin-post-quantum.pdf Site: https://pq-bitcoin.org/https://x.com/ozdeadmanhttps://x.com/ClaraShikSponsors:Bold BitcoinCoinKite.com (code LIVERA)Lana by GaloyStephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

Jared Dillian of The Daily Dirtnap discusses his latest book, 'Rule 62: Meditations on Success and Spirituality,' reflecting on his personal journey towards mental health and the importance of vulnerability. The discussion transitions into market insights, including current trends in equities, commodities, and emerging markets, as well as the impact of geopolitical events on market behavior. Dillian also shares his thoughts on the precious metals market, particularly gold and platinum, and concludes with a glimpse into his future projects.The second conversation delves into the recent confusion surrounding Mexico's mining concessions, particularly in light of statements made by President Claudia Sheinbaum. Doug Ramshaw provides clarity on the nuances of mining permits and concessions. The discussion also touches on the importance of environmental regulations and local support for mining projects, as well as the market's reaction to these developments.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠revival-dash-gold.com⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠equinoxgold.com⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Time for another European flavoured Hackaday Podcast this week, as Elliot Williams is joined by Jenny List, two writers sweltering in the humidity of a Central European summer. Both of our fans and air conditioners made enough noise to be picked up on the microphone when they were turned on, so we're suffering for your entertainment. The big Hackaday news stories of the week are twofold, firstly a cat-themed set of winners for the 2025 Pet Hacks contest, and then the announcement of a fresh competition: the 2025 Hackaday One Hertz Challenge. Get your once-a-second projects ready! This week gave us a nice pile of interesting hacks, including some next-level work growing and machining the crystal for a home-made Pockels cell light valve, an pcoming technique for glass 3D prints, and enough vulnerabilities to make any Nissan Leaf owner nervous. We note that mechanical 7-segment displays are an arena showing excellent hacks, and we're here for it. Meanwhile among the quick hacks a filament made of PLA with a PETG core caught Elliot's eye, while Jenny was impressed with a beautifully-made paper tape punch. Finally in the can't miss section, The latest in Dan Maloney's Mining and Refining series looks at drilling and blasting. Such an explosive piece should come last, but wait! There's more! Al Williams gives us a potted history of satellite phones, and explains why you don't carry an Iridium in your pocket.  

Recording date: 25th June 2025Compass, episode 20Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company.The investment brings unprecedented financial firepower to the mining space. Tether generates over $5 billion annually in cash flow from its $100+ billion in deposits, which are invested in U.S. treasuries yielding 4-5%. To contextualize this scale, Tether's annual revenue is five times larger than Franco Nevada's $1 billion revenue, positioning it as a potentially transformative force in mining sector capital allocation.This move aligns with Tether's hard asset philosophy and anti-fiat currency stance. The company already operates a gold-backed stablecoin and holds approximately seven tons of physical gold, making mining royalties a logical expansion area. Importantly, Tether retained Elemental's existing management team, including CEO Frederick Bell and CFO David Baker, signaling a disciplined approach focused on fundamental value creation rather than aggressive growth at any cost.The market response has been positive, with Elemental's stock price rising from $1.55 to $1.80 following the announcement. Industry observers believe this could trigger broader rerating of mid-tier royalty companies as cryptocurrency-derived capital enters the sector. The transaction represents potential crossover between cryptocurrency and precious metals investors, both sharing anti-fiat currency philosophies.For the mining industry, this development addresses persistent capital constraints and introduces substantial new liquidity. The investment likely represents the beginning of Tether's mining sector involvement, with potential for additional investments across the value chain as the company seeks hard asset exposure for its massive cash flows.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086Recording date: 25th June 2025Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditions and regulatory advantages. The company's strategic decision to prioritize Mercur over its larger Beartrack Arnett asset in Idaho centers on the Utah project's location on private land, which enables a faster two-year permitting timeline compared to federal land requirements.The Mercur project targets 100,000 ounces of annual gold production through open-pit heap leach operations, with construction planned for early 2028. CEO Hugh Agro emphasized the project's advantages, noting existing infrastructure proximity to a 40,000-person town eliminates the need for worker camps while providing immediate road access and office facilities.Revival Gold has launched an aggressive 13,000-meter drilling program to convert 40% of Mercur's inferred resources to measured and indicated categories while exploring expansion opportunities. The deposit represents a historically significant Carlin-type system, the first identified in the United States, with artisanal mining previously producing one million ounces at seven grams per ton.The company's valuation proposition appears compelling, trading at 0.15 times price-to-net asset value with Mercur alone carrying $750 million NAV at $3,000 gold. This represents substantial upside potential, with historical precedent suggesting developer valuations can reach 60-80 cents per dollar of underlying NAV once in production.Revival Gold's broader strategy encompasses a 6 million ounce resource base across both Utah and Idaho projects, offering organic growth without external acquisitions. The management team brings extensive mining experience from major companies including Hecla and Eldorado, with a demonstrated track record of delivering projects on time and budget.The favorable gold price environment, driven by central bank diversification away from US dollar reserves, provides additional support for the company's development timeline and project economics as it advances toward production.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com

On this episode of "The Federalist Radio Hour," Sean Fieler, president of Equinox Partners, joins Federalist Senior Elections Correspondent Matt Kittle to dissect the importance of the Resolution Copper Project in Arizona and explain how the Trump administration can use it to advance domestic mining while still protecting religious liberty.Read Fieler's article "How Trump Can Resolve A Legal Battle Between Mining Rights And Religious Liberty" here.If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.

On this episode of “The Federalist Radio Hour,” Sean Fieler, president of Equinox Partners, joins Federalist Senior Elections Correspondent Matt Kittle to dissect the importance of the Resolution Copper Project in Arizona and explain how the Trump administration can use it to advance domestic mining while still protecting religious liberty. Read Fieler's article “How Trump […]

Crypto News: The US Government Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. Robinhood CEO Vlad Tenev says crypto will replace traditional finance.Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

Interview with Christopher Taylor, Chairman, and Claudia Tornquist, President & CEO ,of Kodiak Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/kodiak-copper-tsxvkdk-bc-porphyry-explorer-advances-from-discovery-to-resource-stage-in-2025-6573Recording date: 25th June 2025Kodiak Copper Corp (TSXV: KDK) has announced a significant milestone with its maiden mineral resource estimate for the MPD copper-gold project in British Columbia, marking the culmination of six years of systematic exploration. The resource encompasses four of seven identified mineralized zones, revealing 300 million tons of mineralization grading 0.42% copper equivalent for indicated resources and 0.33% for inferred resources.The scale of the discovery positions MPD among British Columbia's significant copper deposits. Founder and Chairman Christopher Taylor noted that using equivalent cutoff grades to nearby mines, the project contains "between 2 and 3 billion pounds of copper equivalent roughly, and that's worth more than $10 billion in the ground in resource." This substantial resource base provides the foundation for what could become a major mining operation in the region.Despite the impressive resource scale, Kodiak trades at approximately $50 million market capitalization, presenting what management views as a significant valuation disconnect. President and CEO Claudia Tornquist highlighted this opportunity, noting that comparable British Columbia copper companies with established resources "trade at 150 million, 200 million or more."The timing appears strategically advantageous given the global copper supply shortage. Tornquist emphasized that "the pipeline of projects, of exploration projects, development projects in the copper sector are at an all-time low," while demand accelerates from AI infrastructure and renewable energy transitions.Looking ahead, Kodiak expects to complete its full seven-zone resource estimate by year-end, with the remaining southern zones containing significant near-surface, high-grade mineralization. The company has secured funding for 5,500 meters of additional drilling, with results expected through autumn.Given the project's scale and characteristics, management anticipates eventual acquisition by a major mining company, as porphyry projects of this magnitude typically require major company involvement for development. The maiden resource provides the concrete numbers necessary for institutional evaluation and potential merger and acquisition discussions.View Kodiak Copper's company profile: https://www.cruxinvestor.com/companies/kodiak-copper-corpSign up for Crux Investor: https://cruxinvestor.com

L'identikit di chi frequenta le conferenze bitcoin sta cambiando. Gli attivisti cypherpunk degli esordi sembrano essere spariti mentre un esercito di burocrati con cravatta e mocassini ha preso il loro posto. C'è un nuovo termine che li definisce: suitcoiners. E non è una buona notizia.Inoltre: novità per whirlpool e per gli swap, l'hashrate del mining di bitcoin scende di oltre il 10%, e scopramo insieme che cosa sono i gag orders.It's showtime!

British Columbia's mining and forestry sectors supply the raw materials needed to support a net zero economy. But when it comes to powering the fleets that carry these resources from pit to port or forest to mill, diesel still dominates––and electrifying them is anything but simple. In this episode of Cleantech Forward, host Jeanette Jackson talks to the people doing the heavy lifting when it comes to decarbonizing transportation in BC's foundational industries. Flyn McCarthy, mining industry advisor to Foresight's BC Net Zero Innovation Network, shares how he's helping mining companies go back to the industry's electric roots. And Eric Little shares the inspiring story of how Edison Motors is reviving BC's reputation for building cool trucks… but this time, they're electric. Relevant ReportsBC Cleantech Export Report: MiningCanada's Ventures to Value Chains: Mining TechnologyFurther Readinghttps://foresightcac.com/mining-clusterhttps://edisonmotors.ca/About the GuestsFlyn McCarthyFlyn McCarthy is a tireless champion of industrial decarbonization and has worked for the past 20 years on all aspects of industrial energy optimization and low carbon solutions. Current roles include Principal Energy and Carbon group at SysEne, Industry Advisor BC Net Zero Innovation Network and past roles include Corporate Energy & Carbon Manager Newmont/Goldcorp, Leader of the Canadian Mining Innovation Council - Energy Group, and technical advisor to hundreds of industrial operations globally. Flyn is motivated by the vast potential for carbon reduction in industry and sees the energy transition as a great opportunity to make a step change in industrial decarbonization.Eric Little Eric Little is the Chief Executive Officer of Edison Motors––a Canadian clean technology company that built Canada's first production electric hybrid truck. Eric has overseen the development of Edison's hybrid drivetrain, leads the company's design and business strategy, and manages partnerships and fundraising. His technical and managerial leadership keeps the company on track to meet its innovation and production goals.About Foresight Canada​​Foresight Canada helps the world do more with less, sustainably. As Canada's largest cleantech innovation and adoption accelerator, we connect public and private sectors to the world's best clean technologies, de-risking and simplifying the adoption of innovative solutions that improve productivity, profitability, and economic competitiveness, all while addressing today's most urgent climate challenges. We don't just accelerate innovation. We are innovation. From humble roots in Vancouver, Canada, Foresight has rapidly scaled into a national, globally connected non-profit, driving the adoption of sustainable innovation in major industries worldwide, working with 200+ industry partners and actively engaging with 145+ federal, provincial, and municipal governments, and Indigenous rights holders.Since 2013, Foresight has supported 1580+ ventures, 150+ industry partners, and 300+ investor firms to deploy $2.31B in capital, achieve $570M in revenues, and create 9,430+ high-paying jobs. Our domestic and international engagement includes working in collaboration with 2,000+ rights holders and partners. In the world we're building, sustainability isn't a buzzword. It's a fundamental driver of economic growth and prosperity, for people and planet. Find out how we're redefining acceleration at foresightcac.com, and join the conversation on LinkedIn.CreditsHost: Jeanette JacksonNarrator: Tamara StannersGuests: Flyn McCarthy, Eric LittleExecutive Producer: Jennifer SmithSound Engineer: Jordan WongShowrunner / Writer: Jessica GrajczykEditors: Kylie Williams & Stacey Armstrong#podcast

New Plymouth High School celebrates new ag building

Martin Turenne of FPX Nickel provides a corporate update on the company. He speaks about the work on the ground at the flagship Baptiste Project in BC this year, their ongoing partnership with JOGMEC, and some insights into other partnerships with First Nations, Provincial Support and Federal Sentiment towards the sector.

There are new drill results from Collective Mining, Awale Resources and Banyan Gold today. Kenorland has done another deal with Centerra. Arizona Sonoran Copper buys down a portion of the NSR from Cactus. This episode of Mining Stock Daily is brought to you by... Revival Gold is a pure gold, mine developer operating in the western 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

The Lola, a women-led co-working space in Atlanta, may be forced to shut down. Dana Xavier Dojnik, CEO of The Lola, and Sagdrina Brown Jalal, the CEO of Atlanta Leadership Consultant and founder of the Legacy Leadership Program, talk with Rose about how federal funding cuts are impacting for-profit businesses that support nonprofit organizations. They also discuss an emergency effort to keep The Lola doors open. Plus, WABE’s environmental reporter Marisa Mecke discusses her latest report about a controversial mining project near South Georgia's Okefenokee Swamp.See omnystudio.com/listener for privacy information.

Off the back of a session yesterday where the market saw gains and neared a record high the session today has been more reserved and remained mostly flat, ultimately floated by the banks. Mining and energy have seen drops today with commodity prices falling heavily, and Steve reflects on how international markets have performed. Virgin Australia shares continued to surge today continuing the gains of yesterday, and DroneShield was another standout performer. Xero is in a trading halt, Steve discusses inflation numbers with rate cuts looking more likely, and he looks to the day ahead. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

New Episode of the Exploring Mining Podcast. Host Cali Van Zant is joined by Apollo Silver's Chairman Andy Bowering, and CEO Ross McElroy in an round-table featuring mining investment guru Chris Temple, editor of The National Investor! Dive into the sizzling silver market outlook, with silver surging 25% in six months, outpacing gold, and poised for growth amid supply shortages, a weakening US dollar. Get the latest on Apollo Silver's Calico project in California, now tripled in size, targeting silver, gold, and critical mineral barite, plus the Cinco de Mayo project in Mexico with 50 million ounces of silver and new discovery potential at Pagasso. Learn how Apollo's expert management aligns with shareholders, drives shareholder value, and rebuilds trust through community-focused social license strategies. Don't miss this deep dive into precious metals, mining exploration, and more!About Apollo Silver (TSX.V: APGO) (OTCQB: APGOF) Apollo Silver has assembled an experienced and technically strong leadership team who have joined to advance quality precious metals projects in sought after jurisdictions. The Company is focused on advancing its portfolio of two prospective silver exploration and resource development projects, the Calico Project, in San Bernardino County, California and the Cinco de Mayo Project, in Chihuahua, Mexico. Please visit www.apollosilver.com for further information. Corporate Presentation: https://apollosilver.com/wp-content/uploads/2025/06/APGO-Investor-Presentation-2025-06-13.pdf About Chris Temple For an incredible 45 years now, Chris has distinguished himself as one of the most provocative and accurate market pundits among his peers, and an especially prescient advisor who has called pretty much every significant market turn of the last four decades. This ability, he is quick to point out, is not “rocket science” but instead, a unique understanding of the nature of our monetary and economic system.Reading or listening to Chris in all manner of venues, conferences and interviews reveals why The National Investor's motto is “You can get information anywhere, but here you get knowledge.” Chris excels and takes pride in imparting that knowledge: an unrivaled, understandable and useful take on the “Big Picture” of the markets—stocks, metals, interest rates, commodities and MORE—and a talent for guiding his Members to winning stories. His vocation also includes guiding investors, other financial professionals and his fellow consumers/citizens to a broader understanding of our evolving world. Few have been out in front as has Chris of the epochal changes unfolding in our world that everyone else is seeing in their news headlines on a daily basis now https://www.nationalinvestor.com/ X: https://x.com/NatInvestorAbout Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Disclaimer/Disclosure: This podcast and article featuring Apollo Silver Corp is paid for content as part of a monthly featured mining stock service (payment disclosure). Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This is not investment opinion. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining#ApolloSilver #silverminingstocks #ChrisTemple #shareholder #preciousmetals #gold, #barite #federalreserve #Mexicomining, community #investment #silver

Nel 2025, l'amministrazione Trump avvia un sistema di sorveglianza nazionale basato sull'intelligenza artificiale. Obiettivo dichiarato: sicurezza, prevenzione del terrorismo, protezione della democrazia. Ma dietro lo slogan, emergono inquietanti implicazioni su privacy, libertà civili e controllo sociale.Tutti i miei link: https://linktr.ee/br1brownHow AI is aiding Trump's immigration crackdown | Context by TRFDigital authoritarianism increasing as AI-enhanced surveillance reshapes federal policies under Trump | Biometric UpdateTrump's Efforts to Dismantle AI Protections, Explained | American Civil Liberties UnionEstablishing And Implementing The President's "Department Of Government Efficiency" – The White HouseElon Musk departs government efficiency office as DOGE becomes 'way of life' | Fox NewsWhat's next for DOGE after Elon Musk says he is leaving? : NPRTrump's Social Media Surveillance: Social Scoring by Another Name | TechPolicy.PressTELEGRAM - INSTAGRAM Se ti va supportami https://it.tipeee.com/br1brown

Vinanz Ltd (LSE:BTC, OTCQB:VINZF) CEO Hewie Rattray talked with Proactive's Stephen Gunnion about the company's latest bitcoin acquisition and strategic outlook. The company has added 37.72 bitcoin to its corporate treasury, following an oversubscribed WRAP offer. Rattray explained that Vinanz remains focused on raising capital to directly purchase bitcoin, describing this as the most efficient method of growing its digital assets. “We just want to stack bitcoin in the most efficient way possible. And right now that's just buying on the market,” Rattray stated. While the company continues to maintain and incrementally expand its mining operations, direct purchases remain the core strategy over the next 6 to 12 months. Discussing the recent onboarding of Fidelity Digital Assets, Rattray emphasised the importance of institutional-grade custody. He noted that, although self-custody is often promoted within the bitcoin ecosystem, listed companies have a responsibility to shareholders to ensure asset security. “You can't guarantee safety with self-custody,” he said. With nearly 59 bitcoin now held in its treasury, Vinanz is positioning itself for long-term growth, anticipating a significant upward move in bitcoin's value. For more insightful updates and in-depth interviews, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to our channel, and turn on notifications to stay updated. #BitcoinStrategy #Bitcoin #Vinanz #Crypto #CryptoInvesting #DigitalAssets #BTCMining #FidelityCustody #BitcoinTreasury #InstitutionalCrypto #ProactiveInvestors

Crypto News: Bitcoin reverses and price moves over $105,000 again, is the bottom in? Anthony Pompliano is doing a $1 billion BitcoinTreasury Company SPAC. The Federal reserve is easing crypto banking restrictions. Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/

Snowline Gold shared results of their Preliminary Economic Assessment last night after market close. New drill results from Heliostar Metals, Alamos Gold, Founders Gold and more. District Metals has concluded its MT Survey at Viken. Vizsla Copper has commenced drilling at Poplar. This episode of Mining Stock Daily is brought to you by... Revival Gold is a pure gold, mine developer operating in the western 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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

This week, I got to talk with Rob Hart about the second book in his Assassins Anonymous Series The Medusa Protocol. We dive into the inspiration for the title, how he crafts action without letting his main characters kill anyone, and plans for the third book in the series.The Medusa Protocol SynopsisWhen Astrid, known in her assassin days as Azrael, stopped showing up to Assassins Anonymous, the group assumed her past had caught up with her. Only her sponsor Mark, formerly the deadliest killer in the world, holds out hope that she's okay. Then, during a meeting, the group gets a sign, or rather, a pizza delivery. Is there another psychopath out there who actually likes olives on their pizza, or is Astrid trying to send Mark a message?Meanwhile, Astrid wakes up in the cell of a black site prison, on a remote island. A doctor subjects her to mysterious experiments, plumbing the depths of her memory and looking for a vital clue from her past. She'll do anything to escape, except…killing anyone. Hmm. Turns out it's not easy to blow this joint without blowing anything, or anyone up. Check Out My Stories Are My Religion SubstackCheck Out Author Social Media PackagesCheck out the Bookwild Community on PatreonCheck out the Imposter Hour Podcast with Liz and GregFollow @imbookwild on InstagramOther Co-hosts On Instagram:Gare Billings @gareindeedreadsSteph Lauer @books.in.badgerlandHalley Sutton @halleysutton25Brian Watson @readingwithbrian

Interview with Barry O'Shea, CEO, Highland CopperRecording date: 18th June, 2025Highland Copper Company emerges as one of the most compelling investment opportunities in the U.S. critical minerals sector, operating a fully permitted copper development project positioned to address America's growing strategic mineral shortage. Led by CEO Barry O'Shea, who brings 15 years of mining finance expertise including successful value creation at Fiore Gold, the company's Copperwood project in Michigan's Upper Peninsula represents a rare construction-ready copper mine in domestic U.S. markets.The project's economics demonstrate exceptional leverage to copper prices. At $4 per pound copper, Copperwood delivers $170 million NPV with 18% IRR, but at $5 copper, NPV jumps dramatically to $510 million—a 300% increase from just 25% higher copper prices. This sensitivity positions Highland Copper to benefit significantly from ongoing copper market tightness and the metal's critical role in electrification and defense applications.Highland Copper's competitive advantage extends beyond economics to its regulatory position. Unlike competitors facing years of permitting uncertainty, Copperwood holds all seven required Michigan state permits and operates on private land, eliminating federal NEPA process delays. This fully permitted status, combined with 22 formal government resolutions of support and a proposed $50 million state grant, creates unprecedented government backing for a private mining venture.The company's capital structure reflects institutional confidence, anchored by Orion Mine Finance's 28% equity stake, which provides both patient capital and a clear path to construction financing. With targeting a construction decision by first half 2026 and an 11-year initial mine life producing 30,000 tons of copper annually, Highland Copper addresses the urgent need for domestic copper production.As O'Shea emphasizes, "What the US needs now is projects that can be built and not ones that are sitting at first drill hole." This construction-ready status positions Highland Copper as a strategic play on America's industrial renaissance and energy security objectives, making it a standout opportunity in the critical minerals space.Learn more: https://www.cruxinvestor.com/companies/highland-copperSign up for Crux Investor: https://cruxinvestor.com

Interview with Darren Bowden, CEO, Metals ExplorationOur previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-gold-producer-targets-500m-annual-cash-flow-by-2028-6846Recording date: 18th June, 2025Metals Exploration is executing a strategic transformation from a single-asset gold producer to a diversified mining company operating across the Philippines and Nicaragua. The company's Runruno mine in the Philippines currently generates $96 million in annual free cash flow while producing 70,000-80,000 ounces of gold, providing the financial foundation for aggressive expansion plans.The centerpiece of this growth strategy is the January 2025 acquisition of Condor Gold in Nicaragua, where Metals Exploration is rapidly constructing a new gold mine targeting 140,000 ounces annually by Q4 2026. Unlike previous development attempts constrained by external financing requirements, the company is using internal cash flows to optimize mine design, targeting 1.4 million tons annually compared to Condor's original 880,000-ton plan.CEO Darren Bowden brings 17 years of South American mining experience, positioning the company to navigate challenging jurisdictions where political risk perception creates entry barriers for competitors. The team has quickly established credibility in Nicaragua, securing contracts with the country's four largest companies and demonstrating operational progress that previous management failed to achieve over 12 years.In the Philippines, Metals Exploration is advancing multiple opportunities to extend operations beyond Runruno's 2026 closure. The most immediate prospect involves a VMS deposit 20 kilometers away containing zinc, copper, and gold mineralization. The company plans to repurpose existing plant infrastructure with a $20 million investment, targeting $1 billion in annual revenue by 2028.The investment thesis centers on exceptional cash flow generation, production growth from 70,000 to 140,000+ ounces annually, and significant cost advantages in both jurisdictions. Operating debt-free with drilling costs approximately 75% below US levels, Metals Exploration maintains financial flexibility while advancing multiple development pathways.With gold prices above $3,500 providing substantial margins and the company's self-funded approach eliminating dilution risk, Metals Exploration represents a compelling growth story in underexplored, politically complex markets where operational expertise creates competitive advantages.Learn more: https://www.cruxinvestor.com/companies/metals-exploration-plcSign up for Crux Investor: https://cruxinvestor.com

The bulk of district councillors in New Plymouth have voted to draw a line in the sand and oppose seabed mining in the South Taranaki Bight. Amanda Clinton-Gohdes is the councillor who tabled the motion, and she spoke to Corin Dann.

After hours of debate the New Plymouth District Councillors voted overwhelmingly to join the Whanganui and South Taranaki district councils in their opposition. New Plymouth District Councillor who voted against that motion to oppose seabed mining, Murray Chong, spoke to Alexa Cook.

This week, we're stanning dinosaurs....in a mining facility. Donate to TRANS LIFELINE! Join our PATREON! Join Katey's PATREON! Follow us on INSTAGRAM!

Recording date: 18th June, 2025 The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation.According to investment firm Olive Resource Capital, both platinum and palladium have operated in substantial deficits exceeding 500,000 ounces annually since 2022-2023, representing approximately 5% of their respective markets. The global palladium market totals roughly 9 million ounces annually, while platinum demand reaches about 7 million ounces, making these concentrated markets particularly sensitive to supply-demand shifts.The current catalyst appears to be genuine physical demand from China, where investors are substituting PGMs for gold purchases, creating actual warehouse drawdowns rather than paper trading. This physical buying is removing metal from available supply, creating tangible market tightness. The substitution effect extends beyond investment to jewelry markets, where platinum's discount to gold attracts price-conscious consumers.Supply-side pressures are intensifying structural constraints. South Africa, which produces 56% of global platinum, faces ongoing mine rationalization as deep, labor-intensive operations struggle with profitability at recent price levels. Meanwhile, Russia, contributing 26% of palladium supply, has been liquidating inventory to fund military operations, creating near-term oversupply but longer-term supply concerns.Industrial demand remains robust despite electric vehicle growth. Hybrid vehicles actually require more PGM content than traditional engines due to thermal management needs, while broader industrial applications for emissions reduction continue expanding.The combination of persistent deficits, Chinese physical demand, South African supply rationalization, and stable industrial consumption has created conditions for sustained price appreciation. With only 18 months of above-ground platinum inventory and mine development timelines extending 7-10 years, supply response capabilities appear limited, potentially supporting a multi-year bull market in PGMs.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Tim Moody, President & CEO of Pan Global Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/pan-global-resources-tsxvpgz-advancing-towards-maiden-copper-resource-7130Recording date: 20th June 2025Pan Global Resources (TSXV:PGZ) has delivered impressive operational and market performance in 2025, with CEO Tim Moody reporting a 50% share price increase driven by significant exploration breakthroughs at the company's Spanish copper-gold projects. The Vancouver-based mining company has strategically positioned itself in Spain's prolific Iberian Pyrite Belt, where recent drilling results are reshaping investor perceptions of the portfolio's potential.The company's most notable achievement centers on the Cármenes project in northern Spain, where initial drilling at the Providencia target has uncovered previously unknown gold mineralization extending well beyond historical mining operations. The discovery includes impressive intersections of 46 meters at 1.1 grams per tonne gold, alongside high-grade copper-cobalt-nickel zones approaching 3% copper equivalent over 4-meter intervals."All three holes have hit gold, which wasn't known before, wasn't extracted before, but over quite wide intervals," Moody explained, emphasizing the unexpected nature of the discovery. The geological system appears to be extensive, with one intersection spanning 110 meters of consistent gold mineralization, indicating significant scale potential for future resource development.Pan Global has dramatically expanded its exploration opportunity through helicopter-borne geophysical surveys, identifying 20-30 additional targets across a 3-4 kilometer area around the initial discovery. This systematic approach has multiplied the company's prospects at minimal incremental cost, creating a robust pipeline for continued exploration.Meanwhile, the flagship Escacena copper project continues advancing toward a maiden resource estimate in the second half of next year. The project offers superior metallurgical characteristics compared to regional peers, with higher recoveries and concentrate grades translating to enhanced per-unit value.The company's strategic positioning has been further validated by the recent mining permit approval for neighboring Grupo Mexico's project, reinforcing Spain's supportive regulatory environment. With multiple near-term catalysts including drilling results expected within 6-8 weeks, Pan Global appears well-positioned to capitalize on favorable copper market fundamentals and European Union strategic mineral initiatives.View Pan Global Resources' company profile: https://www.cruxinvestor.com/companies/pan-global-resourcesSign up for Crux Investor: https://cruxinvestor.com

Send us a textAre you constantly searching for new growth opportunities while overlooking gold mines within your existing business? In this eye-opening conversation with industry veteran Ron Wilson, we explore how equipment dealerships and service-oriented businesses can substantially increase revenue by looking inward rather than outward.Ron draws from his 37 years of dealership experience to reveal several overlooked strategies that can boost your bottom line without acquiring new customers. We discuss creating specialist service technicians who command premium rates - easily 10-15% higher than standard labor rates - because customers recognize and value their expertise. This specialized approach not only increases revenue but positions your business as the go-to authority in specific service areas.The discussion takes a fascinating turn when we compare labor rates across industries. Why are RV repair shops confidently charging $177 per hour while equipment dealers hesitate at $125? We challenge the outdated pricing models still used by many businesses and explore how "block labor" assignments - dedicating technicians to specific customers for a monthly fee - can create both predictable client relationships and improved administrative efficiency.Perhaps most valuable is our deep dive into using data analytics to identify exactly where you're leaving money on the table. By examining which services current customers aren't buying from you, analyzing sublet work that could be brought in-house, and implementing strategic pricing models, businesses can easily increase revenue by 10-20% within their existing customer base.Whether you run a dealership, service business, or any customer-facing operation, this conversation will transform how you think about business growth. Stop searching for what's over the wall when untapped opportunities are sitting right in front of you. Listen now to discover how to grow your business from within. 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.

Today's show:AI has been feasting on the open web—but is the free lunch over? In this explosive episode, @Jason and @alex call out OpenAI and others for “strip mining” the internet's content without paying creators. As lawsuits pile up and new defenses like AI-robots.txt emerge, a reckoning looms. Will AI be forced to pay for its training data? Dive into the legal, ethical, and business implications—including Substack's stance, Cloudflare's firewall, and Perplexity's lawsuits—in what may be a turning point for the future of the web.Timestamps:(0:00) Concerns about AI data sourcing and sustainability(1:43) Recent travels and airline industry insights(5:28) Meta's AI strategy and market competition(10:20) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(11:50) Meta's financial moves and AI focus(17:08) Midjourney's advancements in video AI(20:30) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(21:33) Twist 500 companies and Cloudflare's anti-AI scraping tool(27:09) AI scraping: creator impact and regulation debate(30:18) Retool - Visit https://www.retool.com/twist and try it out today.(31:23) BBC lawsuit and Perplexity's AI challenges(35:44) Office hours with Giram Taitana of Doctours(42:55) Medical tourism: Psilocybin, IVF, and consumer trust(49:33) Design's role in trust and safety for medical platforms(55:57) Doctours' fundraising and insurance strategies(1:00:08) SEO and domain name tips for startups(1:02:50) Tesla's robo taxi launch and implications(1:08:13) Andy Jassy on AI's impact on employment(1:10:09) Discussing global job displacement and China's youth unemployment(1:14:53) The gig economy in the age of advanced AISubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:20) LinkedIn Jobs - Post your first job for free at https://www.linkedin.com/twist(20:30) Northwest Registered Agent. Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit northwestregisteredagent.com/twist today!(30:18) Retool - Visit https://www.retool.com/twist and try it out today.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

  On this Weekend's Show Rick Bensignor breaks down the Fed's gridlock, bond market uncertainty, and why industrials are quietly outperforming. Then Dan Steffens dives...

Summer is coming, and that means mining curtailment in Texas. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Haley Thomson from Luxor Technology joins Will and Colin to discuss how Texas bitcoin miners are adapting to 4CP, peak load occurrences in the ERCOT system. On the news front, the trio covers US-listed public miners reaching a record 31.6% of Bitcoin's hashrate, Antalpha's stellar Q1, and growing concerns about whether or not the growing corporate treasury strategy trend is becoming a bubble.Subscribe to our newsletter! **Notes:**• US miners hit 31.6% network hash rate record• Antalpha's loan book grew to $1.77B in Q1• Texas miners represent 15-20% global hash rate• Hash prices just above $50 per petahash/day• 3.5% of Texas peak load is flexible miningTimestamps:00:00 Start02:05 Difficulty Report by Luxor06:09 Antalpha lending book & Tether11:47 Fractal Bitcoin12:24 ERCOT electricity market26:07 JP Morgan report35:39 Corporate crypto treasury bubble44:08 Cry Corner: Semler Scientific Warning Sign

In this episode of the Mining Minds Podcast, we sit down with Trampus Cook, Regional Director for RAM Enterprise Inc., whose journey through the mining world is as rich and layered as the ore bodies he's helped uncover. A fourth-generation miner and cowboy at heart, Trampus takes us through his early days jacklegging in narrow veins of California gold mines, running heavy equipment under Lake Erie, and eventually stepping into leadership with RAM. From growing up between the ropes of cowboy life and the rails of underground shafts, to being a single father raising four young kids while chasing production, Trampus shares raw and emotional insights that go far beyond muck and machines. He opens up about defining moments in fatherhood, building trust and culture in the mining community, and how being told “you're not alone” by a five-year-old became a driving force in his life. Whether you're a miner, a parent, or someone navigating life's challenges, Trampus's story is a powerful reminder of the strength found in grit, purpose, and personal growth. Join Mining Minds as we Welcome Trampus Cook to the Face! Episode Sponsors: Liebherr Mining GBC-NORCAT Heavy Metal Equipment & Rentals Chapters: 00:00 Truth or Consequences 35:05 Breaking Out in the Muck 38:25 Safety Culture and Bonus Systems in Mining 01:12:46 The Value of Experience in Mining 01:25:19 Challenges and Rewards of Being a Tramp Miner 01:49:03 Balancing Fatherhood and Work in the Mining Industry 01:52:41 Innovations and Challenges in Underground Mining 02:24:36 Safety Lessons 02:25:23 Leadership and Management Insights

Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think you'll like this one. Please note that Garrett or myself might own any of the stocks mentioned in the podcast. None of this is investment advice. Do your own work. Mining investing is extremely risky. You've been warned. Finally, a big thanks to the following sponsors for making the podcast a reality.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!TegusTegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to ⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠.

Interview with Bo Sears, CEO of Helix ExplorationOur previous interview: https://www.cruxinvestor.com/posts/helix-exploration-lsehex-strategic-producer-targets-us-helium-supply-gap-6513Recording date: 18th June, 2025Helix Exploration presents a compelling investment opportunity as a self-funded helium producer positioned to begin commercial production by end of summer 2025. CEO Bo Sears leads a company with 355 million cubic feet of recoverable helium reserves in Montana's Rudyard Field, demonstrating a perfect drilling success rate with three productive wells from three attempts. The company's processing plant is two-thirds complete with critical membrane units arriving from Europe, positioning Helix to capitalize on helium's unique market characteristics where "there is no substitute for most of helium's applications by virtue of its atomic properties," as Sears explains.Unlike typical resource companies requiring continuous equity raises, Helix maintains a self-funding growth model that eliminates dilution risk while providing operational flexibility. The company projects $4 million gross annual revenue per well at $500 per thousand cubic feet helium pricing, with substantial margins driven by efficient drilling operations and low variable costs primarily related to compression power. This economic model supports organic expansion through cash flow generation rather than dilutive financing, a significant advantage in today's challenging capital markets.The strategic value of North American helium production has increased due to geopolitical tensions affecting major supply sources. With ongoing conflicts near Qatar's North Pars Field, US-based production offers supply security that supports long-term pricing stability. Helium's applications span from MRI machines to semiconductor manufacturing, creating inelastic demand that provides pricing power unavailable in substitutable commodities. As Sears notes, "you can't replace helium with hydrogen for obvious purposes. Think Hindenburg, right? On up the food chain to the MRI machines and the semiconductor manufacturing, there is no other element that can do what Helium does."Helix demonstrates operational excellence through strategic well spacing that allows one well to drain an entire square mile section, minimizing development costs while maximizing recovery. The company's partnerships with established operators Wacoda and Treasure State Drilling provide operational expertise while maintaining cost control. Infrastructure advantages include reliable power access, excellent road networks, and proximity to end markets, with a gathering system design that allows efficient integration of additional wells as production scales.Traditional exploration risks have been substantially reduced through proven reserves, successful drilling results, and an immediate production timeline. Management's 25+ years of industry experience and focus on operational benchmarks differentiate Helix from competitors facing execution challenges. The combination of immediate production timeline, self-funded growth capability, proven reserves, and exposure to a strategic commodity with inelastic demand creates a unique value proposition for investors seeking commodity exposure with limited downside and substantial upside potential in an essential but underappreciated sector.—Learn more: www.cruxinvestor.com/companies/helix-explorationSign up for Crux Investor: https://cruxinvestor.com

Interview with Keith Boyle, CEO of New Found GoldRecording date: 13th June, 2025New Found Gold Corporation has undergone significant leadership changes and adopted a development-focused approach under new management. The company appointed Keith Boyle as CEO in January 2025, following a complete board changeover in December 2024. Boyle brings four decades of mining experience and a track record of developing eight previous projects, describing his team as "mine builders."The company's flagship asset spans 110 kilometers in Newfoundland, containing 1.4 million ounces of indicated gold resources and 600,000 ounces of inferred resources. What sets this deposit apart is its exceptional grade distribution, with 75% of ounces concentrated in just 25% of the tonnage. This characteristic enables selective mining approaches that can prioritize high-grade material early in the mine life, supporting rapid cash flow generation.New Found Gold recently secured $63 million through a bought-deal financing led by major shareholder Eric Sprott, who maintained his 19% stake and committed an additional $20 million. This financial backing provides adequate capital to advance through development studies and supports the company's 80/20 capital allocation strategy - directing 80% toward project advancement and 20% toward high-grade exploration targets.The company benefits from strong government support, with Newfoundland targeting five new mines by 2030, and enjoys robust community backing through quarterly stakeholder meetings. Located just 15 kilometers from Gander, the project has access to skilled labor, with 80,000 people living within an hour's drive, many of whom are experienced mining professionals currently working fly-in/fly-out rotations elsewhere.A preliminary economic assessment due by June 2025 will provide the first comprehensive economic evaluation, examining various development scenarios including toll milling arrangements and optimal mine sequencing. The deposit's surface accessibility and visible high-grade zones reduce geological uncertainty, while multiple vein clusters offer flexibility in development approaches. This combination of proven management, high-grade accessible resources, and supportive operating environment positions New Found Gold to capitalize on favorable gold sector dynamics.Learn more: https://cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com

As part of our PHLY streamathon, the upside down pineapple for the Eagles show landed us with Kyle Neubeck and Devon Givens, who discussed their Eagles fandom, the most intriguing people in the organization this year and much more, including broccoli.

Interview with Mark Selby, CEO, Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/nickel-market-shows-signs-of-strength-after-period-of-volatility-7156Recording date: 17th June, 2025Canada Nickel Company has successfully upsized its brokered private placement from C$8 million to C$11 million, pricing units at $0.85 with half-warrants exercisable at $1.20. CEO Mark Selby attributed the strong institutional investor interest to the strategic value of the company's flagship Crawford Nickel Sulphide Project, despite ongoing market volatility from shorting activity affecting the broader sector.The Crawford project represents a substantial $2.5 billion development opportunity, with financing structured to minimize dilutive equity requirements. The comprehensive funding package includes $1.5 billion in debt financing, with Export Development Canada serving as mandated lead arranger, and $600 million in government tax credits covering 60% of equity requirements. Samsung SDI holds an option to acquire 10% of the project for $100 million US, while multiple government funding mechanisms provide additional support.Beyond Crawford, Canada Nickel continues expanding across the Timmins district, with Mann West delivering over one billion tons of initial resource containing two million tons of nickel. The company plans to publish nine separate resources by year-end, targeting development of what could become the world's largest nickel sulfide district. Selby emphasized the scalability potential: "Being able to take what we build at Crawford and simply cut and paste it four or five times."The company's accelerated development timeline significantly outpaces industry standards, targeting federal permit approval within six years of the fifth drill hole and production by 2027-2028, compared to typical 17-25 year development cycles. This acceleration benefits from favorable infrastructure conditions and supportive local communities.Selby presented a contrarian outlook on Indonesian market dynamics, suggesting the dominant producer will transition from market disruptor to price supporter, acting as "OPEC of nickel" through production controls. Recent ore price strength in Southeast Asia supports this thesis, potentially catalyzing broader sector rerating as supply discipline takes effect across global nickel markets.Learn more: https://cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com

Interview with Gregory Martyr, Executive Chairman of Capital Metals PLCOur previous interview: https://www.cruxinvestor.com/posts/capital-metals-lsecmet-unlocking-value-in-high-grade-sri-lankan-mineral-sands-6384Recording date: 16th June 2025Capital Metals (LSE:CMET) has secured a transformative partnership for its Taprobane mineral sands project in Sri Lanka, marking a significant milestone in the company's path to production. The AIM-listed developer announced a 14% investment from Ambeon Capital, a Sri Lankan investment group that brings crucial local expertise and government connections to the high-grade deposit on the country's east coast.The Taprobane project distinguishes itself through exceptional resource quality, featuring 17% grade mineral sands among the world's highest concentrations. Recent aircore drilling has revealed even greater potential, with visual inspections indicating grades exceeding 60% in some areas at depths previously inaccessible through conventional hand auger methods. Executive Chairman Gregory Martyr emphasized the project's economics, noting mining costs of $20 per ton against revenue of $40 per ton, delivering a compelling 100% markup.The strategic value of the Ambeon partnership extends beyond capital injection. Founded by Australian-educated principals combining local market knowledge with international business experience, Ambeon provides direct access to Sri Lankan regulatory channels through its chairman's position on the Board of Investment. This connection proves critical as Capital Metals navigates government requirements for initial raw concentrate exports followed by mandatory value-added processing within two years.Capital Metals plans to commence operations with a $20.9 million concentrate facility utilizing 48 gravity spirals, targeting 125,000 tons of annual production. The company has structured a comprehensive $20 million funding strategy through a Sri Lankan exchange listing, with Ambeon contributing $10 million in equity and arranging $10 million in corporate debt through its banking relationships.The project benefits from established, low-risk processing technology requiring no blasting or chemicals, while the shallow 1.6-meter average depth minimizes operational complexity. With significant drilling inventory yet to be incorporated into resource calculations, the current 10-year mine life could potentially double, supporting the $155 million base case net present value and positioning Capital Metals advantageously in the mineral sands sector.View Capital Metals' company profile: https://www.cruxinvestor.com/companies/capital-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Colin Healey, CEO, Premier American UraniumOur previous interview: https://www.cruxinvestor.com/posts/premier-american-uranium-tsxvpur-on-uraniums-future-in-powering-the-clean-energy-transition-6793Recording date: 17th June, 2025Premier American Uranium has announced a transformative acquisition of Nuclear Fuels, expected to close in mid-to-late August 2025, that more than doubles the company's Wyoming exploration footprint and positions it as a major pure-play uranium exploration company focused on US assets. The strategic combination creates 20-42 million pounds of combined exploration targets, representing a 150-250% increase in the company's resource potential.The acquisition brings together complementary assets with significant operational synergies. Nuclear Fuels' flagship Kaycee property contains 12-30 million pounds of exploration targets, while Premier's Great Divide Basin Cyclone project holds 8-12 million pounds. Both properties benefit from strategic positioning near existing processing facilities, including proximity to Ur-Energy's Lost Creek project and Energy Fuels' Nichols Ranch, enabling potential toll processing agreements once critical mass of 7-10 million pounds is achieved.A unique aspect of the transaction is the existing enCore Energy buyback option on the Kaycee project. Once Premier delivers a 15 million pound measured and indicated resource, enCore can acquire 51% of the resource for 2.5 times exploration costs, providing attractive downside protection. CEO Colin Healey noted that with an estimated $20 million exploration cost, the reimbursement would be "$50 million for 51% of 15 million pounds - an extremely attractive takeout valuation."The combined entity will exceed $100 million market capitalization, qualifying for major US exchange listing and URA ETF inclusion, significantly enhancing market access and liquidity. With Nuclear Fuels already conducting 100,000 feet of drilling at Kaycee ($3-4 million budget) and Premier planning 20,000 feet at Cyclone ($750,000), the companies maintain a healthy combined cash position supporting multi-year exploration programs.This acquisition comes amid unprecedented bipartisan US government support for domestic uranium production, with federal goals including quadrupling nuclear capacity by 2050 and adding 10 new reactors by 2030, creating a favorable backdrop for US-focused uranium developers.Learn more: https://cruxinvestor.com/companies/premier-american-uraniumSign up for Crux Investor: https://cruxinvestor.com

In this episode of AI Today, hosts Kathleen Walch and Ron Schmelzer dig into the transformative role of artificial intelligence in the mining industry. From underground safety to surface-level sustainability, AI is helping modernize one of the world's oldest and most essential sectors.Learn how AI is being used to:Operate autonomous trucks, drills, and loaders in hazardous environmentsMonitor equipment health and perform predictive maintenance to reduce downtimeOptimize resource extraction and mineral processing in real timeImprove mine planning and resource estimation through advanced data analysisEnhance exploration efforts using geological data and machine learningDetect safety hazards such as gas leaks, rockfalls, and structural risksReduce energy usage and environmental impact with AI-driven sustainability toolsMonitor regulatory compliance and manage tailings dams to prevent disastersWhile mining may be out of sight for most of us, AI is bringing new visibility, precision, and responsibility to the way we extract the world's resources.

The story of the last generation of British miners: fathers and sons, brothers and comrades, big hitters and broken men, strikers and scabs. Mining Men: Britain's Last Kings of the Coalface (Penguin, 2025) by Dr. Emily P. Webber explores how these men felt when the pits were closed and what happened next, including former miners who became factory workers, detectives, driving instructors, counsellors, the local mayor and one who even ended up working on Fleet Street. Featuring accounts from Ayrshire to the South Wales Valleys, from the ‘People's Republic of South Yorkshire', to the ‘Sunshine Corner Coalfields' of Kent, each chapter offers a different perspective of the industry. Britain's last deep coalmine closed in 2015, yet just fifty years ago the mining industry was a juggernaut, employing over 250,000 workers. Combining new personal interviews with extensive archival research, Dr. Webber illuminates the extraordinary history of the industry once considered the backbone of Britain. By situating the miners' strike of 1984–85 in a longer history of the coalfields, we can understand why miners and their families fought so hard against pit closures, and what happened after the pit wheels stopped turning. Vivid, evocative and richly alive with minute detail, Mining Men uncovers what the mining industry once meant to its workers and their communities, and what Britain lost when it was gone. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

The story of the last generation of British miners: fathers and sons, brothers and comrades, big hitters and broken men, strikers and scabs. Mining Men: Britain's Last Kings of the Coalface (Penguin, 2025) by Dr. Emily P. Webber explores how these men felt when the pits were closed and what happened next, including former miners who became factory workers, detectives, driving instructors, counsellors, the local mayor and one who even ended up working on Fleet Street. Featuring accounts from Ayrshire to the South Wales Valleys, from the ‘People's Republic of South Yorkshire', to the ‘Sunshine Corner Coalfields' of Kent, each chapter offers a different perspective of the industry. Britain's last deep coalmine closed in 2015, yet just fifty years ago the mining industry was a juggernaut, employing over 250,000 workers. Combining new personal interviews with extensive archival research, Dr. Webber illuminates the extraordinary history of the industry once considered the backbone of Britain. By situating the miners' strike of 1984–85 in a longer history of the coalfields, we can understand why miners and their families fought so hard against pit closures, and what happened after the pit wheels stopped turning. Vivid, evocative and richly alive with minute detail, Mining Men uncovers what the mining industry once meant to its workers and their communities, and what Britain lost when it was gone. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/history

Interview withAlex Black, Executive Chairman of Rio2 Ltd.Frederick H. Earnest, President & CEO of Vista GoldRecording date: 13th June 2025Two prominent gold development companies are pioneering a new approach to mine development, scaling down their flagship projects to achieve self-funded construction rather than waiting for major mining company buyouts despite gold prices reaching historic highs above $3,200 per ounce.Rio2 Limited and Vista Gold Corp have both restructured their development strategies, prioritizing buildable projects over large-scale operations requiring external financing. Rio2's Fenix Gold project in Chile has been redesigned for initial production of 100,000 ounces annually from a 20,000 tons-per-day operation, while Vista Gold's Mount Todd project in Australia targets 150-200,000 ounces annually from 15,000 tons per day – a significant reduction from previously contemplated 50,000 tons-per-day operations.The strategic shift reflects a fundamental change in market dynamics. Major mining companies are showing minimal interest in acquiring development-stage projects, preferring to purchase producing assets despite having record cash levels. "Gone are the days where you build a story up and tell everybody that you're going to flip the company and sell it to somebody," explained Rio2 CEO Alex Black. "The chances of somebody coming along and buying you out is very slim in this market."Both companies have simplified their technical approaches to reduce capital expenditure. Rio2 eliminated crushing circuits in favor of run-of-mine operations, while Vista Gold reduced ore sorting from two stages to one, accepting marginally lower recovery rates for significantly reduced upfront costs.The companies have incorporated future expansion capabilities into their designs, with Rio2 planning eventual expansion to 80,000 tons per day and Vista maintaining flexibility for larger operations. However, both emphasize proving operational capability first before pursuing growth capital.This self-reliant development model represents a paradigm shift in the gold sector, where companies must demonstrate cash generation and operational success before attracting premium valuations or strategic partnerships, fundamentally altering the traditional development-to-acquisition timeline.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-tsxvscz-strengthened-financial-position-deleveraged-and-developing-6319Recording date: 16th June 2025Santacruz Silver Mining (TSXV:SCZ) has reported exceptional Q1 2025 financial results, demonstrating the success of its operational turnaround strategy. The multi-metal producer generated revenues north of $70 million with EBITDA of $27 million, representing a dramatic gross profit increase of nearly 7,000% year-over-year.Executive Chairman Arturo Préstamo Elizondo attributed the strong performance to multiple factors, including favorable metal prices, strategic investments in mining operations, and beneficial currency movements in Bolivia. "Metal prices is helping us indeed, and also we have a few things that contribute to our gross margins. One has been the result of previous year's investments into our mines which have improved our margins," Préstamo explained.The company has made significant progress reducing its debt obligations, paying down $17.5 million of its Glencore consideration. With $22.5 million remaining to be paid in three monthly installments of $7.5 million each, the final payment is scheduled for late October 2025. The company maintains a strong treasury position with over $60 million in cash reserves.Strategic capital investments have focused on the Mexican Zimapán mine, particularly the development of Level 960, which management considers "the future of this mine." The company has acquired over 15 pieces of underground equipment over the past 18 months, with Level 960 now contributing 40,000 tons monthly out of the mine's total 75,000 tons per month throughput.While these investments temporarily elevated all-in sustained cash costs to $34.32 per silver equivalent ounce in Q1, management expects costs to normalize to $22-23 per ounce by Q4 2025 as operations transition from development ore to more efficient stope mining.The company maintains its commitment to community investment, allocating approximately $4 million annually to development programs while focusing on operational excellence rather than acquisitions for 2025.View Santacruz Silver's company profile: https://www.cruxinvestor.com/companies/santacruz-silver-miningSign up for Crux Investor: https://cruxinvestor.com

Sean McDonough of New West joins the pod to discuss how oil and gas bitcoin mining has changed and where the sector is headed. FILL OUT THE MINING POD SURVEY BY CLICKING HEREWelcome back to The Mining Pod! Today, Sean McDonough, president and founder of New West Data joins us to talk about the company's vertically integrated oil and gas bitcoin mining operations in Alberta, Canada. We explore the pros and cons of full O&G ownership versus JV partnerships, barriers for large oil companies entering Bitcoin mining, regulatory considerations in Alberta, and the convergence of oil, gas, and AI data centers.Subscribe to our newsletter! **Notes:**• New West: $1.5M CAD per megawatt CapEx cost• Alberta flare gas mining still relatively small scale• Dual revenue streams: oil sales + Bitcoin mining• Cash flows split evenly between oil and Bitcoin• Generators are largest CapEx item, more than miners• Hash rate trading in 800-900 range for months00:00 Start02:38 New West04:26 Ownership instead of service07:35 Why don't we see more miner vertical integration10:06 JV's and risk10:56 Nat Gas economics12:30 Nat Gas more profitable than mining?15:48 Regulation in Alberta17:57 Understanding of BTC mining in Alberta19:58 Drillers shifting thinking24:37 Economics of pure play Nat Gas mining?28:45 Have oil producers soured on BTC miners?32:55 NYDIG & Caruso buyout36:09 Ai energy bottleneck41:00 Hashrate predictions42:41 Hashrate chart waves

Stephan & Matt discuss the ‘Save Our Wallets' campaign, which aims to protect non-custodial wallets from regulatory challenges posed by the U.S. government. He highlights the legal risks developers face due to broad interpretations of regulations and the potential consequences of future administrations. The importance of advocacy for legislative change, user engagement, and improving user experience in Bitcoin transactions are emphasized. Additionally, the conversation touches on the implications of AML and FATF regulations, the evolution of wallet technologies, and the need for research into Miner Extractable Value (MEV) in Bitcoin. They also discuss various aspects of Bitcoin and Ethereum, focusing on the implications of MEV (Miner Extractable Value), the risks of mining centralization, and the importance of investing in solutions rather than relying on consensus changes. They explore the challenges posed by private order flow, the philosophical differences in Bitcoin development, and the future of Bitcoin Core and node adoption.Takeaways