Podcasts about newmont

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Play Episode Listen Later Oct 21, 2025 34:08

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar, editor of Exploration Insights, about managing a junior mining stock portfolio during a bull market. They discuss strategies for obtaining alpha, the impacts of global supply chain fragmentation, and financing dynamics in the mining sector. Joe shares insights on the advantages and risks of investing in early-stage projects, the critical metals trend, and the influence of artificial intelligence on mining stock due diligence. The conversation delves into financing challenges, jurisdictional risks, major developments with companies like Newmont and Barrick, and the potential of lithium and other critical metals in the market. Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 00:00 Introduction 00:39 Interview with Joe Mazumdar: Market Insights 00:59 Managing Junior Mining Portfolios 04:17 Equity Market Dynamics and Financing 06:21 Risks and Strategies in Junior Mining Investments 12:23 Success Stories and Jurisdictional Risks 16:39 Critical Metals and Government Involvement 27:04 Artificial Intelligence in Mining Stock Analysis 31:07 Conclusion and Final Thoughts Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar 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. 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/

Headwater Gold - Newmont Earn-In Updates, OceanaGold Partnership & Multiple Drill Programs Underway

Paul Zimnisky Diamond Analytics Podcast

Play Episode Listen Later Oct 20, 2025 17:08

In this KE Report Company Update, we welcome back Caleb Stroup, President & CEO of Headwater Gold (CSE:HWG - OTCQB:HWAUF), for a deep dive into a flurry of recent developments across the company's Nevada and Idaho exploration portfolio. Key Highlights: Spring Peak – Newmont Stage 2 Earn-In: Newmont to spend US$40M over 3 years to earn up to 65%. The project is now part of the U.S. FAST-41 program, expediting permitting for a 266-site drill program. Loadstar – Drilling Underway: Maiden 3,500m (10–15 hole) drill program testing the Zodiac-Sinister Ridge target for high-grade epithermal veins, modeled after the Spring Peak discovery. OceanaGold Partnership: Signed definitive deal covering TJ, Jake Creek & Hot Creek projects. OceanaGold can earn up to 75% by spending US$65M and completing PFS studies. Drilling underway at TJ. Crane Creek (Idaho): 100%-owned; newly permitted and drill-ready. Evaluating self-funding vs. partner option. Strong Backing: Recent C$1M raise led by Rick Rule, Jeff Phillips, and Centerra Gold; year-end cash estimated at C$2.5–3M. Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com. Click here to visit the Headwater Gold website to read over the recent news. ----------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

NEM Sells Off with Metals After All-Time High Run

TD Ameritrade Network

Play Episode Listen Later Oct 17, 2025 5:46

Newmont (NEM) moved sharply to the downside Friday, but the weakness follows a strong side-by-side rally with gold and silver. As Rick Ducat points out, the company has vastly outperformed the SPX as it tests a bullish pattern. Newmont also saw more bullish activity in its options.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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Guest: David McKay

Play Episode Listen Later Oct 11, 2025 43:11

In this 75th episode of the Paul Zimnisky Diamond Analytics Podcast, independent mining journalist David McKay joins the show from Johannesburg, South Africa. The conversation begins with Paul recounting a multi-week journey he took through South Africa in 2023 and David sharing his views on the current economic and political state of the nation. Next, the two discuss the surge in gold prices and how this is impacting the gold mining industry. They then analyze the recent news of CEO departures from two of the top three largest gold miners, Newmont and Barrick, and then briefly touch on the platinum market. Finally, the conversation switches to Anglo American's restructuring aim to be more copper focused and the recent news of its merger of equals with Tech Resources. Paul and David finish with a deep dive on the current ongoing sales process of De Beers. Hosted by: Paul Zimnisky Guest: David McKay Guest plug: www.miningmx.com More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products A special thanks to this episode's sponsor A Diamond is Forever. This holiday A Diamond Is Forever is introducing Desert toned Diamonds, more information can be found here: www.adiamondisforever.com Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com. Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

Kenorland Minerals - Exploration Update: Partners Include Newmont, Sumitomo, Centerra, Auranova

Play Episode Listen Later Oct 7, 2025 22:12

In this KE Report Company Update, Zach Flood, President & CEO of Kenorland Minerals (TSX-V:KLD - OTCQX:KLDCF - FSE:3WQ0), joins us to discuss progress across the company's royalty and exploration portfolio. Kenorland continues to execute its prospect-generator model with active partners Sumitomo Metal Mining, Centerra Gold, Auranova Resources, and Newmont, while expanding its 100%-owned project pipeline across Canada. Key Discussion Highlights Frotet (Quebec) - Maiden resource estimate underway with 130,000+ meters drilled; Sumitomo Metal Mining as operator. High-grade orogenic gold system over 2 km strike and 1 km depth, open in all directions. Kenorland holds a 4% NSR (3.25% post buy-down). South Uchi (Ontario) - 6,000m Phase 2 drill program following visible gold discovery in Phase 1. Auranova can earn up to 70% with $10M in spending; Kenorland retains a 30% carried interest and 2% NSR Royalty. Centerra Partnership - $3.5M exploration program across 300,000+ha in NW Ontario targeting large regional gold anomalies for 2026 drilling. 100%-Owned Projects - Over 600,000ha staked in Ontario, Quebec, and New Brunswick; geochemical surveys ongoing to generate new joint-venture opportunities. Any follow-up questions for Zach? Comment below or email Fleck@kereport.com. Click here to visit the Kenorland website. ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Fuerte Metals - Transformative Acquisition of the Coffee Gold Project from Newmont

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Play Episode Listen Later Oct 6, 2025 16:43

In this KE Report Company Update, Tim Warman, CEO of Fuerte Metals (TSX.V:FMT - OTC:FUEMF), outlines the company's transformational acquisition of the Coffee Gold Project in the Yukon from Newmont (NYSE: NEM) - a project boasting 3Moz M&I and 0.8Moz inferred gold. Highlights: Deal Structure: US$10M cash + US$40M equity, with a US$100M NSR buyback post-production. Advanced Asset: Over 200,000m drilled, extensive engineering and permitting already complete. Development Path: PEA in Q1 2026, Feasibility Study by year-end 2026. Infrastructure Ready: The site hosts significant infrastructure - a fleet of haul trucks, excavators, and dozers. Permitting: Environmental approvals secured; key Yukon licenses expected next year. Broader Portfolio: Beyond Coffee, Fuerte continues to advance its Chile copper-gold porphyry project through potential partnerships and is updating the resource at its Mexican gold project. Click here to visit the Fuerte Metals website to learn more about the Company. ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

From Majors to Juniors: Gold Sector Shake-Up and Breakout Exploration ResultsRecording date: 2nd October 2025 Welcome back to Compass, Olive Resource Capital's weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) a

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Play Episode Listen Later Oct 3, 2025 33:17

Recording date: 2nd October 2025Welcome back to Compass, Olive Resource Capital's weekly markets and portfolio insights show, hosted by Derek MacPherson (Executive Chairman) and Sam Pelaez (President, CEO & CIO). Each week, we cut through the noise in mining and metals, highlighting the most important macro developments and drilling down into the companies shaping our portfolio.In this episode, we unpack a week of pivotal news for both major gold producers and junior explorers. At the very top of the market, Newmont and Barrick—two of the world's largest gold companies—announced leadership changes on the same day. Newmont's move was a planned succession from COO to CEO, signaling stability and continuity as the company enters a new phase of growth. Barrick, however, surprised the market with an interim appointment following the sudden departure of Mark Bristow. This contrast highlights the broader cycle shift from defensive, balance-sheet-focused leadership to growth-oriented CEOs ready to capitalise on a bull gold market.The coincidence of both announcements has reignited speculation about deeper industrial alignment. With Nevada Gold Mines and Pueblo Viejo already jointly operated, strategic synergies are clear. A combined or further integrated entity could also benefit from passive investment flows, with Newmont's S&P 500 inclusion forcing index-tracking funds to increase their exposure. While no deal has been announced, the industrial and financial rationale for closer alignment between Newmont and Barrick is stronger than ever.Beyond the majors, the week delivered extraordinary news from Olive's portfolio companies. Sterling Metals announced a discovery hole at its Soo Copper project in Ontario - 262 metres at 1% copper equivalent—re-rating the stock by more than 200% in a single day. Years of geological groundwork positioned the company for this success, underscoring the importance of disciplined preparation.Prospector Metals delivered another standout intercept: 44 metres at 13 g/t gold with 1.8% copper at its Mike Lake project. Shares surged nearly 280% and have held those gains. As part of the Discovery Group, Prospector demonstrated how systematic geological work and strong stewardship can unlock transformative discoveries.By contrast, Midnight Sun Mining illustrates the risk of overextended valuations. The company reported nearly 40 metres at .5% copper from its Dumbwa target in Zambia, yet shares fell around 20% as the market had already priced in perfection. The case highlights why entry point and expectations matter as much as geological success.The financing environment also shows renewed strength, with over C$100 million raised across juniors in the past week. With seasonal drill programs now underway, investors should expect a steady cadence of results through year-end. Majors may also lean further into M&A, project acceleration, and capital returns as gold prices remain near record highs.

IS IT GOOD? AI regs in Cali, EU -37% carbon +60% GDP, white dudes are winning board seats

Business Pants

Play Episode Listen Later Sep 30, 2025 48:23

TECH STUFFCalifornia's Gavin Newsom Signs Major AI Safety LawThe Transparency in Frontier Artificial Intelligence Act, or S.B. 53, requires the most advanced A.I. companies to report safety protocols used in building their technologies and forces the companies to report the greatest risks posed by their technologies.The bill also strengthens whistle-blower protections for employees who warn the public about potential dangers the technology poses.Could a chatbot replace your best friend at work?According to a new study from KPMG that surveyed more than 1,000 professionals, almost all (99%) would be open to the idea of an AI chatbot assuming the role of close friend or trusted companion at work.That same study teases out a separate, also compelling thread: 45% of workers reported feelings of loneliness at work.Elon Musk hit by exodus of senior staff over burnout and politicsKey members of Tesla's US sales team, battery and power-train operations, public affairs arm, and its chief information officer have all recently departed, as well as core members of the Optimus robot and AI teams on which Musk has bet the future of the company.CLIMATE STUFFEU Reduces GHG Emissions 37%The EU adopted a Climate Law in 2021, setting into legislation a goal to reach climate neutrality by 2050. In addition to the 2050 goal, the law also set a binding EU climate goal to reduce net GHG by at least 55% by 2030 compared to 1990.More recently, the EU has committed to set a new 2035 GHG emissions reduction goal to reduce greenhouse gas emissions by between 66.25% to 72.5%, and the European Commission has proposed a new target, currently being debated by lawmakers, to reduce emissions by 90% by 2040.The new report indicated strong progress towards the EU's interim climate goal, with GHG emissions falling by 37% since 1990, despite 60% GDP growth over the same period, and with the pace of annual emissions reductions in the EU doubling since 2005.The report cites significant shifts in the energy mix in Europe as a key source of the EU's emission reduction progress, with the share of renewable energy sources doubling since 2005, and almost a quarter of final energy use in 2023 coming from renewable sources, 45% of all electricity used in the EU now generated by renewables, while fossil fuel use, and coal in particular, has declined.Maine wins early victory in climate lawsuit against oil companiesA federal judge has sided with the state of Maine in its effort to force oil and gas companies to pay for the costs of dealing with climate change.Judge Nancy Torresen of the U.S. District Court for the District of Maine on Monday granted the state's motion to transfer its case against 14 fossil fuel companies out of federal court and back to the state court where it was originally filed.She also granted Maine's request to recover costs and fees.Trump's hostile attitude is making investors more favourable to ESGInstead of seeing a continued decline in sentiment towards ESG, there were more favourable signals this year, especially from younger investors and parents. In fact, some said President Donald Trump‘s hostile attitude to ESG has actually made 20% of private investors more positive about funds. Only 8% of investors said they were now less favourable to ESG as a result of Trump's approach.Overall, 53% of respondents said they now take ESG factors into account when investing, up from 48% last year. STAKEHOLDER STUFFStarbucks is offering up to 26 weeks of severance for store managers at closing cafésAccording to the document titled "Severance Summary," shift managers are eligible to receive 120 hours of their hourly pay.Assistant store managers will get "240 hours + 40 hours for each year of completed service (up to combined total weeks of 1,040 hours)," the document states.Coffeehouse leaders will receive at least six weeks of pay, plus additional amounts based on job level and years working for the company. For example, overtime exempt coffeehouse leaders will get eight weeks' base severance, plus one week for every completed year of service, up to a maximum of 26 weeks.GOVERNANCE STUFFHow good is this at telling the CEO Pay story? Ranked: The Hourly Wage of Retail CEOsStarbucks Brian Niccol $95,801,676|$46,058; Walmart Doug McMillon $27,408,854|$13,177; Gap Richard Dickson $9,340; Chipotle Mexican Grill Scott Boatwright $9,201; McDonald's Christopher Kempczinski $8,748How good was Business Pants at predicting this? White Men Make a Comeback in America's BoardroomsSome 55% of the more than 440 new directors appointed to S&P 500 boards through Sept. 24 of this year were White men, ISS-Corporate found.Women won about a third of board seats, down from a peak of 44% of new seats in 2022.Non-White directors made up 20% of board hires, down from 44% in 2021.Emphasis on appointing CEOs.Defense Secretary Pete Hegseth outlined new rules for the “highest male standard” for fitness in combat roles: “If that means no women qualify for some combat jobs, so be it.”Qantas cutting CEO pay signals new era of cyber accountabilityIn early September, the board of Australia-based Qantas Airways voted to penalize CEO Vanessa Hudson and other top executives for a June 30 cyber incident that exposed the personally identifiable information of nearly 6 million passengers, deducting A$800,000 (US$522,000) from their bonuses.The last time it became publicly known that a board withheld compensation from a CEO for a cybersecurity breach was in 2017, when Yahoo's board denied CEO Marissa Mayer her $2 million bonus over the mishandling of multiple breaches that exposed the personal information of more than 1 billion users.Qantas tightens reputation metrics after increasing CEO salaryAbout 20 per cent of Hudson's long-term bonus between 2026 and 2028 will be based on Qantas' reputation, which is measured externally by market research firm The RepTrak Company on a scale between 0 and 100.SPEED ROUND STUFFGold miner Newmont names Natascha Viljoen its first female CEO Why Lyft CEO David Risher still drives customers once a monthCostco CFO promises the hot dog and drink combo will never cost more than $1.50How good is the headline?: 58 million pounds of corn dogs and sausages may contain something you really don't want to eatA United flight from Paris to DC had to U-turn to avoid flying across the Atlantic without enough working bathrooms

VSA Capital Morning Miner 300925 with Special Guest James Anderson of GSVR

VSA Capital

Play Episode Listen Later Sep 30, 2025 10:44

Guanajuato Silver's James Anderson joins Andrew and Paul as well as news from Barrick, Newmont, Cornish Metals, Strategic Minerals, Tamar Resources, Mkango

Gold, Rheinmetall, Daimler Truck, Traton, Barrick, Newmont

Euer Egmond von BNP Paribas Zertifikate

Play Episode Listen Later Sep 30, 2025 32:26 Transcription Available

Während Gold von einem Rekordhoch zum nächsten eilt, haben die Goldförderer Barrick Mining und Newmont am gleichen Tag einen Wechsel an der Unternehmensspitze angekündigt. Zudem ist der S&P500 weiter auf Rekordfahrt, während der DAX in die Nähe des Ein-Monats-Hochs geklettert ist.

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Morning Briefing: CEO Changes at both Newmont and Barrick

Mining Stock Daily

Play Episode Listen Later Sep 29, 2025 8:56

We have management changes at both Barrick and Newmont this morning. Sterling Metals make a new discovery in Ontario. Golden Cross Resources published new drill results from Reedy Creek. Q2 Metals share latest from Cisco. Newcore Gold have new cash from warrant exercise. Rio2 takes a stake in Royal Road. 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

Gold Terra Resources (TSXV:YGT) - Resource Update & PEA in 6–12 Months Ahead of Newmont Option

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Play Episode Listen Later Sep 29, 2025 22:43

Interview with Gerald Panneton, Executive Chairman of Gold Terra Resource Corp.Our previous interview: https://www.cruxinvestor.com/posts/gold-terra-resource-tsxvygt-leveraging-rising-gold-prices-with-high-grade-yellowknife-project-6315Recording date: 25th September 2025Gold Terra Resources Corporation (TSXV:YGT) is advancing its Yellowknife gold project in Canada's Northwest Territories, capitalizing on dramatically improved economics driven by gold's rise to $3,750 per ounce. Executive Chairman Gerald Panneton sees significant opportunity to revitalize the historically productive mining district, which was shuttered in 2003 when gold traded at just $340 per ounce.The company has outlined 1.8 million ounces of combined indicated and inferred resources, with a strategic focus on 540,000 near-surface ounces in the Yellorex zone that can be accessed via ramp development within 3-4 years. This approach prioritizes cash flow generation over the more capital-intensive deep underground mining that characterized the original operation.Gold Terra's competitive advantage centers on the Con Mine, a cornerstone asset featuring existing mining lease and surface rights that could reduce permitting timelines from the typical 10-15 years for greenfield projects to approximately one year. "The biggest advantage Gold Terra has with the Con mine as a cornerstone property is that [they have] the mining lease and the surface rights," Panneton explained.Third-party validation came through OR Royalties' $2 million investment to increase their NSR royalty from 1% to 2%, with an option for additional investment to reach 3%. The endorsement followed an in-depth technical review, providing external confirmation of the project's potential.Current gold prices have transformed project economics, enabling potential cutoff grade reductions that could expand the Yellorex zone from 540,000 to 700,000 ounces. Management targets completing a resource update and preliminary economic assessment within 6-12 months, aiming to finalize the Newmont acquisition by 2026.With $3 million in treasury and improved market conditions, Gold Terra enters a critical development phase positioned to leverage both existing infrastructure advantages and gold's structural bull market through disciplined, phased development focused on near-term production potential.View Gold Terra's company profile: https://www.cruxinvestor.com/companies/gold-terra-resource-corpSign up for Crux Investor: https://cruxinvestor.com

Wall Street: Claves de la sesión

Mercado Abierto

Play Episode Listen Later Sep 29, 2025 7:37

Carnival, Occidental Petroleum, Newmont, Barrick, Microsoft o Lockheed Martin, bajo la lupa de Ignacio Vacchiano, de Leverage Shares.

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Morning Report 30 Sep 25: US stocks hold small gains as shutdown worries linger

CommSec

Play Episode Listen Later Sep 29, 2025 9:28

Join Tom and Ryan as they discuss the week ahead in Aussie and global markets. Tech stocks led Wall Street higher as investors weighed the risk of a potential government shutdown, with US bond yields easing on the uncertainty. Robinhood shares climbed on strong prediction market volumes, while Barrick and Newmont announced leadership changes as gold surged to a fresh record high amid growing bets on rate cuts. Meanwhile, oil prices fell more than 3% as OPEC signalled plans to hike output. Back home, Aussie shares are set to open higher for a fourth straight session ahead of the RBA’s interest rate decision, where policymakers are expected to hold rates and await critical data. 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.

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Kingfisher Metals (TSXV:KFR) - Golden Triangle's Largest Junior Explorer Eyes Major Discovery

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Sep 27, 2025 29:26

Interview with Dustin Perry, CEO of Kingfisher Metals Our previous interview: https://www.cruxinvestor.com/posts/gold-navigating-the-investment-opportunities-and-understanding-the-risks-5527Recording date: 24th September 2025Kingfisher Metals has positioned itself as a dominant force in British Columbia's Golden Triangle, assembling the largest contiguous land package among junior explorers at 850 square kilometers. Under CEO Dustin Perry's leadership, the company operates in Canada's most prolific copper-gold region, home to the highest-grade gold mine at Brucejack and the world's largest undeveloped gold deposit at KSM.Recent exploration success validates the company's systematic approach. The 2025 program delivered 234 meters grading 1% copper equivalent and identified a new porphyry system at Hank target. Perry describes this discovery as having "all the early stage indications that we're on to a very large deposit." The breakthrough resulted from methodical target generation by a team with proven experience at KSM, Red Chris, and the successful GT Gold project.Strategic advantages differentiate Kingfisher from regional competitors. Properties sit just 12 kilometers from highway infrastructure with favorable topography, lower elevation, and reduced environmental complications. Perry notes the location benefits: "You don't need to find something that good to make it very economical where we are given the location." The company avoids salmon river conflicts that plague other regional projects while maintaining proximity to power infrastructure.Financial backing strengthens the exploration runway through a $11 million financing completed in May 2025. Ashwath Mehra, founding partner of Glencore and former GT Gold executive chairman, leads the advisory board while institutional investors provide patient capital for multi-year programs.The investment thesis centers on statistical probability across extensive prospective terrain surrounded by major operators Teck, Anglo American, and Newmont. Recent $750 million commitments to adjacent Galore Creek and Schaft Creek projects, located further from infrastructure, create acquisition potential for infrastructure-advantaged discoveries. Perry's long-term vision follows the GT Gold model, targeting systematic exploration leading to discovery and ultimate major company acquisition within three years.Learn more: https://www.cruxinvestor.com/companies/kingfisher-metalsSign up for Crux Investor: https://cruxinvestor.com

Magma Silver Targets District-Scale Discovery Thanks To Historical Work By Majors

Play Episode Listen Later Sep 24, 2025 34:54

“This is the easiest mining project I've seen in 40 years — on or near surface, high recovery rates, and significant upside the majors left untapped.” CEO Stephen BarleyWith gold at record highs and silver at a 14-year peak, Magma Silver Corp. (CSE: MGMA / OTCQB: MAGMF) is advancing a flagship Peruvian project that has already seen $14.5 million in exploration by majors including Newmont, AngloGold, and Bear Creek. Today, Magma is applying modern geological modeling to unlock the full value of what those majors left behind.DISTRICT-SCALE SYSTEM: The property spans 40 km², including an 8 km by 2 km anomalous zone with multiple gold and silver targets.CLEAN SILVER ADVANTAGE: Unlike many deposits labeled “silver equivalent,” Magma's system has pure silver with no contaminant metals — a rare and attractive characteristic.JUMPSTART ON RESOURCE: With access to Newmont's 65 drill holes and data, Magma can fast-track toward a compliant resource.PERU SILVER RECORD: Peru is one of the world's top jurisdictions for silver and gold exploration as the 3rd largest silver producer globally - and a top 15 mining jurisdiction worldwide.DRILLING AND RESULTS WILL BEGIN TO FLOW IN 2025Magma's Phase 1 sampling confirmed high-grade results, including 14 g/t gold and 311 g/t silver in surface samples. Drilling begins mid-November with six holes planned, and results expected before year-end — setting the stage for steady news flow through 2026.The company is exploring real asset tokenization to monetize gold in the ground while minimizing dilution — an innovative financing path rarely seen at this stage. Longer term, Magma sees precedent in the Alamo Dorado Project, a discovery that sold for over $100 million when silver was just $5/oz.At a market cap of just ~$6M CAD, Magma Silver offers investors:A project already advanced by global majorsProven high-grade sampling results consistent with majorsDistrict-scale exploration potentialAnd a management team with a track record of successful discoveries and financings.With drilling underway and catalysts imminent, Magma Silver is positioning itself as one of Peru's next major gold-silver stories at a time when the sector is gaining global momentum.A LEGACY OF MAJOR INVESTMENTWHY THIS PROJECT MATTERSRWA TOKENIZATION IS ON THE TABLETHE INVESTMENT CASE

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Morning Briefing: ATEX Resources Publish Updated MRE for Valeriano

Mining Stock Daily

Play Episode Listen Later Sep 23, 2025 9:09

Gold and Silver continue to move higher. ATEX Resources has published results for the updated mineral resource estimate for the Valeriano project in the Atacama Region of Chile. Kingfisher Metals say they are on to a new porphyry at HWY 37. NexMetals Mining published assay results from two additional holes. Big new is US Antimony production. Aura Minerals announced commercial production at the Borborema Mine. Newmont's Ahafo North mine pours first gold. 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

Small Cap Breaking News: Don't Miss Today's Top Headlines 09/18/2025

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Sep 18, 2025 15:08

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Rio2 (TSX:RIO) Approaching January 2026 Production, Targeting 20,000TPD Ramp-Up

Play Episode Listen Later Sep 12, 2025 17:46

Interview with Andrew Cox, President & CEO of Rio2 Ltd.Our previous interview: https://www.cruxinvestor.com/posts/from-mega-mines-to-lean-machines-rio2-ltd-vista-golds-blueprint-for-fast-track-gold-production-7298Recording date: 10th September 2025Rio2 Limited presents a compelling investment opportunity as one of the few genuine new gold producers emerging in a market increasingly characterized by consolidation rather than organic growth. The company's Fenix Gold project in Chile is approaching first production in January 2026, positioned to capitalize on record-high gold prices exceeding $3,600 per ounce—more than double the $1,800 assumptions used in the original feasibility study.The project demonstrates exceptional execution discipline under CEO Andrew Cox's leadership, maintaining its production timeline while operating slightly under budget. Construction has progressed systematically with completed earthworks across 12 hectares of leach pads and process solution ponds, while mineral movement to the pad has already commenced. The company's $50 million funding arrangement with Wheaton Precious Metals eliminates typical development-stage financing uncertainties, providing clear visibility to cash flow generation.The management team's 11-year partnership and proven track record of building two previous operations with the same contractor relationships significantly reduces execution risk. This experience is evident in their methodical construction sequencing, targeting solution circulation by November and gold room completion by late December 2025.Fenix Gold targets 20,000 tons per day processing capacity, achievable by August-September 2026 through heap leach technology. The 90-day leach cycle provides relatively rapid cash flow generation, with approximately 50% of gold recovery occurring within the first 30-40 days of production. This operational profile, combined with current gold pricing, creates substantial cash generation potential from the project's 5 million ounce resource base.The most significant value driver lies in the project's expansion potential. Rio2 is advancing partnerships with two desalination providers in Copiapó to secure water supply for expanded operations. The proposed 160-kilometer pipeline infrastructure, requiring approximately $350 million in capital, would enable production of 300,000 ounces annually for 10 years—creating an estimated $3 billion in additional value.This expansion case transforms Rio2 from a mid-tier producer into a significant gold operation, supported by substantial inferred resources requiring conversion and exploration upside in boundary areas and depth extensions.Rio2's emergence occurs during unprecedented industry consolidation, where major producers like Newmont, Barrick, and Kinross pursue growth through acquisitions rather than organic development. This environment creates strategic optionality for Rio2, whether through independent expansion or potential acquisition by larger producers seeking established operations with growth potential.The company's single-asset concentration, while presenting risk, also provides focused execution and clear value catalysts. Management actively evaluates acquisition opportunities to diversify the asset base while maintaining commitment to the Fenix expansion.Rio2 offers investors a unique combination of near-term production certainty and transformational expansion potential. The company's disciplined execution, experienced management, and strategic timing during favorable gold market conditions create multiple pathways for value creation. With production approaching and expansion studies advancing, Rio2 represents both income generation and significant growth optionality in a proven geological setting during an optimal market environment for gold producers.View Rio2 company profile: https://www.cruxinvestor.com/companies/rio2-limitedSign up for Crux Investor: https://cruxinvestor.com

Why Gold Market's At A Critical Turning Point

Arcadia Economics

Play Episode Listen Later Sep 11, 2025 15:35

Why Gold Market's At A Critical Turning Point The latest CPI report is out, and there's also news out of the mining sector after a significant decision by senior gold producer Newmont. So to get an overview of what's going on in the precious metals markets today, log in to watch this morning's markets and metals! - To find out more about the latest progress from Dolly Varden Silver go to: https://dollyvardensilver.com/news/ - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - 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)Subscribe to Arcadia Economics on Soundwise

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This Breakout Could Send Gold to $4,500: Technical Outlook I Chris Vermeulen

SF Live

Play Episode Listen Later Sep 10, 2025 27:17

Gold is breaking records, silver is surging, and the S&P 500 is at all-time highs. Chris Vermeulen of The Technical Traders joins Kai Hoffmann to break down the charts and explain where the next big move is coming. From gold's explosive breakout to silver's catch-up rally, miners' performance, and the Fed's uncertain path, the signals point to a major market shift.#gold #silver #technicalanalysis ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

GOLD & SILVER: Generational Breakout Explained I David Morgan

SF Live

Play Episode Listen Later Sep 10, 2025 30:32

Silver has finally broken above $40, and David Morgan, the Silver Guru, says this is the most explosive setup of his career.We talk about gold at all-time highs, the unstoppable momentum in silver, miners about to run, and what could derail the bull market.#gold #silver #trading ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Nvidia oder Broadcom und die Underdogs der Gold-Rallye

Alles auf Aktien

Play Episode Listen Later Sep 9, 2025 23:14

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Trading the Weak September Start 9/2/25

Halftime Report

Play Episode Listen Later Sep 2, 2025 44:12

Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week's court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon. Investment Committee Disclosures

netflix market trading weak verizon josh brown investment committee newmont scott wapner

Gold Miners Try To Capture What Executive Calls 'Once In 50 Year Opportunity'

Arcadia Economics

Play Episode Listen Later Aug 28, 2025 17:34

Gold Miners Try To Capture What Executive Calls 'Once In 50 Year Opportunity' Anytime a market starts moving, things change. And that appears to be the case in the gold mining industry, where in the midst of the rally, Newmont is announcing some significant changes which have the potential to affect the industry. To find out more, click to watch the video now! - To find out more about Dolly Varden Silver go to: https://dollyvardensilver.com - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - 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 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

spotify opportunities executives silver capture arcadia gold miners soundwise newmont dolly varden silver arcadia economics

Mining's Revenge: From Rock Bottom to S&P's Top Performer I John Forwood

SF Live

Play Episode Listen Later Aug 25, 2025 30:29

Newmont just crushed Tesla and Google in the S&P 500, and gold miners are back in the spotlight. John Forwood, CEO of Lowell Resources Fund, joins us to break down why sentiment has flipped, how the Fed is driving gold's next move, and where investors should look for the biggest upside in mining. From $3,000 gold to weaponized commodities, this interview covers it all.#gold #goldmining #investing -------------------

Inflection Resources - Exploration Partnership Update with AngloGold Ashanti: Trangie Drill Results

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Play Episode Listen Later Aug 20, 2025 16:03

We're joined by Alistair Waddell, President & CEO of Inflection Resources (CSE:AUCU - OTCQB: AUCUF), to discuss the latest drill results from the Trangie Project in New South Wales, Australia. This project is one of four being advanced under Inflection's exploration agreement with AngloGold Ashanti, alongside the Duck Creek, Crooked Creek, and Nyngan projects. Key discussion points include: Recent drill intercepts at Trangie confirming porphyry-style gold mineralization and the systematic follow-up program. The staged earn-in structure with AngloGold Ashanti, including funding commitments and technical collaboration. Ongoing drill programs at Crooked Creek and Nyngan, plus upcoming work across satellite targets. The acquisition of a copper-gold project portfolio from Newmont in the Northern Territory and New South Wales, and how these assets fit into Inflection's strategy. The benefits of being partner-funded, including exploration budgets, technical expertise, and reduced shareholder dilution. If you have any follow up questions for Alistair please email us at Fleck@kereport.com and Shad@kereport.com. Click here to visit the Inflection Resources website to learn more about the Company.

Beyond the Gold Rush: Why Mining's Multi-Year Bull Cycle is Just Getting Started

Play Episode Listen Later Aug 13, 2025 30:31

Recording date: 5th August 2025The global mining sector has reached a critical juncture in Q2 2025, driven by exceptional financial performance and fundamental policy shifts that signal a multi-year bull cycle ahead. Major gold producers delivered record-breaking results that have forced institutional investors to take notice, while government policy changes in key Western nations provide unprecedented structural support for the industry.Leading the charge, Newmont Corporation achieved what may be its best quarter in company history, generating $2.99 billion in EBITDA and $1.3 billion in free cash flow at an average gold price of $3,320 per ounce. This translates to approximately $32 million in daily EBITDA and $18 million in daily free cash flow. Agnico Eagle demonstrated even superior efficiency, producing $2 billion in EBITDA and $1.3 billion in free cash flow while operating at roughly half of Newmont's production volume.These exceptional results have created compelling investment dynamics. Agnico Eagle's current $8 billion annual EBITDA run rate makes it Canada's third-largest company by this metric, surpassing major banks and technology companies. This dramatic shift is forcing generalist portfolio managers to buy mining stocks to avoid significant tracking error against their benchmarks.Simultaneously, both Australia and the United States have implemented price floor mechanisms for critical minerals and defense-critical metals. This represents a fundamental reversal from decades of policy neglect, acknowledging that Western nations effectively "exported pollution" to China while allowing it to build dominant refining capacity. China now controls approximately 66% of global copper flows and maintains near-monopolistic positions in rare earths, tungsten, and antimony.Record profitability is enabling major M&A activity, exemplified by Royal Gold's $1 billion streaming deal with First Quantum at attractive mid-50% valuation multiples. This transaction demonstrates how mining companies are deploying their substantial cash flows for strategic growth, with the sector itself representing the largest pool of available investment capital.The convergence of exceptional profitability, supportive government policies, and forced institutional participation suggests the mining sector is experiencing a generational revaluation rather than a typical cyclical upturn, positioning it for sustained outperformance across multiple years.Sign up for Crux Investor: https://cruxinvestor.com

Chris Vermeulen: Crash or Melt-Up? Markets at a Critical Tipping Point

Wealthion

Play Episode Listen Later Aug 12, 2025 49:06

The markets are at a crossroads, will stocks power to new highs or face a painful bear market? In this in-depth and chart-filled interview, Chris Vermeulen of The Technical Traders tells James Connor why we're at a critical tipping point, with technical signals flashing both opportunity and risk. Chris breaks down his outlook for the S&P 500, NASDAQ, gold, silver, the U.S. dollar, Bitcoin, oil, interest rates, and major financial stocks, and explains why the Magnificent Seven are masking underlying market weakness. He warns that the combination of strong gold prices and rising yields could be signaling dangerous economic trouble ahead. Key Topics: - Is this the next 2007-style top? - Magnificent Seven vs. the rest of the market - Why Chris is avoiding FOMO and waiting for confirmation - Gold, silver, and top miners (Newmont, Agnico) - Why Bitcoin could spike to $136K - U.S. dollar bottoming, 10-year yield warning - Bearish outlook for oil - Risks facing retirees and long-term investors

Don Durrett's 100-Bagger Mining Stock and Investment Strategies Revealed

ai strategy gold managing revealed stock mining readers investment strategies bagger bearish takeovers trading strategies mse newmont management teams bill powers first majestic silver agnico eagle

Play Episode Listen Later Jul 28, 2025 64:05

In this episode of Mining Stock Education, host Bill Powers interviews Don Durrett from GoldStockData.com. Don shares his experience in the mining stock sector, emphasizing his investment strategies and revealing how his investment in Crocodile Gold is turning into a 100-bagger. The discussion covers his views on various mining companies like Newmont, Agnico Eagle, and First Majestic Silver, and his thoughts on balancing risk with potential rewards in the mining sector. Don also provides valuable tips for evaluating mining stocks, highlighting the importance of strong projects, management teams, and having an investment edge. 0:00 Introduction and Guest Welcome 0:44 Analyzing Newmont's Q2 Earnings 3:04 Investment Strategies and Market Predictions 17:47 Mid-Tier Producers and Success Stories 21:13 Developer Checklist and Investment Criteria 24:10 Management Teams and Path to Production 27:29 Takeovers and Market Positioning 31:43 Trading Strategies and Stock Selection 32:28 Avoiding the OTC Pinks and Understanding Insiders 33:31 Bearish on Exploration Stocks 34:11 Optionality Plays in Gold and Silver 35:40 Early-Stage Exploration and the Lassonde Curve 38:33 Inelasticity of Exploration Stocks 43:38 Managing a Diverse Portfolio 55:28 AI in Mining Stock Analysis 1:00:30 Concluding Thoughts and Market Predictions https://www.goldstockdata.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This episode was not sponsored. 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/

Episode 207: Earnings From GE Vernova, Alphabet, and Newmont Corp

The Chinchilla Picking Podcast

Play Episode Listen Later Jul 28, 2025 53:06

Dave and Brandon cover this week's earnings reports from Google, GE Vernova, and Newmont Corporation. Dave gives an update on trade talks

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Sieger und Verlierer beim Zoll-Deal und der große Labubu-Hype

Alles auf Aktien

Play Episode Listen Later Jul 28, 2025 20:53

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über den Taser-Boom bei Axon Enterprise, goldene Zeiten für Newmont und den Puma-Absturz. Außerdem geht es um Volkswagen, Mercedes-Benz, Redcare Pharmacy, Vonovia, TAG Immobilien, Patrizia, Bitcoin, Porsche AG, Meta, Microsoft, Apple, Amazon, Alphabet, Salzgitter, Nintendo, Bandai Namco, Mattel, Hasbro, Sanrio. Den Podcast „Cashing Feelings“ von unseren Kolleginnen Christine van den Berg und Derman Deniz findet ihr hier: https://podcasts.apple.com/us/podcast/cashing-feelings-ki-chatbots-und-das-gesch%C3%A4ft-mit-gef%C3%BChlen/id1821547105 oder hier: https://open.spotify.com/show/4oXwK4KB07rVpHvafYjcVc. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Morning Report 28 Jul 25: Better earnings help push Wall Street to new record highs

CommSec

Play Episode Listen Later Jul 27, 2025 9:57

Wall Street closed the week at fresh record highs, driven by strong corporate earnings and easing concerns about interest rates. Among the earnings standouts, gold miner Newmont surged after posting record quarterly results. Meanwhile, interest rates continued to moderate ahead of key jobs and inflation data due later this week. Back home, Aussie shares are expected to open the week lower, with investors digesting the latest global trends. 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.

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Market Close 25 Jul 25: A huge week ahead

CommSec

Play Episode Listen Later Jul 25, 2025 9:33

The Aussie market slipped on Friday as miners gave back gains and financials dragged, capping a choppy week that saw markets flirt with record highs. Energy outperformed thanks to rising oil prices, while Newmont hit a fresh high and CSL lifted healthcare back into positive territory for the year. AMP pulled back despite strong earlier gains. With inflation data, retail trade, central bank decisions and earnings from Microsoft, Meta and Amazon all ahead, next week is set to be one of the biggest of the year. 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.

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“Gold Stocks Still Have to Catch Up to the Gold Price” says Pro Investor David Erfle

Play Episode Listen Later Jul 22, 2025 31:56

Pro Investor David Erfle believes “gold stocks still need to catch up to the gold price.” He provides commentary on recent precious metals and miner price actions, discusses how he has managed his portfolio over the past month and shares where he currently sees value. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day. 0:00 Intro 0:42 Gold and Silver Market Analysis 3:20 Newmont and Generalist Investors 7:11 Company Financial Health and M&A Activity 9:09 Investment Strategies and Tax Considerations 13:18 Commodity Ratios and Market Trends 15:04 Private Placements and Market Listings 22:29 Junior Miners and Market Sentiment 28:55 Conclusion and Final Thoughts David's website: https://juniorminerjunky.com/ 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/

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Dave Erfle - Precious Metals Rally, Gold Majors Now Leading the Way

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Play Episode Listen Later Jul 22, 2025 17:26

In this KE Report daily editorial (July 22), we speak with Dave Erfle, Founder and Editor of the Junior Miner Junky, to unpack what's driving the precious metals momentum and how the sector is setting up into the back half of the year. Key discussion points: Gold Majors Reignite: Agnico and Newmont posting strong moves as gold attempts a breakout above $3,450. Technical Setups: Dave compares today's action to previous bullish consolidations and shares key resistance levels on GDX and silver. Valuation Disconnect: Juniors with proven ounces still trading at fractions of in‑ground value despite rising margins for producers. M&A Outlook: Who might start buying - majors or mid‑tiers - and why high‑capex projects could slow deals. Forward-Looking Strategy: Why Dave expects $4,000 gold and $50 silver, and how investors can position for more upside. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.

The Market Wrap with Henry Jennings, Senior Investment Analyst & Portfolio Manager at Marcus Today

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Jul 22, 2025 9:19

Insignia Financial leapt after a $3.3 billion takeover by private equity firm CC Capital. MARKET WRAP: ASX200: up 0.1% to 8,677 GOLD: $3,385/oz BITCOIN: $181,877 Rio Tinto jumped 3.4 per cent to $118.32, Fortescue 3.3 per cent to $17.81 and BHP gained 2.6 per cent to $41.51 per cent. Shares of Ramelius surged 8.1 per cent to $2.66 – its best day in 15 weeks, while Newmont gained 2.8 per cent to $92. CBA slumped 3.1 per cent to $172.42, wiping roughly 30 points from the index due to its market heft. National Australia Bank falling 2.7 per cent to $37.22, Westpac 1.3 per cent to $32.65 and ANZ closed down 0.8 per cent to $29.82. Insignia Financial was the best performer on the ASX 200, surging 12.2 per cent to $4.41 after CC Capital agreed to a $3.3 billion deal CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.

Surface Metals (CSE:SUR) - Former Lithium Player Pivots to Nevada Gold with Walker Lane Project

Play Episode Listen Later Jul 19, 2025 31:19

Interview with Stephen Hanson, President & CEO of Surface Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/acme-lithium-acme-despatches-from-the-lithium-front-line-3054Recording date: 14th July 2025Surface Metals (CSE:SUR), formerly Acme Lithium, has successfully executed a strategic transformation that positions the company for value creation across two critical commodity sectors. Under CEO Stephen Hanson's leadership, the company has pivoted from pure lithium exploration to gold development while maintaining its valuable lithium asset foundation.The strategic shift emerged from pragmatic market realities as lithium prices declined and EV demand slowed over the past 18 months. Rather than abandoning the long-term energy transition thesis, Hanson explained the rationale: "As a board and a management team we started to evaluate our assets and say listen we work for the shareholders. Creating shareholder value is my number one priority."The centerpiece of this transformation is the April 2025 acquisition of 90% of the Cimarron gold project in Nevada's renowned Walker Lane trend. Located just 14 miles from Kinross's Round Mountain mine, the property boasts impressive historical data from major companies including Newmont and Echo Bay. Historical intercepts include 26 meters of nearly 5 grams per ton gold, with surface samples reaching 120 grams per ton.The project benefits from Nevada's world-class mining jurisdiction and favorable geology, featuring a shallow epithermal system with mineralization extending to surface. This configuration offers significant cost advantages and exploration potential beyond the existing 50,000-ounce resource, with targets for expansion to over one million ounces.Surface Metals maintains its lithium portfolio as strategic foundation value, including a 300,000-ton lithium carbonate resource in Clayton Valley and successful partnerships like the Snow Lake Energy joint venture in Manitoba. With holding costs of only tens of thousands annually, the company can maintain these assets through market cycles.Trading at approximately $5 million Canadian market cap, Surface Metals offers investors dual commodity exposure at an attractive entry point. The company plans drilling at Cimarron by early 2026, following systematic database modernization and permitting processes that typically require 90-120 days in Nevada's streamlined regulatory environment.View Surface Metals' company profile: https://www.cruxinvestor.com/companies/acme-lithiumSign up for Crux Investor: https://cruxinvestor.com

“This is a New Discovery We're Beginning to Unravel” at South Uchi says Kenorland CEO Zach Flood

Play Episode Listen Later Jul 18, 2025 29:49

Kenorland Minerals CEO Zach Flood provides an update on the new gold discovery at the South Uchi project in Ontario, where Kenorland's maiden drill program confirmed a large footprint gold system. Zach highlights the company's unique prospect generator business model, talks about their partnership with Auranova Resources, and discusses upcoming exploration plans. This MSE episode also touches on Kenorland's strategic holdings, including significant positions in Auranova Resources and other marketable securities, and their ongoing projects with partners like Sumitomo, Centerra Gold, and Newmont. Kenorland looks to identify gaps in exploration maturity within prospective districts based on large scale compilation and integration of geological, geochemical and geophysical data. Kenorland's management team and advisors have extensive experience in project and target generation from continent-wide area selection to deposit scale exploration across the globe. Combining the team's extensive exploration experience with an integrated approach places Kenorland in an optimal position to generate shareholder wealth through JV partnerships, generated royalties, equity positions and new discoveries. https://www.kenorlandminerals.com/ TSXV: KLD | OTCQX: KLDCF | FSE: 3WQ0 0:00 Intro 00:33 Rule Symposium insights 01:36 South Uchi Project: A New Gold Discovery 04:56 Exploration Strategies and Partnerships 13:37 $7M marketable securities 15:24 Centerra Gold deal 17:48 JV partners & industry insights 19:45 Tanacross project 22:55 Gold-focused 25:38 Catalysts Recent press release: https://www.kenorlandminerals.com/news/kenorland-minerals-provides-2025-exploration-update Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Kenorland Minerals pays Mining Stock Education a United States dollar ten thousand per month coverage fee. Kenorland's forward-looking statement found in the company's presentation applies to the content of this interview. 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/

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Dave Erfle - Junior Mining Bull Market Trends: Financings, Earnings Season, and Gold & Silver Momentum

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Play Episode Listen Later Jul 18, 2025 20:57

Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to share insights on the accelerating momentum in the precious metals sector. In this discussion we cover: Financing trends: A surge in capital flowing into PEA‑stage juniors, with major strategic partners taking large stakes in recent $30M+ financings. Sector strength: Miners and juniors showing relative strength as gold consolidates near $3,300 and silver breaks out, with the gold:silver ratio trending lower. Earnings season outlook: Why companies like Newmont could deliver significantly higher cash flow with gold ~$400/oz above Q1 levels. Copper market dynamics: Tariff-driven moves, record backwardation between U.S. and LME markets, and the potential for explorers to catch renewed investor interest. Dave also shares portfolio management insights, noting when he takes profits on big winners and where he's looking for new opportunities - particularly in copper juniors. Watch for: Signs of a sustainable bull market as financings are bought, not sold. A rotation of capital further down the food chain to riskier juniors. Key support levels: gold $3,300/$3,200 and silver $37.50, setting up for potential runs toward $4,000 gold and $50 silver later this year. Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.

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At Close of Business podcast July 15 2025

Business News - WA

Play Episode Listen Later Jul 15, 2025 13:13

Elisha Newell and Sam Jones discuss why critical supply chain black spots are leaving some of Australia's most important industries vulnerable. Plus: Trott named Rio Tinto CEO; Newmont seeks critical tailings tick; Ley: China 'not respectful' to Australia; Approval for Palmer Wines' $50m resort.

FireFly Metals (ASX:FFM) - High-Grade Copper Deposit Rescue Story Secures ~A$75M Funding

Play Episode Listen Later Jun 6, 2025 17:35

Interview with Darren Cooke, CEO, FireFly MetalsRecording date: 5 May 2025FireFly Metals has emerged as a compelling turnaround opportunity in the Canadian mining sector following its strategic acquisition of the Green Bay copper-gold project in Newfoundland. The company acquired the asset from administration in August 2023, securing an unencumbered deposit after clearing all previous debt and unfavorable contracts that had plagued the former operator.Under CEO Darren Cooke, a seasoned geologist with experience at Northern Star, Barrick, and Newmont, FireFly has transformed the project's prospects through aggressive resource expansion and strategic infrastructure planning. The company has grown the resource base by 50% from 40 million tons to 60 million tons through a comprehensive 90,000-meter drilling program, with recent results indicating the ore body extends at least 200 meters beyond current boundaries.The previous operator's failure stemmed from a fundamental infrastructure mismatch—operating a 500,000 ton per annum processing plant against a 40+ million ton resource. Cooke illustrated the problem succinctly: "So it would take 80 years to actually process what they had when we bought it." FireFly's solution involves building a right-sized 1.8 million ton per annum processing plant on-site, eliminating transport costs and reducing port access from 140 kilometers to just 6 kilometers.The project's high-grade nature, averaging approximately 2% copper with gold credits, provides significant economic advantages over large-scale porphyry deposits that require decades and billions in capital for development. Recent market conditions further support the project's value proposition, with negative treatment charges reflecting strong demand for quality copper concentrate.FireFly recently completed a $77-80 million capital raise led by institutional investors from Canada, the US, and London, with BlackRock as the largest shareholder. This funding provides runway through feasibility studies and early construction phases, positioning the company for rapid production timeline in a jurisdiction known for favorable mining conditions and skilled workforce availability.Learn more: https://www.cruxinvestor.com/companies/firefly-metalsSign up for Crux Investor: https://cruxinvestor.com

Skeena Gold & Silver (TSX:SKE): Permits, Refinancing, and Feasibility - Catalysts Lining Up.