Podcasts about PGM

Interview with Nick Smart, CEO of ValOre Metals Corp.Our previous interview: https://www.cruxinvestor.com/posts/valore-metals-tsxvvo-pitch-perfect-november-2025-8623Recording date: 3rd December 2025ValOre Metals is executing an ambitious transformation from single-asset platinum-palladium explorer into an integrated precious metals producer operating across Brazil. Under CEO Nick Smart—an Anglo American veteran with 21 years of experience building and commissioning operations globally—the company is pursuing a dual-track strategy: advancing the flagship Pedra Branca PGM project towards production whilst acquiring near-term cash-flowing assets to accelerate transformation into a diversified producer.The platinum-palladium market has shifted dramatically from anticipated decline to structural deficit. Contrary to earlier predictions that electric vehicles would eliminate PGM demand, hybrid vehicles—now representing a larger automotive segment than pure EVs—actually require higher loadings of platinum and palladium in autocatalysts due to smaller engines operating at lower temperatures. This has created steady demand whilst years of low prices discouraged new supply investment.South Africa holds 90% of global PGM resources, but ageing deep-level operations face mounting operational challenges and costs. With relatively few development-stage projects globally and extended timelines for new supply even once financed, the supply deficit appears structural. Global platinum production approximates 6 million ounces annually—a fraction of gold's 120 million ounces—meaning modest demand shifts drive significant price impacts. Industrial catalyst applications and jewellery substitution for record-priced gold provide additional demand support.ValOre's Pedra Branca project in Ceará State, Brazil, offers compelling economics compared to traditional PGM operations. Most significantly, mineralisation extends to surface, enabling open-pit mining rather than the expensive 600-800 metre deep underground operations characterising South African production. This provides substantial cost advantages—open-pit mining is cheaper and faster to develop than underground operations requiring massive shaft infrastructure investment.The Pedra Branca project holds a 2.2 million ounce inferred resource at 1.08 grams per tonne, with higher-grade ore near surface providing advantages for early production economics. The asset spans 50,000 hectares with mineralisation extending over 80 kilometres, suggesting expansion potential. Infrastructure advantages—stable jurisdiction, excellent access, supportive government policies—compound the geological benefits.Accelerated Development PathwayValOre is leveraging Brazil's trial mining licensing programme, which allows demonstration-scale operations at approximately one-tenth of planned full capacity. For Pedra Branca, targeting eventual production of 150,000 ounces annually, the trial mining phase would operate at approximately 15,000 ounces per annum. Following a preliminary economic assessment by end-2026 and an 18-month construction period, the company expects H2 2028 production. This phased approach reduces capital intensity, enables operational refinement, and generates cash flow supporting subsequent expansion.ValOre is actively pursuing Brazilian precious metal projects (particularly gold assets) that have completed trial mining but require capital for full production. The company targets acquisitions in early 2026 that would provide production that same year, ramping through 2027-2028 as Pedra Branca advances. As a Discovery Group-backed entity with North American capital access, ValOre can provide financing that Brazilian-domiciled companies struggle to secure.Acquiring projects with existing operational teams, completed engineering work, and functioning demonstration plants accelerates production whilst building internal capability. This dual-track approach—near-term production via M&A alongside Pedra Branca development—aims to transform ValOre from explorer to diversified producer within compressed timeframes across multiple Brazilian operations, establishing production profile whilst maintaining leverage to potential PGM price recovery.View ValOre Metals' company profile: https://www.cruxinvestor.com/companies/valore-metalsSign up for Crux Investor: https://cruxinvestor.com

Brethren, this Short Talk Bulletin Podcast episode is brought to us by MW Bro Russ Charvonia, PGM – CA. This Short Talk was adapted from a pamphlet published by the Grand Lodge A. F. & A. M. of Illinois, entitled “What can a Mason tell a non-Mason about Masonry? Enjoy, and please do share this and all of these Podcast episodes with your brothers and your Lodge, and this one especially with any non-Masons who are interested.

In the future near-peer and peer fight, salvo competition and missiles will be the preeminent means by which one country will kinetically overwhelm the other in a fight. I discuss the way the US Navy is in an existential hazard of being woefully under-prepared to meet the threat if Western forces go toe toe with regional hegemons in the East or West. Let's anticipate the disasters now that are the Spanish in the English Channel in 1588, the British Royal Navy at Jutland in 1916, and the discovery in WWII all these battleships were not really capital ships, or had adequate armaments, yet their political dimensions compel not only their continuous construction but are the most devastating when lost. The aircraft carrier has been a signature component of US naval power and prestige for more than a century. The utility has continued to diminish since the end of WWII. The tremendous disadvantage of putting so much manpower and treasure into these single use leviathan systems in the modern world of distributed missile and PGM systems, emerging near-peer & peer adversaries and concentration of power in vulnerable systems is a recipe for future disaster. The US Navy surface fleet is in tatters and shattered by readiness, maintenance and armament issues that are critical indicators of a navy totally unprepared. It's time to clean house and fire the admirals and SES personnel. More on the carrier dilemma in Chasing Ghosts Episode #034 and Dispatch #006. References: Pro Publica: The Navy Accused Him of Arson. Its Own Investigation Showed Widespread Safety Failures. 2017 USN Ship Collisions Gregory Vistica Fall from Glory: The Men Who Sank the U.S. Navy Michael Junge Crimes of Command: in the United States Navy, 1945-2015 Gerry Doyle Carrier Killer: China's Anti-Ship Ballistic Missiles and Theater of Operations in the early 21st Century David Lee Russell Early U.S. Navy Carrier Raids, February-April 1942: Five Operations That Tested a New Dimension of American Air Power Jeff Vandenengel Questioning the Carrier: Opportunities in Fleet Design for the U.S. Navy Jeff Vandenengel interview on Midrats with CDR Salamander Ivan Gogin Fighting ships of the PEOPLE LIBERATION ARMY NAVY 1949 - 2023 Jerry Hendrix Retreat From Range: The Rise and Fall of Carrier Aviation Pacific War in WWII James D. Hornfischer Neptune's Inferno: The U.S. Navy at Guadalcanal James D. Hornfischer The Fleet at Flood Tide: America at Total War in the Pacific, 1944-1945 Ian W. Toll Pacific Crucible: War at Sea in the Pacific, 1941-1942 Ian W. Toll The Conquering Tide: War in the Pacific Islands, 1942–1944 Ian W. Toll Twilight of the Gods: War in the Western Pacific, 1944-1945 Jeffry R. Cox Rising Sun, Falling Skies: The Disastrous Java Sea Campaign of World War II Jeffrey R. Cox Morning Star, Midnight Sun: The Early Guadalcanal-Solomons Campaign of World War II August–October 1942 Jeffrey R. Cox Blazing Star, Setting Sun: The Guadalcanal-Solomons Campaign November 1942–March 1943 Jeffrey R. Cox Dark Waters, Starry Skies: The Guadalcanal-Solomons Campaign, March–October 1943 Samuel Eliot Morrison The Two-Ocean War: A Short History of the United States Navy in the Second World War My Substack Write me at cgpodcast@pm.me

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Odd Fellowship isn't something that can be joined casually.  It requires a certain amount of effort to be expended on behalf of those joining the lodge to fill out an application, pay the application fee, and proceed through the interview and initiation.  For the applicant, this process should ensure that they get an opportunity to find out about the nature of the lodge to which they are applying.  For the lodge, this process should help them decide if this applicant should become a candidate for membership and, ultimately, a member.  For the process to work as intended, the Interviewing Committee must do a thorough job of investigating the applicant and find out if they will make a good member of the lodge.  Just like in many other areas of Odd Fellowship, however, that doesn't always happen as intended.  Too many lodges treat the Interview as a formality; a speed bump on the path to getting as many people in the lodge as possible as quickly as possible.  Ray Jackson, PGM of Illinois, joins us to talk about the application and interviewing process and how it is supposed to go when done properly, and some of the ramifications of it not going properly.  The Shoutout goes to another West Virginia Lodge, Harrisville #99.  In the Odd Podge, Toby previews his upcoming 50th Birthday Party (hint: it's also a fundraiser), Ray remembers a departed long-time member in Illinois, Ainslie shares the positive outcomes of holding an open meeting at his lodge, and Mike talks about visiting Ainslie's lodge for that open meeting—and then gives us all a shocking surprise!

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Watch on YouTube Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The company's chief executive Phoevos Pouroulis joins Vox to provide more detail on the results and to outline what the plans for growth mean for the company.

QUÈ HI HA DE 9? - PGM 09 - 28-11-25 by EL 9 FM / La Veu de Sant Joan / Ona Codinenca / Ràdio Cardedeu

Pell de gallina - PGM 08 by EL 9 FM / La Veu de Sant Joan / Ona Codinenca / Ràdio Cardedeu

Please Support “Unshackled” at PGM.org

Mining analyst Peter Major unpacks Anglo's outlook, the PGM surge, Zimbabwe's “juicy” gold payback, and how Transnet still holds the industry hostage.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

QUÈ HI HA DE 9? - PGM 08 - 21-11-25 by EL 9 FM / La Veu de Sant Joan / Ona Codinenca / Ràdio Cardedeu

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Brethren, this Short Talk Bulletin Podcast episode was written and is brought to us by MW Bro George Braatz, PGM and PGS – OH, as well as Past Executive Secretary of the Masonic Service Association of North America. Here we find an excellent discussion of two four-letter words that are important to Masons. Enjoy, and […]

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Pacific Garden Mission” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

There's been plenty of buzz around Sidney Resources Corp. (OTCID: SDRC), and we're here to cut through the noise. CEO Sean-Rae Zalewski and COO & Treasurer Dan Hally join Stocks to Watch to share what's driving the company's momentum and to spotlight the potential of the Warren Mining District in Idaho.From the reasons why there aren't gold bars yet, to the progress on polymetallic separation involving platinum group metals, gold, silver, and rare earth elements, this in-depth interview covers everything investors need to know as Sidney Resources advances its strategy. Learn more about the company's opportunities for revenue, its plans to progress from explorer to developer and producer, and more.Learn more: https://sidneyresources.com/Watch the full YouTube interview here: https://youtu.be/eCXLPUus8rIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

As precious and critical minerals shape the future, Sidney Resources' (OTC Pink: SDRC) is strategically positioned for long-term growth with its diversified polymetallic portfolio.In this interview, three key members of Sidney Resources' leadership team, CEO Sean-Rae Zalewski, COO & Treasurer Dan Hally, and Project Geologist Steve Dobson, share insights into the factors driving the company's upward trajectory. From strategically located mining claims that offer a distinct advantage to their development plans and timeline, this conversation provides investors with an exclusive look at Sidney Resources' ongoing progress in exploring and advancing the Warren Mining District of central Idaho.Discover how Sidney Resources is unlocking value from Idaho's gold, silver, platinum group metals (PGMs), and rare earth elements (REEs) in the full video.Explore: https://sidneyresources.com/Watch the full YouTube interview here: https://youtu.be/w3zRqbOFg14And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

“Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Securing domestic supplies of critical and precious metals starts by supporting the right projects. Sidney Resources (OTCID: SDRC) stands out with a strong portfolio that includes the Warren District Project and the Walla Walla Project in Idaho. In this interview, CEO Sean-Rae Zalewski discusses the company's unique mineralization profile of gold, silver, PGMs, and rare earth elements (REEs) in the Warren District Project, along with the production timeline and the strategic decision to expand operations for greater regional control.Discover how Sidney Resources is turning potential into progress in the full video.Check out their website: https://sidneyresources.com/Watch the full YouTube interview here: https://youtu.be/T5huV5fZyukAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia