Podcasts about PGM

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

In this episode of The Midweek Takeaway, Phil Carroll and Kevin Hornsby are joined by Leon Coetzer, CEO of Jubilee Metals, to discuss major developments in the Company's copper strategy in Zambia and the proposed sale of its South African Chrome and PGM operations. Leon outlines the integrated mine-to-metals platform, strong H2 performance at the Roan concentrator, and expansion plans at Munkoyo and Project G. He also shares insights on the Large Waste Tailings project and Jubilee's non-dilutive growth strategy as it builds a scalable copper production portfolio. Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast. 

Jeff Phillips, President of Global Market Development, and an activist investor in the junior resource space, joins me for a behind-the-scenes look at how he evaluates opportunities in mining stocks and the types of management teams and share structure that he likes to see to participate in their financings.   In this conversation we cover a lot of ground from gold, silver, and copper explorers and prospect generators, to reviewing past wins and current cycles with rare earths, lithium, and PGM companies. Jeff states that we have left the “lazy river” stages of the resource sector and have been entering into the more exciting ride of a larger commodities bull market.   Jeff has been involved in the natural resource space for the last three decades, and is a large strategic shareholder of over a dozen junior companies, and still a significant shareholder in a number of other mining stocks. Jeff also serves as a technical consultant and advisor to several companies in the junior resource space, working on improving their messaging to the marketplace, roster of investors, and liquidity. Even though he doesn't do many public-facing interviews or write in widely followed publications, Jeff is one of the most influential and well-respected people in the business. You'll often see him hard at work at mining conferences, doing his due diligence and connecting people to one another.   The companies we discuss in this interview are: Regulus Resources (TSX-V: REG) (OTCQX: RGLSF), Aldebaran Resources (TSX-V: ALDE) (OTCQX: ADBRF), Patriot Battery Metals (TSX: PMET) (OTCQX: PMETF), Bravo Mining (TSXV: BRVO) (OTCQX: BRVMF), GreenLight Metals (TSXV: GRL) (OTC: GRLMF), Kincora Copper (ASX: KCC) (TSXV: KCC), Almadex Minerals (TSX-V: DEX) (OTC: AAMMF), Headwater Gold (CSE: HWG) (OTCQB: HWAUF), and Kingsmen Resources (TSXV: KNG) (OTCQB: KNGRF).  

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

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what's next for stablecoins in Africa's cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

In this interview, we introduce Tero Kosonen, Chairman & CEO of FinEx Metals (TSX.V:FINX), a newly listed exploration company with five projects in northern Finland, highlighted by the Ruoppa Project. FinEx is part of the NewQuest group, known for backing discovery‑driven exploration companies like Headwater Gold and Inflection Resources. Key discussion points: Strategic land position: Ruoppa lies just 17 km from Agnico Eagle's Kittilä Mine and near Rupert Resources' high‑grade Ikkari discovery. Exploration progress: Four years of groundwork including geophysics, trenching (highlight grab sample of 95.1 g/t Au), and top‑of‑bedrock drilling. Upcoming catalysts: A fully permitted maiden drill program starting in days (12-14 holes, ~2,500m) with results expected by mid‑September to early October. Strong team & infrastructure: Led by experienced Finnish geologists with excellent government relationships and support, operating in a region with roads, power, and year‑round access. Portfolio beyond gold: Additional permitted projects include nickel‑PGM‑cobalt targets in eastern Lapland with potential for partnerships. FinEx is well‑funded (~C$4M treasury) and positioned in one of the world's most prospective yet underexplored belts. Investors are watching closely for early drill results that could signal a new discovery. If you have any follow up questions for Tero please email us. Fleck@kereport.com and Shad@kereport.com.  Click here to visit the FinEx Metals website to learn more about the Company.

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray shares insights on succession planning in the evolving banking landscape.

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

Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

The Year So Far

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Please Support “Unshackled” at PGM.org

Please Support “Unshackled” at PGM.org

Please Support “Unshackled at PGM.org

Please Support “Unshackled” at PGM.org

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

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