Podcasts about pgms

Phil Richey grew up on Michigan State's campus and raised in the world of horticultural. He knew from an early age that he'd follow in his family's foot steps and find a career in the green industry. Phil has called Purdue University home for almost two decades now. Here's what you'll hear in this week's episode:  Phil's Turf Origin Story  "other duties as assigned" Data and speaking the language  The impact of PGMS  A little bit more about our guest...  Phil Richey earned his horticulture degree from Michigan State University before running his own grounds business. Phil was a Grounds Manager at Purdue University for 15 years before being promoted to Director of Grounds. Phil has been a PGMS member since the 1990's! 

Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand

President, Michael Gildea, and Vice President of PGMS, Vince Jagodzinski joined Meg in Louisville during the annual Professional Grounds Management Society Conference. The trio discuss the importance of being involved in industry groups and the imacpt it can have your career. Here's what you'll hear in this week's episode:  Recapping the conference and theme of PGMS  How industry organizations can transform your career  Partnership between PGMS and SFMA  LEAD: Leadership Education Cohort Program powered by PGMS  A little bit more about our guests...  Michael Gildea is the President of PGMS and Director of Horticulture for the Chevy Chase Club.  Vince Jagodzinski is the Vice President of PGMS and Grounds and Field Testing Manager for Stanley Black and Decker. 

Live from the PGMS annual conference in Louisville Kentucky, Paula and Sun join Meg to officially kick off conference season! The trio reflect on how industry groups have impacted their lives professionally and personally. Here's what you'll hear in this week's episode:  An update on the World Listening Tour  The impact PGMS and other industry groups can have on your career  PGMS + SFMA partnership  Book club update  A little bit more about our guests... Paula Sliefert is the newly appointed Chief Executive Officer of The Sports Field Management Association and Executive Director of the Professional Football Field Managers Association. Paula spent almost 18 years in sports turf and grounds management marketing space before accepting this new role. Sun Roesslein is a certified sports field manager with over 20 years of experience. Today she is the immediate past president of SFMA and Women in Turf Team leader.

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

This Weekend Show dives deep into one of the most volatile stretches for gold and silver in decades. With massive intraday swings and investor sentiment whipsawing, Cory and Shad bring on Mike Larson and Rick Bensignor to dissect what's really happening - from retail speculation and momentum exhaustion to technical triggers and institutional behavior. Both guests share practical frameworks for investors navigating the chaos, and insights into what comes next for metals, equities, and the broader market.   Segment 1 & 2 - Mike Larson, Editor in Chief at MoneyShow, joins us to dissect the wild swings in gold and silver. He sees a likely short-to-intermediate consolidation rather than a bull-market top, and lays out how to navigate momentum—separating traders from long-term investors, using risk controls and staged exits, watching key support levels, and tracking the dollar, rates, and policy-driven critical-minerals news. Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/   Segment 3 & 4 - Rick Bensignor, president of Bensignor Investment Strategies and writer of the institutional newsletter Supposedly Irrelevant Factors (and In The Know Trader products) wraps up the show discussing buying silver and palladium on the recent pullback while remaining bullish on precious metals, explains silver's breakout and backwardation dynamics, anticipates a short-term 5-8% equity market correction before another rally fueled by money-market outflows, and analyzes the growing retail influence and shift toward 60/20/20 portfolios favoring alternative assets like gold, crypto, and PGMs. Click here to visit the In The Know Trader website - https://intheknowtrader.com/   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   -------------- 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 may own shares in companies mentioned.

We have new drill results from Magna Mining's Levack Mine. Sierra Madre Gold and Silver are commencing exploration work. Integra Resources published their Q3 production numbers. G Mining's Oko West Mine buildout is a go. Tocvan Ventures discover more targets at Gran Pilar. There is management changes at Minera Alamos.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

Kearabilwe Nonyana of PrimeXBT discusses the day's market moves, including the gold price, PGMs, investor sentiment, earnings numbers coming out of the US, and the ongoing AI trade. SAfm Market Update - Podcasts and live stream

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

Stephen Grootes speaks to Bernard Swanepoel, Chair of the Joburg Indaba and former mining executive, about key takeaways from Day One - from how global geopolitics are reshaping South Africa’s mining landscape and the renewed importance of PGMs and gold, to what’s on the agenda tomorrow, including coal’s evolving role, reviving diamond mining, updates on Eskom and Transnet, and investor confidence ahead of the Minister’s address. In other interviews, Dion Chang, CEO and Co-founder of FluxTrends, unpacks how social media may have reached its breaking point as platforms drown in outrage and AI-generated content. Chang reflects on whether September 2025 marks the moment social media “jumped the shark,” shifting from a space for connection to a noisy digital wasteland. With Meta and OpenAI launching new AI-driven video platforms, he questions whether users really want more synthetic content - or if they’re turning away in search of authenticity. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Bernard Swanepoel, Chair of the Joburg Indaba and former mining executive, about key takeaways from Day One - from how global geopolitics are reshaping South Africa’s mining landscape and the renewed importance of PGMs and gold, to what’s on the agenda on Wednesday including coal’s evolving role, reviving diamond mining, updates on Eskom and Transnet, and investor confidence ahead of the Minister’s address. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Simon Brown of Just One Lap runs us through the day's market developments, the JSE taking a turn late in the day, profit-taking from PGMs, the dollar, the rand, the latest out of Washington, US jobs data, and the Naspers deal with Just Eat Takeaway. SAfm Market Update - Podcasts and live stream

Petri Redelinghuys of Herenya Capital Advisors discusses the day's markets moves, the gold price, PGMs, trying to price the market, finding opportunities within the local market, and the rand. SAfm Market Update - Podcasts and live stream

Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.I'll keep it simple. I think Jason is building the next multi-billion dollar mining company.He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job.Give this podcast a listen and let me know what you think.DISCLOSURE: NICU IS MY SECOND LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE.Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

This weekend's KE Report dives deep into the resource sector — from transformative North American mining deals to the investment forces driving gold, silver, and PGMs. Matt Geiger of MJG Capital breaks down the implications of headline M&A transactions and royalty sales, while Jeff Christian of CPM Group examines precious metals price drivers, demand trends, and market myths.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segments: Segment 1 & 2 - Matt Geiger, Managing Partner at MJG Capital, joins to discuss a series of major resource sector deals, including Minera Alamos' acquisition of the Pan Mine and Gold Rock from Equinox, Altius Minerals selling part of its Arthur Project royalty to Franco-Nevada, and Hudbay bringing Mitsubishi in as a partner on its Copper World project in Arizona, sharing insights on valuation, permitting risk, jurisdiction diversification, and the broader implications for M&A in mining and royalty companies. Click here to visit the MJG Capital website to learn more about Matt's fund   Segment 3 & 4 - Jeff Christian, Managing Partner at CPM Group, discusses how heightened political and economic uncertainty is driving investment demand in gold and silver, with both metals trading near record levels despite volatility. He outlines ETF inflows, futures positioning, and moderating central bank purchases, dispels misconceptions about silver supply deficits, and shares CPM's outlook for higher silver prices and potential pullbacks in platinum and palladium as recent speculative surges unwind. Click here to visit the CPM Group website to learn more about the firm.   

Stanley Black and Decker's Manager of Grounds and Field Testing, Vince Jagodzinski, brought us along for a day in his life in Valley City, Ohio! We sat down with Vince at the end of the day to hear his full turf origin story and the things that have kept him rooted in the industry since day one. Here's what you'll hear in today's #GroundskeeperChat:  A journey through Vince's career in the industry  Vince's pitch to the next generation or someone looking for their next adventure  How the turf industry has supported Vince in his career  Vince's philosophy that has kept him grounded throughout all the changes A little bit more about our guest... Vince Jagodzinski has spent decades in the green industry, what started as a landscape business with his brother evolved in a sports turf gig at the University level, which ultimately brought him to where he is today with Stanley Balck and Decker. Vince is an active member of PGMS and advocate for more grounds managers and crews to participate in industry associations.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 326th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Gerardo and Nick dive deep into the Epstein files controversy—what was promised, what was exposed, and what was ignored. “If you're still partisan at this point, you're an idiot,” says Nick. Also discussed: General Flynn's rebuke of Trump, Elon's America Party, and Druckenmiller's warning that the U.S. is next. Gold soared after Trump floated firing Jerome Powell, then backtracked. “This is what happens when you throw everything at the wall to see what sticks.”Market Takes - Gold jumped $25 intraday. Silver and PGMs surged. Why? Because Trump threatened to fire Powell, markets panicked, and the Fed's credibility was rocked again. The pair discuss bond yields, inflation, and the implications of America's growing debt bomb. They recap how Trump's first stimulus helped launch the current commodity cycle—and why today's policies are turbocharging it. Gold, silver, copper, and uranium are all structurally bullish, with M&A heating up and premiums forming across the board. Bizarro Banter - Nick recaps the Rick Rule Symposium in Boca Raton, sharing insights from speakers like Grant Williams, Danielle DiMartino Booth, Nomi Prins, and Rick Rule himself. The return of institutional capital and $180 resort haircuts. Apple's $500 million investment into MP Materials is discussed in detail—including what it means for rare earths, recycling, and who might be next. Nick hints that other big tech firms could follow. Gerardo speculates about automakers striking lithium-cesium-gallium supply deals with Patriot Battery Metals.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46fA5060:00 Introduction0:06 Macro Musings: Epstein Cover-Up. Trump vs. Deep State. Powell in the Crosshairs.14:19 Market Takes: Gold Breakout. Bond Chaos. Commodity Supercycle.25:45 Bizarro Banter: Rick Rule Recap. Apple Backs MP. Patriot Battery's Future.46:39 Premium Portfolio Picks: Two Lithium Stocks. Two Gold Stocks. A Quantum Computing Play. (You need to subscribe to Bizarro World Live to get this section) Details here: https://bit.ly/46fA506PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/46fA5062. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

We joined the Professional Grounds Management Society's Regional Conference in Cleveland, Ohio for a LIVE Groundskeeper Chat. We were joined by six guests, all with engaging turf origin stories, who shared their passion for the industry and why groups like PGMS make it special.  Tune in to hear from Eric Harshman, Michael Gildea, Vince Jagodzinski, Aaron Griffith, Bill Quade and Daniel Bangert. 

‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.

Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG's Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.

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

Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon's take: Why all-time highs shouldn't scare smart investors – and might even be a green light.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 320th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Elon Musk breaks from Trump in a dramatic public feud that could reshape the political landscape. Nick and Gerardo weigh in on what it means for markets, fiscal policy, and the fate of the dollar. Gold finds a floor near $3,300 as debt and inflationary pressures mount. The bond market remains the elephant in the room—with a risk of detonating everything from 401ks to government credibility.Market Takes - Silver breaks out to 13-year highs, and Gerardo says one of his favorite juniors could triple this summer. Copper, platinum, palladium—all running. Gold outperforms Bitcoin. The guys lay out why safe haven metals and industrial commodities are both getting bid—and why the base metals bull might just be getting started.Bizarro Banter - A Disney vacation turns into a mining lesson. Gerardo links Avatar's "unobtanium" to America's rare earth dependency. They talk Star Wars, Starlink, and why Disney rides are a reminder that resource nationalism is real. Also: Palantir's creepy national database plan, Corey Booker's Nazi moment, and a Kanye West tweet for the ages.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3FEaa7r0:00 Introduction1:15 Macro Musings: Musk Breaks With Trump, Bond Market Risk8:12 Market Takes: Silver Soars, Gold Holds $3,300, Copper Breaks $526:24 Bizarro Banter: Avatar, Rare Earths, and Palantir's Database34:49 Premium Portfolio Picks: Uranium and PGMs. A Pizza Play. (You need to subscribe to Bizarro World Live to get this section) Learn more here: https://bit.ly/3FEaa7rPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here: https://bit.ly/3FEaa7r2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Terence Hove of Exness discusses how the markets moved today, looking at the rand, the gold price, PGMs, the JSE hitting new highs – and where to from here? SAfm Market Update - Podcasts and live stream

This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike's results, Omnia's cash pile (and SARS headache), and what falling bond yields mean for SA. In this episode:

Interview with Jason Jessup, CEO of Magna Mining Inc.Our previous interview: Recording date: 4th June 2025Magna Mining. presents a compelling investment opportunity as one of the few junior mining companies delivering immediate copper production with clear pathways to operational scaling. Following the February 2025 acquisition of the McCreedy West mine in Ontario's Sudbury basin, the company generated positive cash flow of $300,000 in its first operational month while producing 790,000 pounds of copper equivalent—results that exceeded management expectations during what was effectively a three-week transition period.The company's operational success validates its production-focused strategy in a market where most copper juniors remain years away from meaningful revenue generation. CEO Jason Jessup, who previously operated McCreedy West during peak production periods exceeding 2,500 tons daily, brings proven expertise to optimize operations. The company has already implemented operational improvements including expanded shift schedules and contractor-supported development work to increase production capacity and workplace access.Magna Mining's recent $33.5 million financing round, comprising $23.5 million in convertible debentures and $10 million equity secured, provides working capital for operational optimization and growth initiatives. The company plans to invest $5-10 million this year in capital development at McCreedy West, focusing on sustainable expansion rather than short-term cash maximization. This disciplined approach positions the company for long-term value creation while maintaining financial flexibility.The company's competitive advantage extends beyond current production to include four additional fully permitted past-producing mines with combined NI 43-101 resources exceeding 50 million tons of copper, nickel, and PGM mineralization. The adjacent Levack mine offers particular near-term growth potential with recent drilling revealing high-grade copper zones of 24% copper plus PGMs within 200 meters of surface in previously unmined areas. An internal restart study for Levack is expected in Q4 2025, with a new resource estimate anticipated by end of Q3 2025.Magna Mining's bootstrap growth model differentiates it from capital-intensive development projects requiring multi-billion dollar investments and multi-year construction timelines. The company can fund expansion through operating cash flow, minimizing shareholder dilution while maintaining control over development timing. This approach appeals to institutional investors seeking copper exposure without the execution risks associated with large-scale development projects.The Sudbury jurisdiction provides additional competitive advantages including stable regulatory framework, established infrastructure, and access to skilled labor from the region's 180,000-person population with extensive mining experience. Established customer relationships with Vale and Glencore ensure secure off-take arrangements and predictable revenue streams.Strong institutional backing supports the investment thesis, with over 50% institutional ownership including 21% held by Dundee Corp, whose leader Jonathan Goodman serves on Magna Mining's board. Management and board retain approximately 10% ownership, aligning interests with shareholders.As CEO Jessup noted, "No one has what we got like we have a producing mine in the best jurisdiction I would say in North America for copper and nickel mining and four other fully permitted past producing mines." This unique combination of immediate production, scalable growth opportunities, and reduced development risk positions Magna Mining as an attractive copper investment in a supply-constrained market where traditional development projects face increasing capital and execution challenges.With $38 million cash on hand and clear catalysts including quarterly production reports and the upcoming Levack study results, Magna Mining offers investors a de-risked pathway to copper sector exposure with multiple value creation opportunities.View Magna Mining's company profile: https://www.cruxinvestor.com/companies/magna-miningSign up for Crux Investor: https://cruxinvestor.com

Faheema Adia of Momentum Investments runs us through the day's market moves, PGMs running higher on the platinum price, the commodities cycle, news out of Jubilee Metals, the gold price, and benefitting from dollar weakness. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments runs us through the day's market developments, Chinese interest rates, resources trading stronger, jewellery demand, Sasol's Capital Markets day, the rand continuing to strengthen, and PGMs. SAfm Market Update - Podcasts and live stream

Sasfin's David Shapiro runs us through the day's market developments, the weaker dollar, US getting a downgrade from Moody's, the rand, continued uncertainty, Sasol, PGMs, and the gold price. SAfm Market Update - Podcasts and live stream

Compass, episode 13Our previous interview: https://www.cruxinvestor.com/posts/why-smart-money-is-chasing-mining-royalty-companies-7032Recording date: 28th April 2025The investment landscape has settled into a period of relative calm following an eventful first quarter marked by new tariff policies from the Trump administration. Markets currently appear to be in a holding pattern, waiting for the next significant catalyst, according to recent discussions between Samuel Pelaez and Derek Macpherson of Olive Resource Capital.This temporary market lull provides an opportunity for investors to reassess positioning, particularly in the gold sector, which is demonstrating remarkable strength. Q1 reporting reveals impressive performance from leading gold producers, with Agnico Eagle generating $6.7 million in daily free cash flow during Q1 at an average gold price of $2,900. With gold now trading around $3,400, daily free cash flow could potentially exceed $10 million, showcasing the significant operating leverage gold producers have to metal prices.The fundamentals driving gold stocks are increasingly attractive to professional investors. Agnico Eagle posted year-over-year revenue growth of 36% in Q1, outpacing even successful tech companies that typically grow at around 20% annually. Despite this strong performance, valuations remain compelling, with Agnico Eagle estimated to be trading at a free cash flow multiple of 10-15 times.Generalist investors are beginning to take notice, with Newmont ranking as the third-best performing stock in the S&P 500 year-to-date, up approximately 45%. This investment cycle typically begins with generalists purchasing large-cap gold producers, followed by capital flowing to mid-caps, developers, and eventually explorers – a pattern that appears to be in its early to middle stages currently.Several macroeconomic factors continue to support gold, including upcoming debt ceiling negotiations and budget discussions in Congress, which could drive market volatility in the coming months. Additionally, the U.S. dollar, described as "significantly oversold," may experience a temporary rebound that could create short-term volatility in gold prices, potentially offering buying opportunities.Olive Resource Capital maintains approximately 50% of its assets in gold and platinum group metals (PGMs), focusing on highest-conviction names. The company also sees potential in PGMs, which are currently out of favor but face fundamental supply constraints with production dominated by South Africa and Russia.With ongoing fiscal challenges, potential monetary policy adjustments, and geopolitical uncertainties likely to persist through 2025, the fundamental case for gold as both a portfolio diversifier and growth opportunity remains compelling. Investors who can look beyond short-term price movements to focus on quality assets and management teams are well-positioned to benefit from this developing investment cycle.Sign up for Crux Investor: https://cruxinvestor.com

Don Weatherbee, CEO of REGENX is committed to promoting environmentally responsible practices for recovering and regenerating platinum group metals back into raw materials from end-of-life catalytic converters. What is this process? (PGMs are-Platinum, Rhodium, Palladium, Osmium, Iridium, Ruthenium)

¿Oportunidad en los PGMs? Análisis de metales del grupo del platino + Resultados de HP. En este vídeo Albert analiza a fondo el sector de los PGMs (Platinum Group Metals), un conjunto de metales estratégicos clave para la industria tecnológica y energética. ¿Están infravalorados? ¿Hay oportunidad de inversión en 2025? Además, repasamos los resultados trimestrales con Edgar de HP y su posible impacto en el sector. No olvides suscribirte y activar la campana para no perderte nada. ➡️Apúntate al Research de LWS desde menos de 1,5 € al día https://lwsfinancialresearch.substack.com/ ══════════════ NUEVOS CURSOS ABIERTOS: ➡️ Curso Avanzado de Inversión en Bolsa: https://locosdewallstreet.com/producto/curso-avanzado-inversion-en-bolsa/ ➡️ Curso de Fundamentos y Productos de Renta Fija CON BME: https://locosdewallstreet.com/producto/curso-fundamentos-y-productos-de-renta-fija-3/ ══════════════ ESTRENAMOS CURSO GRATUITO: ➡️ Curso de Introducción a la Inteligencia Artificial: https://locosdewallstreet.com/form-registro-curso-gratis-ia/ Ebook GRATUITO de opciones: https://locosdewallstreet.com/form-descarga-ebook-curso-gratuito-opciones/ ══════════════ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/AY6ybTX3md ══════════════ Í : Síguenos en Twitter: https://x.com/LocosWallStreet https://x.com/lwsresearch https://x.com/EFernandezVidal https://x.com/ahidalgoa SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. Analizar muy detenidamente y con precisión cualquier inversión. En caso de duda consultes con un asesor financiero certificado por CNMV Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #PGMs #Inversión #Bolsa #Metales #HP #ElSanedrín #LocosDeWallStreet #MercadosFinancieros #Tecnología

Interview with Luis Azevedo, Chairman & CEO of Bravo Mining Corp.Our previous interview: https://www.cruxinvestor.com/posts/bravo-mining-tsxvbrvo-copper-gold-discovery-in-tier-1-pgm-project-in-brazil-5938Recording date: 4th March 2025Bravo Mining Corp represents an exciting opportunity for investors to gain exposure to the clean energy transition through a world-class platinum group metals (PGM), copper, and gold asset in the heart of Brazil's mining industry. The company's 100%-owned Luanga project, located in the renowned Carajás Mineral Province, has rapidly emerged as one of the largest and highest-grade palladium-platinum deposits globally, with a resource that has tripled to over 15 million ounces in just two years. Even more tantalizing is Luanga's copper-gold potential, with Bravo recently discovering bonanza-grade mineralization reminiscent of the IOCG deposits that built mining giants like Vale and Anglo American.The Luanga project boasts a number of key attributes that enhance its economic and development potential. First and foremost is the sheer scale and grade of the PGM resource. At 15 million ounces and growing, Luanga already ranks among the largest PGM deposits in South America. Importantly, the resource starts right at surface, with 86% of the ounces sitting in the first 250 meters depth. This suggests a low-cost, open-pit operation could be in the offing. Furthermore, with less than 10% of this massive land package systematically explored, Luanga likely has much more to give.While the PGM story alone would merit serious investor attention, the recent copper-gold discovery at Luanga makes Bravo impossible to ignore. Drill results like 11 meters of 14.5% copper and 3 g/t gold would be the envy of any major miner. The exploration model of choice for such mineralization are IOCG deposits, which are responsible for the bulk of Brazil's copper and gold production. These deposits are prized for their large size and polymetallic nature, often hosting economic quantities of copper, gold, silver, PGMs, and rare earths. With a land package of nearly 9,000 hectares, Bravo has an opportunity to consolidate a new copper-gold district in the heart of the Carajás.To advance these exceptional assets, Bravo has assembled a topnotch technical team with an unparalleled track record of discovery and development in Brazil. CEO Luis Azevedo and his colleagues were involved in several major discoveries in the country, giving them keen insights into the local geology and what it takes to operate there. Bravo also enjoys strong support from both the government and local community, a social license that is absolutely critical in today's mining industry. The Brazilian government has thrown its weight behind Luanga, placing it in an accelerated permitting program to bring the critical metals to market as quickly as possible.Lastly, Bravo has the financial strength to deliver on its ambitious plans. With $25 million in the bank, the company is fully funded to expand the PGM resource, advance engineering studies, and aggressively explore the copper-gold discovery. Major shareholders like Blackrock, Tembo, Franklin, and RCF have thrown their support behind management, recognizing the immense value creation potential at Luanga. As the company hits key milestones and proves out the polymetallic nature of the project, investors can look forward to a steady stream of catalysts.As the world electrifies and decarbonizes, metals like palladium, platinum, and copper will become ever more critical. Already, the Brazilian government is taking steps to secure its own supply of these vital elements. For investors, Bravo Mining offers a unique opportunity to participate in this generational megatrend, through an exceptional asset with a world-class team behind it. With drills turning, permits in hand, and a historic bull market for green metals ahead, Bravo has all the ingredients to become a major player in the industry.View Bravo Mining's company profile: https://www.cruxinvestor.com/companies/bravo-miningSign up for Crux Investor: https://cruxinvestor.com

Kea Nonyana from Scope Prime discusses PGMs and why there's still no strong buy case, along with his biggest concerns for the year ahead. Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging agreement. BetterBond's Bradd Bendall shares insights on the noticeable recovery in South Africa's residential property market.

Todo el mundo habla de Palantir, la compañía que más ha subido del SP 500 en 2024. ¿Seguirá subiendo? ¿Ha llegado el momento de invertir en mineras de oro y PGMs? Las mineras de oro se pueden convertir en una oportunidad de invertir en bolsa muy lucrativa ya que su correlación con el oro está en mínimos. Ha presentado resultados una de las principales compañías americanas en bolsa, DISNEY, Edgar nos analiza los resultados. Repasaremos las novedades de la semana en bolsa y terminaremos con el Q&A.

This week's episode features a conversation between Rick Rule and host Adrian Pocobelli, recorded at the International Mining Symposium in London on December 1-2, 2024. During the opening investor breakfast, Rule shared his perspective on why he prefers investing in the resource sector over the S&P 500. He also emphasized the significance of understanding investor psychology in navigating the cyclical nature of mining markets. Additionally, Rule highlighted his interest in undervalued metals stocks, particularly in the nickel, lithium, and PGM sectors. All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Interview with Terry Lynch, CEO of Power NickelOur previous interview: https://www.cruxinvestor.com/posts/power-nickel-tsxvpnpn-unearthing-a-high-grade-polymetallic-gem-in-quebecs-james-bay-region-5925Recording date: 19th December 2024Power Nickel (TSXV:PNPN) has electrified the market with a major new nickel-copper-PGM discovery at its NISK project in Quebec. The company was originally exploring NISK for its high-grade nickel potential, but a wild step-out hole 5.5 km away hit a massive sulfide zone grading 1.5% copper and nearly 1 oz/ton platinum group metals (PGMs) over 8 meters. Subsequent drilling has traced this Lion Zone over 500 meters of strike length and to 500-600 meter depth, with exceptional grades of up to 7% copper equivalent over significant widths.CEO Terry Lynch believes they are just scratching the surface of a large mineralized system. "For every ton of copper sulfide you find, you find between 2-7 tons of nickel sulfides underneath, with an average of around five," he explained in a recent interview. "If we find 10, 15, 20 million tons of copper sulfide, ordinarily one would expect somewhere between 40 to 100 million tons of nickel sulfide. It's going to be big."Power Nickel already has an estimated 5-7 million tons grading 5-7% copper equivalent at Lion based on about 10,000 meters of drilling. The current 30,000 meter program aims to triple that to 15-20 million tons in 2025. Three drill rigs are turning now with a steady flow of assay results expected to start in January.The company is well funded after raising C$20 million in a financing anchored by mining magnate Robert Friedland and other billionaire backers including Rob McEwen. Power Nickel has also seen strong interest from major mining companies who are eager to secure new supplies of critical minerals like nickel and copper.Metallurgical studies are a key focus for 2025 to determine the best way to economically recover all the valuable metals in this polymetallic deposit. CEO Lynch is optimistic they can achieve good recoveries based on discussions with Friedland who has extensive experience with similar deposits in South Africa.The blue sky potential for Power Nickel is to have a world-class discovery on its hands, in the same league as giant camps like Norilsk, Voisey's Bay or Sudbury. Even at this relatively early stage, analysts ascribe a value of roughly C$100 million to the Lion Zone discovery. Lynch sees potential for a 10-bagger or more. "All great deposits get paid and this will be a great deposit," he affirmed. "Our shareholders will get what they deserve."With a monster discovery shaping up, a strong Quebec address, and lots of news flow on tap, Power Nickel has all the ingredients to charge up your mining portfolio. Drill results and metallurgy news in 2025 could provide the jolt to power shares significantly higher.

Interview with Chris Showalter, Director & CEO of Lifezone Metals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/lifezone-metals-nyselzm-powering-the-ev-revolution-with-clean-nickel-technology-in-tanzania-6232Recording date: 20th December 2024Lifezone Metals has strengthened its position in the nickel market with a significant resource upgrade at its Kabanga project in Tanzania. The company recently announced a 20% increase in contained nickel in measured and indicated resources, reaching 46.8 million tons at 2.09% nickel grade, including over 3 million tons grading above 3% nickel.The Kabanga project, which has seen over $200 million invested in drilling to date, has emerged as one of the highest-grade undeveloped nickel deposits globally. The project's resource base is notably well-defined, with more than 80% classified in the measured and indicated categories – an uncommon achievement for a development-stage project.Lifezone has made substantial progress in securing financial backing for Kabanga's development. Mining giant BHP has joined as a strategic partner, while discussions are advancing with the U.S. International Development Finance Corporation (DFC) for political risk insurance. The company has also signed an MOU with Japan's JOGMEC to facilitate nickel marketing to Japanese end-users, potentially opening doors for additional strategic partnerships.On the technical front, Lifezone has successfully demonstrated its processing capabilities, producing high-purity battery-grade nickel and cobalt products from Kabanga ore samples. This achievement marks the first time Kabanga's nickel has been processed to a final refined end-product, validating the company's hydromet processing technology.Beyond Kabanga, Lifezone is diversifying through its recycling business. The company has formed a 50/50 joint venture with Glencore to recover valuable metals, including PGMs, nickel, cobalt, and copper, from recycled batteries and end-of-life vehicles in North America. This venture aims to streamline the currently fragmented battery recycling supply chain through vertical integration.CEO Chris Showalter emphasizes the strategic importance of Kabanga's high-grade resource in an increasingly competitive market, particularly given Indonesia's dominant position in global nickel supply. The project's superior grade is expected to enable lower-cost production and reduced environmental impact compared to peers.The investment case for Lifezone Metals centers on its exposure to growing nickel demand from the electric vehicle sector, anchored by a high-grade resource and clear financing strategy. With both the Kabanga project and recycling business advancing, near-term catalysts include the completion of Kabanga's definitive feasibility study, financing milestones, and recycling business developments.View Lifezone Metals' company profile: https://www.cruxinvestor.com/companies/lifezone-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Jason Jessup, CEO of Magna Mining Inc.Our previous interview: https://www.cruxinvestor.com/posts/magna-mining-tsxvnicu-unlocking-value-in-sudburys-high-grade-copper-nickel-projects-5062Recording date: 10th December 2024Magna Mining is set to acquire the McCreedy West copper mine and other Sudbury assets from KGHM in a transformational $9.3 million deal expected to close in Q1 2025. The acquisition includes the producing McCreedy West mine, two mines on care and maintenance (Levack and Podolsky), and five exploration properties in the Sudbury Basin.McCreedy West, currently producing 317,000 tonnes annually at 1.6% copper, will serve as the foundation for Magna's growth strategy. The underground mine features three distinct zones: a nickel-rich Main zone, copper-dominant 700 Complex, and PGM-rich PM zone. Magna plans to optimize and expand production from the current 900 tonnes per day to 1,500 tonnes per day by the end of 2025, potentially generating $20-40 million in free cash flow by 2026.The company has outlined an ambitious development sequence, using McCreedy West's cash flow to fund the restart of the historic Levack mine in 2026. Levack contains a high-grade resource of 700,000 tonnes at 4% copper, 1% nickel, and 4-5 g/t PGMs. During its previous operation under FNX Mining, Levack consistently produced exceptional grades of 8-10% copper with significant precious metal credits.Magna's growth strategy extends beyond these initial assets. The company plans to advance its 100%-owned Crean Hill project, with a pre-feasibility study scheduled for H2 2025 and potential production by 2027. By year-end 2027, Magna envisions operating three mines in commercial production, with Podolsky representing a fourth future opportunity.The acquisition particularly resonates with Magna's management team, led by CEO Jason Jessup, who previously operated these assets at FNX Mining. Under their management, FNX transformed similar non-core INCO assets into a $1.5 billion company that was later acquired.Beyond the production potential, Magna sees significant exploration upside, particularly in the 2-kilometer trend between McCreedy West and Levack. This underexplored footwall environment has historically yielded high-grade discoveries, and the company expects to announce a new discovery within two years.The strategy aligns with growing copper demand driven by global electrification trends. S&P Global forecasts copper demand to double to 50 million metric tons by 2035, driven by electric vehicles, renewable energy infrastructure, and grid modernization. With established infrastructure in the tier-one Sudbury jurisdiction and access to multiple processing facilities, Magna is positioning itself to capitalize on these favorable market fundamentals while minimizing capital requirements through staged development of its asset portfolio.View Magna Mining's company profile: https://www.cruxinvestor.com/companies/magna-miningSign up for Crux Investor: https://cruxinvestor.com

In this episode, we have a returning guest who appeared back in March 2022 (episode 226). Alan Clegg whose had a long and established career in mining for over 4 decades working in various aspects of metals & minerals value chain from exploration through to mine closure, including financing of projects, projects management & projects construction & execution, he's done it all. He also published more than 20 technical papers & presented at numerous international conferences and today talks about a variety of topics including precious metals, PGM's, the energy transition, ESG and more. Some controversial topics with valid explanations but with truth always in Alan's mind. KEY TAKEAWAYS Gold has historically been viewed as a store of wealth, with its price fluctuations often reflecting the depreciation of fiat currencies rather than changes in its intrinsic value. Recent trends show a significant increase in gold prices, driven by global economic uncertainties and increased central bank purchases. Silver is primarily an industrial metal, with significant demand stemming from its use in electronics and solar panels. The market is currently facing a deficit, and retail interest in silver is growing as more individuals seek affordable ways to invest in precious metals. The platinum group metals (PGMs) market has experienced volatility due to shifts in automotive technology, particularly the transition from internal combustion engines to electric vehicles. Despite this, there is a projected market deficit for platinum, indicating potential future value. The so-called "green transition" is not a true transition but rather an addition of energy sources. The demand for critical minerals, particularly for battery production, is expected to outpace supply, raising concerns about the feasibility of fully replacing fossil fuels with renewable energy sources. BEST MOMENTS "Gold has been seen as a store of wealth for more than 5,000 years... an ounce of gold today is still an ounce of gold, despite price fluctuations." "The current estimates suggest that China may have as much as 30,000 tons of gold... a hedge against fiat currency failure." "The silver market is facing a net deficit of around 700,000 to 800,000 ounces in 2024, which is quite large." "For every thousand deposits of metals and minerals that we discover, only one or two become tier one producing mines." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org GUEST SOCIALS alan@ukwazi.com https://www.linkedin.com/in/alan-m-clegg-pr-eng-00227a9/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job. Give this podcast a listen and let me know what you think. DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Interview with Chris Showalter, Director & CEO of Lifezone Metals Ltd.Recording date: 7th November 2024Lifezone Metals is an emerging battery metals company offering investors unique exposure to the electric vehicle (EV) supply chain. The company's key asset is the Kabanga nickel-cobalt project in Tanzania, which ranks as one of the largest and highest-grade undeveloped nickel sulphide deposits globally (25.8 Mt measured and indicated resources at 2.63% Ni, 0.35% Cu and 0.2% Co with additional 14.6 Mt Inferred resources) and would become a globally significant source of responsibly produced battery metals.What sets Lifezone apart is its proprietary hydrometallurgical technology, which allows the company to optimally process ore and unlock value from complex deposits. Lifezone's ability to design bespoke process flow sheets positions it to become a "solution provider" to the industry. The company aims to not only develop Kabanga but also deploy its technology to other projects via partnerships, generating a royalty stream.Lifezone's strategy is significantly de-risked through its partnerships with two mining majors. BHP has invested $100 million for the Kabanga project, with an option to increase to 60% and a floor valuation of 7x the project's post-DFS NPV. This provides downside protection and validates the project's world-class potential. Separately, Lifezone has a 50/50 joint venture with Glencore to apply its hydromet technology to recycling PGMs from autocatalysts in the US.Completion of the Kabanga DFS in H2 2024 is a major near-term catalyst. This will firm up project economics and trigger BHP's option to increase its stake. Concurrently, Lifezone is negotiating offtake agreements with parties like Japan's JOGMEC, which will underpin project financing. The company has a clear pathway to a fully funded Final Investment Decision by leveraging BHP's investment, debt financing, and its offtake rights.The investment opportunity is buoyed by Kabanga's potential to supply the lowest carbon intensity nickel to Western EV makers. With a projected CO2 footprint of 3-5t per tonne of nickel vs. the much higher levels of Indonesian producers, Lifezone is well-positioned to earn a "green premium". This is increasingly important as EV makers look to reduce their Scope 3 emissions and diversify from Chinese-controlled supply chains.Lifezone's assets are located in Tanzania, which is highly prospective for nickel but previously considered high-risk. However, the government has taken significant steps to improve the investment climate, including launching a mining tax review and committing to infrastructure development. Tanzania's progress, combined with BHP's backing, substantially mitigates jurisdictional risk.In summary, Lifezone presents a differentiated battery metals investment leveraged to the EV revolution. The company's large, high-grade resource base, clean processing technology, and top-tier partnerships create a compelling risk-reward proposition. With a value-accretive pathway to production and multiple near-term catalysts on the horizon, Lifezone is well-positioned to deliver shareholder returns as the world electrifies.View Lifezone Metals' company profile: https://www.cruxinvestor.com/companies/lifezone-metalsSign up for Crux Investor: https://cruxinvestor.com

It's a semi green Monday and Nick and Brett are back to talk metals markets. PGMs are hanging in there and the guys share their opinions on what the next few months will look like. Produced by Recycled Media.

Interview with Derrick Weyrauch, President & CEO of GT Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/copper-gaining-traction-investors-positioning-for-the-upswing-5616Recording date: 12 September 2024GT Resources presents an intriguing opportunity for investors seeking exposure to the critical metals sector, which is poised to benefit from the global transition to clean energy and sustainable technologies. As an exploration stage company focused on copper, nickel, and platinum group metals (PGMs) in Europe and Canada, GT Resources is strategically aligning its portfolio with the materials essential for the green economy.One of GT Resources' key strengths is its strategic partnership with mining giant Glencore. This relationship not only provides crucial financial support but also serves as a strong vote of confidence in the company's projects and management. Derek Weyrauch, President and CEO of GT Resources, highlighted that Glencore has provided financial backing multiple times over the past 18 months, enabling the company to pursue its exploration programs despite challenging market conditions.The company's project portfolio includes two notable assets that investors should keep an eye on. First, the Canalask nickel project in Finland, where GT Resources recently completed an exploration program. Results from this program are pending and could serve as a significant near-term catalyst for the company's stock. Second, the North Rock copper project in Ontario, acquired through the purchase of MetalCorp last year. This project boasts a historic resource of a million ton and 1.2% copper according to Weyrauch, and the company plans to advance it with geophysics work scheduled to begin later this year.GT Resources' focus on copper, nickel, and PGMs is well-timed to capitalize on emerging trends in the automotive industry. Wush provided interesting insights into the potential for hybrid vehicles to drive PGM demand in the near term, as these vehicles require both batteries and catalytic converters. This perspective suggests that the company's PGM assets could benefit from a more gradual transition to fully electric vehicles than some market observers predict.Financially, GT Resources demonstrates prudent management in a challenging market for junior explorers. The company recently raised $1.8 million through a structured financing, with Glencore taking 100% of the back end at a premium to mitigate dilution. This tactical approach to financing allows GT Resources to continue its exploration activities while maintaining financial stability.While the junior mining sector faces challenges, including market volatility and financing difficulties, GT Resources' diversified portfolio and strategic approach to exploration and financing help mitigate these risks. The company's focus on critical metals essential for the green energy transition positions it well to potentially benefit from long-term demand growth in these commodities.As with any investment in the junior mining sector, thorough due diligence is essential. While GT Resources offers exposure to in-demand metals and benefits from a strong strategic partnership, investors should be aware of the inherent risks associated with exploration-stage companies and the cyclical nature of commodity markets.Investors considering GT Resources should closely monitor upcoming news releases, particularly regarding exploration results from the Canalask project and advancements at the North Rock copper project. These developments could serve as significant catalysts for the company's valuation. Additionally, keeping an eye on broader market trends in critical metals and the adoption rates of hybrid and electric vehicles could provide context for the company's long-term prospects.View GT Resources' company profile: https://www.cruxinvestor.com/companies/palladium-one-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Luiz Azevedo, Chairman & CEO of Bravo Mining Corp.Our previous interview: https://www.cruxinvestor.com/posts/bravo-mining-tsxvbrvo-accelerating-to-pgm-production-in-brazil-4471Recording date: 12th September 2024Bravo Mining Corp. is emerging as a noteworthy player in the critical minerals sector, focusing on its flagship Luanga platinum group metals (PGM) and base metals project in Brazil's prolific Carajás Mineral Province. Led by CEO and Chairman Luis Azevedo, the company is strategically positioned to capitalize on the growing demand for PGMs, driven by their use in hybrid vehicles, while also benefiting from a recent high-grade copper discovery.The Luanga project currently boasts a substantial PGM resource of 9.8 million ounces (including indicated and inferred categories), with an updated mineral resource estimate expected in Q1 2025. This update is anticipated to show growth in the overall resource size while maintaining similar grades. Importantly, recent deep drilling has demonstrated the potential for resource expansion at depth, with mineralization confirmed to at least 450 meters.A significant development for Bravo Mining is the recent copper discovery at Luanga, with one drill hole intersecting 11 meters at 15% copper with 3 g/t gold. This high-grade copper mineralization adds a new dimension to the project and could significantly enhance its economics. The company is actively following up on this discovery with additional drilling.Bravo Mining benefits from Luanga's strategic location in an established mining region with well-developed infrastructure, including roads, power lines, and a supportive government. This existing infrastructure is expected to reduce future development costs and enhance the project's overall economics. The company has also made steady progress on the permitting front, with full permitting anticipated by 2025.Financially, Bravo Mining is well-positioned with approximately $25 million in cash as of the interview date. This strong cash position provides ample resources for continued exploration and development activities without immediate funding pressure. The company has demonstrated efficient capital deployment, having completed nearly 120,000 meters of drilling for about $30 million since going public.The macro environment for PGMs and copper appears favorable. There's growing recognition of PGMs' importance in hybrid vehicles, which are gaining traction as an intermediate step in the global energy transition. Simultaneously, copper demand is poised for significant growth driven by increased electrification across various sectors. Geopolitical challenges in traditional producing regions like South Africa (for PGMs) and Chile and Peru (for copper) are prompting miners and investors to seek new, stable jurisdictions for resource development.Brazil is attracting increased attention as a mining investment destination, with Azevedo noting a rise in international mining companies operating in the country. The pro-mining stance of the government and the country's overall stability contribute to its appeal.For investors, Bravo Mining offers exposure to both PGMs and copper in a favorable jurisdiction. Key catalysts to watch include the upcoming resource update in Q1 2025, ongoing results from copper zone exploration, and progress on permitting milestones. While the company appears well-positioned, investors should be mindful of risks associated with resource definition, permitting processes, and future capital requirements for project construction.Overall, Bravo Mining's Luanga project represents an intriguing opportunity in the critical minerals space, with potential for significant value creation as the company advances its PGM resource and explores the newly discovered copper mineralization.View Bravo Mining's company profile: https://www.cruxinvestor.com/companies/bravo-miningSign up for Crux Investor: https://cruxinvestor.com

Summary In this episode of JSE Direct, Simon Brown discusses various topics including the troubles faced by Anglo Platinum, the performance of leisure stocks, Anglo Gold Ashanti's* acquisition of an Egyptian gold miner, and the impact of two pot withdrawals. He also touches on the future of PGMs, the growth of electric vehicles, and the psychology of markets.  Takeaways Anglo Platinum is facing challenges as Anglo American wants to get rid of their stake, causing a sell-off in the market. Anglo Platinum weekly chart The PGMs market is uncertain, with palladium and platinum prices experiencing fluctuations. The World Platinum Council projects a second year of meaningful platinum deficits, with jewelry demand expected to rise. The growth of electric vehicles is impacting the demand for PGMs, but the market is still uncertain. Investors should wait for positive price action before considering investments in PGMs. Anglo Gold Ashanti's acquisition of an Egyptian gold miner raises questions about the use of equity and the future of gold prices. Two pot withdrawals have resulted in over 4 billion rand being withdrawn from the market. Leisure stocks, such as City Lodge and Sun International, have mixed performance, with City Lodge experiencing lower occupancy rates. The growth of sports betting raises concerns about its impact on poorer individuals and the fairness of the industry. Sound Bites "Anglo Platinum has a problem which is perhaps a little more unique than just the PGMs." "There is that initial overhang. A whole lot of people will get Anglo-Platinum shares and say, 'I don't want these' and sell it." "The World Platinum Council is saying we're gonna have deficit again, that's the important point." Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order Chapters 00:00 Challenges for Anglo Platinum and the PGMs Market 02:22 The Future of PGMs and the Impact of Electric Vehicles 07:54 The World Platinum Council's Projections 09:16 The Diminishing Role of Internal Combustion Engines 11:09 The Impact of Low Prices on Production 14:55 Anglo Gold Ashanti's Acquisition and the Use of Equity 17:56 Pot Withdrawals and their Effect on the Market 19:18 Performance of Leisure Stocks: City Lodge and Sun International 19:42 Concerns about Sports Betting and its Impact 20:10 Upcoming Events: Investment Goals and the Psychology of Markets