POPULARITY
Our previous interview: https://www.cruxinvestor.com/posts/record-metal-prices-creating-mining-acquisition-wave-6893Recording date: 31st March 2025Resource nationalism and political risk have emerged as critical considerations for mining investors, particularly as jurisdictional differences in permitting timelines create significant competitive advantages. According to industry executives Samuel Pelaez and Derek Macpherson of Olive Resource Capital, these factors are reshaping investment strategies in the gold-copper sector.Western Australia stands out as a premier mining jurisdiction globally, with permitting processes taking just 1-2 years compared to the 5-10 years historically required in the United States. This efficiency creates substantial economic advantages for projects in favorable regions.Recent developments in the U.S. mining sector could transform this dynamic. President Trump's Mineral Production Order aims to expedite mining permits, potentially triggering what experts describe as a "renaissance in U.S. mining" over the next 3-4 years. Companies including Mako Mining, Minera Alamos, and Trilogy Metals are already positioning themselves to capitalize on this regulatory shift.While rule of law is considered a binary factor in investment decisions, executives emphasize it can change unexpectedly. Mali, Panama, and Bolivia demonstrate how previously favorable jurisdictions can quickly become challenging. As Macpherson notes, "We want things to stay the same," highlighting investors' fundamental desire for stability.Beyond the U.S., several jurisdictions are gaining favor. Guyana's recent oil discoveries have funded infrastructure improvements while creating demand for job-producing mining projects. Brazil continues demonstrating reasonable permitting timeframes, while Morocco has emerged as a surprising new mining destination.The discussion emphasizes that resource nationalism impacts strategic metals like copper and rare earths even more significantly than gold, creating opportunities for projects in western jurisdictions as nations seek to secure domestic supply chains.For investors, the implications include prioritizing projects in stable jurisdictions with efficient permitting, considering the timing advantage for U.S. projects under the current administration, evaluating management teams for jurisdiction-specific experience, and distinguishing between risks to developers versus producers.Sign up for Crux Investor: https://cruxinvestor.com
Hercules Metals announced new step-out drill results from its Hercules Property in western Idaho. Trilogy Metals announced results for its Preliminary Economic Assessment for the Bornite copper project in the Ambler Mining district of Alaska. Prime Mining reported expansion drill results at the new “Tahonitas Footwall” discovery from the Company's Los Reyes Project in Mexico. Vizsla Copper reported results from a completed induced polarization survey across parts of the Poplar South Target at the Poplar project in British Columbia. Avino Silver and Gold says underground development at its 100%-owned La Preciosa Property has commenced following receipt of all required permits for mining operations. This episode of Mining Stock Daily is brought to you by... Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/ Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value. https://www.calibremining.com/
Interview with Tim Moody, President & CEO of Pan Global Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/pan-global-resources-pgz-drilling-cu-sn-and-cu-au-targets-in-spain-3279Recording date: 27th October 2023For investors seeking copper exposure with significant upside potential, Pan Global Resources merits close consideration. Pan Global is advancing a portfolio of high-quality copper projects in Spain, anchored by the new Romana discovery.Romana is an emerging tier-one asset, with some of the best copper grades ever intersected in the prolific Iberian Pyrite Belt. The initial discovery holes put Pan Global firmly on the radar of major miners active in the region. Ongoing drilling continues to expand the zone, which remains open in multiple directions. The current 25-hole program will support defining a maiden resource estimate in 2024. Significant resource growth is likely from further drilling.Beyond Romana, Pan Global has built a pipeline of prospective copper targets across its holdings in Spain. These provide substantial opportunities for additional discoveries in underexplored terrain with proven mineralization. The standout is Cañada Honda, where initial drilling returned high-grade copper over significant widths. Follow-up drilling will be a priority following the recently closed $6M financing.Pan Global's leadership team has extensive technical and capital markets experience. The group has a track record of success, including major discoveries in Spain and Argentina. Their measured approach to advancing projects and creating shareholder value instils confidence.The Company has also forged strong relationships with major miners active in the region like Trilogy Metals. These connections provide third-party validation and strategic opportunities. As Pan Global continues to add resources and make new discoveries, interest from potential acquirers is likely to accelerate.With a tight share structure of just over 160M shares outstanding, relatively few quality copper assets at Pan Global's stage, and a renewed focus on resources in low-risk jurisdictions like Spain, the Company is poised to re-rate substantially. The recent oversubscribed financing attracted key new institutional investors who recognize this potential.The capital markets environment remains challenging for junior resource companies. However, Pan Global's copper projects tick all the boxes that quality-focused resource investors are prioritizing. As sentiment improves, the Company is sure to attract increasing attention. The secured financing provides a runway through 2024, allowing progress while awaiting a broader market recovery.For investors seeking a high-impact copper opportunity, Pan Global Resources presents an ideal risk/reward proposition. The world-class assets in mining-friendly Spain provide incredible discovery potential. Meanwhile, the proven team inspires confidence in their ability to systematically unlock value. As Pan Global continues hitting exploration milestones, the opportunity for substantial share price appreciation is outstanding.—View Pan Global Resources' company profile: https://www.cruxinvestor.com/companies/pan-global-resourcesSign up for Crux Investor: https://cruxinvestor.com
Tony Giardini of Trilogy Metals joins the podcast for the first time to revisit the Arctic Project story along with its Bornite Project.
We report the latest drill results from NGEx Mineral, Enduro Metals and Trilogy Metals. American Pacific Mining returns to Gooseberry. Arizona Sonoran receives more financing from Rio Tinto Nuton. Calibre Mining reported record-breaking Q1. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
We have important technical reports from Ivanhoe Electric, Calibre Mining, Hecla Mining and Trilogy Metals today. Exploration updates from Cartier Resources, Meridian Mining, and Vizsla Silver. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
We have an access road update from Trilogy Metals. Exploration news from BeMetals, District Metals and Goliath Resources. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com.
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He analyzes AMC Movie Theater and Eric Sprott's financing of Hycroft Mining and its subsequent 10-fold move in the past two weeks. Joe shares the significance of Barrick working with the Pakistan government to advance the massive Reko Diq copper-gold project. He comments on Rio Tinto's all-cash offer to acquire Turquoise Hill Resources. Joe addresses the Biden administration's challenging of Trilogy Metals' road permit and the frustrating trend of the current US government's increasing unfriendliness to mining projects. He explains why the Gatos Silver disaster occurred and why narrow vein mining is so difficult. Furthermore, Joe offers insights on how the Russia-Ukraine-NATO conflict affects commodities investors. Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 0:00 Introduction 0:30 $AMC & Eric Sprott financing $HYMC 4:14 $HYMC FOMO? 7:02 No general jr mining stock lift from $HYMC promo 8:46 $RIO cash offer to acquire $TRQ 11:15 $GOLD advancing Reko Diq copper-gold project in Pakistan 15:25 $TMQ road permit issue unfairness 22:47 Russia-Ukraine-NATO conflict's effect on commodities 27:02 Narrow-vein mining challenges: $GATO Articles & press releases dealing with topics discussed in this interview: https://www.riotinto.com/news/releases/2022/Rio-Tinto-Makes-All-Cash-Proposal-to-Acquire-Full-Ownership-of-Turquoise-Hill https://www.reuters.com/world/asia-pacific/barrick-agrees-deal-with-pakistan-waive-11-bln-penalty-restart-reko-diq-2022-03-20/ https://www.marketwatch.com/story/trilogy-metals-shares-tumble-on-alaskan-project-permit-suspension-request-271645627900?mod=mw_quote_news https://www.cnbc.com/2022/03/15/theater-chain-amc-uses-funds-raised-during-meme-craze-to-buy-a-gold-miner.html https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/us-copper-mines-get-riskier-as-biden-stalls-resolution-land-swap-63017271 https://www.wsj.com/livecoverage/russia-ukraine-latest-news-2022-03-08/card/nickel-market-sent-on-wild-ride-by-russia-concerns-oepHo6J9PSoxNNoOCbZf Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible.
Lots of news today on St. Patty's Day. New drill results form Integra Resources, Palladium One, Surge Copper and Trilogy Metals. Elemental Royalties has a new gold stream on their books. Yukon's Coffee project receives key approval. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/
The Dept. of Interior puts a pause on Trilogy Metals' Ambler Access Project. Lots of new drill results, including the latest from Benchmark Metals, Surge Copper, & New Pacific Metals. Corporate updates from K92 Mining, Arizona Sonoran and i-80 Gold. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/
Elemental Royalties has another update regarding the company rejecting the hostile bid. We have exploration news from Rugby Mining, Thesis Gold, TDG Gold, Palladium One and District Metals. Trilogy Metals has an approved plan and budget for 2022 summer field work. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/
Trilogy Metals' CEO Tony Giardini sat down with us for a sponsor update. He gave us an upbeat appraisal of the company's latest developments. Trilogy recent struck 12% copper eq, “an extraordinary result.” Rising copper/gold/silver prices have increased the net present value of the Arctic project to over $2.7 billion. While inflation is affecting all mining concerns, Trilogy isn't seeing much of an increase in its proposed capital expenditures. Trilogy is still among the lowest cost potential producers in the world with all-in cash costs of $0.98 of payable copper (current spot price is over $4). At present, the market seems oblivious to Trilogy's rising value and vastly improved project economics. Tony believes that this won't continue for much longer and sees a future re-rate as likely. Additionally, the company recently upped its resource estimate of its Bornite Project. There's over 6 billion of pounds of copper (indicated and inferred) so far. They've also upped their cobalt estimate to over 88 million pounds. The company is increasing its outreach to local and indigenous peoples. The effort was slowed down by the global health concerns, but will soon kick into high gear. With a planned 10,000-meter drill program budgeted at $28.8 million, Tony believes that 2022 will be a milestone year for Trilogy Metals. Ticker Symbol: NYSE/TSX – TMQ Company Website: www.TrilogyMetals.com
Trilogy Metals' CEO Tony Giardini provides an overall update on the company's progress, upcoming catalysts/news flow and how the company plans to advance in 2022. The Arctic project continues to impress as it advances towards permitting. The 2021 Arctic drill campaign saw the third best hole intercept of 19.91m of 11.76% CuEq. Tony stated: “The 2021 drilling campaign confirms that the Arctic Project has some of the highest grades of polymetallic mineralization in the world with copper-equivalent grades frequently in the double digits. The copper-equivalent grades at Arctic rival some of the high-grade copper projects in Africa, while being in one of the most stable mining jurisdictions in the world.” 0:00 Introduction 1:15 Arctic project advances 4:05 Well-capitalized JV partnership with South32 5:40 South32 sees a copper district potential 8:10 Trilogy begins exploration on 100%-owned properties 10:26 Arctic project next steps 14:22 TMQ share price action Ticker: TMQ in Toronto and New York https://trilogymetals.com/ Press releases discussed: https://trilogymetals.com/news-and-media/news/additional-results-from-the-2021-drill-program-at-the-arctic-project-includes-third-best-drill-hole-intersection-at-arctic/ https://trilogymetals.com/news-and-media/news/first-results-of-the-2021-drill-program-at-the-arctic-project-received-mineralization-extends-beyond-proposed-arctic-pit/ https://trilogymetals.com/news-and-media/news/trilogy-metals-begins-exploration-on-claims-outside-the-ukmp/ 3D Animation Video of Trilogy's Arctic Deposit: https://youtu.be/Vg5WTv8vIts Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The forward-looking statement found in Trilogy's most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Visit our website for our full disclaimer.
We have new drill results form District Metals, Cassiar Gold, & Nevada King Gold. Corporate strategic updates from Taseko Mines, Trilogy Metals, Arizona Sonoran, and Riverside Resources. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.
We share the latest drill results from Great Bear Resources, Emerita Resources, ValOre Metals, and Maple Gold Mines. Also, the latest from Trilogy Metals.
We checked in with Trilogy Metals' CEO Tony Giardini for a sponsor update. Preliminary work on the access road has continued unabated. When completed it will connect the Ambler Mining District to the famed Dawson Highway. The company has been focused on spelling out the benefits that area residents will realize when the road is completed. As a private toll road, it will never be open to the public; Trilogy will have exclusive use, thus mitigating environmental concerns. Currently, shipping costs to the neighboring remote towns are quite costly. It is expected that upon completion, residents will incur lower prices on many goods and commodities. Additionally, the mine will lead to greatly increased employment opportunities for thees communities. Presently 2/3 of the Trilogy's employees are locals. Weather and health concerns have temporarily slowed the pace of drilling. However, Giardini expects that Trilogy will soon be able to make up for lost time. Alaska Governor Mike Dunleavy recently visited the mine site to emphasize the project's importance to the state. All interested parties are fully engaged. The company continues to be well capitalized with over $100 million in the bank and it will easily be able to finance its share of additional road development and exploration costs into the foreseeable future. Giardini is pleased with the pace of progress. In a project of this immense scale, there are many moving parts and everything takes time. The good news is that things are moving ahead and the pieces are starting to fall into place. Company website: www.TrilogyMetals.com Ticker Symbol on NYSE-American and TSX: TMQ
Trilogy Metals' CEO Tony Giardini provides an update on the company's progress and how the company is advancing in 2021. Exploration and development of the Ambler mining district in Alaska is the Trilogy's focus via its 50/50 JV with its partner South32. Tony stated, “As far as the district potential as a whole, we've only really begun to scratch the surface”…“we're in a really good position right now because we haven't been in this position, where we've been cashed up, where we have $140 million to focus on the district. And that's what we're really looking to do. It's how do we create value for our shareholders? And I mean, all of our shareholders, South32 included, in terms of finding more in the district. And we think there's lots of satellite deposits. And we also think there's lots of opportunities at Bornite. So that's what's really exciting right now. And we think it's going to be a fabulous drill season this year.” 0:00 Introduction 1:14 Copper projects must be developable 3:15 Necessary components to advance copper projects 4:42 South32's stated relationship with TMQ 7:07 Exploration plans 11:14 Cobalt met work advancement? 12:04 Bornite deposit and exploration potential 13:17 Arctic project current NPV US$2.6B after-tax 16:43 TMQ share price performance commentary 18:57 Alaska & TMQ partnerships Ticker: TMQ in Toronto and New York https://trilogymetals.com/ 3D Animation Video of Trilogy's Arctic Deposit: https://youtu.be/Vg5WTv8vIts Twitter thread mentioned in intro: https://twitter.com/flaschinger/status/1399353765426249733 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The forward-looking statement found in Trilogy's most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Visit our website for our full disclaimer.
Trilogy Metals (sponsor) has been ceaselessly working to develop Alaska’s Ambler mining district, which has a huge high grade copper deposit of over 4%, along with large amounts of gold, silver, lead and zinc. They’re benefitting greatly from record high copper prices. The company is extremely well capitalized, with over $80mm in liquidity and a major joint venture partner - South 32. We got an update from President/CEO Tony Giardini. He’s planned 15000 meters of drilling for this year, financed by a huge $27mm budget. Tony explained the highly positive affects that high copper and gold prices have had on the latest FS (feasibility study). He indicated that the project's NPV (net present value) had nearly doubled to $2 billion and that it’s IRR (internal rate of return) was now over 40%. We also got a status update on the connector road that will link the company’s projects to the famed Dawson Highway. It’s all systems go. The appropriate state agencies have budgeted funds, along with Trilogy, to commence work and all interested parties are working hard behind the scenes to make this project a reality. TMQ’s share price has responded accordingly, recently making new 52 week highs, nearly double it’s 52 week low. While this is a longer term project, its success is greatly enhanced by the world’s insatiable demand for copper. In the transition to an electrified future, Trilogy will play a vital role. www.trilogymetals.com Tickers - TSX/NYSE-MKT: TMQ
Trilogy Metals (sponsor) has been ceaselessly working to develop Alaska’s Ambler mining district, which has a huge high grade copper deposit of over 4%, along with large amounts of gold, silver, lead and zinc. They’re benefitting greatly from record high copper prices. The company is extremely well capitalized, with over $80mm in liquidity and a major joint venture partner - South 32. We got an update from President/CEO Tony Giardini. He’s planned 15000 meters of drilling for this year, financed by a huge $27mm budget. Tony explained the highly positive affects that high copper and gold prices have had on the latest FS (feasibility study). He indicated that the project's NPV (net present value) had nearly doubled to $2 billion and that it’s IRR (internal rate of return) was now over 40%. We also got a status update on the connector road that will link the company’s projects to the famed Dawson Highway. It’s all systems go. The appropriate state agencies have budgeted funds, along with Trilogy, to commence work and all interested parties are working hard behind the scenes to make this project a reality. TMQ’s share price has responded accordingly, recently making new 52 week highs, nearly double it’s 52 week low. While this is a longer term project, its success is greatly enhanced by the world’s insatiable demand for copper. In the transition to an electrified future, Trilogy will play a vital role. www.trilogymetals.com Tickers - TSX/NYSE-MKT: TMQ
Trilogy Metals (sponsor) is developing a world-class poly-metallic mine in Alaska’s remote Ambler District. Billions of pounds in copper, lead, zinc gold and silver are present. High grades and low costs, combined with a management that has the will to get the job done means a big shareholder payoff. Approval to build a 120 mile project access road was granted by BLM (Bureau of Land Management) back in July. Additional progress is being made. AIDEA (Alaska Industrial Development and Export Authority) signed a Right-of-Way agreement with BLM and the National Park Service, thus clearing another hurdle. While this was going on, the Company has been busy developing the district and increasing its reserves in the face of Covid-19. Road engineering and preparation work has continued a pace, so when construction approval is granted, they’ll hit the ground running. With the magnitude of Trilogy’s Copper deposits, the project is very alligned with current political and economic disposition towards an electrified future; one that is highly dependent upon scarce copper. With a project of this scale, temporary obstacles are expected. Two lawsuits were commenced by environmental groups claiming various BLM procedural errors. We’ve been following this matter closely and are confident that everything was done to the letter of law. Such litigation happens regularly in a project of this size and should be disposed of in due course. With the firm backing of the state and federal governments, the tribal corporation and various officials on both sides of the aisle, this is a project with major support. As Alaska’s oil revenues diminish, it is looking towards responsible mining to pick up the slack. Legal matters aside, the project is moving ahead swiftly, which is why Tony is extremely optimistic and along with others has been aggressively adding to his position in the Company and that should tell you everything you need to know. Website - www.trilogymetals.com Tickers - TSX/NYSE-MKT: TMQ
Trilogy Metals (sponsor) is developing a world-class poly-metallic mine in Alaska’s remote Ambler District. Billions of pounds in copper, lead, zinc gold and silver are present. High grades and low costs, combined with a management that has the will to get the job done means a big shareholder payoff. Approval to build a 120 mile project access road was granted by BLM (Bureau of Land Management) back in July. Additional progress is being made. AIDEA (Alaska Industrial Development and Export Authority) signed a Right-of-Way agreement with BLM and the National Park Service, thus clearing another hurdle. While this was going on, the Company has been busy developing the district and increasing its reserves in the face of Covid-19. Road engineering and preparation work has continued a pace, so when construction approval is granted, they’ll hit the ground running. With the magnitude of Trilogy’s Copper deposits, the project is very alligned with current political and economic disposition towards an electrified future; one that is highly dependent upon scarce copper. With a project of this scale, temporary obstacles are expected. Two lawsuits were commenced by environmental groups claiming various BLM procedural errors. We’ve been following this matter closely and are confident that everything was done to the letter of law. Such litigation happens regularly in a project of this size and should be disposed of in due course. With the firm backing of the state and federal governments, the tribal corporation and various officials on both sides of the aisle, this is a project with major support. As Alaska’s oil revenues diminish, it is looking towards responsible mining to pick up the slack. Legal matters aside, the project is moving ahead swiftly, which is why Tony is extremely optimistic and along with others has been aggressively adding to his position in the Company and that should tell you everything you need to know. Website - www.trilogymetals.com Tickers - TSX/NYSE-MKT: TMQ
Trilogy Metals’ CEO Tony Giardini provides an update on the company’s progress and plans for 2021. He provides commentary on copper’s recent rally and addresses Trilogy’s recent share price performance. Tony shares an overview of the Arctic project’s feasibility study and discusses the Ambler mining district’s potential. He also offers an analysis of why Trilogy provides value investors an attractive investment proposition. And on that theme Tony stated, “I personally purchased 375,000 shares in the last two months, and I'll likely be adding to that position in the near term as well, and we still feel that there's lots of value to be had with respect to the story, and the assets that we have in terms of our interest in the Ambler Mining District.” 0:00 Introduction 0:58 Copper price commentary 3:35 Trilogy’s share price performance relative to copper price 7:16 Arctic Feasibility Study Overview 9:35 Ambler Mining District’s potential 12:26 Trilogy’s projects have no political baggage 14:34 Plans, budget and goals in 2021 for Ambler Metals JV 17:13 Trilogy’s EV relative to the 50% interest in Ambler Metals JV 19:38 Ambler access road approval and next steps 24:28 No near-term financing risk Ticker: TMQ in Toronto and New York https://trilogymetals.com/ 3D Animation Video of Trilogy’s Arctic Deposit: https://youtu.be/Vg5WTv8vIts Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The forward-looking statement found in Trilogy’s most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Visit our website for our full disclaimer.
When we last spoke with Trilogy Metals CEO Tony Giardini, the company was anxiously awaiting US Government approval of its 120 mile road connecting its Ambler Mining District with the famed Dawson Highway. That approval was the only thing standing between Trilogy and developing this huge mining district. And finally, after numerous delays, the approval came through and the project was green-lighted. The recently released feasibility study gives a glimpse of what's in store. Pre-tax Net Present Value (“NPV”)8% of $1.6 Billion and an Internal Rate of Return (“IRR”) of 31% for the base case. After-tax NPV8% of $1.1 Billion and after-tax IRR of 27% for the base case. At current spot metals prices of $2.94/lb copper, $1.09/lb zinc, $0.89/lb lead, $2,001/oz gold and $28.89/oz silver, the pre-tax NPV8% is $1.8 Billion and IRR is 33.8% and after-tax NPV8% is $1.3 Billion and IRR is 29.6%. As shown above there's billions in copper, zinc, lead, silver and gold just waiting to be realized. And that's without taking the massive exploration potential into account. With $145 million in the bank and global partner South 32, the road ahead is indeed paved with riches. Trilogy Website Ticker symbol TMQ on the TSX and NYSE
When we last spoke with Trilogy Metals CEO Tony Giardini, the company was anxiously awaiting US Government approval of its 120 mile road connecting its Ambler Mining District with the famed Dawson Highway. That approval was the only thing standing between Trilogy and developing this huge mining district. And finally, after numerous delays, the approval came through and the project was green-lighted. The recently released feasibility study gives a glimpse of what's in store. Pre-tax Net Present Value (“NPV”)8% of $1.6 Billion and an Internal Rate of Return (“IRR”) of 31% for the base case. After-tax NPV8% of $1.1 Billion and after-tax IRR of 27% for the base case. At current spot metals prices of $2.94/lb copper, $1.09/lb zinc, $0.89/lb lead, $2,001/oz gold and $28.89/oz silver, the pre-tax NPV8% is $1.8 Billion and IRR is 33.8% and after-tax NPV8% is $1.3 Billion and IRR is 29.6%. As shown above there's billions in copper, zinc, lead, silver and gold just waiting to be realized. And that's without taking the massive exploration potential into account. With $145 million in the bank and global partner South 32, the road ahead is indeed paved with riches. Trilogy Website Ticker symbol TMQ on the TSX and NYSE
Gold and silver were beat down yesterday. Trilogy Metals released their feasibility study for the Arctic Project in Alaska. We have new drill results from Rupert Resources, Clean Air Metals, and Nighthawk Gold. VanGold and Integra Resources also have some interesting news out this morning. We also have this week's Oreninc Weekly Update. We'd like to thank our Sponsors! Integra Resources trades on the TSX-V under ITR and the NYSE American with ITRG. Integra Resource is advancing its past producing DeLamar Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Corvus Gold is an advanced gold-silver exploration and development company focused on the North Bullfrog and Mother Lode Projects in Nevada. The company has been named a Top Five TSX gold equity performer Four of the last Seven years & a multi time top 50 OTCQX performer. Corvus Gold trades on the Toronto Stock Exchange with the symbol KOR and on the OTCQX with CORVF. Follow all the news form Corvus and its two-mine projects with fast-tracked potential via the company's website, corvusgold.com. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a robust list of project and company information on their website, rio2.com.
Tony Giardini and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here. Tony Giardini is the president and CEO of Trilogy Metals Inc. For more information about his company, please follow this link: https://trilogymetals.com/.
Tony Giardini and Rick Rule discuss the upcoming virtual 2020 Sprott Symposium. For more information and to register, please click here. Tony Giardini is the president and CEO of Trilogy Metals Inc. For more information about his company, please follow this link: https://trilogymetals.com/.
We talked with our sponsor, Trilogy Metals's new CEO Tony Giardini about the latest developments. Tony has the required skill-set to see this massive project on to completion. Most recently with a stint as CEO at Ivanhoe Mines, and before that EVP and CFO at Kinross, he brings decades of experience with similar large scale remote projects to Trilogy. As Janice Stairs, Trilogy's Chair of the Board said, "... We will greatly benefit from his wealth of experience with joint ventures and large capital projects, his proven track record of building and leading successful teams, his capital raising expertise, and his track record of executing strategies that increase shareholder value..." Next on the agenda is getting approval for the needed road that will connect the project to the Dawson Highway, which will set the stage for the mine buildout and eventual production. When asked about the recent copper price decline's affect on Trilogy, Tony indicated little concern. Production is a ways off and no matter what, the world is going to need more copper. Trilogy's cost of production will be in line with the lowest cost producers, making it profitable even at today's prices. And of course there are the credits that will accrue from gold and other metals that are present in abundant quantities at the project. The road permit could be issued in just weeks and that will be a game changer for Trilogy. It should be a major catalyst for the stock too. Then we can expect major progress towards construction of the road and the eventual completion of the mine. All in all a great place to be.
We talked with our sponsor, Trilogy Metals's new CEO Tony Giardini about the latest developments. Tony has the required skill-set to see this massive project on to completion. Most recently with a stint as CEO at Ivanhoe Mines, and before that EVP and CFO at Kinross, he brings decades of experience with similar large scale remote projects to Trilogy. As Janice Stairs, Trilogy's Chair of the Board said, "... We will greatly benefit from his wealth of experience with joint ventures and large capital projects, his proven track record of building and leading successful teams, his capital raising expertise, and his track record of executing strategies that increase shareholder value..." Next on the agenda is getting approval for the needed road that will connect the project to the Dawson Highway, which will set the stage for the mine buildout and eventual production. When asked about the recent copper price decline's affect on Trilogy, Tony indicated little concern. Production is a ways off and no matter what, the world is going to need more copper. Trilogy's cost of production will be in line with the lowest cost producers, making it profitable even at today's prices. And of course there are the credits that will accrue from gold and other metals that are present in abundant quantities at the project. The road permit could be issued in just weeks and that will be a game changer for Trilogy. It should be a major catalyst for the stock too. Then we can expect major progress towards construction of the road and the eventual completion of the mine. All in all a great place to be.
Tony Giardini will be assuming the roles of president and CEO of Trilogy Metals effective June 1st, 2020. He has served on Trilogy’s board since 2012 and knows the company and its projects very well. In this interview, Tony shares what excites him about this new role with Trilogy. He also discusses key challenges and how Trilogy plans to tackle them. Furthermore, Tony address several investor questions about Trilogy and explains the share price upside that Trilogy’s investment value proposition offers investors. Tony Giardini has extensive experience as an executive officer and key leadership team member with his previous roles as President of Ivanhoe Mines Ltd. (“Ivanhoe Mines”), a base metals development and exploration company, and as Chief Financial Officer at Kinross Gold Corporation (“Kinross Gold”), a senior gold producer. Both companies operated assets and complex international projects at various stages of development. Tony has extensive experience with joint ventures and large capital projects, including Ivanhoe’s three large development assets, Platreef, Kipushi and Kamoa-Kakula. 0:54 Introducing Trilogy’s new president and CEO Tony Giardini 2:41 Tony’s background and what excites him about this new role 5:05 What key challenges does Trilogy face over the next years? 7:03 How COVID-19 is affecting Trilogy and plans to move forward 8:34 Commentary on copper market 10:49 Arctic project has copper cash costs of only $0.15/lb. 12:30 Comparing Trilogy’s assets to Ivanhoe’s assets 15:05 What upside does Trilogy still have after performing so well in recent years? 17:27 Institutions own 77% of Trilogy’s shares 19:07 Does Trilogy have share price upside in the near-term? 20:55 Final Thoughts Ticker: TMQ in Toronto and New York https://trilogymetals.com/ Pat Donnelly (VP Corp Communications) recent presentation: https://youtu.be/i6KdRKHfFhg 3D Animation Video of Trilogy’s Arctic Deposit: https://youtu.be/Vg5WTv8vIts Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The forward-looking statement found in Trilogy’s most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Visit our website for our full disclaimer.
Pat Donnelly provides an analysis of the current copper market and provides an update on Trilogy Metals’ progress and how the company is navigating through the current crisis. Pat stated, “ there's no other assets in the world that have the quality and the grade that we do. And matter of fact there is very few good copper assets out there. So I think eventually we will be taken out [by a major miner]. The last few acquisitions of all the copper assets, have always gone for a good premium over their share price and the premium over their NAV. Regardless of the market situation, we're still running out of copper and specifically we're running out of high grade copper…[Trilogy] is an ideal story where if you like copper… we are a good call option on the medium to long term copper [price].” Pat is the Vice President, Corporate Communications & Development for Trilogy Metals and has a broad range of experience in mineral exploration, capital markets, corporate development and investor relations. 0:15 Introduction 1:20 What is going on in the copper market? 3:19 Some copper mines to remain offline after COVID-19 crisis passes? 4:36 Further copper price depression will amplify future copper bull market 5:29 Trilogy’s JV partner South32 is in excellent financial shape 8:18 EIS completed for proposed access road 9:29 Update on the CEO search? 10:46 Insiders currently buying Trilogy shares in the market 12:58 JV is fully funded; Investors have no share dilution risk for years 14:04 Summer exploration season could be impacted by current crisis https://trilogymetals.com/ Ticker: TMQ in Toronto and New York Trilogy Metals Inc. is a metals exploration and development company which holds a 50 percent interest in Ambler Metals LLC which has a 100 percent interest in the UKMP in northwestern Alaska. On December 19, 2020 South32, which is a globally diversified mining and metals company, exercised its option to form a 50/50 joint venture with Trilogy. The UKMP is located within the Ambler Mining District which is one of the richest and most-prospective known copper-dominant districts located in one of the safest geopolitical jurisdictions in the world. It hosts world-class polymetallic VMS deposits that contain copper, zinc, lead, gold and silver, and carbonate replacement deposits which have been found to host high-grade copper and cobalt mineralization. Exploration efforts have been focused on two deposits in the Ambler mining district - the Arctic VMS deposit and the Bornite carbonate replacement deposit. Both deposits are located within land package that spans approximately 172,636 hectares. The Company has an agreement with NANA Regional Corporation, Inc., a Regional Alaska Native Corporation that provides a framework for the exploration and potential development of the Ambler mining district in cooperation with local communities. Trilogy’s vision is to develop the Ambler mining district into a premier North American copper producer. Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The forward-looking statement found in Trilogy’s most-recent presentation applies to the content of this discussion. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. Visit our website for our full disclaimer.
Trilogy's Arctic Project - Ambler Mining District, has been dreamed phase for decades. The deposit includes vast amounts of copper, zinc, lead, gold and silver. There was just one problem, it's a remote stranded asset. Developing this mine has always been contingent upon building a 211 mile long road, which would connect it to the Dawson Highway. This would allow the vast riches to be transported to market. However, even though the road was specifically allowed by legislation, there was no political will to build. With lower oil prices and decreased production, that's all changed. Alaska is looking for new sources of revenue and so is NANA, a native regional corporation that is a partner in the project. It's a case of win-win-win. Trilogy wins because they get to develop these potentially profitable resources. The State wins because it gets added revenues and NANA wins because it gets a share of the profits and its members get jobs. Interim President and CEO Jim Gowans has spent his life developing these remote high value projects. He's expecting imminent approval of the Environmental Impact, which will allow road construction to begin, thus enabling the mine to finally come on line. This will be a game changer for all interested parties, especially the Trilogy's shareholders.
Trilogy's Arctic Project - Ambler Mining District, has been dreamed phase for decades. The deposit includes vast amounts of copper, zinc, lead, gold and silver. There was just one problem, it's a remote stranded asset. Developing this mine has always been contingent upon building a 211 mile long road, which would connect it to the Dawson Highway. This would allow the vast riches to be transported to market. However, even though the road was specifically allowed by legislation, there was no political will to build. With lower oil prices and decreased production, that's all changed. Alaska is looking for new sources of revenue and so is NANA, a native regional corporation that is a partner in the project. It's a case of win-win-win. Trilogy wins because they get to develop these potentially profitable resources. The State wins because it gets added revenues and NANA wins because it gets a share of the profits and its members get jobs. Interim President and CEO Jim Gowans has spent his life developing these remote high value projects. He's expecting imminent approval of the Environmental Impact, which will allow road construction to begin, thus enabling the mine to finally come on line. This will be a game changer for all interested parties, especially the Trilogy's shareholders.
At #VRIC2020 Bill Powers interviewed Elaine Sanders of Trilogy Metals to get an update on the company’s progress and upcoming catalysts. Trilogy’s joint-venture partner South32 just exercised an option to obtain 50% ownership of Trilogy’s Upper Kobuk Mineral Projects Area in Alaska. With the exercise of the option, Trilogy is receiving an influx of cash and is now fully funded through any construction decisions. Trilogy Metals is a copper-dominant, poly-metallic developer of world-class projects in Alaska’s Ambler mining district. Elaine Sanders is Chief Financial Officer and Corporate Secretary of Trilogy Metals and has more than 20 years of experience in audit, finance, and accounting with public and private companies. She has been involved with numerous financings and acquisitions, and has listed companies on both the TSX and AMEX. Elaine is responsible for all aspects of financial services, financial reporting, and corporate governance. She holds a Bachelor of Commerce degree from the University of Alberta and is a Chartered Accountant. 0:15 Introduction 1:08 Trilogy’s CFO Elaine Sanders’ background 2:14 New interim CEO Jim Gowans’ expertise 3:44 Partnership with South32 and influx of cash 7:14 Road approval status 8:03 Management is vested in Trilogy’s success 9:37 Upcoming catalysts 10:40 Thoughts on copper price 11:34 Potential challenges Ticker: TMQ www.TrilogyMetals.com Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is an MSE sponsor. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Lumina Gold announced an updated mineral resource estimate for the company’s Cangrejos Gold-Copper project in southern Ecuador. Oceana Gold said they have intersected more high-grade gold and silver mineralization during its resource definition drilling along the East Graben vein at the company’s WkP prospect in New Zealand. Trilogy Metals shared their second and final set of assay results from the eploration diamond drilling program at the Sunshine prospect, which is part of the company’s Upper Kobuk Mineral Projects located in the Ambler mining district of Alaska. Barrian Mining shared results from reverse circulation drilling at the Bolo Gold-silver project in Nevada. Precipitate Gold announced that is closed an equity financing which raised just over US$1 million. We'd like to thank our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. More information on Pacific Empire can be found at pemcorp.ca. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. The Association for Mineral Exploration British Columbia. AME advocates for and promotes a healthy business environment for its members working in mineral exploration through advocacy and leadership. AME is proud to support Mining Stock Daily as the organization leads up to January's much-anticipated Roundup Conference taking place in Vancouver, BC January 20th through the 23rd. More information about AME and the Roundup Conference can be found online at amebc.ca. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)
Trilogy Metals is on the cusp of a major expansion/transition. And renowned mining veteran CEO Jim Gowans is the man to lead them through the next phase. Trilogy's Ambler District is what he calls a stranded asset. A polymetallic project with huge amounts of copper, zinc, lead, silver and gold, it's remote location in the Arctic Circle has kept it off the radar until recently. While the resource has long been known to exist, its harsh inaccessible venue made development extremely challenging. This is exactly the type of project that Jim has brought to fruition many times in the past, as he did with the Red Dog mine located in the Northwest Arctic Borough of Alaska, just west of the Ambler District. Right now approvals are being sought for a toll road which will give road access to Ambler. Jim is one of very few managers who has the talent and experience to such a project online. South 32 the giant Aussie mining company has an option agreement with Trilogy to obtain a 50% percent interest in Ambler in exchange for $150 million, already having invested $30 million and should they exercise it (decision due in January 2020), this could be the catalyst that's needed to reset Trilogy's market value. All of this makes Trilogy Metals a stock worth your attention..
Trilogy Metals is on the cusp of a major expansion/transition. And renowned mining veteran CEO Jim Gowans is the man to lead them through the next phase. Trilogy's Ambler District is what he calls a stranded asset. A polymetallic project with huge amounts of copper, zinc, lead, silver and gold, it's remote location in the Arctic Circle has kept it off the radar until recently. While the resource has long been known to exist, its harsh inaccessible venue made development extremely challenging. This is exactly the type of project that Jim has brought to fruition many times in the past, as he did with the Red Dog mine located in the Northwest Arctic Borough of Alaska, just west of the Ambler District. Right now approvals are being sought for a toll road which will give road access to Ambler. Jim is one of very few managers who has the talent and experience to such a project online. South 32 the giant Aussie mining company has an option agreement with Trilogy to obtain a 50% percent interest in Ambler in exchange for $150 million, already having invested $30 million and should they exercise it (decision due in January 2020), this could be the catalyst that's needed to reset Trilogy's market value. All of this makes Trilogy Metals a stock worth your attention..
The price of gold shot up over its 50 day moving average on Friday. Premier Gold announced this morning that commercial production at the El Niño underground mine in the Carlin Trend of Nevada has commenced. McEwen Mining says a new high-grade occurence of gold mineralization has been found on its Stock Property which is part of the Black Fox Complex near Timmins, Ontario. Trilogy Metals shared the second and final set of assay results from the summer’s exploration diamond drilling program at the Bornite Project in the Ambler mining district of Alaska. Barrian Mining announced the results form a third drill hole form the recently completed reverse circulation drilling program at the Bolo gold-silver Project in Nevada. Cardinal Resources shared their results of a full Feasibility Study for the Namdini Gold Project in Ghana. We'd like to thank our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. More information on Pacific Empire can be found at pemcorp.ca. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 10 billion pounds of copper and 18 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. The Association for Mineral Exploration British Columbia. AME advocates for and promotes a healthy business environment for its members working in mineral exploration through advocacy and leadership. AME is proud to support Mining Stock Daily as the organization leads up to January's much-anticipated Roundup Conference taking place in Vancouver, BC January 20th through the 23rd. More information about AME and the Roundup Conference can be found online at amebc.ca. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)
Consultorio bursátil de octubre de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como cuándo declarar los beneficios de las acciones a Hacienda, invertir en nuevos sectores, Ibanwallet, cómo medir la alineación de intereses de los gestores de fondos, la gestión de riesgos latentes en las inversiones, dónde conseguir información para los análisis, la cotización de Altia o el deporte de practicamos. También hablamos de sectores como el de las aerolíneas, las petroleras del Mar del Norte, los fabricantes de aviones (Airbus y Boeing) y empresas de materias primas como Adriatic Metals, Altius Minerals, Trilogy Metals, Marathon Gold y Alexco Resources.
Consultorio bursátil de octubre de 2019 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. En esta ocasión, tratamos temas como cuándo declarar los beneficios de las acciones a Hacienda, invertir en nuevos sectores, Ibanwallet, cómo medir la alineación de intereses de los gestores de fondos, la gestión de riesgos latentes en las inversiones, dónde conseguir información para los análisis, la cotización de Altia o el deporte de practicamos. También hablamos de sectores como el de las aerolíneas, las petroleras del Mar del Norte, los fabricantes de aviones (Airbus y Boeing) y empresas de materias primas como Adriatic Metals, Altius Minerals, Trilogy Metals, Marathon Gold y Alexco Resources.
Pat Donnelly provides an update on Trilogy Metals’ progress and upcoming catalysts. Pat also shares his analysis of the copper markets and commentary on Trilogy Metals’ recent share price pullback. This interview was recorded onsite at the 2019 Sprott Natural Resource Symposium. Pat Donnelly is Vice President, Corporate Communications & Development for Trilogy Metals and has a broad range of experience in mineral exploration, capital markets, corporate development and investor relations. He began his career as a project geologist 25 years ago exploring for precious and base metals and diamonds in western and northern Canada. Subsequently, Pat worked for a Canadian securities firm as a base metals mining analyst. Between 2012 and 2014 Mr. Donnelly was the Vice-President of Corporate Communications for Trilogy Metals. Most recently he was the President of First Mining Gold Corp. where he played a key role. Pat holds a B.Sc. in Geology (Honors) from the University of British Columbia and has an MBA from the University of Toronto. Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
There's a new sheriff in town and as a result Trilogy Metals is on the move. VP Patrick Donnelly tells us that as a result of streamlined Federal environmental/land use regulations, Trilogy is moving quickly ahead with its Arctic and Bornite Projects (located in the Ambler District situated in Alaska's wilderness). The state's governor is pushing for the project as well. As a result, a much needed 211 mile industrial road is being permitted and will be built shortly thereafter. It will connect the district to the Dalton Highway that traverses the State and thereby facilitate development and production of the projects. Trilogy is in the unique position of having high cash reserves with more on the way. Its JV with South 32 could provide another $150 million by next January. The project is a monster with billions of pounds of copper and lots of Cobalt, Gold, Silver, Lead and Zinc as well. It will be producing for decades to come. Transcript Kerry Lutz: Welcome. You are listening to The Financial Survival Network. I'm Kerry Lutz. You know we love to showcase companies, sponsor companies that have amazing prospects, that are amazing values especially in this depressed resource sector. One of these companies is Trilogy Metals, which is a little bit of a misnomer but you'll understand why in a little bit. Trilogy is a company that is getting things done. So often in the resource sector viable projects, for reasons of financing, regulation, first nations issues, indigenous peoples, ecological issues, they get tied up for decades literally. This is probably the biggest crime because true wealth is created from the earth, it's extracted from the earth and you just have to look at history to understand that. This company, Trilogy Metals Inc., it's on the NYSE, the New York Stock Exchange and it's under the symbol TMQ. You'll also find it under the TSX. TMQ right now it's trading in the mid $2 range. Kerry Lutz: Found out about this company a while ago when I was at PDAC, that's the show in Toronto, the show of shows. Trilogy had by far one of the best stories there, they had a virtual reality display showing the magnitude of their deposit, the extent of their project. It was amazing. Without further ado, I'm going to bring Patrick Donnelly on. Pat, you're Vice President Corporate Communications and Development. You shouldn't be fooled by Pat's title, I mean you started your career 25 years ago as a project geologist exploring for precious and base metals, diamonds in western and northern Canada. I should mention, this project is in Alaska and when you think Alaska you think cold, and definitely here. Pat, it's great to have you back on. This must be an extremely exciting time to be involved with a company like Trilogy. Patrick D.: Yeah, absolutely. Thanks, Kerry, for having me on. I keep telling people the stars have aligned. What I mean by that is copper fundamentals are very, very, very strong. We're in a great jurisdiction in Alaska, great support from the Governor and great support from the US federal government. Fantastic relationships with the indigenous peoples, and great support from one of our partners, South 32, which is a multi-billion dollar Australian company. Not to mention, we have a fantastic asset that has some of the highest grades in the world. Kerry Lutz: I was recently saw you do a presentation. You were down here in my neck of the woods in south Florida. There was a group, I'd say about 60, 70 very sophisticated investors. When you told them Trilogy doesn't need any money, we're not looking to raise capital. We're looking to raise awareness of the opportunity because the market does not accurately express the value of the company. I swear to God, their jaws dropped, Pat. I mean, well wow, we don't see anybody who doesn't need money. They don't usually come on this circuit. It was quite interesting the response. Patrick D.: Yeah, I left the begging bowl back in Vancouver. It's nice not to need money and you can focus on the business. We have $30 million in cash, US. All our warrants are in the money. We have over, I think six and a half million warrants that are set to expire in July and they're all in the money so that will add another $10 million to our treasury. We've got a very ambitious $18.2 million budget this year for exploration work and permitting, and feasibility work at our projects in Alaska. Yeah, it's nice to focus just on the company and tell people what we're doing. Also mention, it's nice that we're listed in New York. Which brings a big sigh of relief to people because a lot of people don't like trading on the TSX or the TSX venture or in the OTC. We're a legitimate company on New York and also have some very sophisticated shareholders as big shareholders and that helps as well. Kerry Lutz: Yes, absolutely. There's two projects, two lead projects, you've got others of course. That's Arctic and Bornite. Arctic is the one that's moving ahead. You're currently in the midst of getting a highway permitted. Can you just explain how that works? Patrick D.: Yeah, I mean the projects we have, arctic and bornite were discovered decades ago. The issue has never been about whether they're economic or not. They've always been economic, the issue has always been that they're remote. Last five or six years now the Bureau of Land Management of the federal government has been moving forward to permit a 211 mile industrial road to the project. What that would do is link us up to the Dalton Highway. The Dalton Highway is the main highway that goes north south in Alaska, it connects the north slope oil and gas fields to Anchorage. The permitting development in this road is a critical catalyst for this company and the government, like I said, the US government, the BLM has been making incredible progress on getting this road permitted, which will be done by the end of this year. Patrick D.: It will be a private road, it will be for industrial use only and the taxpayer will not have to pay a penny for this. This will be financed with a public, private partnership between Alaska Industrial Development Export Authority, which is a state infrastructure bank and ourselves. There will be a toll for the road and the toll will cover the maintenance cost, and the capital cost, and the interest for the debt finance, support the road. This has been done before. This is a model that's been done before in Alaska. The Red Dog Mine, which is about 200 miles away from us, which is owned by NANA Corporation, which is a native corporation and operated by Tech Resources, which is $13 billion Canadian mining company. That mine was built i30 years ago and they needed a road and port. AIDA permitted and financed that road, raised debt in the private markets and the mine paid a toll in the road in the port. They paid it off a few years ago and now it generates around $20 million a year revenue for the state. That model's been done before and it's a model that we're going to apply to the road that we need to support our project. Kerry Lutz: Right. A 211 mile highway, that's pretty substantial so I totally get the environmental aspects. All of this is moving ahead and you've got a pretty aggressive timetable, especially because you're dealing with the government and you never know what's going to happen. They seem determined, correct me if I'm wrong, to really get this thing going. Patrick D.: Yeah. It's funny, United States right now, unemployment is very, very low and there's plenty of jobs in the lower 48. People don't realize that Alaska is in a recession and that's because historically Alaska is derived I think 80% to 90% of its revenues from the oil and gas industry. The amount of activity has slowed down considerably in the last few years. The governor of Alaska is adamant to diversify the economy of Alaska. One way is to support the mining industry and he's very, very familiar with mining. His three daughters worked at the Red Dog Mine, which is the second largest zinc mine in the world. The governor lived in the area where we are for many years so he's seen the positive benefits that mining has done for the region. It's created a lot of jobs, it's created a lot of revenues for the government and for the local peoples. He's incredibly supportive. Patrick D.: Also, I have to give a tip of the hat to the Trump administration in Washington. They truly are pro-business. They're not cutting corners or anything, they're just getting things done. Things are moving and it's very, very refreshing to deal with a government that wants business, they want jobs, they want people, the local Joe's to do well. Yeah, just an absolute pleasure to deal with governments that are very, very supportive. Like I said, they're not cutting any corners, it's just simply making sure that the process is moving along. Like I said, we're going to have the permits for this road by the end of this year. It's a big catalyst for the company. I don't know any other jurisdiction right now globally that's this efficient and this supportive of jobs and generating wealth for people. Kerry Lutz: It's pretty amazing and it's 180 degree turn from the prior administration where one of the things that they were doing that was literally going to destroy the mining industry in the US and just drive out the miners was a requirement that once a mine was expended, obviously, there's remediation and that's the right thing, but you would have to monitor that mine for 30 years after it was sealed off, remediated, to make sure nothing happened. Once a mine is closed and it's remediated, unless there's water running through it, that's it. Nothing is going to happen. Normally, in remediation you channel the water away from the expended mine so you don't have ecological issues. Patrick D.: Yeah. Nowadays, one you have to have a closure plan. It has to be very, very detailed and well
There's a new sheriff in town and as a result Trilogy Metals is on the move. VP Patrick Donnelly tells us that as a result of streamlined Federal environmental/land use regulations, Trilogy is moving quickly ahead with its Arctic and Bornite Projects (located in the Ambler District situated in Alaska's wilderness). The state's governor is pushing for the project as well. As a result, a much needed 211 mile industrial road is being permitted and will be built shortly thereafter. It will connect the district to the Dalton Highway that traverses the State and thereby facilitate development and production of the projects. Trilogy is in the unique position of having high cash reserves with more on the way. Its JV with South 32 could provide another $150 million by next January. The project is a monster with billions of pounds of copper and lots of Cobalt, Gold, Silver, Lead and Zinc as well. It will be producing for decades to come. Transcript Kerry Lutz: Welcome. You are listening to The Financial Survival Network. I'm Kerry Lutz. You know we love to showcase companies, sponsor companies that have amazing prospects, that are amazing values especially in this depressed resource sector. One of these companies is Trilogy Metals, which is a little bit of a misnomer but you'll understand why in a little bit. Trilogy is a company that is getting things done. So often in the resource sector viable projects, for reasons of financing, regulation, first nations issues, indigenous peoples, ecological issues, they get tied up for decades literally. This is probably the biggest crime because true wealth is created from the earth, it's extracted from the earth and you just have to look at history to understand that. This company, Trilogy Metals Inc., it's on the NYSE, the New York Stock Exchange and it's under the symbol TMQ. You'll also find it under the TSX. TMQ right now it's trading in the mid $2 range. Kerry Lutz: Found out about this company a while ago when I was at PDAC, that's the show in Toronto, the show of shows. Trilogy had by far one of the best stories there, they had a virtual reality display showing the magnitude of their deposit, the extent of their project. It was amazing. Without further ado, I'm going to bring Patrick Donnelly on. Pat, you're Vice President Corporate Communications and Development. You shouldn't be fooled by Pat's title, I mean you started your career 25 years ago as a project geologist exploring for precious and base metals, diamonds in western and northern Canada. I should mention, this project is in Alaska and when you think Alaska you think cold, and definitely here. Pat, it's great to have you back on. This must be an extremely exciting time to be involved with a company like Trilogy. Patrick D.: Yeah, absolutely. Thanks, Kerry, for having me on. I keep telling people the stars have aligned. What I mean by that is copper fundamentals are very, very, very strong. We're in a great jurisdiction in Alaska, great support from the Governor and great support from the US federal government. Fantastic relationships with the indigenous peoples, and great support from one of our partners, South 32, which is a multi-billion dollar Australian company. Not to mention, we have a fantastic asset that has some of the highest grades in the world. Kerry Lutz: I was recently saw you do a presentation. You were down here in my neck of the woods in south Florida. There was a group, I'd say about 60, 70 very sophisticated investors. When you told them Trilogy doesn't need any money, we're not looking to raise capital. We're looking to raise awareness of the opportunity because the market does not accurately express the value of the company. I swear to God, their jaws dropped, Pat. I mean, well wow, we don't see anybody who doesn't need money. They don't usually come on this circuit. It was quite interesting the response. Patrick D.: Yeah, I left the begging bowl back in Vancouver. It's nice not to need money and you can focus on the business. We have $30 million in cash, US. All our warrants are in the money. We have over, I think six and a half million warrants that are set to expire in July and they're all in the money so that will add another $10 million to our treasury. We've got a very ambitious $18.2 million budget this year for exploration work and permitting, and feasibility work at our projects in Alaska. Yeah, it's nice to focus just on the company and tell people what we're doing. Also mention, it's nice that we're listed in New York. Which brings a big sigh of relief to people because a lot of people don't like trading on the TSX or the TSX venture or in the OTC. We're a legitimate company on New York and also have some very sophisticated shareholders as big shareholders and that helps as well. Kerry Lutz: Yes, absolutely. There's two projects, two lead projects, you've got others of course. That's Arctic and Bornite. Arctic is the one that's moving ahead. You're currently in the midst of getting a highway permitted. Can you just explain how that works? Patrick D.: Yeah, I mean the projects we have, arctic and bornite were discovered decades ago. The issue has never been about whether they're economic or not. They've always been economic, the issue has always been that they're remote. Last five or six years now the Bureau of Land Management of the federal government has been moving forward to permit a 211 mile industrial road to the project. What that would do is link us up to the Dalton Highway. The Dalton Highway is the main highway that goes north south in Alaska, it connects the north slope oil and gas fields to Anchorage. The permitting development in this road is a critical catalyst for this company and the government, like I said, the US government, the BLM has been making incredible progress on getting this road permitted, which will be done by the end of this year. Patrick D.: It will be a private road, it will be for industrial use only and the taxpayer will not have to pay a penny for this. This will be financed with a public, private partnership between Alaska Industrial Development Export Authority, which is a state infrastructure bank and ourselves. There will be a toll for the road and the toll will cover the maintenance cost, and the capital cost, and the interest for the debt finance, support the road. This has been done before. This is a model that's been done before in Alaska. The Red Dog Mine, which is about 200 miles away from us, which is owned by NANA Corporation, which is a native corporation and operated by Tech Resources, which is $13 billion Canadian mining company. That mine was built i30 years ago and they needed a road and port. AIDA permitted and financed that road, raised debt in the private markets and the mine paid a toll in the road in the port. They paid it off a few years ago and now it generates around $20 million a year revenue for the state. That model's been done before and it's a model that we're going to apply to the road that we need to support our project. Kerry Lutz: Right. A 211 mile highway, that's pretty substantial so I totally get the environmental aspects. All of this is moving ahead and you've got a pretty aggressive timetable, especially because you're dealing with the government and you never know what's going to happen. They seem determined, correct me if I'm wrong, to really get this thing going. Patrick D.: Yeah. It's funny, United States right now, unemployment is very, very low and there's plenty of jobs in the lower 48. People don't realize that Alaska is in a recession and that's because historically Alaska is derived I think 80% to 90% of its revenues from the oil and gas industry. The amount of activity has slowed down considerably in the last few years. The governor of Alaska is adamant to diversify the economy of Alaska. One way is to support the mining industry and he's very, very familiar with mining. His three daughters worked at the Red Dog Mine, which is the second largest zinc mine in the world. The governor lived in the area where we are for many years so he's seen the positive benefits that mining has done for the region. It's created a lot of jobs, it's created a lot of revenues for the government and for the local peoples. He's incredibly supportive. Patrick D.: Also, I have to give a tip of the hat to the Trump administration in Washington. They truly are pro-business. They're not cutting corners or anything, they're just getting things done. Things are moving and it's very, very refreshing to deal with a government that wants business, they want jobs, they want people, the local Joe's to do well. Yeah, just an absolute pleasure to deal with governments that are very, very supportive. Like I said, they're not cutting any corners, it's just simply making sure that the process is moving along. Like I said, we're going to have the permits for this road by the end of this year. It's a big catalyst for the company. I don't know any other jurisdiction right now globally that's this efficient and this supportive of jobs and generating wealth for people. Kerry Lutz: It's pretty amazing and it's 180 degree turn from the prior administration where one of the things that they were doing that was literally going to destroy the mining industry in the US and just drive out the miners was a requirement that once a mine was expended, obviously, there's remediation and that's the right thing, but you would have to monitor that mine for 30 years after it was sealed off, remediated, to make sure nothing happened. Once a mine is closed and it's remediated, unless there's water running through it, that's it. Nothing is going to happen. Normally, in remediation you channel the water away from the expended mine so you don't have ecological issues. Patrick D.: Yeah. Nowadays, one you have to have a closure plan. It has to be very, very detailed and well
Trilogy Metals is advancing two high-grade, copper-dominant, polymetallic projects in Alaska’s Ambler mining district. The Arctic project’s pre-feasibility study shows an after-tax US$1.4B NPV with a 33% IRR at $3/lb copper. It has a 43Mmt open pit reserve grading 5% copper-equivalent and its cash costs, net of by-product credits, is only $0.15/lb. The Bornite project already has 6 billion lbs copper and 77 million lbs cobalt while exploration is still ongoing. Trilogy Metals is facing numerous potential catalysts over the next year. Rick Van Nieuwenhuyse is the President and CEO of Trilogy Metals. He has over 40 years of experience in the natural resource sector, including his role as founder, president, and CEO of NOVAGOLD where he led a team that discovered the 40 million ounce Donlin gold deposit in Alaska. Prior to founding NOVAGOLD, Rick was the Vice President of Exploration for Placer Dome Inc. from 1990 to 1997. He possesses years of working experience in and knowledge of Alaska and has managed projects from grassroots discovery to advanced feasibility studies, production, and closure. 0:05 Introduction 2:01 Rick Van Nieuwenhuyse’s background and previous success 4:31 Trilogy’s share structure and who owns the shares 5:40 Trilogy’s burn rate and how the company is funded (South32 partnership) 7:56 Why Trilogy investors are protected against share dilution 9:04 Background on Trilogy’s partner South32 11:05 Trilogy’s liquidation value relative to its market cap 12:14 Overview of the Arctic project’s PFS 17:04 Overview of the Bornite project 20:03 Trilogy’s projects and the environment and native partnerships 21:44 Update on the Environmental Impact Statement for the proposed road 23:45 Upcoming catalysts for Trilogy TSX & NYSE American: TMQ www.TrilogyMetals.com Arctic PFS Overview Video: https://player.vimeo.com/video/298282187 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Trilogy Metals is a MSE sponsor company. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Rick Van Nieuwenhuyse, president and CEO of Trilogy Metals, and Rick Rule, hone in on the copper deposits and high-quality projects for the metals exploration company. Trilogy announced copper and cobalt metallurgical results for the Bornite Project located in the Ambler mining district of NW Alaska.
Rick Van Nieuwenhuyse, president and CEO of Trilogy Metals, and Rick Rule, hone in on the copper deposits and high-quality projects for the metals exploration company. Trilogy announced copper and cobalt metallurgical results for the Bornite Project located in the Ambler mining district of NW Alaska.
15 min presentation from Rick Van Nieuwenhuyse, President, CEO & Director, Trilogy Metals Inc.
Kirkland lake announced record gold production, IDM Mining to raise $4.1 million, Aquila Resources receives payment from Osisko, and Trilogy Metals shares drill results from Bornite.
Lots of updates out of the mineral exploration and mining sector. Today we cover news from Great Bear Resources, Gold Standard Ventures, Regulus Resources, Trilogy Metals and more.