We dissect topics related to mining with the goal of adding value to investment strategies in the sector. We aim to be as unbiased as possible and to offer a breadth of topics enriched by the participation of guests from mining companies and related industries.
Joe and Paul sit down at a noisy bar to discuss the major themes relevant to the 2023 PDAC in Toronto. Attendance was up back to pre-pandemic levels, but investor interest is definitely low.
In this last episode of the year, we discuss project successes and failures, M&As, junior financing trends, and much more.
In this short episode filmed during the Precious Metals Summit in Beaver Creek, Paul and Joe tackle M&As, inflation, and other topics preoccupying companies in the current environment.
We discuss the market for gold equities, our research into 40+ gold deposits in the hands of juniors, and how potential M&A action may unfold.
Another Mining Podcast #13, the shit show about when projects go wrong. Why the numbers go wrong and what investors can look for.
We discuss how Chrysos Corp's alternative assaying technique could turn the gold world on its head, with chief technology officer James Tickner.
We discuss carbon emissions in mining with Mark Fellows, co-founder and CEO of Skarn Associates.
We discuss the merger between Agnico Eagle Mines and Kirkland Lake Gold, its implications for future M&A activity in the gold space, and what it may mean for junior gold explorers.
In this podcast, we discuss how majors explore with Tom Brady, mineral economist and executive director of the JP Morgan Center of Commodities at the University of Colorado. Today we talk gold fundamentals!
We discuss Argonaut Gold's Magino Project and mine developments that do not turn out as planned. Also, M&As in Canada where Australian's buy de-risked assets while Kinross is taking out pre-resource stage Great Bear.
We discuss how majors explore with Barrick Gold's Robert Krcmarov, EVP exploration and development.
We discuss the Cerro Blanco gold development project in Guatemala with president & CEO Jack Lundin.
Wereflect on the 2021 Precious Metals Summit at Beaver Creek Colorado and key takeaways - definately not the lavender latte!
We talk with Lukas and Jack Lundin of the Lundin Group about their investment strategy and creating value.