Dave Kranzler – Shorts In Tesla, Super Micro, Harley, And Homebuilders – Value Proposition In PM Stocks Like Viva, Cabral, Heliostar, Integra, New Pacific, And The Gatos and Silvercrest Takeovers
Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in the junior precious metals sector, and a whole lot more.
Magna Mining – Moving Into Copper and Nickel Production In Sudbury, A PEA And Bulk Sample Update At Crean Hill, And Conditional Approval For The Federal Critical Mineral Infrastructure Fund
Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), unpacks the transformative move into copper and nickel production at the McCready West mine in Sudbury, Canada; the Preliminary Economic Assessment (PEA) from Crean Hill; the results of the recent bulk sample processing from the 109 Footwall; and potential funding from the CMIF.
Robert Sinn – Goldfinger – Outlook On Gold And Gold Stocks – Digging In To The Producers, Developers, And Explorers Post Fed Rate Cut And Beaver Creek PM Summit
Robert Sinn, (aka Goldfinger) shares his technical and fundamental outlook on gold and gold equities, now that we’ve seen the first 50 basis point rate cut from the Fed. We dig into the gold producers, developers, and explorers, and get his pick between gold versus copper juniors at this point in the markets.
Erik Wetterling – Value Proposition For Magna Mining and Western Alaska Minerals Based On Recent News Releases
Erik Wetterling, The Hedgeless Horseman, discusses two junior resource companies that have put out recent news to the market; where he is attracted to the current value proposition.
Erik Wetterling – The Value Proposition For Goliath Resources And Headwater Gold Based On Recent News Releases
Erik Wetterling, The Hedgeless Horseman website, discusses the value proposition in Goliath Resources and Headwater Gold, two junior gold exploration companies, based on their recent news released to the market.
Elemental Altus – Q2 2024 Financials, Royalty Project Updates At Diba, Karlawinda, Bonikro, Wahgnion, Caserones, and Cactus
David Baker, CFO of Elemental Altus Royalties (TSX.V:ELE – OTCQX:ELEMF), reviews their operational and financial results from Q2 2024, and some key royalty project updates at Diba, Karlawinda, Bonikro, Wahgnion, Caserones, and Cactus. We also discuss the types of future acquisitions the team is working on, along with where the growth will be coming from within their existing portfolio.
Sean Brodrick – Opportunities Presenting Resource Investors In Silver And The Quality Silver Stocks
Sean Brodrick outlines opportunities that he is seeing in silver and the quality silver stocks, in particular the producers with margin expansion potential in good jurisdictions.
Vox Royalty – Reviewing Q2 Financials, Royalty Partner Project Updates, And The Rerating Potential
Kyle Floyd, CEO of Vox Royalty (TSX: VOXR) (NASDAQ: VOXR), reviews the key metrics and takeaways from the Q2 2024 financials, a few significant royalty partner project updates, and the potential for a valuation rerating that is more inline with peers and based on their growing revenues.
Erik Wetterling – The Recent Merger And Acquisition Transactions Are A Shot Across The Bow In Precious Metals Sector
Erik Wetterling, The Hedgeless Horseman, joins me to discuss the impact of merger and acquisition transactions within the gold and silver developers and producers; and how these deals are further consolidating down the multi-ounce resources into fewer and fewer hands.
John Rubino – Does The Big Acquisition Deal Today Point To A Rerating In Gold Developers And Advanced Explorers?
John Rubino discusses the large M&A deal announced today where Gold Fields Limited (NYSE: GFI) is acquiring Osisko Mining Inc. (TSX:OSK) (OTC: OBNNF) for a 55% premium. We ask John if this may point to a larger rerating in gold developers and advanced explorers,
Justin Huhn – Part 2 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks
Justin Huhn with another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, and how he is positioning in the uranium equities in this most recent corrective move lower in the sector.
Erik Wetterling – Enhance Your Resource Portfolio With 3rd-Party Validated Companies
Erik Wetterling, The Hedgeless Horseman, discusses enhancing resource portfolios by positioning in gold, silver, copper, or critical minerals companies that have current 3rd-party validation through strategic investments from major mining companies, manufacturers, and cornerstone commodities activist investors.
Jayant Bhandari – Value Arbitrage Opportunities In Florida Canyon–Integra, Adventus–Silvercorp, Hess–Chevron, Aztec, and Irving
Jayant Bhandari reviews some arbitrage opportunities in ongoing merger and acquisition deals, and some companies that should have nice upside torque based on their work programs and current low valuations.
Luc Ten Have – Mergers, Strategic Shareholders, Consolidating Copper And Gold Projects, And Intriguing Exploration News
Luc ten Have reviews some o merger and acquisition news we’ve seen in the sector as well as the importance of seeing quality strategic partners come into developing precious metals or base metals projects. We also review 2 exploration stocks that have Luc’s attention.
Integra Resources – Transformation Into A Gold Producer With The Acquisition Of Florida Canyon Mine Fueling Development Work At The DeLamar and Nevada North Projects
Jason Kosec, CEO of Integra Resources (TSX-V: ITR; NYSE: ITRG), unpacks their acquisition of the Florida Canyon Mine in Nevada, transforming the Company into a gold producer, that will see incoming revenues fund the development work at the DeLamar and Nevada North Projects, in Idaho and Nevada.
Fabi Lara – Nuclear Power Fundamentals – Opportunities Abound For Investing In Uranium Stocks
Fabi Lara digs in to the major demand drivers and supply disruption news underpinning a longer-term bull market for nuclear power and uranium mining. We outline opportunities in uranium producers, developers, and explorers in the US and Canada.
Cosa Resources – Acquisition of 2 Mineral Concessions Doubles The Size Of Its 100% Owned Orbit Uranium Project And Summer Drilling To Start In August At the Ursa Project
Keith Bodnarchuk, CEO of Cosa Resources Corp. (TSX-V: COSA) (OTCQB: COSAF), reviews the news out today where they’ve acquired 2 more land concessions adjacent to their Orbit Uranium Project in the Athabasca Basin region of Saskatchewan. We also discuss the drilling program that is about to start in mid-August at their Ursa Uranium Project.
Elemental Altus – Acquisition Of 2 Brownfields Tungsten Royalties And An Update On The Diba Mine Nearing First Production
Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), reviews the recent acquisition of 2 brownfields tungsten royalties, as well as an update on the Diba Mine nearing first production on Elementals royalty holdings.
Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – New Pacific Metals, Dolly Varden Silver, Vizsla Silver, and Summa Silver
Peter Krauth, joins me for a wide-ranging discussion on the silver price action, and some pro tips on investing junior silver stocks, noting New Pacific, Dolly Varden, Vizsla Silver, Summa Silver, and their value drivers.
First Nordic – Agnico Eagle Joins As Strategic Shareholder, Full Ownership Of Finland Greenstone Belt, And Warrants Being Exercised
Taj Singh, CEO, and Adam Cegielski, CDO of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), discuss Agnico Eagle coming in as a strategic shareholder, the 100% acquisition of the Oijärvi Gold Project in Finland, and warrants being exercised bringing in more capital to the company for exploration.