The Northern Miner Podcast Episode 89: The AME Roundup uber special ft. Exploration Insights
Jan 26, 2018
55:47
It's our annual AME Round-Up special here at The Northern Miner podcast! Matt is bringing you live commentary and coverage from the marquee mining and minerals event in Vancouver, B.C. We dig into some of the buzz around the conference vis-à-vis metal prices, investing, and capital markets, including a recent talk by chairman and CEO of Osisko Gold Royalties (TSX: OR; US-OTC: OKSKF), Sean Roosen. (4:08)
Matt also sits down with Exploration Insights' analysts Brent Cook and Joe Mazumdar to chat about their impressions of the conference, and some predictions on what might be coming up for the industry in the year ahead. (7:44) We talk about metal fundamentals, major miners investing in exploration-stage companies, and lithium chemistry. (20:50) Furthermore, Brent digs into the "prospect generator" model and why he remains optimistic on its potential for value generation (23:30), as well as the state of U.S. capital markets. (14:51)
Finally, this week's Geology Corner covers Geoscience BC's Search III project results with vice president Bruce Madu and external relations director Richard Truman. (39:45) The $1.7-million project involved helicopters equipped with ultra-sensitive magnetometers over a remote, 9,600-sq.km area of north central and northeastern BC from the proposed Kemess Underground mine south to near Mackenzie. Bruce and Richard discuss the excitement around the geophysical results and how public geoscience can help to drive investment in the province.
Toronto-based staff writer Richard Quarisa brings us another Mining Minute with weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX).
Executive chairman Rob McEwen, joins us to chat about the Los Azules copper project in San Juan, Argentina. (34:36)
Articles referenced:
Roundup 2018: Osisko’s Roosen on tackling ‘tough’ markets: http://www.northernminer.com/news/roundup-2018-osiskos-roosen-tackling-tough-markets/1003793360/
Roundup 2017: Geoscience BC showcases new mag survey: http://www.northernminer.com/news/roundup-2017-geoscience-bc-showcases-new-mag-survey/1003782847/
Centerra bids $310M for AuRico: http://www.northernminer.com/news/centerra-tables-friendly-310m-bid-aurico-metals/1003791106/
Site visit: AuRico nears construction decision at Kemess: http://www.northernminer.com/news/site-visit-aurico-track-construction-decision-kemess/1003789936/
Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"AcidJazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Isolated" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Slow Burn" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/