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The Northern Miner Podcast

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Jan 26, 2018 • 56min

Episode 89: The AME Roundup uber special ft. Exploration Insights

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/
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Jan 16, 2018 • 49min

Episode 88: Inside the iron ring ft. Procon Mining

We're getting your prepared for next week's AME Roundup 2018 and Vancouver Resource Investment Conference! Matt runs down where you can catch The Northern Miner (1:49) and what we'll be up to at both shows. Meanwhile, we also dig into the World Gold Council's recently-released "Outlook 2018 Global economic trends and their impact on gold" (8:35) and chat about some major themes in the precious metal space heading into the new year. Matt talks global economic growth, shrinking balance sheets, rising interest rates, and more! We also discuss the year-on-year trends in copper, zinc, and nickel. (13:10) And we're excited to bring you the maiden edition of our Engineering Corner! (14:20) This week we're joined by Procon Mining & Tunnelling senior engineer Stefan Wozniak to dig into the details of scoping and mine development. We chat about 43-101 technical reporting (18:35), the down-low on IRRs and NPVs (20:00), what to look for in press releases (24:39), and much much more! Finally, 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 company (43:30). Articles referenced: New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: www.northernminer.com/news/new-book-…er/1003792274/ BMO raises price forecast for molybdenum: www.northernminer.com/commodities-ma…um/1003792909/ Vanadium ‘metal to watch’ in 2018, analyst says: www.northernminer.com/news/vanadium-…ys/1003792703/ ‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: www.northernminer.com/news/pmf-round…ng/1003791762/ 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/ "Eighties Actions" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Jan 10, 2018 • 43min

Episode 87: Moly, vanadium & free trade ft. MacLean Engineering

We're getting you ready for mining conference season with updates on the biggest trends, and hot topics, in the industry! This week Matt digs into recent buzz around molybdenum (8:05) and vanadium (10:00). We break down notes from BMO Capital Markets on the supply-demand fundamentals for the industrial minerals, and talk the impact of regulatory reforms in China. What's the deal with vanadium, anyway? And why is moly trading near a four-year high? Meanwhile, Lesley sits down with Northern Miner alumn, and resident cartoonist, John Kilburn to talk about the recently-released, 262-page anthologogy of his work. (13:05) We dig into Kilburn's history — which includes working as a mining engineer, broker, journalist, equity analyst and investor — and the sources of inspiration for his important commentary on the business. Matt also digs into the recent chatter around North American Free Trade Agreement (NAFTA) negotiations between Canada, the United States and Mexico. (24:30) What are the implications for the natural resource sectors, and where are we in the process? Finally, we're joined by MacLean Engineering's fleet-electrification product manager, Anthony Griffiths to chat about battery-powered mining equipment and the implications of electric vehicles in underground mining. (33:00) We talk about Goldcorp's (TSX: G; NYSE: GG) implementation of the technology at its Borden development project in Ontario, and outline various innovation challenges faced by the mining industry. Chairman and chief owner of our weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX), Rob McEwen, joins us to chat about the company (29:30). Articles referenced: New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: http://www.northernminer.com/news/new-book-art-humour-john-kilburn-cartoons-northern-miner/1003792274/ BMO raises price forecast for molybdenum: http://www.northernminer.com/commodities-markets/bmo-raises-price-forecast-molybdenum/1003792909/ Vanadium ‘metal to watch’ in 2018, analyst says: http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/ ‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/ Expert roundtable discusses perception of mining: http://www.northernminer.com/news/experts-northern-miners-progressive-mine-forum-discuss-innovation-csr/1003791207/ Iamgold CEO Letwin’s passionate keynote on cost control, innovation and gold’s bright future: http://www.northernminer.com/people-in-mining/full-transcript-iamgold-ceo-letwin-cost-control-innovation-golds-bright-future/1003790792/ 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/
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Jan 3, 2018 • 59min

Episode 86: Holodecks, AI and geostatistics ft. Goldcorp

Happy New Year from the Northern Miner team and welcome to 2018! Let's take a look at mining and metals to start a new year. (5:21) We're kicking it off with an action-packed episode focused on one of our favourite emergent themes in mining: innovation and technology! Matt sits down with Goldcorp's (TSX: G; NYSE: GG) vice-president technology Luis Canepari, and Finger Food Studios' director of business affairs and operations Graham Cunliffe. We're talking machine learning, virtual reality, and the Internet of Things! (9:07) Luis outlines Goldcorp's approach to research and development, and explains the benefits of forcing cutting-edge internet technology partnerships. The company is investing in exciting advances such as artificial intelligence (AI) to improve exploration potential, remotely-monitored autonomous equipment and machinery, and augmented-reality holographic displays. Graham discusses the practical applications of AI, machine learning, and virtual reality in the mining space. He also digs into some of the successes, and challenges, that come with partnering with established, large-scale industrial businesses. Meanwhile, Lesley ventures down the mathematical rabbit hole with TriStar Gold vice-president (TSXV: TSG; US-OTC: TSGZF) Mo Srivastava, who is an industry-leading geologist and geostatistician. (39:45) They chat about the application of geostatistics in the industry, and what platforms and processes are available to explorers. Don't miss the conversation on Novo Resources' (TSXV: NVO; US-OTC: NSRPF) Karratha gold project in Western Australia and Barkerville Gold Mines (TSXV: BGM; US-OTC BGMZF) Cow Mountain property in British Columbia! Finally, the Northern Miner is proud to welcome our inaugural weekly sponsor of the Mining Minute: McEwen Mining (TSX: MUX; NYSE: MUX). Chairman and chief owner Rob McEwen joins us to chat about the company. (35:11) Articles referenced: In-depth interview: Barrick’s Dushnisky and Goldcorp’s Garofalo on gold mining’s future: http://www.northernminer.com/people-in-mining/depth-interview-barricks-dushnisky-goldcorps-garofalo-gold-minings-future/1003787114/ Novo shares tumble on sampling woes at Purdy’s Reward: http://www.northernminer.com/news/novo-shares-tumble-sampling-woes-purdys-reward/1003791713/ Barkerville sees long-term potential in Cariboo Gold: http://www.northernminer.com/news/barkerville-sees-long-term-potential-b-c-s-cariboo-gold-district/1003785318/ Nevada green-lights McEwen Mining’s Gold Bar: http://www.northernminer.com/news/mcewen-mining-start-building-gold-bar-nevada/1003791264/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ BMO’s Hamilton on industrial and commodity outlook: http://www.northernminer.com/news/bmos-hamilton-industrial-commodity-outlook/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/
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Dec 19, 2017 • 56min

Episode 85: Happy Holidays commodity special ft. BMO & Major Drilling

We're capping off a banner year at the Northern Miner podcast with a bang in our final episode of 2017. Matt is joined by Colin Hamilton, managing director of commodities research at BMO Capital Markets, to get all the details on what to expect from the industrial metals and bulk commodities markets heading into the new year. (9:15) We also talk about new environmental regulations in China. (12:19) Furthermore, Colin digs into promising copper fundamentals that should lead to a tight supply-demand market by the end of 2019, (16:11) and what impact the electric-vehicle industry might have on nickel demand. (14:35) We also drill down into thermal seaborne coal fundamentals, and ask the question: Is the uranium market finally poised for a recovery? Colin also outlines his thoughts on zinc funamdentals heading into 2018. (20:35) Meanwhile, Lesley returns with another episode of the Geology Corner! (30:00) This week we're talking magmatic-sulfide nickel-copper deposits and what makes a "world-class" project! Lesley digs into nickel exploration and "what to look for in high-quality drill targets." Did you know there were seven major nickel camps globally? We talk about the characteristics of Voisey's Bay and the pitfalls of dealing with historical geophysical surveys! Also what's the deal with nickel tenor? Finally, our Sponsor Spotlight this week features Major Drilling. (45:40) We're talking about innovation and technology at the drill bit, and how it's impacting one of the world's largest supplier for exploration, development, and mining companies. Matt sits down with Vice President IT & Logistics Marc Landry, and Innovation Manager Ian Wilson to discuss some of the solutions and challenges Major has encountered in terms of new technologies and an evolving workforce. Articles referenced: Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/ Glencore optimistic on industrials, electric vehicles: http://www.northernminer.com/news/glencore-optimistic-industrials-electric-vehicles/1003792251/ USGS identifies new uranium potential in southern US: http://www.northernminer.com/news/usgs-identifies-new-uranium-potential-southern-us/1003792119/ Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’: www.northernminer.com/commodities-ma…ls/1003792154/ CRU expects lithium demand to triple between now and 2025: www.northernminer.com/commodities-ma…25/1003792192/ Jeffrey Christian on bitcoin and ‘runaway’ gold price: www.northernminer.com/people-in-mini…18/1003791836/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Jingle Bells" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Deck the Halls" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Dec 13, 2017 • 46min

Episode 84: A view from 30,000 feet ft. ICMM & Hatch

This week we're getting a global viewpoint courtesy of Tom Butler, the president and CEO of the International Council on Mining and Metals (ICMM). (13:10) Matt sit downs with Tom in Vancouver during a Vancouver Board of Trade event to chat about some of the big issues and discussions the mining industry is having internationally. We dig into the impact of climate change politics, the new-era of social license, and the potential for social media in mining communications. Meanwhile, we continue our discussions with the financial community about commodity outlooks heading into the new year. Trish Saywell provides a transcript of her discussion with Scotiabank commodity economist Rory Johnston (9:00), which contains more interesting insights on the pending nickel and copper markets. Matt summarizes the recent buzz around Chinese loan markets and the industrial complex, and chats about the major headlines in Glencore's (LON: GLEN) investor update call (hint: think zinc). (6:45) Finally, our Sponsor Spotlight this week features Joe Lombard, the Global Director of Metals at Hatch. (36:45) Joe and Matt chat at the Northern Miner's Progressive Mine Forum in Toronto about innovation and implementation successes and challenges from the viewpoint of a major international engineering supplier. Bonus: Matt rants about press coverage of the BC NDP's Site C decision! Articles referenced: ICMM’s Butler: Mining ‘a real agent of change when it comes to alleviating poverty’: http://www.northernminer.com/news/icmms-butler-climate-change-politics-industry-challenges/1003792197/ Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’: http://www.northernminer.com/commodities-markets/scotiabank-economist-rory-johnstons-outlook-base-bulk-metals/1003792154/ ‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/ CRU expects lithium demand to triple between now and 2025: http://www.northernminer.com/commodities-markets/cru-expects-lithium-demand-triple-now-2025/1003792192/ Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/ Jeffrey Christian on bitcoin and ‘runaway’ gold price: www.northernminer.com/people-in-mini…18/1003791836/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Jingle Bells" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Deck the Halls" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Dec 6, 2017 • 40min

Episode 83: A nickel for your electric car ft. Hard-Line

This week we're digging deeper into our commodity retrospective and outlooks for 2018. Matt talks the most recent news and notes, including the impact of the 11th-hour rewrite of the US Tax Code on Saturday (4:00), and why base metals were tracking lower to start the week. We circle back on our coverage of London Metals Exchange (LME) Week to explore a presentation from Dr. Guy Wolf, global head of market analytics at commodity broker Marex Spectron. (6:50) We discuss the importance of narratives and sentiment vis-à-vis bull and bear markets. Dr. Wolf outlines his opinion on quantitative nickel trades and sheds some light on the fundamental impact of the electric-vehicle markets. Matt reflects on copper, zinc, and nickel markets heading into the new year. (14:05) Meanwhile, Lesley sits down with Julianne (Jules) and Ryan Miles in Beaver Creek, Co., to talk about their first children's novel, The Mineral Maniacs and the Magic Hard Hat. (19:20) The eventual children’s book series is set to "explore the exciting and educational world of mining, geology, and engineering." We discuss the important of education and how Jules and Ryan came up with the concept. Finally, Matt is joined by Walter Siggelkow, the president of Sudbury-based Hard-Line Solutions, during the Sponsor Spotlight to chat about recent innovations in automation and technology at global mines. (39:55) Walter recounts some of the challenges and successes he's had while working to implement new technologies at legacy mine sites. Articles referenced: Copper, nickel outlooks dominate LME Week: http://www.northernminer.com/news/copper-nickel-outlooks-dominate-lme-week/1003791928/ Jeffrey Christian on bitcoin and ‘runaway’ gold price: http://www.northernminer.com/people-in-mining/cpm-groups-jeffrey-christian-looks-ahead-2018/1003791836/ Facts ‘n’ figures: ICSG says copper production declining: www.northernminer.com/commodities-ma…ng/1003789486/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Jingle Bells" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Deck the Halls" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Nov 30, 2017 • 40min

Episode 82: Forward-looking statements & Wits 2.(no)

This week's episode sets the stage for the Northern Miner's month-long focus on outlooks and forecasts heading into 2018. (5:00) Matt tackles Scotiabank's "Top Themes for 2018" (8:02) courtesy of portfolio strategist Vincent Delisle, which lays out the case for gold and oil heading into the new year. Scotia discusses the state of the U.S. dollar, Canadian small-cap equities, and an "equity-over-bond preference" strategy for 2018. Meanwhile, Lesley's back with a brand-new edition of the Geology Corner. (12:05) This episode deals with the Novo Resources (TSXV: NVO; US-OTC: NSRPF) recent woes at its high-profile 7,600-sq.km Karratha gold project in Western Australia. Lesley digs into the company's "revised geological model," and what it means for the project moving forward. Novo stated in a Nov. 24 press release that after “careful review of sample consistency, integrity and recovery” the company intends to review other options for collecting bulk samples from drilling. Our Sponsor Spotlight (27:09) for the week features PwC partner Marelize Konig, who discusses the firms annual Art of Mining and Vision to Reality competitions. She alos talks about the impact innovation has had on PwC's business. Bonus: Matt rants about company disclosure, compliance, and securities regulators. (20:40) Articles referenced: Novo shares drop on sampling woes, revised geological model: http://www.northernminer.com/news/novo-shares-tumble-sampling-woes-purdys-reward/1003791713/ Garibaldi’s Golden Triangle discovery disappoints: http://www.northernminer.com/news/assays-garibaldis-discovery-disappoints/1003791691/ Facts ‘n’ figures: ICSG says copper production declining: http://www.northernminer.com/commodities-markets/facts-n-figures-icsg-says-copper-production-declining/1003789486/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Exciting Trailer" 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/
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Nov 22, 2017 • 37min

Episode 81: Lessons learned ft. Rio Tinto & Iamgold

This week's show is packed with exclusive, on-site content from The Northern Miner's Progressive Mine Forum in Toronto. First, we tune into Iamgold (TSX: IMG; NYSE: IAG) president and CEO Stephen Letwin's keynote speech on cost control, innovation and "gold’s bright future." (7:10) He recounts an impactful moment at age 26 in the oilpatch in Calgary, when he witnessed the “Elon Musk-like” wunderkind Jack Gallagher weeping uncontrollably in his boardroom. (8:25) Letwin remembers "feeling like Mick Jagger" prior to the great recession in 2008, and the "hard business lessons" he's learned since. (11:15) Matt then sits down with Rio Tinto's (NYSE: RIO; LON: RIO) managing director of iron and titanium, Stefane LeBlanc, during our Sponsor Spotlight to chat about corporate social responsibility (CSR). (25:00) LeBlanc outlines Rio's new "partnership model" and discusses the challenges related to working with communities in remote locations. He comments on some recent successes the major miner has had with stakeholders around its 60%-owned Diavik diamond nine in Canada's Northwest Territories (27:12), and explains the benefits of establishing long-term partnerships across multinational organizations. Bonus: Matt digs into the news and notes for the week. (3:48) Articles referenced: Iamgold CEO Letwin’s passionate keynote on cost control, innovation and gold’s bright future: http://www.northernminer.com/people-in-mining/full-transcript-iamgold-ceo-letwin-cost-control-innovation-golds-bright-future/1003790792/ Editorial: Iamgold’s Letwin tells of hard lessons learned in keynote at PMF: http://www.northernminer.com/people-in-mining/editorial-iamgolds-letwin-tells-hard-lessons-learned-keynote-pmf/1003790723/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Exciting Trailer" 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/
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Nov 14, 2017 • 45min

Episode 80: The junior mining special ft. PwC & PearTree

This week we're digging into trends in junior mining and capital markets! Matt chats with PwC Canada's National Mining Leader Liam Fitzgerald about the recently-released Junior mine 2017 report. We dig into recent "upward trends in cash balances and deal activity" (9:05) on the S&P/TSX Venture Composite Index and talk commodity trends and market outlooks heading into 2018. Liam discusses the importance of exploration investment and highlights the importance of building a cohesive narrative when it comes to financing venture companies (17:16). He mentions two juniors specifically, including: Barkerville Gold Mines (TSXV: BGM) and Cobalt 27 Capital’s (TSXV: KBLT) $200-million initial public offering (IPO). Matt asks about the emerging "technology metal," or green economy, and how it structurally differs from traditional mining companies. (18:15) Also lithium! (20:45) Liam also provides some insight in the global economy and what the expect heading into 2018. (22:00) Meanwhile, Matt sits down with Lisa Davis, the CEO of PearTree Securities, during our Sponsorship Spotlight to talk about the innovative charity flow-through financing model. (27:45) Lisa explains the corporate social responsibility (CSR) implications of PearTree's work and underlines the importance of executive-level diversity for mining companies. Lisa also explores some trends in junior mine finance, including Goldcorp's (TSX: G; NYSE: GG) goal to invest $100 million in a portfolio of junior explorers. Articles referenced: Barkerville sees long-term potential in Cariboo Gold: http://www.northernminer.com/news/barkerville-sees-long-term-potential-b-c-s-cariboo-gold-district/1003785318/ Osisko Gold to buy Orion’s royalties for $1.1B: http://www.northernminer.com/news/osisko-gold-buy-orions-royalty-portfolio-1-1b/1003786858/ PearTree helps industry give back via charity flow-through: http://www.northernminer.com/financial-matters/pear-tree-helps-industry-give-back-via-charity-flow-through/1003627850/ Cobalt 27 offers ‘pure play’: www.northernminer.com/news/cobalt-27…re/1003787537/ Editorial: Iamgold’s Letwin tells of hard lessons learned in keynote at PMF: www.northernminer.com/people-in-mini…mf/1003790723/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Roundup 2017: Goldcorp scouts out investments in juniors: http://www.northernminer.com/news/goldcorp-scouts-investments-junior-explorers/1003783272/ Music Credits: "Exciting Trailer" 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/

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