The Northern Miner Podcast cover image

The Northern Miner Podcast

Latest episodes

undefined
Aug 15, 2016 • 37min

Episode 25: Discovery round-up and chromite bikinis

Matt and Lesley are back in studio following a flurry of site visits and trips! Lesley covers Ivanhoe Mines' (TSX: IVN; US-OTC: IVPAF) potentially "game changing" Kakula discovery in the Democratic Republic of Congo (DRC), and Skeena Resources’ (TSXV: SKE; US-OTC: SKREF) acquisition of the historic Porter Idaho–Silverado silver property in B.C.'s Golden Triangle. Meanwhile, Matt drills down into exciting drill results, including: NexGen Energy (TSX: NXE; US-OTC: NXGEF) at its emerging Rook I uranium discovery in Saskatchewan; and Gold Standard Ventures (TSXV: GSV; NSYE-MKT: GSV) at the Pinion-Railroad oxide goal camp along Nevada's Carlin Trend. Bonus discussion: The Ring of Fire Bikinigate issue, gold insights from Sandstorm Gold's (TSX: SSL; NYSE-MKT: SAND) quarterly conference call, and more! Timeline: Macro Economics: 1m00s Sandstorm Gold and the impact of rising gold prices for streamers: 4m40s Skeena Resources' new B.C. silver play: 8m40s Gold Standard's promising North Dark Star discovery: 15m40s KWG Resources chromite 'Bikinigate': 21m03s NexGen Energy's Harpoon uranium discovery: 26m20s Ivanhoe Mines' Kakula discovery at its large Kamoa copper deposit: 32m18s Stories referenced in this episode: Kakula discovery may be ‘complete game changer’ for Ivanhoe’s Kamoa: http://www.northernminer.com/news/kakula-discovery-may-complete-game-changer-kamoa/1003776395/ NexGen unveils Harpoon discovery at Rook I: http://www.northernminer.com/news/nexgen-unveils-harpoon-discovery-rook/1003776385/ Gold Standard strikes again at North Dark Star in Nevada: http://www.northernminer.com/news/gold-standard-strikes-north-dark-star-nevada/1003776352/ Sandstorm CEO discusses impact of rising gold prices: http://www.northernminer.com/news/sandstom-ceo-discusses-impact-rising-gold-prices/1003776156/ Miner Moments #3: Mickey Fulp discusses the uranium market: http://www.northernminer.com/news/miner-moments-3-mickey-fulp-discusses-uranium-market/1003776285/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Aug 10, 2016 • 13min

Miner Moment #3: Mickey Fulp discusses the uranium market

Matt and Lesley sit down with the Mercenary Geologist, Mickey Fulp, to riff on uranium markets following Canadian leader Cameco's (TSX: CCO; NYSE: CCJ) rather dismal second-quarter results. Lesley discusses her recent trip to Fission Uranium's (TSX: FCU; US-OTC: FCUUF) Patterson Lake South (PLS) project in Saskatchewan, and Mickey explains the patience needed to be a contrarian resource investor. Music Credit: News Intro Sound Recorded by Maximilien (soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Aug 8, 2016 • 28min

Episode 24: Back in action ft. Mickey Fulp

Matt and Lesley are back in action following a busy July with tons of material from recent site visits and interviews! Lesley discusses her trips to Great Panther Silver's (TSX: GPR; NYSE-MKT: GPL) Guanajuato mine complex in Mexico and Integra Gold’s (TSXV: ICG; US-OTC: ICGQF) historical Sigma-Lamaque project in the town of Val-d’Or, Que. Matt discusses the macro-economics of gold and oil with our special guest, Mickey Fulp. The Mercenary Geologist also touches on second-quarter results for major gold producers and the accounting wizardry of "all-in sustaining costs." Bonus: Some super geology chatter on "fish hooks" in the Abitibi! Timeline: Macro Economics: 2m30s Lesley's site visit with Great Panther Silver: 7m20s Mickey talks all-in sustaining costs: 11m00s Lesley's site visit with Integra Gold: 15m10s Intense Abitibi geology talk: 16m30s Yukon minute featuring Banyan Gold: 21m05s Mickey discusses gold majors: 23m20s Stories referenced in this episode: Integra Gold issues million-dollar challenge: http://www.northernminer.com/news/integra-takes-geology-of-sigma-lamaque-to-the-global-stage/1003707067/ Great Panther defies low silver prices and eyes growth: http://www.northernminer.com/financial-matters/great-panther-defies-low-silver-prices-and-eyes-growth/1003678699/ In review: Q2 results of major gold firms: www.northernminer.com/news/review-q2…ms/1003775910/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Aug 2, 2016 • 36min

Episode 23: Dog days of summer ft. Gwen Preston & Ben Kramer-Miller

Western Editor Matthew Keevil hosts a height-of-summer episode highlighted by a busy earning season. We dig into results from Barrick Gold (TSX: ABX; NYSE: ABX), Agnico Eagle Mines (TSX: AEM; NYSE: AEM), Goldcorp (TSX: G; NYSE: GG) and Kinross Gold (TSX: K; NYSE: KGC), and offer a sneak peak at earnings coming up this week. Special guests include Gwen Preston the Resource Maven and Ben Kramer-Miller of Mining Wealth. Matt talks a potential bull market, the intricacies of investing in rare earth elements (REE), and whether the boom in lithium is the real deal. Timeline: Macro economic and commodity talk: 0m45s Interview with Mining Wealth chief analyst Ben Kramer-Miller: 11m59s Silver Wheaton's gold streaming deal on Vale's Salobo copper mine in Brazil: 9m50s Interview with Resource Maven Gwen Preston: 25m45s Stories referenced in this episode: In review: Q2 results of major gold firms: http://www.northernminer.com/news/review-q2-results-major-gold-firms/1003775910/ Premier Pasloski supports Yukon’s miners and explorers: http://www.northernminer.com/news/premier-pasloski-supports-yukons-miners-explorers/1003775898/ Site visit: Goldcorp VP Bergeron talks future of Coffee project: http://www.northernminer.com/news/goldcorp-vp-bergeron-talks-plans-coffee-project/1003775741/ Klondike Gold’s quest for the motherlode in the Yukon: http://www.northernminer.com/news/klondike-golds-quest-motherlode-yukon/1003775692/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jul 26, 2016 • 13min

Miner Moment #2: Interview with Minister Scott Kent of the Yukon government

Western Editor Matthew Keevil is joined by the Hon. Scott Kent, who serves as Minister of Energy, Mines, Resources, Highways and Public Works in the Yukon Legislative Assembly. Topics include the entry of major Goldcorp (TSX: G; NYSE: GG) into the territory via the $520-million acquisition of the multi-million ounce Coffee gold deposit, and working with the new Trudeau Liberal government in Ottawa. We also dig into social license and permitting, and potential infrastructure spending in the Yukon. Music Credit: News Intro Sound Recorded by Maximilien (http://soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jul 25, 2016 • 20min

Episode 22: At the Bar ft. Mickey Fulp, Gwen Preston and Joe Mazumdar

At the Bar in Dawson City ft. Mickey Fulp, Gwen Preston, and Joe Mazumdar Matt and Lesley have been on the road so in place of our weekly podcast we're running an exclusive version of Mickey Fulp's "At the Bar" series featuring the Mercenary Geologist, Gwen Preston the Resource Maven, and Joe Mazumdar from Exploration Insights! Topics include gold prices, investment strategies, major gold miners, mergers and acquisitions, and more! Are we in the early stages of a bull market? [Producer's note: Forgive the semi-frequent background noise, which is a result of recording live "at the bar." The audio has been thoroughly scrubbed, but some of the more persistent background racket has persevered.] OctoBlues Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/
undefined
Jul 20, 2016 • 9min

Miner Moment #1: Interview with Joe Mazumdar of Exploration Insights

Matthew Keevil is joined by economic geologist Joe Mazumdar from Exploration Insights (https://www.explorationinsights.com/). Topics include Newmont Mining's (NYSE: NEM) recent US$1.3-billion sale of its stake in the Batu Hijau copper-gold mine in Indonesia, the rebound in junior markets, investment strategy and downside protection, geopolitical risk, and investing in the Yukon! Music Credit: News Intro Sound Recorded by Maximilien (http://soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jul 18, 2016 • 24min

Episode 21: Land of the Midnight Sun

Matt and Lesley record on-site at the Yukon Mining Association Investment Conference 2016 in Dawson City! We dig into our conversations with Goldcorp (TSX: G; NYSE: GG) on the recent $520-million acquisition of the Coffee gold project, prospect generator Strategic Metals' (TSX: SMD; US-OTC: SMDZF) massive Yukon land holdings, Golden Predator Mining's (TSXV: GPY) exciting new 3 Aces project, and much more! Super bonus: The Mercenary Geologist Mickey Fulp (http://mercenarygeologist.com/) joins us on location! Follow him on Twitter: https://twitter.com/mercenarygeo. Timeline: Goldcorp entering the Yukon: 2m19s Matt's discussions with the territorial government: 6m31s Prospect generator Strategic Metals: 9m50s Golden Predator's 3 Aces project: 12m40s Mickey Fulp joins the podcast: 13m02s Stories referenced in this episode: Goldcorp takes stake in Independence Gold: http://www.northernminer.com/news/goldcorp-takes-stake-independence-gold/1003774487/ Goldcorp offers $520M for Kaminak: http://www.northernminer.com/news/goldcorp-bids-520m-in-a-friendly-all-share-deal-for-kaminak/1003773338/ Atac eyes road access to Tiger gold deposit in the Yukon: http://www.northernminer.com/news/atac-eyes-road-access-tiger-gold-deposit-yukon/1003773987/ Cordoba, HPX move San Matias forward: http://www.northernminer.com/news/cordoba-minerals-and-friedlands-hpx-advance-san-matias/1003772130/ Copper market to flatline through 2017: ICSG: http://www.northernminer.com/news/copper-market-to-flatline-through-2017-icsg/1003772152/ Editorial: What happened to the copper rally?: http://www.northernminer.com/commodities-markets/editorial-what-happened-to-the-copper-rally/1003772132/ Golden Predator attracts heavy hitters Albert Friedberg, Rob McEwen & Pat DiCapo: http://www.northernminer.com/news/golden-predator-attracts-heavy-hitters-albert-friedberg-and-rob-mcewen/1003773670/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jul 9, 2016 • 45min

Episode 20: On the road again

Matt and Lesley tease their big trip to the Yukon next week where they'll be recording the podcast on-site in Dawson City! Discussion on Centerra Gold's (TSX: CG; US-OTC: CAGDF) US$1.1-billion deal for Thompson Creek Metals (TSX: TCM; US-OTC:T TCPTF), and Peregrine Diamonds (TSX: PGD) preliminary economic assessment (PEA) on the Chidliak project in Nunavut. Bonus talk on our upcoming Technological Metals special includes: Flinders Resources (TSXV: FDR; US-OTC: FLNXF), Tasman Metals (TSXV: TSM; US-OTC: TASIF), and Nouveau Monde Mining (TSXV: NOU; USOTC: NMGRF). Super bonus: Top 10 List of the week involving best camp inventions! Yukon media tour update: 1m20s Macro economics and commodities: 4m15s Centerra and Thompson Creek Deal: 8m20s Nouveau Monde' Matawinie graphite project: 18m40s Flinders Resources' merger with Tasman Metals: 26m20s Peregrine Diamond's PEA on Chidliak project: 32m45s Top 10 List Best camp inventions!: 35m46s Stories referenced in this episode: Centerra unveils US$1.1B deal for Thompson Creek: http://www.northernminer.com/news/centerra-unveils-us1-1b-deal-thompson-creek/1003774752/ Editorial: Silver starts to outshine gold, and Greenspan goes full goldbug: http://www.northernminer.com/commodities-markets/editorial-silver-starts-outshine-gold-greenspan-goes-full-goldbug/1003774766/ Nouveau Monde outlines economics for Matawinie graphite project: http://www.northernminer.com/news/nouveau-monde-outlines-economics-matawinie-graphite-project/1003775116/ Flinders eyes Tasman merger to tap emerging green economy: http://www.northernminer.com/news/flinders-eyes-tasman-merger-tap-emerging-green-economy/1003775184/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jul 4, 2016 • 36min

Episode 19: Brexit fallout, pipelines, and retirement

Lesley and Matt reflect back on Brexit and the recent run in gold prices before discussing Newmont Mining's (NYSE: NEM) Batu Hijau sale, Imperial Metals (TSX: III) getting the greenlight to re-start the Mount Polley mine in B.C., and Lucara Diamond's (TSX: LUC; US-OTC: LUCRF) Lesedi la Rona diamond failing to sell at auction. Bonus hijinx include: Celebrating the retirement of Matt's dad, the Northern Gateway pipeline, and dog and pony shows! Timeline: Macro markets and Brexit: 1m0s Newmont's US$1.3B sale of Batu Hijau interest: 7m45s Imperial Metals receives Mount Polley permit: 11m48s Matt's dad retires!: 14m10s Lucara's failed diamond auction: 15m51s The Yukon Minute (Sponsored): 18m43s Northern Gateway pipline: 25m50s Lundin Mining's Eagle East deposit: 29m20s Stories referenced in this episode: First Nations access fees for BC explorers ‘not acceptable,’ says AME BC: http://www.northernminer.com/aboriginal-issues/first-nations-access-fees-b-c-explorers-not-acceptable-says-ame-bc/1003774692/ Imperial to resume operations at Mount Polley: http://www.northernminer.com/news/imperial-resume-normal-operations-mount-polley/1003774664/ Adamera CEO touts stronger capital markets for gold juniors: http://www.northernminer.com/news/adamera-ceo-touts-stronger-capital-markets-gold-juniors/1003774667/ Editorial: Brexit vote stokes gold rally: http://www.northernminer.com/commodities-markets/editorial-brexit-vote-stokes-gold-rally/1003774597/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app