The Northern Miner Podcast

The Northern Miner
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/
undefined
Jun 27, 2016 • 34min

Episode 18: Brexit, AME BC and First Nations, and pranks!

Brexit, AME BC and First Nations, and pranks! Lesley and Matt talk the Brexit vote (which Matt incorrectly predicts), a big-time policy statement from the AME BC about unauthorized payment demands by First Nations in B.C., Centerra Gold’s (TSX: CG) finally receives some good news at its Kumtor gold mine in the Kyrgyz Republic, and Kinross Gold’s (TSX: K; NYSE: KGC) jumping into Quebec's Abitibi gold belt. Bonus hijinx include: Top pranks pulled in mining camps, Matt's rant on Canadian politics, and who is your favorite Street Fighter character? Timeline: Macro markets and economics: 2m5s Centerra's permit at Kumtor: 7m9s Kinross Tasiast and Quebec update: 8m35s AME BC and First Nation issues: 12m20s Reservoir and Nevsun deal: 23m24s Top pranks pulled in camp: 25m40s Stories referenced in this episode: Editorial: Uncertainty on the horizon in the Yukon: http://www.northernminer.com/news/uncertainty-horizon-yukon/1003774425/ Sabina suffers ‘surprising’ permit setback at Back River: www.northernminer.com/news/sabina-su…er/1003774290/ Centerra to appeal environmental fines: http://www.northernminer.com/court-cases/centerra-to-appeal-environmental-fines/1003773653/ Kinross aims to move Tasiast from liability to ‘world-class’: http://www.northernminer.com/news/kinross-aims-to-move-tasiast-from-liability-to-world-class/1003771606/ Nevsun trumps Lundin bid for Reservoir: http://www.northernminer.com/news/nevsun-trumps-lundin-bid-for-reservoirs-timok/1003772577/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
undefined
Jun 19, 2016 • 35min

Episode 17: Permit troubles, bidding wars, and goat brains

Lesley and Matt drill into the surprising permit rejection of Sabina Gold and Silver’s (TSX: SBB; US-OTC: SGSVF) promising Back River gold property 400 km southwest of the community of Cambridge Bay in Nunavut, and Balmoral Resources' (TSX: BAR; US-OTC: BALMF) busy field season at its Martiniere gold property in Quebec’s portion of the Abitibi greenstone belt, and the multiple bids for Kaminak Gold's (TSXV: KAM; US-OTC: KMKGF) Coffee project in the Yukon. Plus, what's the deal with gold prices and the Brexit? Bonus hijinx include: Matt's jazz hands, climate talk, and our first-ever top seven (?) list featuring the worst foods eaten at camp! Timeline: Macro markets and economics: 1m20s Balmoral's Bug Lake gold exploration: 10m15s Sabina's Back River permitting setback: 16m30s Multiple bids for Kaminak's Coffee project: 20m15s Top 7 list: Worst foods eaten while working at camp: 26m1s Travel corner with Matt: 30m30s Stories referenced in this episode: Kaminak filings reveal multiple bids for Coffee: http://www.northernminer.com/news/kaminak-filings-reveal-multiple-potential-bids-coffee/1003774167/ Sabina suffers ‘surprising’ permit setback at Back River: http://www.northernminer.com/news/sabina-suffers-surprising-permit-setback-back-river/1003774290/ Balmoral takes aim at Bug Lake in Abitibi: http://www.northernminer.com/news/balmoral-takes-aim-bug-lake-abitibi/1003774236/ Goldcorp offers $520M for Kaminak: http://www.northernminer.com/news/goldcorp-bids-520m-in-a-friendly-all-share-deal-for-kaminak/1003773338/ 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