Dig Deep – The Mining Podcast Podcast cover image

Dig Deep – The Mining Podcast Podcast

Latest episodes

undefined
Oct 15, 2023 • 28min

Debunking Misconceptions: Investing in Gold for Wealth Building - with Simon Popple

In this episode we chat with Simon Popple, MD of Brookville Capital, and a sound money expert in gold investing, having dedicated his career to the gold industry for the last 15 years.  Simon is on the show to discuss the main misconceptions of investing in gold and why now is probably more important than ever to understand why gold is an important investment vehicle to maintain and build wealth. Simon is going to be attending Europe’s largest mining event, Resourcing Tomorrow, (formerly known as Mines and Money London,) which is taking place in London on the 28th-30th November, a great platform for the entire mining value chain, fostering learning, lively debates, and providing valuable networking opportunities.  So Register NOW and get your tickets by heading to www.resourcingtomorrow.com/register to receive a discount on current early bird prices using the code DIGDEEP10.         KEY TAKEAWAYS Gold is a valuable investment vehicle for maintaining and building wealth. It has limited supply and is globally recognised as valuable, making it a universal currency. There are misconceptions about investing in gold. The first misconception is that people think they need to physically possess gold, but in reality, it can be stored and insured by professionals. The second misconception is that gold doesn't provide any income, but there are ways to generate income from gold investments, such as investing in gold stocks. The third misconception is that investing in gold is risky, but there are different levels of risk depending on the type of investment, and physical gold can act as a form of insurance. It is important to have a balanced portfolio that includes exposure to both gold and fiat currencies. Gold can protect against inflation and economic collapse, while fiat currencies provide stability and liquidity. The price of gold is influenced by factors such as debt levels and supply and demand dynamics. As debt continues to rise, there is a good chance that the gold price will also increase. BEST MOMENTS "I think property probably falls into that boat. So even though I did very well out of property, I didn't see it as something I could always make money from."  "You don't have to invest in the riskiest format. And I think a lot of people, they look at gold, and they hear about these junior mining stocks, and they go, that's too risky."  "I think all I would say is, I think gold's better days are ahead of it rather than behind it, so I feel comfortable with the price where it is at the moment."  "I think it's a bit scary if you've got 100% exposure to gold and silver and no exposure to fiat currencies. I think it's all about balance."  VALUABLE RESOURCES For your free download go to https://goldprogram.co.uk/free https://www.linkedin.com/in/simon-popple-4a382a16/ http://www.brookvillecapital.com Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Oct 11, 2023 • 26min

Flynn Gold's Exploration Plans in Tasmania and Western Australia - with Neil Marston

In this episode, we chat to Neil Marston, MD & CEO of Flynn Gold who are an Australian-based mineral exploration company targeting gold and battery metals (lithium, tin, nickel, zinc) in under-explored areas of Tasmania and Western Australia. Neil has over 30 years of experience in the mining and minerals exploration sector and is a proven ASX-listed company leader, with a strong governance and corporate finance background. He joined Flynn Gold just over a year ago so he talks about his career, what the company has achieved to date with its Golden Ridge project, and what the outlook is for the company. KEY TAKEAWAYS Flynn Gold is an Australian-based mineral exploration company targeting gold and battery metals in under-explored areas of Tasmania and Western Australia. The company has achieved significant drilling results at the Golden Ridge Project in Northeast Tasmania, including intersections of high-grade gold veins. Flynn Gold has expanded its portfolio by acquiring two projects in Tasmania, namely the Fire Tower and Warrantina gold projects, and plans to conduct further drilling and exploration in these areas. The company also has projects in Western Australia, including the Mount Dove and Yarri projects in the Pilbara region, and the Kooyenobbing, Forestania, and Lake Johnson projects in the Yilgarn region. BEST MOMENTS "The analogies between Northeast Tasmania and the Victorian Goldfields are very strong geologically, and there's no reason why we can't be finding some very high-grade gold deposits on our ground." "There's no doubt that it's having a negative impact on some of the companies that are exploring purely for gold. You're seeing a lot of gold explorers pivoting towards these other commodities."  "Australia is a great place to come and build a career and a lifetime of work around our industry."  "We've got some ground up in the Pilbara, which is in the northern part of Western Australia. Two projects there, Mount Dove and Yarrie. Mount Dove is surrounded by the Hemi Goldmine to the northwest of us and to the southeast and east we've got the Pilgangoora and Wodgina, which are two Lithium projects in production at the moment." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org https://www.linkedin.com/company/flynn-gold/  X: https://twitter.com/FlynnGoldLtd/   /  @FlynnGoldLtd  https://flynngold.com.au/   Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Oct 8, 2023 • 25min

From Niger to Zambia: GoviEx's Expansion Plans and the Path to Uranium Production - with Daniel Major

In this episode we have a returning guest who appeared back in October 2021 (Episode 178). Daniel Major, CEO of GoviEx Uranium, who are a mineral resource company focused on the exploration and development of its African uranium properties in Niger and Zambia and another project in Mali. Daniel is a Camborne School of Mines mine engineering graduate and has been at the helm of GoviEx since 2012, developing the company into a position to become a Uranium producer in the near future and is here today to give us an update on the company and about the uranium market in general. Daniel is going to be attending Europe’s largest mining event, Resourcing Tomorrow, (Formerly known as Mines and Money London,) which is taking place in London on the 28-30 November, a great platform for the entire mining value chain, fostering learning, lively debates, and providing valuable networking opportunities. KEY TAKEAWAYS GoviEx Uranium is a mineral resource company focused on the exploration and development of uranium properties in Niger, Zambia, and Mali. They have two mine permitted projects in Zambia and Niger, and an exploration property in Mali. The uranium market is currently experiencing a significant rise in prices, with uranium prices jumping 12% over the past month and reaching the highest levels in 12 years. This is driven by factors such as increasing demand for nuclear power, the need for clean energy sources, and concerns about security of energy supply. The coup in Niger has affected the company's plans for the Madaouela project, as it has put a pause on the debt financing process.  The Muntanga project in Zambia is a low-cost, open-pit heap leaching operation with favourable economics. It has a net present value (NPV) of $189 million at the current uranium price, and the company believes there is potential to further improve the project's economics. BEST MOMENTS "The uranium market is actually flying at the moment. We've been talking about supply and demand fundamentals changing and improving, tightness in the market, declining inventories, all these good things. And then finally, the clock is right, and it's absolutely flying."  "If you want clean energy, you can't do it with renewables alone. And certainly, if you want it to be commercially viable, you can't do it with renewables."  "We're now able to make sure that our Zambian project is pushing forward while we wait to resolve what is going on in Niger. We keep pushing forward on that" "The momentum is definitely in the uranium market. As we said, we're massively undervalued. We've got two great projects. You're getting one of them for a third of its value and the other one you get for free. And it is a complete leverage. So if that changes around, you get all of that uplift that's sitting there in that project as well." VALUABLE RESOURCES Register NOW (www.resourcingtomorrow.com/register) to receive a discount on current early bird prices using the code DIGDEEP10. Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Oct 4, 2023 • 26min

The Future of Copper Mining in Chile: Max Tuesley Discusses Opportunities and Challenges

In this episode we chat to Max Tuesley, Managing Director at Culpeo Minerals who are a copper exploration and development company whose interests are focused in Chile, the world’s number one copper producer. The company is concentrating on exploring potential high grade copper systems in the coastal Cordillera region of Chile. Max is a geologist with 30 years’ experience in base metal/gold exploration and mining and has a proven track record of successful project and team management, both within Australia and Internationally, working on projects in Mongolia, Sudan, Laos & Philippines. Max has been with Culpeo for the past few years and give us an overview of the company, their Lana Corina and Fortuna projects and what they are looking to achieve plus the outlook for copper. KEY TAKEAWAYS Culpeo Minerals is a copper exploration and development company focused on the coastal Cordillera region of Chile, the world's number one copper-producing country. The company has four main project areas in Chile, including Lana Corina, where they have had significant drilling success with wide, high-grade copper and molybdenum intersections. Culpeo recently acquired a new project called Fortuna, located 10 kilometers north of Lana Corina, which has multiple drill targets and potential for mineralization. Chile offers attractive opportunities for copper exploration due to its high copper reserves, well-established mining laws, and accessible infrastructure. BEST MOMENTS "Chile, as you mentioned earlier, is the number one copper producer in the world. It's got the highest reserves of copper in the world. It's a great place to look for copper."  "Chile really is a mining country. I think the general population of Chile understand the importance of the mining industry, you know, it is the main input into the GDP of Chile."  "I think short term where we're in for probably a little bit of, you know, a low price regime, but I think medium to long term, we're going to see, you know, copper certainly going to get back up to $10,000 a ton." "We certainly want to explore the ground that we've got. Over the next six months, we certainly will be bringing the drill rig back… There'll be quite a lot of drilling to report on in the next three to six months." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org www.culpeominerals.com.au https://twitter.com/CulpeoMinerals  Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Oct 1, 2023 • 31min

The Importance of Education and Rebranding in the Mining Industry - with Rowan Phendler

In this episode we chat to Rowan Phendler, Director of Natural Resources for Cripps Leadership Advisors who deliver executive search and leadership advice to dynamic CEOs and boardrooms worldwide. Rowan has a wealth of experience supporting boards, senior executives and management teams across mining, oil, gas and renewable energy sectors across the globe and we are going to discuss a report you recently released around “securing mining’s future workforce” and some other topics around skills in our industry and talent pools and mining as a brand. Rowan is going to be attending Europe’s largest mining event, Resourcing Tomorrow, (Formerly known as Mines and Money London,) which is taking place in London on the 28-30 November, a great platform for the entire mining value chain, fostering learning, lively debates, and providing valuable networking opportunities. Register NOW (www.resourcingtomorrow.com/register) to receive a discount on current early bird prices using the code DIGDEEP10 KEY TAKEAWAYS The mining industry is facing a challenge in attracting young talent, as a recent survey showed that 70% of respondents aged 15-30 would not consider working in the industry. To address this issue, the industry needs to focus on rebranding and changing the public perception of mining. This includes showcasing the positive impact of mining on the supply chain and the role it plays in the energy transition. There is a need for a collaborative effort among industry leaders, associations, and governments to educate the public about the importance of mining and the career opportunities it offers. Companies should be open to hiring talent from diverse backgrounds and industries, not just those with mining experience. This can help bring in fresh perspectives and skills to drive innovation and growth in the industry. BEST MOMENTS "70% of respondents said they wouldn't consider working in the mining industry."  "The only way to achieve net zero, the only way to achieve the energy transition is through mining." "It's about showcasing the supply chain and the actual end result of what the consumers are holding and the importance of mining." "Changing someone's behavior doesn't happen overnight. It's about working with an outside source to initiate that change internally." VALUABLE RESOURCES Register NOW (www.resourcingtomorrow.com/register) to receive a discount on current early bird prices using the code DIGDEEP10 https://www.cripps.global/ mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Sep 27, 2023 • 27min

Exploring the Potential of Nordic Nickel - with CEO Todd Ross

In this episode we chat to Todd Ross, MD and CEO of Nordic Nickel who are a junior mining company who holds a district-scale landholding of highly prospective nickel sulphide tenements in the world class Central Lapland Greenstone Belt of Finland. Todd has a finance background with over 23 years’ experience in finance, derivatives, and corporate advisory within the Natural Resources sector. He specialises in project and acquisition financings across range of commodities in multiple jurisdictions. He has been at the helm of Nordic Nickel for 18 months now so is going to share with us his journey, what Nordic Nickel have been up to with their Pulju Project and how they got on with the BHP Xplor Program. KEY TAKEAWAYS Nordic Nickel is a junior mining company with a district-scale land holding of highly prospective nickel sulfide tenements in Finland's Lapland Greenland belt. The CEO, Todd Ross, has a finance background and over 23 years of experience in finance derivatives and corporate advisory within the natural resources sector. Nordic Nickel participated in the BHP Xplor program, which supports junior exploration companies and helps them establish themselves for success. The company has a strong outlook, with ongoing drilling campaigns, an updated mineral resource estimate expected, and potential partnerships with major mining companies and OEMs in the future. BEST MOMENTS "I think we've got certainly big ambitions in Europe and looking to become a major supplier of Class 1 nickel sulphides in Europe." - "The fact that we already have a maiden resource, which we released in August last year, the maiden resource, I should mention, is 133Mt at 0.21% Nickel. That's got contained 278,000t of contained Nickel already and 12,500t of Cobalt."  "We're positioned to be a major strategic player in the whole battery metals chain, value chain that's going on in Europe."  "We've attracted the attention of the world's largest mining company already. They're very excited about what we're trying to do." VALUABLE RESOURCES https://nordicnickel.com/ https://www.linkedin.com/company/nordic-nickel-ltd/ https://twitter.com/nordicnickel mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Sep 24, 2023 • 39min

Creating a Sustainable Future: Draslovka's CEO Pavel Bruzek Jr. Discusses the Outlook for Mining

In the episode, we chat to Pavel Bruzek Junior, CEO of Draslovka, who are a Czech family company and recognized as a global leader in the R&D and production of cyanide -based chemicals which are used in mining and their products are also essential in the production of many items we use in our daily lives such as smartphones or vitamins. Pavel has extensive venture capital experience with a core focus on start-ups in biotechnologies and is a board member of several successful central European start-ups. He talks about the company and what they do within the mining industry and they are the number one supplier of cyanide related projects in the industry. KEY TAKEAWAYS Draslovka, a Czech family-owned company, is a global leader in the R&D and production of cyanide-based chemicals used in the mining industry. The GLT technology developed by Draslovka is revolutionary in the mining industry as it combines sodium cyanide and glycine to create a more selective and efficient leaching process. The company has established partnerships with major mining companies like Barrick Gold and Bayan Airag, who are testing and implementing the GLT technology in their operations. Draslovka's outlook for the future is to continue integrating recent acquisitions, expand their market presence, and become a full solution provider for mining companies, offering not only chemicals but also process optimization and sustainability solutions. BEST MOMENTS "Draslovska is a provider of sustainable solutions that are empowering critical industrial sectors, such as mining, agriculture, and especially chemicals, with safe and at the same time, the most efficient and the most sustainable solutions."  "GLT is our proprietary and patented technology that includes several solutions that are addressing the biggest pain points of the 21st century mining industry, such as profitability and sustainability profile and environmental footprint."  "Glycat is already proven. It is already delivering, and it can fundamentally improve the financial performance of the mining companies, while at the same time, it is significantly reducing the environmental footprint of their operations."  "The future of the world depends on the mining sector, as it is really an essential and critical part of the energy transition. And we just cannot get there without mining."  VALUABLE RESOURCES mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Sep 20, 2023 • 35min

Unlocking Greenland's Mineral Wealth: Eldur Olafsson's Vision for Amaroq Minerals

In this episode we have a returning guest who appeared back in Feb 2022 (Episodes 209). Eldur Olafsson, Founder and CEO at Amaroq Minerals who are a Greenland-focussed mining company engaged in the identification, acquisition, exploration and development of gold properties and other strategic minerals assets in Greenland. Eldur is a geologist by background and has worked in around Greenland and Iceland for well over a decade and started Amaroq Minerals which was formally know as AEX gold back in 2017 so has come a long way since then and he shares his journey, what Amaroq Minerals has been up to since we last spoke and gives us an update on the progress of the Nalunaq project. KEY TAKEAWAYS Amaroq Minerals is focused on the identification, acquisition, exploration, and development of gold properties and strategic minerals assets in Greenland. Greenland has significant mineral potential, with outcropping mineral deposits and a geological prospectivity that is highly favourable for mining. Amaroq Minerals is currently focused on the development of the Nalinaq gold mine in South Greenland, with a target of increasing the resource from 320,000 ounces to well above a million ounces in the next three years. Amaroq Minerals is also actively engaged in strategic minerals exploration, including rare earths, base metals (copper, molybdenum, nickel), and PGA (platinum group elements), with ongoing drilling and geophysical surveys to identify and define new deposits. BEST MOMENTS "Greenland has in our mind, one of the best mineral potential you can find… Geological prospectivity is fantastic."  "We have a current resource of 320,000 ounces. Our target is to increase that resource to well above a million ounces in the next three years."  "We are among, if not the largest private investor in Greenland… There's been a lot of investment into things like rigs, camps, all of these things you need to be able to be successful."  "The logistical route into Greenland is via Copenhagen or via Halifax… So that's a pretty good service compared to many other countries around this Arctic region." VALUABLE RESOURCES mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Sep 17, 2023 • 28min

Challenges and Catalysts for the Uranium Market: Insights from James Sykes

In the episode we have a returning guest who appeared recently back in October 2021 (Episode 182). James Sykes, is the CEO and Director at Baselode Energy, a fully funded Uranium exploration company that has achieved resounding success within the region, like holding a portfolio of highly prospective uranium exploration properties in the eastern side of the Athabasca Basin. James is an established geologist and explorer in Athabasca Basin namely in uranium exploration and discovery. He’s been at the helm of Baselode Energy now for over 3 years so we get an update from as to what has been happening over the last few years, Baselode’s ACKIO results and what is happening in the Uranium market at the moment. He’s also going to be attending Europe’s largest mining event, Resourcing Tomorrow, (Formerly known as Mines and Money London,) which is taking place in London on the 28-30 November, serves as a unifying platform for the entire mining value chain, fostering learning, lively debates, and providing valuable networking opportunities. Register now and receive a 10% discount on current early bird prices using the code DIGDEEP10. Click here to get your ticket to this: www.resourcingtomorrow.com/register KEY TAKEAWAYS Baselode Energy, a fully funded uranium exploration developer, has achieved success in the Athabasca Basin region, holding a portfolio of highly prospective uranium exploration properties. Baselode Energy's main focus is on the ACKIO discovery, which is a potential open-pit uranium mine. The project has expanded and shown promising results, with multiple zones of mineralization starting at shallow depths. The uranium market is currently experiencing a surge in demand, driven by increased nuclear energy needs globally. The supply side, however, is struggling to keep up, with many previous mines on care and maintenance and limited production capacity. The catalysts for money to flow into the uranium industry include rising spot prices, increased awareness and sentiment in the market, and successful funding deals for uranium companies. The outlook for Baselode Energy includes further exploration and drilling at ACKIO and Hook projects, with potential plans for additional projects in the future. BEST MOMENTS "This is an extremely hot market and it's really dominated by the lack of supply and increased demand."  "Nuclear energy does not have the best reputation in the public's eye. Albeit it's the greenest, safest source of Baseload power globally, and has been since the 50s."  "We're even seeing it in the news. You're seeing it on CNN. You're seeing it on Bloomberg. You're seeing it on the Financial Times. It's being mentioned. So that, yeah, that basically means that the sentiment is there, the awareness is there, and the money is flowing in."  "We're seeing those same spot price levels now and the sophisticated investors, the market makers, the funds, they're all seeing that same price value now."  VALUABLE RESOURCES Twitter https://twitter.com/baselodee LinkedIn https://www.linkedin.com/company/baselode-energy/ YouTube (The Ore Group channel) https://www.youtube.com/channel/UCM9WVfeCJdrS29dZzFrpH5w mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
undefined
Sep 13, 2023 • 26min

Unlocking Value: The Power of Royalties in the Mining Sector

In this episode we have a returning guest who appeared by in May 2020 (Episode 79). Adam Davidson is the CEO Trident Resources is a diversified mining royalty and streaming company, providing investors with exposure to a mix of base and precious metals, bulk materials (excluding thermal coal) and battery metals. Adam came through the US Marine Corps into the financial sector and worked for a few equity funds and a mine services company before joining Trident back in 2019 as their CEO and been there since. He discusses how the company grew from having 1 royalty when we last spoke in 2020 to over 20 royalties now and what they are looking to achieve in the future. KEY TAKEAWAYS Trident Resources has experienced significant growth since their last podcast episode, going from having one royalty to now having over 20 royalties in their portfolio. The company focuses on a diversified approach, with exposure to base metals, precious metals, bulk materials, and battery metals royalty streams. Their objective is to provide investors with a means to gain exposure to the mining sector through a single share, offering inbuilt diversification and potential for steady dividends. The company is actively working on new transactions and aims to continue expanding their portfolio while also lowering their cost of capital through leveraging their asset base. They are active on social media platforms such as Twitter and LinkedIn for updates and encourage interested individuals to sign up for their newsletter on their website. BEST MOMENTS "We want to get to the point where a generalist investor… could buy a share in Trident and through that single share have got exposure to the depth and breadth of the mining sector." "The royalty in its most basic form entitles the royalty holder to a percentage of revenue from the underlying operations." "We see opportunities in gold royalties that maybe fly below the radar of some of our peers." "Lowering our cost of capital is a key to this business… Ultimately, where we'd like to get to is a revolver, whereby you can draw down the facility to make an acquisition, pay it back from cash flow and repeat that process." VALUABLE RESOURCES X:@TridentPlc https://twitter.com/TridentPlc LinkedIn:Trident Royalties plc https://www.linkedin.com/company/tridentroyalties/ Web: https://tridentroyalties.com/ mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJgQ?guidedhelp_flow=3 rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode