Dig Deep

In this episode we chat with Rob Crayfourd and Keith Watson, co-Fund Managers for CQS Natural Resources Growth and Income and Geiger Counter Funds, both funds which provide shareholders with exposure to a broad portfolio of mining and resource-focused equities, aiming to deliver both steady dividend income and capital growth. CNR has a focus on critical commodities (including base, precious, and battery metals, as well as energy and shipping) across a diverse range of geographies, thereby generating strong returns. GCL has a more targeted position, investing exploration, development, and production of energy, particularly Uranium. Last year the CNR fund won Investment Week’s Trust Investment Company of the Year, pipping Blackrock World Mining to the post. They talk about all 3 funds and discuss further around particular commodities, what happening geo-politically, the current financial markets, and the commodity outlook for 2024.  KEY TAKEAWAYS The funds focus on the energy and mining sector, with a particular emphasis on critical commodities, including base and precious metals, uranium, and energy. The funds aim to provide shareholders with exposure to a broad portfolio of mining and resource-focused equities, with a focus on steady dividend income and capital growth. Uranium is a key focus for the funds, as it has been the strongest commodity in recent years and is expected to continue to perform well due to increasing demand and supply disruptions. Geopolitical tensions, particularly in regions such as the Red Sea and the Strait of Hormuz, can have a significant impact on commodity prices and shipping routes, which is something the funds take into consideration. The funds are cautious about the potential impact of rate cuts and deflation on the gold market, but they remain optimistic about the medium-term outlook for gold and believe that gold equities are attractively valued. BEST MOMENTS "We think central banks can be quite cautious there about cutting too aggressively because they don't want to see a kind of repetition of the 70s where they cut too quickly and then they see inflation coming back." "We're cautious on certain regions. The stands generally get a bit of a wide berth, but there are exceptions to that. Kazakhstan has been okay to operate in, for example."  "We're constructive on the space. We reflect that in the portfolio where we've increased the relative weighting. We expect central bank demand to remain strong given the geopolitical uncertainty, China dumping US treasuries."  "We think the names have kind of lagged at the back end of the underlying miners and the equities have lagged at the back end of 2023 with a bit of profit taking given the strong returns that they've delivered."  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 GUESTS Website: https://ncim.co.uk/ LinkedIn: https://www.linkedin.com/company/geiger-counter/ LinkedIn: https://www.linkedin.com/company/cqs-natural-resources-growth-and-income-plc/ Fund: CQS Natural Resources Growth and Income plc: https://www.londonstockexchange.com/stock/CYN/cqs-natural-resources-growth-and-income-plc/company-page Fund: Geiger Counter: https://www.londonstockexchange.com/stock/GCL/geiger-counter-limited/company-page Fund: Golden Prospect: https://www.londonstockexchange.com/stock/GPM/golden-prospect-precious-metals-limited/company-page ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode, we chat with Luke Knight, CEO of Central Copper Resources, a copper exploration and development company with a significant, highly prospective landholding in the Central African copper belts with 2 assets in the DRC and the other in Zambia with all three projects having significant high-grade resource potential. Luke has over 25 years of experience in the industry managing exploration and development projects in various countries in Africa and South America. More recently as a director at AMED funds, he focused on investments in the mineral/commodity space across Africa, responsible for portfolio monitoring before taking the helm at Central Copper. We talk about the company, the 3 projects: West Congolian project, and Kayeye project in the DRC, and their Lunga project in Zambia and raising capital in the junior mining space.  KEY TAKEAWAYS Central Copper is a copper exploration and development company with significant high-grade resource potential in Central Africa Copper Belts. The company has three projects, two in the DRC and one in Zambia, with the flagship project being the West Congolian project in the DRC. The West Congolian project has an existing high-grade copper deposit with the potential for using sorting mechanisms to produce direct shipping ore, reducing capital expenditure and fast-tracking production. The company's second project, Kayeye, is located adjacent to Ivanhoe's Kamoa Kukula mine in the DRC and has shown geological continuity with Kamoa Kakula, indicating potential for future discoveries. Central Copper is also exploring the Lunga project in Zambia, which has shown promising soil geochem anomalies and the potential for a near-surface oxide resource. BEST MOMENTS "We've got quite a lot of work planned there over the next 6 to 12 months."  "We've got an existing exploitation right over our flagship deposit that was awarded in 2022."  "We've got some very good soil geochem anomalies... and now it's time to drill."  "We're looking at raising, while staying private now, a significant raising for a private exploration company."  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 luke@centralcopper.com https://www.linkedin.com/company/central-copper/ https://centralcopper.com/ ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we chat to Oliver Gunasekara, CEO of Impossible Metals, whose missions is to preserve the deep ocean ecology while we unlock the potential of seabed critical metals, accelerate the transition to sustainable energy. We have built an underwater robot which selectively pick up these battery rocks without harming the environment. Oliver is a business leader with thirty+ years experience, encompasses three of the major technology trends: mobile computing, cloud computing, and multimedia technologies. He discuss Impossible Metals’ approach to deep sea mining – using underwater vehicles that collect metals critical for EV batteries without harming the seabed ecosystem. Great episode for those that would like to know more about deepsea mining. KEY TAKEAWAYS Impossible Metals is a technology startup focused on deep sea mining, with a mission to preserve the deep ocean ecology while extracting critical metals for sustainable energy. They have developed advanced autonomous underwater vehicles (AUVs) that can collect battery rocks from the seabed without harming the ecosystem. The company is committed to environmental sustainability and aims to minimize sediment disturbance, noise, and light pollution in their mining operations. They collaborate with marine scientists and environmental organizations to gather input and conduct research to better understand and mitigate the impact of deep sea mining. Impossible Metals emphasizes transparency in their operations and plans to provide detailed information, including video data, for each ton of material collected. They also support the idea of a battery passport to track the extraction and utilization of metals. BEST MOMENTS "We desperately need these metals... We need 500% more mining to get these transition metals to get to net zero."  "What if we could replace all of that with the seabed?... I feel very good about what we're doing."  "We are trying to show people that Deep Sea Minerals has a great opportunity here... We can do it with the lowest cost."  "We're about to test what we call Eureka 2 in the deep ocean... We will be only the second company in the last 50 years to achieve that." 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/impossible-metals/ https://youtu.be/GM5xBpMa3B0 https://www.youtube.com/@impossiblemetals https://impossiblemetals.com/blog/current-status-of-deep-sea-mining-regulations/ https://impossiblemetals.com/blog/why-will-deep-sea-mining-be-less-expensive-than-traditional-land-based-mining/ https://impossiblemetals.com/ ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we have a returning guest who appeared twice before in Nov 2019, (episode 51) and in April 2023 (episode 327). Mike Jones, Managing Director at Impact Minerals Limited, an exploration company listed on the ASX with four extensive tenement holdings within Australia, featuring significant potential for high-grade mineral deposits of gold, silver, lead, zinc, copper and nickel. A graduate from the Royal School of mines, Mike is a very experienced geologist across Australia and in particular WA working on over 80 projects both in greenfields and near mine exploration in a wide variety of mineralised terrains during his career and he gives us an update the progress on the company, results of the scoping study and metallurgical test results and an update on the Western Australian mining industry. KEY TAKEAWAYS Impact Minerals is focused on the development of the Lake Hope project, a high purity alumina project in Western Australia. The pre-feasibility study for the Lake Hope project is underway, with the aim of bringing the project into production in the next couple of years. The project has the potential to be a world-class deposit, with a significant supply deficit of high purity alumina expected by 2026. Impact Minerals is also actively exploring its Arkan project, which has shown significant anomalies for nickel, copper, PGE, gold, and rare earths. The Australian mining industry has seen a downturn in certain commodities like lithium and nickel, but there are opportunities in gold and uranium. Financing for junior miners has been challenging, but there has been a recent flurry of activity in the market. BEST MOMENTS "It's always been my opinion that doing a small scale mine is a waste of time. It's a bit like that old quote, you know, it's not worth getting out of bed in the morning for less than 100 or 150,000 ounces of gold a year."  "We're now in the process of putting a mine, hopefully, into production over the next couple of years and being on the track to development."  "We believe that we can produce material much cheaper than anyone else. And that's a very good place to be in bulk commodities."  "We've got a significant copper only anomaly coming out very shortly as well. And we will be pushing forward with that project as well."  "The resources sector has just been a bit of a malaise over the last six months. Unfortunately, it's not getting any better at the moment because lithium and nickel are just completely in the doldrums."  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.impactminerals.com.au/site/content/ https://www.linkedin.com/in/mike-jones-48831615/ https://www.linkedin.com/company/impact-minerals-limited/ ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we chat to John Sisay, who has two decades of senior leadership experience in the mining industry working for the likes of Weatherly International and Allied Gold Corp before becoming the CEO of Sierra Rutile Limited, managing one of the largest natural rutile deposits in the world. During John’s career, he has operated in over ten African countries, including roles at De Beers and America Minerals Fields (now part of First Quantum). John is currently the CEO of Ongopolo Mining and Processing Ltd and talks about a variety of subjects including: Namibia’s recent decision to ban the export of unprocessed ore The countries mining policies The opportunity to develop local supply chains to improve the sector’s sustainability and impact Why copper prices must be maintained at >$10,000 per ton to ensure supplies meet demand by 2030, and Government’s role in ensuring this KEY TAKEAWAYS John Sisay has two decades of senior leadership experience in the mining industry, working for companies like Weatherall International and Allied Gold Corp. He is currently the CEO of Ongopolo Mining and Processing Limited, which is developing a copper mine in Namibia. Namibia has transparent laws, a stable court system, and predictable investment incentives, making it an attractive destination for mining companies. The country's mining policies prioritize retaining value within the country and developing local supply chains to promote sustainability and create high-skilled jobs. Copper prices need to remain above $10,000 per tonne to meet future demand, especially with the growth of the electric vehicle market and the need for sustainable energy solutions. BEST MOMENTS "The government's intention is to really spread the footprint of the wealth from mining in the country."  "Namibia is an excellent country in terms of the rule of law, in terms of the mining legislation, but also has a history of mining."  "To incentivise all of us to do more and expand more, we need that price to hike. And I'm confident that the price will go up because the major paradigm shift is the EV revolution." "A lot of these resource-based countries are also looking and thinking, well, why are we not at the table? Why are we just exporting all the wealth?" 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 Guest Mail: jbs@ccopper.com ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In the episode we chat to Rodney Illingworth, Managing Director of NT Minerals, an Australian based ASX-listed resource company focused on the discovery and development of world-class mineral projects. Currently the company is concentrating its efforts on the Redbank Copper Project located in the McArthur Basin, Northern Territory. Rodney is also MD of Adroit Capital Group, is a family office established to focus specialised investment advisory and management services across resources, energy and technology. On the podcast today Rodney tells us more about NT Minerals and his knowledge of the Northern Territory region and what they are looking to achieve as a company. KEY TAKEAWAYS NT Minerals is currently concentrating its efforts on the Redbank Copper Project located in the MacArthur Basin in the Northern Territory of Australia. Rodney and his team have a strong background in working with mineral companies, particularly in exploration and development. NT Minerals has a performance-based remuneration structure for its executives, with Rodney receiving a salary of $1 per annum plus options. The company's strategy is to focus on building out the current copper resources, while also exploring opportunities for consolidation and expansion in the mining market. BEST MOMENTS "We're not just protecting our investment, we want to increase the investment."  "There's an opportunity there to develop that out and then grow it out from that."  "I think there's an opportunity to do some consolidation in that space."  "All the money that you get is going into the ground."  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/in/rodney-illingworth-10201419/ https://www.linkedin.com/company/ntmineralslimited/ https://ntminerals.com.au/ ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we chat to Jeff Townsend, founder of the Critical Minerals Association, who are an organisation that brings expertise in enabling them to intersect with government and industry, to support its members in developing secure and responsible critical mineral supply chains. Jeff is an experienced public affairs and campaign strategist with experience working in the highest levels of business and politics and knows the importance of the mining sector, in securing the UK’s critical mineral supply chains. He tells us more about the association and what they do and also discusses the government and do they really understand mining? KEY TAKEAWAYS The Critical Minerals Association is an organisation that supports its members in developing and securing critical mineral supply chains. The association works with governments and industry to advocate for the mining sector and the importance of critical minerals in securing the UK's supply chains. Jeff has a background in politics and public affairs, which has helped him understand the intersection of mining, politics, and international development. Governments are starting to take the critical minerals space more seriously, but there is still a gap in understanding and the ability to deliver on the necessary actions. BEST MOMENTS "The reality is there is no free market in the critical mineral space."  "We need critical minerals and we need to change the way that we secure those critical minerals and the speed at which we secure those critical minerals if we have a shot of meeting the required actions."  "We're into tridents now. Anyway, one is going to be the track and trace. So I think there's going to have to be more on that ESG and that track and trace and being deliverable against set kind of goals."  "I'm a big fan of Lava Blue out in Queensland. I'm a big fan of the Queensland government in general. Their critical mineral strategy is excellent. Their critical mineral minister is a superstar." 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 LinkedIn: Critical Minerals International Alliance X: @CMIA_alliance   Website: www.cmialliance.com Email: jeff@criticalmineral.org ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we chat to Farzad Nader, Director and COO of Red Paramount Iron, a Canadian emerging steel feed production company that is fully committed to reducing global emissions by producing zero-emission green steel feed.  With over 25 years industry experience, Farzad is a professional engineer experienced in valuation, optimization, and complete development cycle of greenfield mining projects and expansion of existing mines and facilities. He has been involved in developing multi-billion-dollar mining projects in various locations and early-stage projects with Newmont and Teck Resources. He talks to us about Red Paramount Iron and how they are going to become the world’s leading supplier of green steel. KEY TAKEAWAYS Red Paramount Iron is a Canadian emerging steel feed production company that is fully committed to reducing global emissions by producing zero emissions green steel feed. The company has a significant iron ore resource of around 527 million tons with high quality and low impurities, making it suitable for green steel production. The project is located in Newfoundland and Labrador, Canada, which offers advantages such as existing infrastructure, access to low-cost electricity, and abundant water sources. The company has secured government funding and is in discussions with other investors to raise capital for the project. The management team has extensive experience in mining and is supported by a board of advisors with expertise in various areas. BEST MOMENTS "Steel production is one of the most pollutant industries. At the moment for every ton of steel that is being produced around 800 kilograms of coal is required."  "The Canadian advantage is two things. All the Canadian iron ore, or majority, 95% of that is located in Newfoundland and Labrador and Quebec."  "We have secured around four million dollars of government funding so far. We are also in discussions with some other investors to bring some additional funds."  "The fact that the process is very easy, the infrastructure is available, we have access to low cost electricity, which brings the development cost much, much lower than developing a mine."  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://redparamount.ca/ https://www.linkedin.com/in/farzadnader/ ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In the episode, we have a returning guest who appeared in Feb 2023 (Episode 316). Tim Strong, MD of Asara Resources (Formerly Golden Rim Resources) who are an ASX-listed gold exploration company who are developing significant value by spearheading the next West African gold rush in its exciting flagship Kada Gold project in Guinea. Tim is a Cambourne School of Mines geology graduate who has worked and travelled around the world working with both junior and major mining companies during his career on a range of projects from target generation through to exploration planning & strategy, resource estimation, and feasibility level studies. In the episode, Tim gives us an update on Asara Resources and the reason why the company have changed their name recently. We also discuss how investors should analyse companies, and what they should be researching if they are looking to invest. KEY TAKEAWAYS Tim Strong is the MD of Asara Resources, formerly known as Golden Rim Resources, an ASX listed gold exploration company. Asara's flagship project is the Kada Gold Project in Guinea, which has a near-surface oxide gold deposit. In 2023, Asara Resources conducted a significant drilling program at the Kada Gold Project, resulting in an indicated resource of nearly one million ounces of gold. Asara Resources also has a 2 million ounce gold deposit in Burkina Faso, which they are looking to divest due to ongoing issues in the country. The company is focused on advancing their projects in Guinea and is looking to divest non-core assets to strengthen their financial position. BEST MOMENTS "We've spent the year building up the confidence level of that project."  "I think, the current situation in the Middle East, the disruption to shipping through the Middle East, I think this is just all a perfect storm for a great gold market." "I think, the world needs junior miners. The big companies aren't, you know, they're not out there finding their own deposits. They're buying small companies like Asara."  "Give some love to your junior miners. It's been a tough year for us. And, you know, we're all out here doing the best job we can. And, we need support to find discoveries."  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 ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

In this episode we chat to John Cash, Chairman of the Board, Chief Executive Officer and President of Ur-Energy who engages in the identification, acquisition, exploration, development, and operation of uranium projects and currently own and operates the Lost Creek in-situ recovery uranium facility in south-central Wyoming. John has nearly 30 years of experience in uranium exploration, radiation safety, regulatory and legislative affairs, uranium recovery operations, and international trade, as well as extensive management experience. Before joining Ur-Energy, he worked for established uranium mining companies, including BHP, Rio Algom Mining, and Crow Butte Resources, a subsidiary of Cameco. He talks about why venture capitalists are so hot on nuclear energy, the future of energy supply, uranium stocks and ETF, how geopolitical risks and project development challenges could constrain global uranium supply, and how to tackle the looming shortfalls. KEY TAKEAWAYS John Cash has over 30 years of experience in the uranium industry and has dedicated his entire career to this sector. Ur-Energy is a publicly traded uranium company that owns and operates the Lost Creek in situ recovery uranium facility in Wyoming. The company utilises in situ mining technology, which involves injecting CO2 and oxygen into the mineralised uranium zone to dissolve the uranium and pump it back to the surface for processing. Geopolitics plays a significant role in the uranium market, particularly with Russia's dominance in uranium refining and potential supply disruptions due to geopolitical tensions. The US defense sector may increase its demand for uranium in the future, requiring the establishment of domestic enrichment facilities to ensure national security. BEST MOMENTS "It certainly is an exciting time in the uranium space."  "The advantages are the capital expenditure is minimal. The environmental footprint is very small and the operating costs tend to be very low."  "Russia really dominates the world in those two steps with conversion and enrichment."  "We're going to continue to ramp up production at Lost Creek, working as hard as we can to do that."  "We would love to sign three, four, five more contracts within the first quarter to two quarters of next year."  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 Guest Website: https://www.ur-energy.com/ Guest X: https://twitter.com/ur_energy  ABOUT THE HOST 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. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.