Mining Stock Daily

John Johnston discusses the current gold trade, market dynamics, and the influence of China on gold demand. He emphasizes the lack of significant retail interest in gold, the myth of gold as a safe haven, and insights from the Commitment of Traders report. The discussion also touches on the broader commodity market landscape and investment strategies moving forward.

Fred Bell, CEO of Elemental Altus Royalties, shares insights into the company's impressive financial performance and bright future outlook. He highlights a significant revenue boost anticipated for 2024, driven by surging gold prices and the impact of their Korali-Sud asset. The conversation also delves into the potential for mergers and acquisitions in the royalty sector, reflecting on recent transactions like Triple Flag's acquisition. Bell emphasizes the importance of strategic positioning for long-term success in an evolving market.

The podcast dives into the dynamic world of mining with major merger announcements, including Triple Flag Precious Metals' acquisition of Orogen Royalties and CMOC's buyout of Lumina Gold. It highlights crucial production updates from Integra Resources and new drilling results from various companies, including Newcore Gold. The conversation also touches on exciting exploration activities and financing efforts in the sector, emphasizing the importance of personal research for investors looking to navigate this booming market.

Julian Brigden from MI2 Research joins to unravel the complexities of the U.S. economy, focusing on the precarious state of equities and bonds. He discusses the pressing issue of central bank independence and the impact of political dynamics. The conversation shifts to U.S. trade policies, highlighting vulnerabilities while underscoring gold's allure as a safe haven. Brigden reflects on retail investors' behaviors amid market shifts and the potential risks stemming from rising tariffs, providing valuable insights for navigating today's economic landscape.

Isaac B. Maresky, CEO of Gold Hart Copper, shares insights on the company's groundbreaking drilling at the Tolita project. He highlights the excitement around the first drill hole completed since 1997 and its geological significance. The discussion includes the promising geochemical anomalies discovered and the expertise of the team behind these efforts. Maresky also outlines future drilling plans and the implications for the company's growth amidst market activity. Excitement is building as they await the forthcoming assay results!

Sean Khunkhun, CEO of Dolly Varden Silver, shares insights on the company's promising drilling results in British Columbia's Golden Triangle. He discusses their high-grade silver discoveries at the Wolf deposit and strategic plans for an extensive 22,000-meter drilling campaign aimed at enhancing resource estimates. Khunkhun also highlights their upcoming NYSE listing, poised to attract US investors, and addresses the growing demand for precious metals, emphasizing bold new approaches to drilling strategies.

The hosts dive into a recent spike in gold prices, attributing it to U.S.-China trade tensions. Exploration successes shine with impressive drill results from Awale Resources and strong copper figures from Premium Resources. Elemental Altus Royalties reveals year-end financial results, hinting at significant revenue growth. Meanwhile, Li-FT Power kicks off an environmental data program for its lithium project, underscoring the importance of responsible mining practices. This lively discussion sets the stage for exciting developments in the mining sector!

Ari Sussman, the CEO of Collective Mining, shares fascinating insights on the company's Apollo project, focusing on groundbreaking drill results revealing high-grade mineralization. He explains the strategic exploration tactics being employed, including targeting a promising northern gold-silver vein zone. Sussman also discusses the implications of these findings for resource estimates and the company's strong market performance, notably benefiting from a U.S. listing amidst increasing interest in gold investments.

John Black, CEO of Aldebaran Resources, shares exciting insights about the Altar project in Argentina. He discusses the ongoing drilling progress, highlighting the focus on resource conversion and significant metallurgical testing. Delving into delays, John explains the importance of accuracy for the upcoming preliminary economic assessment and the challenges posed by Argentina's regulatory landscape. He also sheds light on the recent economic shifts in Argentina and their implications for mining projects. A must-listen for mining enthusiasts!

Paul Gurney from Beacon Securities, author of the Gurney Game Plans, dives into the ever-changing commodities market. He discusses gold's resilience as a safe haven for investors and predicts a recovery for undervalued gold equities. Gurney highlights the complexities in the copper market caused by export restrictions and China’s refining dominance. He also analyzes current oil prices' sustainability challenges and the economic implications of EV technology on future demand. Gurney emphasizes the impact of geopolitical tensions on consumer choices.