Mining Stock Daily

In this week's long-form, Trevor interviews Paul Gurney, a resource sector expert, about the current state of the commodity investment conversation, with a focus on the copper market. They discuss the high commodity prices and the availability of equity capital for investment. They also explore the potential for growth in the copper complex through acquisitions and exploration. The conversation delves into the role of Chinese capital in the mining industry and the political challenges faced by mining projects in the United States. They touch on the concept of sustainable mining and the need for long-term planning and support from governments. They touch on the slow pace of technological advancements in the industry and the lengthy permitting process for mining projects. They also discuss the disconnect between city dwellers and the source of their food and materials, emphasizing the importance of understanding where our resources come from. The conversation then shifts to exploring potential mining opportunities in Argentina, Kazakhstan, and Colombia. They also discuss the performance of gold miners and the anticipation of Q2 production numbers and financials. The conversation concludes with a discussion on the importance of cash flow and the need for producers to demonstrate leverage to commodity prices. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠⁠⁠⁠.

Tim Warman, CEO of Atacama Copper, discusses the company's focus on copper exploration in Chile and Mexico. He explains how the company was formed through an RTO with backing from investors like Pierre Lassonde and Ross Beatty's Lumina Group. Warman highlights the potential of the Christina project in Mexico along with the early work done in Chile.

Rob Sinn joins Trevor for some general market conversations in this episode. The conversation discusses the current state of the TSX Venture Exchange and the junior exploration stocks. It highlights the recent uptrend in the market and the buying activity in the junior mining sector. The conversation also touches on the opportunities and potential for growth in the precious metals and mining industry. It covers specific stories and board changes in companies like Awale, Arizona Metals, and Red Pine Exploration. The conversation concludes with a discussion on the importance of integrity and trust in the industry.

Awale Resources have announced board changes while Arizona Metals announced management changes. There are new drill results form Rupert Resources, Premium Nickel and Abitibi Metals. Exploration season is kicking off in Yukon. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠⁠⁠.

Matt Badiali, CEO of Quetzal Copper, discusses the current state of the copper market and the factors driving its demand. He highlights the increasing use of electricity in everyday life, the rise of electric vehicles, and the demand for copper in data centers supporting AI. Badiali also discusses the challenges in copper supply, including the age and declining grade of existing mines and the difficulty in permitting new mines. He suggests that major tech companies could play a role in financing new copper projects. Badiali then provides an update on Quetzal Copper's Christinas project in Mexico, which has shown promising copper prospects. He explains the geological characteristics of the project and the company's plans for drilling and exploration.

Viva Gold CEO, James Hesketh, discusses the Tonopah Gold Project in Nevada. The goal of the drilling program was to confirm and expand high-grade zones. Recent drill results have shown longer intervals and good grades, shaping the project for a technical report. The company aims to complete infill drilling and move rapidly into a pre-feasibility study. Future financing will be needed, and there is an appetite for funding in the current market. There is also speculation about potential M&A activity in the Tonopah district.

Trevor and Tony discuss the current state of the stock market and the factors driving its rally. They analyze the recent CPI data and its impact on interest rates and sectors of the market. They also discuss the performance of gold and other commodities, as well as the potential return of the dollar-gold relationship. The conversation touches on the copper market, the on-shoring theme, and the potential impact of the upcoming US election on the stock market.

In this conversation, Trevor interviews Sam Walding, CEO of Infinico Metals, about the company's nickel exploration project in Val d'Or, Quebec. The first drill hole yielded impressive results, with 51.9 meters of 1.37% nickel, 0.38% copper, and 418 ppm cobalt. Sam explains that they have significantly upgraded the potential of the property and are planning a phase two drill program to test the geological model and explore the down plunge extent. They also discuss the potential for higher-grade copper and PGE mineralization and the financing plans for the company. Additionally, they touch on Infinico's lithium project in Quebec.

ATEX Resources publishes assay results for drill holes 26 and 17B. C3 Metals says they intersected 79m of .71% Cu and .49 g/t gold at its Connors porphyry project at the Bellas Gate project in Jamaica. Silver Mountain publish its PEA. Anglo American attempts to fend of a second offer from BHP. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠⁠.

Outback Goldfields has signed a share purchase agreement with S2 Resources for a portfolio of gold projects in the Lapland Greenstone Belt of Finland. The S2 Finnish Projects comprise over 35,000 hectares in the prospective Central Lapland Greenstone Belt of northern Finland via a mix of granted exploration licences, exploration licence applications and exploration reservations. In addition, Outback will grant S2 an option to earn an interest in Outback's Glenfine, Silver Spoon, Ballarat West and Yeungroon gold projects, located in the Victorian Goldfields.