Mining Investing and Finance

podcasts

Battery Minerals and Tech Metals

Lesley Stokes and Matt Keevil overcome long odds and technical challenges courtesy of Windows 10 to deliver another riveting episode on time and on budget. Topics include discussion on a merger between NewCastle Gold (TSX: NCA; US-OTC: CTMQF) and Catalyst Copper (TSXV: CCY; US-OTC: CATXF), Agnico Eagle Mines' (TSX: AEM; NYSE: AEM) Amaruq gold discovery in Nunavut, and an exclusive interview with De Beers Canada CEO Kim Truter.

AKA The one where Matt accidentally deletes the podcast files and we have to record three separate times. 

Totally random pop-culture tangents: Google's self-driving cars, Lesley's Indonesian adventures, water on the moon, and drinks with Bill Murray.

Stories referenced in this episode:

Warke discusses NewCastle-Catalyst deal, plans for Castle Mountain: http://www.northernminer.com/news/warke-discusses-newcastle-deal-upside-at-castle-mountain/1003771815/

AuRico CEO talks Kemess strategy, royalty portfolio: www.northernminer.com/news/aurico-ce…io/1003770604/

Music Credit:
Aurea Carmina by Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 7: On gold discoveries and technical difficulties

Lesley Stokes returns from the annual Kamloops Exploration Group(KEG)conference with plenty of updates on BC exploration. Meanwhile, discussion on the showdown between Eastmain Resources (TSX: ER; US-OTC: EANRF) and Columbus Gold (TSX: CGT; US-OTC: CBGDF), and Taseko Mines'(TSX: TKO; NYSE-MKT: TGB)brouhaha with investor Raging River Capital.

Bonus coverage: Exclusive interview with new Pilot Gold (TSX: PLG; US-OTC: PLGTF)CEO Cal Everett, and much more!

Stories referenced in this episode:

Pilot CEO Everett drawn to upside at Goldstrike: http://www.northernminer.com/news/pilot-ceo-everett-drawn-to-big-upside-at-goldstrike/1003772188/

Asiamet defines BKM in Indonesia: http://www.northernminer.com/news/asiamet-defines-bkm-in-indonesia/1003772153/

Editorial: What happened to the copper rally?: http://www.northernminer.com/commodities-markets/editorial-what-happened-to-the-copper-rally/1003772132/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 8: Exploration spotlight and proxy battle supreme

Lesley and Matt dig into the Far North feature with discussion on Seabridge Gold (TSX: SEA; NYSE: SA) and Colorado Resources (TSXV: CXO) recent moves in British Columbia's Golden Triangle. Coverage also includes a Nunavut wrap-up with insight into Auryn Resources (TSXV: AUG) Committe Bay gold project and TMAC Resources (TSX: TMR) Hope Bay mine. 

Bonus pop culture rambling: The cuteness factor of baby polar bears, military helicopters, and how many Mai Tai's will Lesley drink in Hawaii? Enough for the entire CIM conference?

Stories referenced in this episode:

Auryn touts ‘district-scale’ potential at Committee Bay: http://www.northernminer.com/news/auryn-touts-district-scale-potential-at-committee-bay/1003772367/

SnipGold’s Iskut project attracts Seabridge Gold: http://www.northernminer.com/news/snipgolds-iskut-project-attracts-seabridge-gold/1003772515/

TMAC targets commercial production at Hope Bay in 2017: http://www.northernminer.com/news/tmac-targets-commercial-production-at-hope-bay-in-2017/1003772196/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 9: The Far North (and far out) Edition

Lesley returns from Hawaii in time to talk Goldcorp's (TSX: G; NYSE: GG) take-over of Kaminak Gold (TSXV: KAM; US-OTC: KMKGF) and its Coffee project in the Yukon. Matt digs into falling copper prices, Chinese infrastructure spending, and Erdene Resource Development’s (TSX: ERD; US-OTC: ERDCF) Bayan Khundii gold discovery in Mongolia.

Bonus coverage on Falco Resources' (TSXV: FPC; US-OTC: FPRGF) mine plan at the Horne gold complex in Rouyn-Noranda, Quebec, and our upcoming Odds'n'Sods on the annual Smither's gold tournament!

Irreverent and insightful pop culture references include: Who was the guy who played the corpse in Weekend at Bernie's? The trouble with Skype, flying laptops, and more.

Timeline:

Stories referenced in this episode:

Goldcorp bids $520M in a friendly all-share deal for Kaminak: http://www.northernminer.com/news/goldcorp-bids-520m-in-a-friendly-all-share-deal-for-kaminak/1003773338/

Erdene rises on Bayan Khundii gold discovery in Mongolia: http://www.northernminer.com/news/erdene-rises-on-bayan-khundii-gold-discovery-in-mongolia/1003773286/

Falco outlines $905M gold mine in Horne PEA: http://www.northernminer.com/news/falco-outlines-905m-gold-mine-in-horne-pea/1003773217/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 12: Good times for gold

We dig further into the lithium boom in our lead up to an in-paper special on the commodity that's all abuzz thanks to Elon Musk and Tesla Motors' (NASDAQ: TSLA) gigafactory in Nevada. Matt suffers the effects of overly embracing national wine day, but rallies to provide an exclusive update on Oban Mining (TSX: OBM; US-OTC: OBNNF) and some socio-political events in Colombia and the Kyrgyz Republic.

Lesley digs deep into the geology and fundamentals of lithium following an extensive interview with Pure Energy Minerals (TSXV: PE). Other lithium plays include: Nemaska Lithium (TSXV: NMX; US-OTC: NMKEF), Lithium Americas (TSX: LAC), and Orocobre (TSX: ORL; ASX: ORE).

Bonus pop culture coverage: We play the Price is Right with U.S. interest rates, why Matt might make a poor stock broker, and deep shaft sinking!

Timeline:

Macro Economic: 2m5s
Lithium 101: 7m45s
Political News Rundown (Colombia and Centerra): 26m01s
Oban/Osisko Mining: 32m55s
Twitter Hashtags: 40m50s

Stories referenced in this episode:

Lithium Americas finds a partner in Chilean giant SQM: http://www.northernminer.com/news/lithium-americas-finds-a-partner-in-chilean-giant-sqm/1003770732/

Pure Energy’s head start on Nevada lithium rush: http://www.northernminer.com/financial-matters/pure-energy-gets-a-head-start-on-nevada-lithium-rush/1003761548/

Nemaska Lithium revs its Whabouchi project: http://www.northernminer.com/news/nemaska-lithium-prepares-for-a-big-year-at-whabouchi/1003772091/

Cementation sinks deepest shaft in the US: http://www.northernminer.com/news/cementation-sinks-deepest-shaft-us/1003773617/

Editorial: Gold, iron ore rallies fade: http://www.northernminer.com/commodities-markets/editorial-gold-iron-ore-%e2%80%a8rallies-fade/1003773600/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 14: Lithium 101 and the effects of national wine day

Matt and Lesley discuss some recent "hot" exploration plays, including: NexGen Energy (TSXV: NXE; US-OTC: NXGEF) attracting investment from a Hong Kong billionaire with its Arrow discovery, and Orex Minerals' (TSXV: REX; US-OTC: ORXIF) emerging Sandra-Escobar silver project in Mexico. Also updates on Nautilus Minerals' (TSX: NUS; US-OTC: NSUMF) under-sea mining adventures in Papua New Guinea (PNG) and Rye Patch Gold's (TSXV: RPM; US-OTC: RPMGF) purchase of the historic Florida Canyon heap-leach gold mine in Pershing County, Nevada.

Bonus coverage includes chatter on the iron ore market and the U.S. Federal Open Market Committee (FOMC) playing coy with interset rate hikes. Plus Matt mispronounces things!

Super bonus: Matt and Lesley sample (and review) Beng Beng chocolate bars from Indonesia: "Crunchy wafer with caramel and rice crispy covered with real soft chocolate, makes the enjoyment last longer. beng-beng Chocolate is fun!"

Timeline:

Macro Economics and Metals: 2m26s
NexGen's US$60M investment from China: 5m34s
Orex's Sandra-Escobar silver project: 10m24s
Rye Patch & Florida Canyon: 15m11s
Nautilus' under-sea mining: 21m20s
Beng-Beng chocolate sampling: 30m14s
Twitter Time: 33m30s

Stories referenced in this episode:

Rye Patch scoops up Florida Canyon gold mine in Nevada: http://www.northernminer.com/news/rye-patch-eyes-near-term-gold-production-florida-canyon/1003773724/

NexGen scores US$60M from Hong Kong billionaire: http://www.northernminer.com/news/nexgens-arrow-scores-us60m-hong-kong-billionaire/1003773851/

Orex, Canasil add weight to silver discovery in Mexico: http://www.northernminer.com/news/orex-canasil-add-weight-to-silver-discovery-%e2%80%a8in-mexico/1003768641/

Nautilus targets 2018 for undersea mining: http://www.northernminer.com/news/nautilus-targets-2018-undersea-production-at-solwara/1003570693/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 15: On promising exploration plays and Indonesian chocolate

The Northern Miner introduces story-time with Lesley, wherein we share some entertaining parables from the field. Additional coverage on Lundin Gold's (TSX: FUG; US-OTC: FTMNF) Fruta Del Norte project in Ecuador, federal government changes to the Yukon Environmental and Socio-economic Assessment Act (YESAA), and the potential sale of Thompson Creek Metals' (TSX: TCM; NYSE: TC) Mount Milligan copper-gold operation in B.C.

Bonus coverage includes chatter Kincora Copper's (TSXV: KCC; US-OTC: BZDLF) Mongolian copper deal with Robert Friedland, and more!

Super bonus: Lesley tries an Australian accent and we talk about Davy Crockett.

Timeline:

Macro markets and economics: 1m15s
Thompson Creek's Mount Milligan sale: 8m2s
Federal government amends Yukon legislation: 12m25s
Story time with Lesley: 19m32s
Lundin Gold's Fruta del Norte feasibility study: 26m20s
Kincora Copper's deal with Friedland in Mongolia: 34m02s
Twitter Time: 41m12s

Stories referenced in this episode:

Editorial: Trudeau’s Liberals to repeal Bill S-6 in Yukon: http://www.northernminer.com/aboriginal-issues/editorial-trudeaus-liberals-to-repeal-bill-s-6-in-yukon/1003772623/

Lundin Gold reports feasibility results for Fruta del Norte: http://www.northernminer.com/news/lundin-gold-reports-feasibility-results-fruta-del-norte/1003773930/

Thompson Creek mastering Milligan’s mill,but shutters Endako mine: http://www.northernminer.com/financial-matters/thompson-creek-mastering-milligans-mill-shutters-endako/1003655751/

Centerra to appeal environmental fines: http://www.northernminer.com/court-cases/centerra-to-appeal-environmental-fines/1003773653/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 16: Story time with Lesley and gold rises

Lesley and Matt drill into the surprising permit rejection of Sabina Gold and Silver’s (TSX: SBB; US-OTC: SGSVF) promising Back River gold property 400 km southwest of the community of Cambridge Bay in Nunavut, and Balmoral Resources' (TSX: BAR; US-OTC: BALMF) busy field season at its Martiniere gold property in Quebec’s portion of the Abitibi greenstone belt, and the multiple bids for Kaminak Gold's (TSXV: KAM; US-OTC: KMKGF) Coffee project in the Yukon. Plus, what's the deal with gold prices and the Brexit?

Bonus hijinx include: Matt's jazz hands, climate talk, and our first-ever top seven (?) list featuring the worst foods eaten at camp!

Timeline:

Macro markets and economics: 1m20s
Balmoral's Bug Lake gold exploration: 10m15s
Sabina's Back River permitting setback: 16m30s
Multiple bids for Kaminak's Coffee project: 20m15s
Top 7 list: Worst foods eaten while working at camp: 26m1s
Travel corner with Matt: 30m30s

Stories referenced in this episode:

Kaminak filings reveal multiple bids for Coffee: http://www.northernminer.com/news/kaminak-filings-reveal-multiple-potential-bids-coffee/1003774167/

Sabina suffers ‘surprising’ permit setback at Back River: http://www.northernminer.com/news/sabina-suffers-surprising-permit-setback-back-river/1003774290/

Balmoral takes aim at Bug Lake in Abitibi: http://www.northernminer.com/news/balmoral-takes-aim-bug-lake-abitibi/1003774236/

Goldcorp offers $520M for Kaminak: http://www.northernminer.com/news/goldcorp-bids-520m-in-a-friendly-all-share-deal-for-kaminak/1003773338/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

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

Brexit, AME BC and First Nations, and pranks!

Lesley and Matt talk the Brexit vote (which Matt incorrectly predicts), a big-time policy statement from the AME BC about unauthorized payment demands by First Nations in B.C., Centerra Gold’s (TSX: CG) finally receives some good news at its Kumtor gold mine in the Kyrgyz Republic, and Kinross Gold’s (TSX: K; NYSE: KGC) jumping into Quebec's Abitibi gold belt.

Bonus hijinx include: Top pranks pulled in mining camps, Matt's rant on Canadian politics, and who is your favorite Street Fighter character?

Timeline:

Macro markets and economics: 2m5s
Centerra's permit at Kumtor: 7m9s
Kinross Tasiast and Quebec update: 8m35s
AME BC and First Nation issues: 12m20s
Reservoir and Nevsun deal: 23m24s
Top pranks pulled in camp: 25m40s

Stories referenced in this episode:

Editorial: Uncertainty on the horizon in the Yukon: http://www.northernminer.com/news/uncertainty-horizon-yukon/1003774425/

Sabina suffers ‘surprising’ permit setback at Back River: www.northernminer.com/news/sabina-su…er/1003774290/

Centerra to appeal environmental fines: http://www.northernminer.com/court-cases/centerra-to-appeal-environmental-fines/1003773653/

Kinross aims to move Tasiast from liability to ‘world-class’: http://www.northernminer.com/news/kinross-aims-to-move-tasiast-from-liability-to-world-class/1003771606/

Nevsun trumps Lundin bid for Reservoir: http://www.northernminer.com/news/nevsun-trumps-lundin-bid-for-reservoirs-timok/1003772577/

Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

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

Cobalt, lithium and other battery minerals are the focus of this week’s episode.

First we interview Cobalt 27 Capital’s chairman and CEO Anthony Milewski and delve into the latest cobalt news. 

Follow Anthony Milewski on Twitter at https://twitter.com/A_Milewski

Download Cobalt 27 Capital's latest corporate presentation explaining cobalt in electric vehicles at http://co27.com/investors/presentation/

Then we move to a panel discussion at the Northern Miner’s Canadian Mining Symposium in London with Nemaska Lithium president and CEO Guy Bourassa, Fortune Minerals president and CEO Robin Goad, CRU Consulting’s head of technology metals and energy Rebecca Gordon, and Cobalt Blockchain president and COO Lance Hooper.

The panel is moderated by Northern Miner staff writer Richard Quarisa.

The podcast also has our traditional commodities round-up by Northern Miner editor-in-chief John Cumming.

This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca) and the Grosso Group (www.grossogroup.com).

Music Credits:

"Miami Nights - Main Theme", "Hot Pursuit" and "Hiding Your Reality" by Kevin MacLeod (www.incompetech.com)

Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 105: Cobalt & lithium ft Milewski, Bourassa, Goad, Gordon and Hooper

In this quick hit, we present Cobalt Blockchain president and COO Lance Hooper and his comments on artisanal cobalt mining in the Democratic Republic of the Congo (DRC) as he participated in the Battery Minerals panel at The Northern Miner's Canadian Mining Symposium in London in April 2018. 

This content is excerpted from The Northern Miner Podcast episode 105: https://soundcloud.com/northern-miner/episode-105-cobalt-lithium-ft-milewski-bourassa-goad-gordon-and-hooper

Music Credits:

"Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com)

Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Miner Moment #9: Artisanal cobalt mining in the DRC ft Lance Hooper

This episode takes a look at the junior graphite market, which is awakening from a five-year slumber as demand for graphite in the electric vehicle and grid storage sectors begins to take off. 

Our feature interview is with Gregory Bowes, CEO of Ottawa-based graphite developer Northern Graphite (TSXV: NGC; US-OTC: NGPHF), who gives an overview of graphite prices and the latest global supply and demand trends, plus an update on his firm's advanced Bissett Creek graphite project in Ontario.

Northern Miner editor-in-chief John Cumming also gives a roundup of junior graphite plays around the world.

RELATED LINK:
Commentary: The graphite opportunity within the EV boom
http://www.northernminer.com/commodities-markets/minerals-commentary-the-graphite-opportunity-within-the-ev-boom/1003798139/

This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca) and the Grosso Group (www.grossogroup.com).

Music Credits:

"Miami Nights - Main Theme" and "Hiding Your Reality" by Kevin MacLeod (www.incompetech.com)

Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Episode 116 - Graphite: the forgotten battery mineral ft Gregory Bowes

GeoMega Resources (TSXV: GMA) president and CEO Kiril Mugerman discusses the problems with the current mining and processing of rare earth elements (REEs) that are critical to making rare earth magnets used in advanced technology such as clean power generation, smartphones and electric vehicles.

Over the past five years, his Montreal-based firm has developed a proprietary, clean rare earths separation technology and has a goal of scaling it up to commercial production levels.

This is an edited portion of a sponsored presentation Mugerman gave  at The Northern Miner's Progressive Mine Forum held at the MaRS Discovery District in Toronto in October 2018.

Visit ressourcesgeomega.ca for more information.

This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca).

Music Credits:

"Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com)

Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Miner Moment #17: Rare earth's clean mining problems and solutions ft GeoMega's Kiril Mugerman

Simon Moores, managing director of battery minerals advisory firm Benchmark Mineral Intelligence, appeared before a U.S. Senate committee for energy and minerals in February 2019 to once again sound the alarm on the lack of a domestic supply chain in the U.S. for the battery minerals lithium, cobalt, nickel and graphite. (With Tesla's Gigafactory in Nevada being a notable exception.)

The podcast presents 11 minutes of mining-related highlights from the 2.3-hour public hearing, and features comments from, in order of appearance: Senator Lisa Murkowski (R-Alaska), chairman of the Senate Committee on Energy and Natural Resources; Simon Moores; Senator Joe Manchin III (D-West Virginia), ranking member of the committee; Senator Catherine Cortez Masto (D-Nevada); Ethan Zindler, head of Americas for Bloomberg New Energy Finance; and Senator Angus S. King, Jr. (D-Maine),

The formal name of the the hearing is "Full Committee Hearing on the Outlook for Energy and Minerals Markets in the 116th Congress" and a link to the entire hearing on video is available at: 

https://www.energy.senate.gov/public/index.cfm/2019/2/full-committee-hearing-to-examine-the-outlook-for-energy-and-minerals-markets-in-the-116th-congress

Simon Moore's written testimony to the U.S. Senate's Energy and Natural Resources Committee is available at:  

https://www.energy.senate.gov/public/index.cfm/files/serve?File_id=9BAC3577-C7A4-4D6D-A5AA-33ACDB97C233

Visit Benchmark Mineral Intelligence at www.benchmarkminerals.com.

This podcast is sponsored by the Yukon Mining Alliance (www.yukonminingalliance.ca).

Music Credits:

"Jet Fueled Vixen" rhythm tracks by Kevin MacLeod (www.incompetech.com)

Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Miner Moment #19: America's worrying lack of a battery-minerals supply chain ft Benchmark's Moores

The original global mining podcast. With over 100 years of experience serving the mining and exploration industry, crucial reports by The Northern Miner writing staff inform the decision-making process of thousands of high-performing mining professionals.

As an independent, fully paid news source, The Northern Miner maintains a commitment to objective reporting not influenced by any external interests.