Kitco NEWS Roundtable

The wide degree of speculation that is needed to author a preliminary feasibility study and other economic documents is not clear to the general investor, said Douglas Silver, CEO of Balfour Holdings.  On Friday Silver joined editor Neils Christensen, Kitco correspondent Paul Harris and mining audiences manager Michael McCrae to record a podcast. Silver has had a career being on the right side of...

 Last month nickel prices looked like they may break to a level that would support new mine development, but news out of Indonesia ended the rally, said Ken Hoffman, Co-Leader EV Battery Materials Group at McKinsey.  On Thursday Hoffman joined editor Neils Christensen, Kitco correspondent Paul Harris and mining audiences manager Michael McCrae to record a podcast.  With electric vehicles coming to...

  The adjustments miners had to make during the pandemic may have resulted in speeding up automation, said Eric Winsborrow, EVP Corporate Strategy, Wenco International Mining Systems. On Friday Winsborrow joined editor Neils Christensen, Kitco correspondent Paul Harris and mining audiences manager Michael McCrae to record a podcast. A subsidiary of Hitachi Construction Machinery, Wenco provides te...

Nearly one year ago, the gold/silver ratio rose to a historic high above 124 points. Since then, the silver market has significantly decoupled from gold. The ratio has fallen back to historic norms around 65 points, a decline of nearly 50% from the all-time highs. According to the CEO of the largest silver producer in the U.S., silver's move is just starting. Friday's Kitco Roundtable guest was Ph...

Copper prices are high, and inventories are low, but the CEO of Kodiak Copper, Claudia Tornquist, said there is another bullish indicator for the base metal. On Friday Tornquist was a guest on Kitco Roundtable podcast with correspondent Paul Harris, editor Neils Christensen and mining audiences manager Michael McCrae. Kodiak is advancing its MPD copper-gold porphyry project in southern British Col...

With nickel prices spiking last month to six-year highs and EV automobile projected to go parabolic, the industry is starting to realize there is not enough metal available. On Friday Kore Mining's VP of exploration, Michael Tucker, joined Kitco Roundtable podcast with correspondent Paul Harris, editor Neils Christensen and mining audiences manager Michael McCrae. Last month LME nickel traded at a...

It's the speed of the industry that John Skinner notices most when remarking on changes in mining and finance. On Friday Skinner was a guest on Kitco Roundtable podcast with correspondent Paul Harris and mining audiences manager, Michael McCrae. Skinner has been in and out of the resource sector since starting his career in the mid ‘80s at Yorkton Securities. "The thing I've noticed since I was in...

With copper hitting a multi-year high, copper projects can start moving into the development phase, said Ashley Heppenstall, director at Lundin Mining and chair of Joemaria Resources. On Friday Heppenstall joined editor Neils Christensen, correspondent Paul Harris and mining audiences manager, Michael McCrae to record Kitco Roundtable.   Lundin Mining (TSX:LUN) is a copper, nickel, zinc and gold p...

Several miners released record cash hauls at year end, but investors are showing the sector scant love.   On Friday Kitco Roundtable podcast featured editor Neils Christensen, correspondent Paul Harris and mining audiences manager Michael McCrae. Special guest was Sam Riggall, CEO of Clean TeQ.   Riggall's company is developing a nickel-cobalt-scandium project in New South Wales. The company is po...

Today's labor report showing deeper than expected job losses in January will support stronger stimulus measures, which could be bullish for gold, said Kitco editor Neils Christensen. On Friday Christensen recorded Kitco Roundtable podcast with mining audiences manager Michael McCrae, correspondent Paul Harris and ValOre Metals CEO Jim Paterson. The U.S. Labor Department released its jobs report to...

Watch the flows of cash from one sector to another to see when mining truly turns bullish, said Hedley Widdup, executive director of Australia-based Lion Selection Group.  On Friday, Widdup recorded Kitco Roundtable podcast with editor Neils Christensen and mining audiences manager Michael McCrae. Widdup traces the history of the mining booms and busts starting with the mining boom that ended in 1...

Even with gold's recent falter heading into winter and its current range-bound price, Gran Colombia (TSX: GCM) CEO Serafino Iacono said gold at the $1,800 to $1,900 level has a lot of advantages. On Friday Iacono recorded Kitco Roundtable podcast with correspondent Paul Harris, editor Neils Christensen and mining audiences manager, Michael McCrae. In 2020 gold was not expected to do as well as it...

After acquiring TMAC Resources, Agnico Eagle (TSE:AEM) still intends to keep its exploration budget elevated. On Friday CEO Sean Boyd recorded Kitco Roundtable podcast with correspondent Paul Harris and mining audiences manager Michael McCrae. Agnico Eagle operates Canadian Malartic, the nation's largest gold mine. The company is a top ten gold producer, having produced 1.7 million ounces in 2019....

While gold was flashing yellow, gold miners made a number of aggressive deals this week. Ron Macdonald, CEO of Zinc8 Energy Solutions (CSE:ZAIR), joined correspondent Paul Harris and Mining Audiences Manager Michael McCrae to record Kitco Roundtable podcast on Friday. Today gold tumbled around 4% as investors sold off the precious metal. February Comex gold futures were last trading at $1,839.40,...

When asked what factor will have the most significant impact upon mining and metals over the next decade, social license and electric vehicle material demand were common choices amongst a panel of news editors and special guests. Correspondent Paul Harris, editor Neil Christensen and Mining Audiences Manager Michael McCrae recorded Kitco Roundtable Christmas Special last week. The panelists looked...

The competing theories for gold heading higher or trending lower were explored on Kitco Roundtable on Friday.   Andrew Cheatle, recently-appointed director of Tanzanian Gold (TSE:TNX), joined correspondent Paul Harris, editor Neils Christensen and Mining Audiences Manager Michael McCrae to record Kitco Roundtable podcast. Christensen said there are many reasons that gold will head higher.   "Prett...

Lots of deals despite soft precious metal prices There was a noticeable uptick in the number of deals in the junior space this week despite wobbly precious metal prices.  George Salamis, president and CEO of Integra Resources, joined correspondent Paul Harris, editor Neil Christensen and Mining Audiences Manager Michael McCrae to record Kitco Roundtable podcast on Friday.  Gold's momentum has slow...

Colorful mining dealmaker, Ivan Glasenberg, will retire as the head of Glencore, the huge mining giant and one of the top 500 largest public companies in the world. Minining Audiences Manager Michael McCrae noted the change during Kitco Roundtable podcast, which was recorded on Friday. McCrae was joined by correspondent Paul Harris; editor Neils Christensen; and special guest Terry Harbort, CEO of...

The good news about the development of a vaccine is hammering gold, said Kitco editor Neils Christensen. Christensen joined Mining Audiences Manager Michael McCrae and Marcel de Groot, co-founder and president of Pathway Capital, to record Kitco Roundtable podcast on Friday. This past week Bank of America reversed its position on gold and was turning from positive to neutral. In April, the bank ma...

With markets looking past the disputed election and a stalled stimulus, editor Neils Christensen said gold is trending down in the short term.   On Friday Christensen was joined by correspondent Paul Harris and mining audiences manager Michael McCrae to record Kitco Roundtable podcast. Special guest was Patricia Dillon, former president of the PDAC.   Gold has been on the backfoot . This week saw...

Australian M&A is heating up amongst the early-stage development companies, which could portend bigger deals worldwide, said Peter Akerley, CEO of Erdene Resources. On Friday Akerley recorded Kitco Roundtable podcast with correspondent Paul Harris; editor Neils Christensen; and mining audiences manager, Michael McCrae. Mergers and acquisitions have been muted due to senior miners being conservativ...

Mergers and acquisitions in the gold space are not likely to heat up until one to two quarters have passed, said Adam Lundin, CEO of Josemaria Resources (TSE:JOSE).   On Friday Lundin recorded Kitco Roundtable podcast with correspondent Paul Harris; editor Neils Christensen; and mining audiences manager, Michael McCrae. Aside from running Josemaria, Lundin is also chair of Filo Mining, Africa Ener...

During a gold bull market, you need to go with growth, said Daniel Earle, CEO of Solaris Resources (CVE:SLS). On Friday, Earle recorded Kitco Roundtable podcast with correspondent Paul Harris; editor Neils Christensen; and mining audiences manager, Michael McCrae. At the 121 Mining Investment conference this past week, Earle noted comments from a mining CEO who said seniors need to be disciplined...

The Democrats stimulus plan will be positive for gold, but it will be extremely positive for copper, said John Steen, associate professor at the University of British Columbia's mining school.   On Friday Steen joined Kitco Roundtable to discuss stimulus, renewables and the electrification of everything, and the knock-on affect on metals, chiefly copper and nickel. Steen was joined by corresponden...

  B2Gold's recent quarter showed that the company will be a "cash machine," said the CEO of Troilus Gold, Justin Reid. Reid joined editor Neils Christensen; correspondent Paul Harris; and mining audiences manager, Michael McCrae, to record a podcast on Friday. Troilus Gold is an exploration and development company focused on a mine restart. The project is located in northeast of the Val-d'Or distr...