Mining Stock Daily

David Erfle joins us this afternoon to discuss the biggest news of the day, including the acquisition of Sabina Gold and Silver by B2Gold. The M&A trend continues this week. We discuss what this means for development stage projects in the M&A funnel. In addition, we discuss the maiden resource announcement from the Great Bear Deposit by Kinross. 

B2Gold is to pay C$1.1 billion to buy junior gold explorer Sabina Gold & Silver in an all-stock deal to obtain the Back River project in Nunavut, Canada, at 45% premium. Kinross Gold announced a maiden 5Moz gold resource estimate for its Great Bear project in the Red Lake district of Ontario, Canada. Freeport-McMoRan said its Grasberg operations in Indonesia were disrupted by significant rainf...

This week we talk with Brent Johnson of Santiago Capital for the MSD long-form. Brent is well-known for his Dollar Milkshake Theory which, simply put, describes why the dollar and gold will rise into a sovereign debt crisis. His theory is well know throughout the finance community. So Brent and Trevor talk about some early career moments and how to started crafting this theory. Why does he feel th...

Discovery Silver CEO, Tony Makuch, joined MSD to provide his corporate comments on the recently announced preliminary feasibility study for the Cordero silver project in Mexico. The project report highlights a base case after-tax NPV5% of $1.2 Billion (C$1.5 Billion) and IRR of 28% (Ag - $22.00/oz, Au - $1,600/oz, Pb - $1.00/lb and Zn - $1.20/lb) with an 18-year mine life. 

Chad Peters of Ridgeline Minerals talks to us about the Big Blue CRD/Porphyry project the company has recently staked and looks to work on. We talk to Chad about how this fits into the company's priorities for 2023 and what makes this project incredibly attractive for resource speculators. 

Royal Road CEO, Tim Coughlin, joined us today for his editorial comments on the Strategic Alliance Agreement and Letter of Intent with investment holding company MSB Holdings with respect to copper, gold and other metals exploration in the Kingdom of Saudi Arabia. 

Jason Attew and the Liberty Gold team joined Paul Harris for a corporate editorial on the company's latest news from the Black Pine gold project in Idaho. The company announced an updated mineral resource estimate earlier this week. 

Royal Road enters into a strategic alliance agreement with MSB Holdings of Saudi Arabia. Ridgeline Minerals has staked the Big Blue Project in Nevada, a porphyry copper-gold-silver exploration prospect. Barrick Gold increased its gold reserve price assumption to US$1300/oz. Rupert Resources looking to raise C$47.6M.  We'd like to thank our sponsors: Western Copper and Gold is focused on devel...

Paul Harris connects with Raymond Jannas of ATEX Resources for a general introduction to the company and its Valeriano Copper-Gold Project in Chile. We also receive an editorial take on the latest drill results were the company drilled 1,270m of .63% CuEq.

Filo CEO, Jamie Beck, joins us to provide his editorial comments on the latest drill results from the Filo del Sol project in Argentina. The latest results included 1,776m of .7% CuEq and 1,296.5m of 1% CuEq. It is clear the company's 2019 resource boundary is now obsolete, so we ask Jamie about any expectations of updating that model and just how long does the company continue to define the proje...

Anglo American is taking an investment into Canadian Nickel Company. We have exploration results from American Pacific Mining, Asante Gold, Orla Mining, & i-80 Gold. Liberty Gold has published an updated mineral resource. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of a...

Ixios Asset Management's David Finch joins us to provide his thoughts on the $17B off from Newmont to acquire Newcrest. Who wins and who loses? And what does a strong Newmont stake in Canada mean for investors?

Frederick Bell, CEO of Elemental Altus Royalties, provides his editorial take on the company's recent acquisition of 19 new royalties from First Mining. The package consists of early exploration royalties and late stage development projects. But Fred believes the market is ripe and their access to capital is well-positioned to include more into the company's portfolio in 2023.

Trevor connects with Ari Sussman, CEO of Collective Mining, to discuss his team's continued approach to mineral exploration in Colombia. Collective Mining is now focused on the Guayabales copper-gold-silver project where the company has shows very positive drill results from the Apollo target on the projects. Ari talks about the geology of the project and the success of the project since its big d...

Calibre is planning to spend approximately $30M in exploration. Lithium Americas received a favorable ruling from the US District Court. Drill results from G2 Goldfields and ATEX Resources. Royal Road consolidates Guintär and Niverengo concessions.  We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The...

We connect with Brien Lundin today for some general market analysis. We talk gold's correction over the past few days and why general market moves are playing chicken with a hawkish Federal Reserve. Does Jerome Powell and Co need to plan a big surprise to get them back on track?

Perpetua Resources found a $25M investment from the Department of Defense. We welcomed in both CEO Laurel Sayer and CFO Jess Largent to provide their editorial comments on the partnership, its unique positioning for US critical minerals, and an update on the permitting process for the Stibnite project. 

Paul West-Sells, CEO of Western Copper and Gold, talks about the current metal prices and the Casino Project's strong economics going forward. Paul believes we will see $5 copper this year, but there is a strong economic boost to the company's molybdenum, which is typically unnoticed by the market. 

Newmont submitted a non-binding proposal to acquire Australia’s Newcrest Mining in a US$16.9 billion all-stock deal. Elemental Altus Royalties is to acquire 19 royalties from First Mining Gold. Drilling results from Dolly Varden, Aurion Resources and F3 Uranium. Corporate updates from Collective Mining, Osisko Mining and Faraday Copper.  We'd like to thank our sponsors: Western Copper and Gol...

In the first segment of this week's long-form, we reconnect with Axel Merk and Merk Investments and Merk Insights to discuss the unsurprising FOMC decision for a 25 bps hike and the somewhat suprising (to some) market reaction off the Jerome Powell presser. Axel talks gold, its move the past few months and this blip sell-off late in the week. We then get the final corporate updates from Meridian M...

Earlier this week, First Mining announced the acquisition of the Porcupine East property from IAMGOLD, which consolidates the Duparquet Gold Project for the company. Dan Wilton, CEO, joined Paul Harris to discuss these developments for the company and for more general updates with First Mining.

We introduce Pacific Ridge Exploration and CEO Blaine Monaghan to the MSD listeners today. Pacific Ridge is a copper-gold focused exploration company in British Columbia with four projects, including its flagship Kliyul copper-gold porphyry project. 

Paul Harris connected with Justin Reid of Troilus Gold to discuss the upcoming year for the Troilus Project in Quebec. The company continues to show positive exploration upside while it prepares for a full feasibility study and potential financing package later in the year. 

The precious metals liked what Jerome Powell had to say yesterday. Today, we have the latest drill results from Goldshore Resources, Minto Metals and Alamos Gold. The Yukon looks to benefit economically from the Casino project. TinOne has concluded its drilling program at Great Pyramid.  We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino p...

Revival Gold's Hugh Agro discusses the latest round of drill results from the company's Haidee deposit in Idaho. These are the final holes drilled before and updated mineral resource estimate on the deposit and also a PFS for the greater Beartrack-Arnett Gold Project.