In an enlightening conversation with InvestorNews host Tracy Weslosky, Raymond Goldie, President of the Prospectors & Developers Association of Canada (PDAC), unveiled details about the highly anticipated PDAC 2024 Convention. Scheduled for March 3-6, 2024, in Toronto, this event marks a continuation of PDAC’s legacy, now entering its 92nd year, as the premier global gathering for leaders, executives, government representatives, students, scientists, and enthusiasts in the mineral exploration and development sector. Goldie emphasized the convention’s significance, highlighting its role as the industry’s event-of-choice, reflecting PDAC’s longstanding influence and reach.

During his presidency, Raymond Goldie emphasized significant contributions in governance and policy updates as key achievements, setting the stage for PDAC to navigate future challenges effectively by securing access to essential resources like land, capital, and talent for its members. He also highlighted the transformative role of technology in mineral exploration, with innovations such as drones, advanced chemical analysis, and machine learning techniques revolutionizing the sector.

Looking ahead to PDAC 2024, Goldie shared his enthusiasm for what is poised to be an extraordinary event, occupying over 600,000 square feet across the Metro Toronto Convention Centre’s North and South Buildings, with additional special events at the Fairmont Royal York Hotel. This extensive setup underscores PDAC 2024 as one of the most significant milestones in the association’s history, reinforcing Toronto’s reputation as the world’s mining investment capital and Canada’s prominent position as the domicile for more than half of the global mining and exploration companies. To access the complete interview, click here

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About Prospectors & Developers Association of Canada (PDAC)

The Prospectors & Developers Association of Canada (PDAC) is the leading voice of the mineral exploration and development community, an industry that supports 719,000 people in direct and indirect employment, and contributes $106 billion to Canada’s GDP every year. Representing over 6,000 members around the world, PDAC’s work centers on supporting a competitive, responsible, and sustainable mineral sector.

To learn more about PDAC, click here

Disclaimer: PDAC is an advertorial member of InvestorNews Inc.

This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.

With the gold sector likely to be a potential winner in 2024 (read here), today we look at the world’s largest gold producer Newmont Corporation (NYSE: NEM | TSX: NGT | ASX: NEM) (“Newmont”). Gold is currently trading at US$2,025/Oz (just below its all-time high of US$2,135) with many forecasters tipping it to rise in 2024, especially if we see a rush to safe haven assets due to global instability or a weaker U.S. dollar.

Newmont Corporation owns several tier one gold mines globally

Newmont Corporation is an American company with the world’s leading gold production of 5.956 million ounces of gold produced in 2022. AISC was US$1,211 per ounce.

Newmont’s 2023 guidance is 5.3 million ounces at an AISC of US$1,400 per ounce. The lower 2023 production guidance is attributed to the “strike at Peñasquito, and lower production volumes from non-managed joint ventures (Nevada Gold Mines and Pueblo Viejo) and Ahafo.” The 2023 production downgrade news came in late October 2023 and helps explain the recent stock price fall.

Newmont’s portfolio of mines includes more than half of the world’s tier one gold mines

Source: Newmont company presentation

Newmont’s top four producing mines are all producing over 1 million gold equivalent ounces (“GEO”) pa and include:

• Peñasquito Mine (100% owned) – A large polymetallic mine (gold-silver-lead-zinc) in Mexico.
• Carlin Complex (38.5% owned) – Multiple open-pit and underground operations as part of the Nevada Gold Mines LLC JV (38.5% Newmont: 61.5% Barrick) in Nevada, USA.
• Cadia Mine operations (100% owned) – A series of large underground and open-cut gold and copper mines located in the Cadia Valley, NSW, Australia.
• Boddington Mine (100% owned) – A large copper-gold mine located near Boddington in Western Australia. Newmont has introduced a fleet of autonomous vehicles at Boddington, thereby further reducing operating costs.

Newmont’s Boddington Mine in WA is a global tier one asset producing >1Moz of gold equivalent pa in 2022

Source: Newmont company presentation

Newmont’s Mines are mostly located in stable mining jurisdictions

Newmont’s gold and copper production comes mostly from the Americas and Australia, with ~80% of Newmont’s mines located in stable mining jurisdictions.

Newmont’s 2/3 gold production is from Tier one assets with 80% of production from stable mining jurisdictions spread across the Americas, Australia, PNG and Africa

Source: Newmont company presentation

Newmont’s core business strategies include:

• Deliver superior operational execution
• Sustain a global portfolio of long-life assets
• Lead the gold sector in profitability and responsibility

Closing remarks

A potentially stronger gold price in 2024 would be a tailwind for the gold producers. None are bigger than Newmont.

Interestingly, Newmont’s name came from joining the two U.S. locations of ‘New York’ and ‘Montana’. Quite fitting given that Newmont went on to be a huge success built on several large acquisitions (notably the Newcrest Mining acquisition in November 2023).

Newmont has numerous tier one gold mining assets spread mostly across the North and South Americas and Australia with 2023 production results, financials and 2024 guidance set to be announced on February 22, 2024. Current consensus is for 2023 EPS of US$1.28 and for 2024 it is US$2.30. The Newcrest acquisition helps the numbers.

Newmont Corporation trades on a market cap of US$40.75 billion, a 2024 PE of 15.2, and a 2024 dividend yield of 4.34%. Now might be a good time to take a second look at Newmont, especially with their stock price very near a 5 year low.

The recent Future Minerals Forum (FMF) event in Riyadh has been a groundbreaking affair, especially through the lens of Christopher Ecclestone from Hallgarten + Company, a seasoned speaker at this event for the past three years. Ecclestone’s depiction of the event as “epic” captures both its grand scale and the significant shift in its thematic focus towards more sustainable and strategic practices. This year, the event diverged from its traditional path, emphasizing a nuanced approach that Ecclestone described as a movement from quantity to “quality over quantity.”

The Financial Landscape: Big Moves and Strategic Investments

A pivotal aspect of the event, as highlighted by Ecclestone, was its financial dynamics. He recalled last year’s significant investment in Ivanhoe Electric Inc. (NYSE American: IE | TSX: IE) and drew attention to this year’s major development involving Surefire Resources NL (ASX: SRN), an Australian vanadium developer. This announcement is particularly noteworthy, marking Surefire’s plan to ship its Victory Bore vanadium-titanium magnetite concentrate to Saudi Arabia for refining. The arrangement with the Saudi-based Ajlan & Bros Mining and Metals Company not only signifies an investment into Victory Bore but also underlines the strategic collaboration aimed at joint development and downstream processing. This deal is a testament to the robust and dynamic investment landscape within the mining sector, indicating a strategic shift towards partnerships that leverage regional advantages and technological advancements.

Saudi Arabia’s Cautious Foray into Mining

Ecclestone shed light on Saudi Arabia’s growing engagement in the mining sector. The country is cautiously yet strategically approaching large-scale mining ventures. This deliberate and calculated approach is evidenced by the activities of Ma’aden, the largest mining company in Saudi Arabia. Founded in 1997, Ma’aden exemplifies the nation’s ambition in harnessing its mineral resources. The company’s significant ventures, such as the $10.8 billion aluminum complex agreement with Alcoa, showcase its expansive capabilities and strategic intent in the global mining arena. Ma’aden’s focus, which initially centered on gold mining, has diversified into multiple minerals, reflecting the kingdom’s broader vision for its mining sector.

Shifting Focus: Battery Metals and Green Transition

Ecclestone noted a marked shift in the event’s focus towards battery metals and the green transition, more pronounced this year than in previous events. However, there was a notable avoidance of geopolitical discussions, suggesting a strategic decision to focus on industry growth and sustainability rather than delve into contentious global politics.

Skepticism and Realism in Valuation

In his assessment of the Saudi mining sector, Ecclestone expressed skepticism regarding the high valuation of unexplored resources. This cautious stance introduces a realistic perspective to the generally optimistic industry outlook.

In Conclusion

The Future Minerals Forum event in Riyadh stands as a harbinger of change in the mining and investment sectors. Christopher Ecclestone’s insights paint a picture of an industry at a crossroads, embracing strategic growth and sustainable practices while remaining mindful of the challenges ahead. The event not only reflects the current state of the mining world but also signals the direction of its future development.

In an Investor.Coffee interview with Peter Clausi, Darren Hazelwood, CEO of Panther Metals PLC (LSE: PALM), discussed the company’s strategic focus and current projects. Panther Metals is dedicated to developing the next Volcanogenic Massive Sulphide (VMS) camp in Canada, a significant endeavor considering VMS deposits include valuable minerals like copper, zinc, lead, gold, and silver. The company’s exploration in the Obonga greenstone belt, located approximately 2.5 hours north of Thunder Bay by tarmac road, has already yielded promising results.

The company controls a substantial 90% of the greenstone belt, which is flanked by belts with multiple mines. Jim Franklin, a renowned prospector in Canada, believes the Obonga greenstone belt is a sister to the Sturgeon Lake District, known for its five productive mines from the late 60s to the 90s. Hazelwood emphasized the untapped potential of Obonga, highlighting its scale and the significant discoveries made, particularly at the pivot point where they are intensifying their efforts.

In addition to VMS, Panther Metals recently announced the discovery of a graphite deposit in the same belt, northwest of the VMS area, the Company’s exploration target area for graphite is currently 21 square kilometers. The 27-meter graphite strike, though of lower grade, signifies the abundance of graphite in the region, a commodity that has gained importance recently. The company’s substantial land holdings extend over 291 square kilometers, representing 90% of the greenstone belt.

Panther Metals also holds stakes in other companies, including 20% in Fulcrum Metals with a uranium project in Saskatchewan, and 23% in the ASX-listed Panther Metals company. They have projects near Hemlo, including the Dotted Lake Project and the Manitou Lakes Gold project. These holdings offer potential liquidity events and alternatives to diluting capital, aligning with the company’s strategy to maximize shareholder returns.

The company’s plans for 2024 focus on exploring the Wishbone and Survey VMS areas and the graphite deposit in Obonga. Hazelwood emphasized the importance of building relationships with the First Nations, recognizing the significance of their traditional lands and the value of mutual understanding and respect.

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About Panther Metals PLC

Panther Metals PLC is an exploration company listed on the main market of the London Stock Exchange. Panther is focussed on the discovery of commercially viable mineral deposits. The Company’s operational focus is on established mining jurisdictions with the capacity for project scalability. Drill targets are assessed rapidly utilising a combination of advanced technologies and extensive geological data to decipher potential commercial viability and act accordingly. Panther’s current geological portfolio comprises of three highly prospective properties in Ontario, Canada while the developing investment wing focuses on the targeting of nickel and gold in Australia.

To learn more about Panther Metals PLC, click here

Disclaimer: Panther Metals PLC is an advertorial member of InvestorNews Inc.

This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.

Karora Resources is growing to become the next 200,000 ounce gold producer

Gold had a good year in 2023 up 15% and is currently trading at US$2,028/ounce. The gold sector looks like it will have a strong 2024 as the macro backdrop for gold improves. Here are four reasons why:

1. A series of three interest rate cuts in the USA is forecast for 2024, which may also lead to a weaker U.S. dollar (“USD”). Lower rates and a lower USD are good for the gold price.
2. Growing geopolitical uncertainty – The Ukraine-Russia war continues, the Israel-Hamas war may spread to nearby Middle East regions as we saw recently with the U.S. response to the Red Sea shipping attacks by Houthis against Israeli ships, etc.
3. The U.S. Presidential election on November 5, 2024. Any instability as we saw after Trump lost the last election may result in a flight to safe assets.
4. According to Sprott Research – “Gold mining stock valuations are the lowest in 25 years”.

For those investors looking at a growing mid tier gold miner that keeps on delivering on their promises then today’s company will be right up your alley.

Karora Resources Inc.

Karora Resources Inc. (TSX: KRR | OTCQX: KRRGF) (“Karora”) is a Canadian gold mining company with growing gold operations ~60 kms from Kalgoorlie, in Western Australia. Karora’s 100% owned assets include several gold mines (Beta Hunt underground Mine, Higginsville Gold Operations (“HGO”), Spargos Gold Mine), and their two gold mills (Higginsville Mill, Lakewood Mill). Karora produced 160,492 gold ounces in 2023 and has their next major target set at 200,000 ounces pa.

Karora’s consolidated contained gold resource across all operations is M&I Resource of 3.189m Oz @ 2.0 g/t Au and an Inferred Resource of 1.538m Oz @ 2.4g/t Au.

Location map showing Karora Resources 1,900 sq. km of tenements, 3 key gold mines, and 2 Mills

Source: Karora Resources company presentation

Karora Resources under promises and over delivers

As announced on January 15, 2024, Karora produced a record 160,492 ounces of gold for 2023 compared to their guidance range of 145,000 – 160,000 ounces. Karora Chairman & CEO, Paul Andre Hue, commented:

“I am extremely pleased to announce Karora’s seventh consecutive year of production growth. We produced a record 160,492 ounces of gold for 2023, exceeding 2022 production by over 26,000 ounces and beating the high end of our full year 2023 guidance range of 145,000 – 160,000 ounces. Gold production in the fourth quarter was a very strong 40,295 ounces, the second highest quarterly result on record.“

Seven consecutive years of production growth – Wow, that’s impressive.

The news only gets better from Karora as they are guiding to achieve 170,000-195,000 gold ounces in 2024 at a lower AISC of US$1,050 – 1,200/ounce.

Karora’s 2024 guidance, if achieved, would make them an almost 200,000 ounce pa gold producer

Source: Karora Resources overview

A key point to note from the chart above is point 2 – “The Company expects to fund the capital investment amounts listed above with cash on hand and cash flow from operations.” Karora currently has a very robust balance sheet with C$82.5 million in cash as of December 31, 2023.

Another key plus for Karora is that they are starting to increase their nickel by-product production. As this grows it helps Karora maintain or reduce their All In Sustaining Costs (“AISCs”).

Closing remarks

The macro set up for 2024 certainly looks very favorable for gold. If we get declining interest rates and a weaker USD, then the gold price is likely to move higher in USD terms. If global geopolitical tensions worsen then that will favor the safe haven of gold.

Karora Resources is a standout small gold miner growing steadily to becoming a mid-tier 200,000 ounce pa gold producer at a very reasonable AISC near US$1,000/ounce. Management continues to deliver results at or above expectations. Finally, sovereign risk is extremely low with Western Australia being a tier one mining jurisdiction.

Karora Resources trades on a market cap of C$771 million and a 2024 PE of 11.9.

In a recent Investor.Coffee interview, Jeff Killeen, Director of Policy and Programs at the Prospectors & Developers Association of Canada (PDAC), highlighted the association’s role beyond organizing its annual convention. Scheduled for March 3 – 6 in Toronto, the PDAC 2024 Convention is a significant event, but PDAC’s involvement in the industry extends further. They engage in continuous advocacy, working closely with provincial and federal governments to shape policies and strategies that address the challenges and opportunities within the mineral exploration and mining sector such as the critical minerals flow through programs.

Jeff outlined PDAC’s strategic plans, focusing on enhancing public understanding and demonstrating the industry’s importance in modern living. This strategy aims to shape public perception, acknowledging its significant impact on the industry’s future. Jeff’s ambition for PDAC is to be recognized as a thought leader, with the organization’s extensive programming covering various topics from commodity performance to community relations and indigenous-industry interactions. This positions PDAC as a pivotal source of knowledge and innovation in the field. Additionally, Jeff when asked about market trends noted a recent increase in uranium exploration and investment, especially in Saskatchewan, highlighting nuclear power’s role in a low-emission future.

Established in 1932, PDAC represents the Canadian mineral exploration and development industry’s interests. Based in Toronto, Ontario, the association boasts approximately 7,200 members and is staffed by 25 full-time employees. Its annual convention in Toronto is a globally recognized event, attracting up to 25,000 attendees from over 130 countries. The convention is renowned for networking, deal-making, and discussions on current industry issues, trends, and technologies. PDAC’s advocacy work is crucial, focusing on government policy issues relevant to the mineral exploration industry, including land access, Indigenous affairs, international affairs, responsible exploration, finance, taxation, geosciences, and health and safety, thereby enhancing Canada’s position as a prime destination for mineral investment.

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About Prospectors & Developers Association of Canada (PDAC)

The Prospectors & Developers Association of Canada (PDAC) is the leading voice of the mineral exploration and development community, an industry that supports 719,000 people in direct and indirect employment, and contributes $106 billion to Canada’s GDP every year. Representing over 6,000 members around the world, PDAC’s work centers on supporting a competitive, responsible, and sustainable mineral sector.

To learn more about PDAC, click here

Disclaimer: PDAC is an advertorial member of InvestorNews Inc.

This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.

In a recent Investor.Coffee interview with Investor.News host Tracy Weslosky, Chris Berlet, President, CEO and Director of Canuc Resources Corporation (TSXV: CDA | OTCQB: CNUCF), discussed the commencement of a geological mapping and sampling program at their San Javier Silver-Gold Project in Sonora State, Mexico. Highlighting the significance of the geological target being an IOCG (Iron oxide copper gold ore) deposit, Chris shared that the San Javier Project is surrounded by notable mining projects and encompasses 28 claims in a prime location within an established mining camp.

Chris emphasized the vast potential of IOCG deposits, noting their large size and significant metal accumulation. Chris said that the San Javier Project’s focus is on silver, which is abundant in Mexico’s mantle, contributing to the region’s rich silver deposits. The San Javier Project has shown promising signs, including high-grade silver veins and substantial magnetite presence, indicative of IOCG geology.

The San Javier Project’s strategic location in the middle of a mining camp with a trend of copper and gold deposits adds to its potential. Chris also shed light on Canuc’s unique position in the industry, backed by cash flow from its natural gas wells in Texas, which helps minimize share dilution and funds their exploration initiatives. To access the complete Investor.Coffee Interview/Podcast, click here

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About Canuc Resources Corporation

Canuc is a junior resource company focusing on its San Javier Silver-Gold Project in Sonora State, Mexico. The Company also generates cash flow from natural gas production at its MidTex Energy Project in Central West Texas, USA where Canuc has an interest in eight (8) producing natural gas wells and has rights for further in field developments.

To learn more about Canuc Resources Corporation, click here

Disclaimer: This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.

In the ever-evolving world of resource investment, keeping abreast of the latest trends and market shifts is crucial for investors, I spoke with Hallgarten + Company‘s Christopher Ecclestone in London this morning who is headed to the Future Minerals Forum (FMF), scheduled to take place 9-11 January in Riyadh, Saudi Arabia as one of the speakers.

He responded by sending me a newly released research report from Hallgarten + Company he had written titled: Model Resources Portfolio: Peak Climate Hysteria. In it, Christopher Ecclestone, provides an in-depth analysis of the current economic landscape, blending market data with insightful commentary on environmental and economic trends.

Navigating Through ‘Peak Climate Hysteria’

The report kicks off with a provocative discussion on what he classifies as “Peak Climate Hysteria.” This concept delves into the growing skepticism and political polarization surrounding climate change initiatives, especially when viewed through the lens of economic impact on lower-income demographics. The report suggests that while there’s a general acknowledgment of climate change, the public’s patience may be wearing thin with policies perceived as economically burdensome. This sentiment is especially palpable in regions like the UK and Australia, where extreme weather patterns have sparked debates on the authenticity and implications of the prevailing climate change narrative.

Market Dynamics and Commodity Insights

A significant portion of the report is dedicated to reviewing the performance of various commodities and sectors, providing valuable insights for investors. Gold’s robust position above US$2000 is highlighted as a particularly positive indicator, reflecting the metal’s enduring appeal in uncertain times. The report also sheds light on Teck Resources Limited’s (TSX: TECK.A | TSX: TECK.B | NYSE: TECK) recent strategic moves in Latin America, painting a promising picture for the company’s future. Another notable mention is the economic reforms in Argentina under President Javier Milei, hinting at a liberal shift that could reshape the country’s investment landscape.

The Lithium sector, pivotal in the green energy transition, is examined in the context of Chile’s state interventions and a global slowdown in EV sales. This analysis is critical for understanding the sector’s trajectory amidst fluctuating demand and pricing pressures.

Sector-Specific Analysis and Forecasts

Hallgarten + Company’s report doesn’t shy away from deep dives into specific sectors, offering granular insights that are both informative and strategic. The spotlight on Teck Resources extends into a detailed look at its joint ventures and new ventures, especially in the copper-gold space, underscoring the company’s proactive approach in a competitive market.

The Antimony market receives particular attention, with the report highlighting its growing demand, especially in the solar photovoltaic industry. This insight is crucial for investors looking to tap into emerging opportunities within the renewable energy sector. Similarly, the bullish stance on the Tin market, backed by data on declining stock levels and potential supply tightness in China, provides a valuable perspective for those weighing investment options in this niche but significant sector.

Strategic Portfolio Adjustments

Understanding the dynamics of portfolio management is crucial in resource investing, and the report addresses this by detailing recent changes in its model portfolio. The addition of EMX Royalties and AbraSilver, along with a short position in Aya Gold & Silver, is indicative of the company’s strategic shifts in response to market trends. This section not only reveals specific investment moves but also offers a broader view of the company’s investment philosophy and approach to risk management.

Broad Market Commentary and Future Outlook

The report concludes with a broader commentary on the state of the resource investment market, particularly focusing on the junior gold explorers. It addresses the challenges faced by these companies in a fluctuating market and the broader implications of market dynamics on their performance. His commentary is essential for understanding the complexities and nuances of investing in junior explorers and the factors that can significantly impact their success or failure.

In summary, Hallgarten + Company’s “Model Resources Portfolio: Peak Climate Hysteria” report stands out as a comprehensive and thought-provoking analysis of the current resource investment landscape in usual Ecclestone fashion. A blend of market data, sector-specific insights, and broader economic commentary provides a valuable resource for investors looking to navigate the complexities of this dynamic field. While this commentary offers a rapid-fire snapshot of the report’s rich content, those interested in a deeper dive into the world of resource investing will find reading the full report an exceptionally good use of their time. To access this report, click here

In a recent InvestorNews interview with host Tracy Weslosky, Stakeholder Gold Corp.’s (TSXV: SRC) President, CEO, and Director Chris Berlet discussed significant developments at their Ballarat Project located in the White Gold District of the Yukon Territory and an update on their profitable blue quartzite quarry business in Brazil.

Chris emphasized Ballarat Project’s large gold anomalies, extending over a 3.2 kilometer in strike length which is 4-5 times the original footprint of the nearby Golden Saddle Deposit, currently holding a mineral resource of about 1-1.5 million ounces of gold. The absence of arsenic in the Ballarat Project’s Skye Zone, makes it a compelling prospect for a substantial and economically viable gold discovery.

Chris also addressed the company’s tight share structure, noting that there are currently 13.1 million shares outstanding. Further to this, Chris explains that Stakeholder has a profitable blue quartzite quarry business in Brazil that provides cash flow, allowing them to maintain this exceedingly tight capital market structure.. Chris revealed their ambitious plans to quadruple the scale of this quarry business within the next six months, a move that is expected to significantly bolster the company’s cash flow.

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About Stakeholder Gold Corp.

Cash Flow

Stakeholder Gold Corp. (TSXV: SRC) generates cash flow with the sale of exotic blue quartzite from its wholly owned Brazilian subsidiary, Victoria Mining Corporation (“VMC”).  Cash flow received from blue quartzite sales permits Stakeholder to restrict treasury share issuance and protects company shareholders from dilution.

Exploration Upside

Stakeholder Gold also holds a 100% interest in the Ballarat Gold Project located in the heart of the White Gold District of the Yukon Territory (Canada). The Ballarat Gold Project covers 18,741 hectares of ground situated directly north of the Newmont Corp. (NYSE: NEM) Coffee Mine Project, and south, west and east of the White Gold Corp. (TSX-V: WGO) White Gold Project.

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Disclaimer: Stakeholder Gold Corp. is an advertorial member of InvestorNews Inc.

This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.

In an engaging InvestorNews interview, Peter Clausi, Director and VP of Capital Markets at Silver Bullet Mines Corp. (TSXV: SBMI | OTCQB: SBMCF), shared his excitement about the company’s latest strides in mining exploration as per an announcement made earlier this week. In this news release they were able to “…confirm the high grade nature of Zone1 and its recovery rates, and to confirm the mill’s ability to process a large amount of material from Zone1. Processing was successful on all counts.”

Clausi begins by explaining that this week’s news release is a culmination of the last 3-year’s work. Adding that Silver Bullet Mines has achieved significant progress, especially in Zone One. Clausi proudly discussed the efficient extraction and processing of a 40-ton bulk sample from this area, which resulted in the high-grade silver results announced. This breakthrough signifies a major step towards full-time production and is a boon for the company’s shareholders.

During the interview, Clausi delved into the broader impact of these developments for investors and the company at large. He acknowledged that while Silver Bullet Mines is still on the path to generating cash flow, the potential for doing so is on the horizon. Clausi underscored that the company’s valuation is currently influenced by its news releases, goodwill, and commitments to its stakeholders. The forthcoming production of Dore bars, a salable silver product, symbolizes a critical shift towards production and sales, with promising implications for the company’s stock value.

Clausi also illuminated the technical side of their operations, including a demonstration of the company’s Shaker table. This innovative technique is employed for separating denser elements like silver, successfully yielding high-grade silver. With the promising results obtained and an extensive vein yet to be mined, Clausi emphasized their commitment to ramping up production. The imminent goal for Silver Bullet Mines, as he highlighted, is the production of Dore bars. This significant step, poised to happen shortly, marks an essential milestone in the company’s journey towards becoming a key player in the international silver market.

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About Silver Bullet Mines Corp.

Silver Bullet Mines Corp. (SBMI) is making headway in the gold and silver production industry. SBMI recently revealed a third potential revenue stream through a partnership to process around 900 pounds of high-grade gold concentrate at its Globe, Arizona facility, benefiting from its advanced gravity circuit. Besides this, SBMI’s primary operations focus on silver extraction from the Buckeye Silver Mine and silver/gold production at its Washington Mine in Idaho, to be processed at its fully operational mill. The company recently reported promising high-grade silver findings from the Treasure Room and is working on a financing strategy for its operations. An ambitious goal is to stabilize the Treasure Room for deeper exploration. Another highlight was the successful interception of a mineral-rich zone at the Buckeye Mine, known as “Zone1,” believed to contain higher-grade silver. The company plans to continue mining this vein and refine the material at its Globe mill. Recent developments position SBMI as a leading player in silver mining, suggesting a bright future for the company and its investors.

To learn more about Silver Bullet Mines Corp., click here

Disclaimer: Silver Bullet Mines Corp. is an advertorial member of InvestorNews Inc.

This interview, which was produced by InvestorNews Inc. (“InvestorNews”), does not contain, nor does it purport to contain, a summary of all material information concerning the Company, including important disclosure and risk factors associated with the Company, its business and an investment in its securities. InvestorNews offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This interview and any transcriptions or reproductions thereof (collectively, this “presentation”) does not constitute, or form part of, any offer or invitation to sell or issue, or any solicitation of any offer to subscribe for or purchase any securities in the Company. The information in this presentation is provided for informational purposes only and may be subject to updating, completion or revision, and except as may be required by applicable securities laws, the Company disclaims any intent or obligation to update any information herein. This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation. Forward-looking statements are based on the opinions and assumptions of the management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. This presentation should not be considered as the giving of investment advice by the Company or any of its directors, officers, agents, employees or advisors. Each person to whom this presentation is made available must make its own independent assessment of the Company after making such investigations and taking such advice as may be deemed necessary. Prospective investors are urged to review the Company’s profile on SedarPlus.ca and to carry out independent investigations in order to determine their interest in investing in the Company.