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20 JANV.

Brixton Metals Returns to Ontario and the Langis Silver Project

Gary Thompson, CEO of Brixton Metals, discusses the company's Langis Silver project in Ontario. The conversation highlights the renewed focus on Langis, which has been overshadowed by the Thorn project in British Columbia. With silver prices soaring, Brixton is ramping up its drilling efforts at Langis, aiming to demonstrate the potential for a significant resource. Gary shares insights on the historical production of the site, the current drilling program, and the geological context of the Cobalt Camp, emphasizing the importance of finding new trends and expanding the resource base.

20 janv.

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13 min
22/09/2025

Episode 3 - Met Cuts, Thermal Signals & Royalty Shock

A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also field listener questions on Coronado and why China’s steel-capacity moves could be coal-price bullish. Thermal Coal Europe: API2 drifting near the mid-$90s; Newcastle steady around the ~$100-110 range in shoulder season. Asia: China/India imports look strong; China output down M/M, burns up, stockpiles lower. Indonesian 4,200 kcal rose ~$40 → ~$43; CN-destined 5,500 kcal ~ ~$65 → ~$70. Met Coal Pricing: Off the ~$160/t lows; recent prints high-$180s to ~$197/t. Supply: BHP to shut the Saraji South pit (Queensland) amid royalty headwinds; chatter of other Aussie curtailments. Base case: higher lows/highs into 2026–27 as quality supply tightens. Policy & Cost Curves Inflation + royalties have lifted global cost floors - what used to be peaks now looks like today’s support. U.S. Power & Gas Data-center load + new LNG capacity point to firmer gas and better coal dispatch vs prior summers. Equities & Positioning Watch for M&A overhangs and buyback/clean balance sheet names. Trim strength tactically; accumulate quality on weakness. Listener Q&A Highlights Coronado (CRN.AX): U.S. assets solid, but Australia remains royalty/price sensitive; path forward hinges on cost work and price relief. China steel capacity: Cutting export-driven capacity can lift steel prices, tighten seaborne met coal, and redirect demand to India. Stocks mentioned: BTU, ARLP, AMR, HCC, METC, GLEN.L, CNR, HNRG, WHC.AX, YAL.AX, SMR.AX, NRP, BHP 👉 Subscribe at TheCoalTrader.com or on Substack: thecoaltrader.substack.com 👉 Follow Matt on X: @MFWarder 👉 More commodity market commentary: clearcommodity.net Disclaimer For information and discussion only - not investment advice. Do your own research.

22/09/2025

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24 min
01/11/2025

Commodity Compass – 11/01 – Uranium Receives Headline Boost while China Returns to the US Soy Bean Market

The headlines this week were dominated by politics and trade: In Argentina’s mid-term elections, Javier Milei’s party secured a decisive win, boosting market confidence in Argentina’s reform agenda, lifting the peso, and energizing investment-interest in Latin American mining and agricultural export sectors. At the same time, the United States and China announced a trade truce: China agreed to resume large-scale U.S. soybean purchases and to delay expanded rare-earth export controls, while the U.S. offered tariff reprieves in exchange. For commodity markets this cell of events meant a dual-push: agricultural commodities — especially soybeans and grains — received a bid on the promise of eased trade friction, while metals and strategic minerals felt renewed focus on supply-chain geopolitics and investment flows.

01/11/2025

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15 min
23/09/2025

Morning Briefing: ATEX Resources Publish Updated MRE for Valeriano

Gold and Silver continue to move higher. ATEX Resources has published results for the updated mineral resource estimate for the Valeriano project in the Atacama Region of Chile. Kingfisher Metals say they are on to a new porphyry at HWY 37. NexMetals Mining published assay results from two additional holes. Big new is US Antimony production. Aura Minerals announced commercial production at the Borborema Mine. Newmont's Ahafo North mine pours first gold. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

23/09/2025

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9 min
16/09/2025

Koryx Copper Overview of its Recently Published PEA for Haib

Trevor Faber, COO of Koryx Copper, joined us at Beaver Creek to provide his commentary and summary of the recently published PEA for the company's Haib project in Namibia. The study shows an NPV8% of US$1.351bn (after-tax) and US$2.358bn (pre-tax) at LT analyst consensus Cu price of US$4.31/lb and realistic technical assumptions.

16/09/2025

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9 min
11/09/2025

Riverside Resources: An Update and an Introduction to Spin-out Blue Jay Gold

John-Mark Staude of Riverside Resources joins the podcast for a general update on the company's ongoing exploration work in Mexico. He also introduces Blue Jay Gold, the latest spin-out company with assets in Canada.

11/09/2025

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14 min
11/09/2025

Exploration Update from Cascadia Minerals Following Acquisition of Granite Creek

Graham Downs of Cascadia Minerals walks listeners through the Carmacks Project in Yukon. The work follows the previously closed business combination of Cascadia and Granite Creek.

11/09/2025

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12 min
09/09/2025

Argenta Silver Update from Beaver Creek: Wrapping up the Winter Program at El Quevar

Joaquin Marias, CEO of Argenta Silver, joins Trevor to kick off coverage of the 2025 Beaver Creek Precious Metals Summit. The company is wrapping up its winter drill program at the El Quevar Project in Argentina. Joaquin shares some insight into the spring and summer program coming up. We also discuss some of the important political news out of the country.

09/09/2025

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15 min
10/09/2025

Alex Langer on Expansion Strategies for Sierra Madre Gold and Silver

Alex Langer of Sierra Madre Gold and Silver joins the podcast from Beaver Creek to discuss the strategies for growth over the coming years.

10/09/2025

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9 min
16/09/2025

Radisson Mining on New Drill Results from O'Brien

Matt Manson of Radisson Mining joined us from the Beaver Creek Precious Metals Summit to summarize the latest drill results out of the O'Brien Gold Project. The fifteen holes represent step-outs below the existing geological model, east of the historic O'Brien Gold Mine and are outside the scope of the recently completed Preliminary Economic Assessment.

16/09/2025

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14 min

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Meilleures émissions

Brixton Metals Returns to Ontario and the Langis Silver Project

Episode 3 - Met Cuts, Thermal Signals & Royalty Shock

Commodity Compass – 11/01 – Uranium Receives Headline Boost while China Returns to the US Soy Bean Market

Morning Briefing: ATEX Resources Publish Updated MRE for Valeriano

Koryx Copper Overview of its Recently Published PEA for Haib

Riverside Resources: An Update and an Introduction to Spin-out Blue Jay Gold

Exploration Update from Cascadia Minerals Following Acquisition of Granite Creek

Argenta Silver Update from Beaver Creek: Wrapping up the Winter Program at El Quevar

Alex Langer on Expansion Strategies for Sierra Madre Gold and Silver

Radisson Mining on New Drill Results from O'Brien

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