Grizzle Pod: Thematic Growth Investing Grizzle

A conversation with Aurora Davidson, CEO of copper producer Amerigo Resources (TSX:ARG) and Rob Weir, VP of corporate development at Lithium Royalty Corp (TSX:LIRC). They talk about what the future holds for copper and lithium prices in both the short and long term.

A conversation with Paul Sarjeant, the COO of West African gold explorer Kobo Resources, to talk about the potential of West Africa as an emerging gold hub. Paul has been operating in Cote d'Ivoire for over a decade and discusses at length why he thinks the country has better exploration potential than anywhere else.
A useful primer on Cote d'Ivoire, judging the stability of an emerging market government, operating in emerging markets and other important topics useful for gold investors.

The first spot bitcoin ETF's are now approved. Here is why we think the market is underestimating how big this will be for Bitcoin and Bitcoin miners in 2024.



Subscribe for stock specific investment research: http://grizzleresearch.substack.com/



YouTube video:

https://youtu.be/ohlGvfYMikI?si=xP11rhqH6jUURuPU

We've put together a stellar lineup for Grizzle Hard Money - Gold, Silver & Bitcoin. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind!

Agenda:

0:00 Intro

2:11 Warren Pies, Cofounder & Strategist | 3Fourteen Research

15:58 Bob Elliot, CEO & CIO | Unlimited Funds

31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV)

51:30 Shane Williams, CEO & Director | West Red Lake Gold (TSXV:WRLG)

1:06:09 Mark Brennan, CEO & Chairman | Cerrado Gold (TSXV:CERT)

1:23:03 Galen McNamara, CEO & Director | Summa Silver (TSXV:SSVR)

1:39:11 James Seyffart - Bloomberg LP

2:04:45 Sue Ennis, VP Corporate Development | Hut 8

2:18:35 Grizzle Takeaways and Wrap-up


LEAD PARTNERS:
Dolly Varden Silver: https://dollyvardensilver.com/
3Fourteen Research: https://www.3fourteenresearch.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/

COMPANIES:
Dolly Varden Silver: https://dollyvardensilver.com/
West Red Lake Gold: https://westredlakegold.com/
Cerrado Gold: https://www.cerradogold.com/
Summa Silver: https://summasilver.com/



Subscribe to receive Grizzle's free investment research on Substack: http://grizzleresearch.substack.com/

Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia

#gold #silver #bitcoin

Battery metals are what underpin the technologies that underpin the world's energy transition; however, investor capital has been focused on the shiny objects downstream like electric vehicles and solar panels.

We believe some of the best growth opportunities can be found in the battery metals sector and at far more reasonable valuations than electric vehicle manufacturers.

We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more.

2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors

15:27 Mark Selby, CEO & Director | Canada Nickel

30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management

48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd

1:05:45 Aurora Davidson, CEO | Amerigo

1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources

1:35:51 Blake Hylands, CEO | Lithium Ionic

1:51:56 Dale Ginn, CEO & Director | Lithium One

1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence

2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining

2:34:57 Closing Notes



LEAD PARTNERS:
Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/
Canada Nickel: https://canadanickel.com/
Sprott: https://sprottetfs.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/

COMPANIES:
Canada Nickel: https://canadanickel.com/
Hot Chili: https://www.hotchili.net.au/
Amerigo: https://www.amerigoresources.com/
Ascendant Resources: https://www.ascendantresources.com/
Lithium Ionic: https://lithiumionic.com/
Lithium One: https://www.lithiumonemetals.com/
McEwen Mining: https://mcewenmining.com/

Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/

Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia
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#lithum #nickel #copper

The nuclear renaissance is here - a clean, scalable source of baseload power.

We’ve brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium!

AGENDA:
0:00 Intro
1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital
21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management
41:13 Corey Dias, CEO & Co-Founder | Anfield Energy
52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals
1:03:53 William Sheriff, Chairman | Nuclear Fuels
1:16:48 Bruce Lane, Executive Director | GTI Energy
1:30:13 Doomberg
1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates
2:28:38 Grizzle Research & Quant

LEAD PARTNERS:
Praetorian Capital: https://pracap.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Doomberg: https://doomberg.substack.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
Sprott: https://sprott.com/

COMPANIES:
Anfield Energy: https://anfieldenergy.com/
Forum Energy Metals: https://forumenergymetals.com/
GTI Energy: https://www.gtienergy.au/
Nuclear Fuels: https://nuclearfuels.energy/



Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65

Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia
#uranium #nuclear #energy