Digging for Dollars

The Venture Side of Mining

The venture side of mining. Each week, Mat Wilson and Cejay Kim break down drill results, spot upside, and sit down with the people in the deals. Expect strong opinions, sharp frameworks, and heated debate on what's worth the bet.

Episodes

  1. 6d ago

    #4 Digging for Dollars: Managing Tail Risk & Smart Money Capital Allocation

    As global political shifts impact mining operations worldwide, navigating downside jurisdictional risk and managing capital allocation requires sharp strategic focus. Mat and Cejay unpack recent high-grade drill extensions from Sterling Metals' MEPs copper zone, examine the realities of tail risk and social license across global jurisdictions, and sit down with guest Shawn Khunkhun, President of Contango Silver & Gold Inc., to review smart money institutional flows and high-margin production strategies. Plus: Make or Break Segment: Sterling Metals’ high-grade starter core vs. bulk model scaling and market stall dynamicsGeopolitical Risk & The "Tail Risk" Fallacy: Evaluating tier-1 safe havens against extreme downside risks in volatile regionsDig This Deal: Cejay, Mat, and guest Shawn Khunkhun each pitch 1 stock Companies Mentioned: Sterling Metals Corp. - SAG NorthIsle Copper and Gold Inc. - NCX Surge Copper Corp. - SURG OSISKO METALS INCORPORATED - OM Koryx Copper S.A. - KRY FIRST QUANTUM MINERALS LTD. - FM DPM METALS INC. - DPM BELO SUN MINING CORP. - BSX Gabriel Resources Ltd. - GBU SNOWLINE GOLD CORP - SGD Sigma Lithium Corporation - SGML CONTANGO SILVER & GOLD INC - CTGO Strikepoint Gold Inc. - SKP Gold X2 Mining Inc. - AUXX Gladiator Metals Corp. - GLAD West Red Lake Gold Mines Ltd. - WRLG Nations Royalty Corp. - NRC NeXGold Mining Corp. - NEXG Argenta Silver Corp. - AGAG Sun Valley Minerals Inc. - Private Galleon Gold Corp. - GGO -------------------------------------- This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

  2. Oct 3

    #3 Digging for Dollars: The $27B Rejection & Tech vs. Mining

    As mega-miners navigate high-stakes M&A rejections and tech valuations reach historic highs against lagging commodity equities, junior mining capital allocation demands precision. Direct from the field, Mat and Cejay unpack recent corporate updates, share fresh site visit takeaways, and dive into high-grade nickel-copper sulfide exploration with Michael Tucker, CEO of Perseverance Metals. Plus: Rapid Fire M&A & Macro: Northern Star’s rejection of Gold Fields, Anthropic's IPO rumors vs. historical metal pricing, and Sirios' capital restructuring Site Visit Insights: Ground observations from Cheechoo Gold Property and Mackay Gold’s Comstock District properties  Dig This Deal: Mat, Cejay, and guest Michael each pitch 1 stock Companies Mentioned: Northern Star Resources Limited - NST.AX Gold Fields Limited - GFI.US Sirios Resources Inc. - SOI Element 29 Resources Inc. - ECU Mackay Gold & Silver Corp. - MACK Perseverance Metals Inc. - PMI TALON METALS CORP. - TLO Karus Mining Inc. - KARU Fredonia Mining Inc. - FRED Cascadia Minerals Ltd. - CAM -------------------------------------- This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

  3. Sep 28

    #2 Digging for Dollars: Canada Potash Make-or-Break & The Craziest News Sequence in Mining

    As global supply chains shift and geopolitical tensions rise, guaranteed domestic supply and low-risk logistics are commanding record premiums over spot commodity pricing. Direct from Beaver Creek, Mat and Cejay unpack why Canadian critical minerals like potash are back in the spotlight—plus the wildest single-day news sequence seen in the junior market this year. Plus: Make or Break: Canada Potash political dynamics and Barksdale Resources’ wild recapitalization Rapid Fire Updates: Kingfisher Metals, Harrington Metals, Silver Tiger Metals, Mogotes Metals, and Stellar Africa Gold Dig This Deal - Mat and CeJay each pitch 1 stock Companies Mentioned: Barksdale Resources Corp. - BRO Hercules Metals Corp. - BIG Kingfisher Metals Corp. - KFR Errington Metals Corp. - EM Silver Tiger Metals Inc. - SLVR Mogotes Metals Inc. - MOG Arras Minerals Corp. - ARK Stellar AfricaGold Inc. - SPX Nuvau Minerals Inc. - NMC Green Canada Uranium Corp. - GCUC Sirios Resources Inc.  - SOI #d4d # digthisdeal #gold #juniormining #miningstocks #mininginvesting #copper #silver #britishcolumbia #quebec #canada #exploration #markets #finance #economy #investing #stocks #commodities #dilution #lassondecurve -------------------------------------- This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

  4. Sep 21

    #1 Digging for Dollars: Has the Junior Mining Market Finally Broken Its Months-Long Slump?

    Copper reaches all-time highs and precious metals rebound, yet junior exploration capital remains tight. Mat and Cejay reunite after a summer hiatus to analyze where big money is flowing, from $400M+ mega-raisings in brownfield development assets to the rise of breakthrough recovery technologies. Plus: The Visual Assays Debate: Transparency, selective disclosure, and why context mattersRapid Fire Portfolio Updates: Sun Peak, Arrington Metals, Sirios, Wallbridge, and Comstock DistrictDig This Deal - Mat and CeJay each pitch 1 stock Companies Mentioned: Cadillac Mines Corp. - CADY Strikepoint Gold Inc. - SKP Sterling Metals Corp. - SAG Koryx Copper S.A. - KRY NorthIsle Copper and Gold Inc. - NCX Surge Copper Corp. - SURG Cadillac Mines Corp. - TLO Pirate Gold Corp. - YARR Osisko Metals Incorporated- OM Kirkland Lake Discoveries Corp. - KLDC Galleon Gold Corp. - GGO Onyx Gold Corp. - ONYX Thesis Gold & Silver Inc. - TAU Wallbridge Mining Company Ltd. - WM BCM Resources Corp. - B Perseverance Metals Inc. - PMI Decade Resources Ltd. - DEC Juggernaut Exploration Ltd. - JUGR Sun Peak Metals Corp. - PEAK Errington Metals Corp. - EM Sirios Resources Inc. - SOI Mackay Gold & Silver Corp. - MACK Hercules Metals Corp. - BIG Mogotes Metals Inc. - MOG #d4d # digthisdeal #gold #juniormining #miningstocks #mininginvesting #copper #silver #britishcolumbia #quebec #canada #exploration #markets #finance #economy #investing #stocks #commodities #dilution #lassondecurve -------------------------------------- This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

About

The venture side of mining. Each week, Mat Wilson and Cejay Kim break down drill results, spot upside, and sit down with the people in the deals. Expect strong opinions, sharp frameworks, and heated debate on what's worth the bet.

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