$38,000 Gold, $150 Oil, and a Copper Shortage
Simon Hunt thinks we are entering one of the most dangerous macro environments in decades. He expects a major US-Israeli military strike on Iran imminently, which will send oil prices well above $150. That oil shock lands on an economy that was already weakening, and the combination means stagflation at best, recession in much of […]
Is a $2.4 Billion Mine Buildable in Today’s Canada?
Thesis Gold &Silver is advancing its 100%-owned Lawyers-Ranch combined gold-silver project in the Toodoggone Mining District of northern British Columbia. The flagship assets are two deposits, Lawyers and Ranch, which are being developed as a single combined operation. This interview covers the Pre-Feasibility Study, a ~C$44 million raise that brought AngloGold Ashanti in as a […]
What Does It Really Take To Unlock a $523M Gold Project?
RPX Gold is a gold developer focused on its 100%-owned Wawa Gold Project in Ontario’s Michipicoten Greenstone Belt. The company recently completed a Preliminary Economic Assessment and is now working toward a Pre-Feasibility Study. This interview covers the PEA results, the company’s financing plans, permitting status, toll milling strategy, and what needs to happen before […]
How Do You Finance a Multi-Billion-Dollar Gold Project in Nevada?
P2 Gold is an exploration and development company with one flagship asset: the Gabbs gold-copper project in Nye County, Nevada, situated near the town of Gabbs on the Walker Lane Trend, roughly equidistant between Reno and Las Vegas. The 2025 PEA outlined approximately 3.5 million gold-equivalent ounces across the indicated and inferred categories, with a […]
Can a Junior Discover a Gold-Copper Deposit the Majors Missed?
Auriginal Mining is a Quebec-focused explorer targeting gold, copper, zinc, and silver at its 100%-owned Roger Project in the Chibougamau district. The company also holds a 25% stake in the Anik property through a joint venture with IAMGOLD (which owns 75%), as well as two earlier-stage copper properties called Mishi and Wabash. This conversation was […]
Can 1 Company Actually Build 5 Mines Efficiently?
Blue Moon Metals is a multi-asset developer with five brownfield polymetallic projects spanning two continents: Nussir (copper-gold-silver, Norway), NSG (copper-zinc-gold-silver, Norway), Blue Moon (zinc-gold-silver-copper, California), Springer (tungsten-molybdenum, Nevada), and the newly acquired Apex (germanium-gallium-copper, Utah). This interview covers two recent US acquisitions and what they mean for the company’s hub-and-spoke processing strategy at the Springer […]