The Northern Miner Podcast

The Northern Miner
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Jan 23, 2017 • 28min

Episode 44: Roundup Edition ft. B.C. and Yukon geology extravaganza

Matt and Lesley kick-off Roundup 2017 with a British Columbia and Yukon extravaganza! This week's episode includes a Geology Corner focused on B.C. and Yukon geology, including the formation of orogenic gold deposits, porphyry systems, and the similarities between the Barkerville and Klondike gold camps! Meanwhile, Matt sits down with Yukon Mining Alliance Chair Paul West-Sells, also president and CEO of Western Copper and Gold (TSX: WRN; NYSE-MKT: WRN), to chat about the entrance of majors Goldcorp (TSX: G; NYSE: GG) and Agnico Eagle Mines (TSX: AEM; NYSE: AEM) into the territory. We also tackle the new Liberal government in the Yukon and how the jurisdiction is shaping up this year. Bonus: Geoscience B.C. is set to release results from its Search II Project – the largest airborne geophysical survey conducted in Canada in 2016. Timeline: Show summary and macro economic report: 0:25 Geology Corner - B.C. and Yukon edition: 4:02 Geoscience B.C.'s Search II project: 20:53 YMA Chair Paul West-Sells: 22:20 Articles referenced: When the east pushed back: The geology and metal districts of BC and Yukon: http://www.northernminer.com/news/east-pushed-back-geology-metal-districts-western-canada/1003782382/ Yukon Snapshot: Three advanced projects: http://www.northernminer.com/news/yukon-snapshot-three-advanced-projects/1003782417/ Commentary: Mine development and exploration in BC — where we stand in 2017: www.northernminer.com/news/commentar…17/1003782562/ Editorial: Silver’s Liberals bring ‘sunny ways’ to the Yukon: http://www.northernminer.com/news/editorial-silvers-liberals-bring-sunny-ways-yukon/1003781191/ Site visit: Goldcorp VP Bergeron talks future of Coffee project: www.northernminer.com/news/goldcorp-…ct/1003775741/ Editorial: What a Trump presidency means for US miners: www.northernminer.com/regulatory-iss…rs/1003780881/ Music Credit: Energy Recorded by Bensound (www.bensound.com/royalty-free-music/track/energy) Licensed under Creative Commons: By Attribution-NoDerivs 3.0 Unported creativecommons.org/licenses/by-nd/3.0 Music Credit: Beach Bum Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Jan 20, 2017 • 6min

Miner Moment #7: Goldcorp CEO Garofalo talks M&A and production growth

The Northern Miner listened in on Canadian major Goldcorp's (TSX: G; NYSE: GG) Investor Day webcast on Jan. 17, 2017, and pulled highlights from president and CEO David Garofalo's remarks surrounding the merger and acquisition landscape. He also digs into the optimum production levels for senior gold miners, and stresses that the industry must partner on large-scale deposits to minimize risk and benefit from economies of scale. Garofalo also drills into a series of recent deals, including: the US$520-million acquisition of Kaminak Gold and its five-million ounce Coffee gold deposit in the Yukon; and US$438-million sale of the Los Filos mine in Mexico to Frank Giustra and Neil Woodyer's Leagold Mining (TSXV: LMC-H; US-OTC: HTXFF) vehicle. Goldcorp expects to produce roughly 2.5 million oz. gold in 2017, at all-in sustaining costs of around US$850 per oz. Music Credit: The Curtain Rises Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Jan 18, 2017 • 23min

Episode 43: Gold majors and a geologist's guide to investing

The Northern Miner podcast marks its 2017 return in earnest with a jam-packed episode that drills into quarterly reports from gold majors, the recent uranium spot price rally, and the impending Brexit fundamentals and Donald J. Trump presidency. Lesley is back in action with an awesome Geology Corner aimed toward investing in the mining industry. She digs into what geologists look for in terms of news releases and technical reports, and fills us in on oriented drill core, historic data, and 43-101 techical reports! Listen in for her #1 thing to look for when investing in mining companies. Bonus: Matt talks the upcoming Cambridge and Round-Up conferences. Timeline: Cambridge and Round-Up conference primer: 0:22 Macro economic and politics round-up ft. Brexit & Trump: 2:09 Goldcorp's recent divestiture of two non-core assets: 6:14 Geology Corner - Investor Edition: 9:30 The recent ralley in uranium equities: 20:45 Articles referenced: Editorial: Kazatomprom’s cuts and uranium’s rebound: http://www.northernminer.com/commodities-markets/editorial-kazatomproms-cuts-uraniums-rebound/1003782575/ Commentary: Mine development and exploration in BC — where we stand in 2017: http://www.northernminer.com/news/commentary-mine-development-exploration-bc-stand-2017/1003782562/ Uranium firms remain optimistic amid low demand: http://www.northernminer.com/news/uranium-firms-remain-optimistic-amid-low-demand/1003780582/ Site visit: Goldcorp VP Bergeron talks future of Coffee project: http://www.northernminer.com/news/goldcorp-vp-bergeron-talks-plans-coffee-project/1003775741/ CEO interview: Rubicon’s Winship discusses Phoenix error: http://www.northernminer.com/financial-matters/winship-speaks-about-rubicons-phoenix-project/1003769884/ Editorial: What a Trump presidency means for US miners: http://www.northernminer.com/regulatory-issues/editorial-trump-presidency-means-us-miners/1003780881/ Music Credit: Energy Recorded by Bensound (www.bensound.com/royalty-free-music/track/energy) Licensed under Creative Commons: By Attribution-NoDerivs 3.0 Unported creativecommons.org/licenses/by-nd/3.0 Music Credit: Beach Bum Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Jan 10, 2017 • 27min

Episode 42: New Year edition ft. 2017 outlook, Donald Trump, & Cordoba Minerals

The Northern Miner returns with a post-holiday edition wherein Western Editor Matthew Keevil digs into a variety of the macro-economic and political themes heading into 2017. We discuss financial outlooks on the U.S. and Canadian economies, the state of China's The Purchasing Managers' Index (PMI), and the potential tension between the Trudeau Liberals and Donald J. Trump's incoming Republican regime. Matt also drills into his recent interview with Cordoba Mineral's (TSXV: CDB; US-OTC: CDBMF) president and CEO Mario Stifano, which just put out a maiden resource on its Alacran copper-gold deposit in Colombia, where it is working on a joint venture with Robert Friedland's High Power Exploration (HPX). Timeline: Matt's commentary and show agenda: 0:22 The incoming Donald J. Trump administration: 2:09 BMO Capital Markets "The Best of BMO – Canadian Edition": 11:12 Scotiabank reports on Purchasing Managers' Index (PMI): 8:02 Matt talks his interview with Cordoba Minerals CEO Mario Stifano: 14:50 Articles referenced: Cordoba, HPX move San Matias forward: http://www.northernminer.com/news/cordoba-minerals-and-friedlands-hpx-advance-san-matias/1003772130/ Editorial: Metallurgical coal prices go through the roof: http://www.northernminer.com/commodities-markets/editorial-metallurgical-coal-prices-go-roof/1003777390/ Editorial: What a Trump presidency means for US miners: http://www.northernminer.com/regulatory-issues/editorial-trump-presidency-means-us-miners/1003780881/ Rob McEwen on Donald Trump’s win: http://www.northernminer.com/people-in-mining/rob-mcewen-trumps-win/1003780807/ PDAC 2016: China remains ‘engine of growth’: http://www.northernminer.com/commodities-markets/pdac-2016-china-remains-engine-of-growth-for-commodities/1003768794/ Music Credit: Energy Recorded by Bensound (www.bensound.com/royalty-free-music/track/energy) Licensed under Creative Commons: By Attribution-NoDerivs 3.0 Unported creativecommons.org/licenses/by-nd/3.0
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Dec 20, 2016 • 29min

Episode 41: Interstellar gold and Arizona Mining ft. Joe Mazumdar

We're joined this week by Exploration Insights' analyst Joe Mazumdar to talk about Arizona Mining's (TSX: AZ; US-OTC: WLDVF) ongoing battle with the Global Mining Observer over manganese concerns?! Matt and Joe also dig into investing strategies for the new year in terms of downside protection and gold leverage. Meanwhile, Lesley checks in with an interstellar version of the Geology corner that explores the relationship between stars and the formation of gold. Supernova! Bonus: Joe gives his thoughts on the strategies gold majors, like Agnico Eagle Mines (TSX: AEM; NYSE: AEM), might take heading into 2017. Timeline: Matt's commentary and show agenda: 0:22 Geology Corner on interstellar gold creation: 3:45 Joe Mazumdar segment begins: 11:12 Gold majors heading into 2017: 11:35 Investing in gold next year: 15:00 Talking geopolitical risk: 19:25 Arizona Mining vs. Global Mining Observer: 20:30 Joe talks about analysts and PEAs: 25:00 Articles referenced: Speculation causes Arizona Mining shares to tumble: http://www.northernminer.com/news/arizona-shares-move-drill-results-slipping/1003781750/ G4G Capital’s stock surges with option on Shawn Ryan’s claims: http://www.northernminer.com/people-in-mining/g4g-capitals-stock-surges-option-shawn-ryans-yukon-claims/1003780990/ Agnico’s adjusted profit grows 44% in third quarter: http://www.northernminer.com/news/agnicos-adjusted-profit-grows-44-q3/1003779368/ CEO interview: Rubicon’s Winship discusses Phoenix error: http://www.northernminer.com/financial-matters/winship-speaks-about-rubicons-phoenix-project/1003769884/ Site visit: Goldcorp VP Bergeron talks future of Coffee project: http://www.northernminer.com/news/goldcorp-vp-bergeron-talks-plans-coffee-project/1003775741/ Music Credit: Deck the Halls Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ Christmas Rap Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Dec 13, 2016 • 31min

Episode 40: Geological surveys & GMV Minerals Interview

Matthew Keevil and Lesley Stokes are back with a holiday edition of the Northern Miner Podcast, including the triumphant return of the Geology Corner wherein we discuss the importance of Canada's geological surveys! Lesley talks her experience doing pan-Canadian geology survey and the role government geologists play in helping out the industry. Meanwhile, Matt sit downs with GMV Minerals (TSXV: GMV; US-OTC: GMVMF) president and CEO Ian Klassen to talk about the Mexican Hat epiterhmal gold project in Arizona and raising capital during this summer's buoyant gold markets. We also drill into recent macro-economic events including the imminent Federal Open Market Committee (FOMC) in the United States, and how president-elect Donald J. Trump's cabinet is taking shape! Timeline: Macro Economic Discussion & Trump's cabinet: 1:20 Geology Corner talking Canada's geological surveys: 6:45 GMV Minerals CEO talks Mexican Hat gold project: 24:10 Articles referenced: GMV Minerals CEO discusses ‘unexpected’ target at Mexican Hat: http://www.northernminer.com/news/gmv-minerals-ceo-discusses-unexpected-discovery-mexican-hat/1003781534/ Editorial: What a Trump presidency means for US miners: http://www.northernminer.com/regulatory-issues/editorial-trump-presidency-means-us-miners/1003780881/ Editorial: Welcome back, copper: http://www.northernminer.com/commodities-markets/editorial-welcome-back-copper/1003781036/ Northern Dynasty’s Pebble on ‘cusp of resolution’: http://www.northernminer.com/court-cases/northern-dynastys-pebble-on-cusp-of-resolution/1003762425/ Music Credit: We Wish you a Merry Christmas (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ Christmas Rap (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Dec 5, 2016 • 35min

Episode 39: Matt & Mickey's global commodity special ft. Mickey Fulp

Western Editor Matthew Keevil welcomes the Mercenary Geologist, Mickey Fulp, to the podcast as a guest co-host to go over some of the major events in world economics and politics. We get some insight from south of the border on Donald J. Trump's presidential victory and the unexpected impact on commodity prices. Discussion includes: falling gold prices, surging copper futures, and commodity price reports by "big banks." Mickey also gets into his new-found interest in zinc investments, and unveils his own version of the geology corner, where we discuss the importance, and technical details, of oxide copper deposits. Bonus: Matt digs into his recent editorial on the changing of the political guard in the Yukon Territory, wherein Sandy Silver's Liberal Party unseated the incumbent Yukon Party. What impact could it have on mining? Timeline: Trump's U.S. Election win: 1:14 Copper's recent price surge: 7:25 What's the deal with the rebound in zinc: 16:15 Mickey talks his new zinc investment in Ireland: 18:12 The Geology Corner ft. Mickey Fulp on copper oxide deposits: 21:40 Yukon Liberal election victory and potential impacts: 31:45 Articles referenced: Base metal and bulk commodity forecasts improve heading into 2017: http://www.northernminer.com/news/base-metal-bulk-commodity-forecasts-improve-heading-2017/1003781312/ Editorial: Silver’s Liberals bring ‘sunny ways’ to the Yukon: http://www.northernminer.com/news/editorial-silvers-liberals-bring-sunny-ways-yukon/1003781191/ Editorial: Metallurgical coal prices go through the roof: http://www.northernminer.com/commodities-markets/editorial-metallurgical-coal-prices-go-roof/1003777390/ Nevsun CEO talks Timok and future at Bisha: http://www.northernminer.com/news/nevsun-ceo-talks-plans-timok-future-bisha/1003778872/ Precipitate Gold CEO outlines strategy at Juan de Herrera: http://www.northernminer.com/news/precipitate-ready-drill-juan-de-hererra-dominican-republic/1003780620/ Site visit: GoldQuest’s Romero at ‘decision point’: http://www.northernminer.com/news/goldquests-romero-%e2%80%a8at-decision-point/1003776023/ Visit the Mercenary Geologist at http://www.goldgeologist.com/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Dec 1, 2016 • 5min

Miner Moment #6: U308 CEO Richard Spencer on 'North American arrogance' in South America

In this clip from our “Focus on Argentina” symposium in Toronto in late September, Richard Spencer, president and CEO of uranium explorer U3O8 Corp., speaks his mind on Barrick Gold's latest cyanide spill in Argentina, what he calls "North American arrogance" towards South America, and broader attitudes towards government corruption. http://www.northernminer.com/news/tnm-panel-argentina-playground-geologists/1003778428/ Music Credit: Energy Recorded by Bensound (www.bensound.com/royalty-free-music/track/energy) Licensed under Creative Commons: By Attribution-NoDerivs 3.0 Unported creativecommons.org/licenses/by-nd/3.0
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Nov 30, 2016 • 24min

Episode 38: Academic pilgrimages and Mazumdar at MIF

Matt returns following an academic sojourn for his Master's residency with some insights on market activity and plans for the Northern Miner multimedia platforms heading into the new year. We briefly cover Donald J. Trump's surprise election, the impact on gold markets, and the surprisingly persistent rally in iron ore and metallurgical coal. Also featured is an address by show favourite Joe Mazumdar from The Metals Investor Forum (https://www.metalsinvestorforum.com/) in mid-November that covers everything from major gold miners to junior market conditions! Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/
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Nov 8, 2016 • 27min

Episode 37: The Hadean eon and Precipitate Gold CEO [Audio Fix]

We're back in action with Lesley and Matt with a Geology Corner that includes a deep dig into the Hadean geologic eon and veneer theory; we're going all the way back to the formation of the Earth! Meanwhile, Matt gets the inside scoop from Precipitate Gold (TSXV: PRG; US-OTC: PREIF) president and CEO Jeffrey Wilson on the company's upcoming 2,000-metre drill program at its Juan de Hererra gold property in the Dominican Republic! Details include the expected dates of assay results and Precipitate's target generation techniques. Bonus: Obligatory U.S. election brouhaha, met coal and base metals on the rise, and much more! Timeline: Commodity prices and macro economics: 2:35 Geology Corner the Hadean eon edition: 5:26 Precipitate Gold CEO Jeffery Wilson: 19:06 Story references in this episode: Precipitate CEO talks drill strategy at Juan de Hererra in the Dominican Republic: http://www.northernminer.com/news/precipitate-ready-drill-juan-de-hererra-dominican-republic/1003780620/ Site visit: GoldQuest’s Romero at ‘decision point’: http://www.northernminer.com/news/goldquests-romero-%e2%80%a8at-decision-point/1003776023/ Precipitate Gold team talks discovery at Ginger Ridge: http://www.northernminer.com/news/precipitate-gold-team-talks-discovery-at-ginger-ridge/1003269396/ ICSG: Copper surplus coming in 2017: http://www.northernminer.com/commodities-markets/icsg-copper-surplus-coming-2017/1003780531/ NOTE: We had the incorrect audio uploaded without the post-production on some noise pops. Issue has now been remedied. Thanks for your patience. Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

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