The Northern Miner Podcast

Matt is joined by the Mercenary Geologist, Mickey Fulp, to talk the U.S. economy, elections, and a potential interest rate hike from the Federal Reserve. We question whether gold stocks are currently a bit overvalued, and drill into Mickey's long-term view on copper investment. Matt also explores the PotashCorp-Agrium merger rumors, which triggered comments from Saskatchewan Premier Brad Wall, and the recent eye-opening discovery by Wesdome Gold Mines (TSX: WDO; US-OTC: WDOFF) at the Kiena gold complex in Val D’Or, Quebec. Timeline: Show summary: 1m30s Commodity price talk: 3m10s Mickey and Matt talk macro metals: 6m23s Agrium-PotashCorp rumor discussion: 22m10s Yukon Mining Alliance minute: 27m02s Wesdome's high-grade discovery at Kiena: 28m50s Stories referenced in this episode: Wesdome management talks high-grade discovery at Kiena: http://www.northernminer.com/news/wesdome-management-talks-high-grade-discovery-kiena/1003776919/ PotashCorp, Agrium talk merger amid weak fertilizer markets: http://www.northernminer.com/news/potashcorp-agrium-talk-merger-amid-weak-fertilizer-markets/1003777087/ Orezone takes a beating after bumbled Bomboré resource: http://www.northernminer.com/news/orezone-takes-beating-bumbled-bombore-resource/1003776689/ Timely acquisitions set B2Gold on growth path: http://www.northernminer.com/news/b2gold-ceo-strategic-growth-defying-industry-trends/1003776976/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Matt launches an exciting new feature this week entitled "CEO Corner." We touch base with B2Gold (TSX: BTO; NYSE-MKT: BTG) president and CEO Clive Johnson to talk about the right way to build a gold company, and drill into current gold markets and merger-and-acquisition strategy. Matt also heads up to IDM Mining’s (TSXV: IDM) Red Mountain property in northwestern B.C. to catch-up with president and CEO Robert McLeod. The company recently unveiled an exciting new drill target at its Lost Valley zone, and continues to advance the project through permitting and towards a new feasibility study. Bonus: Federal Reserve Chair Janet Yellan and company are at it again in Jackson Hole, Wy. Matt digs into the recent depression in commodity prices, and shares his thoughts on both B2Gold and IDM Mining. Timeline: Macro Commodity Round-Up: 4m20s B2Gold's Johnson talks growth profile: 8m44s B2Gold's Johnson on M&A and gold markets: 13m19s IDM's McLeod on the Lost Valley disocvery: 19m58s IDM's McLeod talks field season at Red Mountain: 22m35s The Yukon Minute: 24m44s Stories referenced in this episode: IDM’s Red Mountain moves closer to development: http://www.northernminer.com/news/idm-updates-red-mountains-pea/1003775380/ Premier Gold invests in IDM Mining: http://www.northernminer.com/news/premier-gold-invests-in-idm-mining/1003773053/ B2Gold locks up funding for Fekola mine in Mali: http://www.northernminer.com/news/b2gold-locks-up-funding-for-fekola-mine-in-mali/1003769680/ Atac eyes road access to Tiger gold deposit in the Yukon: www.northernminer.com/news/atac-eyes…on/1003773987/ Facts ‘n’ Figures: Gold demand nears new record, WGC says: http://www.northernminer.com/commodities-markets/facts-n-figures-gold-demand-nears-new-record-wgc-says/1003776653/ Editorial: LME shakes up gold world with gold and silver trading: http://www.northernminer.com/commodities-markets/editorial-lme-shakes-gold-world-gold-silver-trading/1003776684/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Matt and Lesley round-up the week in commodities and talk about major BHP Billiton's (NYSE: BHP; LON: BLT) historically terrible financial year. Lesley digs into her recent in-depth geological piece on Canada's East Coast, while Matt drills down into a conversation he had with lawyer Fred Pletcher on new hostile takeover rules in Canada, and the mergers-and-acquisitions climate. Bonus: Lesley brings a list of "funnest games played in camp" from her friends around the industry! Timeline: Macro Commodity Round-Up: 1m07s BHP's "worst ever" year: 2m48s Lesley talks geology on Canada's East Coast: 6m28s Legal insights from Borden Ladner Gervais' Fred Pletcher: 11m58s Lesley talks fun games to pass the time in mining camps: 16m10s The Yukon Minute: 20m19s Stories referenced in this episode: Interview: BLG’s Pletcher talks Dolly Varden and Canada’s new hostile takeover rules: http://www.northernminer.com/news/interview-blgs-pletcher-talks-hostile-takeover-regulations-canada/1003776588/ BHP CEO discusses historically poor year, future plans: http://www.northernminer.com/news/bhp-ceo-discusses-historically-poor-year-future-plans/1003776523/ The geology underlying the quest for minerals on Canada’s East Coast: http://www.northernminer.com/news/geology-underlying-quest-minerals-canadas-east-coast/1003776452/ Atac eyes road access to Tiger gold deposit in the Yukon: http://www.northernminer.com/news/atac-eyes-road-access-tiger-gold-deposit-yukon/1003773987/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Matt and Lesley are back in studio following a flurry of site visits and trips! Lesley covers Ivanhoe Mines' (TSX: IVN; US-OTC: IVPAF) potentially "game changing" Kakula discovery in the Democratic Republic of Congo (DRC), and Skeena Resources’ (TSXV: SKE; US-OTC: SKREF) acquisition of the historic Porter Idaho–Silverado silver property in B.C.'s Golden Triangle. Meanwhile, Matt drills down into exciting drill results, including: NexGen Energy (TSX: NXE; US-OTC: NXGEF) at its emerging Rook I uranium discovery in Saskatchewan; and Gold Standard Ventures (TSXV: GSV; NSYE-MKT: GSV) at the Pinion-Railroad oxide goal camp along Nevada's Carlin Trend. Bonus discussion: The Ring of Fire Bikinigate issue, gold insights from Sandstorm Gold's (TSX: SSL; NYSE-MKT: SAND) quarterly conference call, and more! Timeline: Macro Economics: 1m00s Sandstorm Gold and the impact of rising gold prices for streamers: 4m40s Skeena Resources' new B.C. silver play: 8m40s Gold Standard's promising North Dark Star discovery: 15m40s KWG Resources chromite 'Bikinigate': 21m03s NexGen Energy's Harpoon uranium discovery: 26m20s Ivanhoe Mines' Kakula discovery at its large Kamoa copper deposit: 32m18s Stories referenced in this episode: Kakula discovery may be ‘complete game changer’ for Ivanhoe’s Kamoa: http://www.northernminer.com/news/kakula-discovery-may-complete-game-changer-kamoa/1003776395/ NexGen unveils Harpoon discovery at Rook I: http://www.northernminer.com/news/nexgen-unveils-harpoon-discovery-rook/1003776385/ Gold Standard strikes again at North Dark Star in Nevada: http://www.northernminer.com/news/gold-standard-strikes-north-dark-star-nevada/1003776352/ Sandstorm CEO discusses impact of rising gold prices: http://www.northernminer.com/news/sandstom-ceo-discusses-impact-rising-gold-prices/1003776156/ Miner Moments #3: Mickey Fulp discusses the uranium market: http://www.northernminer.com/news/miner-moments-3-mickey-fulp-discusses-uranium-market/1003776285/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Matt and Lesley sit down with the Mercenary Geologist, Mickey Fulp, to riff on uranium markets following Canadian leader Cameco's (TSX: CCO; NYSE: CCJ) rather dismal second-quarter results. Lesley discusses her recent trip to Fission Uranium's (TSX: FCU; US-OTC: FCUUF) Patterson Lake South (PLS) project in Saskatchewan, and Mickey explains the patience needed to be a contrarian resource investor. Music Credit: News Intro Sound Recorded by Maximilien (soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Matt and Lesley are back in action following a busy July with tons of material from recent site visits and interviews! Lesley discusses her trips to Great Panther Silver's (TSX: GPR; NYSE-MKT: GPL) Guanajuato mine complex in Mexico and Integra Gold’s (TSXV: ICG; US-OTC: ICGQF) historical Sigma-Lamaque project in the town of Val-d’Or, Que. Matt discusses the macro-economics of gold and oil with our special guest, Mickey Fulp. The Mercenary Geologist also touches on second-quarter results for major gold producers and the accounting wizardry of "all-in sustaining costs." Bonus: Some super geology chatter on "fish hooks" in the Abitibi! Timeline: Macro Economics: 2m30s Lesley's site visit with Great Panther Silver: 7m20s Mickey talks all-in sustaining costs: 11m00s Lesley's site visit with Integra Gold: 15m10s Intense Abitibi geology talk: 16m30s Yukon minute featuring Banyan Gold: 21m05s Mickey discusses gold majors: 23m20s Stories referenced in this episode: Integra Gold issues million-dollar challenge: http://www.northernminer.com/news/integra-takes-geology-of-sigma-lamaque-to-the-global-stage/1003707067/ Great Panther defies low silver prices and eyes growth: http://www.northernminer.com/financial-matters/great-panther-defies-low-silver-prices-and-eyes-growth/1003678699/ In review: Q2 results of major gold firms: www.northernminer.com/news/review-q2…ms/1003775910/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Western Editor Matthew Keevil hosts a height-of-summer episode highlighted by a busy earning season. We dig into results from Barrick Gold (TSX: ABX; NYSE: ABX), Agnico Eagle Mines (TSX: AEM; NYSE: AEM), Goldcorp (TSX: G; NYSE: GG) and Kinross Gold (TSX: K; NYSE: KGC), and offer a sneak peak at earnings coming up this week. Special guests include Gwen Preston the Resource Maven and Ben Kramer-Miller of Mining Wealth. Matt talks a potential bull market, the intricacies of investing in rare earth elements (REE), and whether the boom in lithium is the real deal. Timeline: Macro economic and commodity talk: 0m45s Interview with Mining Wealth chief analyst Ben Kramer-Miller: 11m59s Silver Wheaton's gold streaming deal on Vale's Salobo copper mine in Brazil: 9m50s Interview with Resource Maven Gwen Preston: 25m45s Stories referenced in this episode: In review: Q2 results of major gold firms: http://www.northernminer.com/news/review-q2-results-major-gold-firms/1003775910/ Premier Pasloski supports Yukon’s miners and explorers: http://www.northernminer.com/news/premier-pasloski-supports-yukons-miners-explorers/1003775898/ Site visit: Goldcorp VP Bergeron talks future of Coffee project: http://www.northernminer.com/news/goldcorp-vp-bergeron-talks-plans-coffee-project/1003775741/ Klondike Gold’s quest for the motherlode in the Yukon: http://www.northernminer.com/news/klondike-golds-quest-motherlode-yukon/1003775692/ Music Credit: Slow Burn Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

Western Editor Matthew Keevil is joined by the Hon. Scott Kent, who serves as Minister of Energy, Mines, Resources, Highways and Public Works in the Yukon Legislative Assembly. Topics include the entry of major Goldcorp (TSX: G; NYSE: GG) into the territory via the $520-million acquisition of the multi-million ounce Coffee gold deposit, and working with the new Trudeau Liberal government in Ottawa. We also dig into social license and permitting, and potential infrastructure spending in the Yukon. Music Credit: News Intro Sound Recorded by Maximilien (http://soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/

At the Bar in Dawson City ft. Mickey Fulp, Gwen Preston, and Joe Mazumdar Matt and Lesley have been on the road so in place of our weekly podcast we're running an exclusive version of Mickey Fulp's "At the Bar" series featuring the Mercenary Geologist, Gwen Preston the Resource Maven, and Joe Mazumdar from Exploration Insights! Topics include gold prices, investment strategies, major gold miners, mergers and acquisitions, and more! Are we in the early stages of a bull market? [Producer's note: Forgive the semi-frequent background noise, which is a result of recording live "at the bar." The audio has been thoroughly scrubbed, but some of the more persistent background racket has persevered.] OctoBlues Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/

Matthew Keevil is joined by economic geologist Joe Mazumdar from Exploration Insights (https://www.explorationinsights.com/). Topics include Newmont Mining's (NYSE: NEM) recent US$1.3-billion sale of its stake in the Batu Hijau copper-gold mine in Indonesia, the rebound in junior markets, investment strategy and downside protection, geopolitical risk, and investing in the Yukon! Music Credit: News Intro Sound Recorded by Maximilien (http://soundbible.com/2041-News-Intro.html) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/