Mining Stock Daily

This week we talk with Brent Johnson of Santiago Capital for the MSD long-form. Brent is well-known for his Dollar Milkshake Theory which, simply put, describes why the dollar and gold will rise into a sovereign debt crisis. His theory is well know throughout the finance community. So Brent and Trevor talk about some early career moments and how to started crafting this theory. Why does he feel the dollar will remain the strongest currency when so many people are calling for its demise? And how could gold follow its path? We chat about these ideas and what it means for the entire commodity complex and if we are already starting to see this theory play out today.  We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Discovery Silver CEO, Tony Makuch, joined MSD to provide his corporate comments on the recently announced preliminary feasibility study for the Cordero silver project in Mexico. The project report highlights a base case after-tax NPV5% of $1.2 Billion (C$1.5 Billion) and IRR of 28% (Ag - $22.00/oz, Au - $1,600/oz, Pb - $1.00/lb and Zn - $1.20/lb) with an 18-year mine life. 

Chad Peters of Ridgeline Minerals talks to us about the Big Blue CRD/Porphyry project the company has recently staked and looks to work on. We talk to Chad about how this fits into the company's priorities for 2023 and what makes this project incredibly attractive for resource speculators. 

Royal Road CEO, Tim Coughlin, joined us today for his editorial comments on the Strategic Alliance Agreement and Letter of Intent with investment holding company MSB Holdings with respect to copper, gold and other metals exploration in the Kingdom of Saudi Arabia. 

Jason Attew and the Liberty Gold team joined Paul Harris for a corporate editorial on the company's latest news from the Black Pine gold project in Idaho. The company announced an updated mineral resource estimate earlier this week. 

Royal Road enters into a strategic alliance agreement with MSB Holdings of Saudi Arabia. Ridgeline Minerals has staked the Big Blue Project in Nevada, a porphyry copper-gold-silver exploration prospect. Barrick Gold increased its gold reserve price assumption to US$1300/oz. Rupert Resources looking to raise C$47.6M.  We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Paul Harris connects with Raymond Jannas of ATEX Resources for a general introduction to the company and its Valeriano Copper-Gold Project in Chile. We also receive an editorial take on the latest drill results were the company drilled 1,270m of .63% CuEq.

Filo CEO, Jamie Beck, joins us to provide his editorial comments on the latest drill results from the Filo del Sol project in Argentina. The latest results included 1,776m of .7% CuEq and 1,296.5m of 1% CuEq. It is clear the company's 2019 resource boundary is now obsolete, so we ask Jamie about any expectations of updating that model and just how long does the company continue to define the project limits, and its own. 

Anglo American is taking an investment into Canadian Nickel Company. We have exploration results from American Pacific Mining, Asante Gold, Orla Mining, & i-80 Gold. Liberty Gold has published an updated mineral resource. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Ixios Asset Management's David Finch joins us to provide his thoughts on the $17B off from Newmont to acquire Newcrest. Who wins and who loses? And what does a strong Newmont stake in Canada mean for investors?