Niobium, Scandium and Rare Earths in the US, But Can They Fund The Capex?

October 8, 2026

NioCorp Developments is developing the Elk Creek Critical Minerals Project in southeast Nebraska. It’s a buried carbonatite deposit about 5 km west of the village of Elk Creek, and the plan is an underground mine feeding an on-site processing plant. The main products would be niobium, scandium, titanium, and the magnet rare earths NdPr, dysprosium and terbium. In this interview, I asked about about the EXIM debt process, the August 2026 feasibility study, offtake, metallurgy, and management alignment.

Gold, Antimony, Tungsten in Idaho, But Can They Really Mine It?

October 8, 2026

Resolution Minerals’ focus is the 100%-owned Horse Heaven gold, tungsten and antimony project in Valley County, central Idaho, right next to Perpetua Resources’ Stibnite Gold Project. Its two main targets are Golden Gate (gold and tungsten, split into North and South) and Antimony Ridge. In this interview, I asked about the 2026 drill program and pending assays, the maiden resource timeline, the historic tungsten stockpiles, an antimony pilot plant, Fast-41 permitting, the NASDAQ listing and the treasury. The Australian ground is being held with no spending, and an Alaska project was recently sold.

New Gold Discovery in Suriname, But Will the System Hold Together?

October 8, 2026

Miata Metals is exploring for orogenic gold at its 215 km² Sela Creek project, about 235 km south of Paramaribo, Suriname. In this interview, I asked about the latest Jons Trend drill results, the first scout holes at the new Howler target, metallurgy, cash, and how the rest of the target pipeline is ranked.

High-Grade Tungsten in Canada, But Is There Enough of it for a Mine?

October 8, 2026

Fox Tungsten is focusing its 100%-owned Fox Tungsten project, about 70 km northeast of 100 Mile House in BC’s South Cariboo region. It’s a high-grade scheelite skarn deposit hosted in stacked, flat-lying calc-silicate horizons. The 2018 resource is 582,400 t at 0.83% WO3 Indicated plus 565,000 t at 1.23% WO3 Inferred, spread across the RC, BN and BK zones. They also hold Silver Boss, an early-stage moly-copper-gold-silver property surrounding Glencore’s closed Boss Mountain moly mine. In this interview, we talked about the 20,000m drill program, the path to a PEA, permitting, and how long the cash lasts.

Growing a Gold Mine in Tanzania, But Can They Do It Without Dilution?

October 8, 2026

TRX Gold owns 55% of the producing Buckreef Gold Project in the Geita region of northwestern Tanzania. The other 45% is held by STAMICO, the Tanzanian state mining company. In this interview, we talked about the plant expansion, self-funded growth, costs and recoveries, exploration at Stamford Bridge and Anfield, the updated PEA, and the joint venture terms with the government.

11-Year Heap-Leach Gold PEA in Nevada, But Can They Actually Build it?

October 8, 2026

Bravada Gold Corporation is advancing Wind Mountain, a past-producing gold-silver project about 160 km northeast of Reno in northern Nevada, toward a restart as a shallow open-pit, run-of-mine heap leach. I sat down with Dr. Paul West-Sells, a metallurgist and former CEO of Western Copper and Gold, who became President and CEO on June 8, 2026. We covered the new PEA, the drill and met programs, the path to a PFS and permits, and how they plan to pay for it.

Gold, Antimony, Tungsten in Idaho, But Can They Really Mine It?

October 8, 2026

Resolution Minerals’ focus is the 100%-owned Horse Heaven gold, tungsten and antimony project in Valley County, central Idaho, right next

New Gold Discovery in Suriname, But Will the System Hold Together?

October 8, 2026

Miata Metals is exploring for orogenic gold at its 215 km² Sela Creek project, about 235 km south of Paramaribo,

Growing a Gold Mine in Tanzania, But Can They Do It Without Dilution?

October 8, 2026

TRX Gold owns 55% of the producing Buckreef Gold Project in the Geita region of northwestern Tanzania. The other 45%

11-Year Heap-Leach Gold PEA in Nevada, But Can They Actually Build it?

October 8, 2026

Bravada Gold Corporation is advancing Wind Mountain, a past-producing gold-silver project about 160 km northeast of Reno in northern Nevada,

13.4 g/t Gold in Quebec, But Is There a Real System?

October 8, 2026

Bullion Gold Discoveries’ flagship is the 100%-owned Terragold gold project, about 12 km south of Senneterre in Quebec’s Abitibi Greenstone

$12M Gold Revenue in Q2, But Can it Grow Without The Cost Blowing up?

October 6, 2026

Golconda Gold is a gold producer with two operations. The main focus is the underground Galaxy Gold Mine near Barberton

High-Grade Silver Veins in Mexico, But Are the Widths Mineable?

September 14, 2026

Mercado Minerals’ flagship is Copalito, an optioned low sulphidation epithermal vein system roughly 120 km northeast of Culiacán and about

Big Zinc-Lead-Silver Project in the NWT, But Can They Really Build It?

September 8, 2026

Honey Badger Silver’s flagship is PC Silver, a silver-zinc-lead project in the Mackenzie Mountains of the Northwest Territories sitting in

Silver Mine in China Generating Cash Flow, But Can They Execute on Growth?

August 29, 2026

Silvercorp Metals is a producing silver-led miner whose current cash-flow base is the Ying Mining District in Henan, China, with

Building a Silver Mine in Mexico, But Can Costs Stay Under Control?

August 28, 2026

GoGold Resources runs the Parral tailings operation in Chihuahua, which is generating cash flow, while developing the Los Ricos district

High-Grade Silver Discovery in Bolivia, But Is There Enough Scale?

August 24, 2026

BP Silver”s flagship project is Cosuño, a lithocap-hosted silver polymetallic system in the same belt as Cerro Rico, with a

High-Grade Silver in Mexico, But Can it Become a Meaningful Resource?

July 13, 2026

Advance Metals is an Australian-listed silver and gold explorer with four projects, three in Mexico (Yoquivo, Gavilanes, and Guadalupe y

Copper Sulphides in 8 Drill Holes, But Is There a Real Discovery?

September 21, 2026

Leviathan Metals’ flagship is the Central Project in the Kalahari Copper Belt in Botswana, on the Hyena Hills dome, which

1M+ Ounces of Heap Leach Gold in Mexico, But Can They Really Restart It?

September 18, 2026

Axo Metals, until recently named Axo Copper, holds two projects in Mexico. San Antonio, a past-producing, gold and silver focused

District-Scale Copper Targets, But Can Drilling Confirm a System?

September 17, 2026

Tribeca Resources has two projects: La Higuera, an IOCG copper-gold project about 40 km north of La Serena in the

High-Grade Copper in Brazil, But is There a Real System?

September 9, 2026

Prospectiva Resources’ flagship is the São Francisco copper-gold project in Pernambuco state, northeastern Brazil, part of a 335 km² package

Growing Copper System in Botswana, But Is the Grade Enough?

September 5, 2026

Eastport Critical Metals’ flagship is the Matsitama copper project in northeast Botswana, held across six contiguous prospecting licences and hosting

Copper Target in Montana, But Can They Find a Porphyry Centre?

September 4, 2026

Domestic Metals is earning 60% of the Smart Creek copper-gold-silver project in Montana from Rio Tinto, who keeps 40% and

5 Uranium Projects in Saskatchewan, But Can They Prove Continuity?

September 21, 2026

Xcite Uranium is an early stage uranium explorer with projects near Uranium City in northern Saskatchewan. The flagship is the

Inside a VIP Mining Event With a Fund Manager & 9 CEOs

March 27, 2026

I was asked to host a so-called VIP event at PDAC earlier this month. Although, to be fair, they asked

New Uranium Explorer in Latin America

February 21, 2026

This was a first-pass interview with Jaguar Uranium Corp., led by Steven Gold. They’re chasing uranium across one main asset

$610M Gold Asset in a $50M Company

November 9, 2025

This interview features Fortune Bay’s CEO, Dale Verran & VP Technical Services, Gareth Garlick, and focuses on how the company

Gold, Uranium, and Copper Potential in 1 Junior Mining Company

September 14, 2025

Fortune Bay (TSX-V: FOR ; OTC: FTBYF) is a gold-focused explorer/developer with two core gold assets. One (Goldfields) in northern

2 Uranium Juniors Are Merging, But Is It the Right Call?

July 8, 2025

Baselode Energy and Forum Energy Metals described their planned merger, outlining how Baselode’s cash position would fund exploration of Forum’s

202m Lithium Pegmatite in Quebec, But is This a Real System?

September 28, 2026

Brunswick Exploration’s two main Quebec assets are the Mirage project and the Anatacau Main project, both in the Eeyou Istchee

Giant Nickel Project in Ontario, But is the Grade Enough for a Mine?

September 8, 2026

Canada Nickel’s flagship asset is the Crawford Nickel Sulphide Project which sits about 40 km north of Timmins, Ontario, in

New Lithium Project Next to a Major Deposit, But Is There Continuity?

August 25, 2026

Libra Energy Materials is a lithium-focused explorer with a new flagship in Quebec’s Eeyou Istchee James Bay region, the Cisco

5 Lithium Projects in Africa, But Will Any of Them Reach Scale?

August 11, 2026

Lithium Africa’s flagship is the Springbok project in South Africa’s Northern Cape, roughly 80 km north of the town of

High-Grade Ni-Cu-Co in Scotland, But Why Hasn’t it Been Worked for 50 Years?

June 11, 2026

Winshear Metals has optioned two projects: the Portsoy nickel-copper-cobalt project roughly 60 km northwest of Aberdeen in northeast Scotland, and

What Makes a Lithium Discovery Actually Valuable?

April 11, 2026

Killian told me that they are not treating Mirage as a finished asset at 52.2 Mt at 1.08% Li2O, they

Niobium, Scandium and Rare Earths in the US, But Can They Fund The Capex?

October 8, 2026

NioCorp Developments is developing the Elk Creek Critical Minerals Project in southeast Nebraska. It’s a buried carbonatite deposit about 5

High-Grade Tungsten in Canada, But Is There Enough of it for a Mine?

October 8, 2026

Fox Tungsten is focusing its 100%-owned Fox Tungsten project, about 70 km northeast of 100 Mile House in BC’s South

New Type of Royalty Company, But Can They Really Scale the Model?

September 16, 2026

Nations Royalty buys and pools mining royalty and impact benefit agreement (IBA) payments owned by First Nations. Its founding portfolio,

Titanium-Vanadium Discovery in Labrador, But Will The Metallurgy Work?

September 11, 2026

SAGA Metals’ flagship is the Radar titanium-vanadium-iron project about 10 km south of Cartwright in southeastern Labrador, covering the Dykes

Top-10 North American Rare Earth Resource, But Will the Economics Work?

September 1, 2026

Volta Metals’ flagship is the Springer rare earth and gallium project near Sturgeon Falls, Ontario, about 70 km east of

Very High-Grade Rare Earths, But Can They Get the Funding?

August 25, 2026

Brazilian Rare Earths’ flagship is the Monte Alto deposit, a chevkinite hosted hard rock system with an overlying monazite sand

What Actually Makes a Good Mining Jurisdiction? (Episode 1)

May 9, 2026

We kicked off a new format last week. We’re lining up four exploration executives in the same virtual room and

What is Michael Gentile Buying and Why?

April 28, 2026

In this wide-ranging interview, veteran junior mining investor Michael Gentile explains why he continues aggressively deploying capital into early-stage resource

The Overlooked Risk That Kills Mining Projects (And How to Fix It)

April 28, 2026

In this interview, Antonio speaks with Anna Triponel, founder of Human Level and a human rights expert who advises mining

Which Microcap Stocks Are Worth Holding?

April 25, 2026

Ian Cassel showed me some data that proves that micro-cap investing is brutally difficult, buy-and-hold almost never works in this

Exploring Value in Mineral Exploration: A Critical Conversation with John-Mark Staude, CEO of Riverside Resources

November 7, 2024

In a candid discussion, John-Mark Staude, CEO of Riverside Resources, delves into his origins in the geology field. With a PhD from the University of

Lessons from Building One of Canada’s Largest Gold Mines

November 1, 2024

Panneton readily acknowledges that while his success hinges on technical insight, it is equally reliant on surrounding himself with a carefully selected team. From his