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 component near the towns of Jiquiriçá and Ubaíra, roughly 250 km southwest of Salvador. Alongside rare earths the rock carries uranium, niobium, scandium and tantalum. In this conversation I asked their CEO about the scoping study that came out last week, the ASX forcing a retraction of the first version of it, the hub and spoke development plan into the Camaçari petrochemical complex, offtake, permitting, metallurgy and how they intend to pay for a roughly US$1 billion capex.

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 West and Obamska projects, which sit along roughly 45 km of the Nottaway Deformation Zone and are contiguous with and partly surrounding Q2 Metals’ Cisco deposit. The rest of the portfolio is the KoBold Metals earn-in ground in Ontario (Flanders North, Flanders South, SBC), Toivo, the Stimson graphite hit, and a Brazilian package headlined by the Penelope rare earth project in Minas Gerais. In this interview, I asked about the new Quebec ground, treasury, and what happens to everything that is now non-core.

Gold Project Near Fosterville, But Can They Deliver Economic Grades?

August 24, 2026

Crossroads Gold’s flagship is the Steiglitz gold project, an epizonal orogenic gold system roughly 80 km west of Melbourne in the Bendigo zone, alongside Pheasant Creek (next to Southern Cross Gold’s Sunday Creek), plus Pambula and Club Terrace, the two projects that came with the Rox-ex acquisition. In this interview, I asked why Steiglitz was never properly drilled, what the soil sampling is showing, the first drill programs, permitting and community friction, treasury, and risks.

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 second project called Titiri that is a silver lead zinc target still waiting on title. In this interview, I asked them about share structure and insider royalties, the Phase 2 drill program now underway, treasury and spending, and the risks around grade continuity and operating in Bolivia.

Brownfield Copper-Gold Camp in BC, But Does it Have Enough Scale?

August 19, 2026

Phoenix Metals’ flagship is the Greenwood project in the Boundary region of southern British Columbia, roughly 10 km east of the town of Greenwood along the Highway 3 corridor near the US border. The land package is about 12,000 hectares covering dozens of past-producing mines, including the historic Phoenix pit, Lexington, Golden Crown and the South Skarn area, plus a 200 tonne per day mill and permitted tailings facility on care and maintenance. In this conversation I asked the CEO about his background, share ownership and compensation, how the asset was assembled out of receivership, the 55,000 metre drill program now underway, treasury, a possible mill restart, and risks.

New Copper-Gold Discovery in Australia, But Is There Enough Tonnage?

August 19, 2026

Great Plains Metals’ flagship project is the Yeoval Goodrich copper-gold project, about 70 km northwest of Orange in the Lachlan Fold Belt of New South Wales, where the company is earning in from joint venture partner Godolphin Resources (now rebranding to Orbit Resources). Secondary ground includes the Everton molybdenum project in Victoria and the Eversley IOCG project in South Australia. In this interview, I asked about the earn-in structure, the pencil porphyry thesis, the Stage 2 drill program, treasury, and where the risk sits.

Gold Project Near Fosterville, But Can They Deliver Economic Grades?

August 24, 2026

Crossroads Gold’s flagship is the Steiglitz gold project, an epizonal orogenic gold system roughly 80 km west of Melbourne in

Producing Gold Mine in Argentina, But Can They Grow it and Lower Costs?

August 18, 2026

Cerrado Gold owns 100% of the Minera Don Nicolás gold and silver operation and the Las Calandrias heap leach in

Multiple Gold Projects in Canada, But Is There Really a Clear Path to Value?

August 15, 2026

Harfang’s main asset is Sky Lake, an orogenic gold project about 35 km southwest of Pickle Lake in northwestern Ontario,

High-Grade Gold in Nevada, But Can They Define a Large Continuous System?

August 13, 2026

49 Metals is an Australian-listed explorer whose flagship is the Gold Mountain project, a low sulphidation epithermal gold and silver

3M Ounces of Gold in DR Congo, But is it Really Economic?

August 13, 2026

Avanti Gold’s flagship asset is the Misisi project in the Fizi territory of South Kivu, Democratic Republic of Congo, roughly

Record Revenue From Gold, But Can They Get Costs Under Control?

August 12, 2026

Starcore International Mines’ main asset is the San Martin mine, an underground epithermal gold-silver operation about 50 km east of

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

Historic Silver Project in Nevada, But is it Economic at These Grades?

July 8, 2026

Prince Silver’s main asset is the Prince project, a carbonate replacement deposit (CRD) in Lincoln County, Nevada, targeting silver, zinc,

High-Grade Gold-Silver Resource, But is There Enough Scale?

July 8, 2026

Mithril Silver & Gold’s flagship project is the Copalquin Project, a district scale gold silver epithermal system in Durango State,

45M Ounces of Silver in Argentina, But Can the Concentrate Be Sold?

July 2, 2026

Argenta Silver has one active project: the El Quevar high-grade silver project in Salta Province, Argentina, anchored by the Yaxtché

High-Grade Silver Intercepts, But Is There Enough Scale?

June 30, 2026

Pacifica Silver’s flagship is the Claudia silver-gold project, an 11,876-hectare low-sulphidation epithermal vein district in Durango State, Mexico, located roughly

Brownfield Copper-Gold Camp in BC, But Does it Have Enough Scale?

August 19, 2026

Phoenix Metals’ flagship is the Greenwood project in the Boundary region of southern British Columbia, roughly 10 km east of

New Copper-Gold Discovery in Australia, But Is There Enough Tonnage?

August 19, 2026

Great Plains Metals’ flagship project is the Yeoval Goodrich copper-gold project, about 70 km northwest of Orange in the Lachlan

Shallow Copper-Gold System in Chile, But Are the Grades High Enough?

August 15, 2026

ATERRA Metals, formerly known as Cascada Silver, is working on the Totora copper-gold project in Chile’s Region III, about 60

New Copper Target in BC, But Will They Drill Soon Enough?

August 15, 2026

Beyond Minerals holds three 100% owned projects: Owl Creek, a copper porphyry target near Pemberton, British Columbia; Ear Falls, an

Copper-Gold Target in BC, But Will the New Targeting Deliver This Time?

August 11, 2026

Torr Metals is focused a new alkalic copper-gold porphyry target at its 332 km² Kolos project in southern BC’s Quesnel

Multiple Porphyries in Kazakhstan, But Can They Prove Continuity?

August 6, 2026

Arras Minerals’ flagship project is the Elemes copper-gold project in the Pavlodar region of northeastern Kazakhstan. The project sits on

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

Expecting Assays from 40 Holes | TSX-V: FIND

February 21, 2025

Baselode Energy faces significant challenges, including a declining share price, delayed assay results, and the need for a strategic financing

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

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

Lithium Might Not Be the Bull Market You Think It Is

March 7, 2026

Koby Kushner of Libra Lithium talked to me about the lithium in this episode. Are we heading into a real

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

80 Projects and 17 Royalties, But Can They Really Monetize Them?

August 18, 2026

Strategic Metals is a Yukon-focused prospect generator that holds interests in roughly 100 properties plus large share positions in other

New Copper Target in BC, But Will They Drill Soon Enough?

August 15, 2026

Beyond Minerals holds three 100% owned projects: Owl Creek, a copper porphyry target near Pemberton, British Columbia; Ear Falls, an

Targeting Potash Production in 2027, But Can this Mining Method Work?

July 28, 2026

Buffalo Potash’s flagship project is the Disley potash property about 50 km northwest of Regina, Saskatchewan. This conversation covered the

New Potash Project in the USA, But Will Solution Mining Work at Depth?

July 25, 2026

Sage Potash is working on the Sage Plain potash project in the Paradox Basin of southeastern Utah, about 30 km

High-Grade Tungsten Project in Yukon, But Can the Cost Be Justified?

July 21, 2026

Rackla Metals flagship project is the Lentung tungsten project (previously known as Lened) in the western Northwest Territories, roughly 60

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