Diane Garrett sits down with Simon Catt to discuss Hycroft Mining's transformative year, from the addition of four heavyweight board members — including former Newmont CEO Richard O'Brien, Marcelo Godoy, Josh Olmsted, and Blake Rhodes — to the standout high-grade gold and silver drill results coming out of the Brimstone and Vortex zones. Diane breaks down the geology behind the discovery, including the three distinct mineralizing events that make Hycroft's system unique, and lays out the roadmap for the rest of 2026: a decline decision by year-end, underground economics expected in 2027, and a growing team — including new COO Michael J. Deal and VP Capital Markets Haley Mayers — built to take the project toward production. She also shares what top shareholder Eric Sprott and Hycroft's loyal retail following ("the Apes") are saying about the company's potential to become one of the top five silver producers in the world.00:00 Welcome Back - Diane Garrett00:24 High-Grade Gold & Silver Hits at Brimstone & Vortex00:39 Mining Titans Join Hycroft's Board02:17 Vision: Multi-Asset Company to Mid-Tier Producer03:44 Three Mineralizing Events Explained04:32 Higher Grades at Depth - New Drill Targets05:13 Road to Production - Decline Decision By Year-End08:01 New COO & Team Build-Out09:05 Eric Sprott - Best Silver Play & Top 5 Producer Path10:09 What's Next - 5 Rigs Drilling This Year

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🎧Apple Podcastshttps://podcasts.apple.com/us/podcast...💬Xhttps://x.com/CattCalls💻Websitehttps://www.cattcalls.com⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions. #HycroftMining #HYMC #DianeGarrett #goldminer #silverminer

Simon Catt joins Fin for another Coffee with Catt to unpack his latest article, "Buckle Up." They dig into why US diesel crack spreads are at all-time highs and what that means for commodity margins, why Simon still believes we're early in Commodity Supercycle 2.0 despite a possible 20% equity correction, and why Treasury yields — described by Stanley Druckenmiller as "the most important price in the world" — are driving everything from the weakening dollar to gold's resurgence. They cover Scott Bessent's efforts to manage bond yields and his intervention in the Japanese yen, what President Trump's slipping approval ratings could mean heading into the US midterms, and the political pressure of a looming 10% rise in grocery bills. Simon also breaks down his recent trip to EQ Resources' Mount Carbine tungsten mine in Queensland, why it's now generating $30-40 million a month after nearly going bust a year ago, his bullish case for Discovery Silver, Hycroft, and First Tin, and closes with a bold call: gold to $7,000 and silver to $150 by the end of 2027.

0:00 Buckle Up: Early in Commodity Supercycle 2.0

01:58 Supercycle or Fragile? Simon's Base Case

06:30 Diesel Crack Spreads & Miners Profit Margins

09:10 AI Bubble Risk & the Case for a 20% Stock Market Correction

13:01 US Midterms, Diesel Prices & Commodity Prices

19:15 Yen Intervention & the Structural Weaker Dollar

23:30 Treasury Yields: "The Most Important Price in the World"

27:50 Gold's Resurgence, China's Gold Rush & Discovery Silver

36:17 Gold M&A Landscape & StrikePoint Gold

42:34 Inside Mount Carbine: EQ Resources & Tungsten's Comeback

55:00 Is this Commodity Cycle Structural or Cyclical (Where to invest)

58:35 Gold & Silver Price Predictions

Companies Mentioned:EQ Resources — ASX: EQRDiscovery Silver — TSX: DSV / OTCQX: DSVSFTungsten West — LSE/AIM: TUNHycroft Mining — NASDAQ: HYMCBlue Moon Metals — TSXV: MOON / NASDAQ: BMMAlmonty Industries — TSX: AII / NASDAQ: ALM / ASX: AIIStrikePoint Gold — TSXV: SKP📺Youtube

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🎧Apple Podcasts https://podcasts.apple.com/us/podcast/catt-calls-no-fear-finance/id1896925377

💬X

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📰Buckle Up Article:

https://www.cattcalls.com/coffee-with-catt/coffee-with-catt-issue-9-buckle-up

⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions. 

#CommoditySupercycle #BondYields #DieselPrices #GoldPrice #tungsten #japaneseyen #preciousmetals #gold #silver #bloombergcommoditycomplex

Is $300 silver realistic? Peter Krauth (The Great Silver Bull, Silver Stock Investor) breaks down his price targets via the gold-silver ratio, why the official silver deficit figures under count the real shortfall, how solar and AI demand are reshaping the market, and his top 3 silver stock picks accounting for geopolitical risk.00:00 – Intro

01:20 – Is Peter Krauth a Perma Bull?

02:23 – The Great Silver Bull: Dollar Debasement Thesis

05:50 – Physical Silver vs Silver Mining Stocks

06:50 – Peter's 85% Precious Metals Barbell Portfolio

09:35 – COVID, Helicopter Money & The Death of 60/40

15:40 – The True Silver Deficit: What The Silver Institute Gets Wrong

21:22 – Silver Demand from Solar Panels

26:20 – AI, Data Centers & Battery Storage Demand

33:40 – The Silver MAP Framework: Picking & Selling Silver Stocks

36:27 – The Discovery Silver 800% Case Study

39:15 – Silver Mining's Political Risk: Mexico, Bolivia & Peru

44:15 – Top 3 Silver Stocks: Andean, Unico & Titaminas

47:50 – Simon Catt's Silver Stock Picks

50:10 – $300 Silver Price Prediction

55:10 – Wrap-Up

Companies Discussed:Andean Silver – ASX: ASL

Unico Silver – ASX: USL

Titiminas Silver – TSXV: TITI

Discovery Silver (Discovery Mining) – TSX: DSV

Hycroft Mining – NASDAQ: HYMC

Mackay Gold & Silver – TSXV: MACK

StrikePoint Gold – TSXV: SKP

Mithril Silver and Gold – ASX: MTH

Advanced Metals – ASX: AVM

Youtube:https://www.youtube.com/@CattCalls#

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Connect with Peter:

X: @peter_krauth

LinkedIn: Peter Krauth

Orestocks: https://orestocks.com/profile/TheSilverAdvisor

https://thegoldadvisor.com/

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#silverprice #silverdeficit #Peterkrauth #silverstocks #investinginsilver #silverdeficit #preciousmetals #silver #silversupply #silverdemand⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Tungsten prices are up 1000% in the past year — William Parry-Jones, AKA Mr Tungsten, explains why. Simon Catt and Parry-Jones break down China's 83% control of tungsten supply, the 2025 China export ban, and how defense, tungsten carbide and critical minerals demand is driving the tungsten price, tungsten mining and recycling shock — plus what it means for western reshoring, tungsten investing and where the APT price goes next.

0:00 – Intro

0:42 – Is Tungsten the "War Metal"? Price Up 1000% in a Year

2:50 – Tungsten use in defense: Changes over time

4:45 – Tungsten price catalysts (China v USA trade war)

6:35 – Market Size: 156,000 Tons of WO3 and a $50 Billion Market

8:01 – Geopolitics of Tungsten - Supply & Demand Outlook

9:40 – Tungsten Carbide 101: Why It Cuts Steel and Ceramic (the drill bit story)

11:48 – Will's Background: 15 Years Trading and Advising in Tungsten

15:11 – Government Stockpiles: The US, UK and the Return of Strategic Reserves

19:30 – China's February 2025 Export Ban: Raw Material Controls vs. Finished Goods

25:20 – From Concentrate to APT: How Tungsten Is Actually Priced

28:12 – Mount Carbine, EQ Resources & the Western Supply Ramp-Up

32:07 – Almonty, Tungsten West and Closing the Supply Gap

34:25 – Why Ramping Up Tungsten Mines Is Harder Than It Looks

36:10 – Price Outlook: 2027 and the Case Against a Crash

Companies Mentioned:

EQ Resources – ASX:EQR

Tungsten West – LSE:TUN

Almonty Industries – NASDAQ:ALM

Guardian Metal Resources – NYSE American:GMTL / LON:GMET

Blue Moon Metals – NASDAQ:BMM

Allied Critical Metals – CSE:ACM

🔗 Resources & Links

William Parry-Jones | Founder of Wolfram Advisory Ltd

Email:

[email protected]

https://www.linkedin.com/company/wolfram-advisory-ltd/home/

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⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

#tungsten #tungstenprice #tungstenmining #tungstencarbide #criticalminerals #tungstenproduction #tungstenwest #tungsteninvesting #tungstenmarket #tungstenshortage #tungstendemand

Trader Ferg & Simon Catt discuss Ferg's high conviction trades, deep value investing, trading psychology, and hard lessons from leverage trading.  

00:00 Intro

01:10 Discovering Deep Value Investing

04:20 Trading mistakes, Leverage and losing it all

07:00 Opening Merging Market Brokerage Accounts

10:00 Buying Exchange Operators thesis (Anti-Dollar Trades)

16:15 The Emerging Market Trade (Banks & HALO Companies)

18:41 AI Market Bubble Concerns (SpaceX, Tesla, Nvidia)

21:35 Trading psychology & Leverage (Think Longer Term)

27:15 Oil Services, PGMs, Shell (High Conviction Trades)

36:27 Platinum Miners ( Valterra Platinum LON: VALT )

38:40 Rhodium Investing 

43:05 China & Platinum

47:35 Tin Investments ( First Tin & Metals X )

55:35 The Next European Energy Crisis ( LNG & Coal )

They discuss how to find overlooked opportunities across global markets. They explore oil services, coal, platinum group metals (PGMs), rhodium, tin and emerging-market stocks, alongside Ferg’s view that capital could begin rotating away from the US. Ferg also shares his thoughts on the AI stock market bubble, inflation, European energy security and the trading psychology behind finding high-upside opportunities while managing risk.

Companies discussed:

Valterra Platinum — JSE: VAL / LSE: VALT

Sibanye-Stillwater — JSE: SSW / NYSE: SBSW

Metals X — ASX: MLX

First Tin — LSE: 1SN

Shell — LSE: SHEL

Peabody Energy — NYSE: BTU

JSE Limited — JSE: JSE

Nuam — Santiago: NUAM

Pucobre — Santiago: PUCOBRE

🔗 Resources & Links

Watch on YouTube: https://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP

Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/catt-calls-no-fear-finance/id1896925377

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Subscribe to the Catt Calls Newsletter: https://www.cattcalls.com

Follow Trader Ferg on X/Twitter: https://x.com/trader_ferg

Read the full Trader Ferg Substack: https://traderferg.substack.com/

⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

#TraderFerg #DeepValueInvesting #EmergingMarkets #OilServices #PlatinumGroupMetals

Are gold and silver mining shares cheap after the recent correction? Are AI companies really in a bubble?Financial writer, author and investor Dominic Frisby  @moneymarketsandmore  joins Simon Catt to discuss the outlook for gold, silver, Bitcoin, mining stocks and commodity investing.

Dominic explains why he believes many gold and silver mining shares now offer compelling value, while warning that individual mining companies carry risks that go far beyond the underlying commodity price. The conversation covers how to take profits during a mining bull market, whether gold, silver and Bitcoin have found a bottom, the risk of a wider stock-market correction, US bond yields, resource nationalism and political risk in mining jurisdictions.

Dominic also discusses his investment approach, his definition of a market bubble, his book The Secret History of Gold and one of his preferred copper investments: Koryx Copper in Namibia.

Simon and Dominic examine the outlook for tin and First Tin’s Taronga project in Australia, the lack of liquidity in AIM-listed mining shares, dilution in junior mining companies and why commodity prices frequently mean-revert after major rallies.

Sign up for the Catt Calls: No Fear Finance Monthly Mining Bulletin at www.cattcalls.comFollow

Dominic’s investment commentary through The Flying Frisby on Substack. www.theflyingfrisby.com

Companies mentioned:

Koryx Copper (TSXV: KRY)

First Tin (LSE: 1SN)

Alphamin Resources (TSXV: AFM)

Mackay Gold & Silver (TSXV: MACK)

EQ Resources (ASX: EQR)

Metals X (ASX: MLX)

Newmont (NYSE: NEM)

Discovery Silver (TSX: DSV)

Greatland Resources (ASX/AIM: GGP)

Barrick Mining (NYSE: B)

Resolute Mining (ASX/LSE: RSG)

Harmony Gold (JSE: HAR)

This podcast is provided for information and entertainment purposes only. Nothing discussed should be considered financial or investment advice. Always conduct your own research and seek professional advice where

appropriate.#DominicFrisby #Gold #Silver #MiningStocks #juniormining #copper #Tin #Tungsten #Uranium #CrudeOil #Rare earths #investing #stockmarket #AIMStockMarket #KoryxCopper #GreatlandGold #FirstTin #mackay

Justin Huhn, founder of Uranium Insider, joins Simon Catt for an in-depth discussion about the uranium market, nuclear power and the outlook for uranium stocks.Justin explains why the uranium bull market may still have much further to run, despite the recovery in uranium prices and mine production since the 2016 bottom. With global nuclear capacity expanding, China building dozens of reactors and the United States extending the life of its existing nuclear fleet, where will the uranium supply come from?They also discuss how AI data centres are changing the nuclear investment thesis—and why hyperscalers such as Amazon, Microsoft and Google could eventually secure uranium directly from mining companies.00:00 Introduction01:21 Why Justin became “the uranium guy”05:21 From technical trading to uranium investing07:20 Nuclear power in the global energy mix12:19 Nuclear growth in the US, China and India14:54 Is there a Russian uranium inventory overhang?16:13 Iran and uranium enrichment17:42 Will AI hyperscalers buy uranium directly?22:26 Could a technology correction hit uranium stocks?24:35 The DeepSeek sell-off and uranium equities29:58 What the SPUT discount tells investors31:48 Uranium utility inventories35:19 What uranium contracts reveal about future prices42:31 Where the recent uranium supply growth came from46:56 Why so few new uranium mines have been built49:16 The enormous uranium supply gap through 204055:01 Uranium Insider and the model portfolios58:19 Uranium investments: Forsys Metals and SPUT1:01:58 Closing thoughtsWhether you're a seasoned resource investor or building your first uranium position, this is essential viewing for understanding where we are in the cycle — and what comes next.www.uraniuminsider.comX @cattcalls www.cattcalls.comAvailable on Spotify https://open.spotify.com/show/0Q6k9rc...and Apple Podcastshttps://podcasts.apple.com/us/podcast... ⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with uranium, precious metals, industrial commodities, mining and resource market experts.#uranium #uraniumstocks #investing #nuclearenergy #energystocks #forsysmetals #cameco #johnborshoff #rickrule

Simon Catt joins Fin to discuss the new gold and silver setup, why he believes the precious metals correction may be close to ending, and how SpaceX, AI valuations and broader market risk could become a catalyst for gold, silver and mining stocks. Simon lays out his latest view on gold, silver, interest rates, US jobs data, Asian physical demand, mining equities and precious metals positioning.

He also discusses several mining-related ideas, including Hycroft Mining, Mackay Gold & Silver, Nevada mining, Barrick, and Sherritt International.

Read the Silver SpaceX article here: www.cattcalls.com/catt-calls/silver-spacex

Companies discussed:Hycroft Mining (NASDAQ: HYMC) $HYMC Mackay Gold & Silver Corp. (CVE: MACK) $MACKSherritt International Corp. (TSX:S) $S.TOBarrick Mining Corp. (NYSE:B) $B

Topics include: Gold and silver price targets, the silver supply deficit, why mining stocks may lead the metals higher, Hycroft’s high-grade silver discovery, Nevada as a mining jurisdiction, the role of AI in mining exploration, and whether SpaceX and AI-led market speculation could create the next macro setup for precious metals.

This conversation is for information and entertainment only and should not be considered financial advice. Always do your own research and speak with a qualified financial adviser before making investment decisions.

00:00 Intro: Gold, Silver & the New Setup

01:39 Why SpaceX Matters for Gold and Silver

02:23 Calling the Bottom in Precious Metals

07:12 Silver Deficits, Industrial Demand and the Bull Case

09:49 Jobs Data, Interest Rates and Monetary Stimulus

15:06 Gold to $8,000 and Silver to $200?

17:00 Why Mining Stocks Could Lead the Metals

20:58 Cuba, Sherritt International and Trump’s Next Move

31:59 Can AI Help Find New Mines?

38:52 Nevada Mining, Barrick and Mackie Gold & Silver

41:24 Mackay Gold & Silver  ⁨@ExpertsRoundtable⁩ 

46:50 Hycroft Mining and the High-Grade Silver Story

51:53 Outro

#gold #silver #silverprice #preciousmetals #spacex #cuba #donaldtrump #hycroft #sherritt #mackaygold #nevadamining

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Simon Catt sits down with Merlin Marr-Johnson, “Dr Copper”, to discuss why copper demand is accelerating, why new supply is so hard to bring online, and why Chile remains central to the global copper story.

They cover the AI capex boom, US copper tariffs and strategic stockpiles, the incentive price needed for new mines, inflation in major mining projects, and the search for the next big copper discovery.

Merlin also discusses Fitzroy Minerals (CVE: FTZ), including the near-term oxide copper production opportunity at Buen Retiro, the hunt for a potential Candelaria-style IOCG discovery, and the large porphyry target at Caballos in one of Chile’s most important copper belts.

Topics covered: Copper demand, AI data centres, Chile, Fitzroy Minerals, IOCG deposits, porphyry copper, Buen Retiro, Caballos Copper Project, copper tariffs, mining capex, exploration, critical minerals.

#Copper #Mining #Chile #Commodities #AI #FitzroyMinerals #NoFearFinance #simoncatt #investing #CriticalMinerals #coppersupply #buenretiro #stockmarket #trump #tarrifs

Chapters

00:00 AI, data centres, copper demand and geopolitics

00:47 Disclaimer: information only, not financial advice

01:08 Introduction: Simon Catt and Merlin Marr-Johnson

01:49 Why copper matters now

02:01 Merlin’s background in copper and geology

03:30 Old economy vs new economy copper demand

05:33 Trump tariffs, US stockpiles and strategic copper

09:32 The incentive price needed for new copper supply

12:15 Mega-project capex inflation: Vicuna, QB2 (Quebrada Blanca Phase 2) and Jansen

14:33 Why AI capex could push copper prices higher

16:36 Where will the world find new copper supply?

18:12 Chile’s role in global copper production

20:02 Chilean politics, royalties and mining permits

23:29 Are major mining companies returning to Chile?

26:44 Buen Retiro: the hunt for a Candelaria-style IOCG

28:53 Near-term oxide copper production opportunity

30:28 Production timeline, funding and partner buyback

33:38 Potential production scale and cash flow

35:19 Big copper exploration upside

36:01 How AI is being used in mineral exploration

39:59 Fitzroy’s two major Chilean copper projects

40:26 Caballos: a potential supergiant porphyry target

44:17 Deep IP survey and the “game on” moment

46:15 Key milestones for Fitzroy shareholders

47:15 Valuation, funding options and copper production metrics

49:04 Upcoming catalysts: drill results, permitting and PEA50:27 Building a 10,000 tonne per year copper mine

51:03 Production upside vs exploration upside

52:40 Why high-grade oxide copper near infrastructure matters

54:53 Closing thoughts: drill baby drill

54:57 Thank you and please Like, share, subscribe to Catt Calls

Whether you're a seasoned resource investor or building your first copper position, this is essential viewing for understanding where we are in the cycle — and what comes next.

X @cattcalls

www.cattcall.com

Available on Spotify and Apple Podcasts

⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with copper, uranium, precious metals, industrial commodities, mining and resource market experts.

John Borshoff — the man behind Paladin Energy's legendary 100-bagger rise from 10¢ to $10+ — sits down with Simon Catt to deliver a masterclass on why uranium's biggest commodity moment is still ahead. With uranium spot prices around $85/lb and a structural supply deficit widening into the 2030s, Borshoff argues the market has not yet had its commodity day. He explains why $150/lb uranium is a conservative floor — not a ceiling — if the world is to incentivise the new mines required to fuel 400+ reactors and a coming wave of AI hyperscaler demand for nuclear power.In this interview:- Why the global energy transition has destabilised — not solved — the energy system- Uranium's price insensitivity to the cost of nuclear electricity (fuel is less than 5% of cost)- China's reactor build-out: from 4 reactors to 50, now targeting 200+ more- The post-2035 supply void: only 5 development projects globally, then nothing- Kazatomprom cutting output in 2026 — supply constraints deepening- SMRs arriving end of this decade, not 2035- AI hyperscalers as a new physical uranium buyer class- Why multi-jurisdictional, long-life producers will dominate this cycle- Borshoff's new role as CEO/Executive Director of Forsys Metals (TSE: FSY) building the next Paladin- Canadian exploration names he favours: ISO Energy, Maverick (pre-IPO, ASX-bound)- His single best investment idea for a 10-year uranium horizonWhether you're a seasoned resource investor or building your first uranium position, this is essential viewing for understanding where we are in the cycle — and what comes next.X @cattcalls www.cattcall.comAvailable on Spotify and Apple Podcasts⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with uranium, precious metals, industrial commodities, mining and resource market experts.

#Uranium #UraniumStocks #NuclearEnergy #ResourceInvesting #JohnBorshoff #ForsysMetals #SMR #AIEnergy #MiningStocks #CommodityInvesting #supplydemand #stockmarket #simoncatt #commodities #oil #gas #fossilefuels #geopolitics #renewableenergy #energycrisis