Catt Calls: No Fear Finance

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

We dive into the idea of “Supercycle 2.0” — a massive, multi-decade investment and industrial boom being driven not by China’s urbanisation, but by artificial intelligence. Drawing from Simon Catt’s latest “Coffee with Catt” commentary, we explore the argument that AI is not just a software revolution; it’s fundamentally a commodities, energy, and infrastructure story.

Find the written piece at https://www.cattcalls.com/coffee-with-catt/issue-8

Join the conversation on X: @CattCalls

Companies and projects discussed:

First Tin (LSE:1SN) — Taronga Tin Project

Gippsland Critical Minerals (unlisted) — The Fingerboards Rare Earth and Zircon

Gladiator Metals (GLAD:TSX) — Whitehorse Copper Project

Sherritt International (S:TSX) — Fort Saskatchewan Nickel and Cobalt

#silver #gold #tin #commodities #investing #AI #nickel #cobalt #copper #datacentres #mining #cuba #Trump #commoditysupercycle

Tin may not grab the headlines like lithium or copper — but according to Bill Scotting of First Tin, it has the best structural dynamics of any base metal today.In this interview from Arlington Rapallo 2025, Bill sits down with Simon Catt to discuss: • Why tin is the best performing base metal in recent years • The fragile supply side — outages in Myanmar, Peru, Bolivia, Brazil, Indonesia, and the DRC • Why over 90% of tin supply from emerging markets can’t keep up with demand • First Tin’s projects in Australia (Taronga) and Germany (Tellerhäuser), and the permitting pathway ahead • His outlook on financing — from government-backed debt to strategic off-take deals • Why he believes First Tin shares could re-rate 10x over five years once projects move into construction • The role of Metals X as a shareholder and the broader strategic landscape for tin • Why the energy transition and digital transformation will keep driving tin demand higherBill also shares his personal conviction — as both CEO and shareholder — in tin’s future, and outlines how First Tin could deliver real growth for investors.🎥 Recorded live at Arlington Rapallo 2025, Villa Porto Rapallo, Italian Riviera.🎬 Filmed by ​⁠‪@MiningNetwork‬ 🌐 More at www.cattcalls.com#Tin #Mining #Investing #BaseMetals #EnergyTransition #CriticalMinerals #FirstTin #CattCalls #ArlingtonRapallo2025

WEBINAR REPLAY: The Eye of the Silver Storm | Eric Sprott, Diane Garrett & Simon Catt on Hycroft’s 200 Bagger Potential.The Eye of the Silver Storm is here.Eric Sprott (“Mr Silver”), Diane Garrett (CEO, Hycroft Mining) and Simon Catt (Catt Calls) discuss silver’s explosive setup — why Eric believes prices could reach $200 and beyond, and why Hycroft might be a 200-bagger in the making.🔹 Hycroft — America’s #1 silver & #2 gold endowment🔹 Smart Money moves — why Diane was in London meeting new investors🔹 Fosterville déjà vu — could Hycroft mirror Eric’s first billion-dollar discovery?🔹 Drill results coming — why the next assays matter mostSilver and gold may be correcting today — but the story’s only getting started.🎥 Watch more at CattCalls.com#Silver #HycroftMining #EricSprott #DianeGarrett #SimonCatt #CattCalls #200Bagger #SilverPrice #Gold #Commodities #MiningStocks #Investing #WallStreet #SilverBullRun

Advance Metals (ASX: AVM) has intersected visible gold in deep drilling at its Happy Valley Deposit, part of the Myrtleford Project in Victoria’s renowned Goldfields — extending mineralisation 140 metres below previous drilling and signalling major growth potential.🪙 Key Highlights:• Visible gold observed from 465m downhole in diamond hole AMD014A — the deepest intersection yet.• The high-grade gold system may now extend over 500m vertically, and remains open in all directions.• Logging and assays underway, with results expected late November to early December 2025.• Exploration fully funded following a recent $13 million placement to global institutional investors.Managing Director Adam McKinnon calls it “perhaps the single most significant result for the Myrtleford Project to date.”The latest step-down hole demonstrates strong continuity and high-grade tenor at depth — positioning Happy Valley as a potentially regionally significant gold discovery, comparable to early exploration success at Southern Cross Gold’s Sunday Creek.With drilling ongoing and further programs at nearby prospects like Queen of the Hills set to begin soon, Advance Metals is well-funded and ready to unlock the full potential of the Victorian Goldfields.🔗 Learn more at www.advancemetals.com.au#Gold #ASX #Mining #AdvanceMetals #Exploration #HappyValley #VictorianGoldfields #VisibleGold #GoldStocks

In this episode of Catt Calls, Simon sits down with Tony Makuch ( ‪@DSV-tv‬ ) one of the sharpest operators in the gold sector, for a wide-ranging conversation on Porcupine, Cordero, and what it actually takes to transform a mining portfolio into a tier-one, high-margin machine.Tony breaks down:• Why Porcupine might be one of the most undervalued gold assets in Canada• The path to 500,000–1,000,000 oz/year production• How margins shift when gold prices double• Turning tier-two assets into 5x–20x shareholder outcomes• Succession planning, leadership depth, and building a business that lasts decades• Why exploration upside remains huge even after 100+ years of mining in TimminsIf you want real insight into how value is created in mining (not the brochure version) this is the one to watch.📌 Subscribe to Catt Calls for unfiltered conversations from the front lines of mining, markets, and the people crazy enough to build the next generation of metals producers.#CattCalls #GoldMining #SilverMining #PorcupineGold #CorderoProject #MiningStocks #GoldInvesting #SilverInvesting #TonyMakuch #SimonCatt #MiningFinance #PreciousMetals #GoldPrice #SilverPrice #TierOneAssets

Hycroft has just delivered one of the most compelling high-grade silver intercepts seen in years — and it may change the entire investment case.In this episode of Catt Calls, Simon Catt sits down with Diane Garrett, CEO of Hycroft Mining, and Alex Davidson, Vice President of Exploration, to break down the significance of Vortex Hole 70 — over 30 metres of continuous high-grade silver averaging more than 400 g/t, with sections running as high as 700 g/t silver plus gold.Alex explains why this intercept is different: exceptional grade continuity, targeted at a key structural intersection, in an area with almost no historical drilling. The result opens up a new, three-dimensional growth story at Vortex — open to the north, south, and west — and points to scale that was not previously understood.The conversation then steps back to the bigger picture: • Why Vortex and Brimstone may represent multiple high-grade deposits within a giant system • How these discoveries differ fundamentally from Hycroft’s historic low-grade, bulk-tonnage resource • The growing case for selective underground mining as a lower-capex, higher-margin starting point • What this means for cash flow, optionality, and project sequencingDiane Garrett outlines how these discoveries are already reshaping Hycroft’s corporate and technical strategy, including: • Expansion of the 2026 exploration program • Additional drill rigs coming online • Engineering work underway on underground access • A clear path toward a maiden high-grade silver resource, expected early Q1 2026 as part of an updated technical reportThe interview wraps with a fast-paced quickfire Q&A, covering assay timelines, news flow expectations, and why Hycroft’s balance sheet, scale, and timing may be uniquely positioned as silver reasserts itself as a strategic metal.To the moon?According to the team, this may not stop there — it could be a silver solar system#HycroftMining #DianeGarrett #Catt Calls#highgradesilver #silverdiscovery#Vortexsilver #Brimstonesilver#silverintercept#silverexploration#undergroundsilvermining#mininginterview