In this episode, Peter Moore executive chairman of Sierra Nevada Gold [ASX:SNX] talks through the prolific Walker Lane trend in Nevada and the two key projects to keep your eye on as drilling starts next month.

Timestamps:

1:30 – Exploring in Nevada for over ten years

3:34 – Walker Lane trend hasn’t seen large scale modern exploration

5:28 – Two key projects to watch over the next six months

8:14 – Previous exploration revealed a surprising new target

10:10 – Have Sierra Nevada found a porphyry system in gold country?

13:15 – One of the few Australian companies in Nevada

16:44 – Busy six month of drilling ahead...

19:31 – A very complicated martini

If you want to learn more about Sierra Nevada Gold go here: sngold.com.au

**Please note all information in this podcast is general in nature and not to be considered financial advice.

Recorded live at the Mines & Money Connect Melbourne conference: ABC Refinery’s Head of Institutional Markets Nick Frappell joins Shae Russell to discuss the recent Fed pause and how investors should brace for more hikes. Can the Aussie dollar maintain its momentum? Plus silver continues to struggle and why Shae was booed over her gold price forecast.

Please note, this episode was recorded on 15th June and all prices were correct at the time of recording.

Timestamps:

0:51 – The two biggest influences on spot gold prices

2:46 – The key metric which measures investor interest

5:30 – Gold breaks below US$1,940 and heads to key support

7:27 – Silver’s performance is tied to China’s lacklustre post covid reopening

9:10 – Fed ‘skips’ an increase, but more hikes to come

13:33 – US inflation will remain sticky

16:41 – What’s driving Aussie dollar momentum

20:41 – Mines & Money panel were extremely bullish on gold

23:35 – A break of gold’s triple top (US$2,075) could see the yellow metal reach…

26:32 – A twist on Bond’s favourite drink

To hear more from Nick Frappell and his monthly technical insights go here: https://www.abcrefinery.com/resources/media-articles/may-2023-technical-report/

“Looking for something the size of a football field 1,000m deep”.

In this episode Andrew Vigar, executive chairman for Terra Uranium [ASX:T92], talks through how the company moved from concept to drilling in less than two years, what it will take to find uranium deep undercover and why ‘solution mining’ will mean less capital expenditure for development, speed up the ability to mine (should they find anything), but most importantly why this mining method will protect the environment long after extraction.

3:50 – Athabasca: a high-grade uranium rich province

4:50 – Impressive pedigree right up to the board level

8:10 – Geophysics revealed extremely strong conductors

11:31 – No modern exploration for more than 30 years

15:19 – Solution mining will significantly reduce the impact mining has on the environment

17:53 – Well located, infrastructure within 100km of both projects

19:30 – Why the team is excited about helium

If you want to learn more about Terra Uranium go here: https://t92.com.au/

**Please note all information in this podcast is general in nature and not to be considered financial advice.

Resource news in under 20 minutes: Gold dips down and breaks below technical support, oil doesn't know which way to go and will China's central bank's rate cut stimulate the local property sector? Plus Shae looks at why investors are so excited about lithium explorer Recharge Metals and how newly listed True North Copper is out part of the new mineral economy rush in outback Queensland.

Dr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market

Timestamps:

2:58 – Financial incentives in the Inflation Reduction Act may not trickle down to the mining level

7:52 ­- Where the bottle necks in lithium are really lurking.

10:39 – Picking on a billionaire

13:02 – Key things to look for when investing in lithium

16:32 – We put mocktails on the menu

Miss part one? Go here: https://open.spotify.com/episode/0mhWncK3uDCkOaxQoHFkYg?si=I-7LEFNbT1eJ7m9hugldNg

Understanding the lithium spot price: From a room full of people to several over-the-counter markets, Dr Cameron Perks joins Shae Russell to explain the lithium market dynamics. In part one of this two part series, Cameron breaks down lithium pricing, explains direct lithium extraction potential and how it will close the supply gap, plus we look at the role automakers are playing in mining off take agreements and will the broader market be prepared to pay a premium for provenance.

Timestamps

· 2:25 – Lithium is still a specialised chemical and battery grades can vary between parties

· 5:19 – Chinese market is a useful price indicator

· 7:48 – DLE technology is more of an umbrella term, could potentially unlock new resources

· 13:40 – Lithium's looming medium term deficit

· 17:34 – EV makers more willing to put their money where their mouth is

· 19:05 – Weighing economics against national interests

Resource news in under 15 minutes: Iron ore, copper, gold and brent crude are all higher this week, but why? Mining exploration expenditure drops leaving many junior miners as potential takeover targets, why Namibia rattling the economic nationalism cage may be good for uranium stocks in the long run and how the global commodity price crash won’t stop Australia’s inflation woes just yet.

Timestamps:

· 4:41 – RBA increases rates for 12th time in 13 months

· 5:50 – Australia’s inflation is proving to rate resistant

· 6:09 – How Coles & Woolworths drove up milk prices

· 7:05 – High consumer food prices reflecting agricultural disruption from Ukraine invasion

· 8:10 – Fertiliser prices have a bigger impact on food prices than energy

· 9:40 – Exploration spending fell for the March quarter

· 10:40 – Uranium spot price run just beginning

· 12:20 – Economic nationalism and energy security changes sentiment toward nuclear energy

· 14:05 – EU becoming nuclear friendly 

Join Shae Russell and legendary mining investor Rick Rule as they discuss key events driving several commodities this year. In this episode, Rick explains why gold has room to run higher, what the Chilean government nationalising the lithium sector means for Australia and the stealth bull market building in uranium.

Timestamps

· 1:20 – Why gold will outperform in 2023

· 2:59 ­– Exploration stocks haven’t followed commodity prices

· 5:35 – Money put into the ground last business cycle is only now generating discoveries

· 7:24 – Your cheat sheet to investing in junior explorers (look for Rule Classroom on YouTube)

· 9:52 – The race to supply the world with lithium

· 12:17 – Chile nationalising the lithium sector bodes well for Australia

· 14:24 – Uranium is in a stealth bull market

· 16:15 – Greenpeace co-founder backs nuclear energy

· 18:10 – Why a resources bear market is good for investors

Learn more about the Rule Investment Symposium visit: https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2023#/?affl=ShaeR