McCunn is a sharp operator. When a gold producer turns its focus away from searching for ounces in favour of creating cash, it allows the company to leverage the current gold bull environment rather than looking for potential that may go unfulfilled. Ounces in the ground are all well and good, but free cash flow gives a company options. This has been reflected in Galiano Gold's share price recently: it is up 50% since when we last spoke in June. 

Galiano Gold used to be known as Asanko Gold. The company has established itself as a mid-tier gold producer having started production in 2016 at its Ghanaian gold mine: Asanko. The gold mine is operated in a 50:50 JV with Gold Fields (JSE, NYSE: GFI). It is throwing off around 250,000oz gold pa, solidifying the company's status as an established mid-tier gold miner.

So, this is a strong and stable gold mining operation, but where does the sex and sizzle come from in this story? The answer appears to be exploration. In fact, McCunn has just signed off an additional $10M on top of the original $10M exploration budget as the company continues its hunt for economic gold ounces. Here is the real growth story for investors. Pay attention.

Company Page: https://www.galianogold.com/home/default.aspx

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Theta Gold Mines is an Australian gold developer with assets in South Africa and over 6Moz of resources. Theta Gold Mines is an extremely methodical vessel that has moved its gold projects forward cautiously, with a 5-year ramp-up strategy taking centre stage.

Theta Gold Mines recently raised around $4M and this will be used to complete a feasibility study for Theta Gold's 74%-owned Theta (open cut) high-margin, low CAPEX gold project. Theta Gold Mines will still need around $30M-$40M to get into production but with a gold resource this large and a gold bull environment as positive as it is right now, we see no reason why the company will have any difficulties. 

This is a gold mining story done sensibly and correctly. It is clear that Theta Gold Mines believes it can become a successful gold mine builder. The board is predominantly comprised of mine builders and technical experts rather than bankers. In fact, Guy would like someone to pull this gold project out of his hand for a lot of money. A lot of work has gone into this, and investors will be hoping Theta Gold Mines can monetise its hard work and gain optimal value.

Company Page: http://thetagoldmines.com/
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Canex Metals is an early-stage gold explorer with 3 gold exploration tenements in Northern Arizona: a strong mining jurisdiction. With $1.5M in the treasury, and another $500,000 available through warrants at this end of this year, Canex Metals appears to have the credentials to deliver gold in the ground. Canex Metals is a small player, but there is always room for gold exploration in your investment portfolio. The geology is good.

The team has a strong track record and Ebert, a geologist, was candid and transparent. Lots of discoveries made by the team and also a record of M&A. They are chasing high-grade gold at surface. Canex Metals' c.$13M market cap has recently seen a bump. How much of this is down to the gold bull environment and how much is down to the company itself?

Canex Metals now needs to start marketing itself effectively. The restructured the company a couple of years ago using money from Altius Resources. Talking to us is a good start, but this story needs to be heard by gold bugs. In this gold environment, anything seems possible. With $400,000 to spend on drilling over the next month, the market should have a much clearer idea of the Canex value proposition that is on offer in the near future. 

Company Page: https://www.canexmetals.ca/

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A mining company with credibility at its core?

Cartier Resources is a CVE-listed gold exploration company situated in the renowned Abitibi Gold Belt. Since we last spoke to Cloutier around a month ago, the share price has doubled. A lot of sceptical investors will put that purely down to the gold bull run, but growth remains impressive. Capital is predominantly being absorbed by gold producers, with some now trickling down to the gold explorers, but the explorers need to be doing the right things in the first place in order to attract interest from the market. 

The company's flagship Chimo Gold Mine is being developed meticulously, and a PEA is just around the corner. Cartier Resources has raised $9.3M of flowthrough capital since we last spoke, and now has around $14M in the treasury to put into the ground and create catalyst moments. The market cap is now around $65M, and Cloutier is pleased to see Cartier Resources finally being valued close to what he thinks it deserves. 

Company page: https://ressourcescartier.com/

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Tesoro Resources is a gold explorer with assets in Chile. Gold mining stories are everywhere you look right now, so what sets this gold junior apart from the pack?

The company listed earlier this year in February, and the share price hasn't looked back, climbing ever since. The Tesoro Resources management team appears to have put the hard miles in with 3 years of private "friends & family" financing. It has been a long and difficult process to reach a point when the company can go public, but now it is here, it hopes to leverage favourable gold prices to provide returns for investors. 

Tesoro Resources has one main gold project: the El Zorro Gold Project covers more than 10,000ha and has decent infrastructure, being located 140km by road from the city of Copiapo in northern Chile. The company has the right to earn up to 80% interest in El Zorro and aims to complete a positive feasibility study by 2022. It is clear that Reeves and his team are not keen to stick around; they want to get moving to capitalise on a gold price environment that is seeing financing easier to come by than we have ever seen before.

Company Page: https://www.tesororesources.com.au/

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Sierra Metals is a is a mid-tier precious and base metals producer that is based in Latin America. Marchese is a good person and only became CEO 3-months ago, so maybe we should have gone easy on him.

The Sierra Metals story is comprised of 3 producing base metal assets and numerous exploration tenements in Mexico and Peru. Sierra Metals is also something of a mining turnaround story. The share price is on its way back up after what has been a difficult decade for the company and an especially difficult recent few years.

Marchese is going to have to leverage his 25-years' experience in the mining sector, most of that spent with Anglo American, to get create meaningful value for shareholders. Lots to like, but still lots to do.

If Sierra Metals can deliver, it could well be a strong base metals proposition, but there will a lot of questions marks up until that point. 

Company Page: https://www.sierrametals.com/home/default.aspx

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This is a Chinese ESG story with multiple divisions and a focus on powering Electric Vehicles. Ideanomics is headquartered in New York but primarily operates out of its offices in Qingdao and Beijing, China.

Ideanomics is an international company with a firm focus on driving commercial momentum into electric vehicle consumption whilst developing innovative, futuristic financial services and Fintech products.

Our main topic of discussion was the company's electric vehicle division, Mobile Energy Global (MEG). The company currently specialises in replacing conventional catalytic conversion engines with battery motors. Moreover, the company also enables group purchasing discounts for fleet managers to be able to carry out these operations and also provides financing and charging solutions. 

Ideanomics Capital, the company's corporate division, includes DBOT ATS and Intelligenta, providing unique financial services via AI and blockchain solutions. In totality, Ideanomics provides its global customers and partners with enhanced efficiencies, cutting-edge technologies and leverage to capital from global markets.

As a US company operating in China, we were also keen to dig into how Ideanomics' dealings have been affected by COVID-19 and can they operate without hindrance in China as a US company. And in fact can they grab the attention of investors in the US whilst consorting with the enemy? 

In terms of the end game, Ideanomics wants to be providing energy to EV consumers and gas stations by taking a fee on the energy provided. 

Company Page: https://ideanomics.com/

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Gold has retreated a little in recent weeks, but this bull environment is still undoubtedly exciting for gold investors throughout the investment sphere. 

Roscan Gold is a gold explorer and developer with assets in Mali, West Africa. Mali isn't exactly the most secure mining jurisdiction, and there have been numerous articles released on the Crux Investor regarding the potential hazards of Malian investments. Check out one such article here: https://cruxinvestor.com/opinions/the-west-africa-security-situation-an-update/

The situation in the region did appear to be improving because of cooperation between countries and the involvement of the French and British security forces, but Mali suffered a military coup last week. It clearly remains a difficult environment, and the recent tail off in Roscan Gold's share price is clearly attributable to this. Military coups tend to be reflective of the mood of the people who are tired of corruption in government. This seems to be the case. Discussions are only ongoing about the 3-year transition period and the feedback from the street is that the people welcome the change. Western investors are less sure and are playing a watching brief.

We really appreciated Sangmuah's candour on this issue. He was keen to articulate the company's path through the current geopolitical difficulties. He will be using the company's C$15M + warrants (available in December) to develop the company's gold assets with the aim of giving investors leverage to a favourable gold price. 

Is this gold mining company one to watch, or does the Mali factor render it unattractive to those without a substantial appetite for risk? 

Company Page: https://roscan.ca/

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Minnova is a CVE-listed gold developer that hopes to soon become a gold producer. There are no shortage of promising gold stories with the gold price hovering at around US$2,000/oz, so what sets this one apart?

On the face of things, this looks quite conventional. It all hinges on bringing a previously producing gold mine into production. The current 5-year life-of-mine will need extending imminently, otherwise, investors are unlikely to show interest. Glenn is confident this can be achieved, and he is also cheery regarding the abundance of historical, high-grade data at his disposal. The company also has an old processing plant which can be recommissioned for c.$10M, which adds some value to this small story.

It's a gold play with a market cap of c.15M. Investors are going to have to weigh up Minnova stock VS the ubiquitous gold juniors that also present compelling investment propositions. This model of restarting production at a mine previously shut down in a depressed gold bear environment has worked before but needs the fundamentals to stack up and the money to it. Will it work again?

Company Page: http://www.minnovacorp.ca/

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It's that time of the week again. It's time for another intriguing, hard-hitting review of the latest events in the nickel space.

Nickel and EV investors will be well aware that nickel prices are up across the board right now. BHP, one of the world's leading resource companies, has labelled nickel as one of its 3 future commodities (along with potash and copper). This is yet another confirmation of the vast potential of nickel demand growth that has already been underpinned by exponential predictions. 

We then keen to explore an area of the nickel space that is permanently relevant: current geopolitical affairs. We talk through the macro picture, with a particular emphasis on the US/China trading war.

We also run through potential EV subsidy and state stimulus packages in relation to carbon credit. Momentum is swelling behind nickel and its market fundamentals are shaping up nicely. Nickel investors need to be paying attention to the wider macro story, the small details and the ESG thematic. Elon Musk's demand for as much green, efficient and sustainable nickel is still ringing in the ears of nickel commentators. To what extent will green mining impact investment?

Company page: https://canadanickel.com/

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