CrashLabs

Kai Hoffmann, CEO of Soar Financial Group, joins Mat and Cejay to reveal what he’s learned after spending nearly two decades bridging junior miners and European capital.

Plus:

- Latest drill results from Mogotes Metals

- The "Road Warrior" mentality and insights from the European investment circuit

- Dig This Deal - Cejay, Mat, and Kai each pitch 1 stock

Companies mentioned:

GAMESTOP CORPORATION - GME

Kirkland Lake Discoveries Corp. - KLDC

SOUTHERN CROSS GOLD CONSOLIDATED LTD - SXGC

New Found Gold Corp. - NFG

Amex Exploration Inc. - AMX

Radisson Mining Resources Inc. - RDS

Sterling Metals Corp. - SAG

FIRST MAJESTIC SILVER CORP. - AG

GOGOLD RESOURCES INC. - GGD

Silver Tiger Metals Inc. - SLVR

LUMINA METALS CORP - LMCU

IVANHOE MINES LTD. - IVN

Arya Resources Ltd. - RBZ

Trident Resources Corp. - ROCK

Ramp Metals Inc. - RAMP

Pan Global Resources Inc. - PGZ

SNOWLINE GOLD CORP - SGD

Sitka Gold Corp. - SIG

Mogotes Metals Inc. - MOG

NGEX MINERALS LTD. - NGEX

WALLBRIDGE MINING COMPANY LIMITED - WM

Cartier Resources Inc. - ECR

Arras Minerals Corp. - ARK

#Gold #Mining #MiningStocks #GoldStocks #JuniorMining #MiningInvesting #Copper #Silver #GermanMarket #EuropeanInvestors #Exploration #Markets #Finance #Economy #Investing #Stocks #Commodities #Drilling #Discovery #Wealth #Money #Iberia #Spain #Saskatchewan

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Stefan Sklepowicz, CEO of Kirkland Lake Discoveries Corp. (TSXV:KLDC, OTCQB:KLKLF), joins Mat and Cejay to break down how the team is reviving Mirado – a "lost" 442,000 oz asset bought for just $9M – and what 8 pending drill holes mean for an imminent re-rating.

Plus:

- Highlights of EarthLabs’ annual financials include finishing the year with $80M in cash and securities

- Why you should have private companies in your portfolio

- Dig This Deal - Cejay, Mat, and Stefan each pitch 1 stock

Companies mentioned:

Errington Metals Corp. (TSXV:EM)

Mackay Gold & Silver Corp. (TSXV:MACK)

Borealis Mining Company Ltd. (TSXV:BOGO | OTCQB:BORMF | FSE:L4B0)

Sterling Metals Corp. (TSXV:SAG | OTCQB:SAGGF)

Kirkland Lake Discoveries Corp. (TSXV:KLDC | OTCQB:KLKLF)

Allied Critical Metals Inc. (CSE:ACM | OTCQB:ACMIF | FSE:0VJ0)

Pirate Gold Corp. (TSXV:YARR | OTCQB:SICNF)

Sirios Resources Inc. (TSXV:SOI | OTCQB:SIREF)

Aquitaine Metals Corp. - Private

Koulou Gold Corp. - Private

Global Battery Materials - Private

Scout Discoveries - Private

Orecap Invest Corp. (TSXV:OCI | OTCQB:ORFDF)

Auranova Resources Inc. (TSXV:AURA)

Kinross Gold Corp. (TSX:K | NYSE:KGC)

Kenorland Minerals Ltd. (TSXV:KLD | OTCQX:KLDCF | FSE:3WQ0)

Belo Sun Mining Corp. (TSX:BSX | OTCQB:BSXGF)

Sankamap Metals Inc. (CSE:SCU)

#gold #juniormining #miningstocks #mininginvesting #kirklandlake #ontario #drilling #discovery #markets #finance #economy #investing #stocks #commodities #copper #silver #brazil #exploration #portfoliomanagement #wealth #money

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Darwin Green, CEO of Mackay Gold & Silver, joins Mat and Cejay to talk about one of the most iconic gold and silver districts in American history, the Comstock Lode District, and why the best exploration opportunity may be hiding right next door.

Plus:

- The common denominator when majors buy juniors

- District scale consolidation from Agnico's sweep of Finland to G Mining taking bigger piece of the Abitibi Belt

- Dig This Deal – Cejay, Mat, and Darwin each pitch 1 stock

Companies mentioned:

Agnico Eagle Mines Ltd. - (NYSE:AEM | TSX:AEM)

Rupert Resources Ltd. - (TSX:RUP | OTCQX:RUPRF | FSE:R05)

Aurion Resources Ltd. - (TSXV:AU | OTCQX:AIRRF)

G2 Goldfields Inc. - (TSX:GTWO | OTCQX:GUYGF)

Arizona Sonoran Copper Company Inc. - (TSX:ASCU | OTCQX:ASCUF)

G Mining Ventures Corp. - (TSX:GMIN | OTCQX:GMINF)

Iamgold Corp. - (TSX:IMG | NYSE:IAG)

Hudbay Minerals Inc. - (TSX:HBM | NYSE:HBM)

Amex Exploration Inc. - (TSXV:AMX | FSE:MX0 | OTCQX:AMXEF)

Galleon Gold Corp. - (TSXV:GGO | OTCQX:GGOXF | FSE:3H90)

Radisson Mining Resources Inc. - (TSXV:RDS | OTCQX:RMRDF)

Eldorado Gold Corp. - (TSX:ELD | NYSE American:EGO)

Onyx Gold Corp. - (TSXV:ONYX | OTCQX:ONXGF)

Mackay Gold & Silver Corp. - (Publicly traded as of April 24 TSXV:MACK)

Cartier Resources Inc. - (TSXV:ECR | FSE:6CA)

Alex Metals Corp. -  (Private)

Errington Metals Corp. - (TSXV:EM)

#Gold #JuniorMining #Inflation #MiningStocks #MiningInvesting #markets  #finance #economy #copper #silver #investing #stocks #macro #federalreserve #banking  #recession  #commodities #geopolitics #commodities #nevada

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Tony Reda joins Mat and Cejay to talk about Tectonic Metals’ aggressive push in Alaska, backed by a nearly $100M raise.

Plus:

The "Do-ability" factor: what junior miners must do to be bought

Amex Exploration is a “money-printer” with a 0.5-year payback

Dig this Deal - Cejay, Mat, and Tony pitch 1 stock each

Companies mentioned:

Amex Exploration Inc. (TSXV:AMX | OTCQX:AMXEF)Tectonic Metals Inc. (TSXV:TECT | OTCQB:TETOF)Pirate Gold Corp. (TSXV: YARR | OTCQB: SICNF) Victoria Gold Corp. (TSX:VGCX | OTCQX:VITFF)Eldorado Gold Corp. (TSX:ELD | NYSE:EGO)Agnico Eagle Mines Ltd. (TSX:AEM | NYSE:AEM)Kootenay Silver Inc. (TSXV:KTN | OTCQX:KOOYF)Emerita Resources Corp. (TSX-V: EMO | OTCQX: EMOTF | FSE: LLJA)G Mining Ventures Corp. (TSX: GMIN | OTCQX: GMINF)Discovery Silver Corp. (TSX: DSV | OTCQX: DSVSF)Osisko Metals Inc. (TSX: OM | OTCQX: OMZNF)Miata Metals Corp. (CSE: MMET | FSE: 8NQ | OTCQX: MMETF)Element 29 Resources Inc. (TSXV: ECU | OTCQB: EMTRF | BVL: ECU)Borealis Mining Company Ltd. (TSXV: BOGO | OTCQB: BORMF | FSE: L4B0)Denarius Metals Corp. (Cboe CA: DMET | OTCQX: DNRSF)  

#Gold #JuniorMining #Inflation #MiningStocks #MiningInvesting #markets  #finance #economy #copper #silver #investing #stocks #macro #federalreserve #banking  #recession  #commodities #financialsystem #geopolitics, #wealth  #money

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

George Ogilvie has made another exit - this time, selling Arizona Sonoran Copper to Hudbay Minerals for US$1.4B. George says we’re in the beginnings of a secular bull market, defined as a long-term, overarching trend of rising prices that last for decades. 
Plus: Venture capital vs. public junior marketsWhy majors prefer M&A over organic growth Dig this Deal - Cejay, Mat and George pitch 1 stock each

Companies mentioned:
Allied Critical Metals Inc. (CSE:ACM | OTCQB:ACMIF | FSE:0VJ0)

Guardian Metal Resources PLC (LON:GMET | OTCQB:GMTLF | NYSEA:GMTL)

Borealis Mining Company Ltd. (TSXV:BOGO | OTCQB:BORMF | FSE:L4B0)

Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF) 

Viva Gold Corp. (TSXV:VAU | OTCQB:VAUCF) Sirios Resources Inc. (TSXV:SOI | OTCQB:SIREF)

Hercules Metals Corp. (TSXV:BIG | OTCQB:BADEF | FSE:C0X)

#VentureStocks #JuniorMining #Copper #Tungsten #Gold #Silver #CriticalMinerals #PreciousMetals 

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

In this episode, veteran investor Michael Gentile breaks down how he approaches the sector after 25 years in financial markets and why he now focuses on building large stakes in venture-stage mining companies with 20x–100x potential.

Instead of trading catalysts or drill results, Gentile explains why his strategy looks more like venture capital — taking 5–20% positions, working closely with management, and holding companies for 5–10 years until they become mines or get acquired.

We also dive into:

Why most junior mining stocks fail

The portfolio strategy required to survive the sector

A unique silver royalty model most investors don’t know about

His favorite deals right now

Timestamps

0:00 Introduction & Why Michael Gentili Matters in Junior Mining

6:05 From Institutional Finance to Venture-Style Mining Investing

12:10 How to Build a Winning Junior Mining Portfolio

18:20 The Venture Capital Model for Mining Investments

24:35 What Makes a Real Mine vs. Just a Story Stock

30:45 Current Opportunities & Lessons from Past Investments

Companies mentioned:

$ASCU - ARIZONA SONORAN COPPER COMPANY INC.

$NICN - NICAN Limited

$NCX - NorthIsle Copper and Gold Inc.

$SCRI - SILVER CROWN ROYALTIES INC.

$FNV - FRANCO-NEVADA CORPORATION

$OR - OR ROYALTIES INC

$RGLD - ROYAL GOLD INC

$WPN - WHEATON PRECIOUS METALS CORP.

$ROCK - Trident Resources Corp.

Private - Karus Mining

$ASTR - Astra Exploration Inc.

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Mining discoveries don’t just happen — they’re built by entrepreneurs who understand geology, capital markets, and storytelling.

In this episode, Ivan Bebek breaks down the real mechanics of the mining industry: how discoveries get funded, how projects become billion-dollar assets, and why the next wave of copper exploration could be one of the biggest opportunities in the resource sector.

We also dive into the art of pitching mining deals, the influence of legendary figures like Robert Friedland, and why the best mining CEOs are part geologist, part entrepreneur, and part promoter.

If you want to understand how value is actually created in junior mining — from discovery to acquisition — this conversation is a masterclass.

Topics include:

The psychology of great mining pitches

Why discoveries drive the entire sector

The economics of junior mining companies

Copper supply and the coming demand wave

How entrepreneurs build and sell world-class projects

Timestamps

00:00 – The Art of the Mining Pitch

04:20 – How Ivan Got Into the Mining Business

08:30 – Why Discovery Is the Engine of the Mining Industry

15:20 – The Economics of a Major Copper Discovery

24:40 – The Reality of the Junior Mining Market

33:50 – The Future of Copper & Resource Cycles

Companies mentioned:

Newfound Gold — $NFG

BHP — $BHP

Rio Tinto — $RIO

Ivanhoe Mines — $IVN

African Minerals — delisted

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

A deep dive into one of the most talked-about gold discoveries in Canada.

In this episode, mining veteran Keith Boyle breaks down the strategy behind developing the Queensway gold project and why the geology, grade, and jurisdiction could make it one of the most compelling gold stories in the sector.

The conversation covers everything from high-grade gold at surface and consistent mineralization, to permitting advantages in Newfoundland, production timelines, and how the team plans to scale from early cash flow into a long-life mining operation.

They also discuss the economics of trucking ore versus building a mill on site, the hub-and-spoke processing model, and why some investors may be underestimating the long-term potential of the deposit.

If you're interested in gold investing, mine building, and how major deposits actually move from discovery to production, this conversation breaks it all down.

Timestamps

0:00 — Introduction & Mining Background

4:00 — Why the Queensway Gold Deposit Is So Special

7:10 — Newfoundland: One of the Best Mining Jurisdictions

14:00 — The Grade Story: Nuggets vs Consistency

22:30 — How Long Could This Mine Actually Last?

33:00 — The Production Plan: Cash Flow First

$NFG — New Found Gold

$MAE — Maritime Resources

$NEM — New Era Minerals Inc

$AEM — Agnico Eagle Mines

$KL - Kirkland Lake Gold reference

#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

This week we rip through the avalanche of press releases coming into PDAC season and break down what actually matters:Why gold price assumptions completely change the NAV mathThe massive valuation gap between $600M and $1.2B companies- Yukon build risk vs Abitibi simplicity- Why mid-cap explorers are being ignored (and why that’s opportunity)- The claim-lapse disaster no CEO wants to explain- And why boring exploration might be where the real money is madeGold sensitivity is exploding PEAs. Some companies are trading at half their implied NAV. Others are priced like the cycle never came.This is the market right before capital rotates.If you understand the math, you understand the trade.Timestamps00:00 – PDAC Season & Why Conferences Still Matter04:10 – Gold Price Sensitivity: $2,600 vs $5,000 Changes Everything08:05 – $600M Market Cap vs $1.2B Market Cap: Same NAV?14:20 – The Claim Lapse Nightmare (Getchell Case Study)20:00 – The Dead Zone: Why $50M–$150M EVs Are Being Ignored25:30 – Visuals vs Assays: Don’t Trade on Rocks AloneSterling Metals Corp. - $SAGBorealis Mining Company - $BOGOAmex Exploration Inc. - $AMXFuerte Metals Corporation - $FMTGetchell Gold Corp. - $GTCHScorpio Gold Corporation - $SGNOnyx Gold Corp. - $ONYXOreterra Metals Corp. - $OTMCKingfisher Metals Corp. - $KFRMogotes Metals Inc. - $MOGKing Copper Discovery Corp. - $KCPForte Minerals Corp. - $CUAUKirkland Lake Discoveries Corp. - $KLDC#investing #Stocks #ResourceInvesting #Mining #Gold #Silver #CriticalMinerals --------------------------------------This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.

Markets closed for Family Day — but the deal flow didn’t slow down.

This episode rips through serious mining setups:

A 10Moz Brazilian gold asset with construction permits in hand

A 50,000m drill program backed by a major JV partner

A 70-year mine life monster with $21B NAV at spot

And a $450M silver company restarting production targeting 3Moz/year

We break down real numbers: capex, IRR, payback periods, NAV math, free-carry structures, warrant overhangs, and what actually matters when valuing these assets.

Guest Greg McKenzie, CEO of Silver Storm Mining Ltd., walks through:

Restarting La Parrilla in Durango

3Moz silver-equivalent production target

$30M+ cash, no debt

400Moz silver-equivalent exploration upside

Strategy for capital allocation post-production

Timestamps

00:00 – Markets closed, volatility back, and why deal flow hasn’t slowed

05:03 – 10Moz Brazilian gold asset, construction permits, $665M NAV at $1,200 gold

09:07 – 50,000m drill program + $85M JV spend for 60% (free carry math explained)

11:18 – 70-year mine life, $21B NAV, 9-year payback — how do you value this?

15:19 – Guest: Greg McKenzie on restarting La Parrilla (3Moz/year target)

29:15 – 400Moz silver-equivalent exploration upside & capital allocation strategy

SOUTHERN CROSS GOLD CONSOLIDATED LTD - $SXGC

BELO SUN MINING CORP. - BSX

Westhaven Gold Corp. - WHN

LUNDIN GOLD INC. - LUG

LUNDIN MINING CORPORATION - LUN

Mogotes Metals Inc. - MOG

NGEX MINERALS LTD. - NGEX

Silver Storm Mining Ltd. - SVRS

FIRST MAJESTIC SILVER CORP. - AG

--------------------------------------

This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast.   This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.