Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt.

COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/

Agenda:0:00 Intro◼️Supply & Demand2:44 The Strategic Importance of Critical Minerals4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks5:47 Preferred Commodity Exposure 7:02 Where will Copper Supply Growth Come From?8:18 Underappreciated Sources of Lithium Demand9:07 Where is Consensus Wrong?10:57 The Value of Commodities vs. Financial Assets13:13 Copper Supply Disruptions17:14 Copper vs. Oil 19:54 Energy Security: Nuclear Power & AI21:12 International vs. Domestic: Buyers of Emerging US Uranium Production22:19 US-Russian Relations & The Western Uranium Complex◼️Capital & Financing 22:50 Funding Environment vs. Past Cycles29:08 Royalty Pricing 31:13 Investor Appetite for Copper Investments33:13 Majors and Limited Copper Assets35:12 Governments Taking Stakes in Critical Minerals Companies36:03 New Uranium Investors36:43 Will the US Government Continue to Ease the Path to Production?37:29 The Evolution of Lithium Pricing◼️Company Specific38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel 44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs49:51 Anfield Energy: Uranium 56:36 Lithium Royalty Corp: Lithium59:47 Hot Chili: Copper

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.

The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our 4th episode we were joined by: Silver Viper (silver - TSXV:VIPR) & Brixton Metals (gold/copper - TSXV:BBB)

Here's the format:

• 2 mining companies pitching their projects
• Why their project has merit vs competing peers?
• How they'll fund it while preserving current shareholder ownership?
• Why this is the right management team to deliver on milestones?
• Why should investors invest in the stock today vs. wait and see?
• Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.

The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our 4th episode we were joined by: Power Metallic (copper / polymetallics - TSXV:PNPN) & Northern Superior Resources (gold - TSXV:SUP)

Here's the format:

• 2 mining companies pitching their projects
• Why their project has merit vs competing peers?
• How they'll fund it while preserving current shareholder ownership?
• Why this is the right management team to deliver on milestones?
• Why should investors invest in the stock today vs. wait and see?
• Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.

The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our 3rd episode we were joined by: Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS).

Here's the format:

• 2 mining companies pitching their projects
• Why their project has merit vs competing peers?
• How they'll fund it while preserving current shareholder ownership?
• Why this is the right management team to deliver on milestones?
• Why should investors invest in the stock today vs. wait and see?
• Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.

The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our 2nd episode we were joined by: Anfield Energy (uranium - NASDAQ:AEC | TSXV:AEC) & Cerrado Gold (gold/critical minerals - TSXV:CERT).

Here's the format:

• 2 mining companies pitching their projects
• Why their project has merit vs competing peers?
• How they'll fund it while preserving current shareholder ownership?
• Why this is the right management team to deliver on milestones?
• Why investors should invest in the stock today vs. wait and see
• Outline realistic M&A optionality

Grizzle & Hilltower launch our new show on X: Commodity Navigator!

The goal is to investigate small & mid cap commodity companies, ask them questions about their project from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.

In our inaugural episode we had First Nordic Metals (gold - tsxv:FNM) & Silver47 (silver - tsxv:AGA) join us.

Here's the format:

• 2 mining companies pitching their projects

• Why their project has merit vs competing peers?

• How they'll fund it while preserving current shareholder ownership?
• Why this is the right management team to deliver on milestones?
• Why investors should invest in the stock today vs. wait and see
• Outline realistic M&A optionality

Live discussions with the top commodity portfolio managers, strategists and management teams - the biggest LIVE event of its kind! We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium and lithium.

AGENDA (EST):

0:00 Intro

2:16 Warren Pies, 3Fourteen Research

22:00 James Seyffart, Bloomberg

40:45 Terry Lynch, Power Nickel (TSXV:PNPN)

1:00:52 Gwen Preston, West Red Lake Gold (TSXV:WRLG)

1:21:58 Aurora Davidson, Amerigo (TSX:ARG)

1:38:17 Jeroen Blokland, Blokland Smart Multi-Asset Fund

1:57:35 Leigh Goehring, Goehring & Rozencwajg Associates

2:35:28 Rob Weir, Lithium Royalty Corp (TSX:LIRC)

2:49:41 Christian Easterday, Hot Chili (TSXV:HCH) (ASX:HCH)

3:09:34 Taj Singh, First Nordic Metals (TSXV:FNM)

3:27:33 Tracy Shuchart, Hilltower Resource Advisors

3:51:30 Paul Sarjeant, Kobo Resources (TSXV:KRI)

4:11:40 Ian Harris, Libero Copper (TSXV:LBC)

4:34:20 Rupert Mitchell, Blind Squirrel Macro

4:54:50 David Dziekanski, Quantify Funds (NYSE:BTGD)

5:11:50 Outro

LEAD PARTNERS:

3Fourteen Research: https://www.3fourteenresearch.com/

Goehring & Rozencwajg Associates: https://www.gorozen.com/

Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/

Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/

West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/

Power Nickel (TSXV:PNPN): https://powernickel.com/

Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/

Hot Chili (TSXV:HCH): https://www.hotchili.net.au/

CORPORATES:

Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/home/d...

First Nordic Metals (TSXV:FNM): https://fnmetals.com/

Libero Copper (TSXV:LBC): https://www.liberocopper.com/

Kobo Resources (TSXV:KRI): https://www.koboresources.com/

Quantify Funds (NYSE:BTGD): https://quantifyfunds.com/

Blind Squirrel Macro Research: https://www.blindsquirrelmacro.com/

Grizzle Research & Quant: https://grizzleresearch.substack.com/

We had a really insightful conversation with Ian Harris, CEO of Libero Copper on X Spaces, discussing the fundamentals of copper mining - a real 101 / rules of thumb for mining the critical energy metal of the future. Ian brings a wealth of insight to the pod, 20 years of experience in the industry as a mining engineer.

Topics include:

We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.

The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.

COMPANIES:

◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...

◼️Power Nickel (TSXV:PNPN): https://powernickel.com

◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/

◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/

◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/

◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/

◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/

◼️Bid/Ask ETF Research: https://www.bid-ask.io/

AGENDA:

◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC

◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources

◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp

◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo

◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research

Topics:

0:00 Conference Intro

2:25 More Than an Inventory Restocking Cycle?

5:01 The Uranium Reshoring Opportunity

7:53 When Will SMR’s be Ready for Primetime?

12:24 AI’s Impact on Nuclear Demand

15:01 Denison Production Outlook

17:23 Acquisitions on the Horizon?

19:56 Denison: Key Catalysts

24:44 The Strategic Importance of Uranium in America

26:51 Bipartisan Support of Nuclear Power

28:34 Uranium Market Stability Without Russian Exports

29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired

30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish

32:18 Will More Milling Capacity be Required?

32:59 Restocking Cycle or Sustainable Demand Growth

34:48 Has Public Opinion Ever Been This Positive?

36:45 Inventory Outlook & Potential Bottlenecks

39:15 America’s Role in Uranium Supply

42:30 Where We Currently Sit in the Commodity Cycle

43:26 Commodities vs. Commodity Mining Stocks

44:15 Commodity M&A Cycle

45:27 The Significant Value of Polymetallic Deposits

48:04 Nickel Market: North America vs. Indonesia

51:22 Nisk: High Grade Polymetallic Discovery

52:46 Lion Zone & Exploratory Drilling Ahead

54:35 Outlook Among Battery Metals

58:00 Ecora’s Unique Critical Metals Royalty Model

59:47 Which Royalty in the Portfolio Could Surprise to the Upside?

1:01:52 Uranium: NexGen Patterson Corridor East Royalty

1:03:32 Catalysts Ahead for Ecora

1:07:27 Lithium: Signs the Market is Close to a Bottom

1:07:58 Structural EV Demand

1:08:53 EVs: China’s Leading the Way

1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?

1:10:15 M&A: Rio Tinto & Arcadium Lithium

1:11:17 Region and Deposit Focus?

1:12:03 Applying the Royalty Model to Lithium

1:12:51 Catalysts Ahead

1:14:13 Drivers of Elongated Development Cycles

1:14:44 Exploration Budgets Still Tight

1:15:17 Chile’s Importance in Global Copper Production

1:15:57 China’s Strategic Domination in EVs & Renewables

1:17:00 Drivers of Costa Fuego’s Significant Resource Growth

1:17:54 Importance of Water Rights in Mining

1:18:59 Hot Chili Catalysts Ahead

1:20:52 The Copper Shortage

1:24:21 Copper Prices High Enough to Incentivize exploration?

1:26:26 An Underappreciated Source of Demand

1:27:40 Importance of Capital Return in Mining

1:28:51 Amerigo: The Copper Utility Model Explained

1:30:57 Bid/Ask ETF Research: Uranium ETFs

With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals!

This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant.

Topics:

0:00 Intro

2:03 Valuing Gold: A Historical Context

5:53 Gold Demand: Emerging Markets vs. Developed Markets

8:34 Gold Miners vs. Physical Gold

14:40 The Golden Age for Scarce Assets

19:21 The Value of Gold as a Diversifier

22:42 Gold vs. Silver in a Portfolio Context

24:38 The Structural Decline of Europe

27:37 The Outlook for Scarce Assets

31:09 The Drivers of the Gold/Silver Ratio

32:17 Renewable Energy Demand for Silver

33:32 The Scarcity of Quality Silver Assets

35:05 What Drivers Underpin a Valuable Silver Mine

37:11 Silver Miners: Historical Drivers for Valuation Rerating

39:02 Silver & Gold Miners: M&A Cycle

41:02 Tier 1 Silver Development: Panuco Silver-Gold Project

43:24 High Grade Silver: Santa Ana Silver - Gold Project

45:43 Key Advantages of Investing in Gold Mining Projects within Canada

47:18 The Value of Having a Permitted Mine on the Cusp of Production

48:41 The Prolific Gold Mining History of Red Lake

49:52 The Importance of the Golden Runway for Investors

51:17 The Madsen Mine in the Sweet Spot of the Golden Runway

53:30 High Grade Gold in West Africa

56:06 Scandinavian Gold Exploration

57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors

59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden

1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil

1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle

1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign

1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project

LEAD PARTNERS:

Goehring & Rozencwajg Associates: https://www.gorozen.com/

Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/

West Red Lake Gold Mines: https://westredlakegold.com/

Grizzle Research & Quant: https://grizzleresearch.substack.com/

COMPANIES:

West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/

Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/

Kobo Resources (TSXV:KRI): https://www.koboresources.com/

First Nordic Metals (TSXV:FNM): https://fnmetals.com/

Outcrop Silver (TSXV:OCG): https://outcropsilver.com/