Kitco MINING

Is now the time to invest in gold equities? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Ross Beaty, Chairman of Equinox Gold, at the Vancouver Resource Investment Conference. They discuss Equinox Gold's impressive growth, strategy, and the future of the gold and silver markets.

Key Points
- Equinox Gold's journey to becoming a near million-ounce producer with eight operating mines.
- The company's focus on deleveraging and optimizing its portfolio.
- Ross Beaty's insights on the disconnect between gold prices and equity values.
- A look at opportunities in the copper and silver spaces, including Pan American Silver.

Special thanks to our sponsor Snowline Gold Corp for making this coverage possible. Visit https://snowlinegold.com/ today.

00:00 Introduction: Equinox Gold's Achievements in 2024
02:11 Challenges and Setbacks
03:40 Future Plans and Deleveraging Strategy
05:44 Opportunities in the Gold Market
14:42 Pan American Silver and the Silver Market
17:39 Copper Market Insights and Predictions
20:25 Big Mining Companies and M&A Activities
26:32 Predictions for 2025

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) 
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining) 

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Investing in Alpha: How to find company-specific opportunities in any market? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Warren Irwin, President & CIO of Rosseau Asset Management, at the Vancouver Resource Investment Conference. Gain insights into the resource investment landscape and what to expect in 2025.

Key Points:
- Gold Market: Gold equities underperforming despite record highs, facing competition from crypto and tech.
- Canadian Mining: Discusses potential for a new conservative government to boost resource industries by streamlining permitting and building pipelines. Criticizes government interference in mining, using Solaris Resources as an example.
- Global Competition: Notes Saudi Arabia's emergence as a mining hub and Canada's declining position due to political alignment and destructive policies.
- Investment Strategy: Focus on company-specific opportunities (alpha) rather than broad market trends, with a cautious outlook for 2025.

Special thanks to our sponsor Snowline Gold Corp for making this coverage possible. Visit https://snowlinegold.com/ today.

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) 
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining) 

00:00 Introduction: VRIC 
01:29 Challenges in the Gold Sector
02:15 Geopolitical Impacts on Natural Resources
05:39 First Nations and Resource Development
09:59 Canada's Position in Global Mining
14:32 Outlook for Gold and Copper
18:58 Trump's Impact 

#vric #mining #Trump #gold #copper 

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Could you really make $1-2 million from mining stocks in the next few years? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Rick Rule, President & CEO of Rule Investment Media, at the Vancouver Resource Investment Conference. Rule shares his insights on mining stocks, market outlook, and the potential impact of the Trump presidency on the resource world.

Key Points:
- Mining Stock Opportunities: Rule discusses how investors can potentially make significant gains by focusing on strong management teams and understanding market dynamics.
- Gold Market Analysis: Insights into central bank vs. retail investment in gold, and the importance of cost management for gold producers like Newmont.
- M&A Cycle: Rule anticipates increased mergers and acquisitions in the mining sector, driven by the desire for efficiency and better asset management.
- Trump Presidency Impact: An analysis of potential impacts on natural resource development, critical minerals, and U.S.-China relations.

Special thanks to our sponsor Snowline Gold Corp for making this coverage possible. Visit https://snowlinegold.com/ today.

00:00 Introduction: Investment Opportunities in Mining Stocks
02:27 Gold Stocks and Market Dynamics
04:31 Newmont's Strategy and Industry Impact
06:37 Mergers and Acquisitions in Mining
08:32 Trump's Presidency and Resource Development
16:53 Rick Rule on Effective Presentations
22:05 Outlook for 2025

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) 
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining) 

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

New gold and lithium discoveries in Saudi Arabia - what does it mean for the global market? Kitco’s Senior Mining Editor and Anchor Paul Harris speaks with H.E. Khalid Al-Mudaifer, Vice-Minister for Mining Affairs of the Kingdom of Saudi Arabia, at the Future Minerals Forum in Riyadh. Al-Mudaifer discusses Saudi Arabia's ambitious push to develop its mineral resources and establish mining as the third pillar of its industrial sector, following oil and gas and petrochemicals. The interview highlights significant announcements, including new gold discoveries. Al-Mudaifer stresses the importance of partnerships in building the mining sector, drawing parallels with the development of the oil and petrochemical industries. He outlines Saudi Arabia's strategy to leverage its capital, infrastructure, strategic location, and geological resources to become a mineral processing hub.

Key Points:
- Vision 2030
- Strategic Partnerships
- Aggressive Exploration
- Incentives & Policy

Special thanks to our sponsor, the Future Minerals Forum (FMF), for making this coverage possible. Visit https://www.futuremineralsforum.com/ to learn more. 

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) 
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/kitconewsnow) 
Follow Future Minerals Forum (FMF) on X: @FutureMineral (https://x.com/futuremineral)

00:00 Welcome to the Future Minerals Forum
02:59 Major Announcements and Partnerships
03:39 Saudi Arabia's Vision 2030 and Mining Transformation
05:29 Exploration and Technological Advancements
08:03 Roadmap for the Mining Sector
11:31 Global Impact and Lessons from Oil Industry

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

What's the next big play in the mining sector? Kitco’s Senior Mining Editor and Anchor Paul Harris speaks with Adam Lundin, Chair of Lundin Mining. Lundin discusses the company's recent successes and future plans at the Future Minerals Forum in Riyadh, Saudi Arabia. He highlights the excitement surrounding Saudi Arabia's interest in diversifying into minerals and the challenges of financing mineral projects. Lundin emphasizes the importance of operations and growth projects. He speaks about Lundin Gold's record production and exploration potential, and the BHP partnership in Argentina. The discussion also touches on geopolitical considerations, critical minerals, and the outlook for copper prices.

Key Points:
- BHP Joint Venture
- Lundin Gold
- Critical Minerals
- Future Goals

Special thanks to our sponsor, the Future Minerals Forum (FMF), for making this coverage possible. Visit https://www.futuremineralsforum.com/ to learn more. 

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) 
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining) 
Follow Future Minerals Forum (FMF) on X: @FutureMineral (https://x.com/futuremineral)

00:00 Welcome to the Future Minerals Forum
00:41 Saudi Arabia's Ambitions in Mining
01:59 Lundin Group's Evolution and Achievements
04:10 Partnerships and Future Prospects
08:16 Lundin Gold's Record Year and Future Plans
13:17 Geopolitical Considerations and Market Outlook

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Is the American Empire ending? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Grant Williams, author and host of the Grant Williams Podcast,  at the Vancouver Resource Investment Conference (VRIC). Williams discusses the major geopolitical shifts that could change everything you know about global power. He covers everything from the commodities cycle and geopolitical tensions to the future of investing. Williams shares his insights on the current state of the market, drawing parallels from history and offering a unique perspective on the forces shaping the global landscape. Williams also touches upon the changing dynamics of global power, highlighting Saudi Arabia's move to diversify its economy beyond oil. Williams shares his outlook on investing in 2025.

Key Points:
- Commodities are poised for an upswing 
- Geopolitical shifts are reshaping global power dynamics
- Focus on real investment

Special thanks to our sponsor Snowline Gold Corp for making this coverage possible. Visit https://snowlinegold.com/ today.

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Codelco has 5% of the world's copper reserves - what does this mean for the future of copper? Join Kitco’s Senior Mining Editor and Anchor Paul Harris as he interviews Maximo Pacheco, Chair of Codelco, at the Future Minerals Forum in Riyadh, Saudi Arabia. This conversation covers Codelco's significant investments in copper and its expansion into lithium, as well as the company's perspective on the future of the mining industry. Pacheco discusses Codelco’s partnerships, the company's massive capital expenditure program, its debt, and the outlook for copper prices. He also shares his thoughts on the importance of global collaboration and the growing demand for copper in the context of the world’s transition to renewable energy.

Key Topics:
- Codelco's Investment and Growth
- Codelco's Strategic Partnerships
- Future of Copper

Special thanks to our sponsor, the Future Minerals Forum (FMF), for making this coverage possible. Visit https://www.futuremineralsforum.com/ to learn more. 

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

What does the decoupling of gold from traditional bonds suggest about its future role as an investment? Kitco’s Senior Mining Editor and Anchor Paul Harris speaks to Ronald-Peter Stoeferle, Managing Partner at Incrementum AG, at the Future Minerals Forum in Saudi Arabia. They discuss the shifting dynamics of the gold market, the future of gold investments, and the factors influencing gold prices.

Key Topics:
- Shifting Power in the Mineral Industry
- Gold's Resilience and Future Outlook
- Emerging Market Demand
- Digital Gold and Younger Investors
- Gold Stocks and Investment Strategies

Special thanks to our sponsor, the Future Minerals Forum (FMF), for making this coverage possible. Visit https://www.futuremineralsforum.com/ to learn more. 

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Killian Charles, President and CEO of Brunswick Exploration, joins Ernest Hoffman of Kitco News at Xplor 2024 in Montreal to discuss the company’s latest discoveries, including the first viable lithium deposits in Greenland. They also discuss the latest results from the Mirage and Anatacau West projects, lithium demand from solar energy storage, and milestones for Q4 and 2025.

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Simon Marcotte, President and CEO of Northern Superior Resources, joins Ernest Hoffman of Kitco News at Xplor 2024 in Montreal to discuss the Chibougamau gold camp consolidation progress and the ONGold spinoff’s growth potential. They also discuss the company’s recent equity raise, the latest drilling results, and positioning for M&A activity.

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.