Natural Resource Stocks

Natural Resource Stocks

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Natural Resource Stocks episodes

  • Latin Metals’ Partner-Funded Model Targets Growth Without Constant Dilution
    Recorded on July 7 2026 live at the 2026 Rick Rule Symposium Latin Metals Inc.TSX Venture: LMSOTCQB: LMSQF Latin Metals President, CEO & Director Keith Henderson joins Andy Millette to explain how the company is advancing copper, gold, and silver projects through a prospect generator model built around partner-funded exploration. Henderson discusses two active partners working across three projects and why Latin Metals is beginning to look more like a drilling company without carrying the full cost of drilling itself. The conversation covers Moxico Resources and the planned 15,000-metre partner-funded program at the Zaha copper-gold project, as well as Daura Gold’s…
    12 min
  • The Morocco Project Aya Calls a Once-in-a-Lifetime Tier-One Asset
    Recorded on July 7 2026 live at the Rick Rule Symposium 2026 TSX AYANASDAQ AYA Aya Gold & Silver President, Chief Executive Officer and Director Benoit La Salle joins Steve Yang to discuss the company’s producing Zgounder Silver Mine and its development-stage Boumadine project in Morocco. La Salle explains why he views Boumadine as a potential tier-one asset, citing its scale, grades, exploration footprint and planned combination of open-pit and underground development. He also discusses Aya’s production growth, positive cash flow, construction funding, share structure and the possibility that Boumadine is not yet fully reflected in the company’s valuation. The conversation…
    18 min
  • 29.7% CuEq Over 3.4 Metres: Magna Mining's R2 Discovery Explained
    Recorded on July 7 2026 live at Rick Rule Symposium 2026 TSX: NICU | OTCQX: MGMNF | FSE: 8YD Jason Jessup, CEO and Director of Magna Mining, joins Steve Yang to discuss the company’s copper, nickel and precious-metals growth strategy in Sudbury, Ontario. Jessup outlines current production at McCreedy West, 2026 copper-equivalent guidance, record Q2 operating performance and the high-grade R2 Footwall Zone discovery at Levack. He explains why Magna can use existing Sudbury mills, smelters and infrastructure to reduce capital intensity and move permitted projects toward production faster. The interview covers the Levack economic assessment, Crean Hill, insider ownership, management…
    22 min
  • Empress Royalty’s Gold and Silver Strategy Is Entering Its Next Growth Phase
    Recorded on July 8 2026 live at the Rick Rule Symposium 2026 TSX Venture Exchange EMPROTCQX EMPYF Tiffany Georgopoulos sits down with Alexandra Woodyer Sherron, CEO and President of Empress Royalty, to discuss how the company built a global portfolio of gold and silver royalties and streams. Alexandra explains Empress Royalty’s focus on providing non-dilutive capital to mining companies with development and production-stage assets while maintaining disciplined investment criteria. She reviews the company’s transition from an early-stage royalty business into a revenue-generating platform, including US$17.2 million in 2025 revenue and US$9.06 million in first-quarter 2026 revenue. The interview also covers Empress…
    12 min
  • No Mining Required: Cerro de Pasco’s Above-Ground Metals Strategy
    Recorded on July 8 2026 live at the Rick Rule Symposium 2026 TSX Venture Exchange CDPROTCQX Best Market CDPMFFrankfurt Stock Exchange N8HPBolsa de Valores de Lima CDPR Cerro de Pasco Resources Chief Executive Officer and Director Guy Goulet joins host Steve Yang to explain the company’s strategy for reprocessing historic mineral tailings and stockpiles in central Peru. The discussion focuses on the El Metalurgista concession, including the Quiulacocha tailings and the opportunity to recover silver, zinc, lead, copper and gold without conventional mining. Goulet explains why the above-ground nature of the material could reduce operational complexity and why metallurgy, recovery rates…
    22 min
  • The Royalty Model Built to Capture More of Copper’s Upside
    Recorded on July 7 2026 live at the 2026 Rick Rule Symposium London Stock Exchange: ECORToronto Stock Exchange: ECOROTCQX Best Market: ECRAF Ecora Royalties Chief Executive Officer Marc Bishop Lafleche joins Andy Millette to explain why Ecora believes its transformation into a critical minerals focused royalty company is still not fully reflected in its market valuation. He discusses Ecora’s copper centered strategy, the ramp up in critical minerals cash flow, and the organic growth pipeline across producing and non producing royalties. Marc also explains why a royalty company can scale revenue with a small operating footprint and may capture commodity price…
    13 min
  • The Uranium Signal Utilities Can’t Ignore Is Already at Record Levels
    Recorded on July 8 2026 live at the 2026 Rick Rule Symposium TSX Venture Exchange HLUOTC HLUCFFrankfurt Stock Exchange D3U Roger Lemaitre, President and CEO of Homeland Uranium, joins Natural Resource Stocks host Steve Yang to discuss the company’s U.S.-focused uranium strategy and its Colorado exploration portfolio. Lemaitre explains why Homeland is prioritizing the Cross Bones Uranium Project while continuing to evaluate results from Coyote Basin. He outlines the work required to assess historical uranium data, advance drilling, and move toward a current NI 43-101 mineral resource estimate. The conversation also covers U.S. uranium supply security, permitting in northwestern Colorado, utility…
    17 min
  • How First Majestic Captures Extra Margin Through Its Own Mint
    Recorded on July 8 2026 live at the Rick Rule Symposium NYSE AGTSX AGFRA FMV First Majestic Silver Corp. President and Chief Corporate Development Officer Mani Alkhafaji joins Steve Yang to discuss the company’s silver exposure, operating portfolio and growth strategy. Alkhafaji explains why First Majestic remains focused on primary silver production and how silver prices can create operating leverage across the business. The interview covers the integration and expansion of Los Gatos, the planned restart of the Jerritt Canyon Gold Mine and the role gold plays in balancing revenue. They also examine First Mint, vertical integration and the additional margin…
    14 min
  • This Is Not PowerPoint: NG Energy’s Colombia Gas Strategy
    Recorded on July 7 2026 live at the 2026 Rick Rule Symposium TSX: GASXOTCQX: GASXF NG Energy International Chief Executive Officer Jorge Fonseca Chaumer joins Andy Millette to discuss Colombia’s natural gas market and the company’s transition from a development story into a producing energy business. The conversation examines Colombia’s natural gas supply gap, the role of NG Energy’s two core assets, and the importance of production growth, transportation infrastructure, pricing, and free cash flow. Fonseca explains why the opportunity is based on operating assets rather than a presentation-only concept and discusses the work required to navigate logistics and development in…
    12 min
  • Brent Cook: Why High Gold Prices Still Cannot Save Mediocre Mining Deposits
    Recorded on July 9 2026 live at the 2026 Rule Symposium on Natural Resource Investing in Boca Raton Florida Brent Cook, Founder and Senior Advisor at Exploration Insights, joins Andy Millette to explain what investors should examine before committing capital to junior mining and exploration companies. Cook discusses the outlook for gold, silver, and copper, including central bank gold demand and the long-term challenge of producing enough copper for emerging technologies. He breaks down how location, infrastructure, metallurgy, grade, tonnage, and development costs determine whether a mineral discovery can become an economic deposit. Cook argues that margin matters more than headline…
    11 min

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