Natural Resource Stocks

Recorded on March 31, 2026CTGO Contango Silver and Gold joins Andy Millette for a post-merger deep dive into why management believes the new company is still being mispriced by the market. Rick Van Nieuwenhuyse and Shawn Khunkhun break down the 100 million dollar cash position, the expected free cash flow profile, and why they believe CTGO now has one of the more compelling combinations of funding, project depth, and upside leverage in the sector. The conversation walks through how the company expects to generate cash this year, what could happen if gold prices stay strong, and why management thinks the…

Recorded on March 30 2026 Jeff Phillips joins Andy Millette to break down the recent gold and junior mining correction, why he still sees a larger bullish setup in commodities, and why many junior resource stocks still have not reflected stronger metal prices. He explains how he separates the big-picture gold and commodity thesis from the much riskier junior resource equity market, why parabolic moves force disciplined investors to sell into strength, and why most companies in the space still fail his standards. Jeff also lays out the narrow lane he stays in as an investor, focusing on people, share…

Recorded on March 30, 2026 In this interview, Andy Millette sits down with J. Michael Oliver of Momentum Structural Analysis to break down why he believes the US stock market is in a major topping process and why that matters for gold, silver, and the broader commodity complex. Michael explains why he does not view the current action as a simple headline-driven panic, but as part of a deeper structural shift that could force central banks back into aggressive intervention. He lays out why gold remains the alternative when confidence in the money unit starts to crack, why silver is…

Recorded on March 27 2026 Ticker: NUCL on Nasdaq Steve Yang sits down with Mark Mukhija, CEO of Eagle Nuclear Energy Corp, to break down why Eagle Nuclear believes it has one of the most important domestic uranium stories in the market right now. Trading on Nasdaq under NUCL, the company is advancing the Aurora Project on the Oregon Nevada border while positioning around a major U.S. uranium supply gap and a broader push for domestic energy security. In this interview, Mark explains Eagle’s claim to the largest conventional measured and indicated uranium deposit in the United States, the Nevada-side…

Recorded on March 26, 2026 Kyle Stanfield, Director & CEO of ONGold Resources Ltd. (TSXV: ONAU) (OTCQB: ONGRF) (Frankfurt: 61Y), joins Steve Yang to explain why ONGold is becoming a story investors may want to watch as gold, tungsten, and copper all converge inside one Canadian exploration portfolio. He breaks down the company’s plan to update the historic 3,000,000 ounce Monument Bay gold resource in Manitoba, why management believes a new NI 43-101 resource this fall matters in today’s gold environment, and how the tungsten component could become an overlooked strategic value driver. The interview also dives into the TPK…

TSX.V: MTTOTC: BRIOF Recorded on March 26, 2026 Steve Yang sits down with Lewis Lawrick, President, CEO, and Director of Magna Terra Minerals Inc., to discuss why the company believes 2026 could be a major catalyst year across its Atlantic Canada and Argentina portfolio. The interview covers the Humber Copper-Cobalt Project in Newfoundland, the Rocky Brook Project in New Brunswick, and Magna Terra’s broader strategy of advancing core projects while monetizing non-core assets to reduce dilution and preserve upside. Lawrick explains the company’s discovery focus, tight share structure, current cash position, strategic backing, and why he believes Magna Terra’s market…

Recorded on March 25 2026 Andy Millette sits down with Liberty Gold President and CEO Jon Gilligan to break down the company’s major Goldstrike transaction, why management was comfortable with the valuation, and how the structure strengthens Liberty Gold without forcing added pressure on shareholders. Jon explains why the deal sharpens Liberty Gold’s focus on Black Pine in Idaho, improves balance sheet confidence, and gives the team more room to think ahead on early works, long lead items, exploration around the edges, and owner team hiring. The conversation also dives into FAST 41, why the public permitting dashboard matters, and…

Recorded on March 25, 2026, Steve Yang sits down with Craig Lindsay, CEO U.S. Operations at Resolution Minerals Ltd, to discuss why the Horse Heaven Project in Idaho is drawing attention as a rare U.S. antimony, tungsten, and gold story. Resolution Minerals Ltd (ASX: RML) is an Australian-based mineral exploration company focused on advancing mineral projects with exposure to critical metals and gold. In this interview, Craig breaks down the Horse Heaven Project, the company’s discussion around high-grade antimony at surface, the historic tungsten production at Golden Gate, and the broader U.S. supply chain backdrop driving interest in domestic critical…

Recorded on March 24, 2026 Rick Rule joins Andy Millette for a wide-ranging conversation on one of the sharpest resets in gold equities and why he sees panic selling as opportunity for disciplined buyers with a longer time horizon. He explains why he is using a shopping list instead of trying to call exact bottoms, how discounted NAV multiples can create takeover setups, and why high-quality names can separate quickly from weaker peers after a washout. The discussion then moves into the 2026 Rule Symposium, including how attendees can prepare before arriving, why the pre-conference interviews matter, and what investors…

Recorded on March 24 2026 Alasdair Macleod joins Andy Millette to break down why the recent collapse in gold and silver prices may be far more misleading than most investors realize. He argues that the paper market has detached from the underlying bullion market, that speculative participation is unusually weak, and that retail demand in the Far East is still holding up despite the selloff. The conversation then moves into options pressure, backwardation, and why bullion banks may have a major incentive to keep prices suppressed into expiry and quarter end. From there, Macleod lays out a much larger macro…