Natural Resource Stocks

Natural Resource Stocks

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Natural Resource Stocks episodes

  • Chile’s Copper Engine: Tribeca’s Giant Hunt
    Dr. Paul Gow, CEO and Director of Tribeca Resources, joins Natural Resource Stocks to discuss how this Chile-focused explorer is positioning for a major copper discovery. Tribeca’s portfolio of IOCG and porphyry targets sits within one of the most productive copper belts on earth — a region that delivers 23% of the world’s copper supply. The company’s exploration strategy blends deep geological expertise with disciplined capital efficiency. With standout results including 268 metres grading ~0.66% copper with gold and cobalt, Tribeca is unlocking large-scale systems that could attract mid-tier and major mining partners. In this interview, we cover: Why Chile…
    24 min
  • Silver, Gold, Copper: Where Silvercorp Finds Value
    Silvercorp is a profitable silver producer operating for nearly two decades in China’s Ying Mining District, with additional production from GC and diversification initiatives in Ecuador. President Lon Shaver explains how a long-tenured local team, integrated domestic supply chain, and disciplined capital allocation underpin margins and growth. We also cover the El Domo open-pit copper project and the Condor gold project in Ecuador, plus incubation exposure via New Pacific in Bolivia. What We Discuss Why China works for SVM: predictable processes, local relationships, and fast, low-capex expansions. Capital structure discipline: 218 M shares outstanding; cash on hand and a single…
    19 min
  • Gold $4,000: Why This Isn’t The Top
    Natural Resource Stocks sits down with Garrett Goggin, CFA, CMT, Founder & Chief Analyst at Golden Portfolio, to break down why gold’s surge still has legs, how stablecoins are quietly funneling demand into gold, what GLD/SLV share counts say about sentiment, and how to value miners vs. royalty companies in a devaluing-dollar world. We cover central-bank buying, the “crypto → gold” bridge, and specific markers he watches (free cash flow vs enterprise value, grades, dilution, and the Lassonde curve). #Millettian
    31 min
  • San Marcial Spin-Out: Hidden Value at Sonoro?
    Tickers: TSX-V: SGO | OTCQB: SMOFF | Frankfurt: 23SP.Sonoro Gold Corp Recorded on October 7, 2025. Chairman John M. Darch and CEO Kenneth MacLeod join Andy Millette to unpack Sonoro Gold’s latest strategy: spinning out the San Marcial gold-silver project into a separate listed company so current Sonoro shareholders would receive shares pro rata—creating parallel exposure alongside the flagship Cerro Caliche heap-leach gold project.Sonoro Gold Corp+1 What we cover Why a San Marcial spin-out now (value recognition; not diverting funds from Cerro Caliche). Financing update: recent raise priced above the prior round; fully subscribed with new participation. Permitting (MIA): approval…
    21 min
  • Europe’s Breaking Point: Bob Moriarty on Debt, War & $4K Gold
    Former Marine F-4B fighter pilot and 321gold founder Bob Moriarty joins Andy to break down Europe’s political and fiscal unraveling, the risk of rapid war escalation, and why gold may be sniffing out something much bigger. We cover France’s leadership churn and budget hole, Germany/UK stagflationary pressures, and the thesis that Western debt systems are colliding with the resource-based East/South — with sanctions acting as “financial suicide” that accelerated the shift. We also dig into whether today’s gold surge is rational (and due for a healthy pullback) or an irrational run if markets price in WWIII. #Millettian Guest background Bob…
    59 min
  • Gold Rising, Dollar Rising? Laurent Lequeu Explains
    Today, Steve Yang speaks with Laurent Lequeu (“The Macro Butler”) about how USD weaponization accelerated de-dollarization, why gold and the US dollar can rise together, the stagflation setup if oil spikes, and where capital may rotate next: energy producers, base metals, and agriculture. He also lays out a provocative view of a Russia-China-India growth axis and why Hong Kong could emerge as the next global finance hub. #Millettian
    50 min
  • The Gold Bull Isn’t Over: Valuation, Flows, and What Triggers A Pullback
    Veteran money manager Adrian Day, Chairman & CEO of Adrian Day Asset Management, joins host Andy Millette to unpack why he believes the gold-equities bull market is still in its early innings — and why most investors haven’t even noticed yet. Day explains how public participation remains almost nonexistent: your dentist, your Uber driver, and your neighbor aren’t buying gold stocks. To him, that’s the ultimate contrarian tell. Despite strong metal prices and record central-bank buying, the average retail investor still chases the S&P 500. That disinterest, he argues, means we’re nowhere near the top of this cycle. He walks…
    43 min
  • Israel–Iran Next Moves: Trita Parsi on What’s Coming
    In this exclusive conversation, Andy Millette sits down with Dr. Trita Parsi, Executive Vice President at the Quincy Institute for Responsible Statecraft, to break down the fast-evolving Israel–Iran conflict and the U.S. response shaping it behind the scenes. Parsi explains how Israel’s latest operation pursued three major objectives — decapitation of Iran’s leadership, crippling missile capacity, and drawing the United States deeper into confrontation — and why, in his words, “only one worked.” He describes Iran’s remarkable ability to reconstitute its leadership structure in under 18 hours, the evidence that Iranian missiles breached Israel’s layered defense systems, and the dangerous…
    33 min
  • Rare Earths Go Strategic — Where Ecora Fits
    Tickers: LSE: ECOR | TSX: ECOR | OTC: ECRAFRecorded: October 6 2025 In this in-depth interview, Marc Bishop Lafleche, CEO of Ecora Resources, joins Andy Millett of NaturalResourceStocks.net to discuss how Ecora evolved from a coal-based royalty business into a critical-minerals royalty leader leveraged to copper, cobalt, and rare earth elements — metals vital to electrification and energy security. #Millettian Ecora’s model provides investors with exposure to the revenue line of high-quality mining operations without bearing the costs or risks of mine construction and operation. Marc explains how royalties and streams allow Ecora to deliver inflation-resistant cash flows and compounding…
    51 min
  • 7M+ River Ounces: Can Canary Find the Feeder?
    Tickers: BRAZ.CN | CNYGF | K5DRecorded on: October 3, 2025 Canary Gold Corp (CSE: BRAZ | OTC: CNYGF | FSE: K5D) believes the millions of ounces dredged from Brazil’s Madeira River may have originated from a nearby hard-rock “Mocururu” conglomerate—a shallow, iron-rich horizon lying just beneath surface soils in the Rondônia region of northern Brazil. In this conversation, President Mark Tommasi joins Steve Yang of NaturalResourceStocks.net to walk through the company’s vision, its first-phase 220-hole air-core drill program, and how a low-cost, high-density approach could confirm a district-scale source for the river’s historic 7 million+ ounces of placer gold. Key…
    18 min

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