Natural Resource Stocks

In this episode, we explore the current state and future outlook of the U.S. uranium market. Despite using 50 million pounds of uranium annually, the U.S. produces very little, especially in light of import bans on Russian uranium. The discussion highlights the volatile nature of uranium prices and stocks, noting how recent high spot prices have not been sustained. The complexities of the uranium market, including the opaque nature of long-term contract prices, are examined. The speaker expresses bullish sentiments on uranium for the long term and predicts increased transparency and price growth in the coming quarters. For more information…

In this episode, renowned energy sector analyst Elliott Gue dives deep into the current state and future projections of the oil and gas markets. Discussing the influence of global demand, supply challenges, and geopolitical factors, Gue offers his expert views on why US shale oil production is plateauing and why natural gas presents significant investment opportunities in 2025. Additionally, he shares his top oil and gas stock picks and explores the contrarian views on commodity prices. The episode also touches on the potential of nuclear energy and its implications for the future. Whether you’re an experienced investor or new to…

Join Terry Lynch, CEO of Power Nickel, as he dives deep into the company’s extraordinary 2024 journey, making Power Nickel the top-performing mining stock in Canada and the third globally. Terry discusses their initial 2024 drilling success, substantial capital raises with key investors like Robert Friedman, and strategic exploration advancements. Discover the transformative role of Dr. Steve Garrisford and the plans to continue this growth into 2025. Learn about the significance of polymetallic deposits and Power Nickel’s transition to becoming ‘Power Metallic.’ Hear about their exploration team’s expertise and future prospects of finding rich mineral deposits. An insightful watch for…

In this episode, Andy interviews Delayne Weeks from Angkor Resources about their ambitious oil and gas project in Cambodia. Delayne explains the strategic importance of their onshore drilling license and its potential to transform Cambodia’s energy landscape. They discuss the benefits of local energy production, the geology of Block 8, and the expected economic impact. Delayne shares insights into Angkor’s sustainable practices and their journey from obtaining the license in 2019 to current developments. The conversation also touches on the regional energy dynamics and the company’s readiness to advance the project pending regulatory approvals. For more information about Angkor Resources,…

Andy interviews Rick Van Nieuwenhuyse, President of Contango Ore, to discuss the company’s recent stock movements, production plans, and strategic adjustments. The conversation highlights the challenges faced due to the revised 2025 mine plan, the details affecting transportation and cost, and the measures being taken to optimize operations and extend mine life. Rick elaborates on their plans for producing gold, paying down debt, and future project advancements. Watch to understand why Rick believes this is a great buying opportunity for Contango Ore stocks. For more information on Contanto Ore, visit: https://why-invest-in-contango.com/ Ticker: CTGO

Andy interviews John Miniotis and Jeremy Weyland from AbraSilver Resource Corp to discuss the transformative impact of the Rigi regime on their silver-gold project Diablillos in Argentina. Find out how Rigi’s new legislation significantly reduces their costs and boosts project economics. The team also gives a 30,000-foot view of AbraSilver’s progress, detailing their extensive exploration successes, updated pre-feasibility studies, and major strides towards project development. They delve into the promising future, discussing upcoming resource updates and potential new drilling results. A must-watch for investors and those interested in silver and gold opportunities in Argentina. For more information about Abra Silver,…

In this episode, Andy engages in a detailed discussion with Ken and John from Sonoro Gold. They discuss the company’s recent performance, particularly in the stock market, and provide an overview of their strategies moving forward. Key highlights include the company’s shareholder base, the stability of their stock price, and ongoing efforts in Mexico to support open-pit mining. They also touch on the expected $2 million refund from Mexico, the importance of the environmental impact statement approval for future mining operations, and the company’s long-term goals. The episode underscores the commitment of Sonoro Gold’s team and their transparent communication with…

In this episode, UR-Energy’s operations, progress, and future plans are discussed, focusing on the company’s ongoing projects at Lost Creek and Shirley Basin in Wyoming. The video highlights Shirley Basin nearing its completion and doubling the company’s production to 2 million pounds annually. The discussion includes strategic planning, exploration, and expansion efforts, along with financial insights, shareholder value maintenance, and uranium market dynamics. Utility purposes, geopolitical factors affecting uranium prices, and long-term contracts are also covered, providing a comprehensive overview for current and prospective investors. For more information about Ur-Energy, visit: https://www.ur-energy.com/ NYSE: URG TSX: URE

In this episode, Andy interviews Marco Roque, CEO of Cassiar Gold, about the company’s compelling prospects and why U.S. investors should consider junior gold mining stocks. Marco discusses the unique strengths of Cassiar Gold, including its past producing district, extensive infrastructure, strategic permits, and ambitious growth targets. Highlighting the company’s promising resources and experienced leadership team, Marco elaborates on why reaching 5 million ounces of gold is pivotal for becoming an attractive takeover target. They explore the advantages of operating in British Columbia and the infrastructure already in place, making Cassiar Gold a cost-effective and nearly ‘turnkey’ project. Marco also…

In this episode, we explore the growing trend of central banks, particularly China, increasing their gold reserves. The discussion highlights how China’s recent purchases in November and December have significantly bolstered their reserves, emphasizing the attractiveness of gold over other assets. Factors such as the rising price of gold, the devaluation of currencies, global debt issues, and economic uncertainties are analyzed. The video also delves into the broader implications for other central banks and the potential shift in their investment strategies to protect against economic instability. If you would like to follow Clive Thompson: https://www.linkedin.com/in/clive-thompson-661997251/ Listen to us on Apple…