Daniel discusses the long-term potential of uranium and why the industry needs higher prices to fill the supply gap. The short-term issues are that 75% of the industry remains near or below the cost of production. Companies currently can’t afford to replace their resource. Cameco has taken the lead in closing down one of the […]

Mike discusses the electric vehicle market and how the consensus view is that they are getting close to parity in price with combustion engine vehicles. The E.U., USA, Japan, and China markets will all reach price parity within six years and possibly sooner. Many governments are pushing regulations requiring electric vehicles within the next few […]

Jeff has been surprised by just how good the crypto space has done this year. He was telling everyone to buy bitcoin back in 2011 and has continued to recommend it. Jeff compares cryptocurrencies to the beginning of the Internet. It feels like we are entering the Internet 3.0 and Wall Street seems to be […]

Keith says the reason the resource markets are lagging is due to institutions not entering the metal market. Until there is a crack in the major markets, we will not see institutional money flow into the mining equities. The market is quite similar to the year 2000 when it was flat and then took off. […]

Nick has been following the metals for over twenty-five years He feels the coming period will be a fascinating time for cobalt. Cobalt is a by-product of copper and nickel mining, and as a result, the supply can’t be easily adjusted. Also, 65% of supply comes from the unpredictable and logistically tricky Congo region. If […]

Ali discusses the latest drilling results at Mexican Gold’s Las Minas project. Historically the site had some fairly high-grade ore, and they suspected that not all of it had been mined. They felt that high-grade mineralization was likely still in the area. Modern tools have now confirmed that mineralization is still present. The main highlight […]

Curtailments in production are not that surprising at this price level. The spot price for uranium is well below producers all in cost per pound. What is surprising is that they have started at high tier assets like Cameco’s McArthur River and Key Lake. This is not the asset class where you would expect curtailment. […]

Dave gives a presentation on the real estate market and how he developed his personal investment philosophy. He has been inspired by investors like Robert Kiyosaki and Jim Rogers. He learned how to invest in commodities after reading Jim Rogers book “Hot Commodities.” You can quickly calculate the cost of production of a commodity and […]

Ken shows his presentation as CEO of Northern Vertex Mining (TSX.V: NEE). He discusses how they are nearing production with their mine in Arizona. They brought on board Greenstone Resources, Sprott Lending, and Cat Financing to take their project to the next level. They are very close to being ready to begin pouring gold. They […]

Peeyush is CEO of Canada Zinc Metals Corp. and he gives a presentation on the zinc market and the companies exploration project. He says there are very few zinc juniors and many have projects that may never go anywhere. There are only a small handful of companies that will be successful in this space. Their […]