The MiningMaven Podcast

Gervaise Heddle of The Money Enigma http://themoneyenigma.com is our featured guest once again, and in today's interview, Podcast No 14, we discuss the significance of last week's Fed decision to leave interest rates on hold and what this means in terms of the outlook for the price of gold in the coming months.

In the second part of the show we take some time to discuss our mutual investments in Metal Tiger and Eurasia Mining .

With Metal Tiger, we discuss last weeks share price action on the back of the significant results from their Botswana JV with #MOD Resources. Gervaise also re-visits his 5p price target for Metal Tiger - which is looking a lot less ambitious now than when he first called it under two months ago at the end of January!

We then take a closer look at Eurasia Mining as an interesting leveraged play in an improving platinum price environment. We hope you enjoy listening!

You can follow Gervaise Heddle at http://www.themoneyenigma.com and on twitter @themoneyenigma. Their latest article "Growth, Confidence and Inflation" can be seen here:

http://www.themoneyenigma.com/growth-confidence-and-inflation/

Follow MiningMaven on twitter @theminingmaven

We would like to hear from listeners if you have any questions or feedback please contact on [email protected]

#gold #economics #money #themoneyenigma #MetalTiger #EurasiaMining

1.10.15 BMR Mining (formally Berkeley Minerals) has emerged from an exhaustive restructuring process and is now demonstrating to the market that it is on track for targeted production and maiden revenues in 2016 at their Kabwe lead-zinc tailings project in Zambia and the company has just released two back to back announcements detailing solid progress to this end. The first in respect of the positive principle conclusion of a Peer Review of Kabwe and the second regarding a rather creative lease agreement with Glencore's subsidiary Sable Zinc Kabwe for land and key equipment. We took the opportunity to speak to Executive Chairman Alex Borrelli and Director of Mining Jeremy Hawke in this exclusive MiningMaven podcast interview. We hope you enjoy listening.

Gervaise Heddle of The Money Enigma http://themoneyenigma.com joins MiningMaven once again and in today's Podcast No 13 we discuss the outlook for gold as its price gathers momentum and reinforces Gervaise's views expressed in our last interview that the bottom is now in.

We also discuss the significance of the recent uptick in US core inflation numbers and whether this could be the beginning of something more meaningful.

There has been some talk about "helicopter money" lately, and Gervaise discusses what this could mean and why it is a bad "plan of last resort".

Then we move on to the US Presidential election which is now shaping up as Clinton v Trump and why both of these (bad) candidates are good for gold.

In the second part of the show we take some time to discuss Gervaise's personal investments in two companies MiningMaven followers will be familiar with: Ariana Resources Kibo Mining

We hope you enjoy listening!

You can follow Gervaise Heddle at http://www.themoneyenigma.com and on twitter @themoneyenigma.

Follow MiningMaven on twitter @theminingmaven

We would like to hear from listeners if you have any questions or feedback please contact on [email protected]

#gold #economics #money #themoneyenigma #ArianaResources #KiboMining

The markets had already been showing significant levels of nervousness and volatility since the start of the year and then last week, out of nowhere, gold took off to the upside, with a significant leap of over $100 to $1,265 per ounce.

Although it’s still early days, gold certainly feels like it’s getting its “safe haven” mojo back; after 8 years of easy money from the Fed is finally taking its toll.

In this exclusive MiningMaven Expert interview, Gervaise Heddle, author of 'The Money Enigma' www.themoneyenigma.com/ joins us once again to discuss this development in the context of his latest article “The Markets Go to Rehab” which bases the analogy on the Market’s addiction to easy money http://bit.ly/1POlKGC

In the second part of the show we take some time to discuss the mining space and one of Gervaise's personal investments in a company which MiningMaven followers will be rather familiar with!

We hope you enjoy listening.

Metal Tiger (LON:MTR) announced a Management Restructuring on Monday 9th February and that Paul Johnson has now been appointed to the role of CEO of the company; in order to reflect the company's shifting needs as it evolves from an early stage resource investor into a diversified investing company with interests in mineral exploration, development and potentially, production.

Paul Johnson expands on this news in this exclusive MiningMaven podcast interview.

MiningMaven January update Interview with Gervaise Heddle

The markets kicked off 2016 in rather rude fashion as volatility caused many investors to run for cover. In this exclusive MiningMaven expert interview Gervaise Heddle, author of 'The Money Enigma' http://www.themoneyenigma.com/ joins us once again to discuss how the markets, having become addicted to the Fed's easy money stimulus, are now demonstrating withdrawal symptoms which are showing up in the violent swings we are currently witnessing. This topic is covered in more depth in The Money Enigma article Monetary Base Expansion: The Seven Stages of Addiction

http://bit.ly/1Nx8DHi

Gervaise also discusses what the forthcoming year holds in store for the markets as we take a closer look on how gold is now starting to re-emerge as a safe haven asset.

We then take some time to discuss Gervaise’s outlook for the mining space and his personal investments in some companies which MiningMaven followers will be rather familiar with!

Essential Listening.

Metal Tiger(LON:MTR) and ECR Minerals (LON:ECR) released news to the market today of a collaboration agreement they have embarked on to see the potential utilisation and value crystallisation of a A$66m tax loss held within ECR's wholly owned subsidiary Mercator Gold Australia Pty Ltd. In this exclusive MiningMaven podcast interview Metal Tiger’s Executive Director Paul Johnson discusses the significance of this agreement. We hope you Enjoy Listening.

Metal Tiger Investor Presentation Evening!

A date for your diary! Metal Tiger will be joining us in London on 23rd February for our next investor evening which you won’t want to miss! For more details and registration for this free to attend event click here:

http://bit.ly/1OmAL3L

Ariana Resources (LON:AAU) certainly hit the ground running in 2016!

On the back of their Lithium transaction announced in December Ariana Resources (LON:AAU) released a Letter to Shareholders in January summarising the significant milestones met by the company in 2015 and followed this up on Monday with an impressive set of drilling results from their wholly owned Kizilcukur gold project, which sits just 22k from the Red Rabbit gold mine, currently under construction with JV partners Proccea.

Since we recorded this, we also note the release of news today from Mariana Resources announcing that Sandstorm Gold (TSX: SSL) had a acquired the royalty rights to its 3million oz Hot Maden discovery from Teck Resources as part of a package worth $22m. As Ariana shareholders ourselves the significance of this was not lost on us, considering where Hot Maden sits in the relation to Ariana’s Salinbas JV with Eldorado Gold (TSX:ELD).

This interview is slightly longer than usual as there was much to cover, including the Lithium transaction, Salinbas, Red Rabbit development and much more - we trust that investors will find it both interesting and informative!

Gervaise Heddle is the author of "The Money Enigma" website.

In his recent article he poses the question "Can the Gold Price Rise as the Fed Raises Interest Rates?"

In this exclusive MiningMaven Expert Interview we discuss this article and his view that, as the Fed start the arduous process of normalising interest rates, it could mark the start of the next bull cycle in Gold and precious metals.

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The Federal Reserve’s Confidence Game!

With the forthcoming December FOMC meeting looming, it looks like its crunch time for investors in the gold space. Opinion is clearly divided, not just in terms of whether rates will rise for the first time in nine years, but also on the potential impact this is likely to have on the gold price and the fate of the US Dollar.

In this exclusive MiningMaven Expert Interview, Gervaise Heddle, author of ‘The Money Enigma’, discusses his latest article, Confidence Game Creates a Dilemma for the Fed which explores how the Federal Reserve now faces a serious and potentially existential challenge as to whether it should leave interest rates on hold does start the process of raising rates.

Gervaise’s take is that they are damned if they do and damned if they don’t. Either way, as investors in the gold space, we will be following events closely as they unfold. We hope you enjoy listing.

About Gervaise Heddle

Gervaise Heddle is the author of The Money Enigma and is the founder of Bletchley Economics.

Gervaise has nearly twenty years experience in senior management positions across the global investment management industry. Gervaise was a Managing Director at Macquarie Funds Group where he was responsible for seeding and developing hedge funds and new asset management strategies. Prior to this, Gervaise was a Fund Manager and Director at Merrill Lynch Investment Managers in the Princeton and London offices. Gervaise began his career as a global equities analyst for Bankers Trust Australia.

Gervaise is an Advisory Partner at Park Avenue Value Partners, a long/short equity hedge fund based in New York. The Managing Partner of Park Avenue Value Partners, Kristofer Segerberg, spent nine years managing and co-managing global long/short equity portfolios at Soros Funds Management.

Gervaise graduated with First Class Honors in Economics from the University of Adelaide, Australia, and is a CFA charterholder.