Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt.
COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/
Agenda:0:00 Intro◼️Supply & Demand2:44 The Strategic Importance of Critical Minerals4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks5:47 Preferred Commodity Exposure 7:02 Where will Copper Supply Growth Come From?8:18 Underappreciated Sources of Lithium Demand9:07 Where is Consensus Wrong?10:57 The Value of Commodities vs. Financial Assets13:13 Copper Supply Disruptions17:14 Copper vs. Oil 19:54 Energy Security: Nuclear Power & AI21:12 International vs. Domestic: Buyers of Emerging US Uranium Production22:19 US-Russian Relations & The Western Uranium Complex◼️Capital & Financing 22:50 Funding Environment vs. Past Cycles29:08 Royalty Pricing 31:13 Investor Appetite for Copper Investments33:13 Majors and Limited Copper Assets35:12 Governments Taking Stakes in Critical Minerals Companies36:03 New Uranium Investors36:43 Will the US Government Continue to Ease the Path to Production?37:29 The Evolution of Lithium Pricing◼️Company Specific38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel 44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs49:51 Anfield Energy: Uranium 56:36 Lithium Royalty Corp: Lithium59:47 Hot Chili: Copper
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 4th episode we were joined by: Silver Viper (silver - TSXV:VIPR) & Brixton Metals (gold/copper - TSXV:BBB)
Here's the format:
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 4th episode we were joined by: Power Metallic (copper / polymetallics - TSXV:PNPN) & Northern Superior Resources (gold - TSXV:SUP)
Here's the format:
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 3rd episode we were joined by: Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS).
Here's the format:
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 2nd episode we were joined by: Anfield Energy (uranium - NASDAQ:AEC | TSXV:AEC) & Cerrado Gold (gold/critical minerals - TSXV:CERT).
Here's the format:
Grizzle & Hilltower launch our new show on X: Commodity Navigator!
The goal is to investigate small & mid cap commodity companies, ask them questions about their project from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our inaugural episode we had First Nordic Metals (gold - tsxv:FNM) & Silver47 (silver - tsxv:AGA) join us.
Here's the format:
Live discussions with the top commodity portfolio managers, strategists and management teams - the biggest LIVE event of its kind! We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium and lithium.
AGENDA (EST):
0:00 Intro
2:16 Warren Pies, 3Fourteen Research
22:00 James Seyffart, Bloomberg
40:45 Terry Lynch, Power Nickel (TSXV:PNPN)
1:00:52 Gwen Preston, West Red Lake Gold (TSXV:WRLG)
1:21:58 Aurora Davidson, Amerigo (TSX:ARG)
1:38:17 Jeroen Blokland, Blokland Smart Multi-Asset Fund
1:57:35 Leigh Goehring, Goehring & Rozencwajg Associates
2:35:28 Rob Weir, Lithium Royalty Corp (TSX:LIRC)
2:49:41 Christian Easterday, Hot Chili (TSXV:HCH) (ASX:HCH)
3:09:34 Taj Singh, First Nordic Metals (TSXV:FNM)
3:27:33 Tracy Shuchart, Hilltower Resource Advisors
3:51:30 Paul Sarjeant, Kobo Resources (TSXV:KRI)
4:11:40 Ian Harris, Libero Copper (TSXV:LBC)
4:34:20 Rupert Mitchell, Blind Squirrel Macro
4:54:50 David Dziekanski, Quantify Funds (NYSE:BTGD)
5:11:50 Outro
LEAD PARTNERS:
3Fourteen Research: https://www.3fourteenresearch.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/
West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/
Power Nickel (TSXV:PNPN): https://powernickel.com/
Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/
Hot Chili (TSXV:HCH): https://www.hotchili.net.au/
CORPORATES:
Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/home/d...
First Nordic Metals (TSXV:FNM): https://fnmetals.com/
Libero Copper (TSXV:LBC): https://www.liberocopper.com/
Kobo Resources (TSXV:KRI): https://www.koboresources.com/
Quantify Funds (NYSE:BTGD): https://quantifyfunds.com/
Blind Squirrel Macro Research: https://www.blindsquirrelmacro.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
We had a really insightful conversation with Ian Harris, CEO of Libero Copper on X Spaces, discussing the fundamentals of copper mining - a real 101 / rules of thumb for mining the critical energy metal of the future. Ian brings a wealth of insight to the pod, 20 years of experience in the industry as a mining engineer.
Topics include:
We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.
The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.
COMPANIES:
◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...
◼️Power Nickel (TSXV:PNPN): https://powernickel.com
◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/
◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/
◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/
◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/
◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/
◼️Bid/Ask ETF Research: https://www.bid-ask.io/
AGENDA:
◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC
◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources
◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp
◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo
◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research
Topics:
0:00 Conference Intro
2:25 More Than an Inventory Restocking Cycle?
5:01 The Uranium Reshoring Opportunity
7:53 When Will SMR’s be Ready for Primetime?
12:24 AI’s Impact on Nuclear Demand
15:01 Denison Production Outlook
17:23 Acquisitions on the Horizon?
19:56 Denison: Key Catalysts
24:44 The Strategic Importance of Uranium in America
26:51 Bipartisan Support of Nuclear Power
28:34 Uranium Market Stability Without Russian Exports
29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired
30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish
32:18 Will More Milling Capacity be Required?
32:59 Restocking Cycle or Sustainable Demand Growth
34:48 Has Public Opinion Ever Been This Positive?
36:45 Inventory Outlook & Potential Bottlenecks
39:15 America’s Role in Uranium Supply
42:30 Where We Currently Sit in the Commodity Cycle
43:26 Commodities vs. Commodity Mining Stocks
44:15 Commodity M&A Cycle
45:27 The Significant Value of Polymetallic Deposits
48:04 Nickel Market: North America vs. Indonesia
51:22 Nisk: High Grade Polymetallic Discovery
52:46 Lion Zone & Exploratory Drilling Ahead
54:35 Outlook Among Battery Metals
58:00 Ecora’s Unique Critical Metals Royalty Model
59:47 Which Royalty in the Portfolio Could Surprise to the Upside?
1:01:52 Uranium: NexGen Patterson Corridor East Royalty
1:03:32 Catalysts Ahead for Ecora
1:07:27 Lithium: Signs the Market is Close to a Bottom
1:07:58 Structural EV Demand
1:08:53 EVs: China’s Leading the Way
1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?
1:10:15 M&A: Rio Tinto & Arcadium Lithium
1:11:17 Region and Deposit Focus?
1:12:03 Applying the Royalty Model to Lithium
1:12:51 Catalysts Ahead
1:14:13 Drivers of Elongated Development Cycles
1:14:44 Exploration Budgets Still Tight
1:15:17 Chile’s Importance in Global Copper Production
1:15:57 China’s Strategic Domination in EVs & Renewables
1:17:00 Drivers of Costa Fuego’s Significant Resource Growth
1:17:54 Importance of Water Rights in Mining
1:18:59 Hot Chili Catalysts Ahead
1:20:52 The Copper Shortage
1:24:21 Copper Prices High Enough to Incentivize exploration?
1:26:26 An Underappreciated Source of Demand
1:27:40 Importance of Capital Return in Mining
1:28:51 Amerigo: The Copper Utility Model Explained
1:30:57 Bid/Ask ETF Research: Uranium ETFs
With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals!
This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant.
Topics:
0:00 Intro
2:03 Valuing Gold: A Historical Context
5:53 Gold Demand: Emerging Markets vs. Developed Markets
8:34 Gold Miners vs. Physical Gold
14:40 The Golden Age for Scarce Assets
19:21 The Value of Gold as a Diversifier
22:42 Gold vs. Silver in a Portfolio Context
24:38 The Structural Decline of Europe
27:37 The Outlook for Scarce Assets
31:09 The Drivers of the Gold/Silver Ratio
32:17 Renewable Energy Demand for Silver
33:32 The Scarcity of Quality Silver Assets
35:05 What Drivers Underpin a Valuable Silver Mine
37:11 Silver Miners: Historical Drivers for Valuation Rerating
39:02 Silver & Gold Miners: M&A Cycle
41:02 Tier 1 Silver Development: Panuco Silver-Gold Project
43:24 High Grade Silver: Santa Ana Silver - Gold Project
45:43 Key Advantages of Investing in Gold Mining Projects within Canada
47:18 The Value of Having a Permitted Mine on the Cusp of Production
48:41 The Prolific Gold Mining History of Red Lake
49:52 The Importance of the Golden Runway for Investors
51:17 The Madsen Mine in the Sweet Spot of the Golden Runway
53:30 High Grade Gold in West Africa
56:06 Scandinavian Gold Exploration
57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors
59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden
1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil
1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle
1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign
1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project
LEAD PARTNERS:
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
West Red Lake Gold Mines: https://westredlakegold.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
COMPANIES:
West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/
Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/
Kobo Resources (TSXV:KRI): https://www.koboresources.com/
First Nordic Metals (TSXV:FNM): https://fnmetals.com/
Outcrop Silver (TSXV:OCG): https://outcropsilver.com/
Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing the impact of the halving on Bitcoin and how far the current gold and silver bull markets could go. The largest LIVE event of its kind!
AGENDA (EST)
LEAD PARTNERS:
West Red Lake Gold Mines: https://westredlakegold.com/
Dolly Varden Silver: https://dollyvardensilver.com/
Amplify ETFs: https://amplifyetfs.com/
3Fourteen Research: https://www.3fourteenresearch.com/
Unlimited Funds: https://www.unlimitedfunds.com/
Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
COMPANIES:
West Red Lake Gold: https://westredlakegold.com/
Dolly Varden Silver: https://dollyvardensilver.com/
Element 79 Gold: https://www.element79.gold/
First Nordic Metals: https://fnmetals.com/
Kobo Resources: https://www.koboresources.com/
Math, Money, Bitcoin: https://www.youtube.com/@bitcoinkrueger
A conversation with Aurora Davidson, CEO of copper producer Amerigo Resources (TSX:ARG) and Rob Weir, VP of corporate development at Lithium Royalty Corp (TSX:LIRC). They talk about what the future holds for copper and lithium prices in both the short and long term.
The first spot bitcoin ETF's are now approved. Here is why we think the market is underestimating how big this will be for Bitcoin and Bitcoin miners in 2024.
Subscribe for stock specific investment research: http://grizzleresearch.substack.com/
YouTube video:
https://youtu.be/ohlGvfYMikI?si=xP11rhqH6jUURuPU
We've put together a stellar lineup for Grizzle Hard Money - Gold, Silver & Bitcoin. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind!
Agenda:
0:00 Intro
2:11 Warren Pies, Cofounder & Strategist | 3Fourteen Research
15:58 Bob Elliot, CEO & CIO | Unlimited Funds
31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV)
51:30 Shane Williams, CEO & Director | West Red Lake Gold (TSXV:WRLG)
1:06:09 Mark Brennan, CEO & Chairman | Cerrado Gold (TSXV:CERT)
1:23:03 Galen McNamara, CEO & Director | Summa Silver (TSXV:SSVR)
1:39:11 James Seyffart - Bloomberg LP
2:04:45 Sue Ennis, VP Corporate Development | Hut 8
2:18:35 Grizzle Takeaways and Wrap-up
LEAD PARTNERS: Dolly Varden Silver: https://dollyvardensilver.com/ 3Fourteen Research: https://www.3fourteenresearch.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Dolly Varden Silver: https://dollyvardensilver.com/ West Red Lake Gold: https://westredlakegold.com/ Cerrado Gold: https://www.cerradogold.com/ Summa Silver: https://summasilver.com/
Subscribe to receive Grizzle's free investment research on Substack: http://grizzleresearch.substack.com/
Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia
#gold #silver #bitcoin
Battery metals are what underpin the technologies that underpin the world's energy transition; however, investor capital has been focused on the shiny objects downstream like electric vehicles and solar panels. We believe some of the best growth opportunities can be found in the battery metals sector and at far more reasonable valuations than electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more. 2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors
15:27 Mark Selby, CEO & Director | Canada Nickel
30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management
48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd
1:05:45 Aurora Davidson, CEO | Amerigo
1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources
1:35:51 Blake Hylands, CEO | Lithium Ionic
1:51:56 Dale Ginn, CEO & Director | Lithium One
1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence
2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining
2:34:57 Closing Notes
LEAD PARTNERS: Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/ Canada Nickel: https://canadanickel.com/ Sprott: https://sprottetfs.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Canada Nickel: https://canadanickel.com/ Hot Chili: https://www.hotchili.net.au/ Amerigo: https://www.amerigoresources.com/ Ascendant Resources: https://www.ascendantresources.com/ Lithium Ionic: https://lithiumionic.com/ Lithium One: https://www.lithiumonemetals.com/ McEwen Mining: https://mcewenmining.com/ Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/
Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #lithum #nickel #copper
The nuclear renaissance is here - a clean, scalable source of baseload power. We’ve brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium! AGENDA: 0:00 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant
LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/
Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy