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Mining Matters

Mining Matters: SP Angel’s John Meyer on Commodities, Capital, and Change

Mining Matters: SP Angel’s John Meyer on Commodities, Capital, and Change

7 days ago

Copper, gold, lithium and diamonds: John Meyer is one of London's best-known mining analysts. He's been top-ranked by Extel on several occasions, and is a founding partner of broker SP Angel, one of the more prominent brokers in the small-cap mining scene. In wide-ranging conversation John talks about the potential for M&A this year, the outlook for smaller caps, how the market's changed over time, which commodities are in and which are out, and where the best places to go mining are.

Mining Matters: Rare earths, with Rainbow's George Bennett

Mining Matters: Rare earths, with Rainbow's George Bennett

14 days ago

Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.

Mining Matters: Ethiopia and its opportunities, with Harry Anagnostaras-Adams

Mining Matters: Ethiopia and its opportunities, with Harry Anagnostaras-Adams

21 days ago

The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.

Copper, with former mining analyst of the year Sam Spring

Copper, with former mining analyst of the year Sam Spring

1 month ago

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

Lithium, with Zinnwald's Anton du Plessis

1 month ago

Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.

Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter

2 months ago

The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.

Amanda van Dyke: Critical Metals and the state of mining

2 months ago

What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and can the world really reach the targets that have been set for it?

Mining Matters: Shaun Day from Greatland Gold

2 months ago

Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the company is now producing and cashflow is coming in. An ASX listing is now planned. Managing Director Shaun Day talks us through it all, and outlines what plans the company has going forward.

Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?

3 months ago

Wheaton Precious Metals is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.

Helium: what is it, why's it so valuable, and how do you find it? With Andy Carroll of Mosman

3 months ago

The helium price has soared in recent years as demand from hi-tech industries has risen and supply has struggled to keep pace. Much of the oil and gas skillset is transferable to helium, but there are significant differences. Mosman's Andy Carroll takes us through the geology, the extraction techniques, processing, sales pricing and overall market dynamics of the helium market. The US and Australia are key, but there are also major production hubs in Qatar and Russia, although no one player controls pricing or supply. Carroll weaves it all together, and also talks about his own experiences in the industry

Graphite: all you need to know about batteries, markets and mining, with Mike Ralston

3 months ago

On this episode of Mining Matters, Vox Markets' Alastair Ford speaks with Mike Ralston, CEO of Blencowe Resources, about graphite—what it is, what it's used for, how it is mined, processed, shipped, and delivered, and who buys it.

Mining Matters: Golden Prospect talks gold

4 months ago

Whither goest gold? Keith Watson and Robert Crayfourd of Golden Prospect Precious Metals talk gold, gold equities, investment strategies, ETFs, risk, Trump and the macro-economic outlook. The bottom line? - gold is the place to be.

Mining Matters: Bob Archer on silver, gold, markets, and Pinnacle

4 months ago

Silver vs gold vs markets. Bob Archer has decades of experience mining silver and gold, and knows the market dynamics of both metals better than most. He shares the insights he's gleaned over the years, and tells us about a new Mexican deal he's putting together inside Venture-listed Pinnacle Silver & Gold

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