Analyst Articles

PDAC 2025 – Investment Leaders Forum – Rick Rule is Looking to Write Cheques

The mining investment landscape is shifting, and veteran investor Rick Rule sees opportunity. Speaking at PDAC, he emphasized that only a fraction of the 3,000 junior miners are worth investing in, urging investors to focus on management expertise, clear project objectives, and high-quality assets. He highlighted opportunities in Tier 1-bound deposits, high-quality producers like Agnico Eagle, and royalty and streaming companies. Rule also noted that single-asset producers are prime for consolidation as major mining companies seek growth. His core message: invest in quality teams, overlooked commodities, and projects with long-term potential despite prevailing market sentiment. [more]

Analyst Articles

PDAC 2025 – Commodity Outlook Keynote – Mike Henry of BHP

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]

Analyst Articles

PDAC 2025 Keynote Speakers Address Mining’s Future

The PDAC 2025 Convention, taking place in Toronto from March 2-5, features a keynote program covering four key themes: Commodity Outlook, Mining Industry Outlook, Technology & Innovation, and Discovery of the Year. Industry leaders, including BHP’s CEO Mike Henry and veteran investor Eric Sprott, will discuss the metals demand for 2050, trends in Canadian mining, and the impact of AI and satellite technology on exploration. The Discovery of the Year session will highlight the Onto copper-gold discovery in Indonesia. [more]

Analyst Articles

Revival Gold to Acquire Ensign Minerals for $21.9M, Aiming to Become One of the Largest Gold Development Companies in the US

Revival Gold Inc. (TSXV: RVG, OTCQX: RVLGF) has entered an agreement to acquire Ensign Minerals Inc., enhancing its asset base with the addition of the Mercur Gold Project in Utah. This strategic acquisition, valued at C$21.9 million, is set to increase Revival Gold’s production capabilities to approximately 150,000 ounces of gold annually, propelling it towards becoming a mid-tier heap leach gold producer in the US. The transaction includes a concurrent financing of C$7 million to support ongoing development and exploration efforts, emphasizing Revival Gold’s commitment to growth and operational efficiency. [more]

Insights from the CEO Panel on Critical Metals at PDAC 2024
Analyst Articles

Insights from the CEO Panel on Critical Metals at PDAC 2024

The CEO panel on Critical Metals at PDAC 2024, featured industry leaders from Teck, Albemarle, Vale, and BHP, and delved into the future of commodities amidst volatile markets. Discussions highlighted sustainability as a strategic advantage, the balance between growth and environmental stewardship, community engagement, and the role of technology in accelerating mineral discovery. The panel underscored the importance of secure, ethically sourced supply chains and collaborative efforts to overcome regulatory challenges. These insights emphasize the industry’s commitment to sustainable practices and innovation, ensuring a resilient supply of critical metals for the energy transition. [more]

BC - Quesnel Trough - Copper
Analyst Articles

NEW INDUSTRY REPORT – Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream

We have written an 18-page Industry Report on “Can British Columbia’s Copper Projects Meet North America’s Green Energy Dream – A Focus on the Copper Projects in the Quesnel Trough”. The report highlights the critical role of copper in advancing a de-carbonized economy and its pivotal role across various industries, including electronics, construction, and renewable energy. Highlighting the dynamics of global copper supply and demand, it explores the challenges and opportunities within the market, driven by technological advancements and the green energy transition. The report features a detailed analysis of British Columbia’s Quesnel Terrane, a major copper-producing region, and summaries of mining & exploration companies in that region. The report also offers a forward-looking perspective on copper’s contribution to the global economy and sustainable practices shaping its future. [more]

2024-02-14 PDAC - Mining in Canada North
Analyst Articles

Exploring Canada’s North: Mining Companies to Watch at PDAC

Discover the untapped potential of Canada’s North at the PDAC 2024 conference, where mining companies showcase their contributions to the global economy and green energy transition. This region, rich in critical minerals like cobalt, lithium, and gold, faces unique challenges, from environmental impacts to logistical hurdles. PDAC highlights the importance of sustainable development, Indigenous partnerships, and innovative solutions to these challenges. Join industry leaders, government officials, and Indigenous communities in discussions that shape the future of mining in the Arctic, ensuring responsible resource development and environmental stewardship. We highlight 11 companies currently operating or exploration in Canada’s North that you can meet this year at PDAC 2024. [more]