Erik Wetterling, The Hedgeless Horseman website, discusses the value proposition in Goliath Resources and Headwater Gold, two junior gold exploration companies, based on their recent news released to the market.

David Baker, CFO of Elemental Altus Royalties (TSX.V:ELE – OTCQX:ELEMF), reviews their operational and financial results from Q2 2024, and some key royalty project updates at Diba, Karlawinda, Bonikro, Wahgnion, Caserones, and Cactus.  We also discuss the types of future acquisitions the team is working on, along with where the growth will be coming from within their existing portfolio.

Sean Brodrick outlines opportunities that he is seeing in silver and the quality silver stocks, in particular the producers with margin expansion potential in good jurisdictions.

Kyle Floyd, CEO of Vox Royalty (TSX: VOXR) (NASDAQ: VOXR), reviews the key metrics and takeaways from the Q2 2024 financials, a few significant royalty partner project updates, and the potential for a valuation rerating that is more inline with peers and based on their growing revenues.

Erik Wetterling, The Hedgeless Horseman, joins me to discuss the impact of merger and acquisition transactions within the gold and silver developers and producers; and how these deals are further consolidating down the multi-ounce resources into fewer and fewer hands. 

John Rubino discusses the large M&A deal announced today where Gold Fields Limited (NYSE: GFI) is acquiring Osisko Mining Inc. (TSX:OSK) (OTC: OBNNF) for a 55% premium. We ask John if this may point to a larger rerating in gold developers and advanced explorers,

Justin Huhn with another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector, and how he is positioning in the uranium equities in this most recent corrective move lower in the sector.

Erik Wetterling, The Hedgeless Horseman, discusses enhancing resource portfolios by positioning in gold, silver, copper, or critical minerals companies that have current 3rd-party validation through strategic investments from major mining companies, manufacturers, and cornerstone commodities activist investors. 

Jayant Bhandari reviews some arbitrage opportunities in ongoing merger and acquisition deals, and some companies that should have nice upside torque based on their work programs and current low valuations.

Luc ten Have reviews some o merger and acquisition news we’ve seen in the sector as well as the importance of seeing quality strategic partners come into developing precious metals or base metals projects. We also review 2 exploration stocks that have Luc’s attention.  

Jason Kosec, CEO of Integra Resources (TSX-V: ITR; NYSE: ITRG), unpacks their acquisition of the Florida Canyon Mine in Nevada, transforming the Company into a gold producer, that will see incoming revenues fund the development work at the DeLamar and Nevada North Projects, in Idaho and Nevada.

Fabi Lara digs in to the major demand drivers and supply disruption news underpinning a longer-term bull market for nuclear power and uranium mining.  We outline opportunities in uranium producers, developers, and explorers in the US and Canada.

Keith Bodnarchuk, CEO of Cosa Resources Corp. (TSX-V: COSA) (OTCQB: COSAF), reviews the news out today where they’ve acquired 2 more land concessions adjacent to their Orbit Uranium Project in the Athabasca Basin region of Saskatchewan.  We also discuss the drilling program that is about to start in mid-August at their Ursa Uranium Project.

Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), reviews the recent acquisition of 2 brownfields tungsten royalties, as well as an update on the Diba Mine nearing first production on Elementals royalty holdings.

Peter Krauth, joins me for a wide-ranging discussion on the silver price action, and some pro tips on investing junior silver stocks, noting New Pacific, Dolly Varden, Vizsla Silver, Summa Silver, and their value drivers.

Taj Singh, CEO, and Adam Cegielski, CDO of First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF), discuss Agnico Eagle coming in as a strategic shareholder, the 100% acquisition of the Oijärvi Gold Project in Finland, and warrants being exercised bringing in more capital to the company for exploration.

Erik Wetterling,The Hedgeless Horseman, discuss three junior companies (First Nordic Metals, Brixton Metals, Goliath Resources) with recent news out to the market; along with the bizarre environment of gold hitting all-time highs while there still a lot of trepidation and investor apathy for investing longer-term in the junior precious metals stocks.

Akiba Leisman, CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), outlines the key takeaways from the Q2 2024 operations at the San Albino Mine in Nicaragua, a recap of recent exploration results from Las Conchitas, the approval of their EIA, and the acquisition of Goldsource Mines in Guyana.

Marc Bishop Lafleche, CEO of Ecora Resources (TSX: ECOR) (LSE:ECOR) (OTCQX:ECRAF), provides a comprehensive overview of their 21 royalty and streaming assets, across 5 continents, providing diversified future-facing commodities exposure to the metals critical for the energy transition theme.

David Awram, Sr. Executive Vice President and Co-Founder of Sandstorm Gold (TSX: SSL) (NYSE: SAND), review the Q1 2024 financials and operations, and key royalty partner projects feeding into the larger growth profile over the next 5 years for this mid-tier precious metals royalty company.