Nick Hodge outlines how he has been successfully “buying the dip” in gold, silver, copper, rare earths, uranium, and lithium stocks, in light of the macroeconomic factors continuing to push the purchasing power of the US dollar lower.

David Baker CFO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), reviews their Q2 2025 financials, record operating cashflows, and outsized year so far of one-off payments. We also dive into a variety of royalty partner project updates, the development growth still on tap in their portfolio of royalties, and look ahead to future acquisitions.

David Gower, CEO of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), with a comprehensive exploration update at their wholly owned polymetallic Iberian West Project (IBW), located in southern Spain.  The IBW Project includes three Volcanogenic Massive Sulfide (VMS) deposits: La Romanera, El Cura and La Infanta. We also get another update on the legal proceedings at the Aznalcóllar Project later in the conversation.

Leif Nilsson, CEO of Surge Copper (TSX.V:SURG – OTCQX:SRGXF), provides a comprehensive update covering ongoing field activities, 3 types of drilling, and various derisking work initiatives all building towards their updated Resource Estimate and Pre-Feasibility Study (PFS), at their flagship copper-molybdenum-silver-gold Berg Project in British Columbia.

Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), provides a comprehensive exploration and operations update at their producing McCreedy West copper their ongoing exploration and development work at the Levack Mine, working towards and updated resource estimate in Q3 and mine restart plan by year-end for potential production in 2026.

Oliver Friesen, CEO of Guardian Metal Resources plc (LON:GMET, OTCQX:GMTLF), provides an exploration and development update at their 2 key projects focused on tungsten and critical minerals in Nevada, USA.  We also review that the Department of Defense (DoD) has awarded the Company $6.2Million in funds under Title III of the Defense Production Act of 1950 (“DPA Title III”) to support the rapid advancement and pre-feasibility study for the Pilot Mountain Tungsten Project.

Mark Brennan, CEO of Cerrado Gold (TSX.V: CERT) (OTCQX: CRDOF), reviews the Q2 2025 operations and 20,000 meter expansionary exploration program at the producing Minera Don Nicolas gold mine in Argentina, and the upcoming development catalysts at the Lagoa Salgada VMS Project in Portugal and the Mont Sorcier Iron-Vanadium project in Quebec.

Nick Hodge, discusses the macro and micro themes that have created an “Everything is awesome,” markets melt up higher.  Nick shares how he has been positioned in trends with rare earths, copper, uranium, and precious metals stocks; while sharing best practices on managing ones portfolios.

Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), reviews H2 2025 guidance and operations at the producing McCreedy West copper mine in Sudbury, Canada.  We also review the ongoing exploration and development work at the Levack Mine, and the acquisition of a package of development and exploration projects from NorthX Nickel Corp.

Ali Haji, CEO of American Tungsten Corp. (CSE:TUNG) (OTCQB:DEMRF) (FSE:RK9), introduces this exploration and development company focused on bringing onshore tungsten mining and production capabilities to the United States through its derisked past-producing IMA Mine in Idaho.

Paul Huet, CEO of Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), provides a comprehensive overview of their producing Galena Complex, located in Idaho, USA; and the Cosalá Operations, located in Sinaloa, Mexico, as well as plans to bring in payables on antimony, copper, and expand production at both mining complexes.

Mark Brennan,  Founder and CEO of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), reviews their Q1 2025 operations and financials at Minera Don Nicolas in Argentina, the transformative recent acquisition of Ascendant Resources and the value proposition at the Lagoa Salgada VMS Project in Portugal, along with the further value and optionality at the Mont Sorcier Iron-Vanadium project in Quebec.

Leif Nilsson, CEO of Surge Copper (TSX.V:SURG – OTCQX:SRGXF), provides a comprehensive update on all derisking work and development work that is building towards a Pre-Feasibility Study (PFS), including the excellent metallurgical results at their flagship copper-molybdenum-silver-gold Berg Project in British Columbia.

Doc Jones, private activist resource investor and influencer shares his outlook on the precious metals, critical minerals, and energy sector and the related resource stocks he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.

Jamie Levy, CEO of Generation Mining Limited (TSX:GENM, OTCQB: GENMF), updates us on their fully-permitted and shovel-ready Marathon Copper-Palladium Project in Northwestern  Ontario.  We talk resources, key metrics from the Feasibility Study, options for the upcoming mine financing, and the potential for funding support from the province of Ontario.

Jason Jessup, CEO of Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), provides a review of Q1 financials and operations at the producing McCreedy West copper mine in Sudbury, Canada.  We also review the ongoing exploration and development work at the Levack Mine, working towards and updated resource estimate in Q3 and mine restart plan by year-end.  There are currently 4 drill rigs turning between the 2 properties.

David Gower, CEO of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), outlines the key metrics from the updated Mineral Resource Estimate, and improved gold recoveries from recent metallurgical testing at the wholly owned polymetallic Iberian West Project (IBW), located in southern Spain. We also get another update on the legal proceedings at the Aznalcóllar Project later in the conversation.

Oliver Friesen, CEO of Guardian Metal Resources plc (LON:GMET, OTCQX:GMTLF), introduces this exploration and development company with 2 key projects focused on tungsten and critical minerals in Nevada, USA. 

Erik Wetterling, The Hedgeless Horseman, review the key investing themes and takeaways from the 2 mining conferences and also highlights 11 different resource companies that caught his attention at the 2 events, either as portfolio positions, or new companies that he is doing more due diligence on.  

Mark Brennan, CEO of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), reviews the Q4 and full-year 2024 operations and financials at Minera Don Nicolas in Argentina, the transformative acquisition underway of Ascendant Resources and the value proposition at the Lagoa Salgada VMS Project in Portugal, along with the further value and optionality at the Mont Sorcier Iron-Vanadium project in Quebec.