🎙️ @BlueMoonMetals is best known for their Springer Tungsten, Nussir Copper and namesake Bluemoom mines in development - but they did a deal earlier this year with @TeckResources on an asset which has great cashflow potential
@AdventusCEO shares his enthusiasm for Apex here 📺 ⬇️
Not investment advice, always do your own due diligence.
m.youtube.com/shorts/Wx179qO…
$moon.v $bmm #criticalmetals #development #fgermanium #gallium #mining #mintwit
@jmillette77 @TheMiningBull @simonkuipers @MagonPeter
Caught up 🎙️with @AdventusCEO Christian, CEOat Bluemoon Metals. They are advancing at lightning pace developing Springer Tungsten, Apex, Nussir and Bluemoon. They also just added Turner copper gold vms in the Western US. We talk about their significant partnership and deal to fund the Springer APT with Elmet and @EQResourcesASX . Christian also shares how in his opinion one of either Springer or Apex alone could justify their market cap. Enjoy!
Always do your own due diligence.
m.youtube.com/watch?v=xBb3g5…
#tungsten #copper #criticalmetals #mining #mintwit
@AllStreetsWolf @simonkuipers @TheMiningBull @MagonPeter @jmillette77
$MOON.V
$BMM
Had a great conversation🎙️ with @TheMiningBull who is celebrating his one year anniversary 🎉 as a full time resource investor. Lots of great tips, some wins, losses and a walkthrough on some early stage exploration companies he follows.
Enjoy!
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=UYTxID…
Background & Early Experience
0:23 Introductions
0:51 Michiel’s Background
1:50 Discovering Commodity Stocks
2:37 Physical Metals & Majors
4:01 Rough Start: Market Tops
4:45 Sponsor: Kalshi
8:19 First Big Win: Wildcat Silver 9:15 Arizona Mining 11:16 Why Wildcat Silver?
Strategy & Insights
12:51 Royalties & Capital Preservation
14:56 Management vs. Project 18:39 Humbling Lessons: Evergold 20:27Srnan Gold
21:50 Selling Winners 23:19 Contrarian Buying Commodity Outlook 25:08 Preferred
Commodities
25:20 Gold 25:50 Copper
27:28 Uranium & Oil
28:57 Critical & Defense Metals
29:47 Silver
Exploration Stocks
30:42 Precore Gold
34:18 Trinity One Silver
38:43 Westgold Metals 41:53 Bitterroot Resources
46:44 Kingfisher Metals
50:23Andina Copper
Q&A & Advice 52:47 Sourcing New Companies
53:56 Transitioning to Full-Time
55:01 Advice for Junior Mining Investors
$PRCG $TOM $WGM $BTT $KFR $ANDC #gold #silver #index #boardroom @AllStreetsWolf @simonkuipers @MagonPeter @jmillette77
Spoke to Drew 🎙️ at Summit Royalties. Lots of excitement around the Banyan royalty and a notable ramp up of revenue in 2027 and 2028. Enjoy!
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=9o4_Hw…
#gold #silver #royalty
$SUM $SUMMF #index #boardroom
@TheMiningBull @AllStreetsWolf @simonkuipers @MagonPeter @jmillette77
Spoke 🎙️with Mark at EDM Resources⛏️ @EDMresources . It’s a zinc lead mine restart in Nova Scotia with a headstart due to sunk infrastructure costs from past production. They have a few unique levers and just started assaying for gold, which could shift the exploration dynamic. Enjoy!
Always do your own due diligence.
Timestamps in replies.
youtu.be/Z9e1uumFi20
$EDM.NE $EDM $EDFF $EDM.V
#zinc #lead #gold #development #restart #scotiamine
@TheMiningBull @simonkuipers @MagonPeter @AllStreetsWolf
The Resource Update ⛏️ retweeted
Rick Rule: Monetary Destruction, Oil Shocks & the Gold Producer Ladder #... youtu.be/w8re4CXmdFM?si=a6Yc… via @YouTube 09-27-2026
Thumbnails:
00:41 Introductions
Gold, Silver & Monetary Destruction
01:49 Precious metals bull market: current phase
02:18 Fed rate hike
06:03 Long-term Fed outlook & gold impact
09:45 Silver supply deficit: does it change Rick's view?
13:01 When silver catches up to gold
Oil Shock
15:48 Strait of Hormuz/Saudi pipeline: geopolitics vs. real supply story
22:41 Peak oil: Rick vs. the common narrative
24:22 How long until oil producers realize price gains
25:57 Exxon Mobil: Rick's current take
28:25 How elevated oil prices affect gold producers
Gold Producer Ladder
Single-Asset Producers
30:31 What separates a fundable junior from the rest?
32:46 What jurisdiction margin of safety is needed?
Mid-Tier Producers
34:47 What makes them worth owning?
38:21 Where we are in the mid-tier M&A cycle
Major Producers
41:37 Discipline vs. cyclical amnesia
43:25 What's driving the premium on majors
44:21 Rick ranks your portfolio
44:45 Rule Classroom
45:56 Rule Investment Symposium 2026
47:03 Important Disclaimer
Had a great discussion 🎙️ with Rick Rule @RealRickRule recently. We spoke on gold, silver, monetary purchasing power degradation and oil in light of the Middle East impacts. We also touched on gold producers with a latter of 2 questions on each type. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=w8re4C…
#gold #silver #oil $XOM #mining #mintwit
@TheMiningBull @simonkuipers @AllStreetsWolf @MagonPeter @jenstilmanydots @jmillette77
Always great to speak 🎙️with @RealRickRule, here is a clip from our interview last Thursday (just editing it now - for release in next few days). Rick speaks about the question oil investors must confront in the wake of the oil shock and current landscape.
The full interview will also cover gold and silver, monetary degradation and questions on gold miners of all sizes.
Enjoy!
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=V0xbe6…
#gold #silver #oil #investing #mintwit
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
It was great to speak 🎙️with @Brien_Lundin recently on the current bull market in precious metals. He thinks it’s The Big One! Here’s a quick clip and will link to full interview below.
Not investment advice. Always do your own due diligence.
m.youtube.com/shorts/nSpEsei…
#gold #silver #mining #mintwit
00:23 Introductions
Macro Thematics in Precious Metals
00:56 Where are we in the Gold Cycle?
02:37 Thoughts on debasement & retail participation
04:28 What Closes the gap for silver?
Winning trades & things to look out for
05:38 First winning trade
08:11 Individual investor advantage
08:52 Great Bear Resources Win
09:45 Trends support biggest & best bull market ever
10:39 Exploration sector trends in losses
12:13 What types of companies is Brien looking at now?
Nevada M&A
15:14 Ridgeline Minerals Asset Sale to NGM
16:18 Discussion on Selena next steps
18:20 Barrick North America IPO
Royalty Companies
20:11 Royalty Co’s place in portfolio?
20:55 Differentiation for royalty companies
21:55 Overview of Empress & Summit
Yukon Gold
23:11 Banyan Gold
25:57 Parallels to Agnico consolidation in Finland
26:51 Gladiator Metals
27:20 Prospector Metals
Vizsla Copper
28:00 Latest News - Agnico vending 2 projects for 19.99% stake
30:15 Thoughts on recent high grade hits at Woodjam
Brien’s Newsletter & Conference
31:22 Gold Newsletter
32:45 New Orleans Investment Conference
Outro
36:23 Important Disclaimer
Had a great discussion with 🎙️Brien Lundin @Brien_Lundin recently. Brien is very enthused with the current metals ⛏️ bull market! We touched on gold, silver, and some of his big wins, some lessons and Ridgeline’s recent NGM transaction, the Barrick NA IPO, Banyan & their district neighbours and more. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=-TT1hu…
Companies mentioned:
$RDG.V $BYN.V $B $SUM.V $EMPR.V $GLAD.V $PPP.V $GBR
@GoldNewsletter #gold #silver #exploration #mining #investment #mintwit
Company Structure
00:24 Intros
00:40 Overview of Magna Mining
01:22 Jason’s Background
03:08 Learning’s brought to Magna
05:09 Key management & board members
08:55 Sharestructure & insider ownership
10:14 Institutional holders
10:51 Any warrants?
McCreedy West
11:10 McCreedy West - producing mine
13:22 Annual production at McCreedy West in copper equivalent
14:32 Potential to extend McCreedy West mine life
15:25 Phase 2 or ramp up levers at Mcreedy West
17:12 Current margins
18:14 Who processes the rock?
19:10 McCreedy West will be the smallest mine
Levack
20:07 Levack Overview - metals and scale
22:19 Size of 2026 drilling program at Levack
22:59 Ballpark scale of Levack production
23:44 Financing mechanisms available for Levack and Crean Hill
Crean Hill
25:16 Metals mix and development cadence
26:18 PFS in Q3 & development timeline
27:25 2024 PEA metrics
Sudbury As A Jurisidiction
29:30 Area proximal to projects for support and mining expertise
31:08 First Nations support & license to operate
32:26 Magna’s strategic advantage in the camp
Podolski & Shakespeare Development Projects
33:04 Overiew of the two projects
33:18 Podolski geology & size
34:54 Shakespeare mine type & infrastructure requirements
Finances
36:05 Alpayana’s investment speeds up Crean Hill timeline
Next Steps
37:21 What keeps Jason up at night?
39:46 Top Catalysts for Next 6 to 12 months
42:44 Tickers, website and email contacts to learn more
I sat down🎙️ with Jason @JasonJessup22 at Magna Mining @MagnaMining recently. They have a dynamic setup: a high grade, modest output producing copper, nickel, pge mine and 2 larger development ones in the queue. All mines are in Sudbury a small city and historic mining region in Ontario. Alpayana out of Peru just invested $140 million to accelerate the latter of the two in sequence. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=bu7wCE…
$NICU.NE $NICU #copper #nickel #pgm #gold #silver #mining #development #exploration #mintwit #investing $DC.A
@AllStreetsWolf @MagonPeter @TheMiningBull @simonkuipers @geigercounting
The Resource Update ⛏️ retweeted
There was @CapitanSilverC.
Then @BlueJayGoldCorp.
Now, we're working on Ravena.
If you're interested in #juniormining and #criticalminerals, this conversation with @CdnResourceInv is one you don't want to miss 🎥
Had a great discussion 🎙️with John-Mark & Julian at Riverside Resources @rivres about their BC projects, their new Ravena spin-out (Mexico projects and the overall company model. We also touch on 2 prior spin-outs: Capitan Silver & Bluejay Gold. Enjoy!
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=G_qVni…
$rri $capt $jay #exploration #projectgenerator #mining #gold #silver #mintwit #crd #ree $rri.v $capt.v $jay.v
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
Not too many junior mining company’s do spin-outs, less have done 2 and even less have done 3. But since 2020, that’s exactly what John - Mark and the Riverside Resources @rivres team has done!
✅ 2020 - Capitan Silver
✅ 2026 - Blue Jay Gold
✅ 2026 - Ravena Resources (soon to list)
They dividend out shares to $RRI shareholders at the time of transaction and keep a royalty for later.
I had a great chat🎙️ with John - Mark and Julian from Riverside (and now Ravena) Enjoy! 📺⬇️
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=G_qVni…
#gold #silver #exploration #projectgenerator #mining #mintwit
$CAPT.V $JAY.V $RRI.V
Had a great discussion 🎙️with John-Mark & Julian at Riverside Resources @rivres about their BC projects, their new Ravena spin-out (Mexico projects and the overall company model. We also touch on 2 prior spin-outs: Capitan Silver & Bluejay Gold. Enjoy!
Not investment advice. Always do your own due diligence.
m.youtube.com/watch?v=G_qVni…
$rri $capt $jay #exploration #projectgenerator #mining #gold #silver #mintwit #crd #ree $rri.v $capt.v $jay.v
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
It was great 🎙️ to speak with Jonathan Goodman, CEO of @DundeeCorp and a legend in the business.
Here he shares a view that bucks the trend for many developers in North America. He is speaking about a real example in Yancocha - a storied mine the team was partnered on. It also applies to Dundee’s pivot to operatorship that is now underway.
Here’s a clip and full interview is in comments.
Not investment advice. Always do your own due diligence.
m.youtube.com/shorts/J-ZZik_…
#mining #gold #exploration #mintwit
@MagonPeter @TheMiningBull @jmillette77 @Fantastic_MrSTX @EdgeExploration



