Massif Capital's Will Thomson on Why this Metal Bull Market Remains Uncomfortable
In this long-form episode of Mining Stock Daily, Trevor welcomes in Will Thomson of Massive Capital. They explore the recent performance of precious metals, the evolution of investment strategies in the resource sector, and the challenges faced by gold miners. The conversation also delves into the impact of U.S. regulatory changes on mining investments and the future of uranium and nuclear energy in the U.S. market.
In this conversation, the discussion revolves around the Democratic Republic of Congo's resource development, particularly focusing on the recent changes in ownership of Alphamin Resources and its implications. The conversation transitions into the dynamics of the copper market, exploring the effects of supply constraints and speculative investments. The dialogue further delves into broader commodity market trends, assessing whether we are in a bull cycle and the potential for price fluctuations driven by geopolitical factors. Finally, the conversation wraps up with insights on navigating market uncertainty and unpredictability, emphasizing the challenges investors face in the current landscape.
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Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.https://www.calibremining.com/
Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
