CIM Toronto on LinkedIn: CIM Toronto Branch Luncheon - McIntyre Powder: Lessons for Mining Today (2024)

Last week was the 20th Resource Rising Stars conference, held on the Gold Coast run by Read Corporate. Its grown to a huge event with an audience that comes back each year so the experience is immersive as a speaker.Nicholas Read, Sharon Read and Paul Armstrong very kindly invited me to speak about the state of the mining investment sector - the recording is below.Over the years (I think I have been 10 times now) I have made a number of friends in the audience who have also become Lion Selection Group shareholders. There is a lot of commentary about #inflation, #interestrates, #volatility and the impact those have on the #equitymarket. The junior resources sector has felt the pinch:- #Commodities have softened remarkably since early 2022, despite outstanding long term commodities. Not the first time this has ever happened- Equity markets have faltered. Large miners not so much, but beneath the levels of ASX100 stocks, Resources indices have trended down since April 2022- Junior resources cos and explorers have seen liquidity dry up. Equity raisings have swung from quickly executed placements to rights issues and share purchase plans, betraying the lack of institutional money to lead a funding and putting pressure on shareholders. But most remarkably, the micro-caps in the resources space have been pummelled - the large group which sit below all indices is down almost 50% since April 2022. 87% of these companies have had a negative share price performanceIts hard to see an outlook where funding returns to the micro-caps / explorers in the resources space whilst inflation and equity market volatility prevail, and even with the outstanding commodity fundamentals - the question in my mind remains, can commodities break much higher than their recent peaks ? #mining #markets #investment #copper #gold #LionClockhttps://lnkd.in/g7E-jTgQ

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Learn about Lepidolite in the Outcrop's Mineral of Quarter:

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Well worth attending this. Retention and disposal is instrumental in our work on implementing the information lifecycle.

Well worth attending this. Retention and disposal is instrumental in our work on implementing the information lifecycle.

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Here are some of the articles from my first week at The Mon Valley Independent:

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The Prospector News Publisher Michael Fox catches up with US Gold Corp (NASDAQ:USAU) CEO George Bee at the Resourcing Tomorrow Conference in London UK. We discuss the work that has been done in 2023. Why Wyoming is a great place to do business. Final Permits are due in 2024 and then the company should be off to the races in 2024.Plans are for a Feasibility study in 2024 to bring capital costs are up to date for inflation. Expectation is for a $250 Million with preserved OPEX margins. Revenues up to offset higher costs. Plans are for a final Financing to bring the Copper King Mine back into production.About U.S. Gold Corp.U.S. Gold Corp. is a publicly traded, U.S. focused gold exploration and development company. U.S. Gold Corp. has a portfolio of exploration properties. The CK Gold Project is located in Southeast Wyoming and has a Preliminary Feasibility Study technical report, which was completed by Gustavson Associates, LLC. The Keystone exploration property is on the Cortez Trend in Nevada. The Challis Gold Project is located in Idaho.https://lnkd.in/gqqY4EdJ

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Hallgarten + Company Initiation of Coverage: Narrowing the Focus to VMS ⬇️ ~ The focus for @PantherMetals is now upon exploration for the #VMS potential of the core group of assets it holds in highly prospective areas of Ontario.Read here: https://buff.ly/48HK2lV #PALM

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High grade silver-gold intersections in North Western Queensland

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The Kansas economy is thriving and Topeka is open for business. The Capital City of Kansas’ GDP has grown by $2 billion over the last five years. The future looks bright. Now is the time for your business to choose Topeka. #economicdevelopment #topeka #kansas #kansascity

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The mining industry is a pillar of global economic development, providing essential raw materials for various industries while also actively participating in the drive towards a circular and sustainable global economy.

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