Episodios

  • Minesplaining and Effective Stakeholder Engagement (Guest Chris Stevens, Coda Minerals)
    Jul 17 2024

    In this interview, Chris Stevens, CEO at CODA Minerals, discusses how junior miners can better communicate with investors and other stakeholders.

    Here's what you will learn:

    • Chris' background in mining and impressive personal skills and hobbies.
    • A high-level overview of the Elizabeth Creek Project.
    • An overview of the Elizabeth Creek Copper-Cobalt Project
    • Chris' thoughts on how junior miners can better engage investors
    • An overview of IOCG and sedimentary copper deposits.
    • What Karl hopes to get out of Rock Talk.

    About Coda Minerals

    Coda Minerals (ASX: COD) is an advanced exploration company focused on developing the highly prospective Elizabeth Creek Copper-Cobalt Project in South Australia, aiming to generate shareholder value through technical processing expertise and new technologies in sustainable mining.

    This interview with Chris Stevens, CEO of Coda Minerals, was recorded on May 23, 2024.

    Links and Resources from this Episode

    1. YouTube Interview with Chris
    2. Coda Minerals' website
    3. Coda Minerals is listed on the ASX under ticker COD
    4. Coda Mineral's 3D VRIFY presentation.
    5. CodCast (YouTube)
    6. CodCast (Apple Podcasts)

    Follow Rock Talk and Provide Feedback

    • Visit our website at www.rocktalkpod.com
    • Subscribe on YouTube for the video format with visuals
    • Subscribe on Apple Podcasts, Spotify, or your favourite podcast app
    • Follow @karlwoll on X-Twitter
    • Do you have feedback or want to suggest a guest? Fill out this form.

    Jargon in Today's Episode

    • JORC: Joint Ore Reserves Committee Code is a set of standards used in the mining industry to classify and report mineral resources and ore reserves, ensuring the information is reliable and transparent for investors and stakeholders.
    • IOCG: Iron Oxide Copper Gold deposits are a type of mineral deposit that contains valuable amounts of iron, copper, and gold, formed from hydrothermal fluids, and are significant sources of these metals.
    • Nearology: refers to the practice of exploring and developing mineral deposits in areas near known, successful mines, based on the idea that similar geology might yield additional valuable resources.

    Timestamps

    • (00:00) Episdode intro
    • (01:45) Chris' background
    • (08:45) Elizabeth Creek Project overview
    • (11:02) Investor Engagement
    • (19:36) Sediment-hosted vs. IOCG deposits
    • (24:26) Why Rock Talk?

    Disclaimer

    This podcast is for informational purposes only and does not constitute financial advice. Investing in stocks involves risks, including the loss of principal. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

    Rock Talk does not guarantee the accuracy or completeness of its content and should not be solely relied upon for...

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    31 m
  • A Green Premium for Nickel? (Guest Scott Williamson, Blackstone Minerals)
    Jul 9 2024

    In this interview, Scott Williamson, Managing Director at Blackstone Minerals discusses his background into the mining sector, and whether the green initiatives of the Ta Khoa Project will lead to a green premium.

    Here's what you will learn:

    • Scott's path into mining and early career
    • An overview of the fascinating Ta Khoa Project in Vietnam
    • The path to net-zero carbon emissions at Ta Khoa
    • A green premium?
    • Scott's advice for those new to the industry

    About Blackstone Minerals

    This interview with Scott Williamson was recorded on May 1, 2024.

    Blackstone Minerals (ASX: BSX) is an Australian-based mining company focused on the development of its flagship Ta Khoa Nickel Project in Vietnam. The Ta Khoa project, located 160km west of Hanoi, encompasses a modern nickel mine and a proposed refinery aimed at producing battery-grade nickel sulfate for the growing lithium-ion battery market.

    Links and Resources from this Episode

    1. YouTube Interview with Scott Williamson
    2. Blackstone Mineral's website
    3. Blackstone Minerals listed on the ASX under ticker BSX

    Follow Rock Talk and Provide Feedback

    • Visit our website at www.rocktalkpod.com
    • Subscribe on YouTube for the video format with visuals
    • Subscribe on Apple Podcasts, Spotify, or your favourite podcast app
    • Follow @karlwoll on X-Twitter
    • Do you have feedback or want to suggest a guest? Fill out this form.

    Jargon in Today's Episode

    • pCAM: stands for "precursor Cathode Active Material," which refers to the raw materials used to make the cathodes in lithium-ion batteries, essential for storing and releasing energy in devices like electric cars and smartphones.
    • Definitive Feasibility Study (DFS): is a detailed and comprehensive analysis conducted to determine the viability of a mining project, including exact costs, timelines, and potential profits, to decide whether it should proceed to development.
    • Flow sheet: a diagram that shows the step-by-step process and equipment used to extract and process minerals from the ore, making it easier to understand how raw materials are turned into valuable products.
    • Concentrator: a facility where ore is processed to increase the concentration of valuable minerals by separating them from waste rock, making it easier to extract and refine the desired metals.
    • Bulk Sample: refers to collecting a large quantity of material from a potential mining site to test the composition and quality of minerals found there, helping to assess whether full-scale mining would be economically viable.
    • Reagents: chemicals used in processing ore to help extract valuable minerals from rock, by either helping to dissolve the target minerals or causing them to react and separate from unwanted material.

    Timestamps

    • (00:00) Episode introduction
    • (01:26) Scott's background in mining
    • (03:53) Ta Khoa Project overview
    • (06:59) Nickel prices and a green premium
    • (11:37) Project costs
    • (14:28) Scott's recommendations for mining newbies

    Disclaimer

    This podcast is for informational

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    17 m
  • The Ins and Outs of PEAs (Guest Luke Alexander, Newcore Gold)
    Jul 2 2024

    In this interview, Luke Alexander, CEO & President of Newcorew Gold, discusses importance of Preliminary Economic Assessments, and the key differences in Newcore's recently released 2024 PEA vs their 2021 PEA.

    Here's what you will learn:

    • Luke's background on the banking and financing side before joining Newcore Gold.
    • What Luke enjoys about the corporate side of the industry
    • What is the importance of a PEA?
    • The key takeaways and economics of Newcore Gold's updated PEA.
    • Further upside potential at Enchi, and considerations for mine site design.
    • Luke's closing thoughts on the mining sector.

    About Newcore Gold

    This interview with Luke Alexander was recorded on April 26, 2024.

    Newcore Gold (TSX.V:NCAU) owns 100% of their flagship Enchi Gold Project in Ghana, located along one of West Africa’s most prolific and developed gold trends.

    Links and Resources from this Episode

    1. YouTube Interview with Luke Alexander
    2. Newcore Gold's website
    3. Newcore Gold is listed on the TSX.V under ticker NCAU and the OTCQX under ticker NCAUF

    Follow Rock Talk and Provide Feedback

    • Visit our website at www.rocktalkpod.com
    • Subscribe on YouTube for the video format with visuals
    • Subscribe on Apple Podcasts, Spotify, or your favourite podcast app
    • Follow @karlwoll on X-Twitter
    • Do you have feedback or want to suggest a guest? Fill out this form.

    Jargon in Today's Episode

    • PEA: a "PEA" or Preliminary Economic Assessment is an initial study to determine the potential viability and profitability of a mining project before more detailed and expensive evaluations are undertaken.
    • NPV: "NPV" or Net Present Value is a financial metric used to assess the profitability of a project by calculating the difference between the present value of cash inflows and outflows over the life of the project.
    • IRR: "IRR" or Internal Rate of Return is a financial measure used to evaluate the profitability of a project, representing the annualized effective compounded return rate at which all the project's net cash flows (both incoming and outgoing) are equal to zero.
    • AISC: "AISC" or All-In Sustaining Cost is a comprehensive measure that captures the total expenses associated with producing metals from a mine, including operating costs and additional expenses necessary to maintain production.
    • Along strike: refers to the direction parallel to the length of a geological feature, such as a layer of rock or a vein of ore, following its natural horizontal extension.
    • Long section: a vertical slice through the ore body or geological structure, providing a side view that helps in understanding the depth and distribution of the minerals within.
    • High-grade chutes: refer to areas within a mineral deposit where the concentration of valuable minerals is significantly higher than the surrounding ore, often leading to more profitable extraction.

    Timestamps

    • (00:00) Episode introduction
    • (01:44) Luke's background in the industry
    • (03:26) Playing the long game and the cyclical nature of mining
    • (06:48) What is a...
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    24 m
  • The World of Technical Reports Explained (Guest Josh Serfass, Integra Resources)
    Jun 25 2024

    In this interview, Josh Serfass, Investor Relations at Integra Resources, provides a fascinating look at the often complex world of technical reports - PEAs, PFSs, and FSs.

    Here's what you will learn:

    • Josh's unique journey into the industry through a batch of baked goodies.
    • A simplified explanation of the critical technical reports junior exploration companies need to navigate.
    • The upside potential at Integra Resources’ DeLamar project and the upcoming Feasibility Study.
    • Josh’s top tips for anyone new to the industry.

    About Integra Resources

    This interview with Josh Serfass was recorded on April 15, 2024.

    Integra Resources (TSX.V:ITR) owns the DeLamar Project, a development-stage gold and silver project, in southwestern Idaho. The project has a large resource base, significant exploration potential, and the ability to leverage existing infrastructure and historical mining facilities.

    Links and Resources from this Episode

    1. YouTube Interview with Josh Serfass
    2. Integra Resources website
    3. Integra's PFS Deck (VRIFY 3D Model)
    4. Integra Resources is listed on the TSX.V under ticker ITR

    Follow Rock Talk and Provide Feedback

    • Visit our website at www.rocktalkpod.com
    • Subscribe on YouTube for the video format with visuals
    • Subscribe on Apple Podcasts, Spotify, or your favourite podcast app
    • Follow @karlwoll on X-Twitter
    • Do you have feedback or want to suggest a guest? Fill out this form.

    Jargon in Today's Episode

    • GIS: Geographic Information Systems is a technology used to analyze and visualize geographic data to help locate mineral deposits and plan mining operations.
    • IR: Investor Relations, which involves managing communications and relationships between the mining company and its investors to provide updates and information about the company’s performance and prospects.
    • Deposit: a natural concentration of minerals within the Earth that can be economically extracted and used.
    • Ore body: a concentrated accumulation of minerals within the Earth's crust that contains enough metal to be economically extracted and processed.
    • Metallurgy: refers to the science and technology of extracting metals from their ores, refining them, and preparing them for use.
    • Heap leach pad: a large, lined area where piles of crushed ore are placed and irrigated with a chemical solution to extract valuable metals like gold and copper.
    • Flotation plant: a facility where the flotation process is used to separate valuable minerals from ore by mixing crushed rock with water and chemicals, causing the minerals to float to the surface for collection.
    • (Non) Oxides: "oxide" refers to minerals containing oxygen that are often easier to process, while "non-oxide" refers to minerals without oxygen, typically requiring more complex extraction methods.

    Timestamps

    • (00:00) Introduction
    • (02:09) How did Josh get into mining?
    • (04:55) Josh's approach to learning the industry
    • (07:28) An overview of...
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    17 m
  • Using AI for Gold Exploration (Guest Michael Hudson, Southern Cross Gold)
    Jun 18 2024

    In this interview, Michael Hudson, Managing Director of Southern Cross Gold, discusses how SXG is approaching exploration and leveraging VRIFY AI.

    Here's what you will learn:

    • Michael Hudson's 30+ year career in geology and mining exploration
    • Why Michael Hudson decided to revisit some of his old projects
    • How Southern Cross Gold is using a new AI tool to aid their exploration efforts
    • How to become a more informed investor in the mining industry

    About Southern Cross Gold

    This interview with Michael Hudson was recorded on April 2, 2024.

    Southern Cross Gold owns 100% of their flagship project at Sunday Creek, one of Australia's most exciting grassroots gold discoveries in recent times.

    Jargon in Today's Episode

    • Porphyry: Refers to a type of ore deposit that forms from mineral-rich fluids associated with magma, containing valuable metals like copper, often found in large, low-grade concentrations.
    • Staking: Refers to the process of marking off a piece of land where you have the rights to explore for minerals.

    Links and Resources

    1. YouTube Interview with Michael
    2. Southern Cross' website
    3. Southern Cross is listed on the ASX under ticker SXG

    Follow Rock Talk or Provide Feedback

    • Visit our website at www.rocktalkpod.com
    • Subscribe on YouTube for the video format with visuals
    • Subscribe on Apple Podcasts, Spotify, or your favourite podcast app
    • Follow @karlwoll on X-Twitter
    • Do you have feedback or want to suggest a guest? Fill out this form.

    Timestamps

    • (00:00) Introductions
    • (01:40) What is Rock Talk?
    • (04:02) How did Michael get into mining?
    • (05:30) Michael's career leading up to SXG
    • (07:36) Where things are with SXG currently
    • (09:53) How do companies decide where to drill?
    • (13:59) Using AI for gold exploration
    • (22:07) Michael's best advice for new investors in mining

    Disclaimer

    This podcast is for informational purposes only and does not constitute financial advice. Investing in stocks involves risks, including the loss of principal. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

    Rock Talk does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. Rock Talk is not liable for representations, warranties, or omissions in its content. By accessing our content, users agree that Rock Talk bears no liability related to the information provided or the investment decisions you make.

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    25 m