Grizzle Pod: Thematic Growth Investing

Mines X Metals was on the sidelines and on the show floor of the world's largest mining conference (The Prospectors & Developers Association of Canada) hearing from CEOs on what the future holds for commodities in 2026.CONTENT0:00 Intro8:21 Cambria Gold (TSXV:CAMB) - Rob Mcleod, CEO20:50 Newcore Gold (TSXV:NCAU) - Luke Alexander, CEO29:41 Silver Viper Minerals (TSXV:VIPR) - Adam Cegielski, Chairman38:34 Power Metallic (TSXV:PNPN) - Terry Lynch, CEO54:09 Ecora Royalties (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO1:04:09 Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO1:15:35 Metallic Minerals (TSXV:MMG) - Greg Johnson, CEO1:24:40 Hot Chili (TSX:HCH) (ASX:HCH) - Andrea Aravena, VP Geology1:34:56 Stillwater Critical Minerals (TSXV:PGE) - Michael Rowley, CEO1:43:43 Galleon Gold (TSXV:GGO) - David Russell, CEO1:53:19 First Phosphate (TSXV:PHOS) - John Pasalaqua, CEO2:01:17 Viva Gold (TSXV:VAU) - Jim Hesketh, CEOCOMPANY WEBSITES:Anfield Energy (TSXV:AEC) (NASDAQ:AEC): https://anfieldenergy.com/investors/Power Metallic (TSXV:PNPN): https://www.powermetallic.com/Cambria Gold Mines (TSXV:CAMB): https://cambriagold.com/corporate/Silver Viper Minerals (TSXV:VIPR): https://silverviperminerals.com/Ecora Royalties (TSX:ECOR) (LSE:ECOR): https://www.ecoraroyalties.com/Metallic Minerals (TSXV:MMG): https://metallic-minerals.com/Stillwater Critical Minerals (TSXV:PGE): https://criticalminerals.com/Newcore Gold (TSXV:NCAU): https://newcoregold.com/Hot Chili (TSX:HCH) (ASX:HCH): https://www.hotchili.net.au/Galleon Gold (TSXV:GGO): https://galleongold.com/First Phosphate (TSXV:PHOS): https://firstphosphate.com/Viva Gold (TSXV:VAU): https://vivagoldcorp.com/

Welcome to Commodity 1x1, a one-of-a-kind event in the resource sector. We are bringing you unfiltered, real-time access to the sharpest minds in the market. Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources. We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle.Join the conversation as we dissect the most critical commodities of this cycle:Precious Metals: Gold & SilverCritical Minerals: Copper, Uranium, & LithiumEnergy: Natural Gas & OilAGENDA:0:00 Intro 1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE)23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR)44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN)1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC)2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR)2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC)3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU)3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT)3:54:06 OutroLEAD PARTNERS:3Fourteen Research: https://www.3fourteenresearch.com/Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/Power Metallic (TSXV:PNPN): https://www.powermetallic.com/CORPORATES:Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspxNewcore Gold (TSXV:NCAU) https://newcoregold.com/Copper Giant (TSXV:CGNT) https://coppergiant.co/

Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt. COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/Agenda:0:00 Intro◼️Supply & Demand2:44 The Strategic Importance of Critical Minerals4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks5:47 Preferred Commodity Exposure 7:02 Where will Copper Supply Growth Come From?8:18 Underappreciated Sources of Lithium Demand9:07 Where is Consensus Wrong?10:57 The Value of Commodities vs. Financial Assets13:13 Copper Supply Disruptions17:14 Copper vs. Oil 19:54 Energy Security: Nuclear Power & AI21:12 International vs. Domestic: Buyers of Emerging US Uranium Production22:19 US-Russian Relations & The Western Uranium Complex◼️Capital & Financing 22:50 Funding Environment vs. Past Cycles29:08 Royalty Pricing 31:13 Investor Appetite for Copper Investments33:13 Majors and Limited Copper Assets35:12 Governments Taking Stakes in Critical Minerals Companies36:03 New Uranium Investors36:43 Will the US Government Continue to Ease the Path to Production?37:29 The Evolution of Lithium Pricing◼️Company Specific38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel 44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs49:51 Anfield Energy: Uranium 56:36 Lithium Royalty Corp: Lithium59:47 Hot Chili: Copper

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our 4th episode we were joined by: Silver Viper (silver - TSXV:VIPR) & Brixton Metals (gold/copper - TSXV:BBB)Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our 4th episode we were joined by: Power Metallic (copper / polymetallics - TSXV:PNPN) & Northern Superior Resources (gold - TSXV:SUP) Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our 3rd episode we were joined by: Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS). Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our 2nd episode we were joined by: Anfield Energy (uranium - NASDAQ:AEC | TSXV:AEC) & Cerrado Gold (gold/critical minerals - TSXV:CERT). Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why investors should invest in the stock today vs. wait and see Outline realistic M&A optionality

Grizzle & Hilltower launch our new show on X: Commodity Navigator! The goal is to investigate small & mid cap commodity companies, ask them questions about their project from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our inaugural episode we had First Nordic Metals (gold - tsxv:FNM) & Silver47 (silver - tsxv:AGA) join us. Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why investors should invest in the stock today vs. wait and see Outline realistic M&A optionality

Live discussions with the top commodity portfolio managers, strategists and management teams - the biggest LIVE event of its kind! We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium and lithium. AGENDA (EST): 0:00 Intro 2:16 Warren Pies, 3Fourteen Research 22:00 James Seyffart, Bloomberg 40:45 Terry Lynch, Power Nickel (TSXV:PNPN) 1:00:52 Gwen Preston, West Red Lake Gold (TSXV:WRLG) 1:21:58 Aurora Davidson, Amerigo (TSX:ARG) 1:38:17 Jeroen Blokland, Blokland Smart Multi-Asset Fund 1:57:35 Leigh Goehring, Goehring & Rozencwajg Associates 2:35:28 Rob Weir, Lithium Royalty Corp (TSX:LIRC) 2:49:41 Christian Easterday, Hot Chili (TSXV:HCH) (ASX:HCH) 3:09:34 Taj Singh, First Nordic Metals (TSXV:FNM) 3:27:33 Tracy Shuchart, Hilltower Resource Advisors 3:51:30 Paul Sarjeant, Kobo Resources (TSXV:KRI) 4:11:40 Ian Harris, Libero Copper (TSXV:LBC) 4:34:20 Rupert Mitchell, Blind Squirrel Macro 4:54:50 David Dziekanski, Quantify Funds (NYSE:BTGD) 5:11:50 Outro LEAD PARTNERS: 3Fourteen Research: https://www.3fourteenresearch.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/ West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/ Power Nickel (TSXV:PNPN): https://powernickel.com/ Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/ Hot Chili (TSXV:HCH): https://www.hotchili.net.au/ CORPORATES: Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/home/d... First Nordic Metals (TSXV:FNM): https://fnmetals.com/ Libero Copper (TSXV:LBC): https://www.liberocopper.com/ Kobo Resources (TSXV:KRI): https://www.koboresources.com/ Quantify Funds (NYSE:BTGD): https://quantifyfunds.com/ Blind Squirrel Macro Research: https://www.blindsquirrelmacro.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/

We had a really insightful conversation with Ian Harris, CEO of Libero Copper on X Spaces, discussing the fundamentals of copper mining - a real 101 / rules of thumb for mining the critical energy metal of the future. Ian brings a wealth of insight to the pod, 20 years of experience in the industry as a mining engineer. Topics include: Macro drivers of copper supply / demand China's dominant role in production and smelting Lack of large-scale copper project developments Risk-aversion in mining and why major mining companies are more disciplined with deploying capital than before The Valley of Death - a critical phase for junior mining companies Market conditions heavily influence project funding opportunities Colombia presents significant opportunities for copper mining. Libero's Mocoa deposit: substantial resources and potential for expansion

We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel. The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal. COMPANIES: ◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in... ◼️Power Nickel (TSXV:PNPN): https://powernickel.com ◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/ ◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/ ◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/ ◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/ ◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/ ◼️Bid/Ask ETF Research: https://www.bid-ask.io/ AGENDA: ◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC ◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources ◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp ◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo ◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research Topics: 0:00 Conference Intro 2:25 More Than an Inventory Restocking Cycle? 5:01 The Uranium Reshoring Opportunity 7:53 When Will SMR’s be Ready for Primetime? 12:24 AI’s Impact on Nuclear Demand 15:01 Denison Production Outlook 17:23 Acquisitions on the Horizon? 19:56 Denison: Key Catalysts 24:44 The Strategic Importance of Uranium in America 26:51 Bipartisan Support of Nuclear Power 28:34 Uranium Market Stability Without Russian Exports 29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired 30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish 32:18 Will More Milling Capacity be Required? 32:59 Restocking Cycle or Sustainable Demand Growth 34:48 Has Public Opinion Ever Been This Positive? 36:45 Inventory Outlook & Potential Bottlenecks 39:15 America’s Role in Uranium Supply 42:30 Where We Currently Sit in the Commodity Cycle 43:26 Commodities vs. Commodity Mining Stocks 44:15 Commodity M&A Cycle 45:27 The Significant Value of Polymetallic Deposits 48:04 Nickel Market: North America vs. Indonesia 51:22 Nisk: High Grade Polymetallic Discovery 52:46 Lion Zone & Exploratory Drilling Ahead 54:35 Outlook Among Battery Metals 58:00 Ecora’s Unique Critical Metals Royalty Model 59:47 Which Royalty in the Portfolio Could Surprise to the Upside? 1:01:52 Uranium: NexGen Patterson Corridor East Royalty 1:03:32 Catalysts Ahead for Ecora 1:07:27 Lithium: Signs the Market is Close to a Bottom 1:07:58 Structural EV Demand 1:08:53 EVs: China’s Leading the Way 1:09:33 Will Lithium Remain a Key Component in Battery Chemistry? 1:10:15 M&A: Rio Tinto & Arcadium Lithium 1:11:17 Region and Deposit Focus? 1:12:03 Applying the Royalty Model to Lithium 1:12:51 Catalysts Ahead 1:14:13 Drivers of Elongated Development Cycles 1:14:44 Exploration Budgets Still Tight 1:15:17 Chile’s Importance in Global Copper Production 1:15:57 China’s Strategic Domination in EVs & Renewables 1:17:00 Drivers of Costa Fuego’s Significant Resource Growth 1:17:54 Importance of Water Rights in Mining 1:18:59 Hot Chili Catalysts Ahead 1:20:52 The Copper Shortage 1:24:21 Copper Prices High Enough to Incentivize exploration? 1:26:26 An Underappreciated Source of Demand 1:27:40 Importance of Capital Return in Mining 1:28:51 Amerigo: The Copper Utility Model Explained 1:30:57 Bid/Ask ETF Research: Uranium ETFs

With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals! This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant. Topics: 0:00 Intro 2:03 Valuing Gold: A Historical Context 5:53 Gold Demand: Emerging Markets vs. Developed Markets 8:34 Gold Miners vs. Physical Gold 14:40 The Golden Age for Scarce Assets 19:21 The Value of Gold as a Diversifier 22:42 Gold vs. Silver in a Portfolio Context 24:38 The Structural Decline of Europe 27:37 The Outlook for Scarce Assets 31:09 The Drivers of the Gold/Silver Ratio 32:17 Renewable Energy Demand for Silver 33:32 The Scarcity of Quality Silver Assets 35:05 What Drivers Underpin a Valuable Silver Mine 37:11 Silver Miners: Historical Drivers for Valuation Rerating 39:02 Silver & Gold Miners: M&A Cycle 41:02 Tier 1 Silver Development: Panuco Silver-Gold Project 43:24 High Grade Silver: Santa Ana Silver - Gold Project 45:43 Key Advantages of Investing in Gold Mining Projects within Canada 47:18 The Value of Having a Permitted Mine on the Cusp of Production 48:41 The Prolific Gold Mining History of Red Lake 49:52 The Importance of the Golden Runway for Investors 51:17 The Madsen Mine in the Sweet Spot of the Golden Runway 53:30 High Grade Gold in West Africa 56:06 Scandinavian Gold Exploration 57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors 59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden 1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil 1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle 1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign 1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project LEAD PARTNERS: Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ West Red Lake Gold Mines: https://westredlakegold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/ Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/ Kobo Resources (TSXV:KRI): https://www.koboresources.com/ First Nordic Metals (TSXV:FNM): https://fnmetals.com/ Outcrop Silver (TSXV:OCG): https://outcropsilver.com/

Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing the impact of the halving on Bitcoin and how far the current gold and silver bull markets could go. The largest LIVE event of its kind! AGENDA (EST) Introduction Warren Pies - 3Fourteen Research Bob Elliot -Unlimited Funds Shane Williams - West Red Lake Gold Shawn Khunkhun - Dolly Varden Silver Adam Rozencwajg - Goehring & Rozencwajg Associates Paul Sarjeant - Kobo Resources Taj Singh - First Nordic Metals James Tworek - Element79 Gold Tracy Shuchart - Hilltower Research Dan Weiskopf - Amplify ETFs Jeroen Blokland - Blokland Fund Fred Kreuger - Math, Money, Bitcoin LEAD PARTNERS: West Red Lake Gold Mines: https://westredlakegold.com/ Dolly Varden Silver: https://dollyvardensilver.com/ Amplify ETFs: https://amplifyetfs.com/ 3Fourteen Research: https://www.3fourteenresearch.com/ Unlimited Funds: https://www.unlimitedfunds.com/ Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: West Red Lake Gold: https://westredlakegold.com/ Dolly Varden Silver: https://dollyvardensilver.com/ Element 79 Gold: https://www.element79.gold/ First Nordic Metals: https://fnmetals.com/ Kobo Resources: https://www.koboresources.com/ Math, Money, Bitcoin: https://www.youtube.com/@bitcoinkrueger

A conversation with Aurora Davidson, CEO of copper producer Amerigo Resources (TSX:ARG) and Rob Weir, VP of corporate development at Lithium Royalty Corp (TSX:LIRC). They talk about what the future holds for copper and lithium prices in both the short and long term.

A conversation with Paul Sarjeant, the COO of West African gold explorer Kobo Resources, to talk about the potential of West Africa as an emerging gold hub. Paul has been operating in Cote d'Ivoire for over a decade and discusses at length why he thinks the country has better exploration potential than anywhere else. A useful primer on Cote d'Ivoire, judging the stability of an emerging market government, operating in emerging markets and other important topics useful for gold investors.

The first spot bitcoin ETF's are now approved. Here is why we think the market is underestimating how big this will be for Bitcoin and Bitcoin miners in 2024. Subscribe for stock specific investment research: http://grizzleresearch.substack.com/ YouTube video: https://youtu.be/ohlGvfYMikI?si=xP11rhqH6jUURuPU

We've put together a stellar lineup for Grizzle Hard Money - Gold, Silver & Bitcoin. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind! Agenda: 0:00 Intro 2:11 Warren Pies, Cofounder & Strategist | 3Fourteen Research 15:58 Bob Elliot, CEO & CIO | Unlimited Funds 31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV) 51:30 Shane Williams, CEO & Director | West Red Lake Gold (TSXV:WRLG) 1:06:09 Mark Brennan, CEO & Chairman | Cerrado Gold (TSXV:CERT) 1:23:03 Galen McNamara, CEO & Director | Summa Silver (TSXV:SSVR) 1:39:11 James Seyffart - Bloomberg LP 2:04:45 Sue Ennis, VP Corporate Development | Hut 8 2:18:35 Grizzle Takeaways and Wrap-up LEAD PARTNERS: Dolly Varden Silver: https://dollyvardensilver.com/ 3Fourteen Research: https://www.3fourteenresearch.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Dolly Varden Silver: https://dollyvardensilver.com/ West Red Lake Gold: https://westredlakegold.com/ Cerrado Gold: https://www.cerradogold.com/ Summa Silver: https://summasilver.com/ Subscribe to receive Grizzle's free investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #gold #silver #bitcoin

Battery metals are what underpin the technologies that underpin the world's energy transition; however, investor capital has been focused on the shiny objects downstream like electric vehicles and solar panels. We believe some of the best growth opportunities can be found in the battery metals sector and at far more reasonable valuations than electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more. 2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors 15:27 Mark Selby, CEO & Director | Canada Nickel 30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd 1:05:45 Aurora Davidson, CEO | Amerigo 1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources 1:35:51 Blake Hylands, CEO | Lithium Ionic 1:51:56 Dale Ginn, CEO & Director | Lithium One 1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence 2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining 2:34:57 Closing Notes LEAD PARTNERS: Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/ Canada Nickel: https://canadanickel.com/ Sprott: https://sprottetfs.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Canada Nickel: https://canadanickel.com/ Hot Chili: https://www.hotchili.net.au/ Amerigo: https://www.amerigoresources.com/ Ascendant Resources: https://www.ascendantresources.com/ Lithium Ionic: https://lithiumionic.com/ Lithium One: https://www.lithiumonemetals.com/ McEwen Mining: https://mcewenmining.com/ Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/ Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia ​ #lithum #nickel #copper

The nuclear renaissance is here - a clean, scalable source of baseload power. We’ve brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium! AGENDA: 0:00 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/ Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy

Grizzle had the opportunity to sit down with Mark Brennan, CEO of Cerrado Gold (TSXV:CERT) - an emerging mid-tier low cost gold producer, operating and building projects in South America. He's one of the industry's great mining operators, a builder that consistently delivers growth and shareholder value. Topics: 00:00 Intro 01:40 Fundamentals for gold in the current macro environment 06:00 Operating environment in South America - Brazil & Argentina 12:18 Mining in Quebec 14:11 Capital investment in Argentina and resource endowment 20:15 Bonanza grades of gold a game changer for Minera Don Nicolas 27:18 Cerrado's oversubscribed low cost project financing and the significant value for the company 32:05 Export credit funding a source of low cost of capital 37:21 Cerrado's longer term development roadmap 42:24 Hunting for mining opportunities across the metals complex - Assets are everything 45:50 Exploration a key driver to increase net present value (NPV) for Monte Do Carmo (Brazil) 49:31 The right asset needs the right team Cerrado Gold: https://www.cerradogold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/