SELLEST OSAST
As mega-miners navigate high-stakes M&A rejections and tech valuations reach historic highs against lagging commodity equities, junior mining capital allocation demands precision. Direct from the field, Mat and Cejay unpack recent corporate updates, share fresh site visit takeaways, and dive into high-grade nickel-copper sulfide exploration with Michael Tucker, CEO of Perseverance Metals.
Plus:
Rapid Fire M&A & Macro: Northern Star’s rejection of Gold Fields, Anthropic's IPO rumors vs. historical metal pricing, and Sirios' capital restructuring
Site Visit Insights: Ground observations from Cheechoo Gold Property and Mackay Gold’s Comstock District properties
Dig This Deal: Mat, Cejay, and guest Michael each pitch 1 stock
Companies Mentioned:
Northern Star Resources Limited - NST.AX
Gold Fields Limited - GFI.US
Sirios Resources Inc. - SOI
Element 29 Resources Inc. - ECU
Mackay Gold & Silver Corp. - MACK
Perseverance Metals Inc. - PMI
TALON METALS CORP. - TLO
Karus Mining Inc. - KARU
Fredonia Mining Inc. - FRED
Cascadia Minerals Ltd. - CAM
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