Synopsis
Tracking down the biggest investment opportunities in metals and mining.
Episodes
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RI Podcast EP 62 - Mark Cutifani, Vale Base Metals
04/10/2024 Duration: 01h47minSIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Mark Cutifani has spent over 40 years in the mining industry, rising from a cadet in a coal mine to one of the most respected leaders in global mining. As the former CEO of Anglo American and now Chairman of Vale Base Metals, Mark has seen it all. In this candid conversation, we dive into his journey, from his early days in Wollongong to his leadership at some of the world's largest mining companies. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: Twitter: twitter.com/Jamie_Keech YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to te
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RI Podcast EP 61 - John Harpole, Mercator Energy
09/08/2024 Duration: 01h16minSIGN UP TO MY FREE EMAIL NEWSLETTER: resourceinsider.com John Harpole has spent over 40 years moving billions of cubic feet of natural gas across America. He is the Founder and President of Mercator Energy, a company that brokers natural gas for producers and end-users in the western United States. Today, Mercator manages over a billion cubic feet of gas per day, representing about 1% of US natural gas production. In an industry known for its volatility, where fortunes are made and lost in a day, John has unprecedented access to information. For show notes, please visit: resourceinsider.com/061-john-harpole Follow Resource Insider: Twitter: twitter.com/Jamie_Keech YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourcein
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RI Podcast EP 60 - Oskar Lewnowski, Orion Resource Partners
10/06/2024 Duration: 01h17minSIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com This is the first long form interview with the man who built the world’s largest mining private equity firm: Oskar Lewnowski. Over the last decade, Orion Resource Partners has gone from startup financier to the world’s dominant mining investment firm. There is very little information about Orion publicly available, and Oskar has never done a podcast before. After meeting last year, he agreed to sit down with me for an interview and take us behind the curtain. As public markets plunge into increased volatility, private equity investing is delivering some of the highest returns for the investors. Understanding the Orion strategy will be critical to any resource investor looking to capitalize on the commodity boom currently underway. This interview offers a truly unique perspective. Don’t miss it. *Follow Resource Insider* Twitter: twitter.com/Jamie_Keech LinkedIn: ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Lt
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RI Podcast EP 59 - Mike Hood, JDS Mining
10/05/2023 Duration: 01h01minEvery now and then on the Ri Podcast I have a guest that gets me a little bit star struck. I think to myself, this is not a person I thought I’d have the chance to sit down with for a 60-min conversation. That's where I am today with Mike Hood. Until 2018 Mike was the Commander of the Royal Canadian Air Force. He’s advised Prime Ministers, lead engagements around the world, and interacted with some of the top political and military leaders of our time. Today he’s the President of JDS Operational Technologies, a division of the JDS Group of Companies, focused on the introduction of innovative and disruptive technologies to the resource sector. In this far reaching podcast we talk: • Chinese spy balloons; • The Russian/Ukrainian conflict; • Sabotage and espionage in the mining sector; and • Why critical resources are under attack and what industry leaders should be doing about it. It was truly a pleasure to get to spend an hour learning from Mike. This episode is a must listen for anyone leading a na
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RI Podcast EP 58 - JONATHAN AWDE, Dakota Gold Corp.
25/10/2022 Duration: 01h02minJamie Keech is joined by mining entrepreneur and Dakota Gold President & CEO Jonathan Awde. Previously Jon successfully built and sold Gold Standard Ventures, and has partnered with mining titan Robert Quartermain to build Dakota Gold. Jon has strong opinions of how to create value in the mining sector and challenges the space is experiencing today. **Follow Resource Insider** Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material pu
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RI Podcast EP57 - FRED STANFORD, Rhyolite Resources
30/05/2022 Duration: 01h03minMr. Stanford is the CEO of Rhyolite Resources and an executive with 40 years of experience in the mining industry. Mr. Stanford served as President and CEO of Torex Gold Resources from 2009 to 2020, and as Executive Chairman from mid-2020 to mid-2021. He started his career at Vale Canada Limited in 1981, in 2006 he was appointed to the role of President of Vale’s Ontario operations, a position he held until June of 2009. In this conversation Fred & Jamie discuss: - The art of leadership - The role of innovation in the mining sector - The difference between running a major company vs. a start-up - The importance of treating people with respect - The problem with underground mining and how to fix it - Why Fred took over a tiny exploration company - What Fred plans to do the the "last gig" of his career - and much more! A must listen for any mining investor serious about finding and supporting great teams. ***Follow Resource Insider*** Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.l
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RI Podcast EP 52 - Adam & Jack Lundin, The Lundin Group
19/08/2021 Duration: 58min***EPISODE 52*** Jack & Adam Lundin are part (½ to be exact) of the 3rd generation of mining entrepreneurs known as the “The Lundin Group”. Started by their grandfather Adolph and currently led by their father Lukas the Lundin Group is one of the most successful natural resource organizations in history. They explore, build and operate mining & energy projects around the globe. Their portfolio consists of a range of commodities including gold, copper and oil. In this conversation Jamie, Jack & Adam discuss: - How to succeed as the 3rd generation of a mining family. - Lessons learned through 3 generations of resource entrepreneurship. - The formation and current structure of the Lundin Group. - Why the Lundin’s have been able to perform in jurisdictions where many others have failed. - The companies Adam and Jack are currently leading. - The future focus of the Group. The Lundin’s are perhaps the only true dynasty in the mining world. This one’s a must listen, Enjoy! ----- DISCLAIMER: Past perform
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RI Podcast EP 51 - Zimi Meka, CEO, Ausenco
26/07/2021 Duration: 58min***EPISODE 51*** Zimi Meka is the founder and CEO of Ausenco engineering, one of the most respected engineering and construction firms in the mining industry. Launched in Australia Ausenco has expanded around the globe and now takes on some of the most complicated project on the planet. In this conversation Jamie and Zimi discuss: - Disarming landmines in Loas. - Why working in challenging jurisdictions can be an advantage. - How to create world class teams. - What makes a great mining engineer? - What should investors consider when investing in development stage projects? - What does it take to launch an engineering firm at 31-years-old? - Where Zimi is seeing money flow in the commodities space right now. - Who are the better miners: Australians or Canadians!? Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/channel/UC_njmAj3pzvr8JvkW8yjoa
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RI Podcast EP 50 - Dan Earle, CEO Solaris Resources
22/06/2021 Duration: 01h17min***EPISODE 50*** Dan Earle is the CEO of Solaris Resources a copper/gold exploration company focused on Ecuador and the Americas. Prior to joining Solaris Dan spent more than a decade at TD Bank as was one of the most respected analysts in the mining sector. In this conversation Dan and Jamie discuss: - Why he left a stable lucrative career to run an exploration company. - The unparalleled track record of the Augusta Group & Richard Warke. - The amazing discoveries of David Lowell, and why he truly is the worlds greatest explorer. - Fundamentals of the copper market and why dan believes we'll see $6 copper this cycle. - The nature of truly world class deposits; and - Much more. This is one of the best Ri Podcasts we've ever recorded. If you are a mining investor skipping this interview is a career limiting move. Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk YouTube: https://youtu.be/GdlDwjYdHVA Twitter: https:/
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RI Podcast EP 49 - Jeff Stibbard, Founder & CEO, JDS Energy & Mining
16/06/2021 Duration: 01h22min***EPISODE 49*** Jeff Stibbard is the founder and CEO of JDS Energy & Mining. He is a mining engineer with over 30 years of experience in mine design, construction and operations. JDS is a mid-tier mine evaluation, design, construction and operating company with several related surrogates, employing in excess of 150 professionals. In this conversation Jeff and Jamie discuss: - The effects of covid-19 on Canada and the mining industry - The importance of building synergies & cashflow - Why long term thinking is so rare, but critical to success in the mining business - Why young professionals should skip the MBA and go work in a mine - How Jeff took a job at BHP and turned it into a launch pad for entrepreneurship - Why investor need to wake up take stock of what's required to deliver the critical metals the world needs - The growing role of ESG in the mining business and what JDS is doing about it. Jeff Stibbard is not a man that does things half way... including this podcast. I hope you enjoy it as m
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RI Podcast EP 48 - Alex Tsukernick, President & CEO; Nova Royalty
12/06/2021 Duration: 49minwww.resourceinsider.com ***EPISODE 48*** Alex Tsukernik is the co-founder and CEO of Nova Royalty and a former investment banker. Most royalty companies that are focused on precious metals, where as Nova is all about copper. In this interview Alex: - Tells us why he bet early on the coming energy revolution; - Explains how current global remind him of the fall of the Soviet Union (where he grew up); - Gives insight into the moment he new he needed copper exposure; and - Tells us everything we need to know about Nova Royalty This is one of the most fascinating conversations I've had in a long time. Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk YouTube: https://youtu.be/BvRvWvypUUc Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeec... ----- DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financi
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RI Podcast EP 47 - Walter Coles, Skeena Resources
11/06/2021 Duration: 01h06minwww.resource-insider.com ***EPISODE 47*** In this episode, Jamie sits down with Walter Coles the CEO of Skeena Resources. Jamie and Walt discuss in depth the long road to Skeena's success, what it takes to discover and build a world class mine and the inevitable ups and downs along the way. Mining is a tough business's and Walt is unusually candid regarding the mistakes he's made, the challenges his team has faced, and how they've perceived to overcome them. This episode is a must listen for anyone who wants an inside view into the world of a mining executive. Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk YouTube: https://youtu.be/YaNYUNDh8nk Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeec... ----- DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financial advisors. Our role is that of a
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RI Podcast EP 46 - Peter Bell & Mark O’Dea, Northwest Copper
10/06/2021 Duration: 01h30swww.resource-insider.com ***EPISODE 46*** In this episode, Jamie sits down with Peter Bell, President & CEO, and Mark O'Dea, Chairman, of Northwest Copper. Mark is the founder and Chairman of Oxygen Capital, to learn more about that and his background check out RI Podcast EP 21: https://soundcloud.com/resource-insider-podcast/episode-021-mark-odea-oxygen-capital In this conversation Mark and Peter discuss a broad range of topics. If you are interested in junior mining, analyzing potential investments, the copper market, or making money, this is a much watch. Key topics discussed include: - Northwest Copper: what is it and how did it come to be? - Geology and Metallurgy: the two most important aspects of any project. - Why catalyst-rich projects are important as an investor. - Why Peter chose to work on Northwest Copper with Mark O'Dea after leaving behind a lucrative investment banking career. - Why copper? Why now? Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Y
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RI Podcast EP 45 - Stephen Stewart, The Ore Group
21/04/2021 Duration: 01h01minwww.resource-insider.com ***EPISODE 45*** In this episode, Jamie sits down with Stephen Stewart, Chairman of The Ore Group. During this far ranging conversation Jamie and Stephen dive into a range of topics including: - What's in the Ore Groups portfolio? - When should companies buy ounces in the ground vs. spending money exploring? - The opportunities and challenges ahead of the next generation of mining professionals. - Young Mining Professionals (YMP) what this group is, and why you need to know about it Enjoy! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ Youtube: https://youtu.be/SkFTF8ZZm2g ----- DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financial advisors. Our role is that of a publisher and the role of our editors is to provid
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RI Podcast EP 44 - Mike Allen, Northern Vertex Mining
08/04/2021 Duration: 44minwww.resource-insider.com ***EPISODE 44*** In this episode, Jamie sits down with Mike Allen, President of Northern Vertex Mining. They discuss the evolution of Northern Vertex Mining, its recent acquisition of Eclipse Gold Corp, and the future of gold mining and discovery in the Western United States. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Youtube: https://youtu.be/7v2Zfmt_XaQ Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ----- DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financial advisors. Our role is that of a publisher and the role of our editors is to provide you with information that you can use to make your own decisions. INFORMATION PUBLISHED AS PART OF THIS SERVICES OR ON OUR SITES IS NOT INVESTMENT ADVICE, IS NOT TO BE INTERPRETED AS SUCH, AND IS NOT DESIGNED TO MEET YOUR PERSO
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RI Podcast EP43 - Mathias Maurer & Simon Tobler, Torck Capital
06/04/2021 Duration: 51minIn this episode, Jamie sits down with Mathias Maurer and Simon Tobler, founders of Torck Capital. Mathias and Simon closed their cryptocurrency fund in 2020 and have shifted their focus to natural resources, specifically mining. In the first half of the conversation, they dive into crypto, NFTs, and where they see these alternative markets going in the next few years. The back half of the conversation is full of chat about why they made the switch to mining, why now, and how retail investors can best allocate their capital into todays markets. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Youtube: https://youtu.be/RgRLsazvWYk Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ----- DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financial advisors. Our role is that of a publisher and the role o
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RI Podcast EP42 - Owen Hegarty, EMR Capital
17/03/2021 Duration: 01h02minwww.resource-insider.com ***EPISODE 42*** In this episode Jamie Keech sits down with Owen Hegarty, the Founder & Executive Chairman of EMR Capital (a multi-billion dollar mining private equity firm). In this conversation Jamie and Owen discuss: - Owen's career from his early days at Rio Tinto. - Growing Oxiana Ltd. from junior explorer to multi-billion dollar producer. - Why commodity prices are starting to move higher for the first time in a long time. - The impact that COVID-19 has had on the mining sector, and how it’s accelerated several trends that were already in place. - Why the green energy revolution will change the way we value metals such as aluminum, copper, and nickel. - What private equity firms look for when acquiring assets and how this differs from traditional mining companies. - The secret to finding good people and building highly effective teams. - The core value pillars EMR considers before making an investment. Enjoy this far ranging conversation. ***Follow Resource Insider*** Y
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RI Podcast EP39 - Rick Clark, MONTAGE GOLD & ORCA GOLD
10/12/2020 Duration: 01h20minwww.resource-insider.com ***EPISODE 39*** Rick Clark is a long time mining executive with the Lundin group of companies. He was the CEO of Red Back Mining which sold to Kinross Gold for $7,000,000,000.Today Rick is the Chairman of Montage Gold and the CEO of Orca Gold, where he is focused on unlocking potential in the Cote d'Ivoire and Sudan. In this wide ranging conversation Rick & Jamie discuss how Rick went from corporate lawyer to mining entrepreneur, the importance of putting your money were your mouth is, what it's like to receive a $7B payday, and how Rick and the Lundin group have been able to execute and deliver value for shareholders in some of the wildest places on the planet. This was a fun one!! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk SoundCloud: https://soundcloud.com/resource-insid Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI Podcast EP38 - Cherie Leeden, Gold Bull Resources
09/12/2020 Duration: 51minwww.resource-insider.com ***EPISODE 38*** Cherie Leeden is the CEO of Gold Bull Resources, a Nevada focused exploration company focused on epithermal gold deposits. In this conversation Cherie and Jamie discuss how her experience as an Australia explorer, focused on "under cover" exploration, has given her a significant advantage when exploring proven jurisdictions such as Nevada. Cherie discusses the importance of creating the right corporate culture and how she's utilized culture to attract quality talent to the Gold Bull team. Cherie also gets into the unique challenge of being a female geologist/mining executive, and some of the tactics she's employed to manage motherhood, field work, and executive roles around the world. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk SoundCloud: https://soundcloud.com/resource-insid Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI Podcast EP37 - Steve Zuker & Ken Balleweg, Pucara Gold
06/11/2020 Duration: 38minwww.resource-insider.com If you are a mining investor you need to know about Pucara Gold. In this podcast, I interview Steve Zuker, CEO, and Ken Balleweg, VP Exploration, of Pucara Gold. Steve is a geologist with over 30 years of experience in economic geology and exploration in Asia, and North and South America. His last 22 years have been focused on exploration in Peru. Ken is also an exploration geologist with more than 30 years of exploration and production experience and a world expert on HSE deposits. Pucara Gold is focused on exploring for High Sulphidation Epithermal (HSE) gold deposits in Peru. These type of deposits are some of the most profitable to mine on the planet and can be massive. The Pucara board consists of some of the most well-respected industry names in the business including: George Salamis, David Awram, Keith Laskowski, and Andy Swarthout. The list of investors backing this company is even more impressive. In this Podcast we discuss: Why are Pucara's undrilled HSE targets