Category Archives: Podcast

Gecko Podcast: Eclipse Gold – Potentially the next ‘market darling’ in the gold space

After successes such as Underworld, Newmarket Gold (sold to Kirkland Lake) and the most recent one, Northern Empire, the team is again back together on a new venture.

When Coeur Mining bought Northern Empire in 2018, the team had succeeded yet again. Eclipse Gold Mining is a brand new company on its way to a public listing in Q1, 2020.

This time around, Doug Hurst and Mike Allen have created another A-team, backed and supported by some key persons behind Sandstorm Gold.

Just like with Northern Empire, the Eclipse team has found a project that tick all the right boxes:
* Nevada – The best mining jurisdiction in the world
* High Grade & Open Pit – The best way to mine
* Underexplored – Lots of upside potential
* Increased Land Package – Staked more ground, now 75 Sq Km large
* Management – They have done it before

Standard Lithium – On Its Way To Become The Next U.S. Lithium Producer

Still after almost a year of owning Standard Lithium in our portfolio, this lithium junior is still our #1 pick if we would buy only one lithium company today. And when one thinks it doesn’t get any better, it actually does.

Standard Lithium is advancing two world class U.S. lithium projects simultaneously. If one is thinking of investing in a North American lithium junior, there is really no comparable.

In this interview, CEO Robert Mintak updates us on everything that is going on with SLL’s projects in California and Arkansas.

To find out more about Standard Lithium, download their company presentation (pdf) and visit their website.

An important interview directly related to the lithium (and cobalt) market can be found here (March 2017).

Northern Empire (TSX:V-NM) – Another Takeout Opportunity From The Team Behind Newmarket Gold

Is there such a thing as the perfect junior mining company? Perhaps not, but one of the stories that tick most of our boxes right now, is Northern Empire.

We want to bet on people who have done it before, been successful in creating value for their investors. Northern Empire have that as this management have been involved in previous take-outs such as Newmarket Gold, Kaminak Gold, Int’l Royalty and Underworld Resources to mention a few.

“As important as putting the money in, is taking the money out. We are business men, our job is to create a liquidity event.”

Doug Hurst, who played a key role in the creation and sale of Newmarket Gold (>$1Bn to Kirkland Lake Gold), talks to Gecko Research at the Precious Metals Mining Conference in Munich on Thursday, Nov 2nd.

Doug is determined to repeat the history and create a liquidity event for Northern Empire shareholders.

“Our job is to create value for shareholders. It’s our job to be stewards of the capital of the company on behalf of investors.”

The two comments above comes from Doug Hurst. You don’t hear management say this very often, especially not from someone who is able to back it up and having done it before, not once but on several occasions.

News from November 2nd, 2017, that is discussed in the interview and perhaps one of the most important news releases to date for the company:
* Northern Empire Reports Drill Results from Sterling Gold Mine 12.19 meters of 8.37 g/t Au

To find out more about Northern Empire, please visit the website and download Northern Empire’s latest presentation (pdf).

Energy Metals’ Analyst Chris Berry Talks About Lithium & Cobalt

Based in New York, Chris has been an independent analyst since 2009 with a focus on Energy Metals including lithium, cobalt, graphite, vanadium, and rare earths. His research provides strategic insights to institutional clients and has a specific focus on how disruptive trends in energy, strategic metals, and technology create opportunities. Before shifting focus to analysis of these trends, Chris gained twelve years of capital markets experience on both the buy side and sell side.

He speaks at conferences in North America, South America, Europe, and Asia and is frequently quoted in the press including the Financial Times providing insights around raw material supply chain dynamics.

To find out more about Chris and his work, check out his Twitter or visit his website.

Standard Lithium – Lining Up to Become The Next U.S. Lithium Producer

“Having a domestic lithium source is critical for the United States” – Robert Mintak, CEO

The fundamentals for lithium is among the strongest of all commodities as supply will have serious problems at keeping up with demand. To become the next new U.S. lithium producer will put Standard Lithium (TSX-V:SLL) in the driver seat, ahead of most competition.

Standard Lithium is aiming big and with a bit of progress at the project level, this junior is set to become a market darling and enjoy the premium that comes with it. We have serious doubts that Standard Lithium will be a publicly listed company two years from now, the odds favor a take-over in our mind.

“Bristol Lake’s infrastructure is world-class,  you won’t find a better project for infrastructure in the world” – Robert Mintak, CEO

To find out more about Standard Lithium, download their company presentation (pdf) and visit their website.

An important interview directly related to the lithium (and cobalt) market can be found here