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Markets | Mining | Commentary Host: Simon Catt - 40 yrs in mining. Investment banker, investor, risk-taker. Hunting mispriced assets run by management I trust.

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Hycroft Mining $HYMC is a great example. “If you want to take a bet on the #gold and #silver price, you don’t have to take the country risk as well.” $HYMC has got a strong team led by Diane Garrett, a huge gold and silver resource, no debt and a well-funded balance sheet, with Eric Sprott as a major shareholder — all in mining-friendly Nevada, USA. There are a lot of cheap developers, producers & explorers to buy out there without having to take on significant jurisdiction risk. It also looks like we called the bottom on #silver pretty well in our last Coffee With Catt episode in July 🤔 #hycroftmining #nevadamining

Hycroft Mining $HYMC is a great example. “If you want to take a bet on the #gold and #silver price, you don’t have to take the country risk as well.” $HYMC has got a strong team led by Diane Garrett, a huge gold and silver resource, no debt and a well-funded balance sheet, with Eric Sprott as a major shareholder — all in mining-friendly Nevada, USA. There are a lot of cheap developers, producers & explorers to buy out there without having to take on significant jurisdiction risk. It also looks like we called the bottom on #silver pretty well in our last Coffee With Catt episode in July 🤔 #hycroftmining #nevadamining

13,367 Aufrufe

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"The US Department of War went out for a two thousand ton #tungsten tender recently and got exactly no tenders... Couldn't find any. That's how tight the market is." That's the US government we're talking about - and they couldn't find the metal. "If you're gonna buy one tungsten company, it has to be EQ Resources Limited." "Tungsten West Plc. is the other one to think about" You can read or watch more on this in my latest Coffee with Catt piece. $EQR.AX #TUN $ALM

"The US Department of War went out for a two thousand ton #tungsten tender recently and got exactly no tenders... Couldn't find any. That's how tight the market is." That's the US government we're talking about - and they couldn't find the metal. "If you're gonna buy one tungsten company, it has to be EQ Resources Limited." "Tungsten West Plc. is the other one to think about" You can read or watch more on this in my latest Coffee with Catt piece. $EQR.AX #TUN $ALM

35,100 Aufrufe • vor 1 Monat

“By the end of next year - #Gold to $7,000. #Silver could hit $200 in the short term.” “We have to have another reserve asset. There's only one, it's gold, and that's what China's telling you with their spending on purchases of gold.” My latest Coffee with Catt piece, 'Buckle Up', covers diesel crack spreads at all-time highs and what that means for commodities & mining margins, to Treasury yields, US midterms, the weakening dollar, and why I still believe we're early in Commodity Supercycle 2.0. Watch: Read: Listen: #dieselprices #treasuryyields

“By the end of next year - #Gold to $7,000. #Silver could hit $200 in the short term.” “We have to have another reserve asset. There's only one, it's gold, and that's what China's telling you with their spending on purchases of gold.” My latest Coffee with Catt piece, 'Buckle Up', covers diesel crack spreads at all-time highs and what that means for commodities & mining margins, to Treasury yields, US midterms, the weakening dollar, and why I still believe we're early in Commodity Supercycle 2.0. Watch: Read: Listen: #dieselprices #treasuryyields

24,726 Aufrufe • vor 1 Monat

“An unconventional buyer of #uranium stepping into the market just at a time where the utilities are finally recognizing there's a supply problem.” - Justin Huhn Uranium Insider NexGen Energy Ltd. $ccj $nxe

“An unconventional buyer of #uranium stepping into the market just at a time where the utilities are finally recognizing there's a supply problem.” - Justin Huhn Uranium Insider NexGen Energy Ltd. $ccj $nxe

35,344 Aufrufe • vor 3 Monaten

#Tungsten moved from a $5 Billion market to $50 Billion in a year... 1000% gain. I sat down with tungsten expert William Parry-Jones this week to discuss all things tungsten: geopolitics, supply, demand and why it's become a bidding war between governments. His verdict on buying strategic-grade material right now? "Highest bidder wins." Don't believe me? The UK Government just secured a stake to Tungsten West Plc. to restart the Hemerdon mine. A sovereign government buying its way into the supply chain because it can't get what it needs in the spot market. More on tungsten in my up coming Catt Calls written piece, fresh from my visit to EQ Resources Limited tungsten project at Mt Carbine. Watch here: #Tungstenmining #CriticalMinerals

#Tungsten moved from a $5 Billion market to $50 Billion in a year... 1000% gain. I sat down with tungsten expert William Parry-Jones this week to discuss all things tungsten: geopolitics, supply, demand and why it's become a bidding war between governments. His verdict on buying strategic-grade material right now? "Highest bidder wins." Don't believe me? The UK Government just secured a stake to Tungsten West Plc. to restart the Hemerdon mine. A sovereign government buying its way into the supply chain because it can't get what it needs in the spot market. More on tungsten in my up coming Catt Calls written piece, fresh from my visit to EQ Resources Limited tungsten project at Mt Carbine. Watch here: #Tungstenmining #CriticalMinerals

23,373 Aufrufe • vor 2 Monaten

"He thinks it's the single best silver play that he's seen." "...to have something of this size and scale that it will become probably one of the top five silver producers in the world... And he's seen this for a while." - Diane Garrett discussing Eric Sprott's view on Hycroft Mining. Drill baby drill! $HYMC #silver #gold

"He thinks it's the single best silver play that he's seen." "...to have something of this size and scale that it will become probably one of the top five silver producers in the world... And he's seen this for a while." - Diane Garrett discussing Eric Sprott's view on Hycroft Mining. Drill baby drill! $HYMC #silver #gold

10,241 Aufrufe • vor 1 Monat

Hycroft Is High Grade: CEO, Diane Garrett, Discusses Importance of Latest Sizzling Silver Results 🎥 Watch the full conversation: Hycroft Mining #Silver #Gold #Investing #CattCalls $HMYC #Hycroft #DianeGarrett #EricSprott

Hycroft Is High Grade: CEO, Diane Garrett, Discusses Importance of Latest Sizzling Silver Results 🎥 Watch the full conversation: Hycroft Mining #Silver #Gold #Investing #CattCalls $HMYC #Hycroft #DianeGarrett #EricSprott

16,654 Aufrufe • vor 7 Monaten

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