So here is the gold mining industry's AIC - (total costs i.e AISC growth capex, G&A, M&A, dividends etc.) vs the gold price. As you can see its been a horrible business, slipping in and out of marginally positive and negative free cash flow over the past 15 years. And suddenly...Boom! Massive positive margin expansion. I'm not sure anyone is really getting this outside the sector specialists. In theory the industry can now, for the first time in living memory, finance reserve replacement and a much higher return of capital to shareholders from FCF.

If you missed it first time, click original post for full video of @DoubleOD2 talking to @AdrianOBrien of @MidnightSunMine

#Silver: Best performing asset in first half 2024

Always great to hear from @alex_langer and Greg Liller! Exciting timing with rising metal prices

Click here to see the full interview with @DoubleOD2 and @tdlamb #CEO of @MyriadUranium #uranium #Niger bit.ly/43VDkpc

Looks like @TVLithium in the right place according to @Tesla Lithium Refining Is a ‘License to Print Money,’ Musk Says bloomberg.com/news/articles/…

The @KusasaProject is focused on breaking the cycle of poverty, addressing the issue at its roots by the establishment of an independent primary school serving disadvantaged children. Watch a video of VSA's recent visit to Kusasa Centre here: bit.ly/3PtBoxq

This is an exciting chart showing a significant opportunity in equities, good for my PM coverage universe of small cap gold and silver @PrimeMiningCorp @CaracalGoldplc @GSilver_co @SierraMadreSM @corp_apollo @tectonic_gold

We would like to welcome @SierraMadreSM to 121 Mining Investment London on 17-18 November for 121 investor meetings. If you would also like to join us or to apply for a free investor pass – click here: hubs.la/H0-wJNb0 #121Online #Mining #Investment

Bump for @aim_irr today, looks like now the BCN discount to the offer price has closed the rotation is beginning. Sensed some frustration after IRR hadn’t initially moved but this may change momentum

A great pick from @PaulRenken who initiated on @MillennialLi in January 2017, now being taken out by @GanfengOfficial as their campaign for lithium domination continues

@VSACapital is excited to be working with Tungsten West on its IPO ahead of production restart. @AmonkMonkey spoke to @METhompson72 at the mine site. VSA Capital welcomes qualifying HNW investors to participate in the IPO. Info : ipo@vsacapital.com or youtu.be/lhkmIRfn11g

#tungsten #tin #tungstenwest Tungsten West announces our intention to list on AIM as covered by The Sunday Times today.

Following the major announcement of the new business plan @AmonkMonkey of @VSACapital spoke to the Chairman of @PensanaRE, Paul Atherley, to discuss the outlook for the company and #RareEarths bit.ly/3dVtnkh #EnergyTransition #mining

The Morning Miner and today with special guest from @CamlMetals CEO Nigel Robinson discussing his views on metal markets #copper, a different type of mining cycle, battery metals and ESG bit.ly/31ut4WN @AmonkMonkey @PaulRenken

Was a great event to be a part of!

Fantastic to see the start of trading for @samarkandglobal on the @AquisStockEx. An exciting first for all involved, congratulations! #technology #disruption #investing

Thanks @AmonkMonkey !

Following the landmark deal with @VisionBlueRes, @AmonkMonkey spoke with Nick Bridgen, CEO of @AlloyFerro on the deal, the Balasausqandiq project and the vanadium price outlook bit.ly/3eRXJFf #mining #vanadium #vfbs #energytransition

Strong start for @PrimeMiningCorp, clear why expanded acreage and first drill hole at Guadalupe East shows resources will grow along strike and at depth