Investing, Markets & Money

How big could the copper supply problem become – and which companies could benefit?

In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia.

We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside.

Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing.

We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence.

Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources.

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You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/
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What does Summit Royalties' new $25 million credit facility mean for the company's growth ambitions?

In this episode of Investing, Markets & Money, Summit Royalties CEO Drew Clark discusses their new revolving credit facility, plus a potential $25 million accordion, and explains how the additional capital could help Summit pursue larger mining royalty and streaming opportunities.

Drew also discusses the recent Star Royalties acquisition, the Keysbrook royalty, Copperstone and Pitangui, as well as Summit's outlook for gold, silver and the wider mining sector.

With Copperstone already under construction and Pitangui moving towards development, we ask what Summit Royalties could look like over the next 12 months – and what success might look like by mid-2027.

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You can find out more about Summit Royalties here - https://www.summit-royalties.com/
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0:00 Introduction to Summit
1:09 Summit Royalties' new credit facility
2:22 Why the new financing matters
4:16 Competing for higher-quality royalty assets
5:35 The Star Royalties acquisition
6:41 Summit's potential milestones
8:42 Summit Royalties' ambitions for 2027

Can synthetic jet fuel become cheaper than fossil fuels?

In this episode of the Investing, Markets & Money Podcast, Stuart Fieldhouse interviews Dan Sutton, CEO of Syntholene, to discuss how geothermal-powered hydrogen production could transform sustainable aviation fuel.

The conversation explores:

• Sustainable aviation fuel (SAF)
• Synthetic hydrocarbons
• Geothermal energy
• Green hydrogen
• Iceland's demonstration plant
• Commercial scaling
• Investment opportunities
• The future of aviation

Discover why Syntholene believes it can dramatically reduce the cost of synthetic fuel while helping decarbonise one of the world's hardest industries.

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00:00 - Introduction to Syntholene
01:19 - Revolutionary approach
02:40 - Cost effective synthesising of hydrocarbon fuels
09:16 - Geothermal advantage
13:20 - Demonstration facility in Iceland
18:04 - The 69-day build
21:00 - Aviation: the Holy Grail of clean energy
26:32 - Achieving fossil fuel price parity
27:52 - The product pipeline
30:10 - First commercial profits
33:43 - Breaching the $2/kg hydrogen barrier
33:23 - Synthetic fuel underreported
40:20 - The 10-Year Horizon

In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we welcome back Bruce MacLachlan, President of Bold Ventures, to discuss the company's latest exploration successes across its Canadian mining projects.

We explore the recent visible gold discovery at the Traxxin Gold Project, where high-grade drilling results have increased confidence in the project's exploration potential. Bruce explains why the latest findings could significantly expand the known gold mineralisation and what investors should watch for as follow-up drilling gets underway.

The conversation also covers Bold Ventures' unexpected rare earth elements discovery at the Burchell Project. With encouraging indications of heavy rare earth mineralisation, alongside existing gold, copper and zinc targets, the project is developing into an exciting critical minerals opportunity at a time when demand for strategic resources continues to rise.

We also discuss:

- The latest developments at the Joutel and Willcorp projects
- Bold Ventures' new OTC listing (BVLDF) for US investors
- The outlook for exploration across Ontario and Québec
- Why critical minerals and gold remain key themes for investors

If you're interested in gold stocks, rare earth elements, critical minerals, Canadian mining stocks and junior mining companies, this episode provides valuable insight into one of Canada's most active explorers.

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00:00 Introduction to Bold Ventures
01:11 Exciting Gold Intersections at the Traxxin Project
04:14 Planning the next phase of exploration
06:30 Unexpected Rare Earth Discovery: A Game Changer
11:19 Burchell project strategy
12:34 Joutel project update
14:56 Bold's OTC listing in the US
15:55 Results from Wilcorp project

Falco Resources CEO Luc Lessard joins Stuart on this episode of the Investing, Markets & Money podcast to break down the Horne Five project in Quebec - a large-scale, multi-metal deposit the market has yet to fully price in. With an updated feasibility study just released, a 28% IRR, and industry-leading production costs, Luc explains why this could be one of the most overlooked gold stories in Canada.

Stay tuned to learn about:
✔️Why the market hasn't priced in the project yet, despite sub-$800/oz production costs (vs. ~$1,400/oz industry average)
✔️Why Horne Five could make Falco a takeover target for a major producer within the next 4–5 years
✔️The updated feasibility study numbers: $3.4B NPV, 28% IRR, built on a $3,600/oz gold price

You can find out more about Falco Resources here - https://www.falcores.com/en/
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01:26 Falco Resources Horne Five project
03:20 Quebec regulatory process
05:07 Latest feasibility study
07:04 The scale of the Horne Five project
07:45 Falco Resources share price
09:37 Financing the project
10:48 How does Horne Five stack up against other projects?
13:54 Project infrastructure
15:26 Why is Horne Five attractive?
19:03 What next for Falco Resources?