📈 Markets | 🪙 Mining | 🎙️ Commentary
Hosted by Simon Catt:
40 years in mining — as an investment banker and investor. Director, Arlington Group Asset Management. I care more about returns than fees. Risk-taker, still hunting for asymmetric, life-changing multi-baggers in mispriced assets run by management I trust.
Vizsla Copper’s Agnico Eagle Deal & Palmer Drill Results | Cosa Resources | Keith Bodnachuk
Vizsla Copper's SVP Corporate Development, Keith Bodnachuk (standing in for Vizsla Copper CEO Craig Parry) explained how Vizsla Copper (CVE: VCU), spun out of Vizsla Silver (TSE: VZLA) and part of the Inventa group, has built up its copper portfolio through M&A, from the Woodjam and Poplar porphyry projects in British Columbia to the Palmer VMS project in Alaska. He covered the strong drill results at Palmer, including a new discovery at the HG prospect awaiting assays, and the Agnico Eagle deal that adds the Delta and Helm Bay projects and makes Agnico the company’s largest shareholder at just under 20%. He also spoke about his day job at Cosa Resources (TSXV: COSA), which has the same discovery team behind IsoEnergy’s Hurricane deposit, and outlined its Athabasca Basin drilling plans at Murphy Lake North and Derby, backed by Denison as largest shareholder. Recorded at the Arlington Rapallo on 13th September 2026, with Simon Catt interviewing.
00:00 Welcome to Rapallo00:37 Vizsla Copper’s M&A strategy and BC porphyries02:50 The Agnico Eagle deal: Delta and Helm Bay04:52 Palmer vs Delta: which comes first06:05 Barite and critical minerals at Palmer06:45 Palmer drill results and the HG discovery07:42 What’s next: Woodjam results and portfolio value09:45 Cosa Resources: Murphy Lake North, Derby and the Hurricane team
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🎧Spotifyhttps://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP🎧Apple Podcastshttps://podcasts.apple.com/us/podcast/catt-calls-no-fear-finance/id1896925377💬Xhttps://x.com/CattCalls💻Websitehttps://www.cattcalls.comhttps://vizslacopper.com/https://www.cosaresources.ca/⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions. #VizslaCopper #Copper #copperstocks #coppermining #uraniummining #cosaresources #simoncatt #cattcalls #juniormining
8 Oct 2026
StrikePoint Gold Buys Newmont's Northumberland Asset | The Next Betze-Post?
Michael Allen, President & CEO of StrikePoint Gold (TSXV: SKP | OTCQB: STKXF), joins Simon Catt from Catt Calls to break down the Northumberland Gold Project, the Nevada asset StrikePoint is buying from Newmont (NYSE: NEM) for US$70M cash plus up to US$50M in contingent payments, funded by a C$190M bought deal financing. Northumberland is a past-producing, Carlin-style deposit with an initial resource of 2.86 Moz AuEq indicated and 1.57 Moz AuEq inferred (about 4.4 Moz in total), and Michael Allen explains why he compares it to Betze-Post, why he thinks Newmont let it go, how the deal came together in about six months, and how he plans to drill it out and build the team ahead of a major project update in late 2027 or early 2028. Update: the acquisition closed on October 6, 2026, after this interview was recorded. 00:00 Introduction & Betze-Post Comparison 00:22 StrikePoint Raises C$190m to Buy Northumberland from Newmont01:02 Why is Northumberland Similar to Betze-Post?02:27 Why Did Newmont Sell Northumberland?04:02 Michael Allen's Background04:47 How Did the Northumberland Deal Emerge?05:56 What's the Plan with the Northumberland Asset?07:09 Building a Strikepoint Gold Team for Northumberland08:45 What Will StrikePoint Gold Look Like in September 2027?09:40 Cash Position09:57 The Potential Future Resource InventoryResource figures are from StrikePoint's October 6, 2026 news release:https://strikepointgold.com/strikepoint-completes-acquisition-of-the-northumberland-gold-project-from-newmont-corporation-escrow-release-conditions-satisfied-for-c190-million-bought-deal-financing-led-by-canaccord-genuity/If you are an investor interested in gold mining, gold exploration, gold exploration stocks and gold mining stocks, subscribe to Catt Calls and sign up to the Catt Calls Newsletter on https://www.cattcalls.com/ .
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🎧Spotifyhttps://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP🎧Apple Podcastshttps://podcasts.apple.com/us/podcast/catt-calls-no-fear-finance/id1896925377💬Xhttps://x.com/CattCalls💻Websitehttps://www.cattcalls.comhttps://strikepointgold.com/⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions. #goldstocks #goldexploration #goldmining #strikepointgold #newmont #nevadamining #silvermining
7 Oct 2026
The Uruguay Gold Play With Kinross & Altius Onboard | Sun Valley Minerals
Sun Valley Minerals CEO Christo Stem joins Simon ahead of the company's Toronto Stock Exchange listing to explain how it has quietly become the largest landholder in Uruguay, and why it is fully funded to start drilling as soon as it lists. Sun Valley Minerals has grown its Taruman belt position from roughly 50 kilometers to close to 150 (licences granted and applications filed), with high-grade gold occurrences at surface along tens of kilometers of strike, and is already building a pipeline at Plumas Doradas. The company has C$15 million in the bank after two raises of just over $8 million and $10 million, has bought its own RC and core rigs, and has hired a drilling manager out of South Africa to run drilling in-house rather than rely on contractors. That funds at least 20,000 meters of RC drilling, with around 10,000 meters of deeper core to follow. For anyone following gold stocks, junior mining stocks or gold exploration, the tell is in the share register: Kinross Gold (TSX: K) lifted its position from 9.9% to 14.9%, and Altius Minerals (TSE: ALS) has participated in every raise. Christo Stemmet also makes the case that this is a multiple-discovery story rather than a one-project company, or as he puts it, 'There's just so much gold in the system.'"00:00 Welcome Back to Rapallo Sun Valley Minerals00:30 New Shareholders and TSX Listing01:20 Uruguay Gold Exploration Project Overview02:45 Drilling in Uruguay04:05 TSX Listing Timeline, Drilling & Financing05:30 Cash Runway and Goals07:30 What's the Size of the Prize? Taruman & Plumas Doradas09:00 Kinross Gold Expectations10:25 One Year Timeline and Catalysts
📺Youtube
https://www.youtube.com/@CattCalls# (https://www.youtube.com/@CattCalls#)
🎧Spotifyhttps://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP🎧Apple Podcastshttps://podcasts.apple.com/us/podcast/catt-calls-no-fear-finance/id1896925377💬Xhttps://x.com/CattCalls💻Websitehttps://www.cattcalls.comhttps://www.sunvalleyminerals.com/⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions. #Goldexploration #Goldmining #goldstocks #golddiscovery #kinrossgold #sunvalleyminerals #cattcalls #juniormining #altiusminerals
Contact Catt Calls: No Fear Finance
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