Matt’s back in studio this week with a forward-looking show on commodity price forecasts and analyst reviews. We’re talking base and precious metals, and will touch on the recent broad rally across gold, zinc, copper, and even nickel!
In addition, we’ll delve into energy and specialty metals, including cobalt and uranium! Matt will discuss his recent conversation with Osisko Metals (TSXV: OM) president and CEO Jeff Hussey on the Osisko Group’s new venture, which is focused on the historic Bathurst mining camp in New Brunswick.
We’ll touch on the Q2 results for major gold miners, including: Barrick Gold (TSX: ABX; NYSE: ABX); Goldcorp (TSX: G; NYSE: GG); and Newmont Mining (NYSE: NEM). Who are BMO Capital Markets biggest winners (and losers) among the gold producers during the second quarter? Tune in to find out!
Bonus: Matt unveils the line-up and details for our upcoming Progressive Mine Forum in Toronto. The event takes place on Oct. 23, 2017, and already features a strong list of panelists and speakers. Head over to the PMF page for more details and sponsorship opportunities!
2:35 Touch of macro ft. copper, gold and zinc
4:31 Zinc supply crunch and investment thesis
5:54 The new Osisko Metals’ vehicle in Bathurst
7:27 What does the copper TC/RC buzz reveal?
12:20 Where did this nickel rally come from?
13:30 Electric vehicle (EV) news out of China: What does it mean for cobalt and nickel?
16:30 The uranium doldrums
18:26 An update on US$1,300 per oz. gold!
22:20 Unveiling the The Progressive Mine Forum in Toronto!
“Cool Rock” Kevin MacLeod (incompetech.com)
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