We’re closing the books on the year and ripping through what actually mattered. Mat’s in the flesh (no floating head this time), the vibes are strong, and we’re doing a full end-of-year rundown on markets, metals, and deal flow.
We talk what worked, what didn’t, and why junior mining finally feels alive again — real money moving, real deals getting done, and no shortage of chaos along the way. Gold, silver, market structure, and how we’re thinking about positioning as we roll into the next leg of this cycle.
0:00 – End-of-Year Kickoff: Mat in studio, market vibes, why this feels different
6:10 – From pain to momentum: how 2025 actually played out
12:45 – Junior mining wakes up: deal flow, financings & real money returning
20:05 – Gold vs silver: leverage, psychology, and where we’re positioned
28:30 – Lessons learned: mistakes, discipline & surviving dead markets
36:40 – What matters now: signals we’re watching heading into 2025
45:15 – Strategy talk: how to play the next leg without blowing yourself up
53:00 – Final thoughts: conviction, patience & staying in the game
Companies Mentioned:
Pirate Gold Corp. – $YARR
Hycroft Mining Holding Corporation – $HYMC
AMC Entertainment Holdings Inc. – $AMC
Sterling Metals Corp. – $SAG
Canadian Metals Inc. – $CME
Kirkland Lake Discoveries Corp. – $KLDC
Empire Metals Limited – $EEE.L
Amex Exploration Inc. – $AMX
Green Shift Commodities Ltd. – $GCOM
NOA Lithium Brines Inc. – $NOAL
Mega Uranium Ltd. – $MGA
Hannan Metals Ltd. – $HAN
New Found Gold Corp. – $NFG
Lithium South Development Corporation – $LIS
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48 mins