PODCAST · business
Digging for Dollars
by The Venture Side of Mining
The venture side of mining.Each week, Mat Wilson and Cejay Kim break down drill results, spot upside, and sit down with the people in the deals. Expect strong opinions, sharp frameworks, and heated debate on what's worth the bet.
Episodes
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#6 Digging for Dollars: Market Volatility, PEA vs. PFS De-Risking & Mining Portfolio Strategy
Navigating market volatility and PEA-to-PFS valuation disconnects requires disciplined execution. Mat and Cejay unpack high-profile momentum plays like San Lorenzo Gold, Southern Cross Gold, and Collective Mining to evaluate where true upside lives on the Lassonde Curve. Brian Penny, CEO of…
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#5 Digging for Dollars: Low-Grade Gold M&A Synergies, Lithium Reality Checks & Market Catalysts
Navigating lower-grade mineral discoveries, evaluating strategic M&A synergies, and timing junior market catalysts require disciplined execution. Mat and Cejay execute a rapid-fire review of recent market developments — including Mayfair Gold's $310M term sheet with Macquarie, SSR Mining’s $660M...
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#4 Digging for Dollars: Managing Tail Risk & Smart Money Capital Allocation
As global political shifts impact mining operations worldwide, navigating downside jurisdictional risk and managing capital allocation requires sharp strategic focus. Mat and Cejay unpack recent high-grade drill extensions from Sterling Metals' MEPs copper zone, examine the realities of tail risk...
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#3 Digging for Dollars: The $27B Rejection & Tech vs. Mining
As mega-miners navigate high-stakes M&A rejections and tech valuations reach historic highs against lagging commodity equities, junior mining capital allocation demands precision. Direct from the field, Mat and Cejay unpack recent corporate updates, share fresh site visit takeaways, and dive into...
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#2 Digging for Dollars: Canada Potash Make-or-Break & The Craziest News Sequence in Mining
As global supply chains shift and geopolitical tensions rise, guaranteed domestic supply and low-risk logistics are commanding record premiums over spot commodity pricing. Direct from Beaver Creek, Mat and Cejay unpack why Canadian critical minerals like potash are back in the spotlight—plus the...
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#1 Digging for Dollars: Has the Junior Mining Market Finally Broken Its Months-Long Slump?
Copper reaches all-time highs and precious metals rebound, yet junior exploration capital remains tight. Mat and Cejay reunite after a summer hiatus to analyze where big money is flowing, from $400M+ mega-raisings in brownfield development assets to the rise of breakthrough recovery technologies....
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ABOUT THIS SHOW
The venture side of mining.Each week, Mat Wilson and Cejay Kim break down drill results, spot upside, and sit down with the people in the deals. Expect strong opinions, sharp frameworks, and heated debate on what's worth the bet.
HOSTED BY
The Venture Side of Mining
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