00:00 - Welcome Back, Rick Rule Introduction and Rick Rule's second appearance on the show. Reflections on the year and the state of the mining market. 00:22 - The State of Junior Mining Markets Rick compares perspectives across the UK and North America, emphasizing the availability of capital for quality projects despite challenges in broker perfo…

Scratch golfer Pat Galleher ends up in the tangled fescue that is Middle Market Musings. Pat is Managing Partner of Boxwood Partners, the middle market investment bank based in Richmond, VA and Jupiter, FL. Pat details his youth in and around golf courses, including encounters with a young Tiger Woods, which compels Charlie to offer Pat and Andy a …

A collection of interviews done this year with marketers from two continents. Each have shown how entertainment and emotion aren't just nice to have...it's something you must have in order for your ads to work harder. With commentary from: Roy H. Williams/Wizard of Ads Orlando Wood/System 1 Group Harry Beckwith/Author Matt Owens/System 1 Group Zach…

David Walker is president and CEO of EBSCO, one of America’s largest family-owned private companies. With approximately $3 billion in revenues, EBSCO traces its origins to a magazine subscription business founded by Elton B. Stephens in 1944. David details EBSCO’s business interests today, comprising information services, diversified industrial and…

Marty Mannion shows up and puts 40 years of leadership stature at risk. Summit Partners is a pioneer in the private equity industry, with more than $32 billion invested to date. Marty has been at Summit since 1985 and currently serves as Chair of the Board of Managers. His storied path begins in modest surroundings in the Bronx, before formative ex…

Since January, David Santoni has been Managing Director, Business Development at Audax Private Equity, now investing out of its seventh flagship fund, a $5.25 billion vehicle. Before Audax, David was a well-known middle-market investment banker based in Minneapolis with several firms, notably Lazard Middle Market (dating back to its Goldsmith Agio …

00:00:14 Introduction to Arkle Resources 00:00:50 Green Revolution and Resource Demand 00:03:03 Global Lithium Demand and China’s Dominance 00:04:42 Lack of Exploration in Critical Raw Minerals Act 00:07:53 Decline of Junior Explorers 00:11:00 Exploration and Risk 00:16:14 Global Mining Legislation and Exploration 00:20:28 Middle-Class Growth in De…

00:00 - Welcome and Introductions 01:30 - Peter Clausi Early Career: From Law to Mining - Peter shares his academic background in computer science and law, and how he transitioned into the mining industry. 04:50 - Involvement in Fit Spirit: Promoting Self-Esteem for Teenage Girls - Peter discusses his work with Fit Spirit, a charity focused on empo…

00:00 - Introduction and Welcome - Market Musings podcast introduction and greetings with co-host Pam Sidhu. 00:00:54 - Guest Introduction: Jason Brewer - Introduction to Jason Brewer from Marula Mining and his role. 00:02:26 - Jason Brewer’s Background and Early Career - Jason's childhood, mining family, and early experiences in the mining industr…

Sir William Felix Browder provides a distinguished start to Season 4. As CEO and Founder of Hermitage, Bill Browder became the largest portfolio investor in Russia. He traces his family’s early connections to Russia, and then tells one of the singular tales of courage in this century. Browder went from Russian insider to mortal Putin foe. He was ab…

Les Alexander takes MMM on a picaresque back-and-forth between the lowlands of Louisiana and the rolling hills of Virginia. Childhood in New Orleans, college at UVA, a private equity and business career back home, then a return to Charlottesville as an endowed professor. The lively discussion covers such critical questions as the right way to say “…

Another episode, another chat with a Navy pilot / SEAL team member / US-Senate candidate / private equity star / private company CEO….Gabriel Gomez stops by to talk about his boyhood in Washington state, his extraordinary military service, and his post-HBS success in business, including his most recent venture as CEO of O2X Human Performance, which…

00:00 - Introduction 01:15 - Guardian Metal Resources 08:46 - Power Metal Resources 14:00 - Sovereign Metals 21:55 - Nostra Terra Oil & Gas 35:43 - Metals One 43:16 - Cizzle Bio TechStockBox

00:00 - Introduction 01:40 - Paul's Potted History 16:30 - Working at Shell 22:00 - Turning The Company Around 28:50 - Oil Field Potential 40:25 - Expansion Potential 43:16 - Funding, Oil Price, Production Target 47:15 - What Do You Want To Achieve & How By Mark Fairbairn & Alan Green Recorded 18/6/2024…

Digital advertising is fantastic, until it isn't. Unrealistic promises, mistakes, inconsistent reporting, and outright fraud plague this industry. A THIRTY YEAR OLD industry. Sort your life out, digital... you gots problems. Inside the Black Box, by Bob Hoffman: https://dl.bookfunnel.com/6kwmi0qlsq Sources for current click through rates: https://b…

00:00 - Introduction 02:40 - Rick's Apprenticeship Bar 09:25 - What Questions Do You Ask Of CEO's 16:00 - Defining Your Time Catalyst 24:30 - Money is Made in the Delta of Value vs Price 27:12 - How Do You Pick A Stock? 32:24 - Where Are We in the Mining Cycle? 37:02 - Questions From Our Audience 42:25 - Rick Invites You To Mining Journal Select Lo…

Jeff Giles is the latest deal professional to run out of excuses and end up in the MMM studio. He is Executive Vice President for Corporate Development at Core & Main, a St. Louis-based publicly traded specialty distributor focused on water, wastewater, storm drainage and fire protection. Andy and Charlie join Jeff in recounting his days as a priva…

Sounds right...but you're wrong. Your brain is doing stuff when you don't even realize it's doing stuff.Johnny Molson

This episode features: a University of Missouri starting quarterback who tackled Brian Bosworth, a hardworking youthful entrepreneur, a standout networker in the M&A industry, a pioneer podcaster and a leader in the field of insurance / due diligence. Not five guests! Just one – Jeff Henningsen, President and CEO of Lockton Companies – Texas Series…

00:00 - Introduction 00:40 - Nicole's Journey to Geology - Nicole's background and early interest in geology. - Nicole's early career challenges, working underground, and gender barriers in the mining industry. 04:20 - Evolution and Shifts in the Industry - Shifts in industry culture and the impact of women in mining. - Nicole's transition to explo…

00:00 - Introduction 01:14 - The Demand for Lithium 17:00 - Clean & Green Lithium from Brines 23:58 - Working in Bolivia 31:39 - EU Participation in Securing Lithium 41:12 - How Far Along Are You? 42:53 - Pilot Plant & Production 49:05 - Phases of DevelopmentStockBox

Steve was the one “first time, long time” guest in the DealMax extravaganza. Even so, he is as cool as the other side of the pillow in recounting his activities as TM’s head of sponsor coverage and the firm’s recent acquisition by Janney Montgomery Scott. Steve and Andy trade friendly competitive observations on the Braves and Phillies while Charli…

If this were a Friends episode, it would be “The One Where Gretchen Shows Up With a Glass of Wine.” Gretchen blows the doors off with insights into Avance’s deal activity, the current temperamental condition of the M&A market, and her own turn as DealMAX conference chair a few years ago. A discussion of her “walk on” music at that event leads to Ch…

In this podcast Henrik Zeberg of The Zeberg Report joins host Mark Fairbairn & CEO of Panther Metals Darren Hazelwood as they discuss Henrik's Blow Off Top theory and some of the key factors driving a bullish equities market followed by a crisis and a major opportunity in commodities & mining 00:00 - Introductions 01:50 - Henrik's Theory 04:22 - Th…

Brent returns to the big stage for his first DealMax conference since assuming the reins as ACG’s CEO. He shares some impressive numbers on this year’s event – more than 3,000 attendees and an estimated 35,000-40,000 meetings. Then interesting discussion on how ACG is keeping pace with the industry’s desire for more informed and qualified interacti…

00:00 - Introduction to John 11:11 - Silver Bullet Mines 18:05 - Challenges Along The Way 26:11 - Washington (Idaho) 33:19 - Cashflow from Processing Other Mine's Ore 35:54 - What Is To Come Near Term By Mark Fairbairn & Alan Green Recorded 3/5/2024StockBox

00:00 - Introduction 07:29 - Uranium Projects 12:00 - Ontario Gold - Tully, Jackfish Lake, Big Bear 15:33 - Gold Tailings OpportunityStockBox

Malcolm Palle the Chairman of Coinsilium PLC joins us to discuss the recent Bitcoin Halving and the upcoming revolution of the internet with Web3 00:00 - Introduction 01:15 - Bitcoin #btc 11:26 - Web3 20:21 - How to Compete with the Big Internet Players 26:46 - New Advertising Models for Web3 31:40 - Will Google etc Adapt to Web3? 34:34 - Key Next …

00:00 - Introduction 01:44 - Cedric's Background 13:10 - Monte Muambe Fluorspar Opportunity 15:38 - Scoping Study 20:20 - REE Prices & Market Outlook 27:10 - Monte Muambe Economics 30:35 - What Do You Need To See To Make Monte Muambe A Success? 33:37 - Copper in Zambia 41:26 - Kalahari Copper Belt 52:05 - The Mining Cycle By Mark Fairbairn & Alan G…

00:00 - Introduction 01:15 - BTC price and what is driving it 10:07 - Alt Coins 13:13 - Who Are Vinanz PLC 13:36 - Lessons learnt from other BTC mining operators 27:13 - What is the Vinanz Investment Case? 29:22 - Tokenisation of Assets 34:43 - USA Roadshow 40:55 - Gold and Silver By Mark Fairbairn, Alan Green…

Christina Pai is a partner at Fort Point Capital, a Boston-based private equity firm focused on service businesses with high growth potential. This episode begins and ends with Christina and Charlie swapping captivating Boston sports insights. In between, she charts her Massachusetts childhood, college at Dartmouth, and path to her current role at …

Mark Chesen is a founder and managing partner at SSG Capital Advisors, a special situations-focused investment bank that has completed more than 400 transactions since its founding in 2001. Mark zips through growing up in Iowa, college at the University of Texas and an early stint in public accounting before turning to the wide world of investment …

00:00 - Introduction 09:57 - Power Metal Resources 17:28 - First Development Resources 19:07 - Golden Metal Resources 25:47 - Market Risks 28:42 - ECR Minerals 29:29 - Cobra Resources 35:00 - Cadence MineralsStockBox

The Middle Market Musings tour bus rolls into southwestern Ohio for a discussion with Ashley Hess, Partner-in-Charge of Baker Hostetler’s Cincinnati office. Ashley draws vivid stories out of a succession of stops in his journey: Western Virginia boyhood, school at UVA and Washington & Lee, marriage and life as a young connector in the Cincinnati co…

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This time around, Chrisanne Corbett classes up the proceedings. Chrisanne is Managing Director of KPMG Corporate Finance LLC, leading the Diversified Industrials Team, and co-leading the Private Equity Coverage Team. She starts off recalling a busy, promising childhood in Minnesota and Connecticut. Andy and Charlie – rarely interested in the same t…

00:00 - Introduction 02:55 - Uranium 07:40 - Gold 08:30 - Indaba 11:30 - What Deals Are You Seeing? 13:50 - Lithium 15:20 - Vibe with the Juniors, M&A 18:10 Attractive Jurisdictions 22:30 - Final ThoughtsStockBox

Jon Skinner is CEO of PSP Partners, a diversified private investment firm founded by former U.S. Secretary of Commerce Penny Pritzker. Jon is the latest financial honcho to miss his exit and end up in the Middle Market Musings recording complex with Andy and Charlie. Jon reviews his path to his current role – childhood in suburban Boston, football …

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Andy Souder grew up in a steel town and attended Notre Dame, but the similarities to “Rudy” end there. Andy is vice president of acquisitions at RAF Equity, a family office turned private equity fund based in suburban Philadelphia. Andy regales his old friends with stories of his own upbringing and early career in commercial banking and law, then h…

00:00 - Introduction & Panther Metals 16:24 - Golden Metal Resources 28:30 - Chill Brands 36:50 - Premier African MineralsStockBox

Remember when you predicted 5G would change all of humanity? You were wrong. Maybe we should get out of the "predicting" business.Johnny Molson

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00:00 - Introduction 01:10 - Premier African Minerals 21:45 - Sovereign Metals 32:10 - Avacta 42:22 - ECR Minerals 50:14 - Power Metal ResourcesStockBox

StockBox plan on a series of podcasts with expert guests from Stark Resources. Here we introduce the concept and the commodities we plan on talking about.StockBox