The latest Grizzle Hard Money Conference brought together our largest and most comprehensive lineup of producers, royalty companies, developers, and explorers to map out the current trajectory of hard asset equities across gold, silver, and Bitcoin. If there is a defining takeaway from this fall edition, it is that capital discipline and organic free cash flow have permanently replaced growth-at-any-cost as the primary drivers of shareholder value.
We’ve structured the interviews into three core segments:
Producers and Royalties:
Bitcoin Halftime:
James Seyffart (Bloomberg Intelligence): A focused look at the institutional Bitcoin landscape and ETF flow dynamics.
Explorers and Developers:
Cambria Gold Mines (TSXV: CAMB)
West Point Gold (TSXV: WPG)
Suyo Mining (RTO - TSXV: SUYO)
Viva Gold (TSXV: VAU)
Silver Viper Minerals (TSXV: VIPR)
Agenda:
0:00 Intro
1:49 David Shaver, Executive Vice President, Kinross Gold (NYSE:KGC)
25:50 Heather Taylor, VP of Sustainability & Communications - OR Royalties (NYSE: OR)
38:35 Mark Brennan, CEO - Cerrado Gold (TSXV: CERT)
59:52 Daniel Henao, CEO - Mineros S.A. (TSXV: MSA)1:14:04 Derrick Pattenden, CEO - Nations Royalty (TSXV:NRC)
1:31:12 James Seyffart, ETF Analyst - Bloomberg LP
1:59:31 Rob McLeod, CEO - Cambria Gold Mines (TSXV: CAMB)
2:16:53 Derek Macpherson, CEO - West Point Gold (TSXV:WPG)
2:29:00 James Tworek, SVP of Corporate Development, Suyo Mining (RTO - TSXV:SUYO)
2:45:43 Jim Hesketh, CEO, Viva Gold (TSXV:VAU)
2:57:35 Steve Cope, CEO, Silver Viper Minerals (TSXV:VIPR)
Link to James Seyffart's New Book "Both Sides of the Coin": https://shorturl.at/ozRqZ
