Companies Face Headwinds as Record Profits Meet Regulatory Challenges

“Mrima Hill, a site in Kwale County estimated to hold over $62 billion worth of niobium and rare earth minerals.”

“Kenya has officially opened a global tender for the development of Mrima Hill, a site in Kwale County estimated to hold over $62 billion worth of niobium and rare earth minerals.”

“Mrima Hill, a site in Kwale County estimated to hold over $62 billion worth of niobium and rare earth minerals.”

“A Project holds an entire knowledge base. Every conversation inside it has full context.”

“another company in the portfolio got taken out which was Arizona Sonora Copper by Hud Bay and which all shares transaction.”

“for the juniors that are exploring let's say grassroots or you know advanced stage right now with the higher prices we are seeing creeping nationalism where we're seeing higher royalties being imposed by some West African countries like Ghana.”

“We're seeing permitting delays whether it's British Columbia um they're getting through their permits in Peru but that has been an issue.”

“Well, I I would say for the juniors that are exploring let's say grassroots or you know advanced stage right now with the higher prices we are seeing creeping nationalism uh where we're seeing higher royalties being imposed by some West African countries like Ghana. We're seeing higher um uh ownership requirements uh like Burkina Faso, Kiyaka potentially with West African resources. We're seeing security issues like you've probably talked about before with Mexico.”

“But on a positive side, a lot of the uh elections right now in South America, you know, past tense uh with Argentina, now more recently Chile, um Bolivia maybe, um and also upcoming with Peru, uh a lot of these countries are probably moving to the center right. So that is more of a positive for u business and for mining.”

“but if we take a lot of the M&A that happened previously a year or two ago, it was for Mexican silver assets that were producing whether it was first majestic gateau um heckla for silverrest I believe”

“what was interesting to me was Fresno, who's the operator of Wanicipio, the easiest transaction you can ever make is to take the remaining part of the mine you already operate because there's zero due diligence, but they didn't do it.”

“that's going from mining oxide ore gold in small open pits to going to the sulfide which would require a bigger mill maybe 2 and a half million tons per year”