Digging Deep
Join a discussion with the brightest minds in the resource investing sector and learn how to navigate the complex world of mining investment. Kitco Mining's Digging Deep, hosted by Paul Harris, is your weekly appointment to understand the key trends in the resource investment space. Paul sits with experts to dissect investment trends and understand the dynamic landscape shaping the future of natural resource extraction. Digging Deep is your guide to understanding resource investment and how to profit from it.
Episodes
31 episodes
Gold Hits $3,300, and a New Global Mining Order | Christopher Ecclestone
Is the U.S. setting itself up for failure in the critical minerals war with China? Gold has soared above $3,300, but geopolitical risks and shifting mining policies are reshaping the global resource landscape. Christopher Ecclestone, Principal ...
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30:03
Gold Is Soaring – Here’s Why This Time Is Different
What does China’s shift from Treasuries to gold mean for the U.S. dollar? Gold surged past $3,200 as geopolitical tensions, tariffs, and market volatility shook investor confidence. In this latest Digging Deep episode, Kitco’s Senior Mining Edi...
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27:11
Trade War Fallout: What Trump’s Tariffs Mean for Mining
Can the U.S. mining sector survive without China’s rare earth processing power? In the latest episode of Digging Deep, Nicole Adshead-Bell, Director at Cupel Advisory, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to break down the ...
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39:04
Gold Fields vs. Gold Road: Australia's $2B Gold Battle
Is gold's $3,000 breakout the spark for a new M&A boom in mining? Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco's Senior Mining Editor and Anchor Paul Harris to break down the latest deals, including Gold Fie...
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32:46
Gold Hits $3,000: Mining Stocks Break Out
Why are gold stocks finally catching fire – and what took so long? Gold has surged to $3,000/oz, sparking breakouts in mining stocks and renewed investor interest. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews John Feneck, CEO ...
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25:15
What’s Next After the Gold Game-Changer Merger?
What does the Equinox Gold and Calibre Mining mega-merger mean for your gold investments? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Joe Mazumdar, Editor of Exploration Insights, at the 2025 PDAC conference in Toronto, Canad...
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29:42
Gold Mining Profits Surge: Is This the Investor Payday?
Are mining companies finally delivering the returns investors have been waiting for? Discover how margin expansion in the gold sector is changing the game. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Nicole Adshead-Bell, Dire...
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20:49
Copper Has Broken Free From the Energy Transition Myth and Is Doing Its Own Thing
What’s copper's real story and what are the forces driving the market? In this episode of Digging Deep, Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & C...
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36:34
Trump's Mining Boom: How New Policies Could Reshape the Industry – John Feneck
How will President Trump's policies specifically affect the mining industry, and which companies are best positioned to capitalize on these changes? In this episode of Kitco Mining's Digging Deep, John Feneck, founder and CEO of the Feneck Comm...
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31:38
M&A Mania: Is the Mining Industry Poised for a Wave of Deals? Nicole Adshead-Bell
Is the mining industry on the verge of a new M&A cycle? Nicole Adshead-Bell, Director of Cupel Advisory, speaks with Kitco Senior Mining Editor and Anchor Paul Harris on the sidelines of the Vancouver Resource Investment Conference (VRIC). ...
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29:40
Bumper Q3 will lure investors back to gold miners
With gold prices at record levels, the September quarter will post the highest average quarterly gold price ever, and “significant margin expansion,” said Neil Adshead, consultant analyst at the Commodities Discovery Fund. This wee...
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26:25
'We're in a stealth bull market' - Nicole Adshead-Bell on generalists buying resource stocks
Most resource companies lack good communication strategies, said Nicole Adshead-Bell, principal at Cupel Advisory.This week Adshead-Bell recorded Digging Deep with Kitco Correspondent Paul Harris at the Gold Forum Americas / XPL-DEV 2024...
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22:11
Gold is at an all-time high, resource stocks are jumping, so when does the market start to notice?
Good gold prices are delighting several miners, said David Erfle, founder and editor of the JuniorMinerJunky.com.On Thursday Erfle recorded Digging Deep with Kitco correspondent Paul Harris at the 2024 Precious Metals Summit Beaver Cree...
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21:36
Mazumdar Goldco margins healthy, but ‘range is huge’
Record gold prices are outstripping inflation and helping goldcos to healthy margins, although the range “is huge” Joe Mazumdar, Editor of Exploration Insights told Kitco Mining’s Digging Deep.“The average gross margin was 45-46% for [t...
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21:46
Ecclestone: ‘It is up to the investors to reinvest’
Christopher Ecclestone, principal and mining strategist at Hallgarten + Company, said gold companies should increase their dividend payments to shareholders as their margins increase due to the increasing gold price, which has grown about 20% t...
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31:13
Copper on the cusp after $3.25 billion mega deal
Copper M&A should heat up as a result of BHP (NYSE:BHP) and Lundin Mining (TSX:LUN) agreeing to buy Filo (TSX:FIL) for $3.25 billion (C$4.5B) and create a joint venture to develop the Josemaria and Filo del Sol deposits in San Juan Argentin...
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24:31
Smart money coming into Newmont: Erfle
With analysts expecting another strong earnings quarter from Newmont (NYSE:NEM) when it announces its June quarter results on 24 July, main street investors should start taking notice of gold stocks, Junior Miner Junky editor David Erfle told K...
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27:16
Will the gold miners embark on M&A or just do dividends? Joe Mazumdar on what to watch in Q2
If the markets don't show appreciation for a quarter that should be quite favorable for the gold miners, cashflow could just go to dividends instead of growth and M&A, said Joe Mazumdar, editor of Exploration Insights. This wee...
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21:50
“Ugly” financing likely in Victoria Gold’s future – Adshead-Bell
“Ugly” equity financing likely on the way as Victoria Gold grapples with the aftermath of a heap leach failure at its Eagle gold mine in Yukon, Canada, which could be an existential threat to the company, Nicole Adshead-Bell, principal at Cupel...
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41:07
Looking for doubles and triples - why 20% to 30% gains aren't good enough for resource investors
Equity financings continue to roll in the resource sector, noted Kitco Correspondent Paul Harris. This week Harris was joined by John Feneck, Founder & CEO of The Feneck Commodities Report. The two discussed green ...
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29:29
$1.2B in financings and four bought deals show financing window open
A spate of financings show mining is gaining favor, noted David Erfle, founder of JuniorMiningJunky.com.This week Erfle recorded Digging Deep with Kitco correspondent Paul Harris. The two discussed $1.2B of financings annou...
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25:59
The miners who are winning while gold is spiking - Joe Mazumdar warns you need to watch margins
Copper is attracting investor interest from the Middle East, noted Joe Mazumdar, editor of Exploration Insights. On Thursday Mazumdar recorded Digging Deep with Kitco correspondent Paul Harris. With copper prices hitti...
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31:30
Sometimes its a bolt on, sometimes it doesn't make sense - Luc ten Have on 2024's mining deals
Some M&A in the mining sector made sense while some other deals are puzzling, observed Luc ten Have, founder of GoldDiscovery.com. This week Ten Have spoke to Kitco correspondent Paul Harris to record an episode of Digging Deep...
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31:50
M&A takes off, groupthink coming as the race for assets is on - Adhsead-Bell
BHP's bid for Anglo American indicates a heating M&A cycle: the race for assets is on.On Friday Kitco correspondent recorded Digging Deep with guest Nicole Adshead-Bell from Cupel Advisory.
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26:24
Ecclestone: No copper shortage, but companies want giant deposits
The copper industry has got itself into a bind in that it's obsessed with big to giant mines, when smaller copper deposits should be tapped as well, is Christopher Ecclestone, Principal and mining strategist at Hallgarten + Company, told Kitco ...
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28:29