Redaktion

Join host Lyndsay Malchuk on Market Frontlines for a compelling conversation with Kimberly Ann, Founder, CEO, President, and Director of Lahontan Gold Corp (TSX: LG). The gold market has heard every story before, so why listen now? Because this one comes with leadership that is fully accountable, all-in, and building from the ground up. Recorded at the MKK in Munich, this interview cuts through the noise: discover how Lahontan’s West Santa Fe project offers bolt-on ounces just 13 kilometers from existing infrastructure, why the company’s cash costs are as low as $1,200 per ounce, and how a 12-to-18-month payback period makes this one of the lowest-risk gold stories today. From reclaiming 200,000 ounces from historic heap leach pads to a six-month buildout timeline, from sonic drilling to an aggregate-style permit, Kimberly explains why she refuses to compromise her company’s legacy with easy but costly financing. If you want to understand why the mining space is the best place to be, how to spot genuine alignment, and what real hands-on leadership looks like, this episode is for you.

Join host Lyndsay Malchuk on Beyond the Ticker for an exclusive inside look at Volatus Aerospace Corp., where CEO Glen Lynch reveals how Canada is quietly rebuilding its airspace from the ground up. As Canada’s defense posture shifts toward sovereign capability and NATO interoperability becomes operational, Volatus is positioning itself as a national champion – integrating piloted aircraft, remotely piloted systems, autonomy, manufacturing, engineering, and training into one unified aerospace platform. Discover how the company operates two parallel revenue engines (commercial and defense), flies over 2 million kilometers of pipeline inspections annually, and operates one of the world’s most complex drone flight paths directly under intersecting runways at Edmonton International Airport. From the Condor XL with a 10‑meter wingspan to the Canary making urgent medical deliveries, this episode pulls back the curtain on the technology, safety, capital discipline, and culture driving the quiet revolution in aerospace. Whether you’re an investor, industry professional, or simply curious about the future of flight, you’ll walk away understanding why Volatus is far more than a drone company – it’s a data‑driven, full‑lifecycle aerospace partner for the 21st century.

Join host Lyndsay Malchuk on Market Frontlines for a direct, no‑holds‑barred interview with Terry Lynch, CEO of Power Metallic Mines Inc. (TSX.V: PNPN, OTC: PNPNF, FRA: IVV1). As the world screams for copper to fuel electrification, AI, and post‑war rebuilding, almost no one is talking about where that copper will actually come from. Terry breaks down why one of the highest‑grade copper discoveries in a generation is being overlooked, how Power Metallic is delivering 95% recoveries and intercepts like 16 metres of 15% copper, and why the company’s upcoming mineral resource estimate (summer 2026) and preliminary economic assessment (end of 2026) could be a massive re‑rating catalyst. Learn why grade equals profitability, why Quebec offers the best jurisdiction for critical minerals, and how investors can still enter at a fraction of the value of metal in the ground. If you’re looking for copper exposure before the crowd arrives, this conversation is your wake‑up call.

The Middle East conflict is not just geopolitical tension – it is a live stress test on the entire global energy system. Every spike in oil, every supply disruption, forces the same question back into focus: where does reliable energy actually come from when everything else becomes unpredictable? In this 13th episode of Markets and Leaders, host Lyndsay Malchuk sits down with Conor Lynch, founder of American Atomics, for a hard-hitting look at the hidden choke points in energy markets. They discuss why the Strait of Hormuz disruption is far from over, how 20% of Qatar's LNG compressors were destroyed (with 3-5 year lead times), and why nuclear fuel supply chains – from yellow cake to HALEU – are now a strategic imperative. Conor explains the real bottleneck for AI data centers is not chips but power, the critical role of SMRs, and why the uranium long-term contract price has been rising for five straight years. He also breaks down the "chain reaction" of a full-scale Middle East escalation, a Western nuclear buildout under national security mandates, and what happens if AI energy demand doubles overnight. If you want to understand what the market is not pricing in, this is the conversation to watch.

What happens when an entire continent needs massive amounts of metals but struggles to produce them itself? You start investing in the companies that will find them somewhere else. In this episode of Market Knowledge, host Lyndsay Malchuk reveals why European investors—not Canadians or Americans—are now among the most aggressive capital providers in global mining. With Europe facing slow growth, high energy prices, and a manufacturing slump, its push into electrification, EVs, battery storage, grid expansion, and defense modernization demands enormous volumes of copper, lithium, nickel, and rare earths. Yet Europe produces very little of these metals. Permitting takes over a decade, regulations are strict, and local opposition stalls projects. The result? A massive supply gap. European family offices, commodity funds, and industrial-aligned capital are deploying strategically into Canadian explorers, South American development projects, African companies, and Australian resource plays. This is not speculative money—it's strategic, early, and driven by critical mineral independence and security. Lyndsay explains why traditional mining capital markets have tightened, how European investors are filling the void, and what this quiet repositioning signals about the next resource cycle. If European capital is moving now, what do they see coming that the rest of the market hasn't priced in?

Join host Lyndsay Malchuk on Market Frontlines for an urgent, no-nonsense conversation with Conor Lynch, founder of American Atomics. As the Strait of Hormuz disruption exposes the fragility of global energy supply chains, governments and Fortune 500 companies are racing to secure domestic nuclear fuel. Discover why the US aims to scale uranium production from 2 million to 20 million pounds per year by 2033, how geopolitical leverage is shifting, and why American Atomics’ Big Indian project could become one of the largest undeveloped uranium deposits in the United States. From salt anticline geology to a potential second conventional hard rock mill, this interview lays out the real-world path to energy independence. If you care about national security, critical minerals, or the future of baseload power, this episode is a must-watch.

Join host Lyndsay Malchuk on Market Frontlines, live from the floor at PDAC Toronto, for an exclusive interview with Sean Cleary, Chairman & CEO of Strategic Resources Inc. As governments push for industrial independence and cleaner steel, Strategic Resources is advancing a fully permitted pellet plant at Port Saguenay, Quebec – now seeking to expand to 4 million tons per year. Discover how the company is positioning itself to supply high-purity iron for a decarbonizing steel industry, backed by strong government sponsorship, major shareholders like Orion Mine Finance, and deep partnerships with First Nations groups. Learn about their $500 million project financing, the upcoming environmental permit amendment, construction readiness timeline, and the competitive advantage of low-carbon pellets for European markets under CBAM. If you’re an investor, industry professional, or following the future of critical minerals and reshoring, this is a must-watch conversation.

Join host Lyndsay Malchuk on Market Frontlines for a high-impact conversation with John Passalacqua, CEO of First Phosphate (CSE: PHOS, OTCQB: FRSPF). While the world chases lithium for the energy transition, Passalacqua reveals the hidden bottleneck: phosphate, which makes up 61% of an LFP battery cathode. First Phosphate is not just another mining story – it’s a fully integrated supply chain solution, from high-purity phosphate projects in Quebec to the first-ever LFP battery cell made entirely from North American critical minerals. Discover how the company wrapped a drilling campaign 10,000 meters ahead of plan, secured a non-dilutive $16.7 million CAD federal contribution, and signed a binding, prepaid offtake agreement – a rarity in the junior space. Passalacqua also opens up about risk, transparency, valuation disconnect, and why he believes the market is still overlooking the single most critical ingredient in the LFP boom. If you care about battery supply chains, this episode is a must-watch.

What if everything we've been told about markets is already out of date? In this episode, host Lyndsay Malchuk sits down again with Florian Grummes, founder of Midas Touch Consulting, for a raw, on-the-ground conversation recorded in the wake of the Iran-Israel conflict. Florian shares his firsthand experience fleeing Dubai as drones were shot down, then connects the dots between geopolitical shocks, the fragile US petrodollar system, and the return of stagflation. He explains why the commodity super cycle is now confirmed, why oil has exploded while gold and silver correct, and why Bitcoin's stability during the crisis signals a potential bounce – but not the end of crypto winter. Florian also breaks down the battle for energy corridors, China's gold-backed currency ambitions versus America's digital dollar pivot, and why hard assets are no longer optional. If you want to understand what the metals market just exposed about our global system, this is the conversation to watch.

Join host Lyndsay Malchuk on Market Frontlines for an exclusive interview with David Christie, President and COO of Globex Mining Enterprises Inc. (TSX: GMX, Frankfurt: G1MN). In a convention center full of drill stories and single‑asset speculation, Globex has built something far more strategic – a mineral bank. With over 200 wholly owned properties, 107 royalties, and zero mining operations, Globex has spent decades assembling optionality across gold, silver, base metals, and critical minerals. Discover how a strong balance sheet, no shareholder dilution, and a disciplined royalty model create leverage without single‑asset risk. Learn about their upcoming production royalties, new discoveries like the Rouyn-Merger project, and why Globex is transitioning from project generator to royalty powerhouse. Whether you’re an investor seeking diversified commodity exposure or interested in a patient, counter‑cyclical mining strategy, this conversation delivers actionable insights.

Join host Lyndsay Malchuk on Market Frontlines, live from PDAC 2026 in Toronto, for an exclusive interview with Eira Thomas, President and CEO of North Arrow Minerals Inc. (TSX-V: NAR). In a market starving for real catalysts, Eira – a legendary dealmaker and geologist – reveals how North Arrow turned just $1.2 million into six separate gold discoveries on a single, underexplored belt in Botswana. Learn how proprietary drone magnetics and a truck-mounted RC drilling system cut through Kalahari sand cover to deliver 175 holes and a best intercept of 1.56 g/t over 30 metres. Discover why Botswana is called the “Switzerland of Africa,” how North Arrow is leveraging local talent and 15 years of in-country experience, and what the next 12-18 months hold as the company angles for resource definition across 70 kilometres of Archean greenstone. Whether you’re an investor, geologist, or industry professional, this is a masterclass in capital-efficient exploration and bold leadership.

A U.S. president publicly declares that an entire civilization “will die tonight, never to be brought back again” – and within hours, a ceasefire is signed. While the world processes relief or confusion, markets move with cold, mechanical precision. This is not geopolitics. This is influence being traded in real time. In this critical analysis, Lyndsay Malchuk exposes how a single social media post from the most powerful man on earth now moves global oil prices by 10%, transferring billions in seconds. She breaks down the escalating deadlines towards Iran, the pattern of oil spikes on threats and pullbacks on extensions, and why this behaviour has stopped being noise and become market infrastructure. Discover why price is no longer anchored to physical reality but to the expectation of how reality will be framed in the next moment – and what that means for risk, volatility, and every investor still looking at the old system.

Join host Lyndsay Malchuk on Market Frontlines for an unflinching conversation with Peter Spina, CEO of Gold Seek – a market operator who has shaped the precious metals conversation for two decades. As silver is officially classified a critical metal and central banks hoard gold at record pace, Peter explains why the West is still asleep at the wheel. Discover the structural silver supply deficit now entering its sixth year, the weaponization of the dollar driving de-globalization, and why gold and silver equities are historically cheap despite soaring profits. Peter also shares why holding physical metal is about financial self-defense – not just speculation – and why the “new gold order” is already here, even if mainstream portfolios haven’t noticed. Whether you’re an investor, analyst, or someone questioning fiat currency, this episode delivers hard-hitting insights into the resource war, monetary reset risks, and the single best risk-reward setup in decades.

Join host Lyndsay Malchuk on Market Frontlines live from PDAC 2026 for an exclusive interview with Greg Johnson, Chairman and CEO of Metallic Minerals. After a 15-year bear market for junior miners, capital is finally hunting for real assets in safe jurisdictions. Greg explains how Metallic Minerals built district-scale positions in Colorado’s La Plata project (copper, silver, gold, PGM) and the Keno Hill silver district in Yukon – right next to Hecla Mining’s largest Canadian silver mine. Discover why primary silver is scarce, how Newmont became a strategic investor, and why the industry’s lack of exploration over the past decade and a half has created a structural supply gap. If you want to understand where real demand meets scarce supply in critical metals, this conversation delivers the market intelligence you need.

Join host Lyndsay Malchuk on Market Frontlines for an exclusive interview with Danny Huh, Senior Vice President of Strategy & Operations at NEO Battery Materials Ltd. (TSXV: NBM / OTCQB: NBMFF). As defense tech and physical AI demand longer flight times and faster charging, NEO is stepping up with a breakthrough silicon anode battery solution. Discover how NEO solved the historic volume expansion problem of silicon by using low-cost metallurgical grade silicon and retrofitted wet processing – cutting costs by 60-80% compared to competitors. Learn why the company pivoted from EV to drones and robotics, achieving double the flight time of Chinese batteries in live drone tests. With the US phasing out Chinese batteries by 2028-2031, NEO offers a secure, Korean-made supply chain and is already delivering prototypes to Asian military drone manufacturers. From their new 3.2-acre commercial facility to strategic defense advisors, find out how NEO plans to produce 2-4 million battery cells per year and become a recognized defense battery brand outside of China.