Episode 80: The junior mining special ft. PwC & PearTree

The Northern Miner Podcast

This week we're digging into trends in junior mining and capital markets! Matt chats with PwC Canada's National Mining Leader Liam Fitzgerald about the recently-released Junior mine 2017 report. We dig into recent "upward trends in cash balances and deal activity" (9:05) on the S&P/TSX Venture Composite Index and talk commodity trends and market outlooks heading into 2018. Liam discusses the importance of exploration investment and highlights the importance of building a cohesive narrative when it comes to financing venture companies (17:16). He mentions two juniors specifically, including: Barkerville Gold Mines (TSXV: BGM) and Cobalt 27 Capital’s (TSXV: KBLT) $200-million initial public offering (IPO). Matt asks about the emerging "technology metal," or green economy, and how it structurally differs from traditional mining companies. (18:15) Also lithium! (20:45) Liam also provides some insight in the global economy and what the expect heading into 2018. (22:00) Meanwhile, Matt sits down with Lisa Davis, the CEO of PearTree Securities, during our Sponsorship Spotlight to talk about the innovative charity flow-through financing model. (27:45) Lisa explains the corporate social responsibility (CSR) implications of PearTree's work and underlines the importance of executive-level diversity for mining companies. Lisa also explores some trends in junior mine finance, including Goldcorp's (TSX: G; NYSE: GG) goal to invest $100 million in a portfolio of junior explorers. Articles referenced: Barkerville sees long-term potential in Cariboo Gold: http://www.northernminer.com/news/barkerville-sees-long-term-potential-b-c-s-cariboo-gold-district/1003785318/ Osisko Gold to buy Orion’s royalties for $1.1B: http://www.northernminer.com/news/osisko-gold-buy-orions-royalty-portfolio-1-1b/1003786858/ PearTree helps industry give back via charity flow-through: http://www.northernminer.com/financial-matters/pear-tree-helps-industry-give-back-via-charity-flow-through/1003627850/ Cobalt 27 offers ‘pure play’: www.northernminer.com/news/cobalt-27…re/1003787537/ Editorial: Iamgold’s Letwin tells of hard lessons learned in keynote at PMF: www.northernminer.com/people-in-mini…mf/1003790723/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Roundup 2017: Goldcorp scouts out investments in juniors: http://www.northernminer.com/news/goldcorp-scouts-investments-junior-explorers/1003783272/ Music Credits: "Exciting Trailer" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Isolated" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/