The Northern Miner podcast – episode 92: The technology commodity redux (!) ft. Cobalt 27

A rendering of some of the 272 Tesla Powerpacks integrated with a 13MW solar installation at the Kauai power project in Hawaii. Credit: Tesla.A rendering of some of the 272 Tesla Powerpacks integrated with a 13MW solar installation at the Kauai power project in Hawaii. Credit: Tesla.
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We’re going high-tech this week with a focus on technology minerals and an update on the cobalt market. Matt is joined by Cobalt 27 Capital (TSXV: KBLT) chairman and CEO Anthony Milewski to discuss the global conversation around renewable energy and recent developments in the sector (8:55).

Milewski notes that the electric-vehicle (EV) industry is a rapid phase of growth and explains how grid power will play a major role in technology markets heading forward. We talk about the availability of capital, the deal with vanadium, and what investors might be missing in the EV opportunity!

Matt also ruminates on Capstone Mining‘s (TSX: CS) recent sale of the Minto copper mine in the Yukon to U.K.-based Pembridge Resources (LON: PERE). The deal included US$37.5 million in cash, plus working capital adjustments, and shares representing 9.9% of Pembridge (30:00).

Yukon Mining Alliance

Yukon Mining Alliance

And we dig into the buzz on platinum group metals (PGMs). (4:35)

Finally, staff writer Richard Quarisa returns with the Mining Minute, which features president and CEO of Golden Arrow Resources (TSXV: GRG; US-OTC: GARWF), Joseph Grosso. (5:40) The company advanced its Chinchillas silver project in Jujuy Province from discovery to development in just five years. It now holds a 25% share of Puna Operations, a joint venture company operated by SSR Mining (TSX: SSRM; NASDAQ: SSRM).

Articles referenced:

Cobalt 27 offers ‘pure play’

Golden Arrow teams up with Silver Standard in Argentina

Lithium Snapshot: Six juniors with active projects

Nemaska Lithium upsizes Whabouchi production plans

Editorial: Cobalt positioned to enjoy strong year

Music Credits:

“Acid Jazz” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

“Slow Burn” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

“Octo Blues” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

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