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Angkor CEO Message
Angkor Resources CEO Message March 19, 2025 Hello Shareholders This message provides a summary on the Cambodian onshore oil project called Block VIII. Last week we received final approval from Ministry of Mines and Energy to proceed on the onshore Block VIII after removal of sensitive and protected areas. (these areas we removed had been carefully assessed and indicated little value to oil and gas production and posed issues to accelerate the program in the other areas). Currently, to my knowledge, our Cambodian energy subsidiary EnerCam Resources Co. Ltd. (EnerCam) is the only company holding an oil and gas license in the Kingdom of Cambodia with a signed Production Sharing Contract. In an emerging market like Cambodia, the initial oil discoveries of the country are often opened by small companies like EnerCam, simply because the ‘big guns’ tend to be producers and not explorers, so they come in after the
Unlocking the Future George Bennett on Rainbow Rare Earths’ Strategic Vision
For information on Rainbow Rare Earths please visit https://www.rainbowrareearths.com/ LSE: RBW In this insightful episode, Steve interviews George Bennett, CEO of Rainbow Rare Earths, to delve into the company’s pioneering efforts in the rare earth elements industry, particularly focusing on their standout projects in South Africa and Brazil. Bennett discusses the strategic importance of rare earth elements in modern technology, from permanent magnets in electronics to their critical role in defense systems. Highlighting their economic advantage and lower mining risks, Bennett outlines the company’s unique approach of extracting rare earths from phospho-gypsum waste and their strategic partnerships across multiple continents. Additionally, he talks about the macroeconomic landscape, the company’s growth potential, and their plans for future development, emphasizing why Rainbow Rare Earths is undervalued in the market and poised for significant growth. 00:00 Introduction to Rainbow Rare Earths 00:27 Meet the CEO: George Bennett 00:35 Company Overview and Strategic Goals
Keep an Eye on the Bond Market
The most important task of the Treasury and the Federal Reserve is to ensure that the bond market functions properly and remains liquid. A few weeks ago, our tariff policy caused the bond market to act erratically due to uncertainty and the initial shock to the system. Fortunately, liquidity is normal, and the bonds are stable. However, a new trend has been established: bonds are under constant pressure from foreign selling and a potential resurfacing of inflation. The 10-year note is currently trading at 4.53%. This is not a concern yet, but if it breaks the resistance at 4.60%, it will open the door to a yield rally (bond selling) all the way to 5% or above. Keep an eye on those levels. This will have an immediate effect on other asset classes, including equities, metals, and other commodities. Dennis
Technical Analysis of Gold
Sometimes, a simple technical analysis paints a clear picture. Three weeks ago, we wrote that Gold was running a bit too hot and had gotten overbought. We recommended taking some profits or hedging some of the gold and precious metals positions. It was timely because Gold proceeded to correct about 8%. The chart above of GLD illustrates how that short-term correction unfolded and how prices went down to the 50-day moving average (blue line). The fact that it held points to the fact that Gold remains in a healthy bull market. Considering our economic uncertainties, Gold should start another leg higher, taking the prices to the new all-time highs. Dennis
Unearthing Riches Inside Tectonic Metals’ Flat Gold Project
Unearthing Potential: Tectonic Metals’ Flat Gold Project in Alaska Tectonic Metals is making waves in the gold exploration world with its promising Flat Gold Project, located in one of Alaska’s richest mining jurisdictions. With an experienced team and strong partnerships, this project holds exciting potential to become the next big gold discovery. A Property Rich with History and Promise The Flat Gold Project has already seen over 80 drill holes, and every single one has intersected gold mineralization. This remarkable consistency highlights the vast extent of the gold system at Flat. The region itself is Alaska’s third richest placer mining district, with 1.4 million ounces of placer gold historically extracted from streams and creeks nearby. Such abundant placer gold is a strong indicator that the bedrock source — the Flat Gold Project itself — could hold many times that amount, possibly exceeding five million ounces. The Expert Team Behind the
Heliostar Metals Breakthrough Gold Mining Results and Future Prospects
For more information about Heliostar Metals, please visit: https://www.heliostarmetals.com/ OTCQX: HSTXF TSX.V: HSTR In this episode, Charles Funk of Heliostar Metals discusses recent high-grade gold mining results and their impact on the company’s growth trajectory. Key highlights include striking 56 meters at nearly 2.9 grams of oxide gold and promising intercepts with high gold assays. The discussion also covers quarterly financial results showing robust cash flow and an increase in cash balance, alongside future growth plans, particularly in the expansion of pit mining and potential underground operations. Funk also shares insights into the favorable political climate in Mexico and strategic execution by Heliostar’s team as they aim to become a significant gold producer. 00:00 Introduction and Initial Highlights 00:30 Company Background and Recent Developments 00:54 Detailed Drill Results and Future Prospects 02:32 Quarterly Results and Financial Health 04:29 Strategic Vision and Growth Plans 06:18 Operational Focus and Execution 10:27 Navigating
Golden Opportunities: Sonoro Gold Discusses Mexico’s Mining Future
For more information about Sonoro Gold: https://sonorogold.com/ TSX.V: SGO OTC: SMOFF In this episode, Andy interviews Ken MacLeod and John from Sonora Gold about the significant changes in the Mexican mining sector and their impact on Sonora Gold’s operations. They discuss the newfound support from the Mexican government under President Claudia Scheinbaum, which has led to the approval of numerous mining projects. Ken highlights the company’s robust shareholder base and its recent stock price increase, reflecting growing confidence among investors. Additionally, they touch upon upcoming plans, emphasizing that Sonora Gold is poised for substantial growth with the rise in gold prices and improved regulatory environment in Mexico. Both guests stress the company’s commitment to transparency and responsible management as they move towards production. 00:00 Introduction and Setup 00:12 Ken MacLeod on PDAC Experience 01:03 Changes in Mexican Mining Policies 04:03 Sonora Gold’s Stock Performance 10:28 Future Prospects and Permitting 15:45
Market Update 05/18/2025
The stock market has been enjoying a relief rally over the last few weeks, triggered by hope that the tariff situation will be resolved somehow. Gold and other risk-off assets pulled back, while the bond market is still confused. And all of a sudden (or not so suddenly), after the markets closed on Friday, Moody’s credit agency downgraded the US credit rating. Here is what they said: “This one-notch downgrade on our 21-notch rating scale reflects the increase over more than a decade in government debt and interest payment ratios to levels that are significantly higher than similarly rated sovereigns” A couple of months ago, before the correction started, the S&P 500 was at one of the most overvalued levels in history. Now, it is back close to all-time highs again with the same absurd valuations, very little guidance from companies due to tariff uncertainty, a US credit downgrade, and
