
Renowned Fund Manager Greg Coffey Takes a Near 10% Stake in Harena
Greg Coffey, the veteran fund manager, has purchased a 9.7% stake in Harena Rare Earths through a £2 million subscription. Coffey’s own fund now sits alongside RAB and other institutional investors on Harena’s register. The company is pressing ahead with its Ampasindava rare‑earths project in Madagascar, while maintaining financing talks with the U.S. Development Finance Corporation. Chairman Ivan Murphy confirmed the latest developments in a recent briefing.

Harena Rare Earths Raises £2m & Welcomes ‘Wizard of Oz’ Investor Gregory Coffey
Harena Rare Earths (LON:HREE) secured a £2 million subscription, bringing the Wizard of Oz‑type investor Gregory Coffey on board as a 10% shareholder. The capital will be deployed into the Ampasindava ionic‑clay rare‑earth project in Madagascar, which already has an offtake...

Adrian Day: 'Absolutely' Bullish on Gold & Why Oil Is 'Extremely Cheap'
Adrian Day, founder of Adrian Day Asset Management, reiterated his unwavering bullish stance on gold, arguing that the precious metal’s long‑term cycle remains in its early phase and that the current bull market has ample room to run. He highlighted...

The COB: Waging War
The S&P/ASX 200 slipped 0.03% to 9,200.90 points as March opened with heightened geopolitical risk from US‑Israeli strikes on Iran. Energy stocks rallied 5.3% after Brent crude surged up to 13% before easing, lifting Woodside and Santos by roughly 7%...

Fortune Bay: Developing Saskatchewan's Next Gold Mine
Fortune Bay Resources (TSXV: FOR) is advancing its flagship Goldfields project in Saskatchewan toward a prefeasibility study while progressing provincial permitting and community engagement, aiming to develop what management calls Saskatchewan’s next gold mine. The company remains gold-focused but has...

Lithium Might Not Be the Bull Market You Think It Is | Libra Energy Materials Interview
The interview on Resource Talks challenges the conventional view of a lithium bull market, arguing that recent price spikes may not signal a sustainable, long‑term uptrend. Host Kobe Kushner explains that lithium’s volatility and shorter cycles set it apart from...

Pranay Kotasthane on the Political Economy of Rare Earths and Critical Minerals
In a February 2 2026 interview, Takshashila deputy director Pranay Kotasthane dissected the political economy of rare earths and critical minerals, highlighting China’s overwhelming production dominance and India’s strategic ambitions. He explained the distinction between rare earths and broader critical minerals, noting...

Francis Hunt: 'Turbo-Juiced' Gold, Why Parabolic Silver Is Next & The Fiat Collapse
Francis Hunt, founder of The Market Sniper, warned that the fiat‑based monetary system is entering a collapse phase, positioning gold as the ultimate hedge. He predicts a parabolic surge in silver that could drive the gold‑silver ratio into single‑digit levels....

Uranium’s Catch‑Up Trade: Nuclear Power’s Next Decade of Demand
The episode of Metals in Motion focuses on the accelerating demand for uranium as the nuclear power sector positions itself for a decade‑long growth spurt. Sprat Asset Management’s CEO John Champalia explains why the firm has placed uranium among its...

Nickel Market Faces Structural Shift as Top Producers Coordinate Supply Discipline
The video examines a structural shift in the nickel market as Indonesia, the Philippines and other top producers tighten supply discipline, driving LME prices sharply higher. After three weeks of trading in a $16.5‑$18k/ton band, prices jumped nearly 5% to...

Cheap No More: How Rising Demand Is Reshaping US Natural Gas, with Artem Abramov and Jai Singh
The episode examines how the United States’ natural‑gas market is transitioning from a decade of ultra‑low prices to a tighter, higher‑cost environment. Rising demand from newly approved LNG export projects, rapid data‑center build‑outs supporting AI workloads, and broader electrification are...

Conference Season Sets Stage for Gold Sector Deal-Making & Investor Gains
The episode spotlights the gold mining sector’s unprecedented cash‑flow environment as gold prices hover above $4,000 an ounce, and how this financial firepower is reshaping capital‑allocation strategies. With Q1 results on the horizon—most notably Agnico Eagle’s multi‑million‑dollar daily free cash...

Helix Exploration CEO on First Montana Helium Output
Helix Exploration PLC announced it has become the first helium producer in Montana, achieving commercial output just 22 months after its IPO – the fastest timeline for any publicly traded helium explorer. The Rudyard plant is initially delivering about 1,500...

Rick Rule: I Took Profits, But I’m Still All-In on Precious Metals #preciousmetals #gold #silver
Rick Rule, veteran natural‑resource investor, opened the interview by highlighting 2025 as one of his best years on record for precious metals and related equities. He acknowledged taking profits, particularly in physical silver, but emphasized he never exited the sector...

How a Potential U.S. Strike on Iran Could Affect Oil Volatility
The video examines how a potential U.S. military strike on Iran could reverberate through global oil markets, focusing on the risk of heightened volatility amid ongoing nuclear negotiations. Former Energy Secretary Ernest Moniz argues that, structurally, the market is currently...

This Gold and Silver Cycle Ends in "Mania"
Christopher Aaron of iGoldAdvisor warned that the current gold and silver market cycle will not taper off quietly but will culminate in a manic surge. He predicts rapid price appreciation as investors rush to secure precious metals amid lingering inflation...

The Easiest Way to Invest in The Copper Boom
Copper prices have surged to all‑time highs as AI‑driven data centers, widespread electrification and grid expansion drive unprecedented demand. In a Metals in Motion interview, Sprott Asset Management’s Steven Schoffstall explains that the rally is underpinned by a structural supply...

Pan African Resources, Great Southern Copper, Buccaneer Energy, Rome Resources, Sovereign Metals
Pan African Resources reported record first‑half earnings of $147.8 million, driven by a 51% production surge and a near‑70% reduction in net debt, positioning the firm to become cash‑positive by month‑end. Great Southern Copper announced high‑grade copper hits at the Mostaza...

Silver's Run Not over, Price Staging 45-Year Breakout
The video focuses on silver’s dramatic price movement after breaking out of a 45‑year consolidation that began in 1980 and lasted through November 2025. The breakout point was identified at $50 per ounce, a level that triggered a rapid rally. Following...

Revival Gold (TSXV:RGV) - 'Undervalued?' Investment Series, with Hugh Agro
Revival Gold Inc., a TSXV‑listed miner, is targeting undervalued brownfield gold assets in the western United States. CEO Hugh Agro argues that the global gold supply gap—120 million ounces produced versus only 20 million ounces discovered annually—creates a moat for existing mines....

Gold Still Cheap, Ultimate Price Will Surprise
Gold remains cheap, yet analysts like Jaime Carrasco of Harbourfront Wealth Management predict a dramatic price surge that could surprise even seasoned investors. The Investing News Network highlights this outlook alongside resources such as live gold pricing, gold IRA guides,...

Americas Gold & Silver (TSX:USA) - New USA Critical Minerals Hub to Be Built
Americas Gold & Silver announced a joint venture with United States Antimony to build a $50 million antimony processing plant at its Galena Complex in Idaho. The partnership gives Americas 51% ownership, allowing it to capture full market prices for the...

Physical Gold Market in Crisis
Dr. Adam Trexler of Valaurum warned that the physical gold market is entering a crisis. He cited tightening supply, rising premiums, and waning investor confidence as key stressors. The warning follows a year of record gold ETF inflows reversing and...

Market Volatility Opens Door for Mining Mergers as Stock Prices Stabilise
Precious metals and mining stocks saw sharp volatility in early February 2026, driven by temporary Treasury liquidity withdrawals and the Chinese New Year lull. Institutional investors view the pullback as a tactical entry point rather than a structural shift, with...

Ur-Energy (AMEX:URG) - Bringing Second Uranium Mine Online as Demand Surges
Ur‑Energy is bringing its Shirley Basin satellite mine online in Q1 2026, adding a second uranium production facility to its Lost Creek hub. The new ISR operation will begin yellowcake output in Q2, leveraging existing processing infrastructure and a $120 million convertible...

55 North Mining: The Economic Upside of US$5,000 Gold & High-Grade Project Next to Alamos Gold
55 North Mining (CSE:FFF) CEO Bruce Reid highlighted that its Last Hope gold project sits just 20 kilometres from Alamos Gold’s Lynn Lake operation in Manitoba’s Lynn Lake Greenstone Belt. The project boasts high‑grade gold intercepts, which under a $5,000‑per‑ounce...