Strategic Investments: Navigating North American Resource Development
Join us for an insightful panel discussion exploring the evolving North American resource investment landscape during these unprecedented economic times, moderated by Nick Hodge from Digest Publishing. The conversation will delve into how current global shifts, market volatility, and policy changes are creating unique opportunities for strategic investors in the resource sector.
Mon, March 17, 2025 at 10:00 AMendedReplay
Investor webinar replay
Meeting Overview The meeting featured discussions among CEOs from three mining and technology companies regarding their operations, the impact of tariffs on the mining sector, and the importance of technology in addressing supply chain challenges. Each CEO provided insights into their company's focus and how current market conditions are shaping their strategies. Key Discussion Points - Introductions of the CEOs and their respective companies: - Andrea Aranguren (MineHub Technologies) discussed digital supply chain solutions for mining. - Jamie Levy (Generation Mining) highlighted the development of a copper and PGM project. - Julian Treger (Kotech Holdings) emphasized technological innovations in mining. - The impact of tariffs on the mining industry and how companies are navigating these challenges. - The role of technology in improving supply chain transparency and efficiency. - The current state of the mining sector, including market conditions and investment opportunities. Deci...
Mr. Julian Treger was previously the Chief Executive Officer of Anglo Pacific Group Plc. During his tenure at Anglo Pacific Group, he executed $450 million of acquisitions, transforming the business from a coal-based royalty business to a battery focused streamer, at the same time increasing income from £3 million in 2013 to close to £62 million in 2021.
Mr. Treger also serves as non-executive chairman of Audley Capital Advisors llp, an investment advisory firm focused on natural resources with a long track record of transforming and unlocking considerable value in the commodities extraction space, including the restructuring and sale of Western Coal Corp, and development of Mantos Copper which recently merged with Capstone Copper Corp. In addition, Mr. Treger holds external non-executive directorships with MagIron llc, and BSL plc. He has a BA from Harvard College and an MBA from Harvard Business School.
Jamie Levy has over 25 years’ experience in financing and management of Canadian mining companies.
Mr. Levy is currently President, CEO, and Director of Generation Mining Limited. He was formerly the
President and CEO of Pine Point Mining which was acquired by Osisko Metals. He is on the board of
Moon River Moly Ltd, Conquest Resources Ltd., Montero Mining & Exploration Ltd. and Kenorland
Minerals Ltd.
Now in Spokane after over thirty years in northeastern Maryland, Nick Hodge is the Co-founder of Digest Publishing and Publisher of Daily Profit Cycle.
He offers a series of products geared toward helping high net worth and retail investors manage their own money and financial destiny.
Previously, Nick founded the Outsider Club, and built it into a financial publishing behemoth serving hundreds of thousands of investors and generating tens of millions in revenue.
He has co-authored two books on investing, Investing in Renewable Energy: Making Money on Green Chip Stocks and Energy Investing For Dummies.
Nick has long championed investing via private placements, and has made millions for himself and his clients while helping to finance some of the most exciting early stage companies in the resource, energy, cannabis, biotech sectors — and beyond.
Known for a “call it like you see it” approach to money and policy, Nick’s intuition for using global change for financial gain has earned him followers across the world and led to countless media appearances.
When he's not writing, investing, or flying around the world to meet with company executives, Nick can usually be found somewhere on his small ranch in the Inland Northwest with his beautiful wife and three children, pursuing the outdoor activities he grew up with and continues to love.
Andrea Aranguren (previously Chief Customer Officer & Co-founder of Waybridge) has 10 years of experience in commodities operations (oil & gas, metals, and environmental) and in helping startups to optimize their logistics & manage their supply chains. Previously, Andrea was VP of Logistics at Goldman Sachs.
Replay transcript excerpt
Speaker 1: Well, I am Nick Hodge. Happy Monday morning to you. Happy Speaker 1: St. Patrick's Day. I hope you're caffeinated. I have with me Speaker 1: 3 lovely companies here of which I am a shareholder of all of them. I run a letter called the Hodge Family Office for Digest Publishing. And I'm here on behalf of 6 to talk with Speaker 1: Andrea Aranguren, president Speaker 1: and CEO of MineHub Technologies, Speaker 1: Jamie Levy, Speaker 1: president and CEO of Generation Mining, and Julian Traeger, president and CEO at Kotech Holdings. You all had the same title, so it made it easy for me to memorize this morning. You're all CEO Speaker 1: and president. Speaker 1: We're going to launch right into this. Some people might not be familiar with your company. So let's do a 1 minute introduction, Speaker 1: who you are and what your company is doing. And of course, ladies 1st. So Andrea, to you. Thank you, Nick. Thanks for having me. Good morning, everyone. Speaker 2: As Nick mentioned, I'm Andrea Aranger and I'm the CEO of MineHub. Speaker 2: I've spent most of my career in physical commodities markets, primarily on the operations and logistics side. Speaker 2: I've worked in base metals markets, oil and gas, environmental commodities, spent time at large companies like Goldman Sachs and IHS Market. I've also worked with many different startups. I co-founded a company called Waybridge in 2019, Speaker 2: and we sold to our biggest competitor, MineHub, in 2023. Speaker 2: Minehub is a technology company. We provide a digital supply chain management solutions for mining and metals companies. Speaker 2: So our platform provides real-time visibility into shipments, inventory management, Speaker 2: trade administration Speaker 2: and reporting. So we help our customers to ...
