Streaming and Royalties Investments and Understanding the Carbon Market Opportunity with Anthony Milewski
Dig Deep – The Mining Podcast Podcast
In this episode, we chat with Anthony Milewski, Chairman of Nickel 28, an innovative battery metal focused investment vehicle. Nickel 28´s current main focus is on metal streaming and royalty agreements. They offer investors exposure to the metals that are integral to the key technologies that the electric vehicle and energy storage markets need. Anthony is an entrepreneur with a background in Finance and Law. So, apart from talking about Nickel 28, he discusses and informs us about carbon credits and carbon footprints. In particular, how its introduction into the mining industry is changing the way things are done. KEY TAKEAWAYS Get in early with metals and commodities. Understandably, demand for the metals that go into batteries is set to grow fast. With the streaming and royalty model, you have exposure to the commodity price but have no operating exposure. Diversifying across assets and jurisdictions has benefits. Royalty agreements secure investors a % of revenue. There are many different permutations to consider. Streaming is linked in some way to the physical commodity. Anthony explains in more detail, in the podcast. There are two markets for carbon (emissions markets). The regulated and the voluntary markets. The voluntary market is set to dwarf the regulated market. Anthony covers how the voluntary market in detail. ESG standards mean that most mining companies will be involved in the carbon market. Supply and demand dictate the price of carbon credits. The price of carbon keeps going up, which makes it a potentially good investment. Carbon will become an important feature of the balance sheet. Carbon footprint is set to become a significant part of any investor’s decision process. Anthony explains why the price of nickel is likely to rise. BEST MOMENTS ‘Try to invest in the metals and commodities early on. ´ ‘Carbon is going to become an important feature of the balance sheet.’ EPISODE RESOURCES Twitter - https://twitter.com/a_milewski VALUABLE RESOURCES mailto:firstname.lastname@example.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJg_Q?guided_help_flow=3 ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first world to third world countries from Africa, Europe, Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD email@example.com https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.See omnystudio.com/listener for privacy information.
The voluntary carbon markets are a route that many investors and companies are looking at to make a difference. In this episode, Adam Torres and Anthony Milewski, Chairman at Nickel 28, explore decarbonization and what investors should know. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/
Episode 245: China has ‘stronghold’ on battery supply chain, ft Nickel 28 Capital’s Anthony Milewski
The Northern Miner Podcast
This week’s episode features Nickel 28 Capital chairman Anthony Milewski in conversation with Northern Miner Podcast host Adrian Pocobelli at the Global Mining Symposium. Anthony describes in detail how China has created a seemingly insurmountable lead in dominating the battery supply chain for “years to come.” He also discusses the fundamentals of nickel, lithium and cobalt, as well as the supply chain dynamics for each of the metals.This week’s episode is sponsored by Revival Gold and the company’s Beartrack-Arnett gold project in Idaho. Learn more about Revival Gold at: https://revival-gold.com/Music Credits:“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).Licensed under Creative Commons: By Attribution 4.0 Licensecreativecommons.org/licenses/by/4.0/
169 Anthony Milewski - If Electrification is the Future, Somebody Better Start Building Nickel Mines!
Silver Bullion TV (SBTV)
SBTV spoke with Anthony Milewski, Chairman of Nickel 28, about the underinvestment in the nickel mining industry and why somebody better start building some nickel mines if the electrification of cars and homes is the future!
The Potential of Carbon Credits w. Anthony Milewski
The Insider's Guide To Finance
The time has come for environmental issues to take the stage; with companies being pressured from all angles to employ sustainable practices and offset their carbon footprints.Our guest on today’s show is already way ahead of this trend. Anthony Milewski has been financing and building mining and exploration companies for many years. He has also always been passionate about the enviroment and decarbonization. In this episode, Anthony enlightens us about the two carbon markets that exist; the ways that these markets have developed over the years; and how the process of acquiring and extinguishing carbon credits works. The voluntary carbon market is the most interesting market that Anthony has ever seen. After listening to this episode, you’ll likely understand why he feels this way. Anthony’s field of specialty is unusual and fascinating.We hope the episode stimulates your brains, just like it did ours!
Navigating the Markets During Uncertain Times w. Anthony Milewski
The Insider's Guide To Finance
Anthony Milewski is back on the show to do a second interview. We dive into how he is navigating the markets during these uncertain times and discuss the opportunities he is seeing in business and the markets. We also get into the forces that are propelling the ESG movements into industries and boardrooms. From dealings in Russia, to globally financing opportunities and taking top leadership positions in some well-known public companies, Anthony has got some great experience, insights, and opinions for us. In this episode, we weave through a number of subjects, including where he is investing and why, his views on the prevailing markets, and his growing focus on decarbonization.
Anthony Milewski: The Untold Story of Carbon and ESG and How it Will Affect Mines in the Future
Palisades Gold Radio
Tom welcomes Anthony Milewski back to the program to discuss the carbon credit markets and the growing implications for mining companies. Carbon is a big market with upwards of $250 billion traded annually, and he discusses the two types of markets. The voluntary market is a lot easier to gain exposure than the regulated markets. The idea is that over time, companies will be incentivized financially to find cleaner operating methods.He feels that mining companies need to take more notice of how this could change their industry. Anthony feels that these environmental requirements will only increase with time. He mentions that mines have been able to become carbon neutral by sequestering carbon or planting forests.Anthony discusses the E.V. and battery metals markets and why the drop in demand should be temporary. Eventually, copper will get a bid either from a recovery or additional infrastructure spending.Lastly, he argues that the mining industry needs to be more inclusive.Time Stamp References:0:40 - Carbon market and the environment.6:10 - Carbon neutral trend and mines.8:40 - Carbon market and exposure.12:00 - Current demand picture for battery metals.15:25 - Cobalt and Glencore18:25 - Summer reading list20:20 - Thoughts on ESG and diversity.Talking Points From This EpisodeCarbon market and investing in carbon credits.The carbon market can change the economics of mines.E.V market and the effects on nickel, lithium, and copper markets.Summer reading list.Guest Links:Website: https://www.conicmetals.comTwitter: https://twitter.com/a_milewskiAnthony Milewski is an entrepreneur and financier. He has spent his career in various aspects of the mining industry, including as a company director, advisor, founder, and investor. In particular, he has been active in commodities that further the decarbonization of society. Mr. Milewski has managed and financed numerous mining investments at various stages of development, including exploration, development, production, and turnaround situations, and across a broad range of commodities. He has also serves as a director of both public and private companies.Mr. Milewski currently serves as the Chairman of Conic Metals. Previously he served as the Chairman and CEO of Cobalt 27, a Managing Director of the investment team at Pala Investments, and before that at Firebird Management LLC. He has lived and worked in Africa and Russia, including a year as a Fulbright scholar, and has spent considerable time in Central Asia.Anthony holds a B.A. in Russian history from Brigham Young University, an M.A. in Russian and Central Asian Studies from the University of Washington, and a J.D. from the University of Washington. He holds an LLM from the Russian Academy of Sciences.
"Out at Any Cost" - A Dislocated Market, ft. Anthony Milewski
The Minerals Manhattan Project
Anthony Milewski, Chairman of Conic Metals, joins the Minerals Manhattan Project on a historic day: one day after oil prices went into negative territory.We discuss the relationship between power and minerals, and the difference between the stock market and the real economy. While governments can print money and stimulate the economy with excess liquidity in financial assets, the phenomenon in oil shows that there is a dichotomy between the financial paper world and the real physical, tangible things that have to go somewhere. Over the past decade, technical investment strategies have defined the stock market. Anthony describes how in a post 2008 world, risk management has moved money away from exposure to illiquid assets especially in periods of volatility, as well as into ETFs and algorithmic trading rather than active management.In a COVID19 environment in a technically driven market, all assets become risk assets. This shift has hit mining companies more than other players, as large pools of passively managed, risk-intolerant capital can't provide the growth equity mining companies need. As Anthony puts it, for passively managed capital, "There's no one to call up."Oil's dive into negative territory illustrates how risk is being quantified by the market - everyone wants liquidity at any cost, and fund managers want out at any cost. When you add leverage to the picture and the entire market grosses down, the de-levering process can cause the whole asset class to go down.As central banks around the world jump in to backstop economies across the world, the relationship between currencies and commodities is going to come into focus. Anthony shares his thoughts on the USD as the global trade currency, and whether or not this will be a tipping point in unwinding US dollar hegemony. Linking that back to the US dollar, this ties into the geopolitics of large oil exporting nations tied to an unfriendly currency. When you consider the role of energy in mining a cryptocurrency like bitcoin, or mining gold, there are relationships between these activities.We go into whether the outcome of COVID19 will be deflationary or inflationary, with Anthony making the case that technology is inherently deflationary, while printing money in the long term is inflationary. The unintended result of government intervention will be that people who are long financial assets will become richer, which will compound income distribution inequality and fuel populism.And so - where are the opportunities? As things normalize, there will be runs on metals like copper or nickel where a supply crunch is inevitable due to time from discovery to mine. If we hit an inflationary cycle, commodities will all benefit, but they might not have hit their lows yet. Infrastructure spending will benefit copper, iron ore, and maybe even coal. Saving the stock market is less a master plan and more of need to prop up a system, but will not in the long run benefit the majority of Americans. Anthony sees further supply chain consolidation from China as financial actors in the United States continue to prioritize short term quarterly and annual goals rather than long term goals.
Originally live streamed on Twitter on April 13th at 10am PST. www.twitter.com/soarfinancial - make sure to follow us & click on the 🔔 #askNKL || Conic Metals Corp. (TSX.v: NKL) Guest: Anthony Milewski, Chairman We are chatting with Conic Metals Corp. Chairman Anthony Milewski about the current COVID-19 crisis. Since we are both not experts on the virus itself, we are looking at the ramifications. How will our economy be impacted moving forward? We also ask the questions of the fintwit community! More info at www.conicmetals.com ►► Follow Us! ◄◄ 🐦 Twitter: http://twitter.com/soarfinancial 📷 Instagram: https://www.instagram.com/soarfinancial/ 🎭 Facebook: https://www.facebook.com/soarfinancial/ SF Live is a new format by Soar Financial Partners. The goal is give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Dreams" by Bensound.com Disclaimer: This video is for informational purposes only and not to be regarded as investment advice whatsoever.
Anthony Milewski, whose ties to Russia and his role as the former CEO of Cobalt 27 are part of a fascinating career. Success can bread envy and false narratives, especially in today's media. So, naturally, we needed to interview him. Anthony takes us from his early days growing up in a small town in eastern Washington to the beginnings of his legal and finance career in Russia. It was there that he gained exposure to international mining and energy deals. He's since led some remarkable deals and now has his eyes set on nickel as the chairman of Conic Metals.