[Music] I'm Charlotte McLoud with investing news.com and I'm here today with Georgia Williams our managing editor Georgia really good to have you here we're at pdac and we've been we've been covering the show it's the end of day one we made it Y Grace what what are your takeaways to've been out on the floor all day what have you seen here yeah so the day started with um a keynote address from BHP coo M Ken and he was really sort of giving an overview of you know where Commodities


could be in 2025 and his takeaway was really that you know investment in resources is imperative for the future of the world so um I think investors should probably be a little bit ready to invest more broadly but also be prepared to face some headwinds as we head into 20125 or the rest of 2025 yeah I got a chance to sit and on a the opening ceremony here and I felt there were a couple of key themes that emerged there as well one was indigenous relationships and how important those are but then the


other thing was Canada's really key role in the mining industry so definitely we're seeing that emerge here I think any other takeaways that you would share from the presentations you've been seeing here right so um there was a really interesting presentation about gold versus copper and I always thought you know it's an interesting debate because gold is probably the most popular metal but copper is probably the most used metal so you know um panelists were debating on you know whether copper


was more important or gold was more important um I'm a little biased and I believe that Coffer is is slightly more important but I think you know in this day and age it's just sort of underscoring that you know their commodity cycles of these metals and you know all the other metals are something that people should get invested in now and you know perhaps in the next 10 to 20 years we could see real sign ific growth especially in the copper sector okay if you're if you're going to come


down on the side of copper I will I'll go for gold as the favorite was there was there any consensus in the debate or were people pretty even um there was a there was a little bit more gold people on the panel so I would say that it was leaning a little bit more gold one thing that I did really like was um one of the panelists showed a chart from the world gold Council and it was all of the sort of cisms and catchphrases that use gold and there was like golden opportunity golden ticket you know golden parachute and really


there isn't um you know a similar phrase or phrases for copper so I guess you know when it comes to the public vernacular gold is much more common place yeah I think that's that's certainly fair to see I saw that I saw that chart out on Twitter with all the different yeah it was pretty funny I liked Golden Goose I think was the one I was a big fan Golden Boy and golden girl yeah yeah there's the countless countless of them absolutely yeah really really good to go into that so you've


been in presentations have have you had any good conversations throughout the show I know you've been down on the floor sometimes you're you're talking to attendees and things like that yeah um I didn't get as many investor um insights as I would like to I'm going to do some more of that tomorrow but I was able to do an interview with a company called sequin and they're doing um some geoscience data um AI you know mining information stuff and I think you know as we move into this sort of


decarbonization real full pedal to the metal phase um companies that can leverage technology can bring new um modeling to to mining are really going to be imperative especially you know as companies look to find the new deposit expand their current projects or you know find a whole new partner yeah I know that there is some skepticism I think around AI technology and how can we really use that in the mining industry and certainly sometimes when I hear about these new things I feel that way myself


but I had an interesting conversation with Joe mumar of exploration insights and he was talking about using AI plus hi which I had to look up stands for human intelligence so you know you can have your AI but you should also bring in the human element to really make it work so that was something that was interesting for me today absolutely and I think you know when I spoke with sequin that was underscored and in some of the presentations and panels I sat in on where AI was sort of this new technology that people wanted to be


bringing to the mining sector people were also very um pointed in saying that you know the AI is only as good as the people that are using it and so you know you want to be having you know people that are well-versed in your mind and other Minds in mining projects who are using this AI to exploit it for its you know most potential yeah yeah I think that's really important so so does that sum up what was on deck for you today um well at the end of the day when I was sitting in on the larger presentation um


the president of pdac came in and made a very important announcement saying that the mineral exploration tax credit which had been you know facing uncertainty because we weren't sure if it was going to expire and be done on March 31st has been extended for two years so um you know in the face of Trump's tariffs which could um come in as early as tomorrow um a little bit of certainty for the mineral exploration tax crit is probably something investors are really happy to hear and I think um you know


they can feel rest assured on that aspect and maybe we'll find out about tariffs tomorrow yeah yeah it's nice to have one certain thing Amid Amid all of this other uncertainty okay that's that's really good news and I I like the image of him bursting in with he he was happy they he was like they were thrilled and you know um looking over to you and to to what you've been doing um are you looking forward to any interviews tomorrow or was there anyone you spoke to today that was especially


interesting yeah well I will tell you I am looking forward to tomorrow but today was also really good so I think we got a lot of favorites in the sector up here on the stage to to hear from I will I'll list as many as I can remember we had Rick rule we had Adrien day we had looba we had Brian London and it's the end of the day so forgive me for not listenting all of them but really a lot of good people that I know the audience is probably going to be excited to hear from and and more coming tomorrow so if people do


have questions for for experts on the markets or companies Etc you can leave them in the comments below and um I'll try to make sure to ask them I think a lot of the talk today was certainly centered on gold so I know that we are in a a little bit of a price pullback for gold right now and and really from the people I'm talking to that's not an area of concern at all given all of the many events happening right now that are providing bullish support for gold so that was a key topic we we did also talk


a lot about tariff uncertainty the overall Trump uncertainty and what I found that a lot of people were saying was you should take away that uncertainty like this is the environment we're in so be aware that there can be these quick changes right but it's it's more that vol ility to understand that you're facing versus maybe the specific events that are happening right so so that was an interesting way to frame it for me we also talked a lot about other elements going on with gold


including the flows of gold from London to the US right lots of different opinions on that and then also a lot about the Fort Knox possible gold audit so also interesting directions there so yeah lots of good stuff today yeah and will tomorrow be more gold it will be a lot of gold I we will go in some other directions but there's a lot of gold yeah well good to know yeah I think I think that probably sums up our day one of pdac unless you had anything to to add no I think that's a good Roundup of


you know a Sunday at pdac and I'm expecting tomorrow to be even busier and you know more exciting so yeah I think I think having a good time so far lots of valuable insights will be back tomorrow and don't forget if you have any questions for us to ask companies you want to hear about leave a comment below and we will see you tomorrow [Music]