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Published by Resource Talks
No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco
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❗OSMOND RESOURCES HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:03 Osmond Resources Company Overview00:06:05 What's really needed for success?00:11:34 Does management have a good track record?00:13:22 Does management have skin in the game?00:19:17 Who owns the rest of the shares?00:20:02 Did the project vendors retain any royalties?00:20:48 Isn't there a conflict of interest?00:22:07 What are the KPIs?00:25:38 Why did previous operators leave?00:28:01 Why didn't anybody pick up this project before Osmond00:30:24 What did historic lead mining target?00:31:57 Have local communities opposed exploration at Orión?00:32:56 How difficult is surface access?00:33:55 Is the project on private or public land?00:34:30 Could protected habitats be an issue?00:35:45 Is litigation affecting access to the land?00:39:36 Has radioactivity triggered opposition?00:39:57 Could deeper drilling contaminate the groundwater?00:40:48 Is Spain's nuclear regulator involved?00:41:55 What permitting steps still remain?00:43:50 How do they deal with Natura 2000 permitting hurdles?00:46:43 Can they avoid environmental problems?00:48:34 When will they apply for mining permits?00:49:17 How long could the permitting process take?00:49:37 Are Andalusia's mining regulations worsening?00:50:50 Do they compete with olive growers for water?00:52:46 Which final products will the company sell?00:55:34 What is the biggest risk for Osmond?00:57:51 What is the biggest geological question?00:59:20 Which are the radioactive minerals?01:02:03 How reliable is the resource estimate?01:05:57 How many holes are being drilled?01:09:01 Can the thickening mineralized seam be predicted?01:09:34 What grade and thickness are needed?01:13:07 Are new holes tested for uranium and thorium?01:16:11 When will the PFS arrive?01:19:01 When are metallurgical results expected?01:19:18 What is the biggest unanswered question?01:19:41 How much more drilling is needed?01:21:31 How much more money is needed? 01:25:28 How will they raise money?01:27:39 What about Iberian One?01:28:13 How much is their G&A?
Ore Goup sponsored this video, making it free of YouTube ads. Find out more about their European event here: https://oreday.com/By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:18 Very Important Warning00:01:10 Why is the US GDP growth strong?00:07:17 Will more Fed hikes hurt gold and silver?00:11:04 What did Edward get wrong about the Fed?00:12:44 Why are stocks selling off?00:16:11 Is the bubble beginning to burst?00:19:31 Could slowing spending weaken copper demand?00:21:16 Can Chinese create a copper bull market?00:23:11 How could gold reach $10,000?00:26:21 Is central-bank gold buying largely a myth?00:28:15 Why is silver selling off sharply?00:30:39 What is Edward Dowd buying?In this conversation Mark and Edward Dowd discuss strong US growth, future Fed hikes, the tech sell-off, whether the AI bubble is bursting, how slowing AI spending could affect copper, what could drive gold to $10,000, central-bank gold buying, and silver’s sharp decline.
Mining Hub sponsored this video, making it free of YouTube ads: https://mininghub.com/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters 00:00:26 Very Important Warning00:02:30 Overview Market00:05:20 Overview Movers00:12:31 Sentinel Metals Limited (ASX: SNM)00:14:45 Adex Mining Inc. (TSX-V: ADE)00:18:47 Gorilla Gold Mines Ltd. (ASX: GG8)00:22:54 Mkango Magnetic Materials Ltd. (TSX-V: MKA)00:27:06 Western Mines Group Ltd (ASX: WMG)00:30:40 Quimbaya Gold Inc. (CSE: QIM)00:34:07 Rumble Resources Limited (ASX: RTR)00:38:24 Apex Critical Metals Corp. (CSE: APXC)00:42:19 Strickland Metals Limited (ASX: STK)00:45:02 Sterling Metals Corp. (TSX-V: SAG)00:48:59 Rimfire Pacific Mining Limited (ASX: RIM)00:51:14 West Red Lake Gold Mines Ltd. (TSX-V: WRLG)This is a Junior Mining Talks weekly news episode (Week 44) with @KamoaCapital covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why.
❗ YUKON METALS HAS PAID FOR THIS VIDEO. Viewers are encouraged to understand that Resource Talks is a business that creates and publishes content in exchange for monetary compensation. This means that there will always be a conflict of interest with the interviewees, which means you can never rely on anything said herein. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflicts of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should always assume there is a conflict of interest, as well as biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research and seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca. Timestamps:00:00:00 Intro00:02:54 Can you really build a mine in The Yukon? 00:13:11 What are they drilling now?00:37:10 Coreshack00:45:41 What is it really like to drill in The Yukon?00:51:40 How do they transport anything in The Yukon?00:58:10 What is the history behind Yukon Metals?01:03:55 How much money are the spending this year?01:07:02 VERY IMPORTANT WARNINGThis is a Yukon Metals site visit video in the Yukon, Canada.
❗IDAHO COPPER HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:05 Idaho Copper Corporation Company Overview00:04:58 What's needed for the stock to workout?00:12:03 Does management have a good track record?00:18:39 Does management have real skin in the game?00:22:07 Has the company cleared legacy shell paper?00:24:02 What royalties are attached to the project?00:27:27 Why has the share price fallen?00:30:55 Why did previous operators leave the project?00:47:06 What is different about their approach?00:47:42 How could historic waste affect mine development?00:49:27 Will sagebrush be included in environmental studies?00:50:36 Does the project face Clean Water Act permitting?00:52:31 Which fish could threaten permitting?00:57:06 Can drilling continue while the lawsuit remains?00:59:59 Is the historical resource reliable for PFS?01:02:15 What drill spacing does the PFS require?01:04:00 Will they be doing step-out drilling?01:04:57 Where is the porphyry’s source located?01:06:40 Will they chase the molybdenum core?01:07:03 What copper grade are step-outs targeting?01:08:28 What concerns potential partners most?01:14:12 How much drilling will be in the PFS?01:14:40 Will they run ore-sorting pilots?01:18:25 When will assays be released?01:21:36 How long will the company’s cash last?01:22:26 How much funding does the PFS need?01:22:51 How are they going to raise capital?01:26:21 How much does the company spend on G&A?01:26:48 What is the biggest risk?01:30:30 Very Important Warning - DO NOT SKIPThis is an Idaho Copper interview with CEO, Andrew Brodkey & Chairman, Robert Scannell.
❗ALEX METALS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:07 Alex Metals company overview00:04:13 What is needed for the stock to work out?00:08:36 Does management have a good track record?00:14:43 Does management have real skin in the game?00:25:25 Do insiders own any project royalties?00:26:14 What are the change-of-control fees?00:27:38 What are the KPIs?00:30:13 Why has the stock gone down?00:35:10 Why did previous operators leave Wodski?00:47:21 Did they redrill any historical holes?00:51:59 What is the First Nations situation?00:56:20 Why is KSO not in production already?01:06:00 How did KSO’s first results compare?01:10:03 Why were 2 of the holes barren?01:12:51 Is KSO folded or structurally remobilized VMS?01:16:22 How does the north-dip fit historical adits?01:19:31 Do metal ratios vector toward the feeder?01:21:00 What would success look like for the rest of the holes?01:27:58 Will KSO become the flagship project?01:29:32 How much cash does the company have?01:30:21 How much did this year’s drilling cost?01:31:39 How will they finance Phase 2?01:32:58 How much paper becomes free-trading before drilling?01:34:26 Will management buy shares into new supply?01:36:09 How much will be spent before drilling?01:37:21 What is the marketing plan and budget?01:38:33 What are the biggest risks?01:41:52 Can the projects actually be permitted?01:43:19 Could historical pyritic dumps cause environmental problems?01:44:22 Does acid-generating waste rock require active management?01:45:23 What is the biggest criticism of Alex Metals?01:46:47 Catalyst Calendar01:51:14 Very Important Warning - DO NOT SKIPThis is an Alex Metals interview with CEO, Gwen Preston.
❗GOLDSTORM METALS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:09 Goldstorm Metals Company Overview00:04:50 What must the company achieve this year?00:06:53 Does management have a good track record?00:20:55 Does management have real skin in the game?00:24:04 Do insiders own royalties on the project?00:25:07 Does anyone hold a project back-in right?00:27:22 What are the change-of-control fees?00:28:20 What are the KPIs?00:29:45 Why hasn't Crown been explored before?00:38:11 Did previous exploration leave any liabilities?00:43:14 Do historical claim issues still pose risks?00:44:22 Have Indigenous rights claims affected the project?00:47:15 Is the terrain challenging?00:51:54 Do protected areas affect the project?00:53:21 Could nearby deposits create strategic challenges?00:56:23 How do surface showings shape exploration?00:58:23 What is this deposit really?01:16:57 How significant is arsenic?01:22:37 How old are the rocks at Crown?01:26:11 How large could the discovery become?01:30:09 Why are hole 2 and 3 different?01:38:00 How predictable is the geophysical signature?01:44:50 What would success look like in the rest of the assays?01:48:47 When are assays expected?01:51:51 Why wasn’t the Delta target drilled?01:57:24 How much cash do they have?01:58:10 What will the next drill program be?01:58:24 Do they need extra permits?01:59:02 How much did drilling cost per metre?02:05:25 What is the biggest risk?02:10:57 Why was Hole 1 lost?02:13:38 What is the plan for Electrum?02:19:31 What is the marketing plan?02:22:41 Catalyst Calendar02:24:00 Very Important Warning - DO NOT SKIPThis is a Goldstorm Metals interview with CEO, Ken Konkin.
❗ P2 GOLD HAS PAID FOR THIS VIDEO. Viewers are encouraged to understand that Resource Talks is a business that creates and publishes content in exchange for monetary compensation. This means that there will always be a conflict of interest with the interviewees, which means you can never rely on anything said herein. Watch all P2 Gold CEO Interviews here: https://www.youtube.com/playlist?list=PLUxgfzcPuWKspo0Jq8q8vZYhSrw27-nkr By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflicts of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should always assume there is a conflict of interest, as well as biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research and seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:01:44 Meeting P2 Gold CEO Joe Ovsenek00:09:32 Gabbs Gold-Copper Project Overview00:21:42 Gold and Copper Exploration at Gabbs00:35:09 Coreshack, Geology and Mineralization00:47:15 Nevada Mining, Permitting and Infrastructure00:57:01 Gabbs Economics, Capex and Financing01:13:56 Very Important WarningThis is a site visit video for P2 Gold in which I visited their Gabbs project in Nevada, USA.
❗HOT CHILI HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 Hot Chili Limited Company Overview00:06:30 What's needed for the stock to go up?00:14:14 Does management have a good track record?00:25:31 Does management have real skin in the game?00:30:38 What is the current royalty structure?00:33:59 What are the change-of-control fees?00:35:57 What are the KPIs?00:43:51 What is happening with the share price?00:48:44 Why did previous operators leave Costa Fuego?00:55:23 Why didn't Costa Fuego move more quickly?01:00:16 Have regulatory issues ever held them back?01:05:10 Are protected areas affecting Costa Fuego development?01:07:07 Are there historical mining liabilities at San Antonio?01:09:39 What infrastructure is there?01:12:56 What is their biggest unanswered question?01:15:29 What tonnage and grade must La Verde achieve?01:17:17 Can La Verde be higher grade?01:26:29 How deep will they drill La Verde?01:27:23 Is La Verde South the final PFS target?01:30:36 What will the final mine design be?01:33:15 What IRR and payback are needed?01:36:05 Would the new mine plan change permitting?01:36:17 Is 2031 production realistic?01:39:14 How could they finance the capex?01:44:09 How much cash do they have?01:46:03 How many more financings could be needed?01:47:43 Does OR Royalties’ ROFO limit negotiations?01:48:44 What is the biggest risk for Hot Chili? 01:51:24 What is the status of the seawater licence?01:54:12 Does Glencore’s offtake agreement limit potential partnerships?01:56:36 Catalyst Calendar01:59:39 Very Important Warning - DO NOT SKIPThis is a Hot Chili interview with CEO, Christian Ervin Easterday.
Ore Goup sponsored this video, making it free of YouTube ads. Find out more about their European event here: https://oreday.com/By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:14 Very Important Warning 00:01:22 Is Lobo Tiggre ready to buy gold? 00:06:17 What macro test must gold still pass? 00:08:52 Is Lobo Tiggre buying silver? 00:12:26 Could conflict keep oil prices elevated? 00:17:30 How does Lobo Tiggre assess risk? 00:22:04 Does Lobo Tiggre favor oil over copper? 00:26:49 Will uranium prices fall? 00:31:30 Is the uranium ETF the best option? 00:34:06 What would Lobo Tiggre buy and sell?In this conversation Mark and Lobo Tiggre discuss whether gold is becoming attractive near $4,000, what macro conditions gold still needs to prove itself against, why Lobo remains bullish on silver, whether Middle East conflict could keep oil prices elevated, what Doomberg may be missing about long-term oil prices, how weather risk should be assessed at mining projects, whether geopolitics currently favors oil over copper, why uranium spot prices may need to catch up with long-term contract prices, whether a uranium miners ETF offers enough exposure for retail investors, and what Lobo would buy and sell in the Resource Talks model portfolio.
Mining Hub sponsored this video, making it free of YouTube ads: https://mininghub.com/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters 00:00:31 Very Important Warning00:02:01 Overview Market00:02:36 Overview Movers00:05:49 Nexcel Metals Corp. (CSE: NEXX)00:10:06 Visionary Copper & Gold Mines Inc. (TSX-V: VCG)00:13:43 Goldstorm Metals Corp. (TSX-V: GSTM)00:18:52 Kairos Gold Inc. (TSX-V: KIRO)00:21:46 Dryden Gold Corp. (TSX-V: DRY)00:26:10 Leviathan Metals Corp. (TSX-V: LVX)This is a Junior Mining Talks weekly news episode (Week 43) covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why.
❗ATICO MINING HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:05 Atico Mining Company Overview00:07:29 What's needed for the stock to be successful?00:11:22 Does management have real skin in the game?00:13:51 Do they have a tight share structure?00:14:53 Is Trafigura seeking effective control?00:16:46 Who holds project rights or offtakes?00:18:04 What are the change-of-control fees?00:19:29 What are the KPIs?00:21:48 Why did previous operators leave El Roble?00:25:14 Have El Roble’s shutdown issues been resolved?00:28:31 What has delayed La Plata’s development?00:31:31 What work remains at La Plata?00:32:47 What happened at the Supreme Court?00:34:02 What is the local community situation?00:36:25 Does politics affect La Plata’s timeline?00:37:49 When could La Plata begin production?00:38:09 What is the expected final capex?00:41:00 What remains before the funding closes?00:42:31 What if La Plata is over budget?00:44:16 Will they explore during development?00:46:59 What mine life is really needed?00:48:56 What is their maximum processing capacity?00:49:18 How quickly can capacity reach 1,000 tpd?00:51:35 Would higher capacity require additional permits?00:51:50 What will the drill program cost?00:52:28 How will they fund drilling?00:52:55 When is El Roble’s resource update?00:58:30 How much of the new drilling is economic?01:01:45 Are El Roble’s higher costs temporary?01:04:36 When should the costs improve?01:05:51 What copper price do they really need?01:09:36 How much mine-life extension is enough?01:10:35 How does licensing affect El Roble?01:12:41 Is this a new VMS system?01:18:39 Do priority targets require additional permits?01:19:49 When does El Roble drilling begin?01:20:46 What's happening with the Colombian royalties?01:23:22 Could Colombian tax reforms increase taxes?01:23:54 Is Ecuador more stable?01:24:19 Would Atico Mining look for safer jurisdictions?01:25:35 What are the risks now?01:27:49 Could exploration create infrastructure problems?01:30:58 Will La Plata’s tailings facility finish on time?
❗GENERATION URANIUM HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Generation Uranium Company Overview00:03:55 What's needed for the stock to work?00:06:07 Does management have a good track record?00:09:14 Why have they had 3 CEOs?00:10:35 Do insiders have real skin in the game?00:15:30 What are the change-of-control fees?00:17:57 Why has the share price fallen?00:19:03 Why did previous explorers abandon the project?00:23:03 Why did geological interpretations differ so much?00:25:42 Why hasn’t the surface uranium source been found?00:28:28 Why didn’t ATHA Energy acquire the project?00:34:45 How are the drill targets ranked?00:37:07 Will any holes be twinned?00:38:20 Why not drill along ATHA Energy’s boundary?00:39:09 What technical work remains before drilling begins?00:40:25 What is the land-use permit status?00:41:16 Are they fully permitted to drill?00:41:51 What is the status of Inuit consultation?00:43:01 Can land be disturbed without Inuit approval?00:43:18 Will finding drillers be difficult?00:43:58 When can drilling actually begin?00:46:24 What caused the drilling delay?00:48:13 What challenges does permafrost create?00:50:59 What wildlife issues could there be?00:52:08 Are there seasonal wildlife restrictions?00:52:57 Will access rely on aircraft?00:53:34 What will drilling cost per metre?00:54:10 How big will the first program be?00:54:44 How deep will they drill?00:58:07 How will water be managed?00:59:08 How long could assays take?01:00:55 What would success look like?01:02:50 What size and grade could be economic?01:04:43 Will new financing be required?01:09:52 What are the main risks?01:14:12 What is the marketing plan?01:18:12 Catalyst Calendar01:19:21 What is the biggest criticism of Generation Uranium?01:20:25 Very Important Warning - DO NOT SKIPThis is a Generation Uranium interview with CEO, Michael Collins.
❗ORETERRA METALS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:13 Very important warning00:01:04 Oreterra Metals company overview00:05:14 What's needed for the stock to work out?00:08:45 Does management have a good track record?00:13:19 Does management have skin in the game?00:19:08 Do they have a tight share structure?00:21:40 Does management own royalties or projects?00:24:34 What are the change-of-control fees?00:27:10 What are the KPIs?00:32:16 Why is the stock falling?00:38:00 What is the history of this project?00:44:44 Why did others walk away?00:53:35 Would Galore Creek’s tunnel cross Trek?00:56:47 Why hasn’t Teck/NEM made an offer yet?00:59:14 What are the main unanswered questions?01:06:35 What are their assay expectaions?01:09:01 Was phase-one drilling enough to test Trek?01:14:55 What would count as successful assays?01:20:41 Why put out visual estimates?01:23:46 What would phase two look like?01:26:05 What did drilling cost per metre?01:27:07 When will they raise again?01:30:50 How would phase two be financed?01:42:39 What are the odds for success?01:47:34 Could magnetic destruction weaken the target?01:52:36 Could the IP anomaly just be pyrite?01:54:50 Where did the copper-bearing boulders come from?01:59:40 How old are the rocks?02:00:24 How old is Galore Creek?02:02:44 What is the biggest risk?02:05:43 Catalyst Calendar02:07:31 What criticism has the company faced?02:11:39 Very important warning - DO NOT SKIPThis is a Oreterre Metals interview with CEO, Kevin M. Keough.
❗U92 ENERGY CORP. HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 U92 Energy Company Overview00:05:22 What's needed for success here?00:11:27 Has management made money before?00:14:50 Is the CEO really committed?00:15:30 Do insiders have real skin in the game?00:17:50 Do they have a tight share structure?00:18:42 Does management personally own any royalties?00:19:26 How did the vendors acquire Kurupung?00:22:02 What are the change-of-control fees?00:23:07 What are the KPIs?00:24:29 Why has the share price dropped?00:25:30 Why did previous operators leave Kurupung?00:37:39 How was the lower cutoff grade justified?00:40:36 How much historical data remains usable?00:44:07 What is Kurupung’s development path?00:47:21 Have uranium projects been permitted in Guyana?00:48:38 Will drilling require a full EIA?00:50:16 How much time could an EIA add?00:51:23 What is the worst permitting outcome?00:52:23 Could regulators completely block drilling?00:53:44 What is driving opposition to Kurupung?00:54:32 Is Kurupung located on Indigenous land?00:56:46 Are protected areas or sensitive species nearby?00:57:31 Where would the company drill first?00:58:14 What makes a strong exploration target?00:59:26 What does Wild Cow say about targeting?01:00:43 Why revisit Accori North C?01:02:33 What makes Accori North C different?01:03:00 Will they drill Aricheng North?01:03:36 Why not prioritize Aricheng North drilling?01:04:54 What would success look like in phase-one?01:06:15 How many pounds must survive pit constraints?01:07:16 What depth could be open-pittable?01:08:07 Is the Q3 2027 date realistic?01:09:06 Is the standby drill rig costing money?01:09:56 How much will the drill program cost?01:10:37 What would follow a successful drill program?01:11:33 How much cash do they have?01:12:44 How much capital is needed?01:13:17 Can future funding avoid major dilution?01:14:35 What is the biggest remaining risk?01:15:27 Where will water come from?01:18:54 Is uranium sensitive for local stakeholders?01:19:53 Are there overlapping claims?
❗DREADNOUGHT RESOURCES HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:06 Dreadnought Resources Company Overview00:06:17 What's needed for success?00:09:08 Has management made money for shareholders before?00:16:01 Do insiders have real skin in the game?00:18:16 Do they have a tight share structure?00:19:03 Is Black Cat a conflict of interest?00:20:30 What royalties are there?00:22:33 How secure is ownership of Star?00:23:43 What are the change-of-control fees?00:25:02 What are the KPIs?00:26:37 Will they do a rollback?00:28:39 Why did previous operators leave?00:40:33 Why is Star’s expected grade much lower?00:45:06 Could historic stopes inflate recoverable tonnes?00:47:21 Did historical mining leave any liabilities?00:48:30 Can any historical infrastructure be reused?00:49:24 Have they done met work?00:49:38 What is needed before they are cash flowing?00:51:52 How does the Black Cat agreement work?00:54:03 What has delayed them?00:57:20 What other funding options are there?00:58:27 Could Metzke follow Star’s pathway?01:00:26 Would another small deposit change the strategy?01:02:12 When do Metzke’s assays arrive?01:02:37 Can the current timeline still hold?01:04:21 Does Metzke’s need more capital?01:05:28 How far behind is Metzke’s?01:06:18 Are further Aboriginal agreements needed for Star?01:07:15 What capex is needed before cashflow?01:08:05 Could Black Cat process the material?01:08:37 Where will financing come from?01:09:29 When will drilling begin at Bordah?01:17:12 What discovery size is needed?01:19:15 What would first-pass drilling at Bordah cost?01:23:42 Could large anomalies represent widespread low-grade mineralization?01:25:51 What are the biggest risks?01:29:27 What does the water situation look like?01:31:48 What does drilling indicate about groundwater availability?01:32:57 Could acid waste or arsenic cause problems?01:34:38 Could protected species slow permitting?01:37:11 How accessible is the project?
Ore Goup sponsored this video, making it free of YouTube ads. Find out more about their European event here: https://oreday.com/By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:10 Very Important Warning 00:00:58 What is driving gold right now? 00:09:11 Is gold actually leaving vaults? 00:14:49 Is Tether accumulating gold for government? 00:21:47 Can a weaker dollar revive manufacturing? 00:23:07 Can gold accumulation support US industry? 00:32:35 What is Andy Schectman too bearish on? 00:33:47 Are central banks still buying gold? 00:37:45 Is copper bullish despite a surplus? 00:39:30 How is Andy Schectman getting exposure to copper? 00:39:59 Are rare earth stocks still attractive? 00:45:45 What is Andy Schectman buying?In this conversation Mark and Andy Schectman discuss what is driving gold after hotter US inflation, whether COMEX delivery data really signals meaningful physical demand, why Andy believes Tether may be accumulating gold in connection with US policy, whether a weaker dollar and gold accumulation could help reindustrialize America, whether Andy is too bearish on AI, why central banks continue buying gold, whether copper remains bullish despite surplus forecasts, how investors can get copper exposure, whether rare earth producers still offer opportunities as the West reduces dependence on China.
Mining Hub sponsored this video, making it free of YouTube ads: https://mininghub.com/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters 00:00:22 Very Important Warning00:02:13 Overview Market00:02:00 Overview Movers00:10:31 Power Minerals Limited (ASX: PNN)00:13:03 Lithium Africa Corp. (TSX-V: LAF)00:15:35 Many Peaks Minerals Limited (ASX: MPK)00:18:15 Aurania Resources Ltd. (TSX-V: ARU)00:21:10 Alkane Resources Limited (ASX: ALK)00:24:25 Safi Silver Corp. (TSX-V: SF)00:27:45 Kaoko Metals Ltd (ASX: KAO)00:30:28 Stardust Metal Corp. (TSX-V: ZIGY)00:33:35 BOA Resources Limited (ASX: BOA)00:36:03 Rackla Metals Inc. (TSX-V: RAK)00:39:11 Solstice Minerals Limited (ASX: SLS)00:41:18 Eskay Mining Corp. (TSX-V: ESK)This is a Junior Mining Talks weekly news episode (Week 42) with @KamoaCapital covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why.
❗COMPASS GOLD HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:02 Compass Gold Company Overview00:05:35 What's needed for success?00:13:53 Is this the right CEO for the company?00:14:38 Do insiders have real skin in the game?00:18:38 Is the share structure actually tight?00:21:39 Do insiders own project royalties or land?00:26:00 What are the change-of-control fees?00:28:00 What are the KPIs?00:31:44 Why is there no historic exploration at this project?00:42:44 Why is the project in production already?00:52:19 Why change strategy?00:55:52 Did they inherit any liabilities?01:00:14 When is permit approval expected?01:09:03 What is the water situation?01:10:25 Will they eventually use CIL processing?01:12:32 Have similar permits recently been approved?01:16:00 What is happening with the other licenses?01:18:55 Will a PEA be completed before mining?01:21:42 Will they raise again before mining?01:22:47 How quickly could mining start after permitting?01:25:53 When could free cash flow begin?01:29:44 How much margin for error is there?01:35:48 Which project could be developed next?01:40:22 What is the current situation in Mali?01:47:37 How are Mali’s fuel shortages affecting operations?01:49:28 Which other companies is management watching?01:52:49 Will the marketing strategy change?01:58:06 Catalyst Calendar01:59:56 What criticism does management hear most?02:06:00 Very Important Warning - DO NOT SKIPThis is a Compass Gold Interview with CEO Larry Phillips.
❗CANTERRA MINERALS HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:02 Canterra Minerals Company Overview00:04:09 What have they done for shareholders lately?00:06:46 How much cash do they have?00:09:02 Can future financing avoid more equity?00:10:25 Did drilling or metal prices drive resource growth?00:12:25 Where does the processing cost come from?00:14:12 How much material has downside protection?00:17:27 Is there a higher-grade starter pit?00:18:37 Is 26 million tonnes enough economically?00:20:25 Does infrastructure constrain the current pit?00:22:42 Is the 3.16-to-1 strip ratio reasonable?00:24:41 Which resource assumptions can still improve?00:26:03 Will a PEA require more drilling?00:26:55 Will they do more exploration?00:28:53 Why was only 650 metres drilled?00:30:33 Is the Horseshoe target still alive?00:31:21 Why release the resource already?00:34:05 How much scale is needed for the resource?00:39:12 How were the high-grade lenses missed in the past?00:40:44 When will Wilding be drilled?00:41:41 Will Boomerang, Long Lake and Tulks be drilled?00:42:52 How many metres are still to be assayed?00:44:46 When will assays be released?00:46:48 What would count as drilling success?00:49:53 Is geological success more important than grade?00:51:03 What are the remaining risks?00:51:53 Are any permits still required?00:52:48 How has the local community responded?00:53:59 How plausible is mine permitting?00:58:16 Catalyst Calendar00:59:13 What criticism has management received recently?01:00:21 Very Important Warning - DO NOT SKIPThis is a Canterra Minerals Interview with CEO Christopher Pennimpede.
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