Resource Talks (CEO BBQ)

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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October 22 · 1 hr 26 min
Uranium Ground Next to a New Discovery, But Can They Permit it? | Generation Uranium CEO Interview
❗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.
October 21 · 2 hr 17 min
Big Copper Target Next to a Major in BC, But Will it Hold Together? | Oreterra Metals CEO Interview
❗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.caaTimestamps: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.
October 20 · 1 hr 36 min
The Only Uranium Project in Guyana, But Can They Drill There? | U92 Energy CEO Interview
❗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?
October 20 · 2 hr 16 min
Visible Gold in New Holes, But Can the Assays Confirm Scale? | Dreadnought Resources CEO Interview
❗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?
October 18 · 56 min
Gold & Silver Warning! Is the US Government Secretly Buying Gold? | Andy Schectman
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.
October 17 · 45 min
6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
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.
October 16 · 2 hr 12 min
Targeting First Gold in Mali Soon, But Will Permitting Cooperate? | Compass Gold CEO Interview
❗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.
October 13 · 1 hr 6 min
Copper-Zinc Resource Growth in Newfoundland, But Is is Big Enough? | Canterra Minerals CEO Interview
❗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.
October 11 · 56 min
90% Market Crash and the Only Thing That Could Survive | David B. Collum
Ore Goup sponsored this video, making it free of 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. 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.caaTimestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:01 Will the Fed keep raising rates?00:03:32 What would change David market crash view?00:10:01 Is the US taking directions from others?00:13:02 Does David Collum expect a 90% crash?00:20:50 Which crash scenario is more likely?00:23:09 Is productivity being miscalculated?00:26:15 What would Dave buy before the crash?00:33:39 Why is gold falling despite ETF inflows?00:40:27 Is China gaining control of critical minerals?00:43:34 Is the copper bull case overdone?00:45:05 What is David Collum buying?In this conversation Mark and David B. Collum discuss why the Fed may need to keep rates high to preserve credibility, whether Kevin Warsh could become a Volcker-style Fed chair, whether Trump is really directing economic policy, why David still sees the risk of an 80–90% equity correction, whether extreme valuations and productivity claims justify today’s markets, how investors can position while waiting for a correction that may take years, why David remains heavily exposed to gold despite falling prices and ETF inflows, whether China’s control of critical minerals is shifting geopolitical power, why the AI-driven copper bull case may be overdone, and why he would sell leveraged gold exposure and put the money into platinum.
October 10 · 42 min
6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
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 Warning00:01:29 Overview Market00:02:00 Overview Movers00:08:06 Decade Resources Ltd. (TSX-V: DEC)00:10:39 Alvo Minerals Limited (ASX: ALV)00:13:04 Radius Gold Inc. (TSX-V: RDU)00:15:11 Pioneer Minerals Limited (ASX: PMM)00:17:31 Grid Metals Corp. (TSX-V: GRDM)00:20:27 Dalaroo Metals Ltd (ASX: DAL)00:23:59 Future Fuels Inc. (TSX-V: FTUR)00:26:26 Lux Copper Corp Ltd (ASX: LUX)00:28:58 Titiminas Silver Inc. (TSX-V: TITI)00:33:01 King River Resources Limited (ASX: KRR)00:35:40 Alex Metals Corp. (TSX-V: ALX)00:39:05 Terracom Limited (ASX: TER)This is a Junior Mining Talks weekly news episode (Week 41) with @KamoaCapital covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why.
October 9 · 43 min
New Copper Discovery, But Is the Grade There? | Storm Exploration CEO Interview
❗STORM EXPLORATION 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 Storm Exploration Company Overview00:03:47 What has the company done for shareholders?00:05:16 Is the stock getting ahead of itself?00:07:00 How much cash do they have?00:07:15 What is the plan for the Canadian Goldfields shares?00:08:55 How much has G&A increased?00:09:57 What attracted Eric Sprott to the financing?00:12:27 Is this a real discovery?00:15:14 Which drill holes look best and worst?00:15:45 How deep does mineralization begin?00:17:44 Are these separate or folded VMS layers?00:18:46 Where is the main hydrothermal centre located?00:19:59 Are sulphides strengthening in any direction?00:22:12 How will the next drill holes be oriented?00:25:20 When will the assays be released?00:26:22 What would he consider success?00:27:49 Why not drill the east-west limb sooner?00:29:20 Could the flow-through become an issue?00:29:47 Will Keezhik still be drilled this year?00:31:56 How will market interest be maintained before assays?00:33:36 What is the biggest remaining project risk?00:34:51 How have First Nations responded to drilling?00:37:04 Very Important Warning - DO NOT SKIPThis is a Storm Exploration interview with CEO, Bruce Counts.
October 9 · 44 min
Gold Project Next to AngloGold in Nevada, But Is There a Real System? | Bullfrog Gold CEO Interview
❗BULLFROG GOLD 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 Warning00:01:04 Bullfrog Gold Corporation Company Overview00:04:12 What is needed for the stock to succeed?00:06:00 Does management have a good track record?00:07:53 Will Ian Slater remain CEO?00:09:25 Do insiders have real skin in the game?00:12:14 Do insiders personally own a royalty?00:12:57 What will Outcrop do with its shares?00:13:42 Does the project have outstanding obligations?00:14:15 What are the change-of-control fees?00:14:37 What are the KPIs?00:16:04 Why was the project still available?00:19:12 Did previous operators leave liabilities behind?00:20:01 Why hasn't the project been drilled yet?00:21:02 Is the project’s topography more challenging?00:21:21 Is the project too close to town?00:21:43 Are there national parks nearby?00:22:35 Why hasn’t AngloGold Ashanti bought them yet?00:23:42 Why didn’t the planned drilling happen?00:24:42 How will drilling be split across pads?00:25:32 How many holes will be drilled?00:25:59 Are 300-metre holes deep enough?00:27:14 When will drilling mobilization begin?00:27:21 How long will ten holes take?00:28:06 How much will the drilling program cost?00:29:20 How realistic are permits for other targets?00:30:52 What should this drilling program prove?00:31:40 What happens if drilling fails?00:32:10 Can treasury fund the other targets?00:32:58 How much will be spent on marketing?00:33:22 How much will G&A cost?00:34:09 What is the biggest non-exploration risk?00:34:39 What is the water situation?00:35:49 How is AngloGold Ashanti handling water?00:36:17 What news could come before drill results?00:38:27 Very Important Warning - DO NOT SKIPThis is a Bullfrog Gold Corporation interview with CEO, Ian Slater & Investor Relations, Mike Slater.
October 8 · 1 hr 53 min
Gold-Silver Resource in Argentina, But Can the Grade Hold? | Fredonia Mining CEO Interview
❗FREDONIA MINING 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 Warning00:01:04 Fredonia Mining Company Overview00:05:10 What's needed for success here?00:11:15 Does management have a good track record?00:17:51 Does management have skin in the game?00:21:51 What royalties apply?00:24:01 What are the change-of-control fees?00:24:39 What are the KPIs?00:27:15 How much is their G&A?00:29:43 Why is the stock not up?00:33:51 Will they spend more on marketing?00:34:55 Why did previous operators leave the project?00:51:03 Why hasn’t Anglo tried buying the project?00:54:52 Why was EDM acquired so cheaply?00:58:46 What liabilities remained on the project?01:02:17 What is the main unanswered question?01:07:05 How reliable is the current M&I resource?01:15:43 Will the next resource estimate grow or shrink?01:16:57 What are management’s resource goals?01:18:24 What is the biggest remaining uncertainty?01:20:45 Could infill drilling shrink the current M&I resource?01:21:12 What is the company’s biggest challenge?01:26:52 When will they reach upcoming milestones?01:27:55 What else is needed before PFS?01:31:33 Which permit is most critical for them?01:33:24 How will they finance the $350-million capex?01:35:39 Will current funding carry them through PFS?01:36:02 Can they avoid another dilutive equity financing?01:36:45 Will updated metallurgy support 85% gold recovery?01:38:54 Can the company realistically qualify for RIGI?01:40:47 What is management’s relationship with AngloGold Ashanti?01:43:58 Catalyst Calendar01:47:23 Very Important Warning - DO NOT SKIPThis is a Fredonia Mining interview with CEO, Estanislao (Estani) Auriemma & Chairman, Ali Mahdavi.
October 6 · 1 hr 34 min
Niobium, Scandium and Rare Earths in the US, But Can They Fund The Capex? | NioCorp CEO Interview
❗NIOCORP DEVELOPMENTS 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 Chapters00:00:13 Very Important Warning00:01:05 NioCorp Developments Company Overview00:04:49 What must happen for the stock to work?00:07:48 Does the CEO have a good track record?00:18:25 How does Mark Smith split his time?00:21:15 Do insiders have real skin in the game?00:24:20 Who else owns stock?00:24:48 Does management personally own project royalties?00:26:03 What are the change-of-control fees?00:26:44 What are the KPIs?00:31:29 Why is the stock down?00:34:27 Why was Elk Creek untouched for decades?00:46:19 Does Elk Creek have legacy ownership issues?00:48:00 Is there local opposition to Elk Creek?00:49:41 Did landowners influence the new mine design?00:51:51 Why were four feasibility studies completed?00:57:46 What remains before making a construction decision?00:58:46 How large must Elk Creek be for financing?01:01:40 What production profile do lenders and offtakers want?01:04:48 How final is the current CAPEX estimate?01:09:44 When could EXIM authorize the project loan?01:10:40 What must Lockheed Martin see before committing?01:12:19 Do they really need all eight products?01:14:36 Why target 118 tons of scandium oxide?01:17:43 Is the 35-month production timeline realistic?01:19:45 Is Elk Creek really fully permitted?01:21:25 What infrastructure upgrades does Elk Creek require?01:23:49 What are the biggest risks for NioCorp?01:25:13 Catalyst Calendar01:28:20 Very Important Warning - DO NOT SKIPThis is a NioCorp Developments interview with CEO, Mark A. Smith.
October 5 · 2 hr 2 min
Gold, Antimony, Tungsten in Idaho, But Can They Really Mine It? | Resolution Minerals CEO Interview
❗RESOLUTION MINERALS 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 Chapters00:00:15 Very Important Warning00:01:06 Resolution Minerals Company Overview00:04:59 What's needed for this stock to do well?00:08:32 Does the CEO have a good trackrecord?00:17:31 Do insiders have a real skin in the game?00:22:41 What royalties apply to Horse Heaven?00:23:46 What are the change-of-control fees?00:24:41 What are the KPIs?00:25:47 Would they consider a share rollback?00:28:12 Why is the stock not up?00:34:00 How much will marketing cost?00:38:53 Why isn’t Horse Heaven already in production?01:03:13 Why were stockpiles unprocessed for decades?01:10:33 Why did drilling stop at oxide-sulfide contact?01:13:03 Is there historic sulfide metallurgy data?01:14:21 Can they revive tungsten potential?01:16:10 Did they inherit liabilities?01:26:27 What is the biggest unknown for Resolution?01:29:04 What would they consider success in drilling?01:32:20 Is the gold bulk-tonnage or structurally high-grade?01:34:11 Is current drilling enough for a resource?01:34:34 What size and grade is needed for this to be buildable?01:39:03 Will gold and tungsten resources be separate?01:39:49 When and how often will assays be released?01:40:54 Will they update the resource before PEA?01:41:50 How much cash do they have?01:43:18 How large could the next drill program be?01:43:47 What did the current drilling program cost?01:46:27 Did water objections cite salmon habitat risks?01:48:30 What is their biggest remaining risk?01:52:57 Can other projects generate non-dilutive capital?01:54:15 Catalyst Calendar01:55:53 Very Important Warning - DO NOT SKIPThis is a Resolution Minerals interview with CEO US Operations, Craig Lindsay.
October 5 · 1 hr 13 min
New Gold Discovery in Suriname, But Will the System Hold Together? | Miata Metals CEO Interview
❗MIATA METALS 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/. The host is a shareholder of this company. 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 Miata Metals Company Overview00:03:00 What were the latest news releases about?00:04:40 Do Holes 22 and 23 change the geological model?00:12:46 Could 35 metres at 3.4 g/t be economic?00:16:07 Are Holes 8, 19, and 23 geologically connected?00:16:45 Are high-grade intervals just veins or broader mineralization?00:18:02 Does grade improve with depth?00:19:08 How are Holes 22 and 23 related?00:20:06 Can higher-grade zones now be better predicted?00:25:24 Why is there no copper there?00:25:37 How much grade comes from coarse visible gold?00:26:29 Did Hole 21 cut off the deposit?00:27:48 What is the biggest unknown for Miata now?00:29:22 How continuous is the high-grade zone?00:33:31 Is the new mineralisation just satellite or something bigger?00:38:41 How does Howler compare geologically with Jons Trend?00:40:35 How large could Howler’s be?00:41:29 Is drilling currently underway at Howler?00:44:52 Will drilling exceed 25,000 metres?00:45:22 How many metres are drilled and remaining?00:46:15 When will assay results be released?00:47:38 What has drilling cost per metre so far?00:48:04 How much cash does the company have?00:49:11 Can current cash fund the next programs?00:50:28 Is Golden Hand linking Jons Trend and Big Berg?00:50:37 Will they do an MRE?00:51:40 Exploration Target Breakdown01:01:59 Which target is favored outside Jons Trend?01:04:01 What is the company’s biggest current risk?01:05:25 Catalyst Calendar01:07:12 Very Important Warning - DO NOT SKIPThis is a Miata Metals interview with CEO, Dr. Jacob (Jaap) Verbaas.
October 4 · 1 hr 1 min
Silver, We Have a Problem (and investors are missing it) | Jeff Christian
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. 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.caaTimestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:04 Could inflation change the Fed’s rate outlook?00:09:32 When does Jeff Christian expect a recession?00:16:36 How should investors prepare for an uncertain recession?00:20:34 How much is gold’s reserve share price-driven?00:26:25 Which currencies are gaining more reserve share?00:27:59 Why hold gold over high-yielding Treasuries?00:32:05 What is silver’s current supply-demand outlook?00:34:26 What is reducing silver demand from solar?00:37:55 What is Jeff Christian’s outlook for platinum?00:42:55 Is investment demand treated differently across metals?00:46:14 Does investor-held metal matter for industrial supply?00:49:37 How relevant is a Centinela strike for copper?00:44:02 What is Jeff Christian buying?In this conversation Mark and Jeff Christian discuss whether new inflation data could change the Fed’s rate outlook, why Jeff expects recession risks to build but rejects the yield curve as a reliable timing tool, how investors should position when a recession cannot be timed, whether central-bank gold buying really signals de-dollarization, why investors may still prefer gold despite higher bond yields, what is weakening silver demand from solar, how platinum supply and demand should be measured, why investment demand can distort precious-metals deficit claims, how a potential Centinela strike could affect copper.
October 3 · 48 min
6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
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 00:00:23 Very Important Warning 00:01:33 Overview Market 00:02:10 Overview Movers 00:09:53 Xcite Uranium Inc. (CSE: XRI)00:12:56 Mamba Exploration Limited (ASX: M24)00:15:30 Nine Mile Metals Ltd. (CSE: NINE)00:18:26 Dateline Resources Limited (ASX: DTR)00:20:56 Bighorn Metals Corp. (CSE: HRNY)00:24:23 BOA Resources Limited (ASX: BOA)00:27:41 Stallion Uranium Corp. (TSX-V: STUD)00:31:24 Cauldron Energy Limited (ASX: CXU)00:34:20 Emperor Metals Inc. (CSE: AUOZ)00:38:11 Black Cat Syndicate Limited (ASX: BC8)00:40:54 McFarlane Lake Mining Limited (CSE: MLM)00:44:40 Lindian Resources Limited (ASX: LIN) This is a Junior Mining Talks weekly news episode (Week 40) with ⁨@KamoaCapital⁩ covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why.
October 3 · 1 hr 27 min
High-Grade Tungsten in Canada, But Is There Enough of it for a Mine? | Fox Tungsten CEO Interview
❗FOX TUNGSTEN 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.caaTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Fox Tungsten Company Overview00:04:26 What must happen for the stock to work?00:06:53 Does the CEO have a good track record?00:11:52 Does the CEO have real skin in the game?00:12:19 Does management have real skin in the game?00:14:51 Is the share structure tight?00:15:32 Does management own project royalties?00:17:10 What are the change of control fees?00:17:32 What are the KPIs?00:18:24 Why is the stock trading like that?00:19:45 Why has this project never been mined?00:24:48 Do they have a First Nation agreement?00:25:02 Has weather historically been an issue?00:27:07 Why has the company changed CEOs so often?00:31:33 What must be finished before the PEA?00:34:58 How will new PEA differ from 2018?00:37:11 What size would count as successful?00:42:21 Will they themselves move it beyond PEA?00:44:37 What assay results would make drilling successful?00:47:52 What minimum mining width would this deposit need?00:48:50 Could drilling shift from RC, BN, and BK?00:49:54 Where could they find mineable material?00:53:54 Cold current drilling close the BN-RC gap?00:55:11 What drill spacing will the PEA require?00:55:23 What is the topography between BN and RC?00:56:57 How much more drilling will be in the new resource?00:58:58 Are outcropping zones higher grade than nearby holes?00:59:42 Can future drilling improve resource-growth efficiency?01:00:57 Will zinc be included in the PEA?01:03:28 What production profile is needed?01:03:46 Does the project require an environmental assessment?01:04:40 When is the PEA expected?01:05:45 Is a 50-degree pit slope realistic without geotechnical drilling?01:07:35 Is the RC zone located on a cliff?01:08:38 Could wildlife habitat constraints affect mine design?01:12:06 What are the main risks?01:13:18 How much cash do they have?01:18:11 Could Silverboss provide non-dilutive financing?01:19:04 Catalyst Calendar01:19:59 What is the most fair criticism of Fox Tungsten?01:21:35 Very Important Warning - DO NOT SKIP
October 1 · 1 hr 42 min
Growing a Gold Mine in Tanzania, But Can They Do It Without Dilution? | TRX Gold CEO Interview
❗TRX GOLD 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 TRX Gold Company Overview00:06:41 What must happen for the stock to work?00:10:16 Is this the right CEO for TRX Gold?00:15:17 How much skin in the game do insiders have?00:20:02 How does Tanzania's 45% project interest work?00:24:28 What are the change of control fees?00:25:02 What are the KPIs?00:26:55 What is the G&A?00:27:40 Why is the stock up?00:28:51 Why did others walk away from this project?00:35:08 Did IAMGOLD's drilling miss its intended targets?00:35:47 What does historic mining say about dilution and continuity?00:37:34 Is historic underground infrastructure still usable?00:38:11 Did TRX Gold inherit anything useful?00:38:28 What legacy liabilities did TRX Gold inherit?00:41:02 What is Buckreef's biggest unanswered question?00:42:51 Why mine without a new PFS?00:44:30 What happened to the 1.3Moz resource?00:50:44 Why are cash costs above the original PEA?00:52:59 How could the updated PEA change cutoff grade?00:54:04 What cut off grade will they use?00:55:03 What recovery rate is targeted?00:56:36 Will the updated PEA change the flowsheet?00:57:48 How much free cash flow do they generate?00:59:54 What will 2026 CAPEX be?01:01:39 Can they fund growth from cash flow?01:02:12 What minimum gold price do they need?01:05:55 Will they use the ATM facility?01:07:31 Did 2026 production finish near guidance's top?01:09:02 When will they hit nameplate capacity?01:11:40 What would success look like in 2027?01:12:37 What would exploration success look like?01:16:18 How deep does Buckreef Main Zone extend?01:18:00 How will future exploration results be reported?01:20:04 Where does their money create most value?01:21:14 When is the updated PEA expected?01:21:58 Was the mill expansion pushed to Q4?01:23:25 How does permitting work in Tanzania?01:24:13 What keeps the CEO awake at night?01:25:32 Is artisanal mining removing too much gold?01:26:27 Do they need larger water licenses?01:27:11 Could the govt change project economics?

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