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Junior Resource Investing is a podcast dedicated to expanding your understanding of the mining and resource exploration sector as well as uncovering important and exciting companies within it. Interviews with company CEOs and informational episodes are the focus.
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Link to Companion Article: https://juniorresourceinvesting.subst... Sometimes, timing is everything. Arizona's Philadelphia Property is a gold and silver vein/disseminated target located in Arizona in the Oatman Mining District (which historically produced over 2 million ounces of high-grade vein gold). Under Mike Stark as CEO, AZS has continued to…
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CEO Alain Lambert and President Steve Robinson join me to discuss their company Prismo Metals. Prismo had been advancing a high-grade silver+gold system in Mexico but have pivoted in the last couple of years to advance their new Hot Breccia property in Arizona's prolific copper belt. Next door to the long-lasting Christmas mine, Prismo's thesis is …
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Written Summary and Companion Article: https://juniorresourceinvesting.subst... Tocvan Ventures is drilling again, ready to continue to rapidly advance its Pilar project to production. CEO Brodie Sutherland stopped by again for a drill campaign update and to touch on other recent news releases. Met work, the expanded land package, Mexico as a juris…
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CEO Claudia Tornquist and Chair Chris Taylor join me once again to talk recent news from their company Kodiak Copper. Kodiak continues to eat their elephant one bite at a time as they progress their massive MPD porphyry project in southern BC. We discuss 2023 results and the impact of VRIFY's powerful new tool to be used in 2024, wherein Kodiak wil…
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Sendero Resources (SEND.V) released 3 more holes from its La Ollita target today. The results were not barn burners, but were still successful, particularly as part of a first drill campaign, as they delineated hundreds of meters of economic (at scale) mineralisation. Nevertheless, the market was unimpressed and SEND.V is now off its recent highs c…
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Thesis Gold (TAU.V) CEO Ewan Webster returns to discuss the final results from their 18,000 meter 2023 drill campaign at their 100% owned Ranch project in the Toodoggone region of BC. There was a lot of success to be found this year - areas of long intercepts of high grade gold buried within even longer intercepts of disseminated mineralization. Wi…
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Sendero Resources (SEND.V) released the first batch of results from its Peñas Negras project today (April 3, 2024). The headline is the discovery they are currently working to uncover at their La Ollita target, that came up with Au+Cu+Mo to the tune of 0.53 gpt AuEq over 256 meters starting from 83 meters down. While the grade isn't going to turn a…
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Invictus - despite objective success in unlocking its Cabora Bassa basin - wallows near 52 week lows. MD Scott Macmillan joins me once again to try to reconcile what Invictus has accomplished with its current market valuations. Updates on financings (past, present, and future), the PPSA, flow testing and 2024 exploration all made it into this long,…
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Time Stamps below. Companion Article and Written Summary: Managing Director of iTech Michael Schwarz joins me today to provide an update on iTech's Lacroma Project. The project hit a rough spot a few months back with some questionable drill results as graphite sentiment bottomed out. However, as Mike demonstrates, iTech has found success enough to …
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Overview I sat down with base metals analyst Connor Mackay of Pi Financial to discuss @fireweedmetals. Connor covers Fireweed and I took this opportunity to pick his brain and have him show his work a little bit on the process and logic behind his work. Fireweed is a best-in-class asset that, because of this status, makes it a bit of a trick to pro…
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Substack Written Summary and Companion Article: https://juniorresourceinvesting.subst... Recent drill results out of Founders Upper Antino project have served to redefine the potential of it. Strong drill results have become the norm for Founders, and these last few batches of results are no different. But it is not so much what has been found, but…
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Chris Taylor (Chairman Kodiak Copper, former CEO of Great Bear Resources) recently joined me to discuss BC's newly-released critical mineral strategy in a long-form interview meant to help investors themselves make sense of these incoming changes. Ever articulate and unafraid to express his opinions, Chris makes for a great interview and has ideas …
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Founders Metals (FDR.V) is already a heck of a story and is just going to keep getting bigger. Honestly, that’s it in a single sentence. Of course, CEO Colin Padget and I talked about a lot more than that in our longform intro interview - historical mining, modern exploration success, permitting, mining tailings, future plans, and much more - but a…
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(Reuploaded with improved audio) Make sure to use the time stamps below to navigate this longform interview. @tocvanventures New Resource Exploration Discord: https://discord.gg/X9mmUMtU Written Summary and Companion Article: This is a good one. TOCVAN is pursuing an aggressive growth strategy to get to production within a couple years. Very cheap …
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@AlaskaEnergyMetals New Resource Exploration Discord: https://discord.gg/X9mmUMtU CEO Greg Beischer of AEMC.V sat down with me again to discuss some of the headlines his company has produced since we last spoke, including impressive drill results and initial MRE, an interesting BoD appointment, and the activity of their neighbours. We close into a …
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My first sit down with CEO Martin Turenne of FPX was a busy one. The morning of our interview, news came out that FPX had acquired another strategic partner, bringing on Japanese company Sumitomo in another major derisking event for the company. Designed with the idea in mind that FPX is already well known, topics were more involved than your typic…
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Fathom Nickel is just 2 weeks out from spudding its hotly-anticipated 2024 winter exploration campaign at its Albert Lake property in northern Saskatchewan. For the first time, they will be drilling out their primary target (permitting issues - simple and solved - had prevented it previously). The size of this first target is truly massive and woul…
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Time Stamps Below Thesis Gold (TAU.V) CEO Ewan Webster and COO Ian Harris join me to discuss the final results of their 20,000 meter drill campaign at Lawyers in 2023. Lawyers has a preexisting PEA from merged Benchmark Metals and Thesis is looking to improve the economics of it by adding a starter underground mine. Ewan and Ian to discuss how this…
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Time Stamps Below Companion Article and Interview Written Summary: https://juniorresourceinvesting.subst... Join the community: / discord I sat down with Fireweed Metals (FWZ.V) CEO Brandon Macdonald for a far-reaching discussion on Thursday, December 22. Building off implied general knowledge of Fireweed, the focus of this conversation was not so …
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Time Stamps Below Companion Article and Interview Written Summary: https://open.substack.com/pub/juniorr... Join the community: / discord Sendero Resources (SEND.V) has mobilised its drill rig and is just weeks away from its mid-January inaugural 4500m drill campaign on its Peñas Negras project. Staked before The Lundins made the surrounding Vicuña…
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Time Stamps Below Companion Article and Summary Content: https://open.substack.com/pub/juniorr... Join my Discord: / discord Sometimes it is just obvious that a project will eventually become a mine. Abra Silver's Diablillos project is one of these. High grade, shallow, ongoing expansion, and new discoveries still lurking - it has all the trademark…
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Discord: https://discord.gg/WbPaeEjWHD Substack: https://juniorresourceinvesting.subst... Interview Transcript: https://docs.google.com/document/d/1H... Overview: Scott Macmillan stopped by for another live conversation built around investor questions. Invictus is currently drilling out the sidetrack on the M-2 well in search of an agonisingly-elus…
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https://discord.gg/fa8WtMq78R CEO Ian Fraser sat down with me again to discuss the results from Fathom's 2023 drill campaign on its Gochager Lake project. The market responded with disappointment as it was expecting ultra high-grade (and this market is swift to punish these days), but I believe there remains a lot of positives to be found in this c…
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Time Stamps Below Companion Article and Interview Written Summary: (Will be added here soon!) https://discord.gg/fa8WtMq78R One of my favourite companies came back on the show. CEO Ian Fraser of Fathom Nickel joined me to do a deep dive into the geological model of their Albert Lake and Gochager Lake projects in northern Saskatchewan. Geology is ob…
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(Time Stamps Below) Companion Article and Written Summary https://open.substack.com/pub/juniorr... New Resource Exploration Discord: https://discord.gg/X9mmUMtU Kodiak Copper has worked its way through several seasons of strong drilling and exploration work with the goal of proving up the considerable potential of its huge, low-grade, MPD project i…
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Written Summary and Companion Article: https://open.substack.com/pub/juniorr... Brian Leni is a well-known name in the junior resource sector. He started his own newsletter some years ago and has since then grown into one of the most well-known names in the industry. He joins me for a wide-ranging and in-depth discussion with lots of conversation o…
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(Time Stamps Below) Written Summary and Companion Article: https://juniorresourceinvesting.subst... CEO Greg Beischer Explains why his Nikolai Nickel Project is a Must Have for the United States. Alaska Energy Metals Corp is not playing it slow. They have plans for an aggressive, multi-drill approach as they seek high-confidence confirmation of his…
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I chatted with CEO Rick Van Nieuwenhuyse a couple days back and I was impressed by his vision for his company and his execution in pursuit of that vision. Contango operates according to a little bit of a different working thesis than your typical small scale developer. Their plan is to bring a couple small, high-grade mines into production rapidly …
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Fathom IPO’d in May of 2021 pursuing its flagship Rottenstone project. The company has gotten some love from the market a few times since then, as CEO Ian Fraser (and President Doug Porter) have very successfully and aggressively pushed their two projects (Albert Lake and Gochager Lake, acquired in September of 2022) forward. So while the tide has …
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Time Stamps Below Written Summary: https://juniorresourceinvesting.subst... Giga Metals has released the PFS for their Turnagain Ni-Co project in northern BC. As with the PEA, there is an interesting range of numbers that contribute to make Turnagain a unique project. Headline economics are only average: 11.4% post-tax IRR (7% discount). US$1.9B to…
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Time Stamps Below #TLG.TO #TLG Check my Substack for companion article: https://juniorresourceinvesting.subst... Troilus Gold is a very brownfield developer that has 8m+ Oz AuEq with great economics and a lot of reasons to believe the sting of inflation can be reduced in their upcoming FS, the first economic study since 2020. Also 260,000m of drill…
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Time Stamps Below Substack: https://juniorresourceinvesting.substack.com/ Brian Skanderbeg of GFG Resources (GFG.V) joins me to discuss his company and its strategy of value creation through identifying and acquiring underexplored regions of the world-famous Timmins Mining Camp. Brian and the executive team at GFG have a strong history together, ha…
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Time Stamps Below https://juniorresourceinvesting.substack.com/ It’s a tough resource market right now, with a lot of downward-pressured chop for most companies and a bleak prevailing mood. But this market hasn’t been totally ruthless - big time projects are still being rewarded big time. Here to break up the doldrums and despair a bit is a panel o…
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Time Stamps Below: https://juniorresourceinvesting.subst... No one invests in the junior mining sector to match the index. The whole allure of the sector is its high-risk, high-reward nature, and how building a foundation of knowledge can tip the scales in your favour. The ultimate, logical, conclusion of that line of thinking is investing in the p…
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Time Stamps Below. I have a Substack! There is a companion article to this interview there - go check it out! https://substack.com/@juniorresourcei... Globex (GMX.T, GLBXF, G1MN) is a "project bank" developer and royalty company consisting of 232 different land claims and 90 royalties. Jack Stoch is a capable CEO running a smart company trading at …
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Please subscribe to my substack: https://juniorresourceinvesting.subst... I hosted another panel - my 4th now I think - for 6ix recently. It was a strong and diverse group of geologists and companies. I was joined by Wes Hanson: President and CEO of Thunder Gold (TGOL.V) George Read: Senior Technical Advisor – Star Diamond Corp (DIAM.TO) Greg Smith…
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Time Stamps Below Substack: https://juniorresourceinvesting.substack.com/ Rob McEwen is of course one of the biggest names in mining. He has a record that combines success and pursuit of mining best practices in a way that is unique among his peers. McEwen Mining (MUX.TO) in effect is two different metal companies come together - a collection of sm…
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Time stamps below I have a Substack! https://juniorresourceinvesting.subst... Scott Macmillan of Invictus Energy (IVZ.AX, IVCTF) joins me and independent consultant Jamie Vinnels for another "fireside chat" update built around investor questions. In this wide-ranging conversation, Scott discusses the past, present, and future of Invictus, and makes…
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**sorry for the poor audio quality - issue has been solved** Please read the companion article on my substack: https://juniorresourceinvesting.subst... Time stamps below. Dolly Varden Silver (DV.V; DOLLF; DVQ1) I am glad to have Shawn Khunkhun back on my show to discuss the last 12 months and the next 12 months for Dolly Varden Silver (DV.V). Dolly…
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Please subscribe to my substack: https://juniorresourceinvesting.subst... This is one I am excited for. Ewan Downie of i-80 Gold joins me. If you follow this sector closely at all, you will likely already know i-80 Gold. They’re a bit of an industry darling. And deservedly so - they have a great team, operate in the best jurisdiction in the world, …
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Please subscribe to my substack: https://juniorresourceinvesting.subst... Time Stamps Below Peter Boockvar is the Chief Investment Office of Bleakley Financial Group, a $9B wealth management firm. Prior to Blea ley, Peter spent multiple decades working within various funds and firms and possesses a lifetime of relevant experience and expertise. He …
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Please subscribe to my substack and read the companion article to this interview there. https://juniorresourceinvesting.subst... CEO Claudia Tornquist joins me to recap Kodiak's 2022 and preview their 2023 drill campaign. 2 drills confirmed, 25,000 meters. With 4 or 5 targets that have never before been drilled at depth, Kodiak offers this drill se…
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Thesis Gold (TAU.V) Check out my writing at https://juniorresourceinvesting.substack.com/ CEO Ewan Webster comes onto the show for an update to explain how the recent proposed merger between Thesis and Benchmark increases the likelihood of a successful project, both for management and investors. The new, amalgamated company would straddle the line …
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Time Stamps below. Please like and subscribe! Check out my writing at https://juniorresourceinvesting.substack.com/ CEO John Miniotis (ABRA.V) provides an operational update on AbraSilver's Diablillos Project in San Juan province of Argentina. Abra's Phase 3 drill program has been immensely successful, with the JAC deposit redefining market expecta…
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Time Stamps below. Please like and subscribe! CEO Toby Pierce of Tag Oil (Tao.V) provides an operational update on Tag's Abu Roash - F exploration. With their first ever well - a vertical reentry - now just a few short weeks away from releasing its IP30 numbers, signs are increasingly pointing to the fact that Tag's exploration thesis has been reso…
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Time Stamps below. Please like and subscribe! Managing Director of iTech Michael Schwarz joins me today to provide an update on iTech's Lacroma Project, answering questions posed by investors. With a working geological model and more than a dozen assays in the lab already (and dozens more to drill) the next few months have the potential to be truly…
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Time Stamps below. Please like and subscribe! Giga Metals is a Nickel Developer working on advancing its Turnagain Nickel-Cobalt project to production in BC’s Golden Triangle having signed a very exciting JV with Mitsubishi last fall and have a PFS expected in just a few short months. They have 7 billion pounds of Nickel M+I and trade on the TSXV u…
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Time Stamps below. Please like and subscribe! Chad Clovis, CEO of Karbon-X, joined me recently. Karbon-X is a carbon credit company that has invested in a portfolio of carbon reduction projects from around the world. But Kabron-X has two parts to it, combining the traditional carbon credit business model with a social media-focused personal carbon …
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Time Stamps below. Please like and subscribe! Electric Royalties is a royalty company with a growing portfolio of 21 separate royalties established to take advantage of the drive toward green energy and electrification. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfo…
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Time Stamps below. Please like and subscribe! Ewan Webster, CEO of Thesis Gold, joins me today. Thesis Gold is a primary Gold explorer whose core project is the prolific Ranch project in BC’s Golden Horseshoe which consists of epithermal gold deposit and possible underlying porphyry mineral system. It continues to put out impressive, mine-making re…
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