Junior Resource Investing

Junior Resource Investing

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Junior Resource Investing episodes

  • JRI 36: Globex Mining. CEO Jack Stoch explains why, when it comes to his company, patience pays.

    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 a deep discount to its intrinsic value. Patient investors will have a great opportunity at powerful returns by buying into this “mini-ETF”.

    Time Stamps:

    00:30: Elevator Pitch

    1:30: Jack’s history

    02:45: Philosophy of Jack’s Business

    05:45: Ever felt the need for financing?

    07:00: Jack’s Team

    09:30: Question about management compensation and strong 2022 company performance

    11:00: Flagship holdings discussions – Emperor, Yamana, Talc, Dolomite

    19:00: Talc project follow-up questions, contact with large companies, when to expect updates

    22:20: Jack’s preferred outcome for his project deals – JV vs. option vs. royalty – and why

    26:00: Patience and Lack of dilution risk as a cornerstone of Globex

    26:40: Royalty revenue – now and future (3 advanced or in production)

    29:50: Taking a project into production themselves

    30:30: Royalty revenue projection discussion

    33:30: Jack’s attitude to share-based compensation (hold vs. sell)

    35:00: What are his plans with all the cash and assets they have?

    38:00: Plans for their royalty package

    39:00: Challenges of a running a public company

    40:00: Does his cash on hand change his strategy?

    41:15: Why does Globex trade at such a deep discount to its fair value?

    45:20: How is that solved?

    48:50: Royalty cos getting credit for future revenue

    50:00: Discussion about Ironwood project and future announcements/production

    51:10: Silidor granite project – are they receiving royalty/tonnage payments?

    52:30: Mine length of granite quarry?

    54:15: Jack’s plans for Globex after his retirement

    58:00: Final thoughts to Jack

    Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    1 hr 1 min
  • JRI Hosts: 6ix ”Rockstar Geologists” Panel, July 24, 2023

    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: VP Exploration of Newcore Gold (NCAU.V) Jack Stoch: President and CEO of Globex Mining (GMX.TO) This intimate panel of rockstar geologists focuses on the stories of their long careers and highlights of their current projects. Learn why they joined their respective companies, what draws them to their projects, and what's changed for geologists in the past 10 years in the exploration game.

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    1 hr 14 min
  • Reimagining the Future of Mining: How McEwen (MUX) is Building for the Future.

    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 smaller-but-producing gold mines and a huge, world-class, copper project at the PEA level.

    The gold mines are theoretically meant to aid in funding the development of the Los Azules copper project to minimise dilution. However, it has recently not worked out that way. Cost overruns have eroded profit margins, and MUX is in the process of bringing them under control, as Rob discusses with me.

    Gold mine production aside, the Los Azules project really needs no help standing on its own. World-leading tonnage - to the tune of over 10 billion pounds of indicated Cu, and nearly triple that (26.7 B lbs) in the inferred category. Extremely cheap cost-per-pound. Good jurisdiction. This one is an obvious winner.

    But Los Azules is so much more than that. Rob has a vision for what the mining industry needs to be, and is working to realise it with Los Azules. Green energy power plants, electrified mining, carbon neutral, environmentally friendly extraction (and without toxic byproduct, low water usage, integrated community infrastructure projects, education initiatives, the list goes on. Rob is trying to create a model for an essential industry with a lot of baggage in some communities.

    Rob joins me to discuss all this, his company, and offers thoughts and advice to listeners on how to navigate the difficult waters of resource exploration companies.

    Time Stamps:

    01:30: Rob’s Start in the Industry

    03:50: What continues to draw you to this industry

    05:40: Reflections on lessons learned from his career and discussions on current economic conditions

    McEwen Mining Discussion

    08:00: Discussion of cost overruns in MUX’s gold mines

    13:00: How do you marry Los Azules and MUX’s producing gold mines?

    18:30: How and Why does MUX plan to achieve its renewable and green energy goals?

    21:10: His vision for Los Azules

    26:30: How does mining improve its approach to local stakeholders?

    28:45: Los: Azules, how do you manage exploration and development with such a large project?

    31:00: When will Los Azule IPO? What are the factors?

    35:00: What is Stellantis’ level of involvement in the project?

    36:40: Advice from Rob on how to assess developers

    41:10: What are dealbreakers for Rob?

    44:15: What role does jurisdiction play for Rob?

    48:15: Final thoughts from Rob

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    51 min
  • JRI 37: Invictus Energy. ”Shooting Fish in a Barrel.” MD Scott Macmillan explains the future of IVZ.

    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 his case as to why things are looking up for the company. With their Mukuyu-2 well due to spud by the end of September, all eyes are on Invictus to see if they can finally achieve the transformative results they teased the market with this time last year. Make sure to use the time stamps below!

    Time Stamps:

    Mukuyu-1 Chat

    08:30: Update on rock and fluid analysis

    15:15: Timeline of core analysis news release?

    18:15: How was Mukuyu-1 left? P and A? Re-enter?

    22:20: Root causes on time dependent hole stability issues

    24:30: Mud chat sidebar conversation Mukuyu-2 Chat

    28:20: What went into changing the position for Mukuyu-2?

    35:15: Different HCs in different parts of the land block – different source rock? Different maturity window?

    39:10: Concerns surrounding monitoring of next well – appropriate specialists etc. – what are you adding to ensure success

    45:30: What is the “goal” of Mukuyu-2? What does success look like? (4 separate discoveries?)

    51:30: Will you use MDT to confirm pay while drilling or TD first then wireline?

    55:15: Pebbly Arkose (inc. Net-to-gross percentage, trapping mechanisms)

    57:00: Upper Angwa

    60:30: Mud chat

    61:00: WBM? Bringing on Lokichar Mudman

    63:15: Spudding of the Well – on track to spud in September?

    63:30: Confirmation of wet season

    67:20: Mid-September spud

    67:20: How long do we have the rig booked for?

    69:00: Sidetracking Mukuyu-2? What do you do after success at Mukuyu-2? (drill new well or flow test)

    74:00: Favourite zone of interest?

    77:20: How much fluid needs to be brought to surface to declare a discovery?

    79:20: How fast to booking reserves

    82:00: Using up production time limits prematurely

    83:15: Can you justify philosophically why to delay flow testing a bit. (feasibility of aggressive timeframe) Post Mukuyu-2

    89:15: Updated Resource Estimate?

    94:15: Getting closer to P10 or P90?

    96:20: Farm-in/JV process

    96:45: How much does a sample to surface impact potential partners? How much work is needed to begin to extract fair value?

    101:15: Is a formal JV process underway?

    102:45: When does Scott feel the basin is understood well enough to prompt serious outside interest?

    106:30: PPSA – risks and concerns? Merited or not?

    109:00: What is the hold-up? Jurisdictional risk?

    116:15: Is there risk to announce a discovery without PPSA?

    118:15: What happens if the opposition is elected?

    122:00: Helium

    128:30: When does this work program accelerate to a more meaningful scale? Where do you go next?

    139:45: Final thoughts and good byes

    Disclaimer:

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    2 hr 25 min
  • JRI 35: Dolly Varden Silver update. ”We’re having huge success... and it’s driving our share price.”

    **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's past 12 months have been extremely strong, with lots of exciting discoveries and subsequent price appreciation, and point to a bright 12+ months to come as well, with more and more targets being confirmed for exploration. Dolly Varden is in that sweet spot where it still has room to run on the back of continued exploration success but has enough geological understanding and discoveries behind it for it to have real odds of success, rather than a snape hunt.

    Time Stamps:

    01:30: What did 2022 do for DV?

    09:30: Exploration and drilling success

    13:40: Attracting Quality of Investors

    17:55: “Be a contrarian or be a victim”

    21:30: 2023 Exploration discussion

    25:20: How do you measure success in 2023?

    26:10: When to expect first results

    27:30: DV Honesty

    28:00: When might we expect an MRE and how many meters aren’t in one

    29:45: Recap

    30:20: Final thoughts to Shawn

    Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    32 min
  • JRI 34: Ewan Downie and i-80 Gold: “Quality of assets, quality of jurisdiction, with infrastructure”

    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, possess rare, critical, game-changing infrastructure, and proof-of-concept production has already begun setting an ambitious mine plan in motion. Oh, and did I mention nearly 15 million ounces of gold? The man who heads this project, Ewan Downie, is in the same category as his company: If you don’t know who they are, you should. Ewan brings with him a string of wins in the form of operating mines as his work experience. No small feat in this sector. He is a strong and articulate advocate for the mining industry and when he speaks people listen. Ewan was gracious enough to sit down with me for a lengthy, far-reaching interview that covers i-80 and its unique set of advantages, but also the overarching philosophy behind him and his company, as well as a strong discussion on what it takes to be a successful investor in this sector.

    Time Stamps

    01:00: How Ewan got his start

    03:00: Successes, failures, and lessons learned from his early days.

    07:00: Introduction to i-80: Granite Creek, Cove, and Ruby Hill

    11:45: i-80 pitch and slide deck.

    22:10: Developers – what is i-80’s approach?

    28:00: What is i-80 doing different that is so important

    32:00: Length of time to get to production – good and bad

    33:50: Why Nevada jurisdictionally works so well -permitting

    39:00: Public Perception of Mining

    43:15: Bullish, bearish, or neutal, on general markets

    48:30: Gold Explorer Sector Discussion

    56:00: Advice to retail investors

    57:00: Cautions with Exploration stories

    61:20: Red flags for companies for Ewan

    65:10: Importance of Jurisdictional Safety to Ewan

    68:00: Timing entries into exploration and development companies.

    69:50: Final thoughts

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    1 hr 14 min
  • JRI 33: How to succeed investing in the mining sector with Peter Boockvar

    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 is a regular contributor to CNBC and other news outlets and is the editor and founder of "The Boock Report". https://boockreport.com/ Peter joins me for a ranging conversation that covers topics such as his firm and his investing philosophy, macro conditions impacting the commodity sector, to investing tips for retail investors.

    Time Stamps:

    01:30: What Bleakley is

    03:30: How to handle jurisdictional risk

    07:50: The risks of the metals sector

    08:30: Are companies “too small” for Bleakley?

    10:00: What is Bleakley long on

    11:40: Supply and Demand Concerns in Commodities

    17:00: Why is gold not responding predictably

    18:00: Historical analogues and when we might expect gold and gold explorers to rerate

    21:10: What sort of exposure/value does Bleakley place on Royalty/Producer/Developer/Explorers?

    22:40: Catching a cycle in Gold

    26:30: Advantages of Explorers

    27:45: Advice for retail investors in the commodity sector – controlling yourself and your emotions

    31:50: What too look for in companies

    32:30: What to avoid

    34:00: The trigger for the next generalist bull market in metals

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    41 min
  • JRI 32: Kodiak Copper goes Elephant Hunting. Why KDK’s 2023 has so much potential for investors.

    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 season an exciting opportunity for exposure to legitimate exploration and discovery opportunities as they continue to master their MPD porphyry system.

    Time Stamps Below:

    00:58: Cash-on-Hand and No Outstanding Debt

    01:45: Recap thoughts on 2022 drill campaign

    05:57: 2023 Exploration Targets

    08:50: # of Drills, Early updates to 2023 exploration

    10:50: Non-drilling exploration

    12:00: 2023 Drilling plans, new and old targets

    13:40: Where will the meters go?

    16:25: Assay turnaround time

    16:55: Mohave Update

    18:10: Recap and potential for transformative discovery

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    21 min
  • JRI 31: Thesis Gold. ”We think that this project has the scope and scale to be a world-class asset”

    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 between exploration and development. With lots of geological potential left, and an updated MRE and PEA expected over the next 12 months, Thesis seems like a distinct value play with limited downside risk in a field of undervalued juniors.

     

    1:00: Logic behind the merger

    2:50: Why now?

    4:30: Next 12-15 months

    7:10: How to make companies at two different stages blend

    10:30: How useful is Benchmark’s PEA?

    12:40: Scaling up TPD milling or lengthening LoM?

    14:00: Drilling Update. How does this update change drilling strategy?

    16:20: M&I vs. Inferred

    18:15: Rig Count

    19:20: When will drilling start

    19:40: How many new meters to the PEA?

    20:45: Other M&A plans?

    21:50: Metallurgy comparisons

    23:40: CTO explained

    25:50: Recap and discussion of Thesis’s next 12-15 months

     

    Disclaimer

    The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    28 min
  • JRI 30: Transformative grade and met work make AbraSilver an even more compelling story.

    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 expectations of this project. A brand new press release (June 2) detailing updated met work highlights increased recovery rates across the board as well. The reality of these two facts - strong grades and strong met work - makes AbraSilver's story stand out in a crowded junior sector.

    Time Stamps:

    00:30: News Release Today on Updated Met Work

    04:10: Recap the highlights of the past 6 months

    08:00: Discussion of current phase 3 drill campaign extension

    10:10: When do you stop drilling for a PFS?

    11:30: Awaiting assays still from phase 3

    13:00: Logic behind continuously updating MRE and active PFS development

    15:10: Phase 4 Drilling

    17:00: Cu Sulfide end-of-hole intercepts

    19:30: La Coipita Update

    21:00: Sum-up of AbraSilver developments

    23 min

About Junior Resource Investing

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Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no…