Junior Resource Investing

Junior Resource Investing

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Junior Resource Investing episodes

  • Alaska Energy Metals: Company and Update and Intro to their High-Grade Canwell Prospect

     @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 bit of a deep dive into their side project the Canwell prospects which - if the current drill campaign planned for 2024 comes good - could completely alter the economics of the project.

    Time Stamps

    01:00 Headlines Discussion – Drilling Results Were there ever any concerns on your end that things might not come up the way you thought.

    04:00 Maiden Resource Estimate

    05:00 Next Drill Campaign, next MRE target size? Metallurgical Work 09:30 When will the next drill campaign begin

    10:20 Mark Begitch Board Appointment

    12:30 KoBold Data Sale and Company Discussion

    16:00 Canwell Property Intro

    18:55 How deep was historical exploration and how deep do you plan to go and geophysics discussion

    25:15 Drilling on Canwell in 2024?

    27:00 Final Thoughts

    28:20 Vancouver Conference Season

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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.

    30 min
  • FPX Announces a New Strategic Partner and CEO Martin Turenne Reflects on the Future of Mining

    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 typical introductory company interview. The wide-ranging interview centers on a discussion of the new partnership, conversations around ongoing First Nations negotiations, updates on FPX’s many partnerships, and a reflection on what Martin believes needs to change most for the mining industry to be able to continue to grow and meet the needs of an evolving society in a sustainable fashion.

    Time Stamps:

    01:00 Introducing FPX and its Baptiste Project

    03:23 Sumitomo Partnership Introduction

    06:30 How long was this deal in the works, where does it fit in the current cycle?

    09:00 What sort of negotiation was it? Other interested parties? Strength of FPX’s dealmaking

    13:40 How do you balance bringing in partners and preserving value for would-be buyers? How much of your offtake have you sold?

    16:30 Update on Jogmec deal

    19:15 Canada/US Federal Funding application update

    21:00 First Nations Sovereignty and Negotiatons – What do they look like

    29:00 Discussing the two nations FPX does not have an agreement with

    30:00 How involved is the provincial and federal government in the Tl’azt’en negotiations?

    34:20 Tl’azt’en Election petition to accelerate their 2025 election to 2024 of this year

    35:20: BC Critical Mineral Strategy – overview

    38:30 What changes would Martin like to see in our approach to how we manage our minerals?

    39:30 How has your relationship with these nations evolved over time in your time as CEO?

    44:10 Does the delay of the critical mineral strategy delay your environmental permitting process?

    46:00 How do we get to the point where clean mining is valued in a way that priortises it over dirty mining?

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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.

    52 min
  • Searching for Mother Rottenstone: Previewing Fathom Nickel's High Impact Albert Lake Drill Campaign

    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 would transform the company as we know it if successful. CEO Ian Fraser joins me to discuss his plans and Albert Lake's potential. With results just a few short months away, Fathom Nickel has the chance to be one of the great discovery stories of the year.

    Time Stamps:

    01:18 Introduction to Albert Lake Targets

    13:30 How many holes are budgeted for the primary target? How do you decide when to keep drilling or not if you find success

    16:40 Other Albert Lake Targets?

    22:00 Top 3 targets at Albert Lake

    22:50 How big is your priority target?

    26:40 Use of BHEM

    28:55 Use of XRF

    33:40 Core photos?

    35:20 Will we see a Gochager camp this campaign?

    36:18 Financing update?

    37:30 Speed of Drilling

    38:30 Lab turnaround

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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.

    42 min
  • Thesis Gold 2023 Drill Campaign Review, Part 1: Drilling out a Better mine Design at Lawyers.

    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 was confirmed - or not - by 2023, how the projects are looking from a met work perspective, and what investors can look forward to in 2024 from Thesis.

    02:00 How did Lawyers evolve with the 20,000 meters drilled into it this year.

    04:20 Improving Economics With a Redesigned Mine

    06:10 Where do Lawyers results fit into pre-drill expectations?

    10:50 Any Surprises?

    11:40 Are there more discoveries to be made at Lawyers?

    13:40 Did you get what you came for? Are you happy with what happened?

    15:50 Did you get the grade you need to make an underground starter mine viable?

    22:05 Non-Drilling Chat. Discussion of Optimisation Studies – Have your plans for the UG mine changed based on these numbers?

    24:50 Met works and flow sheets – how simple is it and how does Ranch and Lawyers work together

    29:10 What can we expect from 2024 – timeline of catalysts

    30:40 What do conferences like the upcoming VRIC offer you?

    33:40 Final thoughts from Ewan and Ian

    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.

    38 min
  • Work to be the Best: FWZ.V’s Brandon Macdonald Long Form on Success, Infrastructure & Social License

    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 much meant to be an overview of the company as it was an opportunity to dig deeper into specific topics and concepts related to it. Brandon reflects on his own time as CEO of FWZ, the strength of his team and its teamwork, the importance of geological originality and expertise, infrastructure developments related to mining in Yukon, and more. Companion article and Written Summary on Discord.

     

    Time Stamps

    01:20: Brandon’s Elevator Pitch

    4:00: What does 2024 look like for Fireweed?

    09:35: Logic/rationale behind acquiring Gayna River

    13:10: Reflections on success of Fireweed -What do you credit it to?

    21:00: What is Brandon’s attitude towards watching the share price

    24:00: What have you had to learn to succeed as an executive

    27:20: Brandon’s attitude towards using social media to connect with shareholders

    33:30: Closer Discussion of the geological model – What exactly did they do differently that is producing results?

    40:00: What does Fireweed have earlier explorers didn’t 44:00: Inclusion in Silver Miner Index SILJ

    50:30: Infrastructure – Skagway Port

    59:00: Does critical minerals trends factor into Trail vs Skagway?

    1:02:00: Yukon Resource Gateway Program

     

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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 12 min
  • Drilling Among Giants: Sendero Resources’ Search for The Next Big Copper Porphyry Discovery

    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 copper porphyry belt world famous and historically almost entirely undrilled, Sendero has a rare real shot at a potentially massive discovery over the next couple months. Executive Chairman Michael Wood joins me to discuss some of the details that makes this high-risk, high-reward opportunity uniquely powerful.

    Time Stamps

    01:12: Brief overview of Sendero and their Property

    03:53: Strength of Sendero Team and Hernan Vera

    08:03: Why has historical exploration been so limited?

    11:18 Discussion of La Rioja as a Jurisdiction

    15:03: How has SEND’s relationship with its larger neighbours been?

    16:55: Current overhang, shares in escrow, how the stock has been trading

    20:20: Geological discussion with slideshow

    32:45: How does the size of your target at La Pena compare to neighbours?

    37:10: Drill campaign - # of holes, # of meters

    40:30: Turnaround time for labs in their area.

    42:00 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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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.

    45 min
  • Abra Silver’s Updated MRE: Better grade, better ounces, better project.

    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 characteristics of a successfully exploited deposit. Even from such a strong foundation, Abra Silver improved in a material way from their recent MRE. Ignoring the resource growth, increased grade, and exciting new JAC zone being added to the mine plan for the first time, the part that caught my eye was the impressive improvements at silver recovery - improving a full 11% or more from ~73%-~84%. Their newly refined block model has also allowed Abra to better delineate their high quality ore. With a PFS due by PDAC, I am sure that it is going to have some very impressive numbers in it. This is one of those plays where, sure, you've missed out on the share price multiples that happens along the way to become such a powerful deposit, but it is very high confidence to still net you market-beating returns whenever the inevitable M&A transaction occurs, and will doubtless be a star if and when the bulls return.

    Time Stamps

    01:00 Brief walkthrough of the MRE Improvements

    02:30 Explanation of where the new ounces are coming from

    04:40 JAC starter pit grade and grade in general

    07:35: Drill hole spacing for the different categories.

    08:35: What is John’s Target

    11:20: Further potential of other targets

    12:05: Phase 4 Drilling (what’s next)

    13:35: What is their plan with the copper/sulphides

    20:15: What made you change your cut-off grade/block model discussion

    24:00: Increased recoveries: Discussion

    29:00: Strip Ratio and Depth of the Pit

    32:00: Discussion on $ per oz Ag discovery ($0.17)

    36:20: Final Thoughts

    38 min
  • ”We have a very nice discovery on our hands.” Why the Future is so Bright for Invictus Energy

    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-elusive fluid sample to confirm discovery and allow Invictus to declare net pay etc. While the road thus far has been rocky, the destination remains as bright as ever. Scott shares openly on challenges and lessons learned so far during exploration, the potential Invictus' land holds, and his vision for the future after what appears to be imminent, successful, discovery announcements. No one ever accused frontier wildcat drilling of being easy, but the potential for blue sky valuation remains as compelling as ever.

    Time Stamps:

    00:03:12 Discussion of Mukuyu-1 Data: When will it be released? What will be released? Concerns over useability of the swc?

    00:10:22 Scott’s philosophy when it comes to news releases and public sharing of data and would he change anything in hindsight.

    00:18:15 M-2 Data; Seismic – calibrated?; Logs acquired in M-2

    00:24:00 Pressure data

    00:27:30 Thermogenic vs. Biogenic and fluid contacts and source rocks

    00:34:00 Can you determine salinity on-site? On-site testing in general.

    41:54 M-2 Sidetrack Discussion

    52:10 Borehole conditions, discussion around drilling into differently-pressured Lower Angua

    54:00 M-2ST contingency plan

    1:00:00 Steps taken to reduce tool wear and damage

    1:07:15 Use of LWD in case of failure? Cased Hole Testing

    1:10:00 Petrophysics Discussion (salinities, on-site analysis, etc)

    1:19:45 Net pay numbers – when to expect, flow-testing M-2

    1:24:00 Philosophy behind farmouts and JVs – when is the right time? Followed by data room discussion

    1:34:00 Forward-looking plans, what does the medium and long term future look like

    1:39:45 Near-term events: Completion of side track, 6” hole extension, flow testing etc. Rig retention, well planning

    1:49:20 Financial situation, cost of their various potential steps, funding opportunities moving forward, bigger, multi-well, campaigns planned, bank financing etc

     

    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 11 min
  • ”This Thing is Wide Open”: CEO Ian Fraser Discusses Fathom Nickel’s 2023 Drill Campaign Results

    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 campaign. Most importantly, it doesn't shut the door on Gochager's potential, but rather has provided Fathom with more critical data points to finetune their exploration process. Mineral exploration is a deeply iterative process, and Ian demonstrates that mindset well in this interview. Ian discusses important additions to his dataset garnered from this campaign: 1. They are increasing their understanding of the fault system that intersected the ultra high-grade mineralisation they drilled this past spring. This will allow them to chase that high grade along the footwall during their next Gochager drill campaign. 2. Ian also discussed that the directional trend of the zone was more straight north than they had anticipated. With the high-grade zone of these steep, vertical lenses just a couple hundred meters in length, missing even by a few dozen meters means you've missed by a lot. 3. BHEM has again been used effectively to identify and fine-tune targets off-hole, giving Fathom confidence that there remains high-grade zones lurking at Gochager waiting to be found. 4. Geochem work continues to be cross-referenced with their geophys and BHEM work. This again creates narrower, more specific understandings of what they are looking at - and looking for. In my thoughts, the market is punishing Fathom for two things primarily, unrelated to the actual drill results: 1. Needing money 2. No more news flow for a few months Add on the merciless nature of this market where anything less than exceptional results gets crushed, and the market response comes into focus. But the future remains remarkably bright for Fathom. Now they just need to raise money and get after it once more.

    Time Stamps:

    01:30 Ian Discusses How Results Matched his Expectations, including any surprised good, bad, or indifferent.

    05:46 Discussion of how these results still confirm Fathom's working model, with more potential at depth

    09:51 Discussion of the two extremes - large bands of low-grade mineralisation, and small, ultra-high grade vein intersects, and what that means for their exploration model. 16:28 The significance of those veins, chasing deeper, winter drill campaign plans

    20:24 Importance of BHEM and Fathom's continued, growing master of this land. Further targets have already been identified.

     

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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.

    27 min
  • ”This is Going to Be Big”: Examining the Geological Data that has Fathom Nickel’s CEO so Excited

    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 obviously a critical part of every exploration story, but the exhaustive, authoritative, level of knowledge and detail Ian and Fathom have developed on these projects has allowed them to attain a level of mastery that is exceedingly rare for a company at this stage of exploration. Which is why it is one of my favourite companies currently, and why “setting the table” geologically for current and future investors is so important.

    Time Stamps:

    04:27 A discussion of pathways, traps, and geological conduits

    10:15 Historic Rottenstone mine, and why its exceptional grade is a potential clue

    14:25 Soil Geochemistry work

    16:49 The different types of mineralisation present and their significance

    25:46 Fathom’s “proof of concept”

    27:57 Metal Tenor – what it is and its importance

    32:26 The Bay Island Trend

    43:21 Subsurfance EM anomalies being targeted

    46:48 BHEM and Future Drilling Targets

    56:53 BHEM Effectiveness and limitations

    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 may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. 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 8 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…