Resource Talks (CEO BBQ)

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.caTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:00:52 Why should I care about this risk?00:03:07 Are communities always the victim?00:05:28 Where does community responsibility end and shareholder damage begin?00:09:16 What is the actual fix to these community problems?00:11:57 Is community risk already priced into mining valuations?00:13:31 Does community management matter even at the exploration stage?00:16:28 Is the mining industry actually getting better at this?00:18:46 What does doing it right actually cost a mining company?00:20:27 What does it cost shareholders when a company gets it wrong?00:25:36 What went wrong at Cobre Panama, and how could it have been avoided?00:28:43 Can a community crisis be spotted before it explodes?00:32:55 What could save a company is already in crisis?00:34:57 Case study00:39:12 What is the most overlooked topic in community risk today?00:41:20 What does Human Level actually do?In this conversation, Anna Triponel, Founder of Human Level, explains how human rights and community risk translate into direct financial exposure for mining investors, including social license versus legal license, the cost of getting it wrong, early warning signs, crisis response, the Cobre Panama case, and how investors can ask the right questions to pressure companies into doing better.

❗MAKO MINING 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.ca

Timestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:13 Mako Mining Company Overview00:03:36 What's have they done for shareholders lately?00:10:21 Is the Mako fairly valued?00:17:38 Are the Q1 numbers here to stay?00:22:24 What's their break-even gold price?00:26:53 Are San Albino recoveries a concern?00:34:43 What's the stockpile strategy?00:39:19 What's the realized gold price after Sailfish?00:41:07 How long from ore to cash?00:46:09 What's the expected tax rate for 2026?00:48:39 What changes in Q2?00:52:11 What keeps management up at night?00:55:51 What does Mt. Hamilton cost to build?00:56:17 Where will the (almost) $100M cash go?01:00:54 When would they restart the buyback?01:02:14 What's Moss Mine's production target?01:05:11 Is water a risk?01:07:25 Is Moss supposed to fund Mt. Hamilton?01:07:34 Can Mt. Hamilton proceed if Moss struggles?01:11:02 Have there been incidents at Moss?01:11:22 How does Mako Mining manage staffing?01:12:39 Is recruiting talent getting more expensive?01:14:30 What's the target timeline for Mt. Hamilton?01:15:14 Can Mako benefit from the tungsten price surge?01:19:12 How long could Eagle Mountain's permit take?01:21:30 What's the community status at Eagle Mountain?01:23:20 Is Guyana's oil boom slowing down permitting?01:24:42 Does PFS work continue during permitting?01:26:52 What's happening at El Golfo?01:29:41 Is Mako Mining drilling beyond near-mine targets?01:31:03 How does Mako balance four assets at once?01:32:48 Could Mt. Hamilton and Eagle Mountain be built simultaneously?01:34:19 If Akiba had a magic wand, what would he change?01:36:12 What's the most valid criticism of Mako?01:40:00 Very Important Warning - DO NOT SKIPThis is a Mako Mining interview with CEO, Akiba Leisman.

❗LIBERTY GOLD CORP HAS NOT PAID FOR THIS CEO INTERVIEW. 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.ca

Timestamps:00:00:00 Chapters00:00:22 Very Important Warning00:07:26 Liberty Gold Company Overview00:09:06 Do they want to build or sell? 00:12:03 Is a premature takeover a real risk?00:15:39 Is this the right CEO for Liberty Gold? 00:20:29 Do insiders have real skin in the game?00:21:59 Do insiders hold a royalty on Black Pine?00:24:26 Does Wheaton hold a ROFR?00:26:28 Why did previous operators leave Black Pine?00:32:43 Are there legacy liabilities from the old heap leach?00:34:55 What makes a viable gold deposit in the American West today?00:38:54 Can Black Pine be mined economically at these grades?00:43:06 Will they change the cutoff grade?00:46:56 What is the main unanswered question?00:52:30 Will Liberty Gold raise money to expand the drill program?00:55:38 How much will Liberty Gold spend on drilling in 2026?00:56:07 Is the 2026 drilling needed for the feasibility study?00:57:25 Is timing a risk?01:00:55 Is the January 2028 permit deadline realistic?01:04:58 What is the relationship with local tribal groups?01:06:54 Is being a single-asset developer now a risk?01:08:58 Is M&A off the table until Black Pine is built?01:10:43 How will Liberty Gold keep investors engaged?01:12:28 How much does the team need to grow for construction?01:14:09 Will G&A costs jump this year?01:14:46 What is Liberty Gold's marketing strategy?01:17:08 What catalysts are expected through 2027?01:19:22 What does Liberty Gold expect from metallurgical results?01:21:39 What is the most fair criticism of Liberty Gold?01:24:32 Very Important Warning - DO NOT SKIP

This is a Liberty Gold interview with CEO, Dr. Jon Gilligan.

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. 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 Chapters00:00:08 Very Important Warning?00:00:43 Why does Michael keep buying mining stocks?00:03:03 Where does he see the commodity macro cycle?00:07:33 Does his number of positions change with the market?00:11:20 What stock would he never buy?00:14:05 How does he spot a future mine this early?00:17:52 Why did he buy a nickel explorer?00:21:45 How does he exit without tanking the stock?00:24:17 What does Gentile do when management loses his trust?00:28:11 How does he size positions in junior mining?00:30:13 Why did he buy a copper explorer? 00:34:05 What is his newsletter about?00:34:54 Why did he buy a Mali explorer?00:39:17 Why did he buy a Yukon explorer?00:41:39 Does having a major miner in the story matter?00:44:21 Why did he buy a royalty stock? 00:49:09 If he could only keep three stocks, which ones?In this conversation, Michael Gentile from Bastion Asset Management explains how he navigates junior mining investing, including macro thesis, position sizing, management quality, early-stage discovery evaluation, jurisdictional risk, and specific holdings like NiCAN, Aeonian Resources, Roscan Gold, Cascadia Minerals, and Silver Crown Royalties.

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.caTimestamps:00:00:00 Chapters00:00:10 Very Important Warning00:00:45 Do micro cap stocks really make money?00:09:16 Is holding through a drawdown and still coming out ahead possible?00:12:05 How does Ian Cassel deal with loss aversion?00:16:11 Is finding cheap mining companies still possible in today's market?00:16:58 What is the bigger risk: not holding long enough, or not selling early enough?00:23:39 Is there data on how often fallen microcap stocks actually recover?00:24:49 What disciplines do the best microcap investors actually put into practice?00:30:00 How does Ian Cassel think about conviction in cyclical sectors?00:32:36 What does Ian Cassel look for when evaluating management teams?00:34:18 Does Ian Cassel have a market cap ceiling above which he stops buying?00:38:14 How is Ian Cassel's portfolio strategy changing?00:41:27 Is Ian Cassel be trimming positions already?00:43:11 Are mining and metals getting overextended?00:45:07 What is MicroCap Club?00:48:42 How does MicroCap Club make money?00:52:42 What is Ian's conference in Las Vegas?In this conversation, Ian Cassel from MicroCap Club explains how he navigates microcap investing, including drawdowns, selling discipline, position sizing, management quality, and how the MicroCap Club community works.

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.ca

Timestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:08 Is the US-Iran ceasefire a de-escalation or just a pause?00:04:38 Does Simon Hunt think the US will launch an invasion of Iran?00:05:36 Can policymakers stabilize energy prices?00:10:07 How will the energy shock kick in?00:12:19 Where does pressure show up first in the food chain?00:13:29 Is China's gas deal a strategy to bypass Middle East chokepoints?00:14:15 How well-prepared is China for a major energy disruption?00:18:21 Do rare earths make critical minerals structurally more expensive?00:20:34 How did China gain its rare earth dominance?00:21:13 Is oil topping out?00:22:34 What do rising copper prices really mean?00:27:12 Is a global sulfuric acid shortage driving copper?00:27:56 Where is Simon positioning himself within copper? 00:28:47 Is now a good time to buy copper miners?00:29:51 Does Simon still believe in his $38,000 price target for gold?00:31:11 What would Simon Hunt do with $100,000?00:32:52 What are Simon Hunt's closing thoughts?

This is a conversation where Mark and Simon Hunt discuss the likelihood of a US-Israel strike on Iran, the stagflationary shock rippling through energy and food markets, what sulfuric acid and diesel shortages mean for copper, and how investors should be positioning a portfolio in a world heading toward systemic instability.

❗BLUE MOON 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/.

By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca

Timestamps:00:00:00 Chapters00:00:17 Very Important Warning00:01:15 Blue Moon Metals Company Overview00:03:21 What has Blue Moon Metals done for shareholders lately?00:08:08 Is the current valuation getting ahead of itself?00:17:41 How does the CEO personally plan to profit?00:26:35 What is the 2026 drilling program split and focus?00:33:13 How much of the budget goes to step-out versus infill drilling?00:34:15 Where will growth come from if not exploration?00:35:18 When will the drill results be released?00:38:29 How will management run so many programs simultaneously?00:40:09 What will G&A expenses look like in 2026?00:42:04 How much cash does Blue Moon Metals have right now?00:42:10 How much will the 2026 work program cost in total?00:45:46 Is there room for another strategic corporate investor?00:48:53 How does the Apex acquisition fit the business strategy?00:53:20 Why was Apex even available?00:54:19 What is the biggest bottleneck in germanium and gallium deposits?00:55:36 What additional capex is needed for Apex processing at Springer?00:58:44 What is the estimated capital cost for the processing facilities?00:59:42 What does the permitting process look like for Apex?01:01:14 How does the Liberty Gold property fit the district-scale strategy?01:02:45 What are the holding costs for the US properties?01:03:04 Is the Nusir buildout on time and on budget?01:05:01 How are community relations at Nusir going?01:06:05 What are the expected catalysts over the next three months?01:07:37 What is the biggest risk facing Blue Moon Metals right now?01:09:58 Very Important Warning - DO NOT SKIPThis is an interview with Blue Moon Metals CEO, Christian Kargl-Simard.

❗THESIS GOLD & SILVER 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.ca.Timestamps:00:00:00 Chapters00:07:17 How much cash do they have and where is it going?00:11:11 When is the feasibility study expected?00:13:15 How did Anglo Gold Ashanti become a strategic investor?00:20:47 Is there room for a third strategic investor?00:21:27 Will CAPEX rise for the FS?00:23:53 What is the power source assumption in the PFS?00:25:03 How much room for error is there in the payback period?00:28:00 What is the biggest driver of OPEX?00:28:51 Will the mine produce both Dore and concentrate on site?00:30:31 Do the two ore types create any metallurgical recovery concerns?00:32:20 Could future discoveries run through the existing mill?00:33:41 What engineering optimizations are currently being pursued?00:35:08 How much more drilling does the FS require versus the PFS?00:36:40 When does the exploration drilling season start?00:36:48 What drill spacing is planned for the program?00:37:06 What would they consider a success?00:38:10 Is additional geophysics still needed before drilling?00:39:02 How were the new targets first identified?00:41:20 When will the first drill results be released?00:41:33 How will Thesis keep the market engaged during the quiet phase?00:43:04 Why are nearly a million M&I ounces left out of the mine plan?00:44:52 Will the same cutoff grade be used in the FS?00:45:45 How does the strip ratio evolve over the life of mine?00:46:25 How much upside does the project have at higher gold prices?00:47:46 How serious is Thesis Gold & Silver about ore sorting?00:48:40 What permitting needs to be cleared before construction?00:50:18 What is the EA timeline?00:50:27 What does fully permitted actually look like?00:54:06 Is four the final number of First Nations groups involved?00:55:25 What is the toughest permitting challenge for this operation?00:56:04 What is the biggest bottleneck from PFS to FS?00:57:25 If the CEO could change one thing, what would it be?01:01:21 Very Important Warning - DO NOT SKIPThis is a Thesis Gold Interview with CEO, Ewan Webster.

❗RPX GOLD 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.ca.

Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:11 RPX Gold Company Overview00:03:43 Why did RPX Gold rebrand?00:06:31 What has RPX Gold done for shareholders?00:10:10 Why did the stock fall?00:14:43 How much cash does RPX Gold have?00:15:02 How much will it cost to advance from PEA to PFS?00:20:11 How is RPX Gold planning its next capital raise?00:23:17 What will the money be spent on?00:27:52 What production target is RPX Gold aiming for in the PFS?00:31:30 When will RPX Gold start drilling?00:34:25 What is RPX Gold's expected G&A for 2026?00:35:32 Where do toll milling LOI discussions stand?00:40:32 Will ore sorting be included in the PFS?00:40:44 How sensitive is the processing cost to the mill partner chosen?00:43:46 How much are they leaving behind by raising the cutoff?00:46:56 Can RPX Gold reduce its strip ratio before the PFS?00:50:01 Is the processing capex really enough?00:51:30 What is the mining capex?00:53:20 Can sustaining capex be funded entirely from cash flow?00:55:41 Is the ore body wide enough at depth?00:58:26 How is the First Nations consultation going?01:00:43 What permits does RPX Gold still need to build a mine?01:04:34 What is a realistic timeline from today to a mining permit?01:08:31 What metallurgical work is RPX Gold currently doing?01:10:39 How will RPX Gold keep the market engaged?01:13:58 What is the timeline for each of RPX Gold's seven catalysts?01:17:30 What risks keep RPX Gold's CEO up at night?01:19:10 Very Important Warning - DO NOT SKIP

This is a RPX Gold interview with CEO, Michael Michaud.

❗P2 GOLD 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.

Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:10 P2 Gold Company Overview00:03:51 What has P2 Gold done for shareholders lately?00:04:38 Why did P2 Gold pause drilling mid-program?00:06:54 Is the Q3 resource update still on track?00:07:40 Is P2 Gold adding a second drill rig?00:08:19 How many holes have been drilled so far?00:10:21 Is drilling happening anywhere beyond Lucky Strike?00:11:19 How is Lucky Strike drilling performing on cost?00:13:09 How many holes have been announced so far?00:14:54 Is an engineering firm already committed for the feasibility study?00:16:06 How much cash will P2 Gold have left by year-end?00:17:08 What are the details of the $10.5M water rights deal?00:20:15 Could the Nevada water rights transfer still be denied?00:21:23 How will P2 Gold fund the water rights acquisition?00:22:49 How much growth does the upcoming MRE update target?00:24:29 What does permitting a Nevada mine actually look like?00:27:09 Do all permits need to be in hand before breaking ground?00:30:30 What needs to be true to scale to 12M tonnes per year?00:31:46 Where is the higher-grade at Lucky Strike coming from?00:33:15 Why are five drill holes missing from the public assay table?00:34:42 What is causing the grade contrast?00:37:10 Will they do larger step-out drilling at Lucky Strike?00:37:49 Is all drilling RC this year?00:38:37 Why not chase the mineralization deeper in current holes?00:39:20 How deep can Lucky Strike be mined before strip ratio kills it?00:40:19 Will they drill Gold Ledge and Car Body this year?00:42:06 What other technical work is happening?00:44:02 How much can gold and copper recoveries actually improve?00:45:51 What else could improve project economics?00:48:12 Will a different cut-off grade be used?00:49:43 What is the catalyst calendar?00:53:19 Would they sell before the feasibility study?00:54:54 Could they finance without a partner?00:55:40 How much is G&A?00:56:11 What marketing are they doing?00:57:16 What is the biggest criticism of P2 Gold?00:58:23 How ss the CEO still splitting time between 2 companies?