Resource Talks (CEO BBQ)

Resource Talks (CEO BBQ)

By Resource TalksBusinessInvesting
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Resource Talks (CEO BBQ) episodes

  • High-Grade Gold Results from Newfoundland | Canterra Minerals CEO Interview

    ❗CANTERRA MINERALS HAS PAID FOR THIS VIDEO. THE HOST DIDN'T OWN CTM SHARES AT THE TIME OF RECORDING. 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 Chapters00:00:27 Very Important Warning00:01:25 Canterra Minerals Office Tour00:08:07 Did Canterra Minerals hit last year’s goals?00:13:16 What big question did they answer last year?00:13:48 How do these results fit the story long-term?00:15:29 Any assays still pending?00:16:49 Will 2026 success rate beat 2025?00:18:02 How many vein sets have you found so far?00:20:14 How important is the alteration halo?00:23:20 Is Aspen standalone or a link between Elm and Elder?00:24:38 What would they change about 2025?00:25:51 How did 2025 change their 2026 plan?00:27:09 How is the 2026 work split (by target)?00:30:03 When will drilling begin?00:31:23 How much money do they have now?00:32:59 Will they do more aggressive marketing in 2026?00:33:46 Why did the stock underperform in 2025?00:36:38 What’s Canterra Minerals’ biggest risk?00:37:11 How do should I judge Canterra Minerals’ success by next year?00:38:11 Very Important Warning - DO NOT SKIPThis is a Canterra Minerals Office Tour & Interview with CEO Christopher Pennimpede.

    45 min
  • Royalties, Spin-Outs & Drilling | Riverside Resources CEO Interview

    ❗RIVERSIDE RESOURCES HAS PAID FOR THIS VIDEO. THE HOST DIDN'T OWN RRI SHARES AT THE TIME OF RECORDING. 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 Chapters00:00:30 Very Important Warning 00:01:28 Riverside Resources Office Tour00:09:27 What did Riverside Resources do for shareholders in 2025? 00:11:35 What was Riverside Resources’ biggest mistake in 2025?00:13:47 Is the share price reflecting 2025 progress?00:17:01 What’s their top priority for 2026?00:19:15 What still needs to happen to move Blue Jay forward?00:20:42 Is Blue Jay fully permitted and ready to drill?00:21:33 When can Blue Jay drilling realistically start?00:22:11 What will Riverside Resources spend its cash on?00:23:38 Will they drill any of their own projects?00:25:24 Does the market decide whether they drill or partner?00:27:58 What’s the latest on the royalties portfolio?00:30:12 Will the royalty portfolio stay inside Riverside?00:32:04 What’s Riverside Resources’ biggest risk in 2026?00:33:25 How is the jurisdictional risk in 2026?00:35:58 What specific results are expected in 2026?


    This is a Riverside Resources Office Tour & Interview with CEO, John-Mark Staude.

    44 min
  • Record Copper Production From a Non-Miner | Amerigo Resources CEO Interview

    ❗AMERIGO RESOURCES HAS PAID FOR THIS VIDEO. THE HOST DIDN'T OWN ARG SHARES AT THE TIME OF RECORDING. 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 Chapters00:00:13 Very Important Warning00:03:33 Why is Amerigo Resources stock up?00:05:37 Is Amerigo becoming overvalued?00:07:53 What made this a record quarter? 00:09:28 Is this performance really sustainable over the long run? 00:11:40 What are their costs of copper production? 00:14:04 How much do the financials depend on molybdenum?00:17:52 What's their biggest cost driver?00:21:05 Are historic tailings more expensive to process?00:22:12 What really happened at El Teniente last year? 00:27:28 Are there now higher compliance requirments? 00:28:30 How much did they pay on royalties? 00:31:49 Will they keep paying a dividend in 2026? 00:34:04 Why buy-back shares instead of getting a second operation? 00:39:17 What CAPEX is projected for 2026? 00:41:15 How will Amerigo grow the business? 00:44:58 Why haven't they bought a second asset already? 00:45:58 how would they finance a potential expansion? 00:47:20 How do they balance share buybacks vs option packages?00:48:54 What are the KPIs for management in 2026? 00:49:54 What's the biggest risk for Amerigo Resources? 00:53:15 Very Important Warning - DO NOT SKIP


    This is an Amerigo Resources CEO interview with CEO, Aurora Davidson.

    59 min
  • Can a 6+ Billion-Pound Copper Resource Really Get Any Bigger? | Pecoy Copper CEO Interview

    ❗PECOY COPPER HAS PAID FOR THIS VIDEO. THE HOST DIDN'T OWN PCU SHARES AT THE TIME OF RECORDING. 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 Chapters00:00:10 Very Important Warning 00:01:07 Pecoy Copper Company Overview00:05:53 What's the business strategy for Pecoy? 00:08:47 Has the CEO made money for shareholders before? 00:14:38 Does the CEO have other jobs? 00:15:45 Does management have real skin in the game? 00:17:27 Who owns the rest of the stock? 00:22:05 What's the royalty situation? 00:23:42 Why did previous operators walk away from Pecoy Copper? 00:32:10 Do they own 100% of the licenses? 00:35:20 Are they inheriting any liabilities? 00:36:21 Why did they raise so much money off the bat? 00:40:45 How big could the Pecoy project get when drilled out? 00:43:32 When could they get to that size target? 00:47:05 Will they publish an updated MRE in 2026? 00:49:54 How much are they going to drill in 2026? 00:51:39 When will the first assays come in?00:54:59 What are the expectations for the first assays?00:58:00 What is the metallurgy on the project? 01:00:03 How much money do they have right now? 01:01:24 Do they have to raise more money in 2026? 01:02:25 Are they dealing with indigenous communities in Peru? 01:05:36 What permits do they have in hand? 01:07:51 What is the water situation? 01:10:40 Is topography around the Pecoy project challenging? 01:13:17 What's the biggest risk for Pecoy Copper? 01:16:38 Is Peru a risk for Pecoy Copper? 01:19:01 What are their plans for marketing in 2026? 01:22:30 What's the most fair criticism of Pecoy Copper? 01:26:13 Very Important Warning - DO NOT SKIPThis is a Pecoy Copper interview with CEO, Vincent Metcalfe.

    1 hr 32 min
  • Copper-Gold Exploration in Saudi Arabia | Sun Peak Metals CEO Interview

    ❗SUN PEAK METALS HAS PAID FOR THIS VIDEO. 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 Chapters00:00:13 Very Important Warning00:01:12 Sun Peak Metals Company Overview00:08:12 Will Sun Peak's turn around work?00:10:31 Is this the right CEO for Sun Peak Metals?00:30:24 Does the CEO have other jobs?00:33:10 Does management have real skin in the game?00:36:03 Who owns the rest of the stock?00:37:17 Why hasn't someone already explored these new projects?00:39:23 How does ownership of licenses in Saudi Arabia work?00:45:55 What spending obligations do they have? 00:48:42 Do they need a social license to explore?00:51:05 Do they have a water license?00:52:43 Is there seasonality in exploration in Saudi Arabia?00:53:48 When will they drill?00:54:52 How much do they want to drill?00:56:23 What would they consider 'success' in this drill program?00:59:46 What's their targeted size?01:04:35 How much money do they have now?01:05:52 Will they raise money in 2026?01:08:28 What is their monthly burn rate?01:09:20 Are they going to be doing more marketing in 2026?01:10:44 What are the main risks for Sun Peak Metals now?01:13:00 What's going on in Ethiopia?01:15:31 Is the move to Saudi Arabia opportunistic or reactionary?01:20:32 What's the biggest criticism of Sun Peak Metals?01:21:56 Very Important Warning - DO NOT SKIP


    This is a Sun Peak Metals interview with CEO, Greg Davis.


    1 hr 28 min
  • Can Gold & Silver Stocks Still do Well in 2026? | David Finch Ixios Asset Management Interview

    ❗COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT PAID FOR THIS VIDEO. Viewers are encouraged to understand that Resource Talks is a business that creates and publishes video interviews in exchange for monetary compensation. This means that there will always be a conflict of interest with the interviewees which means you can never rely on anything said herein. 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 Chapters00:00:32 Did we miss the bull market? 00:05:26 How should I look at valuations? 00:07:40 What could cause the next leg up? 00:10:45 Does the gold price need to double for stocks to do well? 00:17:22 What are the precious metals ETF telling us about the market? 00:19:06 How is David's fund doing? 00:20:55 What's the biggest fund? 00:21:27 What's the split between gold and silver?00:23:39 Are they buying more juniors now? 00:25:45 What's the biggest position in the fund now? 00:26:38 How does he know when to sell? 00:28:06 How does he build NPV models? 00:32:18 Is there a jurisdiction discount and/or premium? 00:35:26 How much cash are they keeping? 00:37:07 Are the gold/silver ETFs really a good bet? 00:40:20 What's David's checklist? 00:42:48 Is David building copper exposure? 00:44:21 What else is David paying attention to now? 00:47:17 Where does David get his information from? 00:52:59 Closing thoughts

    This is an Ixios Asset Management interview with CEO David Finch.

    56 min
  • Oil and Gold Exploration in One Company | Angkor Resources CEO Interview

    ❗ANGKOR RESOURCES HAS NOT PAID FOR THIS CEO INTERVIEW. 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 Chapters00:00:12 Very Important Warning00:01:11 Angkor Resources Company Overview00:07:06 What kind of a company is Angkor really building?00:11:23 Has the CEO made money for shareholders before? 00:16:17 Does management have real skin in the game?00:19:40 How did they even get the projects in Cambodia?00:33:32 How does asset ownership in Cambodia work?00:40:04 Does the government get a royalty on the projects?00:44:05 What is the related-party risk for Angkor Resources?00:47:13 What is the relationship with the local population?00:57:38 Could they go back to drilling or do they need more permits?01:02:15 When will they be drilling the porphyry targets?01:04:39 Will they look for a JV partner?01:05:40 How much time do they need?01:06:41 How much money do they need? 01:08:11 How will they finance the company going forward?01:09:49 What's the monthly burn rate for Angkor Resources?01:12:31 How will they deal with the debt?01:13:49 Will they need more debt in the future?01:18:09 Is Angkor in a position to negotiate good terms?01:19:43 What is are biggest risks for Angkor Resources?01:29:19 What's the biggest criticism for Angkor Resources?01:30:16 Why did Angkor Resources pivot?01:36:20 Very Important Warning - DO NOT SKIPThis is an Angkor Resources interview with CEO, Delayne Weeks.

    1 hr 42 min
  • 3 Gold Juniors Merge to Create 1 High-Grade Story | Trident Resources CEO Interview

    ❗TRIDENT RESOURCES HAS NOT PAID FOR THIS CEO INTERVIEW. 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 Chapters00:00:11 Very Important Warning 00:01:10 Trident Resources Company Overview 00:05:45 What's the actual goal for Trident?00:09:15 Is this the right CEO for Trident?00:17:19 Does the CEO have other jobs?00:18:44 Do insiders have real skin in the game?00:20:02 Has the paper from the roll back worked through?00:22:31 Do insiders hold a royalty on the projects?00:23:31 Why did previous operators walk away?00:26:02 Did the mine close down due to any geological issues?00:29:54 What's the size of the target? 00:32:53 How much time do they need to get to an updated MRE?00:36:08 What's the next catalyst for the company?00:38:32 When will they be drilling?00:39:49 When are the other assays coming out?00:40:40 How much money do they have right now?00:41:59 Will they be selling Skeena shares?00:44:15 How much are they spending on G&A?00:45:52 What are they doing for marketing?00:48:00 Are they expecting any warrant money to come in?00:49:33 Would they consider a JV?00:51:55 Will they drill the copper projects soon?00:53:32 Are the other projects for sale?00:55:13 What are the biggest risks for Trident?00:58:14 Is the historic data still available? 00:59:41 Are there any legacy issues?01:02:10 What is the relationship with the First Nations?01:05:02 Is grade continuity a risk?01:06:02 Is the lake a risk?01:10:33 What's the biggest criticism of Trident?01:13:31 Very Important Warning - DO NOT SKIPThis is a Trident Resources interview with CEO, Jon Wiesblatt.

    1 hr 20 min
  • Could Silver Stocks Outperform Copper in 2026? | Lobo Tiggre Interview

    ❗COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT PAID FOR THIS VIDEO. Viewers are encouraged to understand that Resource Talks is a business that creates and publishes video interviews in exchange for monetary compensation. This means that there will always be a conflict of interest with the interviewees which means you can never rely on anything said herein. 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 Chapters00:00:13 Very Important Warning00:00:49 Where are we in the cycle?00:12:16 How much cash is Lobo keeping now?00:17:01 How do I not waste the bull market?00:21:06 Should I be a contrarian in this market?00:26:04 How should I value mining stocks in a bull market?00:31:50 Would Lobo pay +100M for a pre-discovery company?00:35:38 Do prospect generators make sense in a bull market?00:41:58 What could be a value trap in a bull market?00:45:51 Where will the cycle go over 2026?00:48:30 Is triple digit silver still just a dream?00:50:03 Why is Lobo still not buying copper stocks?00:51:15 Silver or copper?00:56:30 How does Lobo Tiggre exit positions in this market?00:58:52 What jurisdictions does Lobo Tiggre like?01:00:33 Closing thoughtsThis is an conversation about investing in the ongoing bull market with Lobo Tiggre.

    1 hr 3 min
  • Is a Hub-and-Spoke Model Realistic for Copper Production in the USA? | Blue Moon Metals Interview

    ❗BLUE MOON METALS HAS PAID FOR THIS VIDEO. 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 Important Warning00:01:13 Blue Moon Metals Company Overview00:03:03 What is their favorite project?00:07:47 What are the biggest geological risks for Nussir?00:09:40 How much money do they need to de-risk Nussir?00:11:10 What's the exploration target size?00:15:08 What are the structural controls at Nussir?00:18:58 What is the metallurgy at Nussir?00:20:48 What's the grade in-concentrate they expect at Nussir?00:22:09 What's the PGE association at depth?00:25:30 Does the geology get more complicated at depth?00:26:49 When are assays expected?00:27:49 Do they have to deal with salt water?00:28:39 What is the market missing about Nussir?00:30:57 Is there enough space for a mining operation at Nussir?00:34:14 Would they ever mine in an open pit setting?00:35:35 Are the protests still ongoing?00:36:40 How will they deal with the soft minerals at Springer?00:41:45 Will they feed everything through the same mill?00:48:55 What's the metallurgy at Blue Moon?00:51:20 What are they going to do with the tailings?00:52:58 What's the tungsten metallurgy at Springer?00:54:17 What's the biggest determinant of profitability in the US?00:56:55 Why ore sorting? 00:58:53 How much are they expecting for CAPEX?00:59:53 What is the NSG project really about? 01:01:48 Is the legacy data at NSG of any value?01:04:32 What's the metallurgy at NSG?01:06:26 How do they choose drill targets at NSG?01:07:26 How much drilling do they need at NSG?01:08:09 What's the exploration target size at NSG?01:09:36 What's the biggest criticism of the geology?01:13:47 Is the stock getting ahead of itself?01:15:48 Closing thoughts01:19:52 Very Important Warning - DO NOT SKIPInterview with Blue Moon Metals’ leadership: CEO Christian Kargl-Simard, President & COO Skott Mealer, and VP Exploration Theodore Veligrakis.

    1 hr 26 min

About Resource Talks (CEO BBQ)

From the publisher's feed

No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks.