Resource Talks (CEO BBQ)

❗ALL THE COMPANIES HAVE PAID FOR THIS VIDEO. All of the proceeds from this will go directly to the YMP Scholarship fund.

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 Chapters

00:01:05 Very Important Warning

00:01:45 What are the biggest challenges for each individual company?

00:11:18 What are the best practices for dealing with challenges?

00:21:10 What are the challenges for the next part of the Lassonde curve?

00:29:13 What are the main challenges for the sector as a whole?

00:42:22 Very Important Warning - DO NOT SKIP

This is a video about junior mining, and the biggest risks and challenges in mining today.

❗SURGE COPPER 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 Chapters00:00:10 Very Important Warning00:03:55 What has Leif done for shareholders lately?00:12:06 How is ARM a 'strategic' investor? 00:20:14 What are the synergies with ARM for Surge Copper? 00:26:51 Would Canada allow a takeover by a non-Canadian? 00:28:39 Does having ARM at 19.9% limit the potential? 00:34:34 What is Surge Copper spending money on now? 00:38:43 Will they do a large exploration program? 00:45:02 When will they have to raise money again? 00:46:05 Would they sell a royalty/streaming? 00:50:09 What are the change of control fees? 00:53:01 How did the drill program go? 01:04:02 When are the assays going to be announced? 01:06:28 Why would I own Surge Copper now? 01:13:47 What does being in this part of the BC really look like? 01:19:56 How high could the NPV get at current metals prices? 01:30:00 How did they get better metallurgy? 01:36:15 What's going on at Ootsa? 01:47:08 When's the next Surge Copper interview going to be?01:48:11 What's the biggest criticism of Surge Copper? 01:57:39 Very Important Warning - DO NOT SKIP

This is a Surge Copper CEO interview with CEO, Leif Nilsson.

❗TINKA RESOURCES HAS NOT PAID FOR THIS 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 Chapters

00:00:13 Very Important Warning

00:01:38 Tinka Resources Company Overview

00:06:49 Why is Brandon joining Tinka now?

00:11:21 What's Brandon's job with Tinka?

00:13:00 How much skin in the game does Brandon have?

00:15:38 How much skin in the game do other insiders have?

00:16:16 What percentage of Tinka is in "strong hands"?

00:19:22 How's the relationship with Nexa and Buenaventura?

00:21:30 Do insiders own a royalty on the projects?

00:22:30 How is director/insider compensation determined?

00:23:52 Will Brandon have a salary?

00:25:42 Will they change the CEO?

00:27:52 Why did the share price fall over the last 5 years?

00:30:55 Will Tinka be trying to bring the project into production?

00:33:38 How big does the project have to get for it to be buyable?

00:36:08 How much more money do they have to spend on the project?

00:38:50 How much time will it take to grow the project?

00:41:07 Would they consider a JV?

00:42:58 Were the warrants too cheap with the recent financing?

00:44:29 What's the biggest risk for Tinka Resources?

00:47:44 How far is the project from agriculture/communities?

00:48:44 What do community consultations look like?

00:50:02 How's the infrastructure in the region?

00:51:39 How's security in the region?

00:52:51 What's the water situation in the region?

00:53:49 What's the topography at the project?

00:54:59 What are they drilling right now?

00:56:22 How deep are they drilling?

01:00:00 When will the assays be announced?

01:01:00 What would 'success' be in this drill program?

01:03:52 Would they spin out the gold-copper assets?

01:05:16 Why wasn't this project ever drilled before?

01:08:48 At what elevation is it?

01:09:22 Why not drill both projects now?

01:10:58 Why buy a 5% interest in a Saudi gold company?

01:13:57 How much will they spend on G&A?

01:15:34 How will they market the Tinka story?

01:19:06 How's Brandon's relationship with the Lundins?

01:21:06 What's the biggest criticism of Tinka Resources?

01:24:45 Very Important Warning - DO NOT SKIP

This is a Tinka Resources interview with Executive Chairman Brandon Macdonald.

❗KINGFISHER 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 Chapters00:00:16 Very Important Warning00:02:20 Why would I care about KFR at this stage?00:05:20 When are more assays coming?00:05:39 How much money do they have now?00:06:31 When do they have to raise again?00:07:45 Would they consider a JV?00:08:51 Would they buy a project somewhere else?00:10:26 What's going on with the gold projects?00:12:05 Are the larger shareholders happy with the drill results?00:13:39 Do the larger shareholders want a capital raise now?00:14:25 Does Dustin have marketing trips coming in?00:14:54 What does this new target really mean for the company?00:24:46 Would Dustin mortgage his house to drill the new target?00:28:24 Geological deep-dive on the new copper-gold target00:45:11 How much money do they have to raise to drill Hank?00:46:03 More geological deep-dive on the new copper-gold target01:06:09 Geological deep-dive on the epithermal stuff01:11:04 Why did Mary disappoint in 2023?01:17:23 Summary of the technical discussion01:19:36 Very Important Warning - DO NOT SKIPThis is a Kingfisher Metals CEO interview with Dustin Perry.

❗SAN LORENZO GOLD 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 Chapters00:00:11 Very Important Warning 00:01:27 San Lorenzo Gold Company Overview00:08:50 Has the CEO made money for shareholders before?00:10:43 Will Al remain the CEO of San Lorenzo Gold?00:11:55 How much stock does Al own?00:12:56 Why is Al lending money to the company?00:17:52 Is Al capable and willing to keep financing the company?00:19:30 Do insiders own a royalty on the projects?00:19:56 Is there an incentive structure for insiders?00:22:05 Do they want to sell or build? 00:24:04 Why did nobody discover Cerro Blanco before?00:25:21 How big could Cerro Blanco get?00:28:28 Which is Al's favorite target?00:29:52 How much more drilling does Cerro Blanco need?00:30:42 What will this drill program look like?00:31:45 Would they go to 5 holes?00:32:56 Why not raise capital right now?00:34:11 Is there a possibility for a JV?00:38:54 How much are they stepping out?00:40:26 When are the assays going to announced?00:41:26 How are the drilling conditions?00:42:28 When will they drill the other targets?00:44:12 Why hasn't Tres Amigos been drilled recently?00:45:54 What's the biggest risk for San Lorenzo?00:47:26 How's topography?00:49:02 Is it challenging to operate there?00:50:52 How available is water?00:53:11 How are the community relations?00:54:55 Will G&A go up?00:56:35 Will they spend more on marketing now?00:58:14 What's the biggest criticism of San Lorenzo?01:03:29 Very Important Warning - DO NOT SKIPThis is a San Lorenzo Gold interview with CEO Al Kroontje.

❗COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT 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 Very Important Warning00:00:40 How's Lobo Tiggre doing?00:04:30 Will the tide really lift all boats? 00:10:19 What segment in mining could do well in the future?00:11:18 What are the worst mistakes you can make in this market?00:15:02 Does Lobo look differently at mining stocks now?00:19:23 What matters most in mining now?00:20:28 What do I if my mining stocks are not yet running?00:23:34 Would Lobo still do it this way if he owned others stocks?00:33:51 What's the biggest risk for mining stocks right now?00:42:21 How much cash is Lobo keeping right now?00:45:51 When's the mining bull market going to be over?00:51:55 Is Lobo Tiggre bullish on nickel stocks?00:56:24 Is Lobo bullish on rare earths?01:01:25 Is Lobo really bearish on mining stocks?This is an conversation about investing in junior mining with Lobo Tiggre.

❗LATIN METALS HAS NOT PAID FOR THIS 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 Important Warning 00:01:37 Latin Metals Company Overview 00:08:18 Does it really make sense to own prospect generators now? 00:13:10 Has this CEO made money for shareholders before? 00:16:46 Does the CEO have other management positions? 00:18:23 Does the CEO have skin in the game? 00:19:44 Does the CEO plan to be buying shares in the open market? 00:20:30 Do other insiders have skin in the game? 00:21:16 Do insiders own a royalty on the projects? 00:22:09 How do they determine executive compensation? 00:23:45 Is Latin Metals looking for an exit? 00:32:00 When do they have to raise capital again? 00:33:38 Who owns the options and warrants? 00:37:07 Will their G&A go up? 00:42:00 What's AngloGold planning of Organullo? 00:46:33 Are community relationships under control? 00:49:08 What's the biggest risk/challenge for Organullo?00:51:56 What are AngloGold's internal target thresholds? 00:53:20 What happens if AngloGold walks? 00:55:05 When are assays going to be announced? 00:57:06 What's happening at Esperanza & Huachi? 01:02:45 What is happening with the projects in Peru? 01:07:50 What's happening at Cerro Bayo? 01:08:45 Why did Barrick walk away from Cerro Bayo?01:13:40 What is the biggest criticism of Latin Metals now?01:19:05 Very Important Warning - DO NOT SKIP This is a Latin Metals interview with CEO Keith Henderson.

❗COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT 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 Chapters

00:01:30 What's Tony's track record?

00:23:20 Where to start when looking into a new mining company?

00:33:29 Does a project have to be mineable to make me money?

00:37:15 What are red flags to look for?

00:40:05 What's the real job here?

00:45:15 What's the first thing Tony looks for?

00:51:05 How important is the size of the G&A?

00:55:20 What to look for in early-stage projects?

01:01:32 How does Tony value exploration projects?

01:07:50 Which books does Tony like?

This is an conversation about investing in junior mining with Tony Manini.

❗EMX ROYALTY 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 Chapters

00:00:11 Important Warning

00:01:27 EMX + Elemental Merger Overview

00:03:12 Is this an efficient deal for EMX shareholders?

00:07:36 Does the valuation make sense for EMX shareholders?

00:11:18 Why get a crypto company on board?

00:15:46 Does Tether get a lot of control?

00:20:24 How much cash will the new company have?`

00:21:33 When will they be able to invest off their own balance sheet?

00:23:39 Will they be buying back shares?

00:26:24 Will Franco exercise their warrants?

00:27:32 How do you grow a mid-tier royalty company?

00:32:28 Will they keep the royalty generation business?

00:39:15 Will they focus on gold/silver or copper?

00:40:39 Will they focus on other metals?

00:43:48 What jurisdictions are they interested in?

00:49:05 Will their G&A go down?

00:52:43 Who's going to be doing what within the company?

00:53:42 When will the new company be trading?

00:55:21 Will they be marketing in New York?

00:58:28 What is going on with the EMX royalties now?

01:04:30 What is going on with the Elemental Altus royalties now?

01:07:43 What's the biggest risk for the combined company now?

01:11:31 How much money is being invested in the assets next year?

01:13:57 Very Important Warning - DO NOT SKIP

This is an EMX Royalty & Elemental Altus CEO interview with David Cole & Frederick Bell.

❗COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT 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 Chapters00:00:54 Important Warning 00:01:22 Does Steve actually make money in the market? 00:06:36 Should I chase discoveries? 00:09:03 How do I know if discoveries are overpriced? 00:10:16 What potential return is enough to compensate for risk? 00:11:00 What is a real discovery?00:14:14 How many positions does Steve have? 00:14:59 How many discoveries happen every year? 00:16:38 Do you really need patience? 00:18:30 How many holes does Steve want to see to get interested? 00:23:09 Can non-geologists make money in exploration? 00:25:58 What should I pay attention to in exploration? 00:29:35 Why is it so hard to make money in mining? 00:32:57 What are the main mistakes retail makes? 00:35:12 What mistakes has Steve made? 00:38:49 How do you value a discovery properly? 00:42:19 Would he still do it this way if he wasn't a geo? 00:43:30 Does he buy all at once or does he scale into positions? 00:45:43 Does he have a higher cash position now? 00:46:34 When will Steve sell his positions? 00:49:03 Where is the next big discovery going to come from? 00:53:40 Does management matter more than the rocks? This is an conversation about investing in junior mining with Steve Todoruk.