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❗VOLTA METALS HAS NOT 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.caa
Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 Volta Metals Company Overview00:04:42 What really is the strategy here?00:08:27 Is this the right CEO for Volta Metals?00:12:35 Do insiders have real skin in the game?00:14:38 Who owns the rest of Volta?00:15:35 How tight is Volta’s share float?00:17:43 Are there major conflicts of interest?00:20:44 What are the change of control fees?00:22:12 How did Volta acquire Springer so cheaply?00:28:09 Why did Springer’s previous operator leave?00:34:22 How much of the historical work is usable?00:35:46 Will they re-drill historical holes?00:36:41 Did Volta inherit liabilities at Springer?00:37:43 Could the mineralization complicate mining?00:41:06 What is the biggest unknown?00:43:06 What product would they actually sell?00:45:18 What processing plant would they need?00:46:23 How large must Springer’s production be?00:47:49 How much more drilling does Springer need?00:49:28 Is Springer ready for a PEA?00:49:40 What would make a PEA successful?00:50:34 What if Springer’s PEA disappoints?00:52:06 Why has Springer’s PEA been delayed?00:53:11 When could Springer’s PEA be completed?00:53:53 What agreements or permits does Springer need?00:55:03 When do they expect metallurgy results?00:57:59 Will gallium be payable in the PEA?01:00:36 Are cerium and lanthanum payable?01:01:55 What is the real payable rare-earth grade?01:03:18 Who could ultimately own Springer?01:04:18 How much land would Springer actually need?01:05:21 Would they do a JV?01:06:11 How much cash do they have?01:06:57 How much is their G&A?01:08:20 How much funding is needed?01:10:17 How would Volta raise more capital?01:10:30 Could Aki reduce future dilution?01:11:38 Will Springer need a pilot plant?01:12:41 What is Springer’s biggest risk?01:14:13 What is the Nipissing First Nation MOU status?01:16:14 What permits would Springer need?01:17:17 How easy is Springer to access?01:18:56 Could water become a problem?01:19:33 When is Volta’s next project update?01:21:08 What is Volta’s near-term marketing strategy?01:22:55 Which companies does Volta consider peers?
Ore Group sponsored this video, making it free of YouTube ads: https: https://oregroup.ca/.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.caaTimestamps:00:00:00 Chapters00:00:18 Very Important Warning00:01:13 Is inflation bullish or bearish for gold?00:03:55 Are Treasury buybacks bullish for gold?00:06:39 Could debt monetization weaken faith in the dollar?00:09:05 Can markets absorb US debt without higher yields?00:10:39 Does gold’s rally have further to run?00:13:55 Has gold’s next catalyst already arrived?00:16:31 Did markets overreact to Treasury buybacks?00:19:16 Is gold price discovery shifting toward Asia?00:22:23 Is Asian physical gold demand overstated?00:24:03 Is weak US ETF participation bullish for gold?00:27:08 Why are central banks buying more gold?00:30:11 What unites central banks buying gold?00:32:49 Is gold harder to sanction than overseas assets?00:34:18 When should investors choose physical gold over ETFs?00:37:31 Do miners still offer attractive leverage?00:40:17 Could miners destroy value by overinvesting?00:42:07 Which metal would Joe Cavatoni pick?00:43:24 What is Joe Cavatoni buying?In this conversation Mark and Joe Cavatoni discuss whether sticky inflation and Treasury buybacks can keep pushing gold higher, why rising US debt could weaken confidence in the dollar, how Asian investors and central banks are reshaping gold demand, when physical gold makes more sense than an ETF, and whether gold miners still offer attractive leverage despite rising costs and the risk of over investment.
Mining Hub sponsored this video, making it free of YouTube ads: https://mininghub.com/.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 Chapters00:00:10 Very Important Warning00:01:45 Overview Market00:04:35 Overview Movers00:09:31 VR Resources Ltd. (TSX-V: VRR)00:12:31 First Au Limited (ASX: FAU)00:14:18 Solstice Gold Corp. (TSX-V: SGC)00:17:09 Mount Ridley Mines Limited (ASX: MRD)00:20:10 Emperor Metals Inc. (CSE: AUOZ)00:22:57 Alara Resources Limited (ASX: AUQ)00:24:41 Greenland Mines Ltd. (Nasdaq: GRML)00:27:34 Western Gold Resources Ltd (ASX: WGR)00:29:26 Enduro Metals Corporation (TSX-V: ENDR)00:32:53 Felix Gold Limited (ASX: FXG) 00:34:54 Guanajuato Silver Company Ltd. (TSX-V: GSVR)00:37:16 Auking Mining Limited (ASX: AKN)This is a Junior Mining Talks weekly news episode (Week 35), covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why, plus a set of skeptical questions for management.
❗WESTERN EXPLORATION HAS NOT 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.caaTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Western Exploration Company Overview00:05:03 What is the five-year goal?00:09:41 Is this the right CEO for WEX?00:14:07 Do insiders have real skin in the game?00:16:38 Who else owns Western Exploration shares?00:17:19 Do insiders personally own project royalties?00:18:17 How is the land ownership structured?00:19:15 Are there clawback rights?00:19:25 What are the change of control fees?00:20:28 Has Western Exploration ever changed its name?00:21:12 Has Western Exploration ever rolled back shares?00:21:25 Why didn’t Homestake develop the other deposits?00:25:57 How much gold did Homestake mine here?00:26:27 Why did previous owners sell Doby George?00:29:11 Why hasn’t Western built a mine yet?00:30:59 Why did Agnico invest in Western Exploration?00:34:21 Do they have historical liabilities?00:35:40 Can they really execute on schedule?00:36:58 What is the biggest unanswered question?00:38:55 Is resource size Gravel Creek’s main hurdle?00:41:44 How reliable is the historical drilling?00:45:29 Is Gravel Creek still in Western Exploration’s plans?00:46:15 Where could Gravel Creek concentrate go?00:48:53 Is the 2027 timeline realistic?00:49:27 What would success at Gravel Creek look like?00:51:14 When will Gravel Creek drilling finish?00:51:28 What is Western Exploration drilling this year?00:52:02 What would Doby George drilling success look like?00:53:15 What drill spacing does Doby George require?00:56:48 What are Doby George’s success odds?00:58:24 Will resource growth continue alongside the PFS?01:03:59 How much cash does Western Exploration have?01:04:44 How will they raise capital?01:07:24 What is the biggest risk?01:14:35 How many ounces could poor recovery cost?01:17:29 Is Gravel Creek mineralization refractory?01:19:49 Could PFS changes disrupt the NEPA process?01:22:16 Could trucking and processing threaten Gravel Creek?01:25:53 How does the Nevada Gold Mines lease work?01:29:32 Could environmental consultation delay Doby George?
❗AMERICAN EAGLE 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.caa
Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:04 American Eagle Gold company overview00:03:00 What has American Eagle done for shareholders?00:09:32 How long will American Eagle’s funding last?00:10:44 What question annoys American Eagle Gold most?00:14:18 Why did American Eagle’s Morrison bid fail?00:20:17 Was Morrison a restart or district strategy?00:21:52 Did Morrison’s failure change American Eagle’s strategy?00:22:13 Will American Eagle acquire more Babine land?00:24:25 What are the 55,000-metre program’s main goals?00:26:41 How much drilling will be step-out work?00:27:16 Will 55,000 metres support an initial MRE?00:29:00 Will the first MRE be mostly inferred?00:30:18 How big could NAK’s first MRE be?00:32:56 Does NAK need higher average grades?00:35:28 Is Hole 83 comparable to Hole 78?00:38:31 How will American Eagle follow up Hole 83?00:39:35 What drives Hole 87’s deeper high grade?00:41:39 Is Hole 87 the same body as 78?00:42:24 Where does high grade pinch across holes 78-87?00:44:09 Is the high-grade pinch visible or inferred?00:45:01 When does Hole 88 become waste?00:46:44 What do Holes 84 and 86 reveal west?00:50:20 Does NAK’s west side need another rig?00:51:00 Why dedicate a drill rig to Hole 89?00:53:28 Does “from surface” actually mean from bedrock?00:55:03 Is glacial till a strip-ratio problem?00:56:21 Does Hole 87’s depth create pre-strip issues?00:57:29 Is Hole 89’s near-surface grade economic?01:01:12 Which Golden Triangle project was built last?01:01:37 Does recent NAK drilling add economic value?01:04:28 When will remaining NAK results be released?01:05:27 Will American Eagle release results every two weeks?01:06:56 What happens if remaining drill holes disappoint?01:09:34 Was all NAK drilling done with oriented core?01:10:12 What has oriented core revealed about NAK?01:13:22 How useful is oriented core at NAK?01:17:21 When will American Eagle understand NAK metallurgy?01:19:27 Will metallurgical results arrive this drill season?01:19:49 What is the biggest remaining risk?
❗TOWER RESOURCES HAS NOT 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.caaTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Tower Resources Company Overview00:04:04 What is Tower Resources’ ultimate endgame?00:06:13 Is this the right CEO for TWR?00:09:55 Is this the right geo for TWR?00:20:25 Do insiders have real skin in the game?00:22:29 Where is the rest of the stock?00:23:24 Do insiders personally own project royalties?00:24:04 How are Rabbit North’s royalties structured?00:26:59 What are the change-of-control fees?00:27:47 What are the KPIs?00:28:47 What data changed their thesis?00:33:50 Is there still porphyry potential?00:36:13 Why didn’t geophysics define a continuous porphyry?00:38:55 How did previous operators handle basalt cover?00:44:34 What changed after 2004’s sub-economic assessment?00:46:50 What challenges did earlier Rabbit North operators face?00:52:35 What is the biggest geological unknown?00:53:41 How continuous is the gold system?00:56:53 Where does Tower Resources drill next?01:00:02 What do they expect from remaining assays?01:01:53 When would Tower bring in a strategic partner?01:02:45 Is Tower planning another capital raise soon?01:03:43 What is the assay timeline?01:04:35 What has delayed the assays?01:06:44 Does basalt cover slow drilling and targeting?01:08:59 When will they start drilling again?01:11:39 What permits do they need?01:12:41 Could they have a resource by 2029?01:15:35 How big could Rabbit North realistically become?01:17:21 How much capital could this require?01:18:55 How much cash does Tower Resources have?01:19:56 Will they increase marketing spending?01:20:25 How much could Tower spend outside exploration?01:20:40 What are the main risks?01:26:43 Why is Tower Resources valued below peers?01:28:08 How does Tower work with First Nations?01:29:36 Has Tower signed agreements with First Nations?01:32:41 What will they do with other projects?01:39:28 Catalyst Calendar01:40:52 Very Important Warning - DO NOT SKIPThis is a Tower Resources Ltd. interview with CEO, Joe Dhami & Director, Stuart Averill.
❗RADISSON 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.caaTimestamps:00:00:00 Chapters00:00:16 Very Important Warning00:01:06 Radisson Mining Company Overview00:04:01 What does Agnico ultimately want?00:07:02 Why did the financing include five-year warrants?00:09:48 Why did Radisson accept additional investor rights?00:14:40 Can Radisson fund itself to production decision?00:18:59 How do asset restrictions affect Radisson’s strategy?00:22:08 Could Radisson still develop O’Brien independently?00:23:16 Could Radisson add another strategic investor?00:23:29 Does financing make nearby milling more likely?00:27:46 Why is underground drilling Radisson’s logical step?00:35:26 When can Radisson start underground drilling?00:37:48 Will deeper drilling require additional permits?00:39:36 Could underground drilling change the development plan?00:41:17 How is the remaining drilling split?00:42:41 What would drilling success look like?00:47:23 Will they drill more at Pontiac?00:54:27 What are the remaining risks for Radisson?00:55:28 Will Radisson’s CEO buy shares personally?00:58:30 Catalyst Calendar00:59:33 Very Important Warning - DO NOT SKIPThis is a Radisson Mining interview with CEO, Matt Manson.
❗GOGOLD RESOURCES 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.caa
Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:04 GoGold Resources Company Overview00:04:12 Will GoGold build or seek an exit?00:10:02 Is this the right CEO for GoGold Resources?00:14:52 Do insiders have real skin in the game?00:20:45 What royalties apply across the Los Ricos project?00:22:28 Is GoGold considering a share rollback?00:23:13 Why was Los Ricos idle for decades?00:27:17 What challenged historical operators at Los Ricos?00:34:38 Did historical mining leave environmental liabilities?00:36:36 Is any legacy infrastructure at Los Ricos usable?00:37:50 Why did Los Ricos South’s NPV fall?00:43:38 What silver price makes Los Ricos South economic?00:48:40 What must happen to reach 17 million ounces?00:56:20 What permits remain for Los Ricos South?00:57:37 Does Los Ricos South work without open pit?00:58:15 Will they need to renew the ejido agreement?00:59:41 Which deeper targets get tested first?01:05:25 How far behind is Los Ricos North?01:08:34 How much flexibility is there in the timeline?01:11:20 How is underground development progressing?01:13:00 Have ground conditions caused geotechnical surprises?01:16:50 Could underground stability threaten the timeline?01:19:19 How much LOM remains at the tailings operation?01:26:49 Are metal sales prices fixed?01:28:34 How much of the capex has been spent?01:29:48 What capex overrun would force equity financing?01:32:04 When would they need to raise capital?01:33:30 Does tailings cash flow cover G&A?01:34:32 How is GoGold’s mining contractor process progressing?01:36:51 What is the biggest risk?01:39:24 How is water managed?01:41:40 Will Los Ricos South require mine dewatering?01:42:59 Can they reuse the old mine shaft?01:44:25 What is driving the mining dilution?01:46:11 What recoveries do they expect at Los Ricos?01:47:05 What affects the AISC the most?01:48:34 Is regional security a future risk for GoGold?01:53:19 Will they keep marketing?01:54:49 What is the biggest criticism of GoGold?01:57:06 Catalyst Calendar01:59:46 Very Important Warning - DO NOT SKIP
❗BRAZILIAN RARE EARTHS HAS NOT PAID FOR THIS VIDEO. 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. 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.caa
Timestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:07 Brazilian Rare Earths Company Overview00:04:27 Will Brazilian Rare Earths build or sell?00:12:07 Is this the right CEO for BRE?00:15:52 Do insiders have real skin in the game?00:16:36 Why did the CEO sell shares?00:21:36 Do insiders personally own a project royalty?00:26:57 What are the change of control fees?00:29:33 How did Rio Tinto miss the discovery?00:32:28 Did earlier operations leave liabilities?00:34:59 How accessible is the project?00:37:58 Is exploration seasonal?00:39:32 Why did ASX reject the original study?00:44:06 What is the project’s biggest unknown today?00:47:50 Does BRE still need a feasibility study?00:48:45 Could BRE export concentrate instead of refining?00:53:12 How will BRE place excess heavy rare earths?00:58:29 Which deposit becomes the next spoke?01:01:06 How high-grade must future satellite deposits be?01:02:23 How much NPV could uranium add?01:03:54 What ownership model does BRE ultimately want?01:06:16 What milestones come before first oxide production?01:09:17 How long must trial mining continue first?01:11:18 Could land or community issues delay development?01:13:48 When will metallurgy results be definitive?01:22:23 How are NdPr offtake talks progressing?01:22:56 How long could Camaçari EIA approval take?01:24:14 Which peer can BRE learn from?01:26:40 How will BRE finance the CAPEX?01:29:04 Would BRE look for strategic funding?01:32:04 Does uranium add extra capital cost?01:32:43 How much will BRE spend before financing?01:34:16 How much more funding will BRE need?01:35:26 How high is BRE’s corporate overhead?01:36:02 What is the catch with BRE’s economics?01:38:29 Why did chevkinite initially worry Bernardo?01:40:53 What are BRE’s water and licensing risks?01:49:29 How will BRE market itself, and at what cost?01:50:54 Catalyst Calendar01:53:33 Very Important Warning - DO NOT SKIPThis is a Brazilian Rare Earths Interview with CEO, Dr. Bernardo da Veiga.
❗LIBRA ENERGY MATERIALS HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.
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Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:04 Libra Energy Materials Company Overview00:04:05 What has Libra done for shareholders recently?00:06:55 How much cash does Libra currently have?00:09:01 How will Libra fund G&A and marketing?00:10:03 What will Libra’s next news release be?00:10:46 Will they sell Athena shares?00:15:23 Why are remaining assays taking longer?00:16:20 How do the REE results compare to others?00:17:55 What would success look like at Penelope?00:19:08 Are they seeking a partner for Penelope?00:23:47 Why was the James Bay program so small?00:25:11 Why did assays take so long?00:26:34 What other work are they doing in James Bay soon?00:26:52 What is the government funding about?00:29:07 How significant is the graphite discovery?00:33:21 When will Libra resume work at SBC?00:36:01 How significant are the recent team changes?00:37:49 Why did Q2 pass on Libra’s new ground?00:48:22 How do Libra’s geochemical ratios compare with Q2?00:49:05 How much of the trend actually outcrops?00:50:04 What is the biggest unknown?00:51:55 What work is needed before they can drill?00:54:00 When are assays expected?00:54:52 How is Libra handling First Nations engagement?00:56:01 What other permits will they need?00:57:04 What are Libra’s biggest near-term risks?00:58:42 What is Libra’s biggest geological risk here?00:59:15 Which other companies are they watching?01:02:02 Will the CEO buy more Libra shares?01:02:43 What are they doing for marketing?01:05:01 What is the biggest criticism of Libra?01:08:18 Catalyst Calendar01:11:23 Very Important Warning - DO NOT SKIPThis is an interview with Libra Energy Materials' CEO, Koby Kushner & VP of Exploration, Dr. Jérémie Pfister.
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