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❗BUFFALO POTASH 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.ca
Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:03 Buffalo Potash Company Overview00:05:20 Build or sell?00:09:15 Has the CEO made shareholders money?00:11:58 Does the CEO have other jobs?00:13:22 Does the CEO have real skin in the game?00:15:17 Who else holds stock?00:18:35 Are there change of control fees?00:19:26 What KPIs does the board use?00:20:15 What are the short-term milestones?00:21:28 How come nobody beat Buffalo to it?00:25:02 Why did the neighbours pass on this ground?00:27:25 What held back the pilot?00:32:31 Why did Occidental never commercialise it?00:35:05 Did that work leave liabilities behind?00:35:32 Did it leave anything positive behind?00:36:41 How much of the PEA is 1960s data?00:37:19 Biggest variance between old and new assays?00:38:25 Can old holes support the resource model?00:39:29 Clay seams or carnallite in the core?00:42:30 What metallurgical work has been done?00:43:23 What can be learned from failed pilots?00:46:20 What is the biggest unanswered question?00:52:51 How much of the thesis is beta?00:55:11 What must the IPM prove first?00:57:41 How many HLD wells for 125,000 tonnes?00:58:31 Local markets or offtake agreements?00:59:45 What changes if recoveries are met?01:01:06 How does modular change mine life?01:04:21 What thresholds trigger further capital?01:06:14 Where do Edenwold and Odessa fit?01:08:16 Keep them or sell them?01:08:52 What would success look like in five years?01:11:24 What's the path from drilling to first product?01:16:54 Will Buffalo Potash do a PFS?01:17:05 What will it cost versus cash on hand?01:18:07 When could the next raise come?01:19:26 What is the biggest risk?01:21:59 Is the IPM lease closed?01:22:31 Which permits before turning on the IPM?01:23:55 Access agreements with neighbouring operators needed?01:24:12 Any communities or First Nations to deal with?01:26:01 Is there year-round site access?
By Resource Talks❗BUFFALO POTASH 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.ca
Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:03 Buffalo Potash Company Overview00:05:20 Build or sell?00:09:15 Has the CEO made shareholders money?00:11:58 Does the CEO have other jobs?00:13:22 Does the CEO have real skin in the game?00:15:17 Who else holds stock?00:18:35 Are there change of control fees?00:19:26 What KPIs does the board use?00:20:15 What are the short-term milestones?00:21:28 How come nobody beat Buffalo to it?00:25:02 Why did the neighbours pass on this ground?00:27:25 What held back the pilot?00:32:31 Why did Occidental never commercialise it?00:35:05 Did that work leave liabilities behind?00:35:32 Did it leave anything positive behind?00:36:41 How much of the PEA is 1960s data?00:37:19 Biggest variance between old and new assays?00:38:25 Can old holes support the resource model?00:39:29 Clay seams or carnallite in the core?00:42:30 What metallurgical work has been done?00:43:23 What can be learned from failed pilots?00:46:20 What is the biggest unanswered question?00:52:51 How much of the thesis is beta?00:55:11 What must the IPM prove first?00:57:41 How many HLD wells for 125,000 tonnes?00:58:31 Local markets or offtake agreements?00:59:45 What changes if recoveries are met?01:01:06 How does modular change mine life?01:04:21 What thresholds trigger further capital?01:06:14 Where do Edenwold and Odessa fit?01:08:16 Keep them or sell them?01:08:52 What would success look like in five years?01:11:24 What's the path from drilling to first product?01:16:54 Will Buffalo Potash do a PFS?01:17:05 What will it cost versus cash on hand?01:18:07 When could the next raise come?01:19:26 What is the biggest risk?01:21:59 Is the IPM lease closed?01:22:31 Which permits before turning on the IPM?01:23:55 Access agreements with neighbouring operators needed?01:24:12 Any communities or First Nations to deal with?01:26:01 Is there year-round site access?