Junior Resource Investing

Link to Companion Article and Written Summary: https://juniorresourceinvesting.subst... Kodiak Copper is in the middle of a critical milestone, having released part one of their maiden resource for their MPD project (with part two due before end of year). Including inferred tonnes, the resource for the first 4 zones reported is nearly 300Mt of 0.35% CuEq. The remaining three zones will be reported...

Link to Infographic: https://open.substack.com/pub/juniorr... Here's a quick video of me just walking through a few ideas I have regarding my gold developers peer comparison infographic. This infographic compares four Canadian gold companies at different stages of the development pathway. Thesis Gold and Probe Gold both have imminent PFSes, Skeena Gold & Silver has a funded DFS, and finally Ar...

Link to Companion Article: https://juniorresourceinvesting.subst... This is a big day for Arizona Gold and Silver. After months and indeed years of build-up, Arizona looks like it is finally, excitingly, be positively confirming the significant blue sky potential management has believed in all along at its Philadelphia project in Arizona. This is because AZS has finally hit the interpreted epither...

Link to Companion Article: https://juniorresourceinvesting.subst... I will get Roy on for a long-form deep dive soon, but in the meantime, recent news demanded I get him on fast to talk about it. That’s because Allied Critical Metals (ACM.CN) released what looks to be - without hyperbole - one of the best pubco tungsten hits ever recorded at its Borrallha brownfield (re)development project. 12m of...

Link to Companion Article: Cosa Resources significantly and rapidly advanced its Murphy Lake North project based on the recently-announced results of their summer drill campaign. Not every drill campaign ends in discovery, but every discovery comes from the efforts of multiple drill campaigns, all of them building together to achieve the necessary critical mass of subsurface understanding to drive...

​ ‪@foundersmetals‬ Time Stamps Below Link to companion article: https://juniorresourceinvesting.subst... More news out of Founders Metals recently. Drilling around their flagship Upper Antino discovery has critically expanded areas of known mineralisation along strike, laterally, and at depth. With ~30,000 meters left to be drilled and released this year, and the weather cooperating for farther a...

​ @tocvanventures Time Stamps Below Companion Article: https://juniorresourceinvesting.subst... This is a big development for Tocvan. One that has been years in the making. Tocvan's stated goal has always been to push to early stage proof of concept production, betting that their jurisdictional advantages (in Sonora, Mexico - pro mining, very cheap, many neighbouring peers) would allow them to acc...

Link to Companion Article: https://juniorresourceinvesting.subst... Time Stamps 01:15 Introduction to Evan and His Work 04:30 What About Your Origin Story with Thesis and What Drew You to Lawyers-Ranch? 07:00 What is your short order, high priority goal for this campaign? 08:45 How has the transition from academia and government to market geology been? With summer exploration season upon us and an...

Time Stamps Below. ‪@CosaResources‬ Link to Companion Article: https://juniorresourceinvesting.subst... Cosa Resources is a junior uranium explorer operating on the eastern edge of Saskatchewan's prolific Athabasca Basin. A shrewd deal with Denison Mines has recently given Cosa a 70% option on some of the premium unexplored targets left in the region. Now with 4 holes from last winter helping them...

Link to companion article: https://juniorresourceinvesting.subst... Founders Metals released an exploration update today, covering 4 or 5 different targets, their drill results, and future plans. Colin joined me to discuss these results, place them in context, and give a bit more of an update beyond the news release. In an effort to get this out quickly, I will skip my companion article and focus...

Time Stamps Below ‪@FathomNickel‬ Link to Companion Article: https://juniorresourceinvesting.subst... With their financing at long last closed, Fathom Nickel is in gear and in motion again in northern Saskatchewan. CEO Ian Fraser joins me once more to discuss their exploration plans for 2025, how their Gochager Lake project is on the cusp of exciting potential new discoveries, and how they continu...

Time Stamps Below. Tickers AZS.V and AZASF. I sat down with CEO Mike Stark for a brief news update. Since we last spoke, the company has released a couple sets of results from their ongoing drill campaign at their Philadelphia project, acquired land for a future heap leach pad, and have announced some $3.2 million in the bank in part courtesy of significant insider option exercising. AZS is still...

Companion Article: https://juniorresourceinvesting.subst... Thesis Gold (TAU.V) came out with good news recently, announcing that mid-tier producer and Toodoggone neighbour Centerra Gold (CG.T) was getting involved with Thesis through a 9.9% strategic investment. Bringing on a strategic is a critical step in any devcos journey, and the strength of the strategic and the deal itself speaks to the st...

Companion Article: https://juniorresourceinvesting.subst... This is one I’ve followed for a while, including a couple of paid sub notes on them. The similarities (and therefore immediate allure) to another company I follow closely (Founders Metals) make for an awfully compelling narrative here. Consider the obvious parallels: Location of Sela Creek (and Nassau) are in south/eastern Suriname, oroge...

Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter so they can track the following I can bring to their story: https://why-invest-in-contango.com/ In this conversation, Rick Van Nieuwenhuyse, CEO of Contango Ore, discusses the company's recent cash distribution, tonnage delivery improvements, and financial strategies amidst a turbulent macroeconomic e...

Link to companion article: https://juniorresourceinvesting.subst... Back again with Founders Metals (FDR.V). They’re officially north of $6 CAD these days, breaking through ATHs alongside gold. And well-deserved considering the news they’re releasing. 72m of 2.29 gpt Au extending Van Gogh to depths of 200m, after opening it up with 28.5 of 7.12 g/t from 18.6m down. This is yet another major discov...

Companion Article: https://juniorresourceinvesting.subst... Tocvan Ventures (TOC.CN) is moving again. With the drill turning, they are starting to receive positive results from the lab that certainly appear to confirm management’s belief in their Gran Pilar project. Strong gold mineralisation has been intersected in the first-ever handful of holes drilled outside the Main Zone, expanding the known...

Tocvan Venture (TOC.CN) remains one of my top picks. It’s a tightly-held and smartly-managed gold explorer/developer operating its Gran Pilar flagship project in the world-class mining district of Sonora, Mexico. Sonora is among the cheapest places in the world to both explore and produce gold. Tocvan is working to defy the typical junior exploreco model tbat relies on M&A to produce a happy e...

A new company to JRI - Oroco Resource Corp is a copper porphyry developer operating in Sinaloa, Mexico. With 6 billion pounds of payable copper (including inferred), OCO’s Santo Tomas project is no small thing, and with a tiny 1.38:1 strip ratio, strong metallurgy, and solid economics, there’s a lot to like with Oroco. However, Oroco has taken on some chart damage from its dizzying highs a few yea...

Companion Article: https://juniorresourceinvesting.subst... A new company to JRI - Oroco Resource Corp is a copper porphyry developer operating in Sinaloa, Mexico. With 6 billion pounds of payable copper (including inferred), OCO’s Santo Tomas project is no small thing, and with a tiny 1.38:1 strip ratio, strong metallurgy, and solid economics, there’s a lot to like with Oroco. However, Oroco has...

Companion Article: https://juniorresourceinvesting.subst... Thesis Gold CEO Ewan Webster joins me again for a company update. Thesis continues its growth - both of its Lawyers-Ranch project (4.7m oz, 4.2m oz M+I) and of itself as a company and continues to offer a compelling valuation opportunity for investors - a lot of potential reward for not a lot of risk. Ewan discusses with me Thesis' recent...

Link to companion article: https://juniorresourceinvesting.subst... The rate that Founders continues to put new discoveries on the board is impressive, this time the impressive initial results coming out of the Da Vinci target that has seen strong grade in all 5 holes released to date, including 21m of 3.24 g/t Au and 36.0 m of 2.21 g/t Au. CEO Colin Padget joins me again along with VPX Pascal Voe...

With nickel sentiment and price continuing to suffer, CEO Mark Jarvis joins me to discuss Giga’s recent plans to explore for game-changing high grade. Giga's Turnagain deposit is one of the largest nickel deposits in the world, but with mediocre grade, its bulk tonnage advantages are muted in such dramatic nickel downturns as now. So, rather, than sitting still and waiting for nickel sentiment and...

Time Stamps Below Companion Article Found here: https://juniorresourceinvesting.subst... Bought deals, big board members, and bonanza grades - 2024 has been a heck of a year for Founders Metals (FDR.V). So despite all its successes, you might wonder why yesterday’s news release - 81.9m of 1.01 gpt au - managed to goose the share price some 12%. Colin joins me to provide some context on why these r...

Written Summary and Companion Article: https://juniorresourceinvesting.subst... I have CEO Greg Beischer on to talk developments in the AEMC story with him. We discuss current exploration at their Eureka and Canwell nickel targets, how AEMC has responded to adverse macro nickel conditions, AEMC’s Quebec project and its priority status within the company, and upcoming catalysts leading up to an ina...