Doc Jones the Resource Investor

Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.

Business EN ↓ 37 episodes

I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio. The Math never lies

Author

Doc Jones the Resource Investor

Category

Business

Latest episode

Jul 20, 2025

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Episodes

$NICU $MGMNF MAGNA MINING Site visit to surface of Levack and producing McCreedy high grade underground Copper Mine 20.07.2025

$nicu.v $mgmnf . @MagnaMining interview with CEO Jason Jessup on site at their producing high-grade Cu, Ni, PGM+Au McCreedy Mine after touring underground. Video of McCreedy underground and the Massive Chalcopyrite Veins running +20% Cu https://x.com/drjimjonesceo/status/1946964172018704554 I’m a PRIVATE ACTIVIST INVESTOR, enjoying early retirement after a successful and fulfilling career managing...

Update with CEO Jon Deluce of Abitibi Metals $AMQ 21.01.2025

Key points. -Over 10 million in cash. -Majority of resource is in the CU, AU zone open for expansion -MC of 30 million with 1/3 in cash +9000 meter to release form 2024 drill program.

$NICU $MGMNF Magna Mining Transformative Acquisition of KGHM Producing Copper Mine and multiple other Mines 20.09.2024

Crean Hill PEA: https://ceo.ca/@newsfile/magna-mining-completes-updated-preliminary-economic Magna Mining Acquires Producing Copper Mine in Sudbury from KGHM International Ltd: https://ceo.ca/@newsfile/magna-mining-acquires-producing-copper-mine-in-sudbury Rick Rule interview with Jason Jessup CEO Magna Mining diving into Acquisition: https://www.youtube.com/watch?v=NHhNCds8sFU

Magna Mining Site Visit update plus details on becoming a multi-mine producer and more 02.08.2024

Magna Mining site visit update $nicu $mgmnf https://x.com/drjimjonesceo/status/1818995303493648858?s=46&t=k3zzq9NGvHioMmUWtRBWIg. Blasting rock and stock piling high grade for Glencore’s mill in Sudbury.

Abitibi Metals update $AMQ $AMQFF 02.05.2024

AMQ update focused on geological model testing high grade shoots and open pit potential and other catalyst. Fully funded into 2025.

$INTR.V $IMTCF Intrepid Metals CEO Ken Brophy COPPER! 28.02.2024

INTR is one of the best unknown copper plays in the market that has potential for large scale, high grade. Just read the presentation and look at the historical results. This is the first time these deposits and land package have been consolidated under one company. Presentation: https://www.intrepidmetals.com/images/pdf/presentation/2024/Intrepid_Metals_PPT_Feb_22_2024.pdf Press release this morn...

Magna Mining $NICU $MGMNF Update Jan 30th with CEO Jason Jessup 23.02.2024

Since the recording and broadcast on Twitter Spaces Magna released exceptional assays on Feb 20th: https://ceo.ca/@newsfile/magna-mining-provides-first-2024-drilling-results "Magna Mining Provides First 2024 Drilling Results, Including 1.1% Ni, 8.3% Cu, and 13.9 g/t Pt+Pd+Au Over 3.0 Metres Sudbury, Ontario--(Newsfile Corp. - February 20, 2024) - Magna Mining Inc. (TSXV: NICU) (OTCQB: MGMNF)...

Abitibi Metals Corp CEO Jon Deluce 23.02.2024

$AMQ $ANQFF drills on-site at the B26 Polymetallic Deposit (“B26” or the “Deposit”). The Company is currently completing its winter drill program at the Deposit, where a minimum of 10,000 metres is targeted by the end of March under the first phase of a fully funded 30,000-metre 2024 field season. This is the Maiden Drill Program at the B26 Deposit (Ind: 7.0MT @ 2.94% Cu Eq & Inf: 4.4MT @ 2.97...

RESOURCE UPDATE from OMAI GOLD 4.3 Million Ozs and growing 08.02.2024

Additional 8 min of analysis at the end of the Twitter Spaces https://x.com/drjimjonesceo/status/1755649675586158810?s=20 PRESS RELEASE https://ceo.ca/@newsfile/omai-gold-increases-indicated-mineral-resources-to-a42ad Omai Gold Increases Indicated Mineral Resources to 2.0 Million Oz Au and Inferred Mineral Resources to 2.3 Million Oz Au with Expansion of Wenot Deposit Toronto, Ontario--(Newsfile C...

SAVE CANADIAN MINING with Terry Lynch 15.12.2023

This is a great cause that we all should get behind it. Best, Doc Jones https://savecanadianmining.com/ Stop Predatory Short Selling In 2012 IIROC and CSA removed a trading rule known as the “tick test”, which restricted short selling to neutral or sales to positive price changes at the time of the sale. These changes were applied not only to the main listing venue of TSX Venture Exchange, but are...

UPDATE with Magna Mining $NICU $MGMNF, hitting high-grades, fully funded 2024, getting closer to production. 03.11.2023

Just run the numbers on 1500-2000 t/d at a conservative 2.5%-3% NiEq Todays assays for the first 6-8 years of production. Once again the drill results have consistently shown areas close to the surface modelled as low grade by the prior owners have returned high-grade resources that will increase Tons and Grade: Highlights from the new assay results include: Main Zone (750 Level Pillar) MCR-23-052...

NG ENERGY $GASX $GASXF intro to new CHAIRMAN Brian Paes-Braga 13.10.2023

The turn around has begun... Brian is a serially successful company builder and investor. He has acquired over 10% of NG Energy and the Chairman seat on the board, his ambition is to grow the company substantially over the next few years for the benefit of the shareholders. The company has begun to generate positive cashflow and will be growing reserves and production dramatically in the next 12 m...

SENDERO RESOURCES $SEND in the shadow of GIANTS in the VICUNA DISTRICT 11.10.2023

SEND.V is a new listing that quietly IPO'd last week, see investor deck for capital structure. Real simple, great team, tier one property in Vicuna District, cashed up and very tight shares low an ultra-low MC 50% of which in cash. Sendero Resources  is a dynamic exploration company focused on unlocking the vast mineral potential of the Vicuña district in Argentina. Through our wholly owned su...

Brunswick Exploration BRW.V "Canada’s Largest Grassroots Lithium Initiative" CEO Killian Charles reveals maidan drill program 20.03.2023

I sit down with Killian Charles and discuss BRW's aggressive plans to build shareholder value as they explore on their industry dominant land position driving towards potentially multiple tier-1 lithium discoveries. Press Release Mar 20th 2023: https://ceo.ca/@GlobeNewswire/brunswick-exploration-begins-drilling-at-anatacau-west Company Website: https://brwexplo.ca/ Presentation: https://brwexp...

OM.V Legendary billion-dollar-mine-maker Bob Wares CEO Osisko Metals Signs C$100 Million Investment Agreement With Appian Natural Resources Fund for a Joint Venture on Pine Point 06.03.2023

Osisko Metals Signs C$100 Million Investment Agreement With Appian Natural Resources Fund for a Joint Venture on Pine Point https://ceo.ca/@GlobeNewswire/osisko-metals-signs-c100-million-investment-agreement Bob explains the tremendous value of the deal to shareholders, $30 million total in cash to OM.V plus free-carry while Appian Capital Advisory LLP spends $75 Million over the next 4 years on b...

TWITTER SPACES: Themes For Investing In Resource Sector In 2023, and Research Tools. 17.01.2023

For further information on Magna Mining NICU.V MGMNF and Emerita Resource EMO.V EMOTF listen my recent Site Visit Tour notes and interviews with the CEO'S on Podcast Channel. Companies on Interest: NICU, EMO, RIO, SGML, RIO, VALE, BHP, OM, NGT, FRU Best, Doc Jones  BOOK:  Mining Economics Explained by Craig Hutton Mineral Exploration and Mining Essentials by Robert Stevens Mining Explain...

MAGNA MINING CEO Jason Jessup on the transformation of the company, Macro views on Ni and why I believe NICU is best way to invest in Nickel for 2023 21.12.2022

MAGNA MINING WHO? Magna Mining NICU.V MGMNF recently completed a transformational acquisition of it's 2nd nickel project in the tier 1 jurisdiction Sudbury, The Crean Hill Mine shocked the market with a large robust 43-101 of indicated resources of 16.8mt @ 1.08% NiEq Open pit, 14.5mt @ 2.07% NiEq that complements the FS completed, low cap ex. Shakespeare Project with +20mt of indicated open pit r...

Update with NG ENERGY Colombia's newest Natural Gas Producer 12.09.2022

After multiple delays in 2021 the company is executing on both their exploration plans and has transitioned into a cash-flowing producer.  Over the next 12 months the company production profile should evolve dramatically.  Recent press release regarding first well at Sinu 9: https://ceo.ca/@newswire/ng-energy-announces-reserves-and-resources-results https://ceo.ca/@newswire/update-in-mag...

Update from Robert Wares CEO Osisko Metals Inc. OM.V Copper/Zinc Developer in Canada 11.08.2022

OM.V 4 Aug 2022, 08:19 Osisko Metals Reports First Infill Drill Results at Gaspé Copper Highlights include: Of the sixteen drill holes reported below, fourteen extended disseminated/stockwork copper-silver mineralization outside the current pit-constrained resource model, including up to 170 metres in drill hole 30-0991 below the currently designed pit floor. All fourteen holes ended in mineraliza...

Doc Jones gets an update from Jason Kosec CEO MPM.V 25.05.2022

-Details of Capital allocation plan for the $15 Million Bought Deal recently announced:  https://ceo.ca/@nasdaq/millennial-announces-15-million-bought-deal-public -Site tour observations -analysis of recent drill results at Mt. View  Highlights: Drillhole MVCD-0024 returned an intercept of 1.48 g/t Au over 185.5m (mixed oxide-fresh material) including a high-grade intercept of 3.99 g/t A...

UPDATE with Mike Bandrowski, President & CEO of Big Ridge Gold BRAU.V ALVLF 13.04.2022

I catch up with Mike now that BRAU has released their first ever drill result from the HOPE BROOKE gold project (1 million oz) in NFL. Lots of news flow coming... "Today's drill results southwest and along strike of the Hope Brook open pit confirm near-surface mineralization remains open for potential resource growth, and the copper mineralization, that is being reported for the first time, illust...

Osisko Metals $OM.V Bob Wares chats with Doc Jones about the transformative GASPE COPPER option agreement with Glencore 12.04.2022

OM.V has BILLIONS of pounds of ZINC and LEAD and now COPPER. OM deal with Glencore, one of the worlds largest mining companies is a real game changer, it gives them a partner with deep pockets and access to Smelter Capacity that few Jr. will ever hope to have.  This locks for me the potential of both the Pine Point and Gaspe Projects to become producing mines in the future. GASPE -Glencore be...

BANYAN GOLD (BYN.V BYAGF) Chat with CEO TARA CHRISTIE 28.03.2022

https://www.banyangold.com/site/assets/files/4671/banyan_corporate_presentation.pdf Margins, margins, margins. Tara is one of the top CEO is the sector. Period.  The company is driving towards defining well over 3 million ozs of high quality, high-margin oxide gold resources at their AurMac land package in the Yukon, Canada. Key Points -Resource of over 900k ozs defined in may 2020 since...

Update with Millennial Precious Metals MPM.V MLPMF 16.03.2022

CEO Jason Kosec covers the recent drill assays that have consistently outperformed grade in resource model, extended mineralization beyond the pit shell and infilled gaps in the resource model.  What is a "CUT OFF GRADE?" and why it's important? Geological model and economics, why do margins matter and how resilient are MPM projected margins in various gold prices. UPDATED PRESENTATION includ...

Doc Jones speaks with CEO Bryan Slusarchuk, ZAC.V ZCTSF about the transformative acquisition of the high grade, high margin advanced stage gold project in Mexico from Alamos Gold. 10.03.2022

Company over-view plus details on both projects including the upside and economics of the acquired Esperanze Project -1.1 million oxide gold ozs in the M&I category that are modelled prior by Alamos to have a AISC of $750/oz -extremely low cap ex $130-$150 million to produce 100k-120k per year -explorartion upside A lot of great info to consider prior to investing. Enjoy, ABOUT ME: I’m a PRIVA...

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