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

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Update with Cassiar Gold GLDC.V CGLCF 23.02.2022

-Update with Marco and Vern for 2022 three rig +2000m drill program -Sheep Creep update now 100% owned -Capital Structure  -Catalyst near-term with 4000m from Cassiar South (high grade) yet to report due to lab delays https://cassiargold.com Past Due Diligence Reports by Doc https://ceo.ca/@Drjimjones/heading-to-2-million-ozs-at-taurus-doc-jones-cassiar-gold-update https://ceo.ca/@Drjimjones/...

Update with Simon Ridgway of Volcanic Gold VG.V VLMZF 22.02.2022

-Update after the last drill results that confirmed continuity of high grade -Back of napkin resource est.  -Plans for a Resource Est this year -Solid treasury -Motaqua Norte 20-25 km of gold found in float and subgroup samples, awaiting final granting of concession -The bottom line here is the boiling zone thesis is being proved up. Recent news  "February 16, 2022 – TheNewswire - Vancou...

Petrus Resources CEO Ken Gray fireside chat with Doc Jones PRQ.TO PTRUF 25.01.2022

I recently added Petrus to my Focused Portfolio because I think it offered the best upside amongst it's peers. Solid management, high margins, growth, tightly held, etc, etc -Petrus will be growing production from currently 6000 boe/d to over 9000 boe/d in 2022 -They are unhedged going in to Q2 which means they will capture 100% of the current spot prices -Their Ferrier Land package 70k acres, con...

2022 Focused Portfolio Review -DOC JONES 06.01.2022

NOTE: This is a broad overview of the catalyst for each company, see Due Diligence Reports for detailed analysis.  -Focused Portfolio 2020-2021 total 2 yr return 5600%, no margin, no shorting, employing Thesis construction using math, earth science, financial analysis, data correlation and patience. I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career man...

$GLDC.V $CGLCF Cassiar Gold's CEO Marco Roque fire side chat with Doc Jones 17.12.2021

Where to begin... incredible potential and downside hedged by the defined 43-101 resources +1 million ozs done at $1300 gold (approx 1.7 million ozs unofficially with the 2020 & 2021 drilling that outperformed) at Cassiar North plus 70 k ozs at Cassiar South at 20g/t and growing, a permitted mill, roads, water, power etc AND a second dominant land package with +700K ozs of historical productio...

Doc Jones chats with Jason Kosec of MPM.V 4-5X in 18 months MILLENNIAL PRECIOUS METALS 19.11.2021

Jason is one of the best CEO in the industry period.  "Jason Kosec CEO, President, Director . Jason has nearly ten years of experience in all facets of mineral exploration, mine development, investor relations and finance. Upon completing his undergraduate degree in Geology at Western University and a Masters in Earth and Energy Resources at Queens University, Jason worked as a Project Geolog...

THE TITAN EMERITA RESOURCES IS UNBOUND, Doc Jones talks with David Gower 12.11.2021

Where to begin, it going to get real big, real fast with 5 rigs running and AZNALCOLLAR is going to cross the finish line.  I have a long and comprehensive talk with CEO DAVID GOWER about the resource growth and potential of Emo's dominant land position in the Iberian Pyrite Belt in Spain, dispels the "Fake News" floating around this week, dig into the Aznalcollar Legal case where now 6 Super...

PRICING OF $7-$7.50 natural gas from MARIA, GASX.V UPDATE WITH NG ENERGY SERAFINO IACONO 11.11.2021

-Updated timelines -Pricing of $7-$7.50 / Mc from Maria wells on line in next few weeks, 40% higher then prior modelling -Ebitda just from 2 wells at Maria = $36 USD million Annually -3rd well at Maria in the Spring of 2022 adds 10 million of gas a day - +350 feet of pay over 5 zones at Sinu 9 and much more excellent information. I am a shareholders and have not been paid by anyone to produce my d...

Update with Volcanic Gold CEO Simon Ridgway 25.10.2021

I catch-up with Simon Ridgway after the successful drill program on the Holly target Recent news release "Volcanic Gold drills 4.58m at 79.84 g/t Au and 5,053 g/t Ag, in the Southern Extension of the High Grade La Pena Vein (TheNewswire) 2021-10-19 -VG - News Release Shares issued 44,600,000 VG close - C$0.35c, W/C +$9 Million Vancouver, British Columbia - TheNewswire – Volcanic Gold Mines Inc. (T...

Colombia's Next Natural Gas Producer and It's Huge Potential For Multi-TCF Discoveries, an Interview with NG Energy's CEO Serafino Iacono 29.09.2021

I have a detailed talk with Serafino Iacono, one the worlds most successful resource investors about GASX.V (a core portfolio holding) upcoming drilling of Sinu-9 and first production at Maria Conchita. The Sinu-9 Block covers an area of 311,353 acres and is located in the north part of Colombia sharing area in Lower Magdalena and San Jacinto basins, two of the basins with the largest gas and ligh...

BIG RIDGE GOLD BRAU.V $11.4 Million in cash and a lot more coming, over 1 Million ozs as a starting point, targets of +160g/t in NewFoundLand 30.07.2021

-Mike and I chat about the companies plans now that they have over $11 million in the treasury to expand the current 1.2 million ozs deposit (using a 2g/t cut-grade, the current resource was done at $1200 Gold)  -They are cashed up for at least the next 3 years, no dilution risk -$11.4 Million in Cash plus over the next 1-3 years $8 million will come in from option payments due to BRAU and an...

Doc Jones and Simon Ridgeway discuss The Holly Project Drill Results and path the a RERATE 22.07.2021

It's early days but so far the results strengthen my original thesis. -Simon posits adding a 2nd rig to the project -Treasury currently at $10 Million -Blind vein discovered "The Amber Vein" with strong visible gold -The push towards a resource of 1 million ozs of high grade. -Volcanic Gold recent results: 14.8m @ 3.96 g/t gold and 1,097 g/t silver, including 2.2m @ 9.79 g/t gold and 2,035 g/t sil...

Listen to the Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns. podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.