Junior Resource Investing

Link to companion article: https://juniorresourceinvesting.subst... Time Stamps 01:45 Ian’s Intro 06:50 Compare to Thompson more directly 11:05 VTEM and Geophysical Work Now 16:30 How do you balance new model and old targets 19:30 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered perso...

​ ‪@contangosilverandgold‬ `Summary and Time Stamps Below Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to help me demonstrate following I can bring to their story: https://contango-ore-to-merge-with-do... Link to companion article: https://juniorresourceinvesting.subst... Another update from Contango Silver & Gold. The merger with Dolly Vard...

‪ @CosaResources‬ Support my work by clicking here to subscribe to Cosa's newsletter: https://cosaresources.ca/contact/subs... Link to Companion Article: This one is in a very exciting spot. With initial results now released, Cosa Resources (COSA.V) finds itself potentially on the verge of another major discovery. On a single N-S section on its Murphy Lake North project, Cosa has pulled up all the...

Link to Written Companion Work: https://juniorresourceinvesting.subst... Thesis Gold & Silver continues to put out major headlines and CEO Ewan Webster joined me for some additional insight on some recent news. First, a major development with Anglo Gold Ashanti taking up a 5% stake in Thesis, signaling pretty clearly the caliber of project Lawyers Ranch is. But Thesis also generated some excit...

Time Stamps Below Link to companion article: https://juniorresourceinvesting.subst... My latest sit-down with Founders Metals (FDR.V) CEO Colin Padget. Founders is now exploring and upgrading its recently-acquired lands and building up a new, exciting, suite of drill targets that rival the best of their original package that drove their original run from $0.30 to $6.00. With heavy news flow contin...

Time Stamps Below. ‪@senderoresources‬ https://juniorresourceinvesting.subst... This is one I followed a couple years back. Ticker SEND.V. It rocketed on speculation in the lead-up in early 2024, but then crashed up against outsized expectations despite a couple quite respectable holes. And yeah, I took the L, as they say, a bit with it. Even with a 70% peak from my first call, the 90% crash after...

Time Stamps Below. Link to Companion Article: https://juniorresourceinvesting.substack.com/publish/post/192036186?r=25pwww&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true VPEX Vitor Arezes of ACM.CN sat with me off-campus during this past PDAC and lifted the curtain on Allied's key advantages and why he believes people still don't fully get what's going on with tungsten. Time...

Link to Companion Article: https://juniorresourceinvesting.subst... Grinding through the last of my on-site Year in Preview/Review series from Vancouver (to turn around and get Toronto out right after, natch), here’s an update from Ian Fraser, CEO of Fathom Nickel (FNI.CN). Fathom remains the kind of company we should be cheering for to succeed in this sector - strong exploratory science and trust...

Longstanding JRI company Fathom Nickel is drilling again. The nickel market was extremely tough for years right up until it wasn’t this past winter, and that sudden change in sentiment let Fathom raise some $4 million to at last get back to drilling. Now, CEO Ian Fraser sits down with me to go over the drill campaign at their Gochager Lake nickel-cobalt project, as well as other company news. Time...

Support my work by clicking here to subscribe to Cosa's newsletter: https://cosaresources.ca/contact/subs... Link to Companion Article: https://juniorresourceinvesting.subst... Another Vancouver Conference Quick Hit, this one featuring CEO Keith Bodnarchuk and Cosa Resources (COSA.V). Cosa is drilling right now on multiple high impact drill properties acquired courtesy of its JV with Uranium multi...

Summary and Time Stamps Below Link to companion article: https://juniorresourceinvesting.subst... Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to help me demonstrate following I can bring to their story: https://why-invest-in-contango.com/ CTGO CEO Rick Van Nieuwenhuyse joins me during Vancouver conferences to talk through Contango’s 2025 in rev...

Link to Companion Article: https://juniorresourceinvesting.subst... Here’s one I’m tapping as a 2026 favourite. Tungsten is on a wild run with no end in sight yet, and Allied Critical Metals (ACM.CN) looks to be producing tungsten by the end of the year. Strong government support, last financing done without warrants, cheap to explore, cheap to produce, and near-term production with tungsten conti...

The second of my Vancouver conference season CEO interviews. This one comes from long-time key pick Tocvan Ventures, as CEO Brodie Sutherland met with me for a chat on the first day of VRIC. Tocvan remains in the catbird’s seat with their Gran Pilar gold-silver project in Sonora, Mexico. A strong, up to 20,000m, drill program is planned this year to expand the known, unofficial, resource and probe...

Link to Companion Article: https://juniorresourceinvesting.subst... The first of a collection of CEO interviews I’ll be releasing from my time in Vancouver for conference season during the end of January. This one comes from a new story to JRI - Yukon-based White Gold (WGO.V). White Gold is advancing its eponymously-named flagship project which now hosts 3 million ounces of 1.5+ g/t gold. With a l...

Support my work by clicking here to subscribe to Cosa's newsletter: https://cosaresources.ca/contact/subs... Link to Companion Article: https://juniorresourceinvesting.subst... Cosa Resources (COSA.V) has officially spud on the first of two drill campaigns this winter targeting their Darby and Murphy Lake North projects, held in a 70:30 JV with Denison Mines. With multiple high-quality, drill-read...

Timestamps Below  @thesisgold1473   Link to Written Companion Work: After starting 2025 hovering around the 55 cent range, Thesis continues its massive tear, pushing all the way up to and past $3.00 here now.  And the merits of Thesis’ Lawyers-Ranch project make this sharp rerating well-deserved. The format this time is an investor-based Q&A, with all questions sourced from ceo.ca users or my...

Summary and Time Stamps Below Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to help me demonstrate following I can bring to their story: https://contango-ore-to-merge-with-do... Intro Big news out of the sector from two companies I have covered closely at one point or another. One of my current favourites - Contango Ore - is merging with one of m...

Time Stamps Below Companion Article: https://juniorresourceinvesting.subst... A grab bag update from Tocvan CEO Brodie Sutherland. Tocvan has officially begun the first-ever drill campaign on its North Block and trenching for pilot plant production is imminent at its South Block. As well, Brodie provides an update on warrant exercises, and we discuss the challenge of balancing meeting timelines an...

Thesis Gold continues to confirm itself as one of North America’s most impressive gold-silver development plays. With today’s (Dec. 1) release of their PFS, Thesis has become even more impressive, demonstrating how powerful their Lawyers-Ranch project is amidst record gold prices. The boilerplate economics are fantastic (and were built using $2900 spot with gold well above $4000) demonstrating ful...

Link to Companion Article: https://juniorresourceinvesting.subst... Cosa continues to grow into one of my favourite stories. This is due in large part to the fact that they’ve continually modeled what I see as pre-exploration best practice - demonstrating both clear commitment and ability to making (another) major uranium discovery. With a whole host of news released in the preceding weeks - a new...

Time Stamps Below ‪@FathomNickel‬ Link to Companion Article: https://juniorresourceinvesting.subst... The second and final interview out of my time in Calgary. This one with Fathom Nickel (FNI.CN) CEO Ian Fraser. Ian catches me up on progress at their Gochager Lake nickel+ project with some pretty compelling above ground work that 1. Has opened up a trend of at least 3.5km of favourable (mineralis...

Link to companion article: https://juniorresourceinvesting.subst... Founders Metals keeps on building a world-leading gold discovery play. After a huge run of drill-led success, Founders has landed two major pieces the last week or two that look to fuel the next run of value creation for them: 1. A major increase in their land holdings (including significant alluvial mining and many similar traits...

​ @tocvanventures Time Stamps Below I took the trip down the #1 highway to Calgary a couple weeks back for some sit downs with a few clients and industry members. Below is one of those sit downs, an interview recorded with CEO Brodie Sutherland of Tocvan Ventures. Good news continues to flow out of Tocvan’s Gran Pilar gold project in Sonora, Mexico - newly-discovered zones, historical workings, po...

​ ‪@contangoore9949‬ Summary and Time Stamps Below Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to show CTGO the following I can bring to their story: https://why-invest-in-contango.com/ Link to companion article: https://juniorresourceinvesting.subst... Here’s an October update from Contango Ore (CTGO.NYSE). Contango continues to produce high-g...

Timestamps Below ‪@thesisgold1473‬ Link to Written Companion Work: https://open.substack.com/pub/juniorr... Thesis Gold’s significant upward movement this year (+236% ytd) still hasn’t brought it to fair value by my estimation, as I demonstrated in my recent infographic. With the first 3 holes now back from the ongoing 2025 drill campaign, including a headline hole of 89.3m of 1.1 g/t Au (and endi...