Junior Resource Investing

Companion Article and Summary at: https://open.substack.com/pub/juniorr... I have on Cassiar Gold Corp for the first time. If you’ve been active in this space the past few years, there’s a good chance you have come across this one. They burst onto the scene with new management and a new land package just in time for the mini-bull run from 3 or so years ago. However, like many in the junior explore...

Back with Colin Padget and Founders Metals. It has only been a couple months since our last sit down, but the news flow Founders has put out since justifies another catch-up chat. Here, Colin fills me in on their new board appointment (one Chris Taylor), the recent $20m bought deal and $12+m strategic investment, & the requisite drill update/upcoming catalysts drill talk. Time Stamps 01:30 Chr...

Link to Companion Article: https://open.substack.com/pub/juniorr... Building off my previous conversation with CEO Mike Stark, this news update from Arizona Gold discusses how they opened a $3 million financing on Sept. 18 and closed it for $4.6 million on Oct. 3, with Sprott and Rick Rule along for the ride. That impressive show of market interest now gives Arizona an enviable amount of runway to...

Companion Article and Written Summary: https://juniorresourceinvesting.subst... Prismo Metals have officially begun drilling their Palos Verdes project immediately adjacent to Vizsla Silver’s Panuco project. With 3000 meters budgeted, this drill campaign will test the property at depth and along strike in ways it has never been before. Success with this campaign will very materially grow any futur...

Join the Community at:   / discord   Companion Article and Summary at: https://juniorresourceinvesting.subst... Published Sept. 21, 2024 Thesis Gold (TAU.V) has had a pretty good run over the past month or so since my site visit, rising some 60% from 60 cents to $0.95. Obviously someone has caught wind of the deep value imbalance that was (and still is, though not quite so extreme) here. A big par...

Overview AbraSilver (ABRA.V) is a well-known name in this industry, and for good reason. It’s Diablillos project is big, high-grade, and full of potential. For some companies, an annual update might be enough to stay up to date. Not so with Abra. CEO John Miniotis fills me in on the many different important pieces of news Abra has released since we last spoke, such as a PFS, a share rollback, a de...

Link to Companion Article: https://juniorresourceinvesting.subst... Sometimes, timing is everything. Arizona's Philadelphia Property is a gold and silver vein/disseminated target located in Arizona in the Oatman Mining District (which historically produced over 2 million ounces of high-grade vein gold). Under Mike Stark as CEO, AZS has continued to efficiently and effectively advance a meaningful,...

CEO Alain Lambert and President Steve Robinson join me to discuss their company Prismo Metals. Prismo had been advancing a high-grade silver+gold system in Mexico but have pivoted in the last couple of years to advance their new Hot Breccia property in Arizona's prolific copper belt. Next door to the long-lasting Christmas mine, Prismo's thesis is pretty simple - they know there are more rocks lik...

Written Summary and Companion Article: https://juniorresourceinvesting.subst... Tocvan Ventures is drilling again, ready to continue to rapidly advance its Pilar project to production. CEO Brodie Sutherland stopped by again for a drill campaign update and to touch on other recent news releases. Met work, the expanded land package, Mexico as a jurisdiction, neighbouring analogues, and the drill cam...

CEO Claudia Tornquist and Chair Chris Taylor join me once again to talk recent news from their company Kodiak Copper. Kodiak continues to eat their elephant one bite at a time as they progress their massive MPD porphyry project in southern BC. We discuss 2023 results and the impact of VRIFY's powerful new tool to be used in 2024, wherein Kodiak will use AI to help collect, collate, and analyzing t...

Sendero Resources (SEND.V) released 3 more holes from its La Ollita target today. The results were not barn burners, but were still successful, particularly as part of a first drill campaign, as they delineated hundreds of meters of economic (at scale) mineralisation. Nevertheless, the market was unimpressed and SEND.V is now off its recent highs considerably. MD Michael Wood joins me again to dis...

Thesis Gold (TAU.V) CEO Ewan Webster returns to discuss the final results from their 18,000 meter 2023 drill campaign at their 100% owned Ranch project in the Toodoggone region of BC. There was a lot of success to be found this year - areas of long intercepts of high grade gold buried within even longer intercepts of disseminated mineralization. With a new, universal, MRE just a few weeks away, an...

Sendero Resources (SEND.V) released the first batch of results from its Peñas Negras project today (April 3, 2024). The headline is the discovery they are currently working to uncover at their La Ollita target, that came up with Au+Cu+Mo to the tune of 0.53 gpt AuEq over 256 meters starting from 83 meters down. While the grade isn't going to turn any heads, for a first hole into a target, this see...

Invictus - despite objective success in unlocking its Cabora Bassa basin - wallows near 52 week lows. MD Scott Macmillan joins me once again to try to reconcile what Invictus has accomplished with its current market valuations. Updates on financings (past, present, and future), the PPSA, flow testing and 2024 exploration all made it into this long, 2 hour chat. Scott's conviction remains firm that...

Time Stamps below. Companion Article and Written Summary: Managing Director of iTech Michael Schwarz joins me today to provide an update on iTech's Lacroma Project. The project hit a rough spot a few months back with some questionable drill results as graphite sentiment bottomed out. However, as Mike demonstrates, iTech has found success enough to overcome those weaker results, and that their init...

Overview I sat down with base metals analyst Connor Mackay of Pi Financial to discuss @fireweedmetals . Connor covers Fireweed and I took this opportunity to pick his brain and have him show his work a little bit on the process and logic behind his work. Fireweed is a best-in-class asset that, because of this status, makes it a bit of a trick to properly place a dollar value on as it is without a...

Substack Written Summary and Companion Article: https://juniorresourceinvesting.subst... Recent drill results out of Founders Upper Antino project have served to redefine the potential of it. Strong drill results have become the norm for Founders, and these last few batches of results are no different. But it is not so much what has been found, but where, that is so critical to how this story is (...

Chris Taylor (Chairman Kodiak Copper, former CEO of Great Bear Resources) recently joined me to discuss BC's newly-released critical mineral strategy in a long-form interview meant to help investors themselves make sense of these incoming changes. Ever articulate and unafraid to express his opinions, Chris makes for a great interview and has ideas worth listening to. Chris discusses in detail his...

Founders Metals (FDR.V) is already a heck of a story and is just going to keep getting bigger. Honestly, that’s it in a single sentence. Of course, CEO Colin Padget and I talked about a lot more than that in our longform intro interview - historical mining, modern exploration success, permitting, mining tailings, future plans, and much more - but all roads lead back to Rome here. Which is to say t...

(Reuploaded with improved audio) Make sure to use the time stamps below to navigate this longform interview. @tocvanventures New Resource Exploration Discord: https://discord.gg/X9mmUMtU Written Summary and Companion Article: This is a good one. TOCVAN is pursuing an aggressive growth strategy to get to production within a couple years. Very cheap exploration looks to be leading to very cheap prod...

 @AlaskaEnergyMetals  New Resource Exploration Discord: https://discord.gg/X9mmUMtU CEO Greg Beischer of AEMC.V sat down with me again to discuss some of the headlines his company has produced since we last spoke, including impressive drill results and initial MRE, an interesting BoD appointment, and the activity of their neighbours. We close into a bit of a deep dive into their side project the C...

My first sit down with CEO Martin Turenne of FPX was a busy one. The morning of our interview, news came out that FPX had acquired another strategic partner, bringing on Japanese company Sumitomo in another major derisking event for the company. Designed with the idea in mind that FPX is already well known, topics were more involved than your typical introductory company interview. The wide-rangin...

Fathom Nickel is just 2 weeks out from spudding its hotly-anticipated 2024 winter exploration campaign at its Albert Lake property in northern Saskatchewan. For the first time, they will be drilling out their primary target (permitting issues - simple and solved - had prevented it previously). The size of this first target is truly massive and would transform the company as we know it if successfu...

Time Stamps Below Thesis Gold (TAU.V) CEO Ewan Webster and COO Ian Harris join me to discuss the final results of their 20,000 meter drill campaign at Lawyers in 2023. Lawyers has a preexisting PEA from merged Benchmark Metals and Thesis is looking to improve the economics of it by adding a starter underground mine. Ewan and Ian to discuss how this was confirmed - or not - by 2023, how the project...

Time Stamps Below Companion Article and Interview Written Summary: https://juniorresourceinvesting.subst... Join the community:   / discord     I sat down with Fireweed Metals (FWZ.V) CEO Brandon Macdonald for a far-reaching discussion on Thursday, December 22. Building off implied general knowledge of Fireweed, the focus of this conversation was not so much meant to be an overview of the company...