Junior Resource Investing

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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 drilling as it builds towards its ...

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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 strength of Thesis and Lawyers-Ranch....

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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, orogenic gold in the Guiana Shield, lev...

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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 environment. He highlights the signi...

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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 discovery for Founders, and even more exc...

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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 orebody some 100-200m to the north...

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 ending. Rather than relying on a buy...

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 years back, and Mexican jurisdictional...

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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...

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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 hires (Dr. Evan Orovan as Chief Ge...

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 Voegeli for the first time. This one i...

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 price to return, Mark Jarvis and h...

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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 results are such a big deal to what...

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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 inaugural PEA in mid-2025. AEMC has p...

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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 explorer sector, good work has fallen on d...

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 Chris Taylor Getting Involved

6:00 B...

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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 explore its Red Hills target, the...

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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 future resource in this very high-grade...

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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 part of this no doubt was the updat...