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

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

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

  1. SEPT 20

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

    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

    47 min

  2. AUG 20

    Discovery on both IBW and NT with new $21 million credit facility in place, Govt support & AZN

    Update with David Gower CEO Emerita Resources EMO.V, EMOTF Topics covered: New cu/au high- grade discovery on El Cura within IBW project, $21 million credit facility by Nebari Resources Fund, discovery of gold and silver rich Gossan on NT package next to Rio Tinto mine, Granting of DSI distinction of strategic importance by the government of Spain on IBW, update and facts on coming Criminal trial for Aznalcollar Package which holds over $25 billion in high grade resources. Reference https://ceo.ca/@GlobeNewswire/emerita-discovers-new-gold-silver-rich-gossans-at-its https://ceo.ca/@GlobeNewswire/emerita-resources-announces-loan-financing-with-nebari https://ceo.ca/@GlobeNewswire/emerita-intersects-114m-of-massive-sulfide-grading https://ceo.ca/@GlobeNewswire/emeritas-iberian-belt-west-project-ibw-has-been https://x.com/drjimjonesceo/status/1824892917502087362?s=46&t=k3zzq9NGvHioMmUWtRBWIg https://x.com/drjimjonesceo/status/1806782561349407163?s=46&t=k3zzq9NGvHioMmUWtRBWIg

    32 min

  3. AUG 2

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

    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.

    32 min

  4. JUL 4

    As the clock ticks down to Aznalcollar, Emerita Resources update on EL CURA discovery with CEO. David Gower

    With the Aznalcollar court date now under 8 months away, the company continue to driver value act it's 100% owned, zero royalty IBW project. Recently news: Emerita Intersects 11.4m of Massive Sulfide at El Cura, Extending the Mineral Deposit 60m Down Dip https://ceo.ca/@GlobeNewswire/emerita-intersects-114m-of-massive-sulfide-at-el-cura .@EmeritaRes $emo.v $emotf El Cura shaping up to be a meaningful discovery. Info to go with Podcast .@EmeritaRes @EmeritaEspana $emo.v $emotf Court document from 2016 outlining all the irregularities and potential crimes in the awarding of Aznalcollar tender. https://cdn-ceo-ca.s3.amazonaws.com/1j7tvc0-Emerita.pdf Upgrading of crimes and number charged https://emeritaresources.com/news-and-media/news-releases/emerita-provides-update-on-new-developments-in-aznalcollar-court-proceedings-spain Court date https://emeritaresources.com/news-and-media/news-releases/court-date-has-been-scheduled-for-aznalcxf3llar-criminal-trial Resources on AZN https://ceo.ca/emo?3d3f5326a6f3. https://ceo.ca/emo?da9d2f00a830 List of defendants https://ceo.ca/@drjimjones?618951dabdd5 Info on new mining laws in Spain supporting mining and creation of a +$3 billion fund to support projects in Iberian Pyrite Belt: https://www.emeritaresources.com/news-and-media/news-releases/emerita-mobilizing-for-diamond-drill-program-at-iberia-belt-west-provides-update-on-new-mining-regulations-and-european-union-incentives-for-andalucia-region

    39 min

  5. MAY 9

    Update from $NICN on high grade results and more.

    Recent drill results highlight expansion of the Wine Gabbro high grade Ni, Cu, PGM zones as well as a new high grade zone discovered close to surface. Interestingly it seems the two zones maybe converging at depth into 1 large zone. https://ceo.ca/@newswire/nican-announces-initial-set-of-assays-from-2024-drilling Diamond drill hole Wine 24-1A, drilled to test down plunge of the Main Zone (Table 1 and Figure 2), intersected several zones of mineralization including:  Diamond drill hole Wine 24-2 intersected 28.05 meters averaging 1.25% Cu, 0.59% Ni (0.94% NiEq), the deepest and most southerly intersection at the Wine Occurrence to date. Best, Doc Jones, shareholder of NICN

    23 min

  6. MAY 2

    Abitibi Metals update $AMQ $AMQFF

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

    31 min

  7. FEB 28

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

    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 morning: https://ceo.ca/@newsfile/intrepid-metals-completes-first-4-drill-holes-at-corral "We are getting great recovery and we have extended two of our holes beyond the planned depth based on visual inspection of the core." "Intrepid Metals is a multi asset company focused on high-grade copper, silver and zinc projects in proximity to established mining jurisdictions in south-eastern Arizona, USA. The Company has acquired several drill ready projects, including the Corral Copper Project (a district scale advanced exploration and development opportunity), and the Tombstone South Project (within the historical Tombstone mining district and shares geological similarities to South 32’s Taylor Deposit) both of which are located in Cochise County, Arizona and the Mesa Well Project located in the Laramide Copper Porphyry Belt in Arizona. Intrepid has assembled an exceptional team with considerable experience with exploration, developing, and permitting new projects within North America. Intrepid is traded on the TSX Venture Exchange (TSX-V) under the symbol “INTR” and on the OTCQB Venture Market under the symbol “IMTCF”. Corral Copper Project advanced stage, 100% controlled copper project in Arizona Over 50,000m of historical drilling has been completed within the district, with near surface mineralization of copper, silver, zinc and gold, including 126.2 metres of 1.24% copper Robust land package of over 9,600 acres (15 square miles) of mineral rights including over 1,800 acres of Patented mining claims and surface rights Not investment advice, for educational purposes only. I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas). I am completely independent. My only client is me. No one pays me, I don't sell subscriptions or offer sponsorship deals or special access to my trading info. Anything I write is done free. My money where my due diligence is and I explain why.I employ common sense, Fundamental, bottom-up analysis that incorporates but not limited to: currency exchange rates, cost of labor, raw materials cost, geology, Metallurgy, cost of capital, infrastructure, macro influencing factors, capital discipline by management, etc. If the data changes (company, sector or macroeconomic environment) then I do, no emotion about it, let the data guide your investments.Twitter: https://twitter.com/drjimjonesceoPodcast channel:https://podcasts.apple.com/ca/podcast/due-diligence-by-doc-jones-resource-investor-hunting/id1568221675Research, research, research. I run a highly concentrated and due diligence focused portfolio. If you want to invest along side me, it’s your money, your responsibility, buy and sell for your own reasons not mine. It’s your money.The best investment you can make is in your own education.I am driven by the hunt for value and truth. This is my passion in life. I’m a big research nerd. Always double-check and only trust the numbers that you have vetted. Commit to memory: “NOT all ozs, pounds & barrels in the ground are created equal” understanding this basic principle will increase your wealth and your ability to sleep at night...Best,Doc Jones

    35 min

  8. FEB 27

    NICAN Ltd CEO Brad Humphrey $NICN bought deal, Multiple Mineralized Zones, Including 2.32% NiEq over 31.5 Meters

    The hole that put them on the map recently: https://ceo.ca/@newswire/nicans-drilling-at-the-wine-project-manitoba-canada NiCAN's Drilling at the Wine Project, Manitoba, Canada Intersects Multiple Mineralized Zones, Including 2.32% NiEq over 31.5 Meters      TORONTO, Jan. 31, 2024 /CNW/ - NiCAN Limited ("NiCAN" or the "Company") (TSXV: NICN) is pleased to report assay results from its Phase III drilling program on the Wine Property located in the Snow Lake area, Manitoba, Canada (Figure 4). This program expanded several mineralized zones at the Wine Occurrence, including an upper zone that appears to be eastward dipping, and advanced our understanding of the overall Wine Gabbro. Diamond drill hole Wine 23-29 intersected multiple zones of mineralization including,  31.5 meters averaging 1.90% Cu and 1.92% Ni (2.31% NiEq) (Table 1 and Figure 1) - the longest zone of continuous mineralization intersected to date, and also an Upper Zone averaging 2.20% Cu and 1.56% Ni (2.11% NiEq) over 9.6 meters (Table 2 and Figure 2) The Bought Deal: https://ceo.ca/@globenewswire/nican-announces-closing-of-bought-deal-private-placement Presentation: https://www.nicanltd.com/_resources/presentations/corporate-presentation.pdf?20240227

    31 min
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Ratings & Reviews

5
out of 5
13 Ratings

About

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

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