Junior Resource Investing

JRI
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Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no b******t work to help retail investors connect with and learn from industry insiders. I believe in honesty, integrity, and strong research.

  1. 6H AGO

    Vancouver 2026 CEO Interviews: Allied Critical Metals is on the verge of production.

    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 continuing to absolutely rip. This one checks a lot of boxes. Time Stamps 00:30 Intro and Incoming Milestones 03:30 Tungsten Market Update 04:45 Biggest hurdle ACM needs to clear to drive further rerating? Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    7 min

  2. 1D AGO

    CA VRIC & Round-Up 2026 CEO Interviews: Tocvan Ventures is Just Months Away from Pilot Production

    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 for new discoveries. The hurdle for economic viability in their corner of the world is remkarbly low, meaning that even modest discovery success can result in outsized economic potential. And with pilot production due this year - trenching and construction for the heap leach project has begun - Tocvan is in a position to prove the viability of its plan in the very short term with gold having seemingly built $5000 spot as its new base of support. Time Stamps 00:20 Intro to Tocvan Ventures & 2025 Recap 03:00 2026 Preview Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    6 min

  3. 1D AGO

    VRIC & AME Round-Up 2026 CEO Interview Series: White Gold Poised for An Exceptional 2026

    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 large drill campaign, updated resource, PEA, spinout, and additional critical metals exploration on tap or 2026, White Gold holds its fate in its own hands to drive further growth in 2026. And with an expert technical team, and strong financial and strategic backing, that’s a pretty good place to be. Time Stamps 00:30 CEO Intro Pitch for White Gold 03:10 Recap 2025 06:30 2026 Milestones to Come Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner. Ask

    9 min

  4. FEB 13

    Discovery Drilling on Tier One Ground Has Begun: Cosa Resources

    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-ready targets at Cosa’s disposal, Cosa has multiple shots at glory. This is one of my top (especially pre-discovery) plays. And with Uranium looking like it wants to break out, the time, the timing couldn’t be better. Time Stamps 00:45 Keith Overview of News 02:00 Discussion about Darby 06:30 Personal favourite? 08:30 Murphy Lake North targets 10:30 Rate of Drilling? 12:30 Discussion around company cash position. Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    16 min

  5. JAN 27

    Thesis Gold CEO Ewan Webster Answers Investor Questions As Gold & Silver Continue Their Historic Run

    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 followers. I’m in Vancouver for conference season, and having listened to a presentation by Thesis on its continuing geological potential, my excitement for this story got renewed all over again. Time Stamps 01:00 Ewan’s Discussion of Steve Zone Results 06:30 What’s left to be reported from 2025 09:30 Favourite undrilled targets of yours? 15:00 Environmental Assessment Update 18:30 Centerra’s Kemess Expansion PEA 25:00 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies.  We are not registered investment advisors.  It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest.  Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest.  I work hard to be independent, objective, and selective, but you should be critical of my work.  JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    29 min

  6. JAN 27

    Contango Ore & Dolly Varden Merge to Create a New North American Gold-Silver Leader

    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 my first favourites - Dolly Varden Silver - to form a company poised in the coming few years to become one of the dominant North America-only precious metals producers. CTGO.NYSE CEO Rick Van Nieuwenhuyse and DVS.NYSE CEO Shawn Khunkhun join me to discuss this merger of equals, how it came about, and its significance. Link to companion article: https://juniorresourceinvesting.subst... Time Stamps 01:30 Intro to the Deal 06:00 How did this plan come about? 10:00 Rick: Why Kitsault Valley specifically? 14:00 Shawn – Why no premium? 17:30 Has there been any pushback or concerns? 21:30 Potential for a weakened float as you blend bases? 28:15 Does BC as a jurisdiction align with your DSO model? 33:00 Is this it for M&A? 37:30 Plans for dual-listing TSX/NYSE – advantages or disadvantages of one over the other? 41:30 What news can we expect prior to March 2026 formal merger? 44:00 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    45 min

  7. JAN 27

    Tocvan Ventures: Maiden Drill Program, Warrants Exercised & Timeline Risk

    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 and managing cost. Time Stamps 00:10 Starting Off 05:00 Warrants and Cash Update 09:30 Significance of Sorbie Bornholm Deal 12:30 Conversation about Slipping Timelines 16:45 Final Thoughts/Pilot Update Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    20 min

  8. 12/01/2025

    Thesis Gold Just Released its PFS with Exceptional Economics and has Room to Run

    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 full well just how much blue sky potential this gold run has created for top-tier gold stories. I sit down with Ewan to dig in past the headline numbers, discussing the mine plan and its underlying assumptions, Thesis’ decision-making processes, their engineering firm, and future strategies. Time Stamps 00:30 Ewan’s Intro to the PFS 03:00 Ausenco as lead for PFS 05:00 Was high gold price primary motivator behind the adjustments (bigger, lower grade) 07:00 4.5m oz in the resource and 3.2m oz in reserves – where are those ounces gone? 09:00 Is the next step for Thesis increasing scale? 12:30 Costs - $46.49/tonne 17:00 FS Discussion – When, how much cost? 22:00 What drilling will you conduct next year. 24:00 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

    26 min
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About

Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no b******t work to help retail investors connect with and learn from industry insiders. I believe in honesty, integrity, and strong research.

Information

  • Creator
    JRI
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    Junior Resource Investing