Out of the GRND's Podcast

Out of the GRND
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Out of the GRND is the podcast for retail investors trying to make sense of the junior resource exploration sector. Each episode is a candid conversation with the people who actually know the ground: geologists, company directors, and analysts who can explain what's really going on at the projects, in the boardrooms, and across the markets. The questions retail investors want answered, asked without the usual filter. No jargon. No gatekeeping. No pretending the listener should already know how a drill programme works or what a JORC resource is. Just clear, honest conversations from people willing to share what they know. Out of the GRND also publishes detailed company reviews and plain-language guides on exploration fundamentals and risk management. Everything is free. Email subscribers get new releases 24 hours early. One thing worth repeating before you press play: junior resource exploration is a high-risk sector with sharp moves in share prices, and contributors may hold shares in companies discussed. Always do your own research. outofthegrnd.com

Episodes

  1. Jul 29

    Taylor Sulik - Mithril Mining

    Taylor Sulik started Mithril Mining without a mining background, without a geology background, and without a project. What he did have was a US Coast Guard intelligence career and a fairly methodical way of working through a problem. In late 2023 he took the USGS critical minerals list and built a scoring framework around it. Had America produced this before? Was there defence demand and commercial demand? Were there unclaimed deposits? What land status were they on? Tungsten came out on top, so he worked down a list of the largest US tungsten deposits until he reached one nobody had claimed. That was Calvert, in Montana, the highest grade historical tungsten resource in the country. It produced between 1956 and 1962 and stopped when the US government stopped buying. It was drilled again in 1966 and 1971, then largely lost to history. US Tungsten Corp held it from 2012 and planned to drill, but never did. At one point the claims ended up being offered on eBay. In this episode Taylor walks through the historic resource, 128,000 tons at 1.1% beneath the open pit with a potential 218,000 tons deeper at the same grade, plus around 20,000 tons at 0.8% near surface to the northwest. He explains the unprocessed surface material at roughly 0.2% that could fund exploration without heavy dilution, the unfunded partnership with Utah State University, the processing facility at Phillipsburg and the letter of intent with Tungsten Parts Wyoming that closes the chain from mine to offtake. There's also the pressure sitting behind all of it. Tungsten has moved from about $330/MTU to about $3,200/MTU since he started, China still accounts for 83% of global production, and the TFARS deadline of 21 January 2027 is doing a lot of quiet work in the background. He quit his full time job in May 2026. He has turned down seven and eight figure offers for the property. The aim is the first US tungsten concentrate since 2015, then dewatering the pit, then eventually handing the site back as somewhere people can use. More on the company at mithrilmining.com

  2. Jul 21

    Oliver Friesen - Guardian Metal Resources Plc

    Oliver Friesen has spent over a decade in mineral exploration, working across Canada, the United States, Australia and Africa in both technical and corporate roles. He holds a geology degree from the University of British Columbia and a master's in sedimentology from Simon Fraser University, and cut his teeth as an exploration geologist for Barrick Gold in Nevada before moving into oil and gas at ARC Resources in Calgary. He later founded his own consulting firm in Vancouver and stepped into his first CEO role at a gold explorer with assets in Idaho and British Columbia. Now he is CEO of Guardian Metal Resources, and the story behind Pilot Mountain is the one worth hearing. The US hasn't mined tungsten in over a decade, and China controls roughly 80% of world supply, squeezing it whenever it sees fit. Friesen built Guardian around that gap, taking the company through dual listings in London and New York and securing a US$6.2 million Defense Production Act investment from the Department of War to advance the Pilot Mountain pre-feasibility study. In this episode, Oliver covers what it's like being disproportionally younger than the average junior resource director and how he ended up in the role, the thinking behind his recent purchase of 20,000 shares, and whether spotting tungsten's supply problem early was insight or luck. He also breaks down what the DoW award actually changes for Guardian, how far government support extends beyond the check itself, where he wants the company positioned in five years, and what he thinks the US tungsten supply chain looks like a decade from now. A conversation with a geologist betting early on the metal everyone's about to need.  #GMET | $GMTL | #Tungsten

  3. Jun 11

    David Price - Rockfire Resources Plc

    David Price has spent four decades finding mines. His career started the day after his final exams, when Robertson Research put him on a plane to Papua New Guinea to hunt for gold from a helicopter. Since then he has drilled out some of Australia's best known deposits, built and sold gold projects in Fiji and Austria, run an explorer in China, and grown a Greek gold resource from 100,000 ounces to over a million. Now he is back in Greece as CEO of Rockfire Resources, and the story behind Molaoi is worth hearing. David found it by sorting a database of 750 European deposits by zinc grade and tonnage. Molaoi topped both. Then in 2022 he had historical core assayed for germanium, a metal China controls around 85% of, and the first samples came back at 149 g/t. In this episode, David covers the path from PNG to the Peloponnese, why time spent underground shaped how he explores, what the Greek government told him about community relations 25 years ago, and how Rockfire puts that advice into practice today. He also sets out the plan: drilling through 2026, feasibility from 2027, and long-lead studies already underway to compress the timeline. A conversation with a geologist who has seen the whole cycle, several times over.

  4. May 25

    Paul Johnson

    Tungsten, germanium, oil, biofuels, tailings. Plenty of ground covered in this one. Paul Johnson joins Out of the GRND for a wide-ranging conversation on the junior resource sector and four companies worth a closer look. Paul is the founder and former CEO of Power Metal Resources, and has spent many years working across AIM-listed mining and exploration businesses. The conversation starts with his read on the current market and where sentiment sits in critical minerals, before moving into specifics. Companies discussed: Guardian Metal Resources and the Pilot Mountain tungsten project, sitting at the intersection of US supply chain policy and critical minerals demand. Rockfire Resources and the Molaoi project, with germanium and zinc giving the story two angles. 80 Mile and a genuinely diversified setup covering the Greenland oil partnership at Jameson, the Disko project, and biofuels in Italy. Panther Metals and Winston Tailings, a low-cost, near-surface story that doesn't get the attention it probably deserves. Honourable mentions along the way for Conroy Gold and Natural Resources, Arkle Resources and First Development Resources. Whether you agree with Paul's view or not, there's enough here to sharpen your thinking on the sector. Have a listen.

  5. May 22

    Darren Hazelwood - Panther Metals Plc

    Before Darren Hazelwood was the CEO of Panther Metals, he was a retail investor. That background still shapes how he runs the company. Videos on every RNS, regular podcasts, AGM appearances where he stays around afterwards to chat with shareholders. The story he's running is one of the more compelling on AIM right now. Panther owns the historic Winston Lake site in Ontario, a former zinc mine that closed in 1998 when low prices made it uneconomic. The waste left behind is the asset. Recent vibracore work, an SRK-led Mineral Resource Estimate in progress, and a Letter of Interest from Traxys all point to a project with an indicative contained metal value north of a billion US dollars. Behind it sit Obonga, Dotted Lake with a 200-metre-plus magnesium intercept, and Wishbone's VMS potential. A CSE listing is also on the table to broaden the shareholder base. This conversation covers the lot. How the tailings became viable, what surveying a frozen Canadian lake involves in practice, what investors should make of the billion-dollar headline number, what the next six months look like for Panther, and what success means to Darren three years out. A properly substantive sit-down. Worth your time. Do your own research.

  • 5 Episodes

About

Out of the GRND is the podcast for retail investors trying to make sense of the junior resource exploration sector. Each episode is a candid conversation with the people who actually know the ground: geologists, company directors, and analysts who can explain what's really going on at the projects, in the boardrooms, and across the markets. The questions retail investors want answered, asked without the usual filter. No jargon. No gatekeeping. No pretending the listener should already know how a drill programme works or what a JORC resource is. Just clear, honest conversations from people willing to share what they know. Out of the GRND also publishes detailed company reviews and plain-language guides on exploration fundamentals and risk management. Everything is free. Email subscribers get new releases 24 hours early. One thing worth repeating before you press play: junior resource exploration is a high-risk sector with sharp moves in share prices, and contributors may hold shares in companies discussed. Always do your own research. outofthegrnd.com

Information

  • Creator
    Out of the GRND
  • Years Active
    2026
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © 2026 Out of the GRND's Podcast
  • Show Website
    Out of the GRND's Podcast