Resource Talks (CEO BBQ)

Resource Talks
  • 0.0 (0)
  • Investing
  • Updated Daily

No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco

  1. 37m ago

    High-Grade Silver in Nevada, But Why Did So Many Others Leave? | ICG Silver & Gold CEO Interview

    ❗ICG SILVER & GOLD HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:05 ICG Silver & Gold Company Overview00:03:44 What does ICG want to become?00:05:22 What is Steven Sirbovan's background?00:07:55 What is Korbon McCall's background?00:09:26 Do insiders have real skin in the game?00:15:21 Can ICG place stock if volume spikes?00:16:25 Would management pick up extra liquidity?00:18:17 Who holds the rest of ICG's stock?00:19:01 What does the royalty situation look like?00:21:05 How much are the annual land payments?00:21:47 What are management's change-of-control fees?00:24:11 Are any KPIs tied to share price?00:25:08 What's the history of the asset?00:26:21 Why did American Pacific spin it out?00:27:24 How much drilling has the package seen?00:29:11 Is any of the old core still available?00:31:05 Did past operators leave any liabilities?00:32:30 How will ICG solve the discontinuous mineralization?00:34:31 Why is ICG using RC drill rigs?00:36:28 What drill spacing?00:37:18 Will ICG redrill historical holes?00:39:08 How deep were the first holes?00:39:24 Where will the MRE come from?00:39:55 How many meters go into the MRE?00:40:21 What would MRE success look like?00:43:25 What does ICG want in early assays?00:45:18 What would failure look like?00:47:21 Is the Western flank strategy or fallback?00:48:45 Where do they see 1.5M ounces?00:49:56 How will phase one assays be announced?00:51:10 How much will the drilling cost?00:52:36 What are the other risks?00:55:50 When does ICG return to the market?00:57:44 Will ICG keep consolidating ground?01:00:08 How much G&A?01:00:40 How big is the next financing?01:01:54 How much drilling would phase two be?01:02:40 What would make ICG raise more capital?01:03:40 What is the biggest risk to ICG?01:04:32 What geological risks are there?01:06:10 What do local residents mean for ICG?01:07:08 Where does ICG's drilling water come from?01:07:38 Can ICG drill year-round, including winter?01:09:23 What matters most about the geology?01:10:08 What other Nevada companies interest ICG?01:11:01 How much will ICG spend on marketing?

  2. 1d ago

    Large Oxide Gold Deposit in the USA, But Can They Really Build a Mine? | Dakota Gold CEO Interview

    ❗DAKOTA GOLD HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 Dakota Gold Company Overview00:04:53 Build or sell?00:07:35 What's the team's background and track record?00:10:01 Is this Jack's only job right now?00:10:12 How does running this company actually work?00:12:27 How much of the company does management own?00:13:59 Who holds the rest of the shares?00:16:10 Does any royalty sit with management or insiders?00:17:15 Does the Barrick 1% NSR cover everything?00:17:31 What royalties make up the 3.8%?00:18:41 Will the 3.8% royalty be updated?00:19:31 Does Barrick get any back-end rights?00:20:42 What's left to pay on the Barrick option?00:22:06 Is the 2029 target tied to the option?00:23:36 Any change-of-control fees for management?00:26:56 What are those change-of-control payments?00:27:04 What KPIs will the board judge by?00:29:07 Is fixing the EV-per-ounce gap a KPI?00:32:14 Why did past operators walk away from Richmond Hill?00:37:56 What happened in the 1992 acid rock crisis?00:40:34 Why didn't Barrick develop the asset further?00:42:13 Why didn't Coeur push forward with it?00:43:48 Is Dakota Gold still liable for cleanup?00:44:44 What does that leave in expenses?00:45:20 Does Dakota Gold see the water-quality reports?00:46:03 Anything else Barrick is dealing with?00:46:57 Could the historic pit constrain pit designs?00:48:48 How comparable is Richmond Hill to other assets?00:54:27 What's the biggest unknown in the thesis?00:56:51 How much more drilling to convert the resource?00:58:50 How much proven and probable is needed?01:01:26 How much size is needed in the feasibility study?01:05:25 What's the checklist to keep 2029 realistic?01:06:56 Does timing depend on which IACF scenario?01:07:36 Which plan does management prefer internally?01:08:58 How much time for hearings is baked in?01:10:07 What does the permitting timeline look like?01:10:45 Any recent operation to model permitting after?01:11:01 Any open surface-right negotiations near the buffer?01:13:15 Could permitting coordination affect the timeline?

  3. 3d ago

    3 Copper-Gold Targets in BC, But Can They Deliver a Discovery? | Prospect Ridge CEO Interview

    ❗PROSPECT RIDGE RESOURCES HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:04 Prospect Ridge Resources Company Overview00:03:58 Do they want to drill the projects?00:09:22 Has the CEO made money for shareholders before?00:18:33 Does the CEO have real skin in the game?00:20:50 Why is a director selling now?00:21:31 Do insiders personally own a project royalty?00:22:43 What's the state of each project?00:24:27 Any change of control fees for insiders?00:24:50 What KPIs does the board expect?00:26:30 Why were these assets left untouched?00:35:36 Why was the chargeability core left untested?00:39:31 Why did nobody assay for gold?00:40:56 What grade would make this project work?00:46:46 Is 1,500 metres enough to test it?00:47:29 What would early drilling success look like?00:48:37 What are the odds of success?00:52:11 What happens if the drilling misses?00:53:25 How could Prospect Ridge finance without a major?00:55:38 When will the drilling actually start?00:57:41 How long until the first assays?00:58:20 Is there enough money?00:59:03 Is drilling on time and on budget?01:01:23 When is the last financing free-trading?01:01:39 What caused the June 17 volume?01:01:50 Is a 10% flowthrough holder a risk?01:03:50 What keeps Len Brownlie up at night?01:06:39 Anything official signed with First Nations?01:09:31 How long is the field season?01:11:17 Will Prospect Ridge keep all the projects?01:13:17 Which other companies is the CEO following?01:14:13 What's the marketing plan and budget?01:17:19 What's the biggest criticism of Prospect Ridge?01:20:01 Catalyst Calendar01:21:52 Very Important Warning - DO NOT SKIPThis is a Prospect Ridge Resources with CEO, Len W. Brownlie.

  4. 4d ago

    High-Grade Oxide Gold in Nevada, But Can it Deliver Scale? | Nevada King Gold CEO Interview

    ❗NEVADA KING HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:12 Very Important Warning?00:01:03 Nevada King Company Overview00:03:45 What is the real business strategy for Nevada King?00:18:10 Does the CEO hold other positions?00:18:22 Does the CEO have real skin in the game?00:20:11 Does anyone still hold cheap paper?00:22:07 What percentage do reporting insiders own?00:22:14 Who holds the rest of the shares?00:23:45 What is the royalty on the package?00:24:34 Who holds the royalty?00:27:35 Does Nevada King fully own the project?00:29:30 What are the change of control fees?00:32:29 What KPIs will the board judge?00:34:22 What is the history of Atlanta?00:36:40 How did NKG get the asset?00:40:10 Did historic operators face metallurgical issues?00:41:36 Do different host rocks have different recovery?00:44:01 How will Nevada King avoid strip-ratio problems?00:47:30 Why is there no economic study yet?00:50:06 Is 40,000 meters enough for a PEA?00:53:22 How much step-out versus infill?00:54:56 What will the RC program look like?00:57:22 What drill spacing is needed for oxide?00:58:35 What would success look like?01:00:04 How risky is this exploration program?01:02:14 What would failure look like here?01:04:17 Are there other targets that could deliver?01:07:25 What is the timing on assays?01:10:51 Will Nevada King do more metallurgical work?01:13:04 How many meters per month?01:14:02 Should Nevada King start permitting now?01:15:42 Will Nevada King address the historical tailings?01:16:12 Must Nevada King spend on water, power?01:17:27 Is Nevada King increasing its water rights?01:19:24 Is the program really fully funded?01:19:48 Where will G&A land?01:20:18 What share goes to marketing?01:22:50 What are the biggest risks here?01:25:45 Are permitting and water a worry?01:31:46 What is the biggest criticism of Nevada King Gold?01:38:39 Catalyst Calendar01:41:45 Very Important Warning - DO NOT SKIP?This is a Nevada King with CEO, John Sclodnick.

  5. 6d ago

    Cesium Stock +56% on Agnico Deal, US Fluorspar Producer Powers Up, 2 Stocks Crash on Financing News

    Mining Hub sponsored this video, making it free of YouTube ads: https://mininghub.com/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. You further acknowledge that entities which may be referenced or featured in this publication or their related parties may hold an interest in Resource Talks or its affiliates, which may create further conflict of interest.In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:28 Overview Movers00:03:24 Grid Metals Corp. (TSX-V: GRDM)00:05:27 Ares Strategic Mining (CSE: ARS)00:09:28 Metallic Minerals (TSX-V: MMG)00:12:47 Green Bridge Metals (CSE: GRBM)00:17:47 American Critical Minerals (CSE: KCLI)This is a Junior Mining Talks weekly news episode (Week 30), covering the week's junior mining stock movers, gainers and losers, with a neutral summary of what moved each stock and why, plus a set of skeptical questions for management.

  6. Jul 24

    1M Ounces of Gold in Idaho, But Can the Grade Support Good Margins? | Freeman Gold CEO Interview

    ❗FREEMAN GOLD HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Freeman Gold Company Overview00:04:19 Build or sell?00:08:53 Has the CEO made money for shareholders before?00:16:50 Does the CEO have real skin in the game?00:18:41 Is there any cheap paper out there?00:20:10 Where does the rest of ownership sit?00:25:37 Is there a royalty tied to management?00:26:08 Are there change of control fees?00:26:49 What is management salary based on?00:27:46 Why did previous operators leave Lemhi?00:30:11 How did FMAN acquire Lemhi?00:31:52 Are there any legacy liabilities left?00:33:44 Could district tailings trigger any responsibility?00:36:10 Why did recovery jump to almost 95%?00:37:42 Why filtered tailings?00:39:45 How did they handle the nugget effect?00:42:05 What must happen before pouring gold?00:46:54 Does permitting depend on who's in office?00:51:31 Would Freeman Gold slow down to add size?00:53:49 No step-out drilling before construction clarity?00:56:35 Is the deposit big enough for buyers?01:00:03 Which big company does this asset fit?01:01:54 Has the bigger pit hurt capital intensity?01:03:35 How much does gold macro affect sequencing?01:04:49 Was the waste storage timeline updated?01:06:09 How long could permitting take?01:07:22 Does the bull trout require ESA consultation?01:08:49 Will tribal consultation be part of permitting?01:12:00 How long to first ore after construction?01:13:45 How critical is it to get production by 2031?01:16:42 Will Freeman Gold raise capital again soon?01:18:02 How would Freeman Gold finance the capex?01:20:52 What exactly is the convertible debt?01:23:07 Is the higher capex a trend or blip?01:25:31 Why is the FS AISC higher?01:26:48 How sensitive are economics to strip and cutoff?01:27:25 Is the presented cutoff grade realistically doable?01:28:00 What happens if the cutoff moves higher?01:29:36 What are the biggest risks for Freeman Gold?01:32:08 Do the tailings location keep him up at night?01:34:33 Where is the water going to come from?

  7. Jul 24

    Targeting Potash Production in 2027, But Can this Mining Method Work? | Buffalo Potash CEO Interview

    ❗BUFFALO POTASH HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:03 Buffalo Potash Company Overview00:05:20 Build or sell?00:09:15 Has the CEO made shareholders money?00:11:58 Does the CEO have other jobs?00:13:22 Does the CEO have real skin in the game?00:15:17 Who else holds stock?00:18:35 Are there change of control fees?00:19:26 What KPIs does the board use?00:20:15 What are the short-term milestones?00:21:28 How come nobody beat Buffalo to it?00:25:02 Why did the neighbours pass on this ground?00:27:25 What held back the pilot?00:32:31 Why did Occidental never commercialise it?00:35:05 Did that work leave liabilities behind?00:35:32 Did it leave anything positive behind?00:36:41 How much of the PEA is 1960s data?00:37:19 Biggest variance between old and new assays?00:38:25 Can old holes support the resource model?00:39:29 Clay seams or carnallite in the core?00:42:30 What metallurgical work has been done?00:43:23 What can be learned from failed pilots?00:46:20 What is the biggest unanswered question?00:52:51 How much of the thesis is beta?00:55:11 What must the IPM prove first?00:57:41 How many HLD wells for 125,000 tonnes?00:58:31 Local markets or offtake agreements?00:59:45 What changes if recoveries are met?01:01:06 How does modular change mine life?01:04:21 What thresholds trigger further capital?01:06:14 Where do Edenwold and Odessa fit?01:08:16 Keep them or sell them?01:08:52 What would success look like in five years?01:11:24 What's the path from drilling to first product?01:16:54 Will Buffalo Potash do a PFS?01:17:05 What will it cost versus cash on hand?01:18:07 When could the next raise come?01:19:26 What is the biggest risk?01:21:59 Is the IPM lease closed?01:22:31 Which permits before turning on the IPM?01:23:55 Access agreements with neighbouring operators needed?01:24:12 Any communities or First Nations to deal with?01:26:01 Is there year-round site access?

  8. Jul 23

    New Potash Project in the USA, But Will Solution Mining Work at Depth? | Sage Potash CEO Interview

    ❗SAGE POTASH HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/. By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:05 Sage Potash Company Overview00:04:10 What is the business strategy?00:16:23 Has the CEO made shareholders money before?00:17:52 Does he hold other CEO positions?00:20:24 Does the CEO have real skin in the game?00:22:27 Is there cheap paper still outstanding?00:23:19 Who owns the rest of the stock?00:24:50 Is there a royalty on the project?00:27:26 What are his KPIs and bonus structure?00:28:20 Why did nobody buy this asset before?00:34:51 Why didn't previous operators push through?00:35:34 How deep are these deposits typically?00:36:39 How much does depth cost?00:43:23 Is the current hole risky?00:45:25 Could helium interfere with drilling?00:47:47 Did a previous operator fail re-entering Johnson 1?00:48:52 What will this hole actually answer?00:50:35 How many holes for a PFS?00:50:58 Could Sage Potash skip straight to feasibility?00:51:11 Any comparable that went two holes to feasibility?00:52:17 Why is potash drill spacing so wide?00:55:42 How deep is the hole now?00:57:33 What would make Q3's resource a success?00:58:30 What's the bare minimum resource size needed?00:58:58 Does Sage Potash have enough money?01:01:57 Is an offtake agreement expected?01:03:08 Who would be a fitting partner?01:03:45 Is there government money available?01:07:27 What keeps the CEO up at night?01:08:52 Do permitting or communities worry him?01:11:20 Are Sage Potash's water rights enough?01:13:25 Are insolubles a metallurgical risk?01:15:02 What will recovery end up at?01:16:50 What matters for potash companies generally?01:19:30 How will Sage Potash market its story?01:20:27 How much will marketing cost?01:20:44 What is total G&A for the year?01:21:08 What's the biggest criticism of Sage Potash?01:22:57 Catalyst calendar01:24:56 Very Important Warning - DO NOT SKIPThis is a Sage Potash interview with CEO, J. Patricio Varas.

See All (265)

About

No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco

Information

  • Creator
    Resource Talks
  • Years Active
    2025 - 2026
  • Episodes
    265
  • Rating
    Clean
  • Copyright
    © Resource Talks
  • Show Website
    Resource Talks (CEO BBQ)

You Might Also Like