53 min
Kodiak Copper Webinar: 2023 Exploration Review & 2024 Exploration Preview - AI Changes Everything Junior Resource Investing
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- Investing
CEO Claudia Tornquist and Chair Chris Taylor join me once again to talk recent news from their company Kodiak Copper. Kodiak continues to eat their elephant one bite at a time as they progress their massive MPD porphyry project in southern BC. We discuss 2023 results and the impact of VRIFY's powerful new tool to be used in 2024, wherein Kodiak will use AI to help collect, collate, and analyzing their above and below ground exploration data to help in their quest for BC's next great porphyry. Two parts to this one - part 1 is dedicated to 2023 and part 2 is dedicated to 2024.
Time Stamps:
Part 1: 2023
02:00 General Overview of 2023 Drill Program
03:55 Successes and Struggles
07:55 Why did some holes fail to get assays
11:15 With hole 18 (525m at .09% CuEq) – what clues do you have that it is the edge of a porphyry and not the center?
17:10 What evidence do you have that MPD South is a single complex?
21:30 Hole 15 at the South (13m @ 0.43% Cu and 659 g/t Ag) – Explain how it fits in your model Part 2: 2024
26:10 2024 Exploration Plans Overview
28:30 VRIFY – How much is proprietary black box and how much can you see behind the curtain?
33:05 How much human input goes into the modelling system
39:30 What is 2024 priority region for drilling?
42:35 How do you balance drilling aggressively while copper is hot while being defensive when the share price is suppressed?
44:15 How do you split up meterage – spread things out or concentrate?
47:05 Which 2024 targets are Kodiak-generated vs. VRIFY-generated?
48:30 Resource estimate at Gate Zone to be expected?
51:15 When can we expect VRIFY details from the south?
51:50 How is your relationship with Teck?
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.
CEO Claudia Tornquist and Chair Chris Taylor join me once again to talk recent news from their company Kodiak Copper. Kodiak continues to eat their elephant one bite at a time as they progress their massive MPD porphyry project in southern BC. We discuss 2023 results and the impact of VRIFY's powerful new tool to be used in 2024, wherein Kodiak will use AI to help collect, collate, and analyzing their above and below ground exploration data to help in their quest for BC's next great porphyry. Two parts to this one - part 1 is dedicated to 2023 and part 2 is dedicated to 2024.
Time Stamps:
Part 1: 2023
02:00 General Overview of 2023 Drill Program
03:55 Successes and Struggles
07:55 Why did some holes fail to get assays
11:15 With hole 18 (525m at .09% CuEq) – what clues do you have that it is the edge of a porphyry and not the center?
17:10 What evidence do you have that MPD South is a single complex?
21:30 Hole 15 at the South (13m @ 0.43% Cu and 659 g/t Ag) – Explain how it fits in your model Part 2: 2024
26:10 2024 Exploration Plans Overview
28:30 VRIFY – How much is proprietary black box and how much can you see behind the curtain?
33:05 How much human input goes into the modelling system
39:30 What is 2024 priority region for drilling?
42:35 How do you balance drilling aggressively while copper is hot while being defensive when the share price is suppressed?
44:15 How do you split up meterage – spread things out or concentrate?
47:05 Which 2024 targets are Kodiak-generated vs. VRIFY-generated?
48:30 Resource estimate at Gate Zone to be expected?
51:15 When can we expect VRIFY details from the south?
51:50 How is your relationship with Teck?
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.
53 min