Resource Talks (CEO BBQ)

Resource Talks

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. 20h ago

    Agnico Invests $57M in Quebec Gold Project, But Is It Enough to De-Risk it? | Radisson CEO Interview

    ❗RADISSON MINING HAS 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.caaTimestamps:00:00:00 Chapters00:00:16 Very Important Warning00:01:06 Radisson Mining Company Overview00:04:01 What does Agnico ultimately want?00:07:02 Why did the financing include five-year warrants?00:09:48 Why did Radisson accept additional investor rights?00:14:40 Can Radisson fund itself to production decision?00:18:59 How do asset restrictions affect Radisson’s strategy?00:22:08 Could Radisson still develop O’Brien independently?00:23:16 Could Radisson add another strategic investor?00:23:29 Does financing make nearby milling more likely?00:27:46 Why is underground drilling Radisson’s logical step?00:35:26 When can Radisson start underground drilling?00:37:48 Will deeper drilling require additional permits?00:39:36 Could underground drilling change the development plan?00:41:17 How is the remaining drilling split?00:42:41 What would drilling success look like?00:47:23 Will they drill more at Pontiac?00:54:27 What are the remaining risks for Radisson?00:55:28 Will Radisson’s CEO buy shares personally?00:58:30 Catalyst Calendar00:59:33 Very Important Warning - DO NOT SKIPThis is a Radisson Mining interview with CEO, Matt Manson.

  2. 1d ago

    Building a Silver Mine in Mexico, But Can Costs Stay Under Control? | GoGold Resources CEO Interview

    ❗GOGOLD RESOURCES HAS 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.caa Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:04 GoGold Resources Company Overview00:04:12 Will GoGold build or seek an exit?00:10:02 Is this the right CEO for GoGold Resources?00:14:52 Do insiders have real skin in the game?00:20:45 What royalties apply across the Los Ricos project?00:22:28 Is GoGold considering a share rollback?00:23:13 Why was Los Ricos idle for decades?00:27:17 What challenged historical operators at Los Ricos?00:34:38 Did historical mining leave environmental liabilities?00:36:36 Is any legacy infrastructure at Los Ricos usable?00:37:50 Why did Los Ricos South’s NPV fall?00:43:38 What silver price makes Los Ricos South economic?00:48:40 What must happen to reach 17 million ounces?00:56:20 What permits remain for Los Ricos South?00:57:37 Does Los Ricos South work without open pit?00:58:15 Will they need to renew the ejido agreement?00:59:41 Which deeper targets get tested first?01:05:25 How far behind is Los Ricos North?01:08:34 How much flexibility is there in the timeline?01:11:20 How is underground development progressing?01:13:00 Have ground conditions caused geotechnical surprises?01:16:50 Could underground stability threaten the timeline?01:19:19 How much LOM remains at the tailings operation?01:26:49 Are metal sales prices fixed?01:28:34 How much of the capex has been spent?01:29:48 What capex overrun would force equity financing?01:32:04 When would they need to raise capital?01:33:30 Does tailings cash flow cover G&A?01:34:32 How is GoGold’s mining contractor process progressing?01:36:51 What is the biggest risk?01:39:24 How is water managed?01:41:40 Will Los Ricos South require mine dewatering?01:42:59 Can they reuse the old mine shaft?01:44:25 What is driving the mining dilution?01:46:11 What recoveries do they expect at Los Ricos?01:47:05 What affects the AISC the most?01:48:34 Is regional security a future risk for GoGold?01:53:19 Will they keep marketing?01:54:49 What is the biggest criticism of GoGold?01:57:06 Catalyst Calendar01:59:46 Very Important Warning - DO NOT SKIP

  3. 2d ago

    Very High-Grade Rare Earths, But Can They Get the Funding? | Brazilian Rare Earths CEO Interview

    ❗BRAZILIAN RARE EARTHS 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.caa Timestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:07 Brazilian Rare Earths Company Overview00:04:27 Will Brazilian Rare Earths build or sell?00:12:07 Is this the right CEO for BRE?00:15:52 Do insiders have real skin in the game?00:16:36 Why did the CEO sell shares?00:21:36 Do insiders personally own a project royalty?00:26:57 What are the change of control fees?00:29:33 How did Rio Tinto miss the discovery?00:32:28 Did earlier operations leave liabilities?00:34:59 How accessible is the project?00:37:58 Is exploration seasonal?00:39:32 Why did ASX reject the original study?00:44:06 What is the project’s biggest unknown today?00:47:50 Does BRE still need a feasibility study?00:48:45 Could BRE export concentrate instead of refining?00:53:12 How will BRE place excess heavy rare earths?00:58:29 Which deposit becomes the next spoke?01:01:06 How high-grade must future satellite deposits be?01:02:23 How much NPV could uranium add?01:03:54 What ownership model does BRE ultimately want?01:06:16 What milestones come before first oxide production?01:09:17 How long must trial mining continue first?01:11:18 Could land or community issues delay development?01:13:48 When will metallurgy results be definitive?01:22:23 How are NdPr offtake talks progressing?01:22:56 How long could Camaçari EIA approval take?01:24:14 Which peer can BRE learn from?01:26:40 How will BRE finance the CAPEX?01:29:04 Would BRE look for strategic funding?01:32:04 Does uranium add extra capital cost?01:32:43 How much will BRE spend before financing?01:34:16 How much more funding will BRE need?01:35:26 How high is BRE’s corporate overhead?01:36:02 What is the catch with BRE’s economics?01:38:29 Why did chevkinite initially worry Bernardo?01:40:53 What are BRE’s water and licensing risks?01:49:29 How will BRE market itself, and at what cost?01:50:54 Catalyst Calendar01:53:33 Very Important Warning - DO NOT SKIPThis is a Brazilian Rare Earths Interview with CEO, Dr. Bernardo da Veiga.

  4. 2d ago

    New Lithium Project Next to a Major Deposit, But Is There Continuity? | Libra Energy CEO Interview

    ❗LIBRA ENERGY MATERIALS HAS 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.caa Timestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:04 Libra Energy Materials Company Overview00:04:05 What has Libra done for shareholders recently?00:06:55 How much cash does Libra currently have?00:09:01 How will Libra fund G&A and marketing?00:10:03 What will Libra’s next news release be?00:10:46 Will they sell Athena shares?00:15:23 Why are remaining assays taking longer?00:16:20 How do the REE results compare to others?00:17:55 What would success look like at Penelope?00:19:08 Are they seeking a partner for Penelope?00:23:47 Why was the James Bay program so small?00:25:11 Why did assays take so long?00:26:34 What other work are they doing in James Bay soon?00:26:52 What is the government funding about?00:29:07 How significant is the graphite discovery?00:33:21 When will Libra resume work at SBC?00:36:01 How significant are the recent team changes?00:37:49 Why did Q2 pass on Libra’s new ground?00:48:22 How do Libra’s geochemical ratios compare with Q2?00:49:05 How much of the trend actually outcrops?00:50:04 What is the biggest unknown?00:51:55 What work is needed before they can drill?00:54:00 When are assays expected?00:54:52 How is Libra handling First Nations engagement?00:56:01 What other permits will they need?00:57:04 What are Libra’s biggest near-term risks?00:58:42 What is Libra’s biggest geological risk here?00:59:15 Which other companies are they watching?01:02:02 Will the CEO buy more Libra shares?01:02:43 What are they doing for marketing?01:05:01 What is the biggest criticism of Libra?01:08:18 Catalyst Calendar01:11:23 Very Important Warning - DO NOT SKIPThis is an interview with Libra Energy Materials' CEO, Koby Kushner & VP of Exploration, Dr. Jérémie Pfister.

  5. 4d ago

    Gold To $6,000, Silver Buying Opportunity, Copper To $7 | Nomi Prins Interview

    Ore Group sponsored this video, making it free of YouTube ads: https: https://oregroup.ca/.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 Chapters00:00:11 Very Important Warning00:01:08 Why is the Treasury buying back debt?00:03:17 Will the Fed hold rates in September?00:06:14 Is gold still a buy at $6,000?00:10:45 Why did gold plunge despite central-bank buying?00:14:58 Is silver better through producers, juniors, or physical?00:20:40 Does the London copper squeeze matter?00:24:25 Is BHP better than smaller copper plays?00:27:27 Is a major rare-earth glut coming?00:32:30 Can grid storage revive the lithium cycle?00:34:57 How would hyperinflation affect dollar-pegged economies?00:36:36 What is Dr. Nomi Prins buying?In this conversation Mark and Dr. Nomi Prins discuss why Treasury debt buybacks could help push gold toward $6,000, how paper-market selling can crush gold and silver despite strong physical demand, and why she sees structural opportunities in copper, rare earths and uranium while remaining cautious on lithium.

  6. 4d ago

    6 Junior Mining Stocks That Spiked This Week & 6 That Crashed

    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 Chapters 00:00:10 Very Important Warning 00:01:18 Overview Market 00:04:48 Overview Movers 00:11:30 Precore Gold Corp. (CSE: PRCG) 00:15:41 Ausgold Limited (ASX: AUC) 00:18:46 Torr Metals Inc. (TSX-V: TMET) 00:24:18 Neometals Ltd. (ASX: NMT) 00:27:49 Northmin Corp. (TSX-V: NMB) 00:28:36 Canex Metals Inc. (TSX-V: CANX) 00:33:11 Lode Resources Ltd. (ASX: LDR) 00:37:27 Sendero Resources Corp. (TSX-V: SEND) 00:40:09 Locksley Resources Limited (ASX: LKY) 00:43:45 BCM Resources Corp. (TSX-V: B) 00:47:07 WA Gold Ltd. (ASX: WAU) 00:50:06 The Metals Royalty Company Inc. (Nasdaq: TMCR) 00:56:43 Australian Mines Limited (ASX: AUZ) This is a Junior Mining Talks weekly news episode (Week 34), 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.

  7. 5d ago

    Gold Project Near Fosterville, But Can They Deliver Economic Grades? | Crossroads Gold CEO Interview

    ❗CROSSROADS 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.caaTimestamps:00:00:00 Chapters00:00:14 Very Important Warning00:01:06 Crossroads Gold Company Overview00:04:18 Self-fund or look for partners?00:10:26 Is this the right CEO of Crossroads Gold?00:15:42 Do insiders have real skin in the game?00:19:51 Who has been selling Crossroads Gold shares?00:20:55 Do Crossroads Gold insiders own project royalties?00:23:26 Can vendors claw back any Crossroads projects?00:23:46 What are the change of control fees?00:24:09 Why was Steiglitz never properly tested before?00:36:29 Does the system extend at depth?00:39:24 Why did explorers largely skip Bendigo?00:43:05 What does the historic drilling really mean?00:45:19 Are they inheriting any liabilities?00:46:03 What caused previous community opposition?00:49:03 Does the Historic Park restrict exploration?00:50:47 What will Crossroads do differently at Steiglitz?00:52:03 What are they doing now?00:58:34 How much drilling is planned?01:00:38 What would success look like in Phase 1 drilling?01:03:29 Can they replicate historical grades?01:04:55 What are the chances for success?01:06:58 What if they miss?01:11:08 What is possible within 5 years?01:13:57 How large must Steiglitz become for acquisition?01:15:58 Where will Crossroads focus near-term spending?01:18:17 When do they expect assay results?01:19:10 How long could permits take?01:20:09 Is permitting Victoria’s main exploration challenge?01:22:42 How vulnerable is drilling to weather delays?01:23:49 How much cash do they have?01:24:10 How long will their cash last?01:24:24 How much are they paying for drilling?01:25:29 Will Crossroads need more capital before results?01:26:34 How much is Crossroads spending outside exploration?01:27:04 How much will they spend on marketing?01:27:56 Could they fund Phase 2 without dilution?01:28:29 Community, heritage, and permitting risks?01:30:35 Metallurgy risk?01:33:06 Water risk?01:33:43 What is the biggest criticism of Crossroads Gold?01:35:26 Catalyst Calendar01:37:14 Very Important Warning - DO NOT SKIP

  8. 6d ago

    Silver Mine in China Generating Cash Flow, But Can They Execute on Growth? | Silvercorp Interview

    ❗SILVERCORP METALS 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.caa Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:02 Silvercorp Metals Company Overview00:04:48 Can they really close the valuation gap?00:07:45 Do they have the right team?00:13:24 Do they have real skin in the game?00:15:23 Who else owns shares?00:17:25 Will they change the company name?00:19:45 What are the change-of-control fees?00:20:21 What are the KPIs?00:21:20 How did Silvercorp first acquire the Ying asset?00:26:32 Why didn't anyone beat them to it?00:27:40 Did Silvercorp inherit liabilities at Ying?00:28:39 Why wasn't Ying systematically drilled before?00:29:10 Why did Ying's reported grade decline?00:30:57 What were the short reports about?00:34:28 What triggers deeper mining permits at Ying?00:35:50 Has Ying's grade decline now stabilized?00:37:49 Will Silvercorp keep extending Ying for decades?00:39:35 Where are they currently drilling at Ying?00:41:46 What does exploration success at Ying mean?00:46:18 Will Ying shift toward bulk mechanized mining?00:47:32 Will Silvercorp keep the Ying district intact?00:50:15 What is the long-term endgame?00:51:28 Is Silvercorp building for cash flow or sale?00:52:50 How much cash flow could El Domo contribute?00:55:09 How is El Domo construction currently progressing?00:56:17 How firm is El Domo's current capex?00:58:09 How does Condor fit the strategy?01:01:02 How much more spending at Condor?01:01:39 When production at Condor?01:01:54 What is happening at Tulkubash and Kyzyltash?01:05:11 How much NAV should sit outside China?01:08:49 When will Ying and GC fully restart?01:12:30 What will the shutdown cost?01:13:33 When can Kuanping reach first production?01:17:10 Can they fund growth without new equity?01:20:11 How large could the Hong Kong raise be?01:21:46 How much financial room for error exists?01:23:14 What drives the all-in sustaining costs?01:26:34 How much debt do they have?01:27:26 Would Silvercorp use more debt if needed?01:28:24 Could they access any form of government financing?01:30:34 What will they do with their stock portfolio?01:32:31 What are the biggest risks?

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

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