Junior Resource Investing

Prismo Metals Update: Palos Verdes is Officially Being Drilled, with big Further Discovery Potential

Companion Article and Written Summary: https://juniorresourceinvesting.subst...
Prismo Metals have officially begun drilling their Palos Verdes project immediately adjacent to Vizsla Silver’s Panuco project. With 3000 meters budgeted, this drill campaign will test the property at depth and along strike in ways it has never been before. Success with this campaign will very materially grow any future resource in this very high-grade silver-gold district. With Vizsla as a formal partner offering technical expertise and guidance - including allowing Prismo to drill from its land to target at depth properly - this is a pretty exciting drill campaign which I also believe has a pretty high likelihood of success.
Time Stamps
01:00 Overview of News Release
02:30 Are there perceived delays to spud?
04:00 Why drill deeper here vs elsewhere?
06:45 Why is Vizsla’s Napoleon Vein an important analogue for your exploration?
10:40 Run through the three main goals of this program
14:30 Discussion of Graphics from News Release
17:45 How concrete is your drill program currently?
20:45 Timing for drill results
23:15 Hot Breccia 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.

Thesis Gold Updated PEA: “This is One of the Best Development Projects in North America."

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Companion Article and Summary at: https://juniorresourceinvesting.subst...
Published Sept. 21, 2024
Thesis Gold (TAU.V) has had a pretty good run over the past month or so since my site visit, rising some 60% from 60 cents to $0.95. Obviously someone has caught wind of the deep value imbalance that was (and still is, though not quite so extreme) here. A big part of this no doubt was the updated PEA Thesis put out a couple weeks ago that formally united Lawyers and Ranch and demonstrated some pretty compelling numbers. Below is my conversation I had with CEO Ewan Webster about that PEA, as well as the TAU’s future.
Time Stamps
00:30: What are you proud of in terms of what changed between PEA 1 and 2. 
03:00: Name a couple tradeoffs that made it better
07:20: Why didn’t inflation impact your project
09:46 Project Cost Advantages
13:30 Thesis Gold’s Dual Role of DevCo and ExploreCo and next 12 months
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 have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. 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.

AbraSilver Company Update: It Just Keeps Getting Better

Overview AbraSilver (ABRA.V) is a well-known name in this industry, and for good reason. It’s Diablillos project is big, high-grade, and full of potential. For some companies, an annual update might be enough to stay up to date. Not so with Abra. CEO John Miniotis fills me in on the many different important pieces of news Abra has released since we last spoke, such as a PFS, a share rollback, a deal with Kinross, and an ongoing exploration program which in part promises to drill out some truly blue sky targets.
Time Stamps
01:00 Company Intro
03:25 Drill campaign discussion
10:45 Drilling Priorities
12:15 Why is the strip ratio so high (6.4:1)
16:00 How does Heap Leach/cheap start-up optionality help with negotiations?
18:00 The porphyry – how did you decide to start exploring for it now.
23:00 Kinross Deal – Regional Partnership. What is it and why?
26:00 The Reverse Split. How do you navigate one without destroying value?
30:30 Looking back on the success of Abra – what were the signs from the start this could be a special project?
33:30 Final thoughts on Argentinian Jurisdictional Strength
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.

Finding the Source: Why Arizona Gold & Silver is Poised for Success

Link to Companion Article: https://juniorresourceinvesting.subst...
Sometimes, timing is everything.
Arizona's Philadelphia Property is a gold and silver vein/disseminated target located in Arizona in the Oatman Mining District (which historically produced over 2 million ounces of high-grade vein gold). Under Mike Stark as CEO, AZS has continued to efficiently and effectively advance a meaningful, though still unofficial, resource at this project. However, while successful, for the past couple years, that effort has been partly on pause while BLM permitting on surrounding land to previous drill campaigns was worked on. This is critical to AZS, because they (very reasonably) believe the Red Hill target on that BLM land to be the source dome of their disseminated gold. So while Arizona could continue to drill out other worthy targets, the ultimate prize required more involved permitting to be secured. Fair or not, Arizona has flagged while waiting for Again, which, finally, has been done. Mike Stark of Arizona Silver walks us through why his company’s Philadelphia property is an odds-on favourite to grow an impressive resource through continual discovery of open-pittable high-grade Ag/Au veins surrounded by a low-grade, economic, mineralization. A valid geological thesis suggests the best parts of the land package have yet to be drilled, a catalyst to look forward to in 2023.
Time Stamps
01:30 Intro to Arizona Gold
03:50 BLM Permitting Update – Why is this so important
06:40 What evidence do you have that the red hill is the feeder zone
10:15 Recent Red Fawn and Resaka drill results that missed a bit? How does it alter future plans.
13:40 Burn rate and preservation of capital
14:30 MRE
18:00 How many holes do you expect to drill in 2024/2024 drill plans
21:45 When will drilling begin
24:30 Lab time these days
26:00 Addition of Philip Yee
29:30 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.

"I Love Big Copper": Why Prismo Metals might find Arizona's next major copper discovery.

CEO Alain Lambert and President Steve Robinson join me to discuss their company Prismo Metals. Prismo had been advancing a high-grade silver+gold system in Mexico but have pivoted in the last couple of years to advance their new Hot Breccia property in Arizona's prolific copper belt. Next door to the long-lasting Christmas mine, Prismo's thesis is pretty simple - they know there are more rocks like those of the old mine waiting to be found buried a little bit deeper under some volcanic cover. Using modern ZTEM technology to identify highly conductive anomalies to target, and going deeper more effectively than previous generations, Prismo hopes to leverage modern advancements into modern discoveries.
Time Stamps:
00:38 Elevator Pitch
02:13 Personal Intros
06:40 Capital Structure
09:30 Decision to focus on Hot Breccia
14:40 History of Hot Breccia
20:30 Plan for Upcoming Drill Campaign
23:40 Use of AI
27:50 Has the ZTEM anomaly been hit by historical drilling.
33:00 Is this project too big for Prismo to conquer?
36:20 Cost of Drilling
41:10 Palos Verdes Plans
49:30 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.

Tocvan Ventures Drill Update: "There's a Much Bigger System Here and We're Starting to Unlock That."

Written Summary and Companion Article: https://juniorresourceinvesting.subst...
Tocvan Ventures is drilling again, ready to continue to rapidly advance its Pilar project to production. CEO Brodie Sutherland stopped by again for a drill campaign update and to touch on other recent news releases. Met work, the expanded land package, Mexico as a jurisdiction, neighbouring analogues, and the drill campaign in detail are all discussed.
Time Stamps
01:05 Run through recent 56.4M of 1 gpt Aug from 18M result
04:25 How far away from historical drilling and other TOC holes was this hole?
07:30 Where were the hole locations of the drills that missed in the recently-released batch
09:45 Why are you confident you’ve find the source of all the placer gold? (plus expanded land package discussion)
12:30 How many holes have you drilled in this program as of May 16
14:30 What targets do you know will be drilled out this campaign
16:10 Financing Discussion – Can this previous financing fund all of 2024?
18:20 What is a Technical Justification Study
20:40 Met work recovery – what’s your preferred path/flow sheet at this point?
23:15 2024 Catalysts we can expect
25:45 Final Thoughts to Brodie (Mexican Jurisdiction)
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.

Kodiak Copper Webinar: 2023 Exploration Review & 2024 Exploration Preview - AI Changes Everything

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.

Sendero Resources Exploration Update: Drilling Into La Ollita Assays and Market Expectations

Sendero Resources (SEND.V) released 3 more holes from its La Ollita target today. The results were not barn burners, but were still successful, particularly as part of a first drill campaign, as they delineated hundreds of meters of economic (at scale) mineralisation. Nevertheless, the market was unimpressed and SEND.V is now off its recent highs considerably. MD Michael Wood joins me again to discuss these results, SEND's future plans, and reflect on the market's response.
Time Stamps
01:00 Overview of Results
05:00 Lithocap Model and further exploration
09:30 Market Response
11:00 Mineralisation types and drilling locations
17:15 Magnetotelluric Survey Discussion
20:00 Eldorado exploration vs. Sendero
26:00 Why is the stock price down so badly
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.

Thesis Gold, 2023 Drill Campaign Pt. 2: The Ranch Project - Scratching the Surface

Thesis Gold (TAU.V) CEO Ewan Webster returns to discuss the final results from their 18,000 meter 2023 drill campaign at their 100% owned Ranch project in the Toodoggone region of BC. There was a lot of success to be found this year - areas of long intercepts of high grade gold buried within even longer intercepts of disseminated mineralization. With a new, universal, MRE just a few weeks away, and a PEA due in Q3, Thesis looks like it will continue to build on its strengths.
Time Stamps
1:20 Overview of Targets to be Discussed
1:50 General Overview of Ranch Project for Context
07:30 Thesis Structural Corridor
14:00 Bingo Zone
20:00 JK Zone
28:00 Bonanza-Ridge Zone
30:20 What is coming in 2024
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 have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. 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.

Sendero Resources Maiden Drill Campaign Update: First Results of a New Discovery in Famous Vicuna

Sendero Resources (SEND.V) released the first batch of results from its Peñas Negras project today (April 3, 2024). The headline is the discovery they are currently working to uncover at their La Ollita target, that came up with Au+Cu+Mo to the tune of 0.53 gpt AuEq over 256 meters starting from 83 meters down. While the grade isn't going to turn any heads, for a first hole into a target, this seems like a strong start to exploration at La Ollita. Now, with 4 - and even 5 - more holes drilled into it and due to the market over the coming weeks, the hope is that SEND can build on its success and demonstrate that there is a true discovery to be had, even if the market was unimpressed and sold off on the news today.
Time Stamps
1:20 Michael shares his initial thoughts on results
6:30 Brief overview of what SEND is doing different than previously operators
10:30 Assay Tables – Was it being a gold dominant system a surprise?
14:20 Why does Michael think there was a sell off?
17:30 Are there more holes left to be drilled and when can we expect results from the lab
20:00 Accusations of smearing – Michael’s Response
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.