『Resource Talks (CEO BBQ)』のカバーアート

Resource Talks (CEO BBQ)

Resource Talks (CEO BBQ)

著者: Resource Talks
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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 encoResource Talks 個人ファイナンス 日次 経済学
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  • High-Grade Copper Discovery in the Yukon, But Can it Be Permitted? | Gladiator Metals Interview
    2026/07/16

    ❗GALDIATOR 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.caTimestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:04 Gladiator Metals Company Overview00:04:36 What is the real strategy for Gladiator Metals?00:09:05 Has he made money for shareholders before?00:11:11 Does management have skin in the game?00:12:00 Does anyone here hold cheap paper?00:14:50 Where is the rest of the paper?00:16:25 Does management personally own a royalty?00:16:49 What obligations remain on the option agreement?00:17:20 Do the vendors get a right of first refusal?00:17:27 What are the change of control fees?00:17:48 Would management get a payout on a sale?00:18:33 What is management's compensation based on?00:21:21 Why did previous operators walk away?00:26:49 Were any liabilities left behind?00:29:29 Are the historic holes usable?00:31:27 What happened with the 2023 guilty plea?00:33:56 Did that damage the First Nations relationship?00:35:47 What is the most pressing unanswered question?00:36:52 What is the thesis behind the drilling?00:39:13 How many meters are planned this year?00:40:33 What drill spacing is needed here?00:40:55 Would the first resource be mostly inferred?00:42:50 What would success from this program look like?00:44:24 What would failure look like here?00:46:24 Which other targets does Harden personally like?00:48:45 Is Cub East needed for 100 million tonnes?00:50:32 Where will the 100 million tonnes come from?00:51:29 Why not drill some of the deep targets?00:53:26 Which company is the closest geological comp?00:56:03 What separates Gladiator Metals from those comps?00:57:22 When will a resource be published?00:58:59 When are the next assays coming?01:00:20 Will assays be released in batches?01:01:23 How many targets remain undrilled?01:02:55 How will infill and step outs be sequenced?01:04:04 Will shallow Cub East be redrilled?01:04:27 Do they have to raise capital soon?01:05:42 How did BlackRock get involved?01:06:40 What news comes before the free trading date?01:07:44 What is the biggest risk right now?This is a Gladiator Metals interview with President, Marcus Harden.

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    1 時間 35 分
  • Gold Project Near Canadian Malartic, But Does the Geology Extend? | Renforth Resources CEO Interview
    2026/07/15

    ❗RENFORTH 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.caTimestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:07 Renforth Resources Company Overview00:04:44 Will they work both assets?00:13:46 Has the CEO made money for shareholders before?00:15:43 What has she brought to Renforth since 2012?00:22:30 Is Renforth her only role?00:23:22 Does the CEO have real skin in game?00:25:08 Who else owns Renforth paper?00:26:47 Does Globex still hold shares or royalties?00:28:26 Does management hold any of those royalties?00:29:12 Is there a change of control clause?00:30:45 Is the CEO's paycheck going up?00:31:32 Why hasn't Canadian Malartic grabbed the land already?00:40:53 How big a problem are the railway and powerlines?00:49:36 What is the drilling actually trying to answer?00:51:57 How big must Parbec be to interest Agnico?00:55:53 How many metres will they drill?01:01:44 What about the metallurgy at Parbec?01:03:47 Does Renforth need better grades than 0.86?01:05:44 What's the timeline on news?01:08:33 Will Renforth raise money before having news?01:09:22 Who is the new big investor?01:11:59 How could Renforth escape the dilution slump?01:14:32 What's the biggest risk for Renforth Resources?01:15:59 How close is Malartic's protected water?01:18:10 What happens at a realistic mining cutoff?01:21:15 Which peers is she watching?01:23:42 What's the marketing plan and budget?01:25:39 Catalyst Calendar01:26:33 What's the biggest criticism of Renforth Resources?01:29:07 Very Important Warning - DO NOT SKIPThis is a Renforth Resources interview with CEO, Nicole Brewster.

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    1 時間 35 分
  • Building Royalties Through Spin-Outs, But Can it Move The Stock? | Riverside Resources CEO Interview
    2026/07/14

    ❗RIVERSIDE 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.ca


    Timestamps:

    00:00:00 Chapters

    00:00:13 Very Important Warning

    00:01:04 Riverside Resources Company Overview

    00:04:12 What has Riverside done for shareholders lately?

    00:07:17 Is the stock overvalued?

    00:09:30 Why spin out Ravena instead of partnering it?

    00:10:59 Will Riverside do more spinouts soon?

    00:12:47 What shares and royalties does Riverside retain in Ravena?

    00:14:16 How closely will Ravena follow the Blue Jay model?

    00:16:33 Will a standalone vehicle better fund Cecilia and Revel?

    00:19:33 How realistic is the 2027 Ravena listing timeline?

    00:22:08 What will the exchange ratio and mechanics look like?

    00:24:38 Who is financing Ravena?

    00:27:02 What work is happening on others projects?

    00:28:53 How much will Riverside spend this year?

    00:30:04 What decides whether Riverside parks, partners, or spins out?

    00:31:29 What metrics does Riverside use picking new projects?

    00:32:37 Would he spin out the royalty portfolio?

    00:34:43 What's going on at Tajitos?

    00:38:34 What's going on at Sugarloaf?

    00:39:53 What's going on at Cruz de Plata?

    00:41:40 What other royalties does Riverside hold?

    00:42:37 Which Riverside royalty will pay out first?

    00:43:08 Would Riverside ever sell royalties for parts?

    00:44:16 What equities do they hold?

    00:48:18 What partner spending is active right now?

    00:50:15 How much has Questcorp spent on Union so far?

    00:51:01 Will phase two assays come back faster this time?

    00:53:16 Where is the phase two drilling focused?

    00:55:42 What would he consider success in the core?

    01:01:28 Will Riverside be raising money in 2026?

    01:03:04 What is the biggest risk to Riverside's strategy?

    01:08:10 Which other companies is he watching right now?

    01:09:31 How much will Riverside spend on marketing?

    01:11:57 What is the biggest criticism of Riverside Resources?

    01:13:33 Catalyst Calendar

    01:16:07 Very Important Warning - DO NOT SKIP


    This is a Riverside Resources Interview with CEO, John-Mark Staude.

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    1 時間 22 分
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