Resource Talks (CEO BBQ)

What Is Fund Manager Adrian Day Buying & Selling Right Now?

56 min · Gestern
Episode What Is Fund Manager Adrian Day Buying & Selling Right Now? Cover

Beschreibung

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. 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 Warning00:01:03 Where does Adrian Day see gold going?00:09:01 When will gold ETF flows reverse?00:13:54 Does Hope Bay make him more bullish?00:18:04 Are royalty companies still the safer play?00:22:27 Would he invest in mining companies in Mexico?00:28:43 Are rare earths investable?00:32:16 Should BHP shareholders worry?00:35:21 Is Adrian bullish on platinum?00:39:32 What is Adrian Day buying right now?00:40:53 What is Adrian Day selling right now?In this conversation Mark and Adrian Day discuss what massive GLD outflows alongside ongoing central bank buying signals about where retail sentiment on gold actually stands, whether the Cobre Panama shutdown proved royalty companies are lower risk but never risk-free, and why the rise of hybrid vehicles may be platinum's most overlooked demand driver.

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Episode What Is Fund Manager Adrian Day Buying & Selling Right Now? Cover

What Is Fund Manager Adrian Day Buying & Selling Right Now?

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. 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 Warning00:01:03 Where does Adrian Day see gold going?00:09:01 When will gold ETF flows reverse?00:13:54 Does Hope Bay make him more bullish?00:18:04 Are royalty companies still the safer play?00:22:27 Would he invest in mining companies in Mexico?00:28:43 Are rare earths investable?00:32:16 Should BHP shareholders worry?00:35:21 Is Adrian bullish on platinum?00:39:32 What is Adrian Day buying right now?00:40:53 What is Adrian Day selling right now?In this conversation Mark and Adrian Day discuss what massive GLD outflows alongside ongoing central bank buying signals about where retail sentiment on gold actually stands, whether the Cobre Panama shutdown proved royalty companies are lower risk but never risk-free, and why the rise of hybrid vehicles may be platinum's most overlooked demand driver.

Gestern56 min
Episode High-Grade Historic Gold Mine, But Will They Prove Continuity and Scale? | Blue Jay CEO Interview Cover

High-Grade Historic Gold Mine, But Will They Prove Continuity and Scale? | Blue Jay CEO Interview

❗BLUE JAY 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 Chapters00:00:12 Very Important Warning00:01:04 Blue Jay Gold Company Overview00:04:21 Sell or build?00:07:25 Has the CEO made money for shareholders?00:09:14 Does the CEO have other roles?00:09:39 Does the CEO have real skin in the game?00:09:56 Is there cheap paper out there?00:15:54 Does management hold personal royalties?00:16:23 Who owns the Yukon ground?00:16:48 What are the change of control fees?00:17:29 Did the CEO's salary change in 2026?00:17:42 What KPIs determine the CEO's pay?00:18:24 Who operated Steller before Blue Jay Gold?00:23:47 What legacy liabilities is Blue Jay Gold inheriting?00:24:37 Is the $3M reclamation bond realistic?00:25:26 What infrastructure comes with Steller?00:32:06 How could they justify restart Capex?00:34:07 Does the wastewater discharge history affect Blue Jay Gold?00:36:13 What is the drill program's biggest question mark?00:38:10 What supports the expansion and discovery thesis?00:41:19 How deep is Blue Jay Gold drilling this year?00:42:52 What would success look like?00:44:47 What are the odds of hitting target grades?00:45:55 What does drilling failure look like?00:46:43 What would failure look like?00:49:14 When are the first assays expected?00:50:51 How much spend to reach 1.5 million ounces?00:52:35 What keeps the CEO up at night?00:54:08 Is permitting a concern?00:55:25 What is the First Nations relationship?00:56:46 How accessible in the project?00:59:20 What is the water situation on site?00:59:51 Where does the 90% recovery assumption come from?01:01:45 What other Yukon companies is the CEO watching?01:03:57 What is Blue Jay Gold's marketing plan?01:06:21 Catalyst Calendar01:07:38 What is the biggest criticism of Blue Jay Gold?01:09:51 Very Important Warning - DO NOT SKIPThis is a Blue Jay Gold interview with CEO, Geordie Mark.

12. Juni 20261 h 15 min
Episode More High-Grade Copper in Newfoundland, But Is There Enough of It? | Canterra Minerals CEO Interview Cover

More High-Grade Copper in Newfoundland, But Is There Enough of It? | Canterra Minerals CEO Interview

❗CANTERRA MINERALS 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.caTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:02 Canterra Minerals Company Overview00:03:27 What's new since January?00:04:45 Why is the stock down?00:08:58 When does the rest get drilled?00:11:00 Still 10,000 meters to go?00:12:04 How many tons could phase 2 add?00:13:58 What happened at West Clementine?00:18:19 Which satellite deposit gets drilled next?00:23:23 What's the true width?00:25:39 Does this hole signal thinning?00:27:38 Will the extensions be drilled?00:30:16 Which intercepts are actually mineable?00:32:06 How low can the cutoff go?00:33:00 Along strike or down plunge?00:35:03 Will downhole EM be used?00:36:43 How recoverable is the mineralization?00:39:30 What's the base-of-till drill threshold?00:42:12 Why not step out on the gold hit?00:44:33 Will the vein core be drilled again?00:45:37 Will drill density vary by target?00:46:28 What's the biggest unanswered question?00:49:12 What would success look like at Wilding?00:50:51 What MRE result would make Canterra proud?00:52:41 What are the odds for success?00:54:22 What would be tier-one at Buchans?00:55:18 When do they stop chasing regional targets?00:56:57 What's the MRE deadline?00:58:24 Will other deposits be in the MRE?00:58:42 How much to spend before the MRE?01:02:25 Is premature acquisition a real risk?01:04:08 Has a major approached Canterra Minerals?01:04:54 What's the biggest risk for Canterra Minerals?01:06:33 What's the permitting pathway?01:08:01 How are community relations?01:10:33 Are geological risks a concern?01:12:57 Which peers is Canterra watching?01:16:01 What's the marketing plan?01:18:46 Catalyst Calendar01:20:11 Will the CEO buy shares?01:21:00 What's the biggest criticism of Canterra Minerals?01:25:34 Very Important Warning - DO NOT SKIP This is a Canterra Minerals Interview with CEO Christopher Pennimpede.

11. Juni 20261 h 31 min
Episode Copper Exploration Next to a Massive Mine, But Can They Prove Economic Scale? | GSP CEO Interview Cover

Copper Exploration Next to a Massive Mine, But Can They Prove Economic Scale? | GSP CEO Interview

❗GSP RESOURCE 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 GSP Resource Company Overview00:10:23 Is GSP just a Teck area play?00:14:36 Has the CEO made money for shareholders?00:22:50 How much skin in the game does the CEO have?00:23:34 How does he run two companies?00:26:44 Who holds the seed shares?00:28:00 Who bought into the financing?00:29:13 Does management hold personal royalties?00:30:39 What are the change of control fees?00:31:17 What KPIs does management face?00:34:09 Why did previous operators walk away?00:40:43 Why did Teck ignore Alwin?00:44:28 What's the Alwin and Mer thesis?00:47:58 How deep are the Mer holes?00:48:19 How deep for the Mer porphyry?00:49:38 What drill spacing is needed?00:51:03 What grade and width defines success?00:51:53 What are the odds of success?00:52:36 What would failure look like?00:53:24 What's the plan if drilling fails?00:57:27 When will they do an MRE?00:58:23 When are the next assays coming out?00:58:47 What's the 18-month spend?01:01:07 When do they need to return to market?01:02:29 What are the drilling costs?01:02:43 What's the total budget this year?01:03:04 What are the main risks?01:05:26 Are permits and First Nations sorted?01:08:35 What's site access like?01:11:31 How is water supply managed?01:11:59 What's the water plan in production?01:14:11 What are the main geological risks?01:16:34 How will gold zones be modeled?01:19:14 Will they twin other historic holes?01:19:56 What's the 2026 marketing plan?01:26:05 What catalysts are coming soon?01:27:04 What's the biggest criticism of GSP Resource Corp??01:29:43 Very Important Warning - DO NOT SKIPThis is a GSP Resource interview with CEO, Simon Dyakowski.

9. Juni 20261 h 35 min
Episode High-Grade Ni-Cu-Co in Scotland, But Hasn't it Been Worked for 50 Years? | Winshear CEO Interview Cover

High-Grade Ni-Cu-Co in Scotland, But Hasn't it Been Worked for 50 Years? | Winshear CEO Interview

❗WINSHEAR 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.ca Timestamps:00:00:00 Chapters00:00:15 Very Important Warning00:01:06 Winshear Metals Company Overview00:04:01 What's the strategy for both projects?00:08:26 Has the CEO created value for shareholders?00:13:15 Does the CEO hold other roles?00:13:32 How much skin in the game does the CEO have?00:14:23 Is there cheap paper in the structure?00:14:42 Who holds the rest of the stock?00:16:06 Do insiders own royalties?00:16:29 What is the ownership structure?00:18:09 What are the change of control fees?00:18:41 What KPIs is the CEO judged on?00:20:47 What is the history of their project?00:24:59 Why did previous operators walk away?00:25:52 How did Winshear acquire Portsoy?00:26:57 Are there landowner barriers to future drilling?00:30:12 What is the biggest unanswered question?00:32:35 What is the exploration thesis?00:35:11 How big would Phase 2 be?00:36:37 Will Phase 2 require deeper drilling?00:37:02 Will each zone need different spacing?00:37:47 What would success look like in these assays?00:40:06 What are the odds of success?00:42:02 What would failure look like in these assays?00:43:45 If both targets miss, what's the plan?00:44:48 What size and grade is needed for success?00:46:33 When are the assays expected?00:46:52 When could Phase 2 start?00:48:08 How many programs to reach the size target?00:49:39 Is a maiden resource in the near-term plan?00:50:18 How much capital is needed to reach a resource?00:50:48 How much cash is left?00:52:02 What does drilling cost per meter?00:52:17 What is the minimum Phase 2 budget?00:52:40 What keeps the CEO up at night?00:54:30 Is permitting a major risk?01:00:34 Does Winshear need a community agreement?01:02:05 How accessible is the Portsoy site?01:03:46 What is the water situation?01:04:43 Does the CEO have geological concerns?01:07:16 When are the met results expected?01:07:25 What is Winshear's marketing strategy?01:09:16 What does the catalyst calendar look like?01:11:21 What is the fairest criticism of Winshear?01:13:24 Very Important Warning - DO NOT SKIPThis is a Winshear Metals interview with CEO, Richard Williams

9. Juni 20261 h 19 min