Resource Talks (CEO BBQ)

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

1 h 35 min · 9. Juni 2026
Episode Copper Exploration Next to a Massive Mine, But Can They Prove Economic Scale? | GSP CEO Interview Cover

Beschreibung

❗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.

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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
Episode Inflation Is Unstoppable: Gold & Silver Are Your Only Protection | Michael Howell Interview Cover

Inflation Is Unstoppable: Gold & Silver Are Your Only Protection | Michael Howell Interview

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 Chapters00:00:11 Very Important Warning00:01:04 What does rising gold demand reveal about liquidity?00:03:06 Will governments restrict or ban precious metals buying?00:04:52 Will gold demand drop if the Fed hikes rates?00:10:16 Will the Fed raise rates soon?00:13:34 Which commodities will AI demand actually lift?00:16:32 Is jurisdiction becoming as important as the commodity itself?00:18:56 Will governments drive the next commodity cycle?00:20:49 Does nuclear inevitably become a winner?00:22:41 Will energy security start to trump the green transition?00:24:25 Would Hormuz reopening collapse the oil price?00:27:45 What justifies a relationship between gold and oil?00:29:08 Which is Michael Howell buying?In this conversation Mark and Michael Howell discuss what the historic shift from jewelry to investment gold demand signals about the global liquidity cycle, whether a Fed rate hike can derail gold's structural bull case, and why the gold-to-oil ratio implies oil could be heading toward $200 a barrel.

6. Juni 202635 min
Episode 4 Free Tools That Expose Mining Promoter Lies (an Engineer's Guide) Cover

4 Free Tools That Expose Mining Promoter Lies (an Engineer's Guide)

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 Warning00:03:26 Why bother with the Rock Value calculator?00:05:17 What's the risk of skipping the Rock Value calculator?00:07:03 What's Ken's first step in the Rock Value app?00:10:27 What counts as a good Rock Value output?00:14:10 What polymetallic red flags does Ken look for?00:17:45 How does the Smearing Analysis calculator work?00:19:53 What's the risk of ignoring grade smearing?00:21:51 What's the smallest vein width Ken has seen mined?00:23:16 How do I use the Cash Flow Modeler?00:27:07 What does the cash flow model view show?00:28:16 What NPV, IRR and payback does Ken target?00:31:16 What do companies manipulate most in their models?00:33:50 What is the Timeline Viewer?00:39:17 Is using above the 3-year average metals prices bad?00:41:11 Do projects eventually return to intrinsic value?00:42:47 Why is Ken building free tools in retirement?This is a conversation where mining engineer Ken Kuchling walks through his free suite of online apps: covering rock value, grade smearing, cash flow modeling, and ore price trends, and shows how non-engineers can audit a junior mining company's economics in minutes.

5. Juni 202644 min
Episode Large Near-Surface Gold-Silver Project, But Why Did Others Walk Away? | Evergold CEO Interview Cover

Large Near-Surface Gold-Silver Project, But Why Did Others Walk Away? | Evergold CEO Interview

❗EVERGOLD 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 Chapters00:00:15 Very Important Warning00:01:05 Evergold Company Overview00:04:23 What's Evergold's strategy and exit plan?00:06:23 Has the CEO made shareholders money before?00:08:56 Does the CEO have other jobs?00:09:49 How much skin in the game does the CEO have?00:12:23 Does anyone hold cheap paper in Evergold?00:14:05 Do insiders own a royalty on Golden Lion?00:16:35 What did previous explorers miss at Golden Lion?00:21:58 How did Golden Lion end up in Evergold?00:23:37 What changed since Newmont walked away?00:26:53 Is the drilling season long enough?00:28:03 Why did it take five years to come back?00:30:07 What's the most pressing question this drill season?00:31:32 What does expanding the zone mean in numbers?00:32:51 What size is Evergold hoping for at Golden Lion?00:35:58 What's the geological model for this drill program?00:37:41 Where will Evergold drill relative to historic holes?00:45:45 How deep will they drill?00:47:47 How much of the program goes to GL1?00:48:21 When will Copper King be drilled at earliest?00:48:38 What's the minimum for a successful drill program?00:49:21 Is any work planned on other projects this year?00:50:29 Are there outstanding payments on the other projects?00:50:53 Could Evergold option out its non-core projects?00:51:34 What's happening with Rockland?00:52:33 What are drilling costs this year?00:52:58 When might Evergold have to raise again?00:53:45 When assays?00:55:13 What is known about mineralogy?00:55:28 What's Evergold's biggest non-geological risk?00:56:41 How is the First Nations relationship?00:57:54 Are there permitting issues?00:58:23 What's the geological risk?01:00:14 Is clay alteration a core recovery risk?01:00:48 How accessible is the project?01:01:48 What are the marketing plans?01:03:01 What's the G&A?01:03:53 Catalyst calendar01:04:31 Why look for new properties?01:05:09 What's the most fair criticism of Evergold?01:06:37 Very Important Warning - DO NOT SKIPThis is an Evergold interview with CEO, Alex Walcott.

4. Juni 20261 h 12 min