Resource Talks (CEO BBQ)

2026 Gold Production in Mali, But Is the Jurisdiction Risk Manageable? | Desert Gold CEO Interview

1 h 31 min · 20. maj 2026
episode 2026 Gold Production in Mali, But Is the Jurisdiction Risk Manageable? | Desert Gold CEO Interview cover

Beskrivelse

❗DESERT GOLD 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 Chapters00:00:16 Warning00:01:07 Desert Gold Company Overview00:09:40 Has the CEO ever created shareholder value?00:11:33 Does the CEO have other roles?00:12:41 How much skin does the CEO have in the game?00:14:47 Do insiders own a royalty?00:16:52 What are the change of control fees?00:18:17 What is the political situation in Mali?00:21:14 How does Desert Gold access the site?00:22:19 Is there senior management on site?00:23:18 Does the Mali unrest impact permitting?00:24:43 Has Mali's 2023 mining code impacted Desert Gold?00:26:54 Why did previous operators walk away?00:33:52 How does artisanal mining affect the SMSZ project?00:35:45 How does Desert Gold deal with illegal miners?00:37:09 Are there any environmental or community liabilities?00:37:36 What happens if the mining lease isn't renewed?00:38:41 What resource conversion is Desert Gold targeting?00:41:34 Does Desert Gold need to amend its production permit?00:42:55 Is Desert Gold fully funded for CIL?00:45:00 Why go into production off a PEA?00:47:33 How do they mitigate the lack of mining experience?00:48:56 What is the biggest unanswered geological question?00:51:45 How much would it cost to answer the scale question?00:53:59 How does the mine plan work across 20-plus zones?00:56:37 Has the modular plant been relocated before?00:58:08 Would Desert Gold commission a second plant?01:00:18 Will exploration run in parallel with production?01:01:24 Has the flow sheet been tested on Desert Gold's ore?01:03:17 Is more metallurgical work needed before mining?01:04:26 How sensitive is the operation to recovery surprises?01:05:40 What is the biggest operational risk?01:06:34 Is there enough buffer for logistical disruptions?01:07:38 Why produce now rather than explore and sell?01:10:07 What targets will the RC program focus on?01:12:32 What will the drill program cost?01:12:39 When will assay results be available?01:13:33 Is Desert Gold spending money in Côte d'Ivoire?01:14:52 How much gold is expected in H2 2026?01:18:25 Is Desert Gold ramping up marketing?01:20:12 What are the catalysts for the rest of 2026?

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episode 60km Underexplored Belt in Africa, But Is There Enough Gold to Mine It? | North Arrow CEO Interview cover

60km Underexplored Belt in Africa, But Is There Enough Gold to Mine It? | North Arrow CEO Interview

❗NORTH ARROW MINERALS 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 Chapters00:00:12 Very Important Warning00:01:03 North Arrow Minerals Company Overview00:04:49 What is the exploration strategy?00:13:20 Has Eira Thomas created more value than she's spent?00:17:03 Has Dr. John Armstrong created more value than he's spent?00:23:14 Why does North Arrow need a COO?00:25:58 How much time does North Arrow get from management?00:26:32 What is the insider ownership split?00:29:21 Is there any cheap paper outstanding?00:30:01 Who owns the rest of the stock?00:31:20 Is there a royalty on Kraaipan?00:31:55 Is there a conflict of interest with Rockman Resources?00:33:28 What are the change-in-control provisions?00:36:33 What is the history of the Kraaipan project?00:43:17 Why has Kraaipan been overlooked until now?00:52:26 Is North Arrow first to use this exploration approach here?00:55:56 What is the ROI on this new exploration approach?00:58:39 What is the biggest unanswered geological question?01:02:55 How does the structural setting affect drilling?01:06:19 What grade and tonnage would make Kraaipan economic?01:08:33 Are Kraaipan's drill results similar to Kalgold?01:09:09 Do early indicators at Kraaipan resemble Kalgold's discovery?01:13:00 Can Kraaipan's mineralogy be compared to Kalgold?01:14:50 Is there pyrite replacement in the BIF units?01:15:19 Was Kalgold discovered through similar early-stage indicators?01:16:02 How was Kalgold originally discovered?01:16:34 Could Kraaipan host multiple deposits along strike?01:16:56 Could there be large continuous orogenic systems along the belt?01:18:47 How will North Arrow follow up once assays are in?01:20:24 When are assays coming?01:21:35 How much drilling could it take to outline a resource?01:24:10 How much spending is needed to earn into 80% of Kraaipan?01:25:17 Does North Arrow need to raise additional funds?01:26:08 What is the biggest risk for North Arrow Minerals?01:28:02 What's going on in Botswana?This is a North Arrow Minerals interview with CEO, Eira Thomas & President, John Armstrong.

I går1 h 43 min
episode High-Grade Gold at Surface, But Why Hasn't it Been Mined Already? | Formation Metals CEO Interview cover

High-Grade Gold at Surface, But Why Hasn't it Been Mined Already? | Formation Metals CEO Interview

❗FORMATION 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 Warning00:01:05 Formation Metals Company Overview00:04:39 What is their business strategy?00:09:48 Has the CEO made shareholders more money than he's spent?00:17:00 How much of the 60% insider ownership is reporting?00:17:21 Did insiders participate in the last financing?00:18:33 What is the CEO's average cost on his own shares?00:19:20 Are there plans to strengthen the board?00:20:14 Does management hold cheap paper?00:21:47 Who holds the other 40% of shares?00:22:39 What is the royalty situation on N2?00:23:33 What are the change-of-control fees?00:23:58 What is the history of the N2 project?00:26:52 Why did Wallbridge never drill N2?00:29:12 Why didn't a major buy N2 when gold hit $3,000?00:30:33 Did Wallbridge leave any legacy liabilities?00:31:51 Does Formation Metals need to redrill the historic holes?00:32:39 How many twin holes are planned for the MRE?00:33:01 How many holes does the 75,000-metre program include?00:34:42 What is the average hole depth?00:36:02 How much is step-out versus infill drilling?00:36:52 What drill spacing is needed for the resource?00:38:21 What spacing does the infill portion require?00:39:18 Are the five N2 zones connected?00:40:43 How will Formation Metals handle grade variability?00:42:01 How large could N2 become?00:46:10 What has to go right for the bullish scenarios to work?00:47:51 Will they do an MRE soon?00:49:45 What cutoff grade?00:50:14 How much is the minimum mining width?00:51:33 How does N2 compare to the Vezza gold mine?00:52:43 Is more metallurgical work needed?00:54:02 What does N2 need to look like to attract Agnico Eagle?00:55:48 How much will it cost to get there?00:57:50 Are there remaining option payments?00:58:58 Why raise so much?01:01:17 Are they looking for M&A?01:01:43 Is the drilling fully permitted?01:02:30 How many First Nations is Formation Metals dealing with?01:04:57 Is any work planned for Nicobar and Rio Titanium?This is a Formation Metals interview with CEO, Deepak Varshney.

I går1 h 24 min
episode Very High-Grade Gold in BC, But Why Did Previous Operators Fail? | Cambria Gold Mines CEO Interview cover

Very High-Grade Gold in BC, But Why Did Previous Operators Fail? | Cambria Gold Mines CEO Interview

❗CAMBRIA GOLD MINES 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 Chapters00:00:16 Very Important Warning00:04:54 Cambria Gold Mines Company Overview00:05:40 Is Cambria planning to run the mine or sell?00:06:41 What is the background of the CEO?00:10:49 Is management planning to buy more shares?00:13:08 Who holds the rest of the paper?00:13:54 How will they manage the incoming free-trading shares?00:15:44 What does the royalty and stream situation look like?00:17:44 What are the change-of-control fees for insiders?00:18:20 What is the history of the Premier Project?00:22:41 What will Cambria do differently from Ascot?00:25:21 Will those changes show up in the feasibility study?00:28:57 Did Ascot leave any legacy liabilities?00:30:00 What did Ascot get fined for?00:32:38 Does a restart require a new federal impact assessment?00:33:05 What other permits are still needed?00:34:59 Is long-hole stoping still the planned mining method?00:36:13 What will the water treatment upgrade cost?00:38:43 How do the planned head grades compare to Ascot's?00:39:32 What production numbers are expected in 2027?00:40:49 What gold price is needed to break even?00:41:50 What happens if timelines slip?00:42:15 What is the biggest risk?00:43:23 What is the status of the access road?00:44:48 What is the status of the aerial tramline?00:47:43 What does best-case versus worst-case look like?00:48:49 What happens to permits if production is delayed?00:49:38 When are results due?00:50:59 Is drill spacing being tightened?00:52:42 When FID?00:53:22 CAPEX and OPEX?00:53:57 Is Brucejack a good cost comparable for Cambria?00:55:18 Is further dilution expected before production?00:56:20 What does the project site look like today?00:58:21 What are the plans for Mount Margaret?01:06:40 What is Cambria's 2026 marketing plan?01:09:05 What is the current G&A burn rate?01:10:06 Catalyst calendar01:14:00 What is the most fair criticism of Cambria Gold Mines?01:15:43 Very Important Warning - DO NOT SKIPThis is a Cambria Gold Mines interview with CEO, Robert McLeod.

27. maj 20261 h 21 min
episode What Actually Makes a Good Mining Jurisdiction? (Episode 2) cover

What Actually Makes a Good Mining Jurisdiction? (Episode 2)

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 Chapters00:01:03 Very Important Warning00:01:31 Intro00:03:22 Political: What is the political situation like?00:16:06 Economic: What are the economies of these jurisdictions? 00:21:31 Social: What does the social landscape look like?00:34:14 Transport: How does the infrastructure hold up?00:50:34 Legal: How long does it take to permit? 01:02:50 Geological Environment: Why does this jurisdiction's geology make it a serious exploration target?In this video, I put four Canadian and South American mining jurisdictions head to head: Newfoundland, Saskatchewan, the Yukon, and Colombia, represented by Galloper Gold, Fortune Bay, Yukon Metals, and Quimbaya Gold. Using a modified PESTLE framework, I walk each company through the political climate, economic backdrop, social dynamics, transport and infrastructure realities, legal and permitting landscape, and the geological environment of where they're drilling, to get a clearer picture of what it actually takes to find and build a mine in each of these places.

26. maj 20261 h 18 min
episode Shallow High-Grade Gold in Nevada, But Can Permitting Keep Up? | Viva Gold CEO Interview cover

Shallow High-Grade Gold in Nevada, But Can Permitting Keep Up? | Viva Gold CEO Interview

❗VIVA GOLD 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.ca Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:02 Viva Gold Company Overview00:02:35 What has Viva Gold done for shareholders lately?00:03:49 Is the PFS work on budget and on time?00:05:02 What was the drilling cost per meter?00:05:49 Has G&A increased?00:07:22 Is the PFS on time?00:11:28 What are the permitting steps ahead?00:14:36 What is the longest lead permitting item?00:16:59 What is the water situation?00:19:09 When could the FID happen?00:21:13 How much more capital does Viva Gold need?00:23:39 What is actually new about the high-grade zones?00:27:17 Has the structural model been updated with the new holes?00:29:20 Is the high-grade gold a coherent structure or stacked veins?00:33:08 Do the new zones show a different silver-to-gold ratio?00:33:40 Has mineralogy changed?00:35:04 What is the minimum viable mining width?00:36:56 What grades can Viva Gold actually mine?00:38:44 How many drill holes are still outstanding?00:41:22 What would confirm a viable high-grade starter pit?00:42:45 Are the outstanding holes visually similar?00:44:08 Will the latest assays make it into the PFS?00:45:00 Are there plans to drill the western CSAMT targets?00:46:29 Does this project only work at today's gold price?00:46:55 When will the column leach test results be available?00:47:27 What are the column leach test expectations?00:48:42 What else is Viva Gold working on now?00:50:14 What does the news release calendar look like?00:51:41 How often can investors expect news?00:52:04 What is the biggest risk right now?00:53:41 Is Jim both CEO and QP?00:55:42 Will Viva Gold increase its marketing?00:58:09 Very Important Warning - DO NOT SKIP This is a Viva Gold interview with CEO, James Hesketh.

25. maj 20261 h 4 min