Resource Talks (CEO BBQ)

45M Ounces of Silver in Argentina, But Can the Concentrate Be Sold? | Argenta Silver CEO Interview

2 h 4 min · 25. juni 2026
episode 45M Ounces of Silver in Argentina, But Can the Concentrate Be Sold? | Argenta Silver CEO Interview cover

Description

❗ARGENTA SILVER 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 Chapters00:00:14 Very Important Warning00:01:05 Argenta Silver Company Overview00:04:38 Is Argenta Silver building toward production or a sale?00:08:19 Has the CEO created value for shareholders?00:14:25 How much of his time does Argenta get?00:16:34 Does the CEO have real skin in the game?00:24:30 Was cheap paper issued?00:26:18 Does anyone outside management hold cheap paper?00:27:59 Why did the CEO sell shares?00:35:59 How tight is the share structure?00:40:42 Does management hold a royalty on the project?00:41:58 Does Argenta Silver fully own El Quevar?00:47:30 Why did the previous El Quevar operator leave?00:55:36 Why did Argenta get the project so cheaply?00:58:06 What environmental liabilities did Argenta inherit?01:02:11 Can the concentrate be sold given the deleterious elements?01:20:35 Why are Yaxtché Central and West metallurgically different?01:25:14 What is Argenta's most pressing unanswered question?01:33:07 How much cash is left?01:33:21 When does Argenta raise next?01:33:46 What is the all-in drilling cost per meter?01:34:38 How many meters is Argenta drilling?01:35:17 What is the monthly G&A burn?01:36:20 What would a strategic partnership look like?01:36:57 What risks keep the CEO up at night?01:39:39 What does permitting look like for a 2030 production target?01:41:57 Are local communities supportive?01:44:43 How accessible is El Quevar?01:49:07 How does the elevation affect mining?01:50:46 What is the biggest geological risk for Argenta Silver?01:51:47 How much does Argenta spend on marketing?01:52:08 Catalyst Calendar01:54:41 What's the most fair criticism of Argenta Silver?01:58:32 Very Important Warning - DO NOT SKIPThis is an Argenta Silver interview with CEO, Joaquin Marias.

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231 episodes

episode High-Grade Gold in Australia, But Is There Enough Continuity? | Au Gold Corp CEO Interview artwork

High-Grade Gold in Australia, But Is There Enough Continuity? | Au Gold Corp CEO Interview

❗AU GOLD CORP. 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:00:01:04 Au Gold Company Overview00:04:18 What's the action plan?00:07:15 What's the CEO's trackrecord?00:22:57 Does the CEO have real skin in the game?00:25:38 Who else owns significant portions of stock?00:27:44 Is Leviathan selling shares?00:28:33 Does management personally own a royalty?00:28:46 What's the project ownership structure?00:30:02 What are the change-of-control fees?00:31:37 What KPIs drive management?00:33:49 What's the history of the Havelock asset?00:41:50 What's the historic data on water challenges?00:43:44 Why did eight operators never drill the key targets?00:48:10 Who blocked Leviathan's land access?00:52:08 Why did Au Gold get Havelock so cheaply?00:55:54 What keeps the CEO up at night about Havelock?01:00:02 Are there any inherited liabilities?01:01:07 Is there any existing infrastructure at the project?01:02:23 What's the most pressing unanswered question?01:05:02 What's the minimum viable drill program?01:06:43 How deep does the first drill need to go?01:08:36 What drill spacing is needed?01:09:02 When will they start drilling?01:09:20 What does a successful drill program look like?01:10:27 What are the odds of a discovery?01:11:27 What's the contingency if drilling fails?01:12:43 What size and grade would make this viable?01:16:13 How much capital is needed to answer the question?01:17:21 How much cash does Au Gold have?01:17:26 When will Au Gold go back to market?01:17:48 How will the next capital raise be structured?01:18:47 Which investors will they target for funding?01:19:36 Can they drill once they have the money?01:21:34 How do you get from Melbourne to site?01:23:18 Is the project accessible year-round?01:23:40 What's the water situation at Havelock?01:25:03 What geological risks keep the CEO up at night?01:26:43 How will they handle gold-antimony separation?01:28:54 What's the plan for the Ponderosa project?01:31:12 Is Ponderosa sellable or monetizable?01:32:51 What other Aussie companies is he watching?01:34:23 How much are they spending on marketing?01:36:11 Catalyst Calendar01:37:25 What's the biggest criticism of Au Gold Corp?

26. juni 20261 h 45 min
episode 15,000m Drill Program in BC, But Can the Grades Get Better? | Kingfisher Metals CEO Interview artwork

15,000m Drill Program in BC, But Can the Grades Get Better? | Kingfisher Metals CEO Interview

❗KINGFISHER METALS 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 Chapters00:00:13 Very Important Warning00:01:04 Kingfisher Metals Company Overview00:02:58 What has Kingfisher done for shareholders lately?00:04:35 Why is hole 11 re-entry slow?00:06:55 How is hole 11 being extended?00:22:35 How is the 15,000m split?00:37:17 What order will assays come in?00:40:27 How long until first assays?00:41:53 What defines success this season?00:44:41 What grades is Kingfisher targeting?00:50:20 Why bother with regional work?00:58:19 How much spend on Forrest Kerr?00:58:45 Will Forrest Kerr be drilled?01:00:43 Why not monetize Forrest Kerr?01:02:35 What about the 40-cent warrants?01:03:19 What triggers the warrant exercise?01:04:18 Are there buyers for extra supply?01:05:01 What are the risks for Kingfisher Metals?01:06:56 Why is no major involved here yet?01:10:12 Very Important Warning - DO NOT SKIPThis is a Kingfisher Metals CEO interview with Dustin Perry.

26. juni 20261 h 16 min
episode 45M Ounces of Silver in Argentina, But Can the Concentrate Be Sold? | Argenta Silver CEO Interview artwork

45M Ounces of Silver in Argentina, But Can the Concentrate Be Sold? | Argenta Silver CEO Interview

❗ARGENTA SILVER 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 Chapters00:00:14 Very Important Warning00:01:05 Argenta Silver Company Overview00:04:38 Is Argenta Silver building toward production or a sale?00:08:19 Has the CEO created value for shareholders?00:14:25 How much of his time does Argenta get?00:16:34 Does the CEO have real skin in the game?00:24:30 Was cheap paper issued?00:26:18 Does anyone outside management hold cheap paper?00:27:59 Why did the CEO sell shares?00:35:59 How tight is the share structure?00:40:42 Does management hold a royalty on the project?00:41:58 Does Argenta Silver fully own El Quevar?00:47:30 Why did the previous El Quevar operator leave?00:55:36 Why did Argenta get the project so cheaply?00:58:06 What environmental liabilities did Argenta inherit?01:02:11 Can the concentrate be sold given the deleterious elements?01:20:35 Why are Yaxtché Central and West metallurgically different?01:25:14 What is Argenta's most pressing unanswered question?01:33:07 How much cash is left?01:33:21 When does Argenta raise next?01:33:46 What is the all-in drilling cost per meter?01:34:38 How many meters is Argenta drilling?01:35:17 What is the monthly G&A burn?01:36:20 What would a strategic partnership look like?01:36:57 What risks keep the CEO up at night?01:39:39 What does permitting look like for a 2030 production target?01:41:57 Are local communities supportive?01:44:43 How accessible is El Quevar?01:49:07 How does the elevation affect mining?01:50:46 What is the biggest geological risk for Argenta Silver?01:51:47 How much does Argenta spend on marketing?01:52:08 Catalyst Calendar01:54:41 What's the most fair criticism of Argenta Silver?01:58:32 Very Important Warning - DO NOT SKIPThis is an Argenta Silver interview with CEO, Joaquin Marias.

25. juni 20262 h 4 min
episode Gold Production in 2027, But Can The Grade Hold Past the Starter Pit? | Lake Victoria CEO Interview artwork

Gold Production in 2027, But Can The Grade Hold Past the Starter Pit? | Lake Victoria CEO Interview

❗LAKE VICTORIA 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 Chapters00:00:12 Very Important Warning00:01:03 Lake Victoria Gold Company Overview00:05:04 What's the business strategy?00:12:16 Has the CEO made money for shareholders?00:15:33 Does the CEO have real skin in the game?00:17:03 Where is the rest of the paper?00:20:59 Who holds the royalty at Imwelo?00:21:32 What are the CEO's change of control fees?00:24:49 What is the history of Imwelo?00:30:06 How did Lake Victoria Gold acquire Imwelo?00:33:37 Why did the Imwelo take so long to close?00:37:42 Did Imwelo come with any liabilities?00:39:13 What is the main unanswered question?00:43:32 Will the updated PFS meet NI 43-101 standards?00:46:47 Is a bankable-level BFS coming anytime soon?00:47:28 What does the ongoing drill program look like?00:49:52 What would success mean for mine life and production?00:54:34 When exactly can Imwelo hit those production targets?00:55:33 What work is needed before first gold in 2027?00:57:26 When will the Monetary Metals gold loan close?00:58:28 Is the gold loan enough to cover all remaining work?00:59:38 How much cash do they have?01:01:16 Can they leverage the neighbor's infrastructure?01:04:21 More dilution once in production?01:06:00 Do the existing financing plans cover G&A?01:09:03 What are the biggest risks for Lake Victoria Gold?01:12:21 What is Tanzania like as a mining jurisdiction?01:16:47 What are the biggest challenges of operating in Tanzania?01:20:13 Could Tanzania's bureaucracy become a bottleneck?01:21:38 How can they avoid Tanzania's arbitration dispute history?01:23:01 What does the local community look like?01:28:06 Where does water come from?01:29:10 What is the biggest geological risk at Imwelo?01:31:13 Is mineralization confirmed to continue at depth?01:32:20 Do the pit outlines fall within the Imwelo claim boundary?01:33:14 What are the plans for Tembo this year?01:35:15 What other Tanzania companies is the CEO watching?01:38:26 What are the marketing plans and budget?01:40:27 What's the social media strategy?01:41:47 Catalyst Calendar01:42:48 What's the most fair criticism of Lake Victoria Gold?

24. juni 20261 h 52 min
episode High-Grade Silver Intercepts, But Is There Enough Scale? | Pacifica Silver Corp CEO Interview artwork

High-Grade Silver Intercepts, But Is There Enough Scale? | Pacifica Silver Corp CEO Interview

❗PACIFICA SILVER 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 Chapters00:00:12 Important Warning00:01:04 Pacifica Silver Company Overview00:03:59 What's Pacifica Silver's business strategy?00:07:58 Has the CEO created value for shareholders?00:10:19 Does the CEO have real skin in the game?00:11:53 Is there cheap founder paper still outstanding?00:13:25 How traceable is Pacifica Silver's float?00:14:13 What happens when the vendor escrow unlocks?00:16:39 Can management handle an escrow sell-off?00:17:10 Does management hold any personal royalty?00:17:57 What are the change of control fees?00:18:15 What is the CEO's current salary?00:18:30 What KPIs drive management bonuses?00:19:20 Who owned Claudia before Pacifica Silver?00:24:19 Why did prior operators never prioritize Claudia?00:26:12 Why did Capstone only drill 10 holes?00:28:48 What are the Claudia option agreement terms?00:31:53 Are there legacy liabilities from prior mining?00:32:40 Are the flooded underground workings a risk?00:34:57 Did Pacifica Silver inherit useful infrastructure?00:36:50 What is the drill program's key question?00:38:43 What data supports Claudia's exploration thesis?00:40:39 How much drilling has been completed so far?00:41:11 Where are the remaining holes going?00:43:15 Will the Justina vein ever get wider?00:46:35 Could any of this be actually mineable?00:48:07 What spacing is needed for inferred and M&I?00:50:36 What does drill program success look like?00:53:40 What are the real odds of success?00:55:19 What's the contingency if drilling fails?00:57:44 What resource size will move the needle?00:59:42 When will drilling and assays be complete?01:01:39 How much cash will Pacifica have left?01:02:45 What options exist to limit dilution?01:05:09 What keeps the CEO up at night?01:09:25 Are environmental or community risks a concern?01:11:53 What happened to the terminated community agreement?01:13:29 What is the topography and infrastructure like?01:18:49 What are Claudia's biggest geological risks?01:21:23 Catalyst calendar01:22:38 What's the biggest criticism of Pacifica Silver?

23. juni 20261 h 31 min