Junior Resource Investing

PDAC '26 Sit-Downs: Allied Critical Metals Explains Why Tungsten Matters

Time Stamps Below. Link to Companion Article: https://juniorresourceinvesting.substack.com/publish/post/192036186?r=25pwww&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true VPEX Vitor Arezes of ACM.CN sat with me off-campus during this past PDAC and lifted the curtain on Allied's key advantages and why he believes people still don't fully get what's going on with tungsten. Time Stamps 01:00: Borralha PEA – What are you proud of within it? 08:30: Is the plan still to get into smaller production ASAP or do you want to maximise the mine plan before switching to production? 12:00 What do you say to people concerned about tungsten being too niche and too vulnerable to a big crash? 14:30 Supply Gap concerns: Can they be too easily filled by larger players? 17:30 Is this still a race to production though? 19:45: What do you see the actual Western supply gap at right now? 21:15: Current long-term pricing for off-takes and contracts. 25:15 Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

Vancouver 2026 CEO Interviews: Fathom Nickel is Cashed up and Drilling Once More

Link to Companion Article: https://juniorresourceinvesting.subst... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjNONFpPd25SMWZmV21tdWF1bHhyT1pKS1RyQXxBQ3Jtc0ttTWIxNGk4Ny1jeU5nUEpyRHA0WndTOVdrVjBTOGhhNU5IaVM0VHhvZHM2cEFQVU5aazZOaTdhd0YyQTZJUmxOQVhsZER3d0NUTnc2cl85VldnZllyZzhMSnlMSnUyTEVSVi1sa01jZzRjZzZ3M3V6cw&q=https%3A%2F%2Fjuniorresourceinvesting.substack.com%2Fp%2Fvancouver-2026-ceo-interviews-fathom&v=FOirE4lrmvI] Grinding through the last of my on-site Year in Preview/Review series from Vancouver (to turn around and get Toronto out right after, natch), here’s an update from Ian Fraser, CEO of Fathom Nickel (FNI.CN). Fathom remains the kind of company we should be cheering for to succeed in this sector - strong exploratory science and trustworthy leadership. As the wheels fell off the nickel market the past couple years, Fathom still managed to, if slowly, advance its Gochager nickel-cobalt project, and have developed multiple drill-ready targets. Now cashed up thanks to an oversubscribed, $4 million financing, Fathom is (as of today officially) drilling once more and seeking to discover just how big Gochager really is. Risk is high, but the reward here remains tremendous. Time Stamps 01:00 [https://www.youtube.com/watch?v=FOirE4lrmvI&t=60s] General Update 07:45 [https://www.youtube.com/watch?v=FOirE4lrmvI&t=465s] Nickel Macro Discussion 13:15 What’s Next for Fathom? Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

2026 Drilling is Underway as Fathom Nickel Looks to Discover Scale

Longstanding JRI company Fathom Nickel is drilling again. The nickel market was extremely tough for years right up until it wasn’t this past winter, and that sudden change in sentiment let Fathom raise some $4 million to at last get back to drilling. Now, CEO Ian Fraser sits down with me to go over the drill campaign at their Gochager Lake nickel-cobalt project, as well as other company news. Time Stamps 00:45 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=45s] Reintroduce the Geological Model and Exploration Thesis 03:10 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=190s] Where does historic deposit fit within that model? 0 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=360s]6:00 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=360s] Is there a risk any theoretical deposit has been remobilised and destroyed? 08:45 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=525s] How does the size of your area of geochemical anomaly compare to major deposits. 12:00 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=720s] Explain Nickel Tenor and Its Significance 14:30 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=870s] Drill Campaign Targets Overview 18:30 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=1110s] Areas C and D Discussion 22:30 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=1350s] How much will not using the helicopter save 24:30 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=1470s] Gap in Data Around Area D 28:45 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=1725s] Do you expand around known zones are strike further out for discovery? 35:00 [https://www.youtube.com/watch?v=QbDHAglRq_0&t=2100s] Final Thoughts Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

Vancouver 2026 CEO Interviews: Cosa Resources and why you need to "Trust the Process"

Support my work by clicking here to subscribe to Cosa's newsletter: https://cosaresources.ca/contact/subs... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHJYWkNpalRsMHhvSGd0b0pYLWIzcHRJTHpEQXxBQ3Jtc0trT3RmN3BwYndiOFNoN0Z1RHBZUDUydUtyX1g1bWNfQ2otdUsyVlVsWDdpOTZuTUZwX0YzUDYxckVTU09EbUExWDB3b0lMdHVyUnFwYk1zTW52MDdYbS1UREQ1RlUzNVl4QkYwZVNCS1lBanVkWnkwSQ&q=https%3A%2F%2Fcosaresources.ca%2Fcontact%2Fsubscribe%2F&v=Au1mdQQ0pUk] Link to Companion Article: https://juniorresourceinvesting.subst... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTRCbUx3VW5MSFlsaEdRVzI1Q1VPQ2pIX2tjd3xBQ3Jtc0ttdVFzOENmY1I5M0lEMXZJNHpZOThhZnlKTzFQSTFSeFJPSU9wc0ZNc0hNeFF6VG9vTzNYTlk2S1kteHQwc0JYQVlxai1MQTZiSGRaRzZWRDcxSHlKdTEteEtZNktVbFFCVGowXzkwTkp1cXowU2lTZw&q=https%3A%2F%2Fjuniorresourceinvesting.substack.com%2Fp%2Fvric-and-ame-round-up-2026-ceo-interviews-afd&v=Au1mdQQ0pUk] Another Vancouver Conference Quick Hit, this one featuring CEO Keith Bodnarchuk and Cosa Resources (COSA.V). Cosa is drilling right now on multiple high impact drill properties acquired courtesy of its JV with Uranium multi-billion dollar developer Denison Mines. I cover this one closely and am a true believer in the integrity and ability of the team. They really do feel like one of those plays that if you just let them do their thing, eventually you'll be well-rewarded for your patience. Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.

Vancouver 2026 CEO Interviews: Contango Ore Just Keeps Getting Better

Summary and Time Stamps Below Link to companion article: https://juniorresourceinvesting.subst... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTZ2S242N1FVVV9FQktSRF9BOFJPbU1DRFR3UXxBQ3Jtc0trREhmSUVITnNJelVpRW1jV2dYUnlUSFhWcGIwTHBVN0RRWDgzaDBDMTYtNVhHWXpCbXRDeVA2MUtTMThlZDBnaHU3Njl1MW5lZWJyM0ZQdEhpdS1tWndnZXZQcWt6cURwUUk1Skx1MGtfOTljYmJaQQ&q=https%3A%2F%2Fjuniorresourceinvesting.substack.com%2Fp%2Fvric-and-ame-round-up-2026-ceo-interviews-8ee&v=jIwJevfAPmM] Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to help me demonstrate following I can bring to their story: https://why-invest-in-contango.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjF3YnM4RDBkYURqekFQUGR5VzNkcGlBZXV0UXxBQ3Jtc0trNXV3dHBqOEx1QjFfTDR1aFFFWFZJVmZHOGVEWVhzWl8wMlRsWmtVSWhCTG9YZDlpT3dOaFd1b2xkMTlGak5GcmlHM1ZTSm5sbllCRVJPbzhRNkxYNEpQWGVpaV9aVXJiY3FYSjdvTzE5U3owMmhxSQ&q=https%3A%2F%2Fwhy-invest-in-contango.com%2F&v=jIwJevfAPmM] CTGO CEO Rick Van Nieuwenhuyse joins me during Vancouver conferences to talk through Contango’s 2025 in review and 2026 in preview. Contango finds itself in the midst of an impressive run of news, producing record revenue on the back of $5000 gold, announcing a merger with premium high-grade silver devco Dolly Varden, and advancing multiple projects simultaneously. And with hedges and debts cleared off in the coming months, and further acquisitions in the cards, Contango looks like it is nowhere near being done yet. Time Stamps 1:00 [https://www.youtube.com/watch?v=jIwJevfAPmM&t=60s] Rick’s Introduction 02:15 [https://www.youtube.com/watch?v=jIwJevfAPmM&t=135s] 2025 in Review 05:30 [https://www.youtube.com/watch?v=jIwJevfAPmM&t=330s] Key Milestones in 2026 08:00 [https://www.youtube.com/watch?v=jIwJevfAPmM&t=480s] Key hurdle for you to overcome to drive further rerating? Disclaimer The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR+ filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we may have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. I work hard to be independent, objective, and selective, but you should be critical of my work. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.