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

1 h 24 min · 28 de may de 2026
Portada del episodio High-Grade Gold at Surface, But Why Hasn't it Been Mined Already? | Formation Metals CEO Interview

Descripción

❗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.

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episode What Is David Morgan Actually Buying Right Now? artwork

What Is David Morgan Actually Buying Right Now?

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 Chapters * 00:00:08 Very Important Warning * 00:00:56 Are major bank analysts right to turn cautious on silver? * 00:03:09 Was Bloomberg's bearish silver call ahead of UBS and HSBC? * 00:06:55 Is solar still silver's main demand engine? * 00:12:49 Does industrial demand alone explain silver's long-term supply crunch? * 00:16:27 Why does today's silver deficit matter more than the one from 1990 to 2006? * 00:20:50 Is a US-Iran ceasefire or further escalation more bullish for gold? * 00:22:29 How important is China to the gold story? * 00:26:16 Is asteroid mining a real answer to mineral scarcity on Earth? * 00:31:22 Should copper be treated as a strategic asset rather than a commodity? * 00:35:18 Do the new mining IPOs signal where we are in the cycle? * 00:41:33 Does geopolitical tension change how David Morgan positions in resource markets? * 00:46:51 How does David Morgan rank antimony, copper, and SpaceX in a "Date, Marry, Run" game? * 00:49:20 How would David Morgan invest $100,000 right now? Mark and David Morgan discuss why major bank analysts are wrong to turn bearish on silver, what the 1990-2006 silver deficit reveals about today's supply crunch, and whether solar demand has truly peaked. They break down why China's gold accumulation signals a shift in global power, how asteroid mining and copper tariffs are reshaping the resource investment landscape, and exactly how David Morgan would allocate $100,000 across silver miners and copper stocks right now.

30 de may de 202657 min
episode $80 Million in Partner Funding, But How Much Upside Do Shareholders Keep? | Latin Metals Interview artwork

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❗LATIN 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.ca Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:04 Latin Metals Company Overview00:05:04 What has Latin Metals done since October?00:07:42 Why did AngloGold walk away from Organullo?00:16:58 Why not just drill Organullo themselves?00:18:15 How will Latin Metals pick the next Organullo partner?00:19:40 What community work is still needed at Organullo?00:20:29 Why spin out instead of option the Peruvian projects?00:26:11 Will the last Peruvian project get optioned this year?00:28:58 Is the Spinco's current CEO here to stay?00:29:26 How will the Spinco avoid disappointing?00:32:53 Whats is Moxico doing at Zaha?00:37:41 Why does hiring Dick Sillitoe matter for Zaha?00:39:42 Where is Moxico drilling first at Zaha?00:40:12 Is Zaha fully permitted?00:42:17 Is Moxico committed to 15,000 meters?00:43:13 What deposit size counts as success at Zaha?00:44:01 When could the first Zaha assays come out?00:44:34 Why did Barrick leave Cerro Bayo?00:48:15 What are the Daura Gold deal terms?00:52:20 When is the next batch of Cerro Bayo assays coming?00:53:39 Could Daura Gold walk away after the first results?00:54:55 Were the first Cerro Bayo results a technical success?00:55:30 What deposit size are they chasing at Cerro Bayo?00:59:13 What grade and tonnage makes Cerro Bayo viable?01:00:19 When must Daura Gold deliver a resource estimate?01:01:27 Why did Latin Metals start work at Ventana North now?01:07:00 Why has Ventana North never been explored before?01:09:11 Would Latin Metals do more work?01:10:46 What other portfolio projects stand out?01:13:48 Is Latin Metals looking to add more projects?01:15:01 How much will partners spend in total this year?01:16:00 How much cash does Latin Metals have?01:18:14 Will Latin Metals sell its marketable securities?01:20:24 What keeps the CEO up at night?01:24:03 What is the marketing plan for the rest of the year?01:26:38 Catalyst Calendar01:31:10 Very Important Warning DO NOT SKIPThis is a Latin Metals interview with CEO Keith Henderson.

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

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❗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.

28 de may de 20261 h 43 min
episode High-Grade Gold at Surface, But Why Hasn't it Been Mined Already? | Formation Metals CEO Interview artwork

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.

28 de may de 20261 h 24 min
episode Very High-Grade Gold in BC, But Why Did Previous Operators Fail? | Cambria Gold Mines CEO Interview artwork

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 de may de 20261 h 21 min