Junior Resource Investing
Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no bullshit work to help retail investors connect with and learn from industry insiders. I believe in honesty, integrity, and strong research.
Episodes
Thesis Gold continues to confirm itself as one of North America’s most impressive gold-silver development plays. With today’s (Dec. 1) release of their PFS, Thesis has become even more impressive, demonstrating how powerful their Lawyers-Ranch project is amidst record gold prices. The boilerplate economics are fantastic (and were built using $2900 spot with gold well above $4000) demonstrating full well just how much blue sky poten...
Link to Companion Article: https://juniorresourceinvesting.subst...
Cosa continues to grow into one of my favourite stories. This is due in large part to the fact that they’ve continually modeled what I see as pre-exploration best practice - demonstrating both clear commitment and ability to making (another) major uranium discovery. With a whole host of news released in the preceding weeks - a new strategic advisor (CEO David Cates...
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@FathomNickel Link to Companion Article: https://juniorresourceinvesting.subst...
The second and final interview out of my time in Calgary. This one with Fathom Nickel (FNI.CN) CEO Ian Fraser. Ian catches me up on progress at their Gochager Lake nickel+ project with some pretty compelling above ground work that 1. Has opened up a trend of at least 3.5km of favourable (mineralised) host rock for high-grade zones ...
Link to companion article: https://juniorresourceinvesting.subst... Founders Metals keeps on building a world-leading gold discovery play. After a huge run of drill-led success, Founders has landed two major pieces the last week or two that look to fuel the next run of value creation for them: 1. A major increase in their land holdings (including significant alluvial mining and many similar traits to Upper Antino) going from 20,000...
@tocvanventures
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I took the trip down the #1 highway to Calgary a couple weeks back for some sit downs with a few clients and industry members. Below is one of those sit downs, an interview recorded with CEO Brodie Sutherland of Tocvan Ventures. Good news continues to flow out of Tocvan’s Gran Pilar gold project in Sonora, Mexico - newly-discovered zones, historical workings, positive geochem and aeromag result...
@contangoore9949 Summary and Time Stamps Below
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Link to companion article: https://juniorresourceinvesting.subst...
Here’s an October update from Contango Ore (CTGO.NYSE). Contango continues to produce high-grade, high-margin gold alongside g...
Timestamps Below @thesisgold1473
Link to Written Companion Work: https://open.substack.com/pub/juniorr...
Thesis Gold’s significant upward movement this year (+236% ytd) still hasn’t brought it to fair value by my estimation, as I demonstrated in my recent infographic. With the first 3 holes now back from the ongoing 2025 drill campaign, including a headline hole of 89.3m of 1.1 g/t Au (and ending in mineralisation) and a PFS at ...
Link to Companion Article and Written Summary: https://juniorresourceinvesting.subst...
Kodiak Copper is in the middle of a critical milestone, having released part one of their maiden resource for their MPD project (with part two due before end of year). Including inferred tonnes, the resource for the first 4 zones reported is nearly 300Mt of 0.35% CuEq. The remaining three zones will be reported before the end of the year. With p...
Link to Infographic: https://open.substack.com/pub/juniorr...
Here's a quick video of me just walking through a few ideas I have regarding my gold developers peer comparison infographic. This infographic compares four Canadian gold companies at different stages of the development pathway. Thesis Gold and Probe Gold both have imminent PFSes, Skeena Gold & Silver has a funded DFS, and finally Artemis Gold, who is swinging into fu...
Link to Companion Article: https://juniorresourceinvesting.subst...
This is a big day for Arizona Gold and Silver. After months and indeed years of build-up, Arizona looks like it is finally, excitingly, be positively confirming the significant blue sky potential management has believed in all along at its Philadelphia project in Arizona. This is because AZS has finally hit the interpreted epithermal boiling zone lurking beneath it...
Link to Companion Article: https://juniorresourceinvesting.subst...
I will get Roy on for a long-form deep dive soon, but in the meantime, recent news demanded I get him on fast to talk about it. That’s because Allied Critical Metals (ACM.CN) released what looks to be - without hyperbole - one of the best pubco tungsten hits ever recorded at its Borrallha brownfield (re)development project. 12m of 4.27% wolframite (or 6m of 8.39%) ...
Link to Companion Article:
Cosa Resources significantly and rapidly advanced its Murphy Lake North project based on the recently-announced results of their summer drill campaign. Not every drill campaign ends in discovery, but every discovery comes from the efforts of multiple drill campaigns, all of them building together to achieve the necessary critical mass of subsurface understanding to drive a new discovery. So while Cosa do...
Time Stamps Below Link to companion article: https://juniorresourceinvesting.subst...
More news out of Founders Metals recently. Drilling around their flagship Upper Antino discovery has critically expanded areas of known mineralisation along strike, laterally, and at depth. With ~30,000 meters left to be drilled and released this year, and the weather cooperating for farther afield high grade discoveries to be e...
@tocvanventures
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Companion Article: https://juniorresourceinvesting.subst...
This is a big development for Tocvan. One that has been years in the making. Tocvan's stated goal has always been to push to early stage proof of concept production, betting that their jurisdictional advantages (in Sonora, Mexico - pro mining, very cheap, many neighbouring peers) would allow them to accelerate the timeline to productio...
Link to Companion Article: https://juniorresourceinvesting.subst...
Time Stamps
01:15 Introduction to Evan and His Work
04:30 What About Your Origin Story with Thesis and What Drew You to Lawyers-Ranch?
07:00 What is your short order, high priority goal for this campaign?
08:45 How has the transition from academia and government to market geology been?
With summer exploration season upon us and another big drill campaign comin...
Time Stamps Below.
Link to Companion Article: https://juniorresourceinvesting.subst...
Cosa Resources is a junior uranium explorer operating on the eastern edge of Saskatchewan's prolific Athabasca Basin. A shrewd deal with Denison Mines has recently given Cosa a 70% option on some of the premium unexplored targets left in the region. Now with 4 holes from last winter helping them vector in, Cosa has returned to t...
Link to companion article: https://juniorresourceinvesting.subst... Founders Metals released an exploration update today, covering 4 or 5 different targets, their drill results, and future plans. Colin joined me to discuss these results, place them in context, and give a bit more of an update beyond the news release. In an effort to get this out quickly, I will skip my companion article and focus on the video and summary. With a lo...
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Link to Companion Article: https://juniorresourceinvesting.subst...
With their financing at long last closed, Fathom Nickel is in gear and in motion again in northern Saskatchewan. CEO Ian Fraser joins me once more to discuss their exploration plans for 2025, how their Gochager Lake project is on the cusp of exciting potential new discoveries, and how they continue to quietly advance their land ad...
Time Stamps Below.
Tickers AZS.V and AZASF. I sat down with CEO Mike Stark for a brief news update. Since we last spoke, the company has released a couple sets of results from their ongoing drill campaign at their Philadelphia project, acquired land for a future heap leach pad, and have announced some $3.2 million in the bank in part courtesy of significant insider option exercising. AZS is still drilling as it builds towards its ...
Companion Article: https://juniorresourceinvesting.subst...
Thesis Gold (TAU.V) came out with good news recently, announcing that mid-tier producer and Toodoggone neighbour Centerra Gold (CG.T) was getting involved with Thesis through a 9.9% strategic investment. Bringing on a strategic is a critical step in any devcos journey, and the strength of the strategic and the deal itself speaks to the strength of Thesis and Lawyers-Ranch....
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