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Junior Resource Investing

JRI
Thesis Gold
Gold
Founders Metals
Tocvan Ventures
Silver
Contango Ore
Cosa Resources
Nickel
Tungsten
Arizona Gold and Silver
Gold Discovery
Mining Industry
Chris Taylor
Fathom Nickel
Mining
Allied Critical Metals
Kodiak Copper
Drilling Results
Santo Tomas
Hot Breccia Copper Project

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.

PublishesDailyEpisodes100Founded4 years ago
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InvestingBusiness

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Artwork for Junior Resource Investing

Latest Episodes

Link to companion article: juniorresourceinvesting.subst...

Time Stamps

01:45 Ian’s Intro

06:50 Compare to Thompson more directly

11:05 VTEM and Geophysical Work Now

16:30 How do you balance new model and old targets

19:30 Final Thought... more

​‪@contangosilverandgold‬

`Summary and Time Stamps Below

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: contango-ore-to-merge-wi... more

@CosaResources‬ Support my work by clicking here to subscribe to Cosa's newsletter: cosaresources.ca/contact/subs...

Link to Companion Article:

This one is in a very exciting spot. With initial results now released, Cosa Resources (COSA.V... more

Link to Written Companion Work: juniorresourceinvesting.subst...

Thesis Gold & Silver continues to put out major headlines and CEO Ewan Webster joined me for some additional insight on some recent news. First, a major development with Anglo ... more

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Recent Guests

Justin Rodko
VP Corporate Development for Cosa Resources
Cosa Resources
Episode: "Cautiously Incredibly Excited": Why Cosa Resources may be on the Verge of Another Major discovery
Colin Padget
CEO of Founders Metals
Founders Metals
Episode: Accelerating Antino: Founders Metals is Continually Building A Tier One Gold Camp
Jeremy Gillis
Director of Corporate Development and Capital Markets for Sendero Resources
Sendero Resources
Episode: Right rocks, right people, right time: Sendero Resources is hunting for a major discovery once more.
Vitor Arezes
Representative of VPEX / Valiant Critical Metals
VPEX / Valiant Critical Metals
Episode: PDAC '26 Sit-Downs: Allied Critical Metals Explains Why Tungsten Matters
Rick Van Nieuwenhuyse
CEO of Contango Ore
Contango Ore
Episode: Vancouver 2026 CEO Interviews: Contango Ore Just Keeps Getting Better
Roy Bennell
CEO of Allied Critical Metals
Allied Critical Metals
Episode: Vancouver 2026 CEO Interviews: Allied Critical Metals is on the verge of production.
David D'Onofrio
CEO of White Gold Corp
White Gold Corp
Episode: VRIC & AME Round-Up 2026 CEO Interview Series: White Gold Poised for An Exceptional 2026
Shawn Khunkhun
CEO of Dolly Varden Silver
Dolly Varden Silver
Episode: Contango Ore & Dolly Varden Merge to Create a New North American Gold-Silver Leader
Colin Padgett
CEO/Director of Founders Metals
Founders Metals
Episode: Founders Metals' Recent "Sequence of Transformative Events" That Promises to Drive Further Value

Host

Matthew
Host of the show, introduces guests and guides the discussion

Reviews

5.0 out of 5 stars from 9 ratings
  • Highly recommended

    Very informative. Great interviews with great questions.

    Apple Podcasts
    5
    nikkijla
    Canada4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Very informative and credible interviews with strong questions.
Guests often bring valuable, expert perspectives on catalysts and strategy.
The host keeps discussions focused on actionable investment insights.

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Talking Points

Recent interactions between the hosts and their guests.

Contango Ore & Dolly Varden Merge to Create a New North American Gold-Silver Leader
Q: What makes Kitsault Valley the right choice for this merger?
Kitsault's on-water location supports a low-cost logistics and infrastructure advantage, it's high-grade and silver-centric, and it complements Contango's gold-focused assets to create a balanced, North American precious metals platform.
Contango Ore & Dolly Varden Merge to Create a New North American Gold-Silver Leader
Q: Why is there no premium attached to the merger?
The guests explain that Dolly Varden previously faced hostile takeovers and that the transaction is structured to protect shareholders and unlock value through a longer-term plan, rather than paying a premium in a traditional takeover.
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time
Q: And will the recent results be included in the upcoming resource estimate and PEA?
Roy confirms that new results are expected to be incorporated, with an October resource update and a November PEA, depending on how the additional drill results develop over the coming months.
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time
Q: Could you clarify for us what's the next six months, the run to the end of the year, in terms of news catalysts we can expect from Allied?
Roy outlines continued drilling at Umberalia, a planned updated resource estimate in October, a PEA in November, and ongoing discussions with government bodies in Europe and North America to secure non-dilutive financing for production.
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time
Q: But maybe you noticed if I missed any gaps in the elevator pitch, maybe just take us through that a little bit, and then maybe introduce us to Boralia and this high-grade hit that we're talking about here.
Roy explains the timing as geopolitics and tungsten pricing come into sharper focus, and he emphasizes that the Boralia system shows robust upside with a potential for deeper, higher-grade zones while signaling a clear path to production through RC drilling and planned pilot plant financing.

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Frequently Asked Questions About Junior Resource Investing

What is Junior Resource Investing about and what kind of topics does it cover?

This program features business- and investment-focused conversations with insiders from mining and natural resources, often centering on early-stage exploration, corporate strategy, and project catalysts. Episodes frequently cover mergers or strategic partnerships, drilling results and feasibility timelines, capital markets positioning, and how jurisdictions, cost pressures, and commodity cycles shape value creation for investors. A standout pattern is the blend of technical geology discussions with practical business implications, giving retail listeners a clear sense of what drives stock and project catalysts. The show tends to attract listeners who want concrete, data-driven insight from operators, financiers, and industry observers, mak... more

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1. Mining Stock Education

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Junior Resource Investing launched 4 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Junior Resource Investing?

Recent guests on Junior Resource Investing include:

1. Justin Rodko
2. Colin Padget
3. Jeremy Gillis
4. Vitor Arezes
5. Rick Van Nieuwenhuyse
6. Roy Bennell
7. David D'Onofrio
8. Shawn Khunkhun

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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