Jamie Keech

Legendary short-seller, @Carson_C_Block, built his career—and his reputation—shorting stocks. So why does his fund own 14% of a Canadian junior gold miner? Full interview on YouTube: youtu.be/vp9xLWoWj-4

“How often do you come across a portfolio where the development assets are effectively paid for by existing production?” Heliostar’s new Chairman James Perry shares why he joined the board - and the long term value he sees in the company. Watch the full interview with @Jamie_Keech: youtube.com/watch?v=df3-jC…

“How often do you come across a group of assets where the development asset is effectively going to be paid for by the ancillary production?” I sat down with @HeliostarMetals Chairman James Perry to discuss why he joined Heliostar and how management sees a path to 500,000 oz with limited dilution. $HSTXF | $HSTR | $HSTR.v

@muddywatersre Hi Carson @muddywatersre and Jamie @Jamie_Keech Top notch interview. Thanks.

@miningstocks @muddywatersre 🙏 thanks!

This is one of the most - if not THE most - in-depth video interview I've ever done, covering how I became a short seller, birthing the self storage industry in China, and a fantastic gold company of which I'm on the board ($MINE / $MFG.CN).

$MFG's largest shareholder, @muddywatersre's CEO Carson Block, was featured on @ResourceInsider discussing the often-overlooked mining sector. More investors are realizing the diversification benefits of gold in multi-asset portfolios. 📺 Watch here: youtube.com/watch?v=vp9xLW…

Dibs on the gold & copper…

The next industrial age.

We’re genuinely going to spend over a trillion dollars building data centers. This is good for natural gas.

I love living in a world where Nassim Taleb is a mining promoter.

@bmbrigham could you please open up your DM's to me? I'd love to invite you on my podcast: The Resource Insider Podcast to talk about what your building at Atlas!

This is a good example of the permitting hell that is Canada. But this barely touches the reality, I was working on the permitting of this project for Baffinland in 2012!! And it has been going for years at that time.

Most junior miners never become producers. Oxiana is one of the few. Tony Manini helped take this tiny junior from a ~$3M market cap into a multi-billion-dollar copper-gold producer in ~8 years. Today, he’s a partner at EMR Capital and Chairman of @AndinaCopper and @C3Metals, and has built multiple resource companies along the way. We talk frontier exploration, company-building, and what it takes to turn a good deposit into a financeable asset. Full interview in the comments👇

@AgrisAcademy Thanks Jeff. Would you like to come on my podcast to tell this story in detail?

My Venezuela experience as head of trading in the region for Cargill. Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people. 1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside 2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime. 3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal. 4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material 5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours. 6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable. 7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets 8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen 9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry. 10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings. This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first. Jeff Kazin Former head trading Cargill

Truly an exciting beginning of the year for upstream M&A. Congrats to the @DeptofWar for the hugely accretive deal 👏

@arashi_capital @WestJet 🤣 Worst airline.

@Jamie_Keech @WestJet Bro I’m mid-WestJet flight reading this and they really felt the need to tell us the toilet flushes with no water 💀

I’ve flown airlines from nearly every continent and have long suspected @WestJet is one of the worst run airlines on the planet. This suspicion was affirmed yesterday. @WestJet simultaneously cancelled 4 flights out of the Cancun airport at midnight. They told us not to worry, they had booked us hotels, transportation and flights the next morning. But when we got through security it turns out there was nothing. No staff. No info. No plan. Instead of hotels you left hundreds of families stranded - forced to sleep on the floor. Children crying. Holiday plans ruined. I fortunately woke up this morning (on the floor) and remembered @WestJet is trash and run by imbeciles so I immediately booked another airline home. Which, it turns out, was the right move because you just cancelled my flight (and many others) AGAIN. Leaving ppl stranded for 2 days and counting… The reason given? Staffing issues. You suck WestJet I pray that Canada someday has a competitive airline industry and you are put out of your misery. The world will be a better place. Screw you, Jamie

@Le_Gwy @WestJet Brutal.

@Jamie_Keech @WestJet Later*

In Episode 2 of the Resource Insider Series, @Jamie_Keech and Charles explore Ana Paula, highlighting what makes its high-grade panel unique, how bold technical decisions are unlocking gold, and why this project could become the cornerstone of Heliostar’s growth. Rewatch episode 2!