Antonio (Resource Talks)

Every week, I send a free newsletter containing a 5-minute summary of every Resource Talks interview. Here's the lineup from week 19: 1. Billions in Silver & Zinc in the US, but Can it Actually be Mined? 🔸 @bnkrhillmining $BNKR.V interview with Richard Williams 2. Near-Term Revenue From Mining Waste, But Can It Build a Real Mining Business 🔸 @ESGold_Corp $ESAU.V CEO interview with Gordon Robb 3. Big Copper Project, But is 1,000m of Drilling Really Enough? 🔸 @Tribeca_Copper interview with CEO, Paul Gow & President, Thomas Schmidt $TRBC.V 4. 4km Gold Trend in Finland, But is the Grade High Enough For a Real Mine? 🔸 Gemdale Gold interview with Executive Chairman, Patrick Chidley & Vice President Corporate Development, Paul Durham $GEMG.V 5. 16 g/t Gold at Surface, But Can it Be Big Enough to Matter? 🔸 @SunPeakMetals $PEAK.V interview with CEO Greg Davies 6. 1 Million Ounce Gold Target in BC, But How Much Longer Will it Take? 🔸 @InGold_Corp $IGO.V interview with CEO Randy Turner

Excellent welcome gift! @ResourceTalks

Every week, I send a free newsletter containing a 5-minute summary of every Resource Talks interview. Here's the lineup from week 19: 1. Billions in Silver & Zinc in the US, but Can it Actually be Mined? 🔸 @bnkrhillmining $BNKR.V interview with Richard Williams 2. Near-Term Revenue From Mining Waste, But Can It Build a Real Mining Business 🔸 @ESGold_Corp $ESAU.V CEO interview with Gordon Robb 3. Big Copper Project, But is 1,000m of Drilling Really Enough? 🔸 @Tribeca_Copper interview with CEO, Paul Gow & President, Thomas Schmidt $TRBC.V 4. 4km Gold Trend in Finland, But is the Grade High Enough For a Real Mine? 🔸 Gemdale Gold interview with Executive Chairman, Patrick Chidley & Vice President Corporate Development, Paul Durham $GEMG.V 5. 16 g/t Gold at Surface, But Can it Be Big Enough to Matter? 🔸 @SunPeakMetals $PEAK.V interview with CEO Greg Davies 6. 1 Million Ounce Gold Target in BC, But How Much Longer Will it Take? 🔸 @InGold_Corp $IGO.V interview with CEO Randy Turner

Thank you for reading. I wish you a great week ahead, even if you have gingerism.

Upcoming interviews get announced at the bottom of the home page on resourcetalks.com. If there are any questions you would like me to ask these companies, please send me an email or fill in the form at the bottom of the home page.

@ResourceTalks Oh you're gonna trench? Name all the escavators.

When a company starts talking about building a mine or processing plant, push them on the specifics of major equipment. Ask exactly what critical items they need, which suppliers they have ordered from, and when those components are realistically scheduled to arrive. These long-lead pieces can take 12–24+ months to manufacture and ship, so vague or hand-wavy answers here quickly expose whether the construction timeline is grounded in reality or just hopeful planning. Never take construction talk at face value. Always understand exactly what major equipment has been ordered, from whom, and when it will actually show up. This is one of the clearest ways to separate serious execution plans from future delays and disappointment. Ask & dig. I did, in our recent interview with @ESGold_Corp $ESAU.V given that they've just ordered their ball mines from China just recently and expect to be in production in Quebec soon. The CEOs answer is in the clip below. The full interview is on YT and wherever you get your podcasts.

Water. Water. Water. No water plan = no project. No matter how impressive the rocks look or how slick the promotion sounds, no water = no mine. Always ask management to explain their full water strategy in plain English. Ask about sourcing, legal rights, volume needs, treatment, recycling, discharge, and the exact permitting path. Ask& dig, and keep asking until the answer makes complete sense. @MiningCatalyst asked @bnkrhillmining $BUNKR.V about the water situation at their historic silver-lead-zinc Mine in Kellogg, Idaho which they expect to have in production soon. Their answer is in the clip below. The full interview is on YT and wherever you get your podcasts.

@jameskwantes @MiningCatalyst @ProspectorMetal Thank you for spreading the word, James! Glad you liked it.

Great 2-hr deep dive by @ResourceTalks & @MiningCatalyst w/ @ProspectorMetal CEO Rob Carpenter. Follow-up drilling on 2025 scorcher (44m @ 13.79 g/t Au, 38 g/t Ag, 1.84% Cu), distributing spinco shares to shareholders. Conflict: doing comms work for $PPP.V youtu.be/RRaw8FfdyOA?si…

Does size matter? Unfortunately for most of us, it does. When a junior mining company presents their project, keep asking until management explains the real size and scale of the exploration target in plain language you can understand, even if you’re not a geologist. Don’t settle for technical jargon or vague descriptions. Push them to clearly outline what they expect, even in ranges. How well management explains the project’s scale reveals their commercial thinking and honesty about the asset’s potential. Ask & dig. I did, in our recent interview with @SunPeakMetals $PEAK.V. The CEOs answer is in the clip below. The full conversation is on YT and wherever you get your podcasts.

@ResourceTalks Fully funded until right after you take a full position.

“Fully funded” ... but funded to what exactly? When speaking with junior mining companies, youll definitely hear "fully funded" at least a few times. But always follow that up with “Fully funded for what?” Push them to clearly specify exactly which milestones, programs, studies, permitting phases, or construction steps the current capital is intended to cover. Even if the phrase seems obvious on the surface, the way they reason through their answer matters. It shows their capital allocation discipline, timeline realism, and whether they truly understand future funding needs. The real value isn’t just the reassuring “fully funded” claim itself. It’s understanding the precise scope of what that runway could mean for the value of the underlying equity. Ask & dig. I did, in our recent interview with Gemdale Gold $GEMG.V. The CEOs answer is in the clip below. The full interview is on YT and wherever you get your podcasts.

@ResourceTalks Excellent questions. My favorite exploration team has been relogging historical cores because they have an updated thesis, and yes, I have been asking them these and many other questions. That is the way.

If the project you're looking into has any historic drilling, ask management about those old holes. Where are the assays, core photos, logs, and why certain targets weren’t followed up? These aren’t irrelevant old records. In today’s data-rich exploration environment, they serve as an important window into how thoroughly the current team has reviewed the full project history. The real value isn’t necessarily discovering a hidden high-grade intercept. It’s gaining insight into the team’s diligence and preparedness. Take note of how thoroughly and openly management responds to questions about historic holes. The strongest projects are usually led by teams that have carefully reviewed the old data and can clearly articulate the complete story of the asset. @MiningCatalyst asked @Tribeca_Copper $TRBC.V in our recent interview. The CEOs answer can be heard/seen below. The full interview is on YT and wherever you get your podcasts.