Best Jri Podcasts (2025)

1
Thesis Gold Just Released its PFS with Exceptional Economics and has Room to Run 26:27

Play Pause

24d ago26:27

26:27

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 …

1
Multiple Shots at a Game-Changing Discovery With a Major's Growing Support: Cosa Resources 26:23

24d ago26:23

26:23

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 ho…

1
"We Want to Demonstrate Scale": An Update from Fathom Nickel as it Grows its Gochager Project 22:44

1M ago22:44

22:44

Time Stamps Below @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 …

1
Founders Metals' Recent "Sequence of Transformative Events" That Promises to Drive Further Value 43:56

1M ago43:56

43:56

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 s…

1
"Now's The Time To Be Pushing": Why Tocvan's Gold Zones Keep Growing During This Bull Market 27:28

1M ago27:28

27:28

@tocvanventures Time Stamps Below 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…

1
Aggressively Advancing to Further Production Amidst Gold's All-Time Highs: Contango Ore 26:57

1M ago26:57

26:57

@contangoore9949 Summary and Time Stamps Below Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter to show CTGO the following I can bring to their story: https://why-invest-in-contango.com/ Link to companion article: https://juniorresourceinvesting.subst... Here’s an October update from Contango Ore (C…

1
Imminent PFS & Drill Results: Thesis Gold 18:18

1M ago18:18

18:18

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 …

1
Big and Getting Bigger: Kodiak Copper's Maiden Resource 9:33

1M ago9:33

9:33

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…

1
Canadian Gold Developers Peer Comparison: Infographic Companion Video and Finding Deep Value. 12:23

3M ago12:23

12:23

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 …

1
Boiling Over: A Critical New High-Grade Gold Discovery By Arizona Gold & Silver 11:25

3M ago11:25

11:25

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 b…

1
Allied Critical Metals Just Drilled One of The Highest-Grade Tungsten Hits of All Time 17:03

3M ago17:03

17:03

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 Bo…

1
"Unfinished Business": A Cosa Resources Drill Update as They Build Towards A New Uranium Discovery 22:07

3M ago22:07

22:07

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 …

1
Founders Metals: Growing Gold at Upper Antino in Every Direction 45:34

3M ago45:34

45:34

@foundersmetals 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 …

1
Tocvan Secures Critical Permits for Gold Production & Major Exploration in Mexico 14:46

3M ago14:46

14:46

@tocvanventures Time Stamps Below 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…

1
Learning is Discovery: Thesis Gold’s New Chief Geo And His Approach to Exploration 10:56

3M ago10:56

10:56

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 b…

1
People, Place, and Time: Why COSA.V Has What it Takes to Make (Another) Major Uranium Discovery 48:37

3M ago48:37

48:37

Time Stamps Below. @CosaResources 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…

1
Founders Metals June 2025 Update: Building the Base of a Future Tier 1 Deposit 27:29

3M ago27:29

27:29

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 qu…

1
Fathom Nickel Update: 2025 Exploration Plans for Nickel and Gold 1:13:48

6M ago1:13:48

1:13:48

Time Stamps Below @FathomNickel 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…

1
Approaching a Boiling Point: Arizona Gold & Silver is on the Verge of Critical Discovery Drilling 21:30

8M ago21:30

21:30

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 si…

1
Thesis Gold Announces Strategic Partnership with Centerra to Accelerate Lawyers-Ranch Gold Project 17:51

8M ago17:51

17:51

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 …

1
Drilling in Tier-One Gold Territory: Miata Metals 34:16

8M ago34:16

34:16

Companion Article: https://juniorresourceinvesting.subst... This is one I’ve followed for a while, including a couple of paid sub notes on them. The similarities (and therefore immediate allure) to another company I follow closely (Founders Metals) make for an awfully compelling narrative here. Consider the obvious parallels: Location of Sela Creek…

1
Contango Ore Beats Q1 Gold Production Guidance Amid Record Prices 13:00

8M ago13:00

13:00

Important Note: If you like my work, please click through here and subscribe to CTGO's newsletter so they can track the following I can bring to their story: https://why-invest-in-contango.com/ In this conversation, Rick Van Nieuwenhuyse, CEO of Contango Ore, discusses the company's recent cash distribution, tonnage delivery improvements, and finan…

1
Founders Metals Extends Van Gogh Gold Zone to 200m Depth – 72m @ 2.29 g/t Gold 17:51

8M ago17:51

17:51

Link to companion article: https://juniorresourceinvesting.subst... Back again with Founders Metals (FDR.V). They’re officially north of $6 CAD these days, breaking through ATHs alongside gold. And well-deserved considering the news they’re releasing. 72m of 2.29 gpt Au extending Van Gogh to depths of 200m, after opening it up with 28.5 of 7.12 g/t…

1
Gold Discovery Update: Tocvan Ventures Reports Strong Drill Results & Expands High-Grade Gold Zone 20:40

8M ago20:40

20:40

Companion Article: https://juniorresourceinvesting.subst... Tocvan Ventures (TOC.CN) is moving again. With the drill turning, they are starting to receive positive results from the lab that certainly appear to confirm management’s belief in their Gran Pilar project. Strong gold mineralisation has been intersected in the first-ever handful of holes …

1
“We’re definitely betting on ourselves here": Why 2025 Could be the Year for Tocvan Ventures 41:56

9M ago41:56

41:56

Tocvan Venture (TOC.CN) remains one of my top picks. It’s a tightly-held and smartly-managed gold explorer/developer operating its Gran Pilar flagship project in the world-class mining district of Sonora, Mexico. Sonora is among the cheapest places in the world to both explore and produce gold. Tocvan is working to defy the typical junior exploreco…

1
"Ticking All The Boxes": Why Oroco’s Santo Tomas copper project has what it takes to be a mine. 50:31

9M ago50:31

50:31

A new company to JRI - Oroco Resource Corp is a copper porphyry developer operating in Sinaloa, Mexico. With 6 billion pounds of payable copper (including inferred), OCO’s Santo Tomas project is no small thing, and with a tiny 1.38:1 strip ratio, strong metallurgy, and solid economics, there’s a lot to like with Oroco. However, Oroco has taken on s…

1
"This is a big project with significant scale that will get a lot of interest." Thesis Gold Feb 2025 33:47

9M ago33:47

33:47

Companion Article: https://juniorresourceinvesting.subst... Thesis Gold CEO Ewan Webster joins me again for a company update. Thesis continues its growth - both of its Lawyers-Ranch project (4.7m oz, 4.2m oz M+I) and of itself as a company and continues to offer a compelling valuation opportunity for investors - a lot of potential reward for not a …

1
Founders Metals Bags Another Brand New Discovery, Plus an Intro to VPX Pascal Voegeli 42:21

9M ago42:21

42:21

Link to companion article: https://juniorresourceinvesting.subst... The rate that Founders continues to put new discoveries on the board is impressive, this time the impressive initial results coming out of the Da Vinci target that has seen strong grade in all 5 holes released to date, including 21m of 3.24 g/t Au and 36.0 m of 2.21 g/t Au. CEO Col…

1
Giga Metals: Getting Back to Business to Search for New High Grade 25:02

9M ago25:02

25:02

With nickel sentiment and price continuing to suffer, CEO Mark Jarvis joins me to discuss Giga’s recent plans to explore for game-changing high grade. Giga's Turnagain deposit is one of the largest nickel deposits in the world, but with mediocre grade, its bulk tonnage advantages are muted in such dramatic nickel downturns as now. So, rather, than …

1
Founders Metals Does It Again: A Brand New Discovery at Lower Antino 23:42

1y ago23:42

23:42

Time Stamps Below Companion Article Found here: https://juniorresourceinvesting.subst... Bought deals, big board members, and bonanza grades - 2024 has been a heck of a year for Founders Metals (FDR.V). So despite all its successes, you might wonder why yesterday’s news release - 81.9m of 1.01 gpt au - managed to goose the share price some 12%. Col…

1
Balancing Development and Discovery: How Alaska Energy Metals Aims to Create Shareholder Value 32:34

1y ago32:34

32:34

Written Summary and Companion Article: https://juniorresourceinvesting.subst... I have CEO Greg Beischer on to talk developments in the AEMC story with him. We discuss current exploration at their Eureka and Canwell nickel targets, how AEMC has responded to adverse macro nickel conditions, AEMC’s Quebec project and its priority status within the co…

1
All the Elements of Success: Intro to Cassiar Gold & Why it (Still) Has What it Takes to Succeed. 42:55

1y ago42:55

42:55

Companion Article and Summary at: https://open.substack.com/pub/juniorr... I have on Cassiar Gold Corp for the first time. If you’ve been active in this space the past few years, there’s a good chance you have come across this one. They burst onto the scene with new management and a new land package just in time for the mini-bull run from 3 or so y…

1
Founders Metals: Bringing On Chris Taylor and B2 Gold to One of the Biggest Stories in the Industry 24:06

1y ago24:06

24:06

Back with Colin Padget and Founders Metals. It has only been a couple months since our last sit down, but the news flow Founders has put out since justifies another catch-up chat. Here, Colin fills me in on their new board appointment (one Chris Taylor), the recent $20m bought deal and $12+m strategic investment, & the requisite drill update/upcomi…

1
Arizona Gold & Silver: Permitted, Cashed Up, and Ready to Drill for the Source 20:21

1y ago20:21

20:21

Link to Companion Article: https://open.substack.com/pub/juniorr... Building off my previous conversation with CEO Mike Stark, this news update from Arizona Gold discusses how they opened a $3 million financing on Sept. 18 and closed it for $4.6 million on Oct. 3, with Sprott and Rick Rule along for the ride. That impressive show of market interest…

1
Prismo Metals Update: Palos Verdes is Officially Being Drilled, with big Further Discovery Potential 26:41

1y ago26:41

26:41

Companion Article and Written Summary: https://juniorresourceinvesting.subst... Prismo Metals have officially begun drilling their Palos Verdes project immediately adjacent to Vizsla Silver’s Panuco project. With 3000 meters budgeted, this drill campaign will test the property at depth and along strike in ways it has never been before. Success with…

1
Thesis Gold Updated PEA: “This is One of the Best Development Projects in North America." 14:32

1+ y ago14:32

14:32

Join the Community at: / discord Companion Article and Summary at: https://juniorresourceinvesting.subst... Published Sept. 21, 2024 Thesis Gold (TAU.V) has had a pretty good run over the past month or so since my site visit, rising some 60% from 60 cents to $0.95. Obviously someone has caught wind of the deep value imbalance that was (and still is…

1
AbraSilver Company Update: It Just Keeps Getting Better 36:41

1+ y ago36:41

36:41

Overview AbraSilver (ABRA.V) is a well-known name in this industry, and for good reason. It’s Diablillos project is big, high-grade, and full of potential. For some companies, an annual update might be enough to stay up to date. Not so with Abra. CEO John Miniotis fills me in on the many different important pieces of news Abra has released since we…

1
Finding the Source: Why Arizona Gold & Silver is Poised for Success 30:15

1+ y ago30:15

30:15

Link to Companion Article: https://juniorresourceinvesting.subst... Sometimes, timing is everything. Arizona's Philadelphia Property is a gold and silver vein/disseminated target located in Arizona in the Oatman Mining District (which historically produced over 2 million ounces of high-grade vein gold). Under Mike Stark as CEO, AZS has continued to…

1
"I Love Big Copper": Why Prismo Metals might find Arizona's next major copper discovery. 50:31

1+ y ago50:31

50:31

CEO Alain Lambert and President Steve Robinson join me to discuss their company Prismo Metals. Prismo had been advancing a high-grade silver+gold system in Mexico but have pivoted in the last couple of years to advance their new Hot Breccia property in Arizona's prolific copper belt. Next door to the long-lasting Christmas mine, Prismo's thesis is …

1
Tocvan Ventures Drill Update: "There's a Much Bigger System Here and We're Starting to Unlock That." 28:25

1+ y ago28:25

28:25

Written Summary and Companion Article: https://juniorresourceinvesting.subst... Tocvan Ventures is drilling again, ready to continue to rapidly advance its Pilar project to production. CEO Brodie Sutherland stopped by again for a drill campaign update and to touch on other recent news releases. Met work, the expanded land package, Mexico as a juris…

1
Kodiak Copper Webinar: 2023 Exploration Review & 2024 Exploration Preview - AI Changes Everything 53:48

1+ y ago53:48

53:48

CEO Claudia Tornquist and Chair Chris Taylor join me once again to talk recent news from their company Kodiak Copper. Kodiak continues to eat their elephant one bite at a time as they progress their massive MPD porphyry project in southern BC. We discuss 2023 results and the impact of VRIFY's powerful new tool to be used in 2024, wherein Kodiak wil…

1
Sendero Resources Exploration Update: Drilling Into La Ollita Assays and Market Expectations 30:46

1+ y ago30:46

30:46

Sendero Resources (SEND.V) released 3 more holes from its La Ollita target today. The results were not barn burners, but were still successful, particularly as part of a first drill campaign, as they delineated hundreds of meters of economic (at scale) mineralisation. Nevertheless, the market was unimpressed and SEND.V is now off its recent highs c…

1
Thesis Gold, 2023 Drill Campaign Pt. 2: The Ranch Project - Scratching the Surface 37:44

1+ y ago37:44

37:44

Thesis Gold (TAU.V) CEO Ewan Webster returns to discuss the final results from their 18,000 meter 2023 drill campaign at their 100% owned Ranch project in the Toodoggone region of BC. There was a lot of success to be found this year - areas of long intercepts of high grade gold buried within even longer intercepts of disseminated mineralization. Wi…

1
Invictus 03/25 Fireside Chat: MD Scott Macmillan Explains Why Invictus' Plans Remain on Track 2:01:00

1+ y ago2:01:00

2:01:00

Invictus - despite objective success in unlocking its Cabora Bassa basin - wallows near 52 week lows. MD Scott Macmillan joins me once again to try to reconcile what Invictus has accomplished with its current market valuations. Updates on financings (past, present, and future), the PPSA, flow testing and 2024 exploration all made it into this long,…

1
iTech Minerals Lacroma Drill Campaign in Review & Company Update: On Track to Bottom Quartile Costs 57:32

2y ago57:32

57:32

Time Stamps below. Companion Article and Written Summary: Managing Director of iTech Michael Schwarz joins me today to provide an update on iTech's Lacroma Project. The project hit a rough spot a few months back with some questionable drill results as graphite sentiment bottomed out. However, as Mike demonstrates, iTech has found success enough to …

1
Evaluating Matters: How to Value Fireweed Metals with PI Financial 38:38

2y ago38:38

38:38

Overview I sat down with base metals analyst Connor Mackay of Pi Financial to discuss @fireweedmetals. Connor covers Fireweed and I took this opportunity to pick his brain and have him show his work a little bit on the process and logic behind his work. Fireweed is a best-in-class asset that, because of this status, makes it a bit of a trick to pro…

1
Drilling it Out: Why Founders is Even Better Than You Thought it Was 27:13

2y ago27:13

27:13

Substack Written Summary and Companion Article: https://juniorresourceinvesting.subst... Recent drill results out of Founders Upper Antino project have served to redefine the potential of it. Strong drill results have become the norm for Founders, and these last few batches of results are no different. But it is not so much what has been found, but…

1
Special Guest Chris Taylor Discusses BC's New Critical Mineral Strategy: Do it Right or Do it Fast 54:49

2y ago54:49

54:49

Chris Taylor (Chairman Kodiak Copper, former CEO of Great Bear Resources) recently joined me to discuss BC's newly-released critical mineral strategy in a long-form interview meant to help investors themselves make sense of these incoming changes. Ever articulate and unafraid to express his opinions, Chris makes for a great interview and has ideas …

1
Great Projects Don't Stop Growing: Why Founders Metals' Impressive Run is Just Getting Started 1:08:14

2y ago1:08:14

1:08:14

Founders Metals (FDR.V) is already a heck of a story and is just going to keep getting bigger. Honestly, that’s it in a single sentence. Of course, CEO Colin Padget and I talked about a lot more than that in our longform intro interview - historical mining, modern exploration success, permitting, mining tailings, future plans, and much more - but a…