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Antonio (Resource Talks)

@ResourceTalks • 14,317 subscribers

I have real conversations about mining and metals (the most expensive hobby that isn't all that fun to begin with).

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I went to the Precious Metals Summit in Beaver Creek, Colorado last week and asked 5 experts whether: - this is a real bull market, - what's going to outperform, and - when the bull market will be over. Part 2 coming next week.

I went to the Precious Metals Summit in Beaver Creek, Colorado last week and asked 5 experts whether: - this is a real bull market, - what's going to outperform, and - when the bull market will be over. Part 2 coming next week.

Antonio (Resource Talks)

54,876 Aufrufe • vor 10 Monaten

I Went to Africa to See How They Find Gold 2-hour boots-on-the-ground vid at Awalé Resources (TSX-V: ARIC) 🟠' Odienné project in Côte d’Ivoire. Looked at maps, termites, drill rigs, and a bunch of other things. $ARIC.V

I Went to Africa to See How They Find Gold 2-hour boots-on-the-ground vid at Awalé Resources (TSX-V: ARIC) 🟠' Odienné project in Côte d’Ivoire. Looked at maps, termites, drill rigs, and a bunch of other things. $ARIC.V

Antonio (Resource Talks)

40,934 Aufrufe • vor 7 Monaten

"Money is made on the delta between price and value," Rick Rule told me at the PDAC earlier this month. "Everybody pays attention to the stock quote, but most don't do the work to ascertain value," Rick Rule added. Too many nuggets in this one to quote in here. Watch it.

"Money is made on the delta between price and value," Rick Rule told me at the PDAC earlier this month. "Everybody pays attention to the stock quote, but most don't do the work to ascertain value," Rick Rule added. Too many nuggets in this one to quote in here. Watch it.

Antonio (Resource Talks)

21,043 Aufrufe • vor 3 Monaten

Michael Gentile told me he looks at hundreds of companies each year, and he says "yes" to less than 1% of them. So, I asked him what the 99% looks like. His answer is in the clip below. The full interview is on YT and wherever you get your podcasts.

Michael Gentile told me he looks at hundreds of companies each year, and he says "yes" to less than 1% of them. So, I asked him what the 99% looks like. His answer is in the clip below. The full interview is on YT and wherever you get your podcasts.

Antonio (Resource Talks)

13,507 Aufrufe • vor 2 Monaten

Uranium didn't perform as well as many interviewees in 2024 expected. What went wrong, and is the bull market over? "Nothing went wrong", Rick Rule told me. "The people around the story have invested in a 5-year narrative, and they have a 3-month strategy", he added.

Uranium didn't perform as well as many interviewees in 2024 expected. What went wrong, and is the bull market over? "Nothing went wrong", Rick Rule told me. "The people around the story have invested in a 5-year narrative, and they have a 3-month strategy", he added.

Antonio (Resource Talks)

54,184 Aufrufe • vor 1 Jahr

What Could Break Mining Stocks in 2026? The wrong team? The wrong geology? The wrong jurisdiction? Their stock prices being too high? I asked some folks at the VRIC 2026 edition, which apparently was the busiest it's ever been. Full thing on YT now.

What Could Break Mining Stocks in 2026? The wrong team? The wrong geology? The wrong jurisdiction? Their stock prices being too high? I asked some folks at the VRIC 2026 edition, which apparently was the busiest it's ever been. Full thing on YT now.

Antonio (Resource Talks)

15,087 Aufrufe • vor 5 Monaten

PDAC 2026 was a sign of the times. No more bear nuts and pretzels. Cocktail receptions had sushi and lobster instead. I asked Rick Rule + 15 others what some of the mistakes we keep repeating are, and some of the answers were not what I expected. Full thing on YT now.

PDAC 2026 was a sign of the times. No more bear nuts and pretzels. Cocktail receptions had sushi and lobster instead. I asked Rick Rule + 15 others what some of the mistakes we keep repeating are, and some of the answers were not what I expected. Full thing on YT now.

Antonio (Resource Talks)

10,695 Aufrufe • vor 4 Monaten

WNA Symposium 2024 Recap with: - Uranium Insider Justin Huhn - Yellowbull Mart Wolbert - Ocean Wall Ltd's Ben Finegold - enCore Energy Corp. (NASDAQ:EU | TSX.V:EU)'s Paul Goranson - @BaselodeE's James Sykes Uranium sentiment check. Watch it ->

WNA Symposium 2024 Recap with: - Uranium Insider Justin Huhn - Yellowbull Mart Wolbert - Ocean Wall Ltd's Ben Finegold - enCore Energy Corp. (NASDAQ:EU | TSX.V:EU)'s Paul Goranson - @BaselodeE's James Sykes Uranium sentiment check. Watch it ->

Antonio (Resource Talks)

31,592 Aufrufe • vor 1 Jahr

If the project you just picked up is as good as you hope it is, how come nobody beat you to it? Mineral projects don’t usually sit ignored for no good reason. If something is obviously low-risk, high-margin, and scalable, the majors, sharp mid-tiers, locals, and funds usually sniff it out early. So, being first is rarely proof you’re brilliant. It’s proof you’re early to something, and you need to know what. Sometimes the reason is harmless. It could've been the wrong cycle, wrong commodity, old data misread, or nobody drilled it properly, jurisdiction is only opening up now, etc, etc. Other times it’s lethal. It's often metallurgy, permitting, infrastructure, land title, water, community pushback, geometry that looks great on a slide and awful in a pit shell, etc etc. The only acceptable answer is specifics. Who looked? Did they drill? What did they drill? What did they find? Why did they walk away? What has changed since? Sun Peak Metals $PEAK.V recently picked up copper-polymet projects in Saudi Arabia, so I had to ask:

If the project you just picked up is as good as you hope it is, how come nobody beat you to it? Mineral projects don’t usually sit ignored for no good reason. If something is obviously low-risk, high-margin, and scalable, the majors, sharp mid-tiers, locals, and funds usually sniff it out early. So, being first is rarely proof you’re brilliant. It’s proof you’re early to something, and you need to know what. Sometimes the reason is harmless. It could've been the wrong cycle, wrong commodity, old data misread, or nobody drilled it properly, jurisdiction is only opening up now, etc, etc. Other times it’s lethal. It's often metallurgy, permitting, infrastructure, land title, water, community pushback, geometry that looks great on a slide and awful in a pit shell, etc etc. The only acceptable answer is specifics. Who looked? Did they drill? What did they drill? What did they find? Why did they walk away? What has changed since? Sun Peak Metals $PEAK.V recently picked up copper-polymet projects in Saudi Arabia, so I had to ask:

Antonio (Resource Talks)

10,148 Aufrufe • vor 5 Monaten

Seems like Ross Beaty disagrees with most of you. "Obviously, if you have a genius with a hopeless property, he's gonna lose money. So, it's a stupid observation to say 'oh, it's the people'. Of course not. (...) it's everything."

Seems like Ross Beaty disagrees with most of you. "Obviously, if you have a genius with a hopeless property, he's gonna lose money. So, it's a stupid observation to say 'oh, it's the people'. Of course not. (...) it's everything."

Antonio (Resource Talks)

14,531 Aufrufe • vor 11 Monaten

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