Resource Talks (CEO BBQ)

❗LEVATHIAN METALS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caaTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Leviathan Metals Company Overview00:03:53 What is needed for true success here?00:07:30 Is this the right CEO for Leviathan Metals?00:13:59 Do insiders have real skin in the game?00:16:17 Who are the largest shareholders of LVX?00:17:51 Does management hold royalties on the projects?00:19:09 What are holding costs and taxes?00:20:45 What are the change-of-control fees?00:21:35 What are the KPIs?00:24:08 Why did they do a roll back?00:24:52 Why is the stock falling?00:27:26 Why was Hyena Hills never drilled before?00:31:00 How does the southern part of the belt different?00:33:32 Is the sand cover deeper than MMG’s?00:34:13 How does the ground differ from Galileo’s?00:35:37 Why did Leviathan originally acquire Central?00:37:40 What is the biggest unknown at Central?00:38:37 What would success look like here?00:39:51 When are the first assay results expected?00:41:11 How far are the holes from MMG’s?00:42:17 Are they using the same geophysics as Ilala?00:43:13 Will drilling clarify the structural understanding?00:43:48 Is it the same structure as MMG?00:44:20 Where will the rest of the drilling be?00:45:29 Will initial assays be batched?00:46:31 What happens if the drilling disappoints?00:47:54 How much drilling is needed for an MRE?00:48:27 How large could the MRE be?00:49:01 How will the next step-outs be chosen?00:49:33 Is more permitting needed?00:49:56 Has portable XRF helped guide the drilling?00:51:21 Does the new land package still need permits?00:52:38 Will other projects be drilled as well?00:54:12 What could the Australian assets sell for?00:55:34 How much cash do they have?00:56:12 Does drilling beneath sand cover cost more?00:57:00 Will they raise again before assays?00:57:31 How can they drill while limiting dilution?00:59:02 Will the Bosnia/Serbia assets be drilled?00:59:47 What are the biggest risks?01:01:07 Is Botswana high-risk?01:03:45 Does Hotspur Helium overlap a company licence?01:04:37 What will they do for marketing?

❗XCITE URANIUM HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. In general, viewers, listeners, and readers are encouraged to understand that this YouTube channel is a business that aims to receive compensation for the creation & publication of content. Viewers, listeners, and readers should should always assume there is a conflict of interest, as well biases. Viewers, listeners, and readers cannot and should not rely on anything said herein and are encouraged to conduct their own research as seek professional help.The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.The views and opinions expressed in this interview are those of the guest and do not represent the views of Resource Talks and/or its affiliates and/or their personnel.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.ca.Timestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:04 Xcite Uranium Company Overview00:04:41 What is really needed for success?00:11:32 Is this the right CEO for XRI?00:22:55 Do insiders have real skin in the game?00:30:02 Do insiders own royalties on the projects?00:32:20 What are the option agreement’s terms?00:37:31 What are the change-of-control fees?00:39:48 What are the KPIs?00:44:51 Why did others abandon Don Lake?00:49:16 Was project size historically an issue there?00:53:00 Can they improve continuity?00:56:51 Are there legacy liabilities?01:01:04 Could the Lorado Mill Site eventually be used?01:02:50 Has historic mining caused First Nations opposition?01:09:27 What is the biggest unknown today?01:10:51 What would assay success look like?01:14:38 What is the modern minimum mining width?01:16:56 Does radioactivity correlate with Don Lake grades?01:18:38 What if the first-pass drill program misses?01:21:01 What qualifies as a AAA target?01:23:34 When are assays expected?01:25:38 What will the current exploration program cost?01:26:51 What is the biggest risk for XRI?01:30:23 What is the biggest criticism of Xcite Uranium?01:32:40 Catalyst Calendar01:36:30 Very Important Warning - DO NOT SKIPThis is a Xcite Uranium interview with CEO, Jean-Francois Meilleur.

❗AXO METALS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caaTimestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:03 Axo Metals Company Overview00:05:02 What's needed here for success?00:08:41 Does the CEO have a good track record?00:13:25 Does the CEO have real skin in the game?00:14:57 Did anyone receive cheap stock?00:17:10 Do insiders have skin in the game?00:18:31 Who else owns stock?00:21:13 Does management hold royalties on any projects?00:23:00 Do they fully own San Antonio?00:25:36 Would they sell another royalty?00:26:43 What are the KPIs?00:31:13 Why did Alamos Minerals leave San Antonio?00:38:40 Can historical data improve the mine plan?00:41:17 Why did Osisko leave San Antonio?00:50:54 Why were historical holes excluded from resources?00:53:22 Have they redrilled any historical holes?00:56:18 Do community disputes still affect San Antonio?00:59:40 Are historical environmental liabilities still outstanding?01:02:10 Were soils and water environmentally tested?01:04:43 What is San Antonio’s biggest unknown?01:08:51 How is the three-rig drilling program progressing?01:09:51 How will remaining drill results be released?01:10:48 How many holes will there be?01:11:19 When will the current drilling finish?01:12:30 What does drilling cost per metre?01:13:02 Did they drill El Tigre?01:15:53 How much infill vs step-out?01:16:52 Is mineralization appearing in modeled waste?01:19:01 What cutoff grade will they use?01:20:46 Could Luz del Cobre connect with Sapuchi?01:25:11 What would make the program successful?01:26:37 What would failure look like?01:28:42 Can this work on oxides alone?01:31:12 When will they shift from exploration to construction?01:34:26 When will they release a PEA?01:36:41 Is any other permitting needed?01:38:36 How much cash do they have?01:40:15 Will they look for offtake agreements?01:40:50 How much do they spend on G&A?01:42:29 How much do they spend on marketing?01:44:08 What are the biggest risks?01:46:32 Do they have enough water?01:47:20 What are they doing with La Huerta?01:49:20 How important is silver to San Antonio?

❗TRIBECA RESOURCES HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caaTimestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:02 Tribeca Resources Company Overview00:03:21 What have they done for shareholders lately?00:07:38 Why is the stock not going up?00:10:14 When are the assay results expected?00:11:14 How much cash do they have?00:13:54 How have strategic discussions progressed?00:17:54 What is the biggest unknown at Jiguata?00:20:32 What would answering the question cost?00:22:20 Why was the Gaby acquisition accelerated?00:24:46 Why did the exploration levy increase?00:28:22 Will the revised Gaby terms cost more?00:28:40 Why was a fourth drill hole added?00:30:04 Why is Cetro Dorado prioritized?00:32:55 Will La Soberana be drilled soon?00:34:24 How deep would the priority targets be drilled?00:38:05 Could El Trono host mineralization?00:41:48 How useful is MT geophysics at Jiguata?00:45:28 How do geophysics and geochemistry align?00:47:07 Could the porphyry be linked to the lithocap?00:48:37 Is Jiguata Miocene or Eocene?00:49:27 Could overlapping geological events complicate exploration?00:50:06 IS Jiguata's mineralized system poorly preserved?00:52:13 What is needed before drilling Jiguata?00:53:57 How long could community engagement take?00:54:49 What is the community's most sensitive issue?00:56:01 How will water be managed for drilling?00:56:51 How will seasonal conditions affect Jiguata drilling?00:59:32 How much drilling is expected in Phase 1?01:00:34 Could the company end up with two flagships?01:07:05 Could Jiguata drilling be delayed for La Higuera?01:08:34 Is further land consolidation still needed?01:10:06 What is the biggest geological risk?01:11:31 What would early drilling success look like?01:12:29 What is the biggest business risk?01:15:15 Catalyst Calendar01:18:11 Very Important Warning - DO NOT SKIPThis is a Tribeca Resources interview with CEO, Paul Gow & President, Thomas Schmidt.

❗NATIONS ROYALTY HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of YouTube ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caaTimestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 Nations Royalty Company Overview00:06:19 What could drive a re-rate?00:10:53 Is this the right CEO for Nations Royalty?00:14:29 Do insiders have real skin in the game?00:20:39 How can selling pressure be limited?00:21:59 Can Nisga’a Nation monetize without selling?00:23:13 How can stock liquidity improve?00:26:45 What are the change-of-control fees?00:28:58 What are the KPIs?00:30:38 How do Brucejack economics affect payments?00:35:14 Are taxes or NSRs preferred?00:36:36 What progress has been made on deals?00:43:47 Why has nobody copied the model?00:51:22 What are others doing wrong with First Nations?00:57:03 Why is Brucejack’s payment percentage undisclosed?01:01:55 When do higher Brucejack taxes boost payments?01:07:15 Can Brucejack alone cover corporate costs?01:09:27 When could Premier and Red Mountain pay?01:12:15 How large could the first payment be?01:14:28 What remains on Premier’s permitting path?01:16:28 Could shared infrastructure affect payments?01:19:06 What's going on at KSM?01:25:54 Does the company receive 11% of KSM taxes?01:30:46 How does the Kitsault royalty work?01:34:08 When could Kitsault start paying?01:37:07 Would the company buy third-party NSRs?01:41:26 What is the biggest risk for NRC?01:46:53 What pushback comes from First Nations?01:51:17 Catalyst Calendar01:53:33 What important topic was missed?01:54:43 Very Important Warning - DO NOT SKIPThis is a Nations Royalty interview with CEO, Derrick Pattenden.