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Resource Talks (CEO BBQ)
Resource Talks
88 episodes
1 day ago
No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco
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Investing
Business
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All content for Resource Talks (CEO BBQ) is the property of Resource Talks and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco
Show more...
Investing
Business
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$505M Copper Project in a $40M Company | XXIX Metal CEO Interview
Resource Talks (CEO BBQ)
2 hours 7 minutes 45 seconds
1 week ago
$505M Copper Project in a $40M Company | XXIX Metal CEO Interview

❗XXIX METAL HAS PAID FOR THIS VIDEO. 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.ca.



Timestamps:

00:00:00 Chapters

00:00:15 Important Warning

00:01:39 XXIX Metal Corp PEA Overview

00:02:53 Why doesn't the market care about this PEA?

00:03:58 How can they 'fix' the valuations?

00:05:30 Is the PEA better or worse than expected?

00:08:10 Is the CAPEX/NPV a concern?

00:09:46 Can they get a government grant?

00:16:00 Does Opemiska work without government grants?

00:17:23 Are the metals prices conservative enough?

00:18:43 Why did they choose 13 years for the LOM?

00:22:09 Why not do a smaller but more profitable operation?

00:24:25 Why are copper grades higher in the first years?

00:27:29 Why is the strip ratio better now?

00:28:31 How much of the strip ratio depends on the pit slope?

00:31:30 Is the deposit continuous enough to be mined?

00:34:31 How does domaining deal with structure?

00:36:25 What are the operational risks?

00:43:36 Is 20% copper in concentrate high enough?

00:46:14 Are they talking to off-takers already?

00:50:16 Is copper recovery variable?

00:52:44 Where will power come from?

00:53:45 Where will water come from?

00:56:04 What is the tailings and waste rock management strategy?

01:02:25 How will they deal with the empty historic voids?

01:06:42 How much money will they have to spend before a PFS?

01:10:26 How big could the PFS get?

01:14:40 How much more drilling do they need at Saddle?

01:15:41 Will Cook be part of the PFS?

01:24:35 Will any step out drilling make it into the PFS?

01:27:05 How much will they be stepping out?

01:30:14 Is the community of Chapais happy with Opemiska?

01:49:26 How long would the permitting process be?

01:51:27 How much money do they have now?

01:54:17 When will they have news again?

01:55:55 What do strategics care about the most?

01:59:12 What would Guy wave a magic wand at?

02:01:12 Very Important Warning - DO NOT SKIP


This is a XXIX Metal interview with CEO, Guy Le Bel.

Resource Talks (CEO BBQ)
No-BS interviews that cut through the fluff of junior mining. In-depth, uncomfortable questions, no promotional nonsense, and a focus on facts & risks. If you want some to talk up your company, go elsewhere. If you want the truth about rocks, deals, and how the hell a company plans to make money from dirt, welcome to Resource Talks. As a company that receives compensation for the creation and publication of content, we operate with a clear conflict of interest. This means that while our content aims to provide valuable insights, it should never be relied upon for investment decisions. We enco