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Resource Talks (CEO BBQ)
Resource Talks
88 episodes
2 days 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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$610M Gold Asset in a $50M Company | Fortune Bay CEO Interview
Resource Talks (CEO BBQ)
1 hour 24 minutes 56 seconds
2 weeks ago
$610M Gold Asset in a $50M Company | Fortune Bay CEO Interview

❗FORTUNE BAY 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

00:00:16 Important Warning

00:03:23 What's the catch?

00:06:39 How conservative are the CAPEX estimates?

00:07:35 Is the AISC realistic?

00:08:45 Does Fortune Bay want to build a mine?

00:10:41 Have they talked to potential buyers already?

00:12:19 What other scenarios are there?

00:16:53 What is the permitting process going to be like?

00:20:48 Did they present the PEA to the local First Nations?

00:21:48 Is being on the shores of the lake a potential community issue?

00:27:52 Does the lake influence the geology and/or slope angles?

00:30:28 How sensitive is the NPV to changes in the slope angle?

00:31:41 How sensitive is the NPV to the cut-off grade?

00:34:20 Why is the LOM not longer or shorter?

00:35:27 What's the grade reconciliation tolerance?

00:45:07 How variable are recoveries?

00:46:34 Is the gold in the granite or in the veins?

00:48:58 What are the expectations for the near-by exploration targets?

00:51:40 If they find more gold, would it be processed the same way?

00:52:55 Where will they drill next?

00:55:55 How much will be step-out vs infill?

00:57:23 When do they have to raise again?

00:58:25 Who is buying in on the recent financing?

01:00:01 When will they publish the PFS?

01:02:45 Would Goldfields strategy change if Mexico permits are obtained?

01:05:08 How much progress have they made in Mexico?

01:13:45 Is it reasonable to expect exploration in Mexico in 2026?

01:15:14 What's going on with the uranium assets?

01:16:25 What's the biggest criticism of Fortune Bay?

01:17:26 Will G&A go up in 2026?

01:19:24 Very Important Warning - DO NOT SKIP


This is a Fortune Bay interview with CEO, Dale Verran & VP Technical Services, Gareth Garlick.

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