Junior mining interviews with proven teams — exploration wins, discoveries, smart M&A. Hosted by Dan 🎙️ New episodes on YouTube.Not investment advice DYODD
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📰 Some exciting news…
On March 1st, this account will officially rebrand to align with my YouTube and Substack — both under:
💡 The Resource Update
The mission is evolving — but a few core principles are locked in:
We will prioritize featuring junior mining companies with:
☑️ Proven discovery / exploration success
☑️ A track record of accretive M&A
☑️ Meaningful insider ownership
To deepen our collective knowledge base, we’ll also host conversations with:
☑️ Sector professionals
☑️ Thought leaders
☑️ Active investors
We’ve already kicked things off on YouTube with interviews featuring:
@BlueMoonMetals ($MOON.V / $BMM)
@RidgelineNV ($RDG.V / $RDGMF)
New interviews go live every Tuesday.
If you’re interested in disciplined junior mining exposure and thoughtful sector insights — subscribe below:
📺 piped.video/@TheResourceUpda…
Looking forward to building this with you.
#mintwit #gold #silver #copper #lithium #uranium #juniormining #exploration #development #producers #royalty
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The Resource Update ⛏️ retweeted
Rick Rule: Monetary Destruction, Oil Shocks & the Gold Producer Ladder #... piped.video/w8re4CXmdFM?si=a6Yc… via @YouTube 09-27-2026
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Had a great discussion 🎙️ with Rick Rule @RealRickRule recently. We spoke on gold, silver, monetary purchasing power degradation and oil in light of the Middle East impacts. We also touched on gold producers with a latter of 2 questions on each type. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
piped.video/watch?v=w8re4C…
#gold #silver #oil $XOM #mining #mintwit
@TheMiningBull @simonkuipers @AllStreetsWolf @MagonPeter @jenstilmanydots @jmillette77
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Thumbnails:
00:41 Introductions
Gold, Silver & Monetary Destruction
01:49 Precious metals bull market: current phase
02:18 Fed rate hike
06:03 Long-term Fed outlook & gold impact
09:45 Silver supply deficit: does it change Rick's view?
13:01 When silver catches up to gold
Oil Shock
15:48 Strait of Hormuz/Saudi pipeline: geopolitics vs. real supply story
22:41 Peak oil: Rick vs. the common narrative
24:22 How long until oil producers realize price gains
25:57 Exxon Mobil: Rick's current take
28:25 How elevated oil prices affect gold producers
Gold Producer Ladder
Single-Asset Producers
30:31 What separates a fundable junior from the rest?
32:46 What jurisdiction margin of safety is needed?
Mid-Tier Producers
34:47 What makes them worth owning?
38:21 Where we are in the mid-tier M&A cycle
Major Producers
41:37 Discipline vs. cyclical amnesia
43:25 What's driving the premium on majors
44:21 Rick ranks your portfolio
44:45 Rule Classroom
45:56 Rule Investment Symposium 2026
47:03 Important Disclaimer
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Always great to speak 🎙️with @RealRickRule, here is a clip from our interview last Thursday (just editing it now - for release in next few days). Rick speaks about the question oil investors must confront in the wake of the oil shock and current landscape.
The full interview will also cover gold and silver, monetary degradation and questions on gold miners of all sizes.
Enjoy!
Not investment advice. Always do your own due diligence.
piped.video/watch?v=V0xbe6…
#gold #silver #oil #investing #mintwit
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
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It was great to speak 🎙️with @Brien_Lundin recently on the current bull market in precious metals. He thinks it’s The Big One! Here’s a quick clip and will link to full interview below.
Not investment advice. Always do your own due diligence.
piped.video/shorts/nSpEsei…
#gold #silver #mining #mintwit
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Had a great discussion with 🎙️Brien Lundin @Brien_Lundin recently. Brien is very enthused with the current metals ⛏️ bull market! We touched on gold, silver, and some of his big wins, some lessons and Ridgeline’s recent NGM transaction, the Barrick NA IPO, Banyan & their district neighbours and more. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
piped.video/watch?v=-TT1hu…
Companies mentioned:
$RDG.V $BYN.V $B $SUM.V $EMPR.V $GLAD.V $PPP.V $GBR
@GoldNewsletter #gold #silver #exploration #mining #investment #mintwit
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00:23 Introductions
Macro Thematics in Precious Metals
00:56 Where are we in the Gold Cycle?
02:37 Thoughts on debasement & retail participation
04:28 What Closes the gap for silver?
Winning trades & things to look out for
05:38 First winning trade
08:11 Individual investor advantage
08:52 Great Bear Resources Win
09:45 Trends support biggest & best bull market ever
10:39 Exploration sector trends in losses
12:13 What types of companies is Brien looking at now?
Nevada M&A
15:14 Ridgeline Minerals Asset Sale to NGM
16:18 Discussion on Selena next steps
18:20 Barrick North America IPO
Royalty Companies
20:11 Royalty Co’s place in portfolio?
20:55 Differentiation for royalty companies
21:55 Overview of Empress & Summit
Yukon Gold
23:11 Banyan Gold
25:57 Parallels to Agnico consolidation in Finland
26:51 Gladiator Metals
27:20 Prospector Metals
Vizsla Copper
28:00 Latest News - Agnico vending 2 projects for 19.99% stake
30:15 Thoughts on recent high grade hits at Woodjam
Brien’s Newsletter & Conference
31:22 Gold Newsletter
32:45 New Orleans Investment Conference
Outro
36:23 Important Disclaimer
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I sat down🎙️ with Jason @JasonJessup22 at Magna Mining @MagnaMining recently. They have a dynamic setup: a high grade, modest output producing copper, nickel, pge mine and 2 larger development ones in the queue. All mines are in Sudbury a small city and historic mining region in Ontario. Alpayana out of Peru just invested $140 million to accelerate the latter of the two in sequence. Enjoy!
Timestamps in replies.
Not investment advice. Always do your own due diligence.
piped.video/watch?v=bu7wCE…
$NICU.NE $NICU #copper #nickel #pgm #gold #silver #mining #development #exploration #mintwit #investing $DC.A
@AllStreetsWolf @MagonPeter @TheMiningBull @simonkuipers @geigercounting
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Company Structure
00:24 Intros
00:40 Overview of Magna Mining
01:22 Jason’s Background
03:08 Learning’s brought to Magna
05:09 Key management & board members
08:55 Sharestructure & insider ownership
10:14 Institutional holders
10:51 Any warrants?
McCreedy West
11:10 McCreedy West - producing mine
13:22 Annual production at McCreedy West in copper equivalent
14:32 Potential to extend McCreedy West mine life
15:25 Phase 2 or ramp up levers at Mcreedy West
17:12 Current margins
18:14 Who processes the rock?
19:10 McCreedy West will be the smallest mine
Levack
20:07 Levack Overview - metals and scale
22:19 Size of 2026 drilling program at Levack
22:59 Ballpark scale of Levack production
23:44 Financing mechanisms available for Levack and Crean Hill
Crean Hill
25:16 Metals mix and development cadence
26:18 PFS in Q3 & development timeline
27:25 2024 PEA metrics
Sudbury As A Jurisidiction
29:30 Area proximal to projects for support and mining expertise
31:08 First Nations support & license to operate
32:26 Magna’s strategic advantage in the camp
Podolski & Shakespeare Development Projects
33:04 Overiew of the two projects
33:18 Podolski geology & size
34:54 Shakespeare mine type & infrastructure requirements
Finances
36:05 Alpayana’s investment speeds up Crean Hill timeline
Next Steps
37:21 What keeps Jason up at night?
39:46 Top Catalysts for Next 6 to 12 months
42:44 Tickers, website and email contacts to learn more
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The Resource Update ⛏️ retweeted
There was @CapitanSilverC.
Then @BlueJayGoldCorp.
Now, we're working on Ravena.
If you're interested in #juniormining and #criticalminerals, this conversation with @CdnResourceInv is one you don't want to miss 🎥
Had a great discussion 🎙️with John-Mark & Julian at Riverside Resources @rivres about their BC projects, their new Ravena spin-out (Mexico projects and the overall company model. We also touch on 2 prior spin-outs: Capitan Silver & Bluejay Gold. Enjoy!
Not investment advice. Always do your own due diligence.
piped.video/watch?v=G_qVni…
$rri $capt $jay #exploration #projectgenerator #mining #gold #silver #mintwit #crd #ree $rri.v $capt.v $jay.v
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
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Not too many junior mining company’s do spin-outs, less have done 2 and even less have done 3. But since 2020, that’s exactly what John - Mark and the Riverside Resources @rivres team has done!
✅ 2020 - Capitan Silver
✅ 2026 - Blue Jay Gold
✅ 2026 - Ravena Resources (soon to list)
They dividend out shares to $RRI shareholders at the time of transaction and keep a royalty for later.
I had a great chat🎙️ with John - Mark and Julian from Riverside (and now Ravena) Enjoy! 📺⬇️
Not investment advice. Always do your own due diligence.
piped.video/watch?v=G_qVni…
#gold #silver #exploration #projectgenerator #mining #mintwit
$CAPT.V $JAY.V $RRI.V
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Had a great discussion 🎙️with John-Mark & Julian at Riverside Resources @rivres about their BC projects, their new Ravena spin-out (Mexico projects and the overall company model. We also touch on 2 prior spin-outs: Capitan Silver & Bluejay Gold. Enjoy!
Not investment advice. Always do your own due diligence.
piped.video/watch?v=G_qVni…
$rri $capt $jay #exploration #projectgenerator #mining #gold #silver #mintwit #crd #ree $rri.v $capt.v $jay.v
@TheMiningBull @simonkuipers @MagonPeter @jmillette77
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It was great 🎙️ to speak with Jonathan Goodman, CEO of @DundeeCorp and a legend in the business.
Here he shares a view that bucks the trend for many developers in North America. He is speaking about a real example in Yancocha - a storied mine the team was partnered on. It also applies to Dundee’s pivot to operatorship that is now underway.
Here’s a clip and full interview is in comments.
Not investment advice. Always do your own due diligence.
piped.video/shorts/J-ZZik_…
#mining #gold #exploration #mintwit
@MagonPeter @TheMiningBull @jmillette77 @Fantastic_MrSTX @EdgeExploration
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It was great to speak 🎙️ to the legendary Jonathan Goodman - CEO at @DundeeCorp recently.
We touched on many topics including lessons he’s learned in his decades in the space, the Yanacocha mine, the recent Ausgold sale, and most importantly Dundee Corps current transformation from merchant bank to operator with their earn-in at Shovelnose with @westhaven_inc . Enjoy!
Not investment advice. Always do your own due diligence.
piped.video/NVw0zZHUrJ0
Timestamps in replies.
$DC.A.TO $DDEJF $WHN #gold #development #exploration #mining #mintwit #jonathangoodman
@TheMiningBull @simonkuipers @AllStreetsWolf @MagonPeter @jmillette77 @Fantastic_MrSTX @EdgeExploration
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Timestamps:
00:29 Intros
01:29 What pulled Jonathan into the resources space & what lesson does he carry?
02:57 Rebuilding Dundee as a mining focused entity
05:40 How Jonathan evaluates team and projects
07:44 How do you decide what kind of investment you will make?
09:20 A deal that changed Jonathan’s perspective: Bonaventura’s Yanacocha
14:02 The importance of early payback on projects
14:28 People are using studies the wrong way
17:01 Part 2 - Dundee Corporation today & recent transactions
17:33 60/40 Earn-in with Westhaven on Shovelnose
18:56 Ausgold sale to Oceana Gold
20:36 Dundee’s Primary Focus: Shovelnose Earn-In
21:24 Recent drill results expand Shovenose at depth
21:22 Overview of exploration plan at Shovelnose
22:59 Geological upside of Shovelnose project
24:04 Drilling for 2026 and to get to PFS
25:22 Shovelnose - thoughts on 40% outside of current earn-in
27:10 TauRx holdings - a unique asset
28:49 What will Dundee look 3-5 years from now
30:44 Dundee’s latest share trend and valuation gap
31:46 Dundee’s work with the Ausgold board
34:14 Westhaven management team
35:51 The most exciting catalysts for the coming 12 months
37:09 Important Disclaimer
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The Resource Update ⛏️ retweeted
In the new episode of The Resource Update, Rick Van Nieuwenhuyse, CEO, shares insights into Contango's operations, exploration projects, and strategic outlook in the gold and silver mining industry.
Discover how high-grade assets, tier-one jurisdictions, and innovative models position the Company for growth and value creation: piped.video/watch?app=deskto…
$CTGO
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Spoke 🎙️ to Rick at Contango @OreContango recently. He walks through the producing Manh Cho JV with Kinross, plus their Lucky Shot, Johnson Tract and Kitsault Valley projects. Lots of exciting stuff happening…drilling, roads under construction, studies… you name it! He also lays out the 3-5 year plan of getting to 200k ounces/ year gold and 5 million ounces silver p.a. Enjoy! Link 📺
Not investment advice. Always do your own due diligence.
piped.video/watch?v=H-EbNT…
Timestamps:
00:20 Introductions
00:47 Overview of Contango
03:23 Rick’s background
05:34 Key management & directors
07:31 Share structure
08:15 Notable institutional shareholders
08:46 Manh Cho - producing mine jv w/ Kinross
10:40 2026 & 2027 production and costs
11:42 Life of mine for Manh Cho
12:20 Cashflow for 2026 at Manh Cho
13:13 Lucky Shot Exploration - current work and objective
16:39 Lucky Shot timelines and all in sustaining costs
17:37 Mine build & permitting advantages of direct ship ore model (DSO)
19:03 Johnson Tract current activities
21:15 JT Fast 41 inclusion and permitting support
21:55 Johnson Tract exploration plans & feasibility study
22:57 Johnson Tract annual output and metals mix
24:07 Kitsault Valley and updated MRE timeline
25:27 This years exploration program at Kitsault Valley
26:04 Kitsault - timing of next assays and cadence
28:07 Next steps at Kitsault and PEA timing
29:49 Summary of project and production build-out
30:46 Removal of Manh Cho hedges
32:15 Conango’s ounces per share and high grade advantage
33:04 Rick’s top 2 catalysts to look out for
35:14 Closing thoughts and precious metal margins
36:28 Important Disclaimer
$ctgo $ctgo.us $dv #gold #silver #exploration #producer #mintwit #investing
@AllStreetsWolf @TheMiningBull @simonkuipers @MagonPeter @jmillette77 @Fantastic_MrSTX @EdgeExploration @ShawnKhunkhun
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