Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns. - podcast cover

Due Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.

Doc Jones the Resource Investordrjonesresourceinvestor.wordpress.com
I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio. The Math never lies
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Episodes

$NICU $MGMNF MAGNA MINING Site visit to surface of Levack and producing McCreedy high grade underground Copper Mine

$nicu.v $mgmnf . @MagnaMining interview with CEO Jason Jessup on site at their producing high-grade Cu, Ni, PGM+Au McCreedy Mine after touring underground. Video of McCreedy underground and the Massive Chalcopyrite Veins running +20% Cu https://x.com/drjimjonesceo/status/1946964172018704554 I’m a PRIVATE ACTIVIST INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas). I am completely ...

Jul 20, 202528 min

$EMO.V $EMOTF The Emerita Resources Aznalcollar Criminal Case Deep Dive

Criminal sentencing trial begins in 4 weeks 1 day. Multiple criminal charges, multiple gross irregularities in Minorbis-Grupo tender, potential of 348 years imprisonment and fines to be imposed. “the Provincial Court, in reviewing the case during the previous appeal process, has indicated that the other bid did not meet the requirements laid out in the tender process and should have been disqualified on that basis.” “The new indictment includes the following: Increases the number of accused peop...

Feb 03, 20251 hr 47 min

Update with CEO Jon Deluce of Abitibi Metals $AMQ

Key points. -Over 10 million in cash. -Majority of resource is in the CU, AU zone open for expansion -MC of 30 million with 1/3 in cash +9000 meter to release form 2024 drill program.

Jan 21, 202513 min

$NICU $MGMNF Magna Mining Transformative Acquisition of KGHM Producing Copper Mine and multiple other Mines

Crean Hill PEA: https://ceo.ca/@newsfile/magna-mining-completes-updated-preliminary-economic Magna Mining Acquires Producing Copper Mine in Sudbury from KGHM International Ltd: https://ceo.ca/@newsfile/magna-mining-acquires-producing-copper-mine-in-sudbury Rick Rule interview with Jason Jessup CEO Magna Mining diving into Acquisition: https://www.youtube.com/watch?v=NHhNCds8sFU

Sep 20, 202447 min

Discovery on both IBW and NT with new $21 million credit facility in place, Govt support & AZN

Update with David Gower CEO Emerita Resources EMO.V, EMOTF Topics covered: New cu/au high- grade discovery on El Cura within IBW project, $21 million credit facility by Nebari Resources Fund, discovery of gold and silver rich Gossan on NT package next to Rio Tinto mine, Granting of DSI distinction of strategic importance by the government of Spain on IBW, update and facts on coming Criminal trial for Aznalcollar Package which holds over $25 billion in high grade resources. Reference https://ceo....

Aug 20, 202432 min

As the clock ticks down to Aznalcollar, Emerita Resources update on EL CURA discovery with CEO. David Gower

With the Aznalcollar court date now under 8 months away, the company continue to driver value act it's 100% owned, zero royalty IBW project. Recently news: Emerita Intersects 11.4m of Massive Sulfide at El Cura, Extending the Mineral Deposit 60m Down Dip https://ceo.ca/@GlobeNewswire/emerita-intersects-114m-of-massive-sulfide-at-el-cura . @EmeritaRes $emo.v $emotf El Cura shaping up to be a meaningful discovery. Info to go with Podcast . @EmeritaRes @EmeritaEspana $emo.v $emotf Court document fr...

Jul 04, 202439 min

Update from $NICN on high grade results and more.

Recent drill results highlight expansion of the Wine Gabbro high grade Ni, Cu, PGM zones as well as a new high grade zone discovered close to surface. Interestingly it seems the two zones maybe converging at depth into 1 large zone. https://ceo.ca/@newswire/nican-announces-initial-set-of-assays-from-2024-drilling Diamond drill hole Wine 24-1A, drilled to test down plunge of the Main Zone (Table 1 and Figure 2), intersected several zones of mineralization including: Diamond drill hole Wine 24-2 i...

May 09, 202423 min

Abitibi Metals update $AMQ $AMQFF

AMQ update focused on geological model testing high grade shoots and open pit potential and other catalyst. Fully funded into 2025.

May 02, 202431 min

$INTR.V $IMTCF Intrepid Metals CEO Ken Brophy COPPER!

INTR is one of the best unknown copper plays in the market that has potential for large scale, high grade. Just read the presentation and look at the historical results. This is the first time these deposits and land package have been consolidated under one company. Presentation: https://www.intrepidmetals.com/images/pdf/presentation/2024/Intrepid_Metals_PPT_Feb_22_2024.pdf Press release this morning: https://ceo.ca/@newsfile/intrepid-metals-completes-first-4-drill-holes-at-corral "We are gettin...

Feb 28, 202435 min

NICAN Ltd CEO Brad Humphrey $NICN bought deal, Multiple Mineralized Zones, Including 2.32% NiEq over 31.5 Meters

The hole that put them on the map recently: https://ceo.ca/@newswire/nicans-drilling-at-the-wine-project-manitoba-canada NiCAN's Drilling at the Wine Project, Manitoba, Canada Intersects Multiple Mineralized Zones, Including 2.32% NiEq over 31.5 Meters TORONTO, Jan. 31, 2024 /CNW/ - NiCAN Limited ("NiCAN" or the "Company") (TSXV: NICN) is pleased to report assay results from its Phase III drilling program on the Wine Property located in the Snow Lake area, Manitoba, Canada (Figure 4). This progr...

Feb 27, 202431 min

Magna Mining $NICU $MGMNF Update Jan 30th with CEO Jason Jessup

Since the recording and broadcast on Twitter Spaces Magna released exceptional assays on Feb 20th: https://ceo.ca/@newsfile/magna-mining-provides-first-2024-drilling-results "Magna Mining Provides First 2024 Drilling Results, Including 1.1% Ni, 8.3% Cu, and 13.9 g/t Pt+Pd+Au Over 3.0 Metres Sudbury, Ontario--(Newsfile Corp. - February 20, 2024) - Magna Mining Inc. (TSXV: NICU) (OTCQB: MGMNF) (FSE: 8YD) ("Magna" or the "Company") is pleased to provide initial drilling results from the 2024 explor...

Feb 23, 202439 min

Abitibi Metals Corp CEO Jon Deluce

$AMQ $ANQFF drills on-site at the B26 Polymetallic Deposit (“B26” or the “Deposit”). The Company is currently completing its winter drill program at the Deposit, where a minimum of 10,000 metres is targeted by the end of March under the first phase of a fully funded 30,000-metre 2024 field season. This is the Maiden Drill Program at the B26 Deposit (Ind: 7.0MT @ 2.94% Cu Eq & Inf: 4.4MT @ 2.97% Cu Eq) Recorded Feb 13th 2023 Since recording this news was released: https://ceo.ca/@newswire/abi...

Feb 23, 202439 min

RESOURCE UPDATE from OMAI GOLD 4.3 Million Ozs and growing

Additional 8 min of analysis at the end of the Twitter Spaces https://x.com/drjimjonesceo/status/1755649675586158810?s=20 PRESS RELEASE https://ceo.ca/@newsfile/omai-gold-increases-indicated-mineral-resources-to-a42ad Omai Gold Increases Indicated Mineral Resources to 2.0 Million Oz Au and Inferred Mineral Resources to 2.3 Million Oz Au with Expansion of Wenot Deposit Toronto, Ontario--(Newsfile Corp. - February 8, 2024) - Omai Gold Mines Corp. (TSXV: OMG) (OTCQB: OMGGF) ("Omai Gold" or the "Com...

Feb 08, 202432 min

SAVE CANADIAN MINING with Terry Lynch

This is a great cause that we all should get behind it. Best, Doc Jones https://savecanadianmining.com/ Stop Predatory Short Selling In 2012 IIROC and CSA removed a trading rule known as the “tick test”, which restricted short selling to neutral or sales to positive price changes at the time of the sale. These changes were applied not only to the main listing venue of TSX Venture Exchange, but are equally applied across all Canadian trading venues, of which there are 14 today, reducing TSX Ventu...

Dec 15, 202338 min

UPDATE with Magna Mining $NICU $MGMNF, hitting high-grades, fully funded 2024, getting closer to production.

Just run the numbers on 1500-2000 t/d at a conservative 2.5%-3% NiEq Todays assays for the first 6-8 years of production. Once again the drill results have consistently shown areas close to the surface modelled as low grade by the prior owners have returned high-grade resources that will increase Tons and Grade: Highlights from the new assay results include: Main Zone (750 Level Pillar) MCR-23-052A : 0.8% Ni, 1.3 % Cu, 2.0 g/t Pt + Pd +Au over 96.5 metres Including 1.2 % Ni, 2.5 % Cu, 3.1 g/t Pt...

Nov 03, 202335 min

NG ENERGY $GASX $GASXF intro to new CHAIRMAN Brian Paes-Braga

The turn around has begun... Brian is a serially successful company builder and investor. He has acquired over 10% of NG Energy and the Chairman seat on the board, his ambition is to grow the company substantially over the next few years for the benefit of the shareholders. The company has begun to generate positive cashflow and will be growing reserves and production dramatically in the next 12 months. Recent discoveries at Between SN-9 and Maria Conchita (a total of over 130MMscf/d now tested)...

Oct 13, 202336 min

SENDERO RESOURCES $SEND in the shadow of GIANTS in the VICUNA DISTRICT

SEND.V is a new listing that quietly IPO'd last week, see investor deck for capital structure. Real simple, great team, tier one property in Vicuna District, cashed up and very tight shares low an ultra-low MC 50% of which in cash. Sendero Resources is a dynamic exploration company focused on unlocking the vast mineral potential of the Vicuña district in Argentina. Through our wholly owned subsidiary, Barton SAS, we hold a 100% interest in the Peñas Negras Project, encompassing a sprawling 120 k...

Oct 11, 202329 min

Western Alaska Minerals WAM.V the BBQ ROCK update with CEO Kit Marrs

This conversations recorded on goes Aug 18th goes into depth regarding the recent press release: https://ceo.ca/@accesswire/western-alaska-minerals-extends-mineralization-at-waterpump Western Alaska Minerals Extends Mineralization at Waterpump Creek 40.2 meters of 262 gpt Ag (8.4 opt), 10.9% Pb and 4.5% Zn, Including: 5.3 meters of 729 gpt Ag (23.4 opt), 24.1% Pb and 3.1 % Zn And Last Hurrah Drilling Cuts Strong Indicators of Proximity to Mineralization TUCSON, AZ / ACCESSWIRE / August 14, 2023 ...

Aug 29, 202329 min

RSMX RSMXF Regency Silver refines a 1000m x 900m high charge AU, CU system and builds on it high-grade AU discovery.

Discovery hole: VANCOUVER, BC, Feb. 23, 2023 /CNW/ - Regency Silver Corp. ("Regency Silver" or the "Company", (TSXV: RSMX) and (OTCQB: RSMXF) is pleased to announce that 2 follow up holes down-dip from hole REG -22-01 intersect sulphide-specularite supported breccia similar in nature to the breccia hosting Au-Cu-Ag mineralization in REG-22-01. REG-22-01 yielded 35.8 metres of 6.84 g/t gold, 0.88% copper and 21.82 g/t silver along with 13.97 g/t Au, 50.25 g/t Ag and 1.11 % Cu over 9.8 m. https://...

Apr 24, 202317 min

Brunswick Exploration BRW.V "Canada’s Largest Grassroots Lithium Initiative" CEO Killian Charles reveals maidan drill program

I sit down with Killian Charles and discuss BRW's aggressive plans to build shareholder value as they explore on their industry dominant land position driving towards potentially multiple tier-1 lithium discoveries. Press Release Mar 20th 2023: https://ceo.ca/@GlobeNewswire/brunswick-exploration-begins-drilling-at-anatacau-west Company Website: https://brwexplo.ca/ Presentation: https://brwexplo.ca/wp-content/uploads/2023/03/230301-Brunswick-Exploration-Q1.pdf Brunswick Exploration is Canada’s L...

Mar 20, 202326 min

OM.V Legendary billion-dollar-mine-maker Bob Wares CEO Osisko Metals Signs C$100 Million Investment Agreement With Appian Natural Resources Fund for a Joint Venture on Pine Point

Osisko Metals Signs C$100 Million Investment Agreement With Appian Natural Resources Fund for a Joint Venture on Pine Point https://ceo.ca/@GlobeNewswire/osisko-metals-signs-c100-million-investment-agreement Bob explains the tremendous value of the deal to shareholders, $30 million total in cash to OM.V plus free-carry while Appian Capital Advisory LLP spends $75 Million over the next 4 years on bringing Pine Point to FID. Then Bob expands on the future of the company being copper focused with t...

Mar 06, 202331 min

TWITTER SPACES: Themes For Investing In Resource Sector In 2023, and Research Tools.

For further information on Magna Mining NICU.V MGMNF and Emerita Resource EMO.V EMOTF listen my recent Site Visit Tour notes and interviews with the CEO'S on Podcast Channel. Companies on Interest: NICU, EMO, RIO, SGML, RIO, VALE, BHP, OM, NGT, FRU Best, Doc Jones BOOK: Mining Economics Explained by Craig Hutton Mineral Exploration and Mining Essentials by Robert Stevens Mining Explained by The Northern Miner The World For Sale by Javier Blah and Jack Farchy...

Jan 17, 202354 min

MAGNA MINING CEO Jason Jessup on the transformation of the company, Macro views on Ni and why I believe NICU is best way to invest in Nickel for 2023

MAGNA MINING WHO? Magna Mining NICU.V MGMNF recently completed a transformational acquisition of it's 2nd nickel project in the tier 1 jurisdiction Sudbury, The Crean Hill Mine shocked the market with a large robust 43-101 of indicated resources of 16.8mt @ 1.08% NiEq Open pit, 14.5mt @ 2.07% NiEq that complements the FS completed, low cap ex. Shakespeare Project with +20mt of indicated open pit resource and a fully permitted 4500t/d (expandable to 6750t/d once in production without filling a ne...

Dec 21, 20221 hr 14 min

Emerita Resources Site visit debriefing, EMO.V, EMOTF

I spent a few days touring Emerita Resources 100% owned, zero royalty IBW property, the Neuvo Tintillo and the *Aznalcollar Package pending (recently a court date to sentence the 16 charged with serious crimes of corruption was announced.) Emerita is running the largest drill campaign in the Iberian Pyrite Belt and one of the largest in the world with 15 drills turning. They are in the final innings of a 70k-80k meter drill program that will lead to the releasing of an initial Resource Estimate ...

Dec 06, 20221 hr 1 min

EMO.V EMOTF Emerita Resources with 13 drills is running largest drill program in the EU, One of the largest in the world!

Impressive. I catch up with David Gower the CEO and get an informative view of the successful drilling at the Romanera Deposit which has so far proven that the historical deposit was both under-reported in grade and tonnage, and that the deposit itself will grow far beyond the historical tonnage. As well updates on Neuvo Tintillo, La Infanta, El Cura and Aznalcollar Court Case. Most recent analyst report : https://ceo.ca/emo?8f4808c321c7 Press Releases https://www.emeritaresources.com/news-and-m...

Oct 05, 202248 min

Update with NG ENERGY Colombia's newest Natural Gas Producer

After multiple delays in 2021 the company is executing on both their exploration plans and has transitioned into a cash-flowing producer. Over the next 12 months the company production profile should evolve dramatically. Recent press release regarding first well at Sinu 9: https://ceo.ca/@newswire/ng-energy-announces-reserves-and-resources-results https://ceo.ca/@newswire/update-in-magico-1x-well-with-the-testing-from-three "Update in Magico 1x Well with the testing from Three Zones of 15 MMSCFD...

Sep 12, 202226 min

Update from Robert Wares CEO Osisko Metals Inc. OM.V Copper/Zinc Developer in Canada

OM.V 4 Aug 2022, 08:19 Osisko Metals Reports First Infill Drill Results at Gaspé Copper Highlights include: Of the sixteen drill holes reported below, fourteen extended disseminated/stockwork copper-silver mineralization outside the current pit-constrained resource model, including up to 170 metres in drill hole 30-0991 below the currently designed pit floor. All fourteen holes ended in mineralization above or within the C Zone skarn horizon . Drill hole 30-0977, located 142.0 metres south of th...

Aug 11, 202215 min

LTH.V Lithium Ionic, adding drills to their 30k meters of fully funded exploration in Brazils high-grade lithium camp.

The company is driving towards defining a resource by year end, if successful the economics are outstanding as proven by their neighbours CBL (Private Producer) and Sigma Lithium $2.8 Billion MC Whats important is tons and grade. Lithium Ionic has the reasonable potential to prove up 20mt in the near term and more throughout 2023 at equiv grade/width as their neighbours. Bankable economic studies have shown by their neighbours illustrate 20mt generates a NPV5 of over $1.7 billion usd for the ult...

Aug 10, 202231 min

ROMANERA Infill drilling is averaging 17% ZnEq over an average width of ~18 m. As compared to the historic grade of 11.9% ZnEq, this is +40% better, so far.

As modelled the Gold grades are outperforming add tremendous value to the Romanera Deposit. "Romanera Deposit Results from 2 additional holes that included the first step out 100 m to the east along strike. Infill drilling: Hole #5 was drilled half way between #2 (25.4% ZnEq over 14.3 m) and #3 (15% ZnEq over 39.9 m) and intersected both the upper and lower lenses returning wide and high grade intercepts:Upper lens: 16.4% ZnEq or 8.47 g/t AuEq over 7 m (with 2.44 g/t Au & 143.1 g/t Ag) from ...

Aug 09, 202228 min
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