The Resource Update ⛏️ @CdnResourceInv

Spoke to Drew 🎙️ at Summit Royalties. Lots of excitement around the Banyan royalty and a notable ramp up of revenue in 2027 and 2028. Enjoy! Not investment advice. Always do your own due diligence. m.youtube.com/watch?v=9o4_Hw… #gold #silver #royalty $SUM $SUMMF #index #boardroom @TheMiningBull @AllStreetsWolf @simonkuipers @MagonPeter @jmillette77

Spoke 🎙️with Mark at EDM Resources⛏️ @EDMresources . It’s a zinc lead mine restart in Nova Scotia with a headstart due to sunk infrastructure costs from past production. They have a few unique levers and just started assaying for gold, which could shift the exploration dynamic. Enjoy! Always do your own due diligence. Timestamps in replies. youtu.be/Z9e1uumFi20 $EDM.NE $EDM $EDFF $EDM.V #zinc #lead #gold #development #restart #scotiamine @TheMiningBull @simonkuipers @MagonPeter @AllStreetsWolf

Rick Rule: Monetary Destruction, Oil Shocks & the Gold Producer Ladder #... youtu.be/w8re4CXmdFM?si… via @YouTube 09-27-2026

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

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. m.youtube.com/watch?v=w8re4C… #gold #silver #oil $XOM #mining #mintwit @TheMiningBull @simonkuipers @AllStreetsWolf @MagonPeter @jenstilmanydots @jmillette77

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. m.youtube.com/watch?v=V0xbe6… #gold #silver #oil #investing #mintwit @TheMiningBull @simonkuipers @MagonPeter @jmillette77

Full interview 📺 m.youtube.com/watch?v=-TT1hu…

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. m.youtube.com/shorts/nSpEsei… #gold #silver #mining #mintwit

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

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. m.youtube.com/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

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

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. m.youtube.com/watch?v=bu7wCE… $NICU.NE $NICU #copper #nickel #pgm #gold #silver #mining #development #exploration #mintwit #investing $DC.A @AllStreetsWolf @MagonPeter @TheMiningBull @simonkuipers @geigercounting

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 🎥

The Resource Update ⛏️ @CdnResourceInv

a month ago

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.

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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. m.youtube.com/watch?v=G_qVni… #gold #silver #exploration #projectgenerator #mining #mintwit $CAPT.V $JAY.V $RRI.V

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. m.youtube.com/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

Full interview: m.youtube.com/watch?v=NVw0zZ…

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. m.youtube.com/shorts/J-ZZik_… #mining #gold #exploration #mintwit @MagonPeter @TheMiningBull @jmillette77 @Fantastic_MrSTX @EdgeExploration

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

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. youtu.be/NVw0zZHUrJ0 Timestamps in replies. $DC.A.TO $DDEJF $WHN #gold #development #exploration #mining #mintwit #jonathangoodman @TheMiningBull @simonkuipers @AllStreetsWolf @MagonPeter @jmillette77 @Fantastic_MrSTX @EdgeExploration

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: youtube.com/watch?app=desk… $CTGO