Resource Talks (CEO BBQ)
Resource Talks (CEO BBQ)
Podcast Description
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
Podcast Insights
Content Themes
The podcast primarily focuses on issues within the mining and exploration sectors, discussing topics such as financial overviews, management strategies, geological assessments, and market dynamics. Episodes include uncomfortable discussions on company decisions, exploration risks, and investment challenges, featuring detailed analyses of company plans and drilling outcomes that impact potential profitability.

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
❗NIOCORP DEVELOPMENTS HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.
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.caa
Timestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 NioCorp Developments Company Overview00:04:49 What must happen for the stock to work?00:07:48 Does the CEO have a good track record?00:18:25 How does Mark Smith split his time?00:21:15 Do insiders have real skin in the game?00:24:20 Who else owns stock?00:24:48 Does management personally own project royalties?00:26:03 What are the change-of-control fees?00:26:44 What are the KPIs?00:31:29 Why is the stock down?00:34:27 Why was Elk Creek untouched for decades?00:46:19 Does Elk Creek have legacy ownership issues?00:48:00 Is there local opposition to Elk Creek?00:49:41 Did landowners influence the new mine design?00:51:51 Why were four feasibility studies completed?00:57:46 What remains before making a construction decision?00:58:46 How large must Elk Creek be for financing?01:01:40 What production profile do lenders and offtakers want?01:04:48 How final is the current CAPEX estimate?01:09:44 When could EXIM authorize the project loan?01:10:40 What must Lockheed Martin see before committing?01:12:19 Do they really need all eight products?01:14:36 Why target 118 tons of scandium oxide?01:17:43 Is the 35-month production timeline realistic?01:19:45 Is Elk Creek really fully permitted?01:21:25 What infrastructure upgrades does Elk Creek require?01:23:49 What are the biggest risks for NioCorp?01:25:13 Catalyst Calendar01:28:20 Very Important Warning – DO NOT SKIPThis is a NioCorp Developments interview with CEO, Mark A. Smith.

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