ROTV7: Part 2, interview w/ graphene pioneer Soroush Nazarpour, NanoXplore (GRA-V) CEO Resource Opportunities TV 2021-02-12 | James Kwantes owns shares and covers NanoXplore in his newsletter, Resource Opportunities, but has no business relationship with the company. Filmed on Feb. 4, 2021 (NanoXplore subsequently closed a $46M financing at $4/share)Timestamps:00:20 Fully automated graphene factory can be controlled remotely by a tablet00:50 "Copy and paste" plant is modular, easy to replicate1:23 U.S. expansion plans2:25 U.S. listing? "We are seriously considering all options."3:10 Catalysts for 20213:16 Interest is building, "we are working with a lot of big, big, big names."5:22 Financing will support battery initiatives, improve balance sheet7:04 Balancing growth and profitability. "For growth, you need fuel. And fuel means you have to invest in R&D."8:00 $60-80 million in annual sales now, with growing graphene revenues10:00 How to value NanoXplore? A small chunk of a fast-growing market becomes a large absolute number11:11 Tesla is more of an umbrella company for EVs. NanoXplore is an umbrella company for graphene, with EV applications12:09 CEO owns 7-8% of shares, "down from 100% on the first day at a zero valuation."12:36 More than a financial return: "NanoXplore is doing something which is valuable."
ROTV12: What the worlds leading graphene company plans for 2022 Resource Opportunities TV 2022-01-04 | In 2021 Canadian graphene player NanoXplore launched a battery manufacturing initiative (VoltaXplore) and made big moves into plastics and concrete. CEO Nazarpour delves into the details, including what comes next. Filmed on Dec. 23, 2021.* James Kwantes owns stock in NanoXplore and covers it in Resource Opportunities, his newsletter. He has no business relationship with the company.00:45 NanoXplore is a "sustainability company."1:40 Focus of 2021/22 is development of partnerships in key markets: transportation (EV & non-EV), industrial (agriculture, construction, concrete) and batteries.4:13 EPA approval: NanoXplore is the first graphene company to get EPA approval, outside of R&D exemptions. No annual limits for the product, GrapheneBlack.5:05 Health and environmental approvals for Canada. NanoXplore leading the consortium for certifying graphene in Europe.6:24 Canuck Compounders acquisition: part of a strategy to capture more profits by shifting downstream to value-added graphene applications.12:40 Volvo and PACCAR remain NanoXplore's largest customers.15:42 Is graphene the "killer app" for concrete? Concrete tends to have a standard composition, so the graphene performance is consistent. Shortens a long product development cycle. Nazarpour believes concrete will become the #1 market for graphene, by volume.18:15 The concrete market is very cost-sensitive; NanoXplore is well-positioned on both cost and volume. "Wave of interest" from concrete producers.21:08 Skepticism about graphene and NanoXplore. EPA approval process.26:51 Some graphene plays have classified their product as "graphite" - shortcut around the EPA.28:42 VoltaXplore - 30,000-40,000 sq. ft. facility west of Montreal that will be producing 18650 Li-ion cylindrical cells in Q1. NanoXplore will disclose performance details at Battery Day in Q2.31:25 VoltaXplore expansion potential35:28 Battery Day - shareholders/attendees will be able to tour facility, view performance presentations (depending on COVID-19).36:30 What drives Soroush Nazarpour?36:54 Startup to growth and value mode in the past 10 years; now approaching cash flow/profitability. Seeing products and technology adopted in real-world applications is "fulfilling."38:20 VoltaXplore: Developing batteries is complex and difficult work. Can be a huge value generator. 1st Canadian company to build a gigafactory, important part of the Canadian supply chain on EVs.40:23 Is Tesla using graphene?40:51 NanoXplore in 10 years? Production ramp-up in Americas first. Early days, rapidly growing market.43:00 The first part of "hockey stick" revenue growth is coming in 2023-24. Graphene's adoption parallels the beginnings of the carbon-fibre market.
ROTV11: A conversation with NARs Gren Thomas & Ken Armstrong Resource Opportunities TV 2021-12-07 | DIAMOND HANDS: North Arrow Minerals is processing a 2,000-tonne bulk sample of diamonds from their Naujaat project, which has a population of fancy orangey-yellow diamonds. CEO Ken Armstrong and Chairman Gren Thomas join James Kwantes of Resource Opportunities for a conversation about the bulk sample, the diamond market and some historical context.* filmed on Nov. 2, 2021
ROTV10: Diamonds conversation and Q&A w/ Ken Armstrong, CEO of North Arrow Minerals (NAR-V) Resource Opportunities TV 2021-03-22 | Timestamps:2:08 Partner-funded bulk sample this summer. Objective? Evaluate size profile of fancy coloured stone population3:28 Is North Arrow "in love" with the Naujaat project?5:13 Polishing exercise successful: "fancy vivid orangey-yellow" diamonds6:53 Size matters: 4 largest diamonds are all yellow8:00 Positive industry reaction, incl. from Tiffany10:20 Mines producing coloured stones are closing11:17 Share price and structure14:25 How did partnership w/ Burgundy Diamonds Mines evolve?16:12 Backing from an Aussie heavyweight16:40 Valuation gap: North Arrow vs. Burgundy18:15 Diamonds lagging in a commodity bull market19:00 Loki diamond project, gold project on Agnico's doorstep at Hope Bay21: 46 Ken Armstrong presentation24:25 Diamond industry rebounding, China in lead27:50 Production decline preceded COVID-1928:37 Naujaat: on tidewater, mining-friendly jurisdiction, low strip ratio34:44 North Arrow portfolio: Loki, Mel, Pikoo, LDG jv40:35 Q&A
ROTV9: 7 minutes w/ Chad Peters, CEO of Ridgeline Minerals (RDG-V) Resource Opportunities TV 2021-03-17 | Chad Peters launched Ridgeline Minerals (RDG-V, RDGMF-OTC) in 2020 with projects in the heart of Nevada's most prolific gold trends. 7-minute overview of Ridgeline's drill plans, potential catalysts.Timestamps:00:07 From Manitoba to Nevada00:38 Selena: Looked for gold, found high-grade silver00:56 Living in Nevada pays off on data acquisition1:32 Getting closer to an Inferred resource at Selena2:43 Swift in the Cortez: Ridgeline hits the right rocks, more work needed3:45 On Barrick's doorstep at Carlin-East and Bell Creek3:58 Barrick makes a high-grade discovery at North Leeville4:37 Fault structure hosting high-grade hits extends onto Carlin-East4:57 Ridgeline plans three drill holes across fault zone this summer5:08 Prioritizing a large land position - JVs, sales possible5:30 Plan is to identify a flagship, monetize the others6:19 Skin in the game, $3.3M in the treasury
ROTV8: Webinar/Q&A with Tim Termuende, CEO of Taiga Gold (TGC-CSE, TGGDF-OTC) Resource Opportunities TV 2021-03-14 | Resource Opportunities portfolio company Taiga Gold owns a 20% interest in and a 2.5% royalty on the Fisher high-grade gold project, which is 80% owned by SSR Mining (SSRM), and has a portfolio of other Saskatchewan gold projects that are wholly owned. Fisher hosts the same gold shear zone that is being mined by SSR to the north at its Seabee underground gold mine, which produced 112,000 ounces of gold in 2019. Taiga Gold updates, catalysts and questions.Timestamps:01:41 The gold narrative: still intact?02:36 Gold price in Canadian dollar terms is robust03:28 Spinout from mothership Eagle Plains Resources (EPL-V)06:30 Taiga has 5 other Saskatchewan gold properties (3 optioned out)09:16 Focused on "under-explored" Trans-Hudson Corridor, an orogenic gold belt10:28 Fisher property is adjacent to SSR's Seabee gold mine, a core operation11:30 EPL staked Fisher property in 201312:15 Silver Standard (SSR) took over Claude Resources & Seabee13:44 SSR had to spend $4M on exploration to earn in on Fisher, spent $12M16:00 SSR is mining Santoy shear, Fisher has more than 20 km of it19:55 "String of pearls" - discoveries confirm mineralization continues onto Fisher property24:30 "Aggressive" drilling in four discovery zones25:37 "We're a pretty attractive M&A target" - SSR's Seabee mine is a "cash cow"27:07 Any Taiga acquirer would also get "valuable" 2.5% NSR28:00 Catalysts at other projectsQ&A30:20 Does Taiga have the capacity to pay for its 20% share of JV costs?32:13 Any plans to list on exchanges besides the CSE?34:10 Drilling plans at Orchid - 2,500 metres36:30 What is the flagship property in Eagle Plains?37:20 Eagle Plains focus is British Columbia/Saskatchewan38:32 First Nations relationships41:00 With 80-20 JV, better exploration news flow/2021 catalysts42:27 Seasonality of drilling43:55 Impact of SSR Mining merger with Alacer Gold
ROTV6: Interview with graphene pioneer Soroush Nazarpour, CEO of NanoXplore (GRA-V) Part 1 Resource Opportunities TV 2021-02-10 | * James Kwantes owns shares and covers NanoXplore in his newsletter, Resource Opportunities, but has no business relationship with the company. Filmed on Feb. 4, 2021Graphene is a single layer of carbon with some incredible properties: much stronger than steel, more heat/electrically conductive than copper, very flexible. Until now, it's also been largely a science experiment. Take a deeper dive and meet Soroush Nazarpour, founder and CEO of NanoXplore, which is commercializing graphene for multiple real-world applications. NanoXplore operates the world's largest graphene plant in Montreal, has blue-chip clients including Volvo Truck, Daimler, Fiat and GE, and holds intellectual property covering everything from battery technology to circular plastics and potential COVID-19 applications.Timestamps:00:54 What is graphene?2:57 Introduction to NanoXplore3:24 NanoXplore's Montreal plant produces 45% of global capacity6:00 Who is Soroush Nazarpour?7:14 Serial entrepreneur: from door-to-door sales in Iran to graphene powerhouse10:05 The beginning of NanoXplore12:37 Blue-chip lightweighting clients: Volvo, Paccar (Kenworth, Peterbilt), Daimler, Caterpillar, GE16:03 Battery technology: the move to silicon anodes and graphene's role20:36 Tesla's Battery Day: confirmation of NanoXplore's approach22:23 Building long-term value, no short cuts23:18 The future: solid-state batteries will be the "holy grail"26:13 The war on single-use plastics: graphene's role in the circular economy29:02 Graphene "is more than a material, it's a platform technology"
ROTV5: INN interview with James Kwantes: Buy Great Companies Resource Opportunities TV 2020-12-01 | Filmed on Nov. 24, 2020 and originally posted at the Investing News Network's YouTube channel0:19 Investing during COVID-19 and gold's drivers2:52 Qualities do look for in a junior, and an example (TSK.T)6:01 Portfolio diversification8:16 An emerging graphene powerhouse: NanoXplore (GRA.V)10:40 From science experiment to growing business13:00 Patience pays, but it's harder than ever16:38 2020 success stories (GBR.V, FWZ.V)18:23 Resource sector trends: social media engagement, technology20:12 Final thoughts and lessons learned
ROTV4: Q&A with Blackrock Gold CEO Andrew Pollard Resource Opportunities TV 2020-09-15 | Blackrock Gold (BRC-V) has been one of this year's standout stories on the TSXV, fuelled by rich silver/gold hits at their Tonopah West project in Nevada. Dig deep into the back story and what comes next for Blackrock.
ROTV3: Strategic Metals - Mt. Hinton & high-grade opportunities Resource Opportunities TV 2020-08-01 | I catch up with Strategic Metals CEO Doug Eaton about drilling at Mt. Hinton, Strategic's wholly owned high-grade gold project in the Keno Hill district, SMD as a sum-of-parts play and precious metals properties available for option. 22 minutes with a breakdown below.Notes: Strategic Metals is one of three Resource Opportunities sponsor companies. Rockhaven's market cap at time of interview (July 29) was about $37 million.00:00 Introduction00:16 Mt. Hinton plans and drill progress06:00 Under the hood, Part 1: Major SMD shareholdings and upcoming catalysts06:30 Rockhaven Resources: New PEA, large drilling program possible08:11 Precipitate Gold: Barrick JV and drilling on wholly owned project in DR08:35 Trifecta Gold: Drill permitting underway for Yuge project in Nevada08:50 GGL Resources: B.C. project w/ porphyry/epithermal targets, new Nevada acquisition10:55 Under the hood, Part 2: Precious metals properties available for option12:09 Plata: High-grade silver plus gold; past producer15:06: Alotta: Porphyry/vein targets; 40 km from Western's Casino deposit16:24 Hopper: Porphyry target with similarities to Casino18:02 Groundhog: High-grade silver prospect w/ gold19:37 Gold price and market sentiment
ROTV2: The Gold Legend Whos Buying a Base Metals Royalty Play: Altius Resource Opportunities TV 2020-05-19 | As governments around the world print money in response to the economic fallout of the Covid-19 pandemic, a historic bull market for gold looks to be shaping up. So it was interesting to see Andre Gaumond, a mining legend who made his name and fortune in the gold business, loading up on shares of Altius Minerals, a base metals play where he's a director. Get my best ideas first by subscribing to Resource Opportunities!
ROTV1: Strategic Metals (SMD-V) CEO Doug Eaton on high-grade gold discoveries and getting Covid-19 Resource Opportunities TV 2020-04-28 | April 27, 20200:30 - Planned drill program at Mount Hinton, a wholly owned high-grade gold prospect7:19 - Contracting Covid-19 and Doug's experience with the virus14:14 - Last stocks purchased, by Strategic Metals and Doug personally20:07 - Managing investment risk in a gold bull market24:25 - Pending catalysts for Rockhaven Resources, a Strategic Exploration Group company29:45 - What is the market missing on Rockhaven's Klaza?
