Mining Stock Daily Revisiting Tinka Resources with New Exec Chair Brandon Macdonald
Oct 8, 2025
Brandon Macdonald, the new Executive Chairman of Tinka Resources, shares insights on revitalizing the company and its Ayawilca zinc project in Peru. He discusses a successful $14 million financing round that helps recapitalize Tinka after market challenges. Macdonald emphasizes a strategic pivot towards high-grade resources instead of sheer volume. He also reveals plans for immediate drilling at the secondary Silvia project and the importance of re-scoping work to boost shareholder confidence and attract investment.
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How The Recapitalization Began
- Brandon and Michael put forward a recapitalization offer after a major shareholder dumped stock and damaged Tinka's market standing.
- They backed a financing that grew into an oversubscribed CAD$14M close and Brandon became Executive Chair.
Market Sentiment Can Mask Value
- Brandon says pricing and market sentiment often override fundamentals for public miners.
- That makes strategic repositioning and capital credibility as important as geology.
Rethinking Project Scale For More Value
- They will rethink Ayawilca from the ground up instead of pursuing a maximalist greenfield build.
- Smaller scoped or satellite-feed options might deliver higher net present value with less capital and risk.