Resource Insider Podcast

Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list Robert Quartermain has spent four decades building mining companies from the ground up and turning them into billion-dollar successes. He’s best known for transforming Silver Standard Resources from a tiny explorer with no assets into one of the largest silver companies in the world, and for founding Pretium Resources, which built the world-class Brucejack Mine in northern BC. Today, he’s the co-chair and driving force behind Dakota Gold, and one of the most respected leaders in the mining industry. In this episode, Bob and I discuss: • How he built (and kept) a loyal shareholder base for over 30 years • How he bought a house in Vancouver with $2,000 • How a geology degree led to building billion-dollar companies • The silver bet that took a decade to pay off (and why patience mattered) • Why he believes South Dakota could be America’s next great gold district • His views on AI, technology, and the next generation of mining leaders Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above-noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com In this episode, Jamie sits down with Scott Tinker, a globally renowned geologist, energy expert, and advocate for balanced approaches to energy, environment, and economy. Scott shares his perspectives on the “radical middle,” addressing the complexities of energy systems, climate narratives, and the future of sustainable solutions. Together, they unpack the challenges of energy poverty, the myths of energy transitions, and the pivotal role of innovation in driving global progress. Scott and I discuss: • The concept of the “radical middle” in energy policy. • The global realities of energy poverty and its moral implications. • The role of hydrocarbons and the challenges of renewable energy scalability. • The resurgence of nuclear energy and its potential for global impact. • Innovations and investment opportunities in the evolving energy sector. • The intersection of policy, markets, and technology in shaping the energy landscape. Please enjoy! SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

In this engaging discussion, Robert Bryce, a journalist and energy expert, delves into the intricacies of global energy systems. He distinguishes between energy and power, revealing misconceptions about renewables and energy transition. Bryce explores the critical role of copper mining and the challenges it faces in meeting rising demands. He also highlights the resurgence of nuclear power amidst growing energy needs and examines worldwide community pushback against renewable projects. Prepare for a fresh perspective on energy's future!

SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com What if the world needs more copper in the next 30 years than we’ve mined in all of human history? In this episode of the Resource Insider Podcast, Jamie sits down with Dr. Adam Simon, a professor and expert in natural resources economics, to explore the challenges and future of copper mining, the energy transition, and the essential role of responsible mining in global development. Adam provides insights into the demand for copper driven by green initiatives and the massive supply challenges facing the mining industry. They discuss the complexities of meeting climate goals without compromising on metal supply, the under-appreciated role of mining in modern society, and what policymakers and tech companies need to address to support responsible mining. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Mark Cutifani has spent over 40 years in the mining industry, rising from a cadet in a coal mine to one of the most respected leaders in global mining. As the former CEO of Anglo American and now Chairman of Vale Base Metals, Mark has seen it all. In this candid conversation, we dive into his journey, from his early days in Wollongong to his leadership at some of the world's largest mining companies. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

SIGN UP TO MY FREE EMAIL NEWSLETTER: resourceinsider.com John Harpole has spent over 40 years moving billions of cubic feet of natural gas across America. He is the Founder and President of Mercator Energy, a company that brokers natural gas for producers and end-users in the western United States. Today, Mercator manages over a billion cubic feet of gas per day, representing about 1% of US natural gas production. In an industry known for its volatility, where fortunes are made and lost in a day, John has unprecedented access to information. For show notes, please visit: resourceinsider.com/061-john-harpole Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of its our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

Oskar Lewnowski, Founder and CEO of Orion Resource Partners, discusses his journey from banking to founding one of the largest mining private equity firms. He offers insights into innovative investment strategies in a volatile market and emphasizes the importance of structured financing in mining projects. The conversation touches on the competitive landscape with Chinese enterprises, the need for skilled labor in North America, and the critical role of metals in the transition to decarbonization. Lewnowski also highlights the vital connection between sustainability and financial innovation in mining.

Every now and then on the Ri Podcast I have a guest that gets me a little bit star struck. I think to myself, this is not a person I thought I’d have the chance to sit down with for a 60-min conversation. That's where I am today with Mike Hood. Until 2018 Mike was the Commander of the Royal Canadian Air Force. He’s advised Prime Ministers, lead engagements around the world, and interacted with some of the top political and military leaders of our time. Today he’s the President of JDS Operational Technologies, a division of the JDS Group of Companies, focused on the introduction of innovative and disruptive technologies to the resource sector. In this far reaching podcast we talk: • Chinese spy balloons; • The Russian/Ukrainian conflict; • Sabotage and espionage in the mining sector; and • Why critical resources are under attack and what industry leaders should be doing about it. It was truly a pleasure to get to spend an hour learning from Mike. This episode is a must listen for anyone leading a natural resource company or thinking of deploying capital in these volatile times. *Follow Resource Insider* ​Twitter: https://twitter.com/Jamie_Keech​​ LinkedIn: https://ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of its our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

Jamie Keech is joined by mining entrepreneur and Dakota Gold President & CEO Jonathan Awde. Previously Jon successfully built and sold Gold Standard Ventures, and has partnered with mining titan Robert Quartermain to build Dakota Gold. Jon has strong opinions of how to create value in the mining sector and challenges the space is experiencing today. **Follow Resource Insider** ​Twitter: https://twitter.com/Jamie_Keech​​ LinkedIn: https://ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of its our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

Mr. Stanford is the CEO of Rhyolite Resources and an executive with 40 years of experience in the mining industry. Mr. Stanford served as President and CEO of Torex Gold Resources from 2009 to 2020, and as Executive Chairman from mid-2020 to mid-2021. He started his career at Vale Canada Limited in 1981, in 2006 he was appointed to the role of President of Vale’s Ontario operations, a position he held until June of 2009. In this conversation Fred & Jamie discuss: - The art of leadership - The role of innovation in the mining sector - The difference between running a major company vs. a start-up - The importance of treating people with respect - The problem with underground mining and how to fix it - Why Fred took over a tiny exploration company - What Fred plans to do the the "last gig" of his career - and much more! A must listen for any mining investor serious about finding and supporting great teams. ***Follow Resource Insider*** ​Twitter: https://twitter.com/Jamie_Keech​​ LinkedIn: https://www.linkedin.com/in/jamiekeec... ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of its our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.