EPISODE · Apr 16, 2026 · 1H 6M
Is a $2.4 Billion Mine Buildable in Today's Canada? | Thesis Gold & Silver CEO Interview
from Resource Talks (CEO BBQ) · host Resource Talks
❗THESIS GOLD & SILVER HAS 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.ca.Timestamps:00:00:00 Chapters00:07:17 How much cash do they have and where is it going?00:11:11 When is the feasibility study expected?00:13:15 How did Anglo Gold Ashanti become a strategic investor?00:20:47 Is there room for a third strategic investor?00:21:27 Will CAPEX rise for the FS?00:23:53 What is the power source assumption in the PFS?00:25:03 How much room for error is there in the payback period?00:28:00 What is the biggest driver of OPEX?00:28:51 Will the mine produce both Dore and concentrate on site?00:30:31 Do the two ore types create any metallurgical recovery concerns?00:32:20 Could future discoveries run through the existing mill?00:33:41 What engineering optimizations are currently being pursued?00:35:08 How much more drilling does the FS require versus the PFS?00:36:40 When does the exploration drilling season start?00:36:48 What drill spacing is planned for the program?00:37:06 What would they consider a success?00:38:10 Is additional geophysics still needed before drilling?00:39:02 How were the new targets first identified?00:41:20 When will the first drill results be released?00:41:33 How will Thesis keep the market engaged during the quiet phase?00:43:04 Why are nearly a million M&I ounces left out of the mine plan?00:44:52 Will the same cutoff grade be used in the FS?00:45:45 How does the strip ratio evolve over the life of mine?00:46:25 How much upside does the project have at higher gold prices?00:47:46 How serious is Thesis Gold & Silver about ore sorting?00:48:40 What permitting needs to be cleared before construction?00:50:18 What is the EA timeline?00:50:27 What does fully permitted actually look like?00:54:06 Is four the final number of First Nations groups involved?00:55:25 What is the toughest permitting challenge for this operation?00:56:04 What is the biggest bottleneck from PFS to FS?00:57:25 If the CEO could change one thing, what would it be?01:01:21 Very Important Warning - DO NOT SKIPThis is a Thesis Gold Interview with CEO, Ewan Webster.
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Is a $2.4 Billion Mine Buildable in Today's Canada? | Thesis Gold & Silver CEO Interview
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