EPISODE · Jul 30, 2026 · 1H 30M
Large Oxide Gold Deposit in the USA, But Can They Really Build a Mine? | Dakota Gold CEO Interview
from Resource Talks (CEO BBQ) · host Resource Talks
❗DAKOTA GOLD 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.caTimestamps:00:00:00 Chapters00:00:13 Very Important Warning00:01:05 Dakota Gold Company Overview00:04:53 Build or sell?00:07:35 What's the team's background and track record?00:10:01 Is this Jack's only job right now?00:10:12 How does running this company actually work?00:12:27 How much of the company does management own?00:13:59 Who holds the rest of the shares?00:16:10 Does any royalty sit with management or insiders?00:17:15 Does the Barrick 1% NSR cover everything?00:17:31 What royalties make up the 3.8%?00:18:41 Will the 3.8% royalty be updated?00:19:31 Does Barrick get any back-end rights?00:20:42 What's left to pay on the Barrick option?00:22:06 Is the 2029 target tied to the option?00:23:36 Any change-of-control fees for management?00:26:56 What are those change-of-control payments?00:27:04 What KPIs will the board judge by?00:29:07 Is fixing the EV-per-ounce gap a KPI?00:32:14 Why did past operators walk away from Richmond Hill?00:37:56 What happened in the 1992 acid rock crisis?00:40:34 Why didn't Barrick develop the asset further?00:42:13 Why didn't Coeur push forward with it?00:43:48 Is Dakota Gold still liable for cleanup?00:44:44 What does that leave in expenses?00:45:20 Does Dakota Gold see the water-quality reports?00:46:03 Anything else Barrick is dealing with?00:46:57 Could the historic pit constrain pit designs?00:48:48 How comparable is Richmond Hill to other assets?00:54:27 What's the biggest unknown in the thesis?00:56:51 How much more drilling to convert the resource?00:58:50 How much proven and probable is needed?01:01:26 How much size is needed in the feasibility study?01:05:25 What's the checklist to keep 2029 realistic?01:06:56 Does timing depend on which IACF scenario?01:07:36 Which plan does management prefer internally?01:08:58 How much time for hearings is baked in?01:10:07 What does the permitting timeline look like?01:10:45 Any recent operation to model permitting after?01:11:01 Any open surface-right negotiations near the buffer?01:13:15 Could permitting coordination affect the timeline?
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Large Oxide Gold Deposit in the USA, But Can They Really Build a Mine? | Dakota Gold CEO Interview
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