Paul Johnson

Tungsten, germanium, oil, biofuels, tailings. Plenty of ground covered in this one.Paul Johnson joins Out of the GRND for a wide-ranging conversation on the junior resource sector and four companies worth a closer look. Paul is the founder and former CEO of Power Metal Resources, and has spent many years working across AIM-listed mining and exploration businesses.The conversation starts with his read on the current market and where sentiment sits in critical minerals, before moving into specifics.Companies discussed:Guardian Metal Resources and the Pilot Mountain tungsten project, sitting at the intersection of US supply chain policy and critical minerals demand.Rockfire Resources and the Molaoi project, with germanium and zinc giving the story two angles.80 Mile and a genuinely diversified setup covering the Greenland oil partnership at Jameson, the Disko project, and biofuels in Italy.Panther Metals and Winston Tailings, a low-cost, near-surface story that doesn't get the attention it probably deserves.Honourable mentions along the way for Conroy Gold and Natural Resources, Arkle Resources and First Development Resources.Whether you agree with Paul's view or not, there's enough here to sharpen your thinking on the sector.Have a listen.