John Tumazos Very Independent Research, LLC
Mining, Metals, and Forest Products Investment Research
John C. Tumazos, Owner and CEO pictured below
John Tumazos Agenda:
https://veryindependentresearch.net/wp-content/uploads/2024/03/Website-URL-Links-for-2024.xlsx
(please copy the link and paste it into your browser)
Presentation Link: https://veryindependentresearch.net/conference-presentations-2024/
(please copy the link and paste it into your browser)
We apologize that AbraSilver Resources had a schedule issue, and postponed to March 28, 2024 at 1:30 pm e.s.t. from March 19th.
Next Tuesday, Wednesday and the following week we will host 5 precious metals royalty/streaming companies, 3 silver companies, the gold developer Collective Mining led by the same team that delivered Continental Metals highly successful Buretica gold mine sold to Zijin Mining and Magna Mining that develops Nii-Cu-PGM in Sudbury, Ontario able to sell concentrates into the excess mill, smelter and refinery capacities of Vale and Glencore. The use of existing infrastructure in the established Sudbury mining camp could result in a very low capital cost, rapid and lower risk startup of their two past producing mines. Magna Mining’s business model resembles that of the former FNX Mining, which was a very successful company that was valued at US $1.57 when it merged with Quadra in 2010.
Please remember that the LIVE and REPLAY URLs are identical, where we archive both the webcasts and the PDFs of the presentation slides on our website for at least one year.
Since 2008 we have hosted 124 companies collectively bought out for US $114 billion (attached excel), and we maintain our custom of trying to introduce emerging resource companies. We will host virtual meetings in 2024 on March 19-20 and March 28th, May 14-15, June 25-26, October 8-9 and December 10-11.
We are pleased to host 5 streaming and royalty companies among the ten presentations March 19-20th, including Wheaton Precious Metals, Triple Flag Precious Metals, Osisko Gold Royalties, Elemental Altus Royalties and EMX Royalty. We are trying to host more advanced, lower risk companies in our conference series with an emphasis on royalty and streaming companies. Investors have shorter time horizons in view of the highest costs of capital with 5% short-term treasury interest rates. In each case the CEO will make the presentation.
We also will host 3 silver companies on March 19th, including Hecla Mining, Discovery Silver and AbraSilver Resources with each silver company CEO presenting. Tony Makuch, the former head of Kirkland Lake Gold and Lake Shore Mines, runs Discovery Silver. Both the projects of Discovery Silver in Mexico and AbraSilver Resources in Argentina can be built for less than ¼ of the initial cap ex cost of the La Colorada Skarn project of Pan American Silver in Mexico.
We will host Collective Mining for the first time, which is the same team that sold the Continental Gold and Buretica gold deposit in Colombia to Zijin Mining for US $1 billion. They have another large gold discovery also in Colombia also at a low elevation.
We will host Magna Mining also for the first time, which seeks to restart nickel-copper-cobalt-PGM-gold-silver deposits in the Sudbury, Ontario basin. Utilizing a contract miner or delivering ore to either nearby Vale’s Inco or Glencore’s Falconbridge mills, smelters and refineries may permit a very low capital cost, rapid and lower risk startup. Its business model resembles the former FNX Mining, which was a very success company that sold out in 2010 for US $1.57 billion. Management believes they may have revenue in 1 or 2 years, although the recent sharp declines in nickel and palladium prices are a setback providing an opportunity for investors to hear the company at one-third of its one year share price peak.
Please remember that each URL below will work BOTH for the live webcast and the replays, which we archive on our website for one year. We attach our historic roster of 122 companies we hosted since 2008 bought out for a collective US $105 billion, where we principally screen for companies with > US $3 billion of in situ mineral resources. Very humbly, we simply look for an honest business with a real deposit that is not a fraud like Bre-X and with a reasonable opportunity for development, where to save time and frustrations, we skip over early exploration themes. We ignore if there are no revenues, little market capitalization or a large up front cap ex to build the mine. We are a little more selective these days with higher interest rates, and have trimmed our programs from peak sizes of up to 77 companies in 2021. We will also host virtual meetings May 14-15, June 25-26, October 8-9 and December 10-11, where our schedule flexibility offering ten days of sessions makes it easier to assemble our many friends.
Tues March 19, 2024
9:45 Collective Mining
Ari Sussman Executive Chairman
https://attendee.gotowebinar.com/register/1028182346916312414
11:00 Triple Flag Precious Metals
Shaun Usmar CEO, Director and Founder
https://attendee.gotowebinar.com/register/180542445556932949
12:15 Discovery Silver Corp.
Tony Makuch
President & CEO
Forbes Gemmell
VP Corporate Development
https://attendee.gotowebinar.com/register/8490043298024206678
2:45 Hecla Mining
Phil Baker
President & CEO https://attendee.gotowebinar.com/register/5277459437245200218
Wed March 20, 2024
9:45 Elemental Altus Royalties
Frederick Bell
CEO https://attendee.gotowebinar.com/register/7437187247593590875
11:00 Osisko Gold Royalties
Jason Attew
President & CEO https://attendee.gotowebinar.com/register/5349192675770878550
12:15 PM ET EMX Royalties
David M. Cole
President and CEO
https://attendee.gotowebinar.com/register/7427651183447647580
1:30 Wheaton Precious Metals
Randy Smallwood
President & CEO https://attendee.gotowebinar.com/register/5310180903419858522
2:45 Magna Mining
Jason Jessup
CEO
Paul Fowler
Senior Vice President
https://attendee.gotowebinar.com/register/8110773359092922463
March 28, 2024
1:30 PM ET AbraSilver Resources
John Miniotis
President & CEO
David O’Connor
Chief Geologist
https://attendee.gotowebinar.com/register/3213854232793636442
Tues May 14, 2024
9:45 Appia Uranium & Rare Earths Corp Tom Drivas
CEO and Director https://attendee.gotowebinar.com/register/1859871633972859232
11:00 Goldsource Mines Inc.
Steve Parsons
CEO https://attendee.gotowebinar.com/register/1907337550834997080
12:15 Western Copper and Gold
Sandeep Singh
CEO https://attendee.gotowebinar.com/register/3900447567293465177
1:30 Seabridge Gold
Rudi Fronk
Chairman and CEO https://attendee.gotowebinar.com/register/5491883995848600928
Wed May 15, 2024
11:00 McEwen Mining
Rob McEwen
President and CEO https://attendee.gotowebinar.com/register/4904204926822983515
"Job Opening"
This is a full-time position.
We have a job opening for a trainee research analyst. Candidate should be a recent graduate with a Bachelor of Science degree in some quantitative discipline able to maintain or build financial models. We like the candidate to know standard deviation, coefficient of variation, regression analysis or related quantitative skills. Financial accounting, finance, macroeconomics or microeconomics a plus. Could be a later CFA charter candidate. Send resume to
information@veryindependentresearch.com
ues March 19, 2024
9:45 Collective Mining Ari Sussman Executive Chairman https://attendee.gotowebinar.com/register/1028182346916312414
11:00 Triple Flag Precious Metals Shaun Usmar CEO, Director and Founder https://attendee.gotowebinar.com/register/180542445556932949
12:15 Discovery Silver Corp. Tony Makuch President & CEO https://attendee.gotowebinar.com/register/8490043298024206678
Forbes Gemmell VP Corporate Development
1:30 AbraSilver Resources John Miniotis President & CEO https://attendee.gotowebinar.com/register/3213854232793636442
David O’Connor Chief Geologist
2:45 Hecla Mining Phil Baker President & CEO https://attendee.gotowebinar.com/register/5277459437245200218
Wed March 20, 2024
9:45 Elemental Altus Royalties Frederick Bell
CEO https://attendee.gotowebinar.com/register/7437187247593590875
11:00 Osisko Gold Royalties
Jason Attew
President & CEO https://attendee.gotowebinar.com/register/5349192675770878550
12:15 EMX Royalty
David M. Cole
President and CEO https://attendee.gotowebinar.com/register/7427651183447647580
1:30 Wheaton Precious Metals
Randy Smallwood
President & CEO https://attendee.gotowebinar.com/register/5310180903419858522
2:45 Magna Mining
Jason Jessup
CEO https://attendee.gotowebinar.com/register/8110773359092922463
Paul Fowler
Senior Vice President
Tues May 14, 2024
9:45 Appia Uranium & Rare Earth's Corp Tom Drivas
CEO and Director https://attendee.gotowebinar.com/register/1859871633972859232
11:00 Goldsource Mines Inc.
Steve Parsons CEO https://attendee.gotowebinar.com/register/1907337550834997080
12:15 Western Copper and Gold
Sandeep Singh
CEO https://attendee.gotowebinar.com/register/3900447567293465177
1:30 Seabridge Gold
Rudi Fronk
Chairman and CEO https://attendee.gotowebinar.com/register/5491883995848600928
Wed May 15, 2024
11:00 McEwen Mining
Rob McEwen
President and CEO https://attendee.gotowebinar.com/register/4904204926822983515