John Tumazos Very Independent Research, LLC
Mining, Metals, and Forest Products Investment Research
John C. Tumazos, Owner and CEO pictured below
John Tumazos Agenda:
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Presentation Link:
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We are pleased to host 11 precious metals companies June 10-11 in the next tranche of our virtual conferences, including 4 royalty companies, 3 "mega-deposit" undeveloped companeis, 3 gold miners and one exploration company. Discovery Silver rescheduled to June 10 at 8:30 am from May 14. Alamos Gold rescheduled to June 10 at 9:45 am from October. Triple Flag Precious Metals rescheduled to October 8 from June 10. MAG Silver, which sold out to PAAS, cancelled.
The URLs below are for the audience to participate in the LIVE webcasts. We have a GoToStage channel, like a YouTube channel, for EVERY REPLAY of our past several years, at https://www.gotostage.com/channel/c048cf1cc14442d8b67b8bd72cac12fa
We host Vior for the first time, which is 10%-owned by Gold Field Ltd, and includes several former Osisko Mining executives. It advances the Belleterrre project in northwestern Quebec. It is at an early stage of documentation, but we host it because its team has a prior history of large successes.
Discovery Silver enjoys 16.4 mm oz of resources, including 3 producing mines, an operating mill and at least two prospective added resources to enter future production. It is "better than a 16.4 mm oz discovery," because it would have cost much more than $200 mm cash paid up front to NEM to drill out a 16.4 mm oz discovery. And many discoveries take 5-15 years to document resources, advance to feasibility study, permit, finance and build. It would have cost over $1 B to build 2 underground mines, the Pamour open pit mine and a 12,000 mtpd mill permitted to 15,000 mtpd..
Since 2008 we have hosted 145 companies bought out for U.S. $126 B combined. In the past several years we have tried to focus on more advanced companies closer to revenue as investors grew impatient with distant time horizons at higher interest rates. Yours truly owns Discovery Silver, Alamos Gold and Gold Royalty among the coming speakers. We wish we had enough money to own them all.
Faithfully,
John
Tue June 10, 2025
8:30 Discovery Silver Corp. Tony Makuch President & CEO https://attendee.gotowebinar.com/register/534702845785925983
Forbes Gemmell VP Copr. Dev.
Mark Utting VP Investor Relations
9:45 Alamos Gold Scott K. Parsons SVP, Corporate Development & IR https://attendee.gotowebinar.com/register/3030572250779450719
11:00 McEwen Mining Rob McEwen Chairman, Chief Owner https://attendee.gotowebinar.com/register/2475962092898652256
Michael Meding VP & GM, McEwen Copper
1:30 Gold Royalty David Garofalo Chairman & CEO https://attendee.gotowebinar.com/register/5440080512292101470
Peter Behncke Mgr, Corp. Dev. & IR
2:45 Franco-Nevada Eaun Gray SVP, Bus Dev. https://attendee.gotowebinar.com/register/7918098246415983456
4:00 Element Altus Royalties Frederick Bell CEO and Executive Director https://attendee.gotowebinar.com/register/2610618182618246744
Wed June 11, 2025
11:00 Vior Inc Mathieu Savard President, CEO, and Dir. https://attendee.gotowebinar.com/register/3151453658670218076
12:15 Triple Flag Precious Metals James Dendle COO https://attendee.gotowebinar.com/register/732652322310442844
1:30 Seabridge Gold Rudi Fronk Chairman & CEO https://attendee.gotowebinar.com/register/4947977590564686933
2:45 Northern Dynasty Ron Thiessen President & CEO https://attendee.gotowebinar.com/register/1161821397334335580
4:00 NovaGold Greg Lang President & CEO https://attendee.gotowebinar.com/register/6969914605382699096