In short: Run by Marc Blythe — Banyan's chairman, whom Phillips has known 20 years and calls "a first class mining engineer." "Which I'm very excited about" — drilling in Australia in October (the Havelock gold-antimony project, Victoria).
This is a pure people-bet, and he presents it as one. Marc Blythe — Banyan Gold's chairman, a mining engineer Phillips has known for twenty years — also runs Au Gold Corp, and Phillips says he is "very excited" about it. The near-term event is a drill programme in Australia in October, on ground in the Victorian goldfields prospective for both gold and antimony (antimony being a critical metal used in ammunition, flame retardants and batteries, and currently dominated by Chinese supply).
He gives no valuation, no resource figure and no ownership disclosure for it — so treat this as a name to research rather than a thesis he laid out. The whole substance of the recommendation is that a man with a twenty-year track record he trusts is running it.
12:34I know Tara Christie who runs that company. The chairman of the board is Mark Ble. Mark Ble I've known for 20 years. He's a first class mining engineer. He's also runs a company called AU Gold Corp, which I'm very excited about which will be drilling in October in in Australia. But on Banyan, I've watched Tara for the last, I don't know, four or five years, through the ups and downs of the markets and the things that happen when you're trying to develop an asset.
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