In short: A small shareholder, not a consultant. Tara Christie has grown AurMac into a 7–8 Moz gold asset at roughly a half-billion market cap and is now drilling off higher grade. "Definitely highly leveraged to gold… you're going to get a huge pop there, and it's a very real asset run by very real people."
Banyan owns AurMac in the Yukon, a gold deposit that CEO Tara Christie has grown to roughly 7–8 million ounces. It's low-grade but enormous, and that combination is what "highly leveraged to gold" means: when the gold price rises, the value of a huge low-grade deposit rises far faster than the metal itself, because a larger share of the rock suddenly becomes economic to mine. The same maths cuts the other way if gold falls.
At roughly a half-billion-dollar market value this is the most developed name on his list, and unlike most of the others he is only a small shareholder with no consulting relationship — so it's the cleanest of his views. What he's endorsing is the operator: he's watched Christie work through several market cycles, and she is now drilling to find higher-grade zones inside the big deposit, which is what turns a bulk-tonnage asset into a more profitable mine plan.
12:59She's grown that asset at Banyan into a many multi-million ounce gold asset. She's now they're drawing off some high-grade and again, she works tirelessly and if you're looking at a company, it's a bigger market cap at this point. And I mean it's I think it's a half a billion dollar market cap if I'm not correct.
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