In short: The second name in the same Denver Gold Show story ("the guys at IM Gold… walked us through the project") — a project the crowd doubted ("that blew out on capex") that got built and rerated. Retrospective illustration of narrative lag; no position. Identification from the caption is probable, not certain.
35:49There were three or four assets we looked at about 3 years ago. I want to say maybe it was either two and a half, three years ago. We were at the Denver Gold show. Attendance was just absolutely miserable at the time and we looked at the Artemis project. We probably bumped into the guys at IM Gold and they walked us through the project, and we were a bit distracted with a couple things for another asset we were pretty heavily involved in.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.