In short: A holding that "really managed that transition terrifically well" from micro cap to a ~$1.5 billion company and one of Canada's premier development assets — because it added two Mining Hall of Famers to the board and a 40-year COO, knowing the team that built the explore co can't take it to production.
A British Columbia copper-gold developer he holds that has grown from a tiny company into a roughly $1.5 billion one. He credits the board for recognising that the team that finds a deposit is rarely the team that builds a mine, and hiring accordingly — two Canadian Mining Hall of Fame directors and a chief operating officer with 40 years of experience.
34:05So there's a lot of blowups, and they're undercapitalized and they make bad decisions along the way. My model is really: find assets that mid-tier to large mining companies would want to acquire. Very rare are the stories that can go from a junior explorer to a producer. I've got a couple. NorthIsle Copper and Gold has really managed that transition terrifically well from a micro cap stock to now a $1.
Nothing matches this filter.
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.