In short: The explorer leg of his three-name request, and a new name for him. CEO Blake is "super hard charging, just like Terry Lynch at Power Metallic… attending conferences, putting out news like every week." Projects in Nevada and New Mexico, "two states I really like", and early sample results — not deep drill holes — of over 4% tungsten at the new Nevada project, Roland, against a global average nearer 3%. A drill rig is moving to New Mexico. Named alongside KAZR as the equities you must buy because tungsten has no ETF and no futures market.
Western Star is the earliest-stage of his three tungsten names — an explorer, meaning it is still looking for the deposit rather than proving up or building a mine. It is also a new position for him.
What he likes first is behaviour: CEO Blake is "super hard charging", at conferences and putting out news almost weekly — the same energy he credits Terry Lynch with at Power Metallic. In a market where nobody is paying attention, showing up is a real variable.
What he likes second is grade. At the new Nevada project, called Roland, surface sample results came back at over 4% tungsten against a global average nearer 3%. He is careful to flag the limitation himself — these are samples taken at surface, not deep drill holes, which is much weaker evidence — but a drill rig is moving to their New Mexico ground now. Together with KAZR, this is one of the two names he cites when explaining that owning the equities is the only way to own tungsten at all.
28:59That's WSRIF in the States, and WSR in Canada. Blake is super hard charging, just like Terry Lynch at Power Metallic. Love that in a CEO. Attending conferences, putting out news like every week. They're in Nevada and New Mexico, two states I really like. And they just put out some sample results.
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.