I watched couple thousands of interviews in the last 4-5 years and Michael is a guy I pay attention to very closely. I found him superior to others or at least superior in explaining problematic of junior miners to the public. There is something about this guy that is different, so I invested in some of his top picks. So far as the whole sector it was not so good but conviction is still present or maybe higher than ever. One other guy totally different in experience comparation that I found him very very interesting, guy that gives me similar vibe as Gentile (not yet sure why) is Vukasin... Vukasin even being not so experienced is clearly seeing thru noise, if he'd have a ticker I would place my bets on him.
@ResourceTalks
2 ай бұрын
I enjoyed this chat as well. Hopefully we'll get Michael back on soon. Thanks for watching!
@JJ-ji4kn
2 ай бұрын
He has a very sharp intelect and can clearly express his opinions. Pay attention to what he invests in !
@AA-ih2eo
2 ай бұрын
Hold 3 stocks from the MG portfolio.1) clean air metals; 2) roscan; 3) group eleven. Really happy with group eleven, jury is out on roscan and clean air is a lottery ticket now after everything that has happened. Fantastic interview! Keep up the great work guys.
@ResourceTalks
2 ай бұрын
Thank you for sharing, A! I appreciate the kind feedback.
@INKResearch
2 ай бұрын
Excellent interview with Michael Gentile. Thank you.
@ResourceTalks
2 ай бұрын
Thank you for being here, sir!
@Phaedrus5015
2 ай бұрын
Mr. Gentile is the person that I watch closest in this space. He gives out his interviews sparingly, so great job in getting him on your show, Antonio.
@ResourceTalks
2 ай бұрын
Thank you for watching & commenting, P. Michael was a great chat. Hopefully we can get him back on soon.
@jbm5344
2 ай бұрын
Excellent! Please more interviews with Michael talking about his individual portfolio holdings. Very educational Thanks!
@ResourceTalks
2 ай бұрын
Thank you, J. I enjoyed this chat with Michael as well, and hope to have him back on soon!
@rayyoder6929
2 ай бұрын
Great interview...I'm in a number of Michael's companies and I try to listen to him whenever possible. Thanks.
@ResourceTalks
2 ай бұрын
Thank you for being here, Ray. Glad you're finding value in these!
@benbover5879
2 ай бұрын
Great interview guys, really enjoyed Michael
@ResourceTalks
2 ай бұрын
Thank you for being here, Ben! Glad you're finding value in these chats.
@christophegiraud7805
2 ай бұрын
Top interview and guest with Michael Gentile - Hopefully he will be back in a couple of months!
@ResourceTalks
2 ай бұрын
Thank you, Cris. I sure hope you're right. I thought this was indeed a great conversation, and hope to get him back on soon!
@malekmalek9064
2 ай бұрын
Good interview, awesome guest tho i didn't knew him. Thanks.
@ResourceTalks
2 ай бұрын
Thank you for being here, Malek. Glad you're finding value in these. Michael is great!
@AlpineStacker
2 ай бұрын
Always interesting to listen to Michael! Thanks guys for the fantastic interview!
@ResourceTalks
2 ай бұрын
Thank you for stopping by, B! I appreciate the kind encouragement and am happy you're finding some value in these chats.
@derwaldbaer5707
2 ай бұрын
A very good interview. Thanks!
@ResourceTalks
2 ай бұрын
Thank you, D. Glad you're finding some value in here and I appreciate you taking the time to comment.
@gregfridholm2136
2 ай бұрын
Thanks for another great interview!
@ResourceTalks
2 ай бұрын
Thank you for the continued support, Greg. I'm glad you're still finding value in these.
@nguentong
2 ай бұрын
Hi Guys, You got just half the story on Carbon Streaming. Good that the new team came in, but it was the removal of the previous CEO Justin Cochrane that was just as big. Marin Katusa backed him at the beginning but was quickly disappointed with ballooning costs & compensation, missed targets & lofty promises. He was exploring legal means to remove the CEO, but it was a great outcome that the CEO voluntarily stepped down & Marin was able to use his leverage to bring in a more credible team to turn the ship around.
@ResourceTalks
2 ай бұрын
Do you think the removal of the CEO is what made the stock go up or was it the new promotion team behind it?
@nguentong
2 ай бұрын
Both had to happen. They had to come together. If it was just a promotion team, & Justin was still around, nothing would happen. By the way, I don’t think the new team is there to promote but to actually get down to business. That was why Marin used considerable personal leverage to bring them in. He has a lot of co-investors that followed him, & he was very pissed off with Justin’s performance.
@ResourceTalks
2 ай бұрын
Either way interesting to see it develop. Thanks for stopping by!
@mikeburda3038
2 ай бұрын
Wow the surgery went great- you look 10 years younger!!! : )
@ResourceTalks
2 ай бұрын
Lol, correct! Thanks for stopping by, Mike.
@JJ-ji4kn
2 ай бұрын
Briliant interview !
@ResourceTalks
2 ай бұрын
Thank you for the kind words, JJ!
@miamivibess
Ай бұрын
I've been following M.G. since 2021 ✔✔👍
@ResourceTalks
Ай бұрын
He's great!
@adriansaw8329
2 ай бұрын
You should have him as a regular once a month or bi monthly
@ResourceTalks
2 ай бұрын
I agree! Thank you for watching, Adrian.
@ronaldodowd7838
2 ай бұрын
This is a no-brainer. For those who want predictable gains with relative safety, Albermarle is your go to stock. I want eventual torc when lithium turns around and gets out of its bear market. That's why I own Lithium Americas and its sister company, Lithium Argentina. More risk but more reward potential in my opinion. I like to be early and build a nice position. Then I wait it out.
@ResourceTalks
2 ай бұрын
I wouldn't call anything in mining speculation "safety", even with the word "relative" in front of it, but I see your point, Ronald.
@stuarthinds848
2 ай бұрын
Thank you
@ResourceTalks
2 ай бұрын
Thank you for the continued support, Stuart!
@ronaldodowd7838
2 ай бұрын
I'm looking at buying more Lithium Americas as a contrarian play.
@ResourceTalks
2 ай бұрын
How come?
@robertdagge200
2 ай бұрын
Very good thanks. Seems I share some attributes with MG - I too served coffee in my time, and only produce females. Not too sure about the other money stuff tho' - my first share purchase (a dodgy O&G coy on a hot tip) went bust etc etc. A 5X of total investments in a depressed sector is certainly not too shabby at all.
@ResourceTalks
2 ай бұрын
I haven't attempted to produce any humans yet, but I have brought a lot of coffee in my day.
@igor-Light111
2 ай бұрын
Roscan gold?? Michael you expected they get license some time ago any updates?
@ResourceTalks
2 ай бұрын
I don't think Michael will be answering the comments in here, but this is maybe a good question for our next chat with him.
@gregfridholm2136
2 ай бұрын
@@ResourceTalks Perhaps also ask him how retail can expect any gain on Canterra?
@ronaldodowd7838
2 ай бұрын
Hi Antonio, When it comes to shell companies, the golden rule is: if you don't immediately recognize most of the names on the board or in management, well then better steer clear. Oh well...
@ResourceTalks
2 ай бұрын
Maybe by the time the famous names have been announced it's too late, though, no?
@ronaldodowd7838
2 ай бұрын
Shells are like SPACs. Mostly worthless. So, if good people with a proven track record aren't there on Day One, I won't go near it with a barge pole.
@ronaldodowd7838
2 ай бұрын
Got Cascadia as a spin-out. Still holding too.
@ResourceTalks
2 ай бұрын
What's your goal there?
@ronaldodowd7838
2 ай бұрын
Hi Antonio, I find Yukon to be an intriguing jurisdiction. I'm more wait and see on this stock. I think it will be a net positive for me in the future. I like what I see so far.
@ronaldodowd7838
2 ай бұрын
Northern Superior too.
@ResourceTalks
2 ай бұрын
What's your goal there?
@ronaldodowd7838
2 ай бұрын
I own quite a few Gentile companies. I appreciate his incredible due diligence and his judgment so I'm along for the ride in these companies. If I like the project at first blush, I tend to buy and hold on hopefully not for too long. Value judgments in mining are never an easy thing. It's supposed to be informed speculation. It only that was always the case.
@brandonm5400
2 ай бұрын
This frickin guy ....
@ResourceTalks
2 ай бұрын
What about him, B?
@bobbiecrider6964
2 ай бұрын
👍👍
@ResourceTalks
2 ай бұрын
Always appreciate seeing you here, Bobbie!
@ronaldodowd7838
2 ай бұрын
I own Radisson and American Pacific.
@ResourceTalks
2 ай бұрын
You own a lot of em, Ronald!
@ronaldodowd7838
2 ай бұрын
I value people over projects. I'm going to take a big bet on Ivan Bebek real soon. I will increase my share count in both Fury Gold and Sombrero Resources. Ivan is a proven value-creator. Like he said, he needs more time and I have faith in him and his judgment. It's not a matter of if I'll be rewarded. Rather, IMHO, it's only a matter of when.
@ronaldodowd7838
2 ай бұрын
Sombrero is now Coppernico.
@ronaldodowd7838
2 ай бұрын
Own Triple Flag.
@ResourceTalks
2 ай бұрын
What's your goal there?
@ronaldodowd7838
2 ай бұрын
I bought Triple Flag as a high quality Royalty play in order to further diversify. I mention it here in connection with the Nevada Copper fiasco. Elliott is the major shareholder over at Triple Flag. Interesting connection.
@brianrichards7006
2 ай бұрын
With the Russian/Ukraine war, and all the Western hatred for all things Russia (A view which I do not share, as a US citizen) there is certain to be some great Russian stocks to purchase. One would have to understand the Russian language to read financial reports, but unless there's a world war III, there are probably life changing bargains. The real tragedy of the day is that Antonio cut off his beautiful beard!
@ResourceTalks
2 ай бұрын
I agree on that last part. It'll grow back. I had to, for a surgery. Still sad.
@ronaldodowd7838
2 ай бұрын
Oups. Own Nevada Copper...
@ResourceTalks
2 ай бұрын
What's your goal there?
@ronaldodowd7838
2 ай бұрын
Well Antonio, it wasn't bankruptcy protection. They'll be recapitalized by Elliott and have a second go at Pumpkin Hollow. As for we shareholders, we've been wiped out. Too bad the rescue didn't turn out like Alexco did...c'est la vie. Got to take my lumps with everyone else who held the common.
@mutantryeff
2 ай бұрын
|||
@ResourceTalks
2 ай бұрын
How's it going sir?
@mutantryeff
2 ай бұрын
@@ResourceTalks Doing good. I hoped to start a 5-gallon keg of mead using 6.7 pounds of honey today. I want to get three different 5-gallon kegs at different ABV strengths using 12 pounds of 'Black Sage' honey (one gallon) in the next couple days. I have three or four kegs and one of hop water that I plan on dumping as they were not up to my standards. The worst part of this hobby is cleaning and sanitizing equipment.
@DumstigB
2 ай бұрын
That's why you have a wife.
@mutantryeff
2 ай бұрын
@@DumstigB Rather have a brain than a wife
@ResourceTalks
2 ай бұрын
You need a brand name now! Mead Talks. We should start a mead podcast.
@elation0x
2 ай бұрын
When Michael Gentile (and any of these "investors") say "Shareholders" what they mean is "Insiders" so when you buy their shares they dump on your heads
@ResourceTalks
2 ай бұрын
That's verifiably untrue in Michael's case, but it does happen in the industry. In any industry, really.
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