Antonio, you do an excellent job in posing the tough questions to CEO's like Mr. Curyer without being too abrupt. That is an art.
@ResourceTalks
2 ай бұрын
Thank you for the kind feedback, P. I'm glad you're finding value in these.
@frankfarley2480
2 ай бұрын
That’s because he knows from personal experience that these people bear watching.
@eman1989z
Ай бұрын
Ug, i guess this raise was for M&a.. didn't expect it at these prices
@ozw123
2 ай бұрын
Love how you're not afraid to ask the tough questions. You're the only interviewer out there who has the balls to do this rather than just give a promo vid. Others have sold out for the easy win, it seems. Respect man. Keep it up!!
@ResourceTalks
2 ай бұрын
Thank you for the kind feedback! It really means a lot, and I'm very glad to read that you're finding value in these chats.
@mkmountain88
2 ай бұрын
Tough bold questions from Antonio. Almost all sell side analysts would not publicly grill the CEO on its marketing spend for fear of losing a banking deal opportunity. Well done.
@ResourceTalks
2 ай бұрын
Thank you for the feedback, Mk! I'm glad you're finding value in these conversations. I have a long way to go in order to become decent at this but the continued support does help a lot.
@reko.1
2 ай бұрын
Great that you’re getting nexgen to your platform 😊
@ResourceTalks
2 ай бұрын
Thank you for watching, Reko!
@mikegould9278
2 ай бұрын
Antonio you have came so far with this channel and your interview skills with still having the same humour. Well done you are the best interviewer in the commodity space another great one
@ResourceTalks
2 ай бұрын
Thank you for the very kind feedback, Mike. I have a very long way to go, but your support definitely helps. Much appreciated.
@marcibanez01
2 ай бұрын
What great interviews, especially to Nexgen's CEO. Antonio, your chanel has become "a must" for commodity and mining investors. Congratulations for the job well done!
@ResourceTalks
2 ай бұрын
Thank you for the very kind feedback, Marc. I'm glad you're finding value in these chats.
@nuller4ever
2 ай бұрын
Fantastic interviews mate! Would be nice to know the exact dates the interviews had taken place. Improvement for next time.
@ResourceTalks
2 ай бұрын
Thank you, F. All interviews are recent and get recorded shortly before publishing.
@markharrison1689
2 ай бұрын
Very good push back Antonio, i appreciate you pushing him on this, it is much needed. C suite needs to be pushed to keep G/A low. It was a fantastic interview with Nexgen.
@ResourceTalks
2 ай бұрын
Thank you for the kind feedback, Mark. I'm glad you're finding value in these.
@RationalSpeculator
2 ай бұрын
UR-Energy & NexGen, Cash & Curyer, straight-shooter & spinmeister. You put together many interesting, useful contrasts here. The reasons Curyer gave for the extravagant sponsorships don’t justify them IMO. Those things could have been achieved at far less expense. UR-Energy has been a core holding for 5 years and will remain so. I don’t hold NexGen (except indirectly via Queen’s Road Capital Investment). Maybe NXE’s high promotional expenses will boost the share price even higher. Or it might dive for whatever reasons. QRC can’t lose and stands to gain any upside.
@ResourceTalks
2 ай бұрын
Thank you for being here, RS! I interviewed Warren Gilman a while back, too, and he said Queensroad does indeed stand to gain no matter what. However, it would still be better to see NXE build Arrow.
@heldaneurbanus5135
2 ай бұрын
It is downright relaxing how "boring" Ur-Energy is. Mr Cash says what they will do and why, then they do it. Rinse, repeat. I've been following them for 3 years. Few CEOs are as clear, willing to share a great deal of information, never defensive, do not make excuses, and do what they said. On time and on budget. There have been times when I understood Ur-Energy's business plan better than my own employer. With time for humour along the way.
@socalsilver6397
2 ай бұрын
Good resource talks! Great job with NXE CEO too. Answered many questions about G&A, “Partnerships”, permits, exploration and timelines in what seemed, factual context. Enjoyed & Liked! Thx A 👍🏼
@ResourceTalks
2 ай бұрын
Thank you, sir. I'm glad it was of value.
@geary2
2 ай бұрын
Thanks for getting NXE on and enjoyed URG too
@ResourceTalks
2 ай бұрын
Thanks, J. I'm glad you're still watching these!
@jacobleedgaard5968
2 ай бұрын
NexGen CEO: "The primary driver for sponsoring a Formula 1 team was a around safety and innovation" :D As a natural resource company NexGen is a price taker, ergo no reason whatsoever to invest shareholder money on such ridiculousness. Canadian based ice hockey teams? Also ridiculous though not as blatantly stupid as the community building argument makes a bit more sense there possibly increasing the odds of obtaining a licence. The F1 thing is obviously 100% ego.
@ResourceTalks
2 ай бұрын
What do you think is sensible advertising for a company of this size?
@jacobleedgaard5968
2 ай бұрын
@@ResourceTalks Why advertise as a resource company? They should help the communities close by and that's it. Good job posing the questions to him. In my years of following this company they have always shied away from questions. The things they do don't hold up to scrutiny. They are neither normal nor fair. Outrageous advertising budgets, outrageous executive pay.
@frankfarley2480
2 ай бұрын
Ego tax on shareholders.
@frankfarley2480
2 ай бұрын
Nexgen can do whatever they want because they are the elite. Interview in a nutshell.
@dro1888
2 ай бұрын
As a shareholder NexGen has no business wasting shareholders capital $$$ on F1 racing and hockey teams, NexGen has ZERO revenues, your not BHP.
@ResourceTalks
2 ай бұрын
What did you think of Leigh's rationale behind the spend?
@dro1888
2 ай бұрын
@@ResourceTalks 250 mill spend for 2.7 mill pounds makes sense, unfortunately at approximately $93.00 lb. is a late buy, but will look good if spot goes to 120-200 at least its a physical asset, unlike the spend for sports teams who most are not share buyers.
@larrybarken8443
2 ай бұрын
Great interview. You are first to ask tough questions. His answers make no sense. Why do you need to reach these audiences. You sell to utilities. Sounds like an ego play. They do have great resources and I have large investment in spite of Leigh.
@MK7779-
2 ай бұрын
I agree, the amount of G&A is a demonstration of poor stewardship of investor capital.
@Hrubicundus
2 ай бұрын
Antonio did you see Warren Irwin's interview with Bill Powers at Mining Stock Education? Talked about why he sold all his Nexgen. Interesting.
@ResourceTalks
2 ай бұрын
What's more interesting is that Warren has started making the tours just now, given how long ago he sold. He's not a stupid man.
@Hrubicundus
2 ай бұрын
Shorting?
@enriquejm9367
2 ай бұрын
@@Hrubicundus buying
@bozolito108
2 ай бұрын
He’s coming off as so defensive and a bit arrogant. Nexgen “stock price performance” blah blah blah. Leigh should show some damn humility. Liquidity has driven the performance. Until recently they were one of the few with the size for institutions. Already at $6 billion Going forward they’ll underperform
@ResourceTalks
2 ай бұрын
Thank you for being here, J! Who do you think will outperform going forward?
@bozolito108
2 ай бұрын
@@ResourceTalks look Antonio this isn’t financial advise nor am I your marriage counselor but when we hear financing/M&A news from Bannerman your wife if going to divorce you if you don’t have shares. Energy fuels and UR are both doing REAL things but they just need a little marketing help. Dennison and Fission too. 🥚
@agentlemadness1348
2 ай бұрын
Well done Antonio - Thanks! I won’t own NexGen, because of how they spend $$$ - They have a great deposit, but act like a Lifestyle Company.
@ResourceTalks
2 ай бұрын
Thank you for stopping by! I always appreciate your kind comments.
@mutantryeff
2 ай бұрын
I've almost finished this video, but it had to run at 2.0x. I was sampling some of my mead, which I'm not happy with, as it is a bit too acidic using 'Raspberry Honey'. It isn't the honey's fault; this was the 4th mead I'd ever made and part of the learning curve. Monday the 3rd, I will be getting results from the State Fair for two meads (I just wanted the judging sheets as I don't know what I'm doing) and a three-year-old Eisbock (gold medal last year). I also sampled another slightly newer Eisbock a week ago that is even better than the one sent off to the State Fair. The nice thing about Eisbocks is that they get better with age.
@edwardk3
2 ай бұрын
Cool it. Warm and sweet are bad in a Mead
@ResourceTalks
2 ай бұрын
I don't think I've ever had mead. I must try.
@bozolito108
2 ай бұрын
Sounds good Figure it out and post vid or recipe. I’d love to try. In high school I could t get alcohol and tried to make it from a book in the library. It was awful
@patricka8219
2 ай бұрын
Having a deposit that just sits there and claiming that the G&A is great because it is the lowest /lbs of uranium is just bizarre
@ResourceTalks
2 ай бұрын
Thank you for being here, Patrick! I guess we'll see what Nexgen does with it over the next couple of years, and whether those dollars will have paid off. Hopefully, I can keep getting Leigh back on for updates in the meantime.
@alexhuynh5509
2 ай бұрын
Great interview and good work.
@ResourceTalks
2 ай бұрын
Thanks for listening, Alex. Glad you're finding value in this one!
@peterpeeters9599
2 ай бұрын
Great questions! Greetings from belgium! (Flanders)
@ResourceTalks
2 ай бұрын
Thank you for the kind feedback, Peter!
@malekmalek9064
2 ай бұрын
🙌 Limburg
@apothe6
24 күн бұрын
Good work grilling The NexGen CEO
@ResourceTalks
23 күн бұрын
Thank you, Apo!
@michaeltucker5153
2 ай бұрын
Good questions, great job.
@ResourceTalks
2 ай бұрын
Thank you for being here, M. Glad you're finding value!
@scottsmith9201
2 ай бұрын
Hello Antonio! Still here and catching up. Hope all is well with you and yours. Thanks for posting!
@ResourceTalks
2 ай бұрын
Scott! How's everything going sir? I always appreciate the kind support.
@georgemyers1543
2 ай бұрын
Great in depth questions for John cash, thank you!
@ResourceTalks
2 ай бұрын
Thank you, George. John is great, and always has a straight-forward answer.
@tydeeup1548
2 ай бұрын
Thank you, great interview. My mind is finally made up, I will certainly not invest in Nexgen whilst Leigh is driving it.
@ResourceTalks
2 ай бұрын
Thank you for being here, T. Glad you're finding value in these talks, but don't let one interview determine your investment decision.
@deniskutman7346
2 ай бұрын
The reasoning that the CEO provided for the excessive G&A and marketing is BS. His reasoning essentially says: we found our amazing deposit very quickly and with few drill holes so now we want to make up for that by spending excessively.
@edwardk3
2 ай бұрын
No he's donating to women in football. There are structural forces that keep woman from playing football. He's helping society advance to equality.
@ResourceTalks
2 ай бұрын
Thank you for watching & commenting, Denis!
@bozolito108
2 ай бұрын
Exactly. It’s industry standard to help the communities around them. Look at Bannerman, Energy fuels etc. But NXE is just shameless BS. Build a school, orphanage, scholarships for nuclear engineering etc. F1 my arse
@jptrainor
2 ай бұрын
I don't understand what the NexGen ceo is talking about when he says "everything we've done is setting new standards". The deposit is big. I get that. What is the rest of "everything"? It's a mine. Not a rocket.
@ResourceTalks
2 ай бұрын
It's not yet a mine, but the orebody they've discovered is pretty impressive. I suppose he is talking about that, as well as marketing, etc.
@stuarthinds848
2 ай бұрын
NexGen F1 safety - I suppose all the dump trucks will be fitted with spoilers and be able to get all 4 tyres changed in under 2 seconds. What a load of BS 🙄
@FredSanford2003
2 ай бұрын
Exactly. Explain the overlap between F1 and mining. We will wait.
@ResourceTalks
2 ай бұрын
I suppose it's mostly about the engineering talent in F1, which is indeed typically of a higher caliber. Whether they're looking forward to working in the great white north remains to be seen, I guess.
@robertdagge200
2 ай бұрын
Very good thanks. 'Going over and above' is easy when using other people's money. And the share price is up because people have little else of size in the sector in NA to invest in. And of course the headcount is lower - the project is still early stage and most of the work has been studies performed by third parties...... His compensation claim is dubious (except wrt Amir Adnani, perhaps) but fact is, he is vastly overcompensated for what is actually done ("We sit on a good deposit and share price is rising therefore management will extract massive compensation, all paid for by others". Nice). I don't believe these guys can or will successfully build and operate the mine, and $6bn + is a high purchase price. And the Chinese are excluded as po6ential bids. Problem? With permit coming soon and lack of alternatives, price will probably continue to rise - at what stage is it in a bubble on an unrealised asset?
@ResourceTalks
2 ай бұрын
Thank you for stopping by, Robert. I hope to be able to keep getting updates on Nexgen over time, and see if they'll get where they hope they will!
@bozolito108
2 ай бұрын
Yup. That’s what I said too. Management’s arrogance over the last 4 years has been astounding. You can’t argue with the price rise but they are large and in every index. Now it’s time to put up or shut up
@malekmalek9064
2 ай бұрын
Also looking forward to Rick's BBQ of NEXGEN
@ResourceTalks
2 ай бұрын
Yes! That'd be great.
@malekmalek9064
2 ай бұрын
@@ResourceTalks I read on x that he is going to interview him,atleast if it wasn't one of the many fake RR accounts🤦
@ResourceTalks
2 ай бұрын
I haven't seen that yet, but I'll be on the look out!
@thorsrensen3162
2 ай бұрын
I was a bit disapointed that nexgen bought this big chunk of uran instead they should have produced it from their own mines.
@ResourceTalks
2 ай бұрын
We covered that part in here, too!
@thamilton5967
5 күн бұрын
2028
@supermash1
2 ай бұрын
I enjoy watching your videos Antonio. I'd like you to ask if these uranium mining companies, particularly Nexgen since I own it, will be paying significant dividends once they are up and running. Like oil companies do. I hope so.
@ResourceTalks
2 ай бұрын
I suppose some of them might, but that's not a great reason to invest in these companies to begin with. They're high-risk growth stories.
@supermash1
2 ай бұрын
My ms thing says "moderate risk". And yeah, they better gtow!😄
@JessicaMaxwell-sm1xw
2 ай бұрын
Honest interview, challenging qns, I thought Leigh did a great job. Hard to argue against a CEO that not only found the worlds best deposit but has also created 6bn in value. Hard to find in the mining sector - I know who I’m betting on
@ResourceTalks
2 ай бұрын
Thank you for being here, Jessica. Glad you're finding value in these questions.
@malekmalek9064
2 ай бұрын
Already a like
@ResourceTalks
2 ай бұрын
You're quick today, Malek!
@malekmalek9064
2 ай бұрын
@@ResourceTalks Indeed,what did i won?🤗😂
@adriansaw8329
2 ай бұрын
BHP has real revenue! Nexgen doesn't....
@ResourceTalks
2 ай бұрын
Yes.
@anttimus
2 ай бұрын
URGs Cash said about Russell index inclusion in end of June. Then he said funds have to buy shares January 28th…? After 7 month? Did he said something wrong?
@ResourceTalks
2 ай бұрын
I think he may have been referring to two separate events.
@adriansaw8329
2 ай бұрын
I wonder these big projects - will they crush the market by flooding it with supply once they come online?
@ResourceTalks
2 ай бұрын
In short; no.
@user-uz7of5sc2q
2 ай бұрын
A flood of the market is decades away unless someone gets the seawater extraction thing happening. It’s physically impossible for mines to supply the demand for at least a decade.
@stuarthinds848
2 ай бұрын
F1 vip box - he admitted to attending 3 already but only to meet potential investors! 😅 I bet he flew on green jet fuel though to meet their ESG requirements. First class flights on G&A not bad for a mine not even guaranteed to get into production. Shareholders should sell their stock and the institutions should remove him from office
@ResourceTalks
2 ай бұрын
Thank you for watching, Stuart. I always appreciate your comments!
@cathybrowning2310
2 ай бұрын
Thought about buying NexGen but accountants don't seem to be so good at actually producing good product - think Boeing. High valuation but no actual uranium to date despite being the largest deposit so far discovered. All very well espousing about helping the community, girls football, hockey and F1 and 'informing' future generations about NexGen, but still spending money on non essentials. A big no from me. Excellent interview Antonio. You are one of the best on KZitem.
@ResourceTalks
2 ай бұрын
Thank you for being here, Cathy. I appreciate the kind encouragement. The process of exploration - development - production can take many years. Sometimes as many as 15.
@jptrainor
9 күн бұрын
Temas dropped to sub $4 million mcap during the recent market meltdown. Maybe that was the bottom.
@ResourceTalks
8 күн бұрын
Maybe I'll be able to get them on for an update soon.
@agentlemadness1348
2 ай бұрын
Nexgen stock has gone up, because of a great deposit & a rising Uranium price,… & in spite of exorbitant G&A costs.
@ResourceTalks
2 ай бұрын
That's what I argued in here, but Leigh seems to disagree.
@jake2102
2 ай бұрын
Nexgen is just a bank account
@ResourceTalks
2 ай бұрын
How does that work, Jake?
@bobbiecrider6964
2 ай бұрын
17 to like 22 to comment👍👍
@ResourceTalks
2 ай бұрын
Thank you for being here, Bobbie! I always appreciate your support.
@bobbiecrider6964
2 ай бұрын
@@ResourceTalks Gonna see a big move in Uranium conversion expansion. I am looking at one more uranium investment before I move to silver. Were I in a better financially stabile position I would have already moved on a bigger footprint in Silver I wake every morning at 0400 cst. I go straight to class for the learning opportunity...Your channel is part of my time investment Thank You sir Stay the course.
@KD99---612
2 ай бұрын
I sold all my Nexgen took my profits and bought Global Atomic! 💪
@ResourceTalks
2 ай бұрын
Congratulations on the profits, sir!
@KD99---612
2 ай бұрын
Thank you sir 😁
@user-uz7of5sc2q
2 ай бұрын
Goviex is now exceptionally good buying also.
@joneschu719
2 ай бұрын
Global atomics is a joke, you cant take your pounds out of the country
@WeiXiongVan
2 ай бұрын
Contributing to the society doesn't need a logo on a helmet or engine. Bad capital allocator, nexgen
@ResourceTalks
2 ай бұрын
How would you advertise if you were in their position, Wei?
@WeiXiongVan
2 ай бұрын
@@ResourceTalks Peter Thiele says" The best sales is hidden. There’s nothing wrong with a CEO who can sell, but if he actually looks like a salesman, he’s probably bad at sales and worse at tech.” No ads at all.
@ResourceTalks
2 ай бұрын
I suppose the sector matters, too. In our little sector, gravity seems to work differently.
@herbschmidt2401
2 ай бұрын
Financial convertible note and overall egregious spending beggars belief.
@ResourceTalks
2 ай бұрын
All discussed in here.
@ratsuel8152
2 ай бұрын
In Curyer's mind, so long as the asset is amazing, it is completely fine to incinerate cash on egregious salaries/bonuses and idiotic sponsorships. If the asset is that good put it into production and pay massive dividends or buy back a ton of stock. Why isnt that happening? Maybe because mine construction costs have skyrocketed in recent years and they are afraid to update the market.
@ResourceTalks
2 ай бұрын
We talked about the timeline & cost of construction for Arrow in here, and apparently it's not as easy to get there.
@sillysausage-ed7rv
2 ай бұрын
You ask good questions but I had to turn off the nexgen interview because his rubbish answers were making me angry. Nexgen has a terrible management team basically running a lifestyle company for themselves.
@ResourceTalks
2 ай бұрын
Thank you for the feedback, Andy. Are you a shareholder?
@sillysausage-ed7rv
2 ай бұрын
@@ResourceTalks I was but recently sold
@mutantryeff
2 ай бұрын
|||
@ResourceTalks
2 ай бұрын
Thank you for being here, Ryeff. Always appreciate the support!
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