GeoAlpha With Mining Portfolio Manager Tom Woolrych: San Lorenzo, Hercules, Tectonic, Ongwe & More

It's always a pleasure to talk geology and exploration stocks with Tom Woolrych of Deutsche Rostoff AG. At Deutsche Rohstoff, he leads business development and portfolio management, focusing on discovery investing (GeoAlpha) and commodity cycles. Tom and I dive into San Lorenzo Gold, Hercules Metals, Ongwe Minerals and much more! 00:00 Intro 00:40 GeoAlpha is about the rocks and the science 02:10 Did Tom enjoy the 'Sell in May and go away' correction? 04:45 What does Tom look for when he visits a project? 08:40 Elevation of mining projects 09:45 San Lorenzo Gold (TSX-V:SLG) and Vukasin interview 10:30 "investing is like a Dostoevsky novel for Vukasin" 12:30 Tier-1 discoveries are never cheap: "sometimes you just need to buy and hold" 13:20 San Juan (Arco NW) will become the focus of SLG 16:00 "You've unwrapped a boiled lolli but you can't eat it yet" 17:20 The importance of logistics when expanding a drill program 20:20 "When Vukasin farted" 21:20 Nice timing by Garrett Goggin at the end of August 24:30 "I pull the data and put it into Leapfrog and make my own interpretation" 26:15 "It's going to get sold" 26:50 Hercules Metals (TSX-V:BIG) 28:45 Maybe Leviathan and Southern Flats are connected at depth 30:03 Hercules has assembled an all-star team 30:50 A newfound appreciation for what was already there 32:40 Still a 4x to Arizona Sonoran valuation 33:50 Andina Copper (TSX-V:ANDC) 34:10 No technical analysis on discovery stocks 35:58 New drill pad to the NW at Cobrasco 38:20 What is missing for Andina? 40:05 What does Tom do when he gets scared? 42:18 Tectonic Metals (TSX-V:TECT) 46:30 "Every time they drill, they add ounces" 48:45 What is four million ounces of gold at .5 g/t Au worth in Alaska? 51:35 Wia Gold (ASX:WIA) and Ongwe Minerals (TSX-V:OGW) in Namibia 53:40 200,000 ounces/year annual production at Kokoseb 56:25 Ongwe: Nguni Discovery 59:30 Khorixas Prospect (K17 Target) 01:02:33 Which companies is Tom expecting to deliver exciting news in September? 01:02:58 Metal Energy's NIV Copper-Gold Porphyry Project (TSX-V:MERG) 01:04:10 Kingfisher Metals (TSX-V:KFR, OTC:KGFMF) 01:05:50 Hank Gold Zone ("Pits Zone") should be "like shooting fish in a barrel" 01:08:00 Important matters to attend to in Chile 01:09:00 Thank you for your attention to this matter! Disclosure: Author owns shares of some stocks discussed in this conversation including Andina Copper, Hercules Metals, and Kingfisher Metals. Author may choose to buy or sell at any time without notice. Disclaimer The interview is for informational purposes only and is neither a solicitation for the purchase of securities nor an offer of securities. Listeners are expressly cautioned to seek the advice of a registered investment advisor and other professional advisors, as applicable, regarding the appropriateness of investing in any securities or any investment strategies, including those discussed above. The stocks discussed in this interview are high-risk venture stocks and not suitable for most investors. Consult Company SedarPlus profiles for important risk disclosures. This interview contains certain forward-looking information and forward-looking statements within the meaning of applicable securities legislation (collectively “forward-looking statements”). Certain information contained herein constitutes “forward-looking information” under Canadian securities legislation. Generally, forward-looking information can be identified by the use of forward-looking terminology such as “expects”, “believes”, “aims to”, “plans to” or “intends to” or variations of such words and phrases or statements that certain actions, events or results “will” occur. Forward-looking statements are based on the opinions and estimates of management as of the date such statements are made and they are subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Company to be materially different from those expressed by such forward-looking statements or forward-looking information, standard transaction risks; impact of the transaction on the parties; and risks relating to financings; regulatory approvals; foreign country operations and volatile share prices. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Actual results may differ materially from those currently anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward looking information.