Jamie Keech

Founder & CIO @ Resource Insider | CoFounder & Director @ Cicada Logistics | Building great natural resource businesses

[Jamie Keech @Jamie_Keech]

Legendary short-seller, @Carson_C_Block, built his career—and his reputation—shorting stocks. So why does his fund own 14% of a Canadian junior gold miner? Full interview on YouTube: https://t.co/5EhJ2XfU14

[Jamie Keech @Jamie_Keech]

@uniquemoviemom @grok what movie this this from?

[Jamie Keech @Jamie_Keech]

@TheIcahnist Mining tycoon Robert Friedland
“The Big Score”

https://t.co/3DNhOTzr9L

[Kevin O'Leary aka Mr. Wonderful @kevinolearytv]

Unbelievable collapse, unprecedented in the country’s history. He will go down as the idiot king. In business and politics lack of executional skills does extreme damage!

[Jamie Keech @Jamie_Keech]

@AdamPollock This house would cost at least $3m in Vancouver

[Jamie Keech @Jamie_Keech]

Resource Insider strategy meeting…

[Heliostar Metals Ltd @HeliostarMetals]

“How often do you come across a portfolio where the development assets are effectively paid for by existing production?”

Heliostar’s new Chairman James Perry shares why he joined the board - and the long term value he sees in the company.

Watch the full interview with @Jamie_Keech: https://t.co/bfIwM8ncou

[Jamie Keech @Jamie_Keech]

“How often do you come across a group of assets where the development asset is effectively going to be paid for by the ancillary production?”

I sat down with @HeliostarMetals Chairman James Perry to discuss why he joined Heliostar and how management sees a path to 500,000 oz with limited dilution.

$HSTXF | $HSTR | $HSTR.v

[Mining Stocks @miningstocks]

@muddywatersre Hi Carson @muddywatersre and Jamie @Jamie_Keech

Top notch interview.

Thanks.

[Jamie Keech @Jamie_Keech]

@miningstocks @muddywatersre 🙏 thanks!

[Mayfair Gold @mayfair_gold]

$MFG's largest shareholder, @muddywatersre's CEO Carson Block, was featured on @ResourceInsider discussing the often-overlooked mining sector.

More investors are realizing the diversification benefits of gold in multi-asset portfolios.

📺 Watch here: https://t.co/43XUwoPqY4

[Jamie Keech @Jamie_Keech]

Dibs on the gold & copper…

[The Icahnist @TheIcahnist]

How we’re dressing for:

- petrochem roll‑ups in Iran
- 12x MOIC on cement plants in Teheran
- a neo‑Pahlavi comeback

[Jamie Keech @Jamie_Keech]

The next industrial age.

[BuccoCapital Bloke @buccocapital]

For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law

But if AI commoditizes asset-light businesses, we’d just be reverting to the historical mean where value accrued to atoms, infrastructure, energy

It would be a 50 year blip. An anomaly

[SPYKER M UNIT 2H @ShaleTier7]

We’re genuinely going to spend over a trillion dollars building data centers.

This is good for natural gas.

[Jamie Keech @Jamie_Keech]

I love living in a world where Nassim Taleb is a mining promoter.

[Nassim Nicholas Taleb @nntaleb]

Since then silver did it again, up 90%, then down 35%, another weeding out of the weak hand.

[Jamie Keech @Jamie_Keech]

@bmbrigham could you please open up your DM's to me? I'd love to invite you on my podcast: The Resource Insider Podcast to talk about what your building at Atlas!

[Jamie Keech @Jamie_Keech]

This is a good example of the permitting hell that is Canada.

But this barely touches the reality, I was working on the permitting of this project for Baffinland in 2012!! And it has been going for years at that time.

[Heather Exner-Pirot @ExnerPirot]

I’ve been waiting for this: Baffinland cleared to move ahead with new rail and port to Steensby that will allow them to expand operations.
I’ve heard this is a $4 billion project, and Crown consultations took 25 months instead of the expected 6. /1 https://t.co/qWpHNWQgWZ

[Jamie Keech @Jamie_Keech]

https://t.co/WatglkbDOC

[Jamie Keech @Jamie_Keech]

Most junior miners never become producers.

Oxiana is one of the few.

Tony Manini helped take this tiny junior from a ~$3M market cap into a multi-billion-dollar copper-gold producer in ~8 years.

Today, he’s a partner at EMR Capital and Chairman of @AndinaCopper and @C3Metals, and has built multiple resource companies along the way.

We talk frontier exploration, company-building, and what it takes to turn a good deposit into a financeable asset.

Full interview in the comments👇