Doc Jones – Macro Trends In Tech, Vehicles, and Energy To Benefit Critical Minerals Like Copper, Nickel, PGMs - Plus 3 Resource Stock Value Propositions
Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins me for a longer-format conversation on the macroeconomic trends in tech, vehicles, and energy and how they’ll benefit the critical minerals companies that have copper, nickel, platinum, and palladium. In addition we review 3 companies where he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.
We start off getting the key factors that have him bullish on Magna Mining (TSX.V: NICU) (OTCQB: MGMN), moving into copper production, with solid nickel and PGM co-credits. This also brings the discussion back into how trend changes in vehicle production and changes to the energy transition narrative should benefit these key metals of focus.
Next Doc Jones and I dive into all the newsflow out of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), at the IBW Project, and continued encouraging polymetallic metallurgical results and successful exploration expanding in mineralization in multiple areas. He also outlined that the pending legal proceedings on the Aznalcollar zinc-lead-silver Project are now only 3 months away, as another potential value driver.
Wrapping up we review the newsflow and 2024 milestones from Omai Gold Mines (TSXV: OMG) (OTCQB: OMGGF), and the anticipated value drivers for 2025 in this gold exploration and development company. We discuss whether the 4.3 million ounces of gold in Guyana, a country that saw 2 acquisition transactions this year, could position Omai Gold as another takeover candidate. Doc Jones outlines that a buyout is quite possible down the road, but that his personal investment thesis focuses more on current valuations and upcoming catalysts, over the potential future sale of the company.
*In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them. These are simply his views and opinions as to why he likes investing in them, but this is not investment advice. Shad is also a shareholder of Magna Mining at the time of this recording.
