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First Phosphate: Building a North American Battery Supply Chain from the Ground Up

FULL DISCLOSURE: First Phosphate is a sponsor of theDeepDive.ca. In our latest site visit, we went to the Saguenay-Lac-St-Jean region to get a real-time look at what it actually takes to build a fully vertical battery company. We aren’t just talking about drilling holes in the dirt; we are talking about engineering a complete North […]

Why This War Made the Gold Case Stronger | Michael Gentile

In this conversation with Michael Gentile of Bastion, we discuss how he evaluates junior mining companies, why simple geology often leads to better outcomes, and what separates a real mine build from a story stock. Michael explains why communication matters so much in this sector, how he thinks about infrastructure, strip ratio, grade, scale, and […]