Junior Mining Analysis Videos
Company deep dives, market commentary, and due diligence walkthroughs. Each video breaks down the geology, capital structure, and catalysts behind junior mining opportunities — the same factors that drive the Verdict Framework scorecards.
What's in the Video Library
The video archive is the long-form companion to the written Verdict Framework scorecards. Where a scorecard is a snapshot — a numeric read on a company at a point in time — the videos walk through the actual reasoning: why a project's metallurgy matters more than its grade for this particular deposit, why a warrant tranche expiring in eight months changes the catalyst math, why a management team with two prior failures still deserves a shot on the third. Each video pairs with a written post or scorecard on the same company so the numbers and the narrative sit side-by-side.
Coverage runs across four threads: company deep-dives (full scorecard walkthroughs), market commentary (gold-price, copper-price, and macro set-up videos), due-diligence walkthroughs (how to read a 43-101, how to screen a share structure), and accountability updates (what changed, what we got wrong, why we exited a position). Nothing is paid or sponsored. If a company pays to be covered anywhere on this site, we disclose it in the first line of the transcript.
How to Use This Library
- Watch the full company deep-dive before acting on a scorecard — the video often covers a risk the scorecard summarises in a single factor
- Subscribe on YouTube for new uploads; videos are posted here first, then mirrored to the channel
- Market commentary videos are time-stamped and archived — if a thesis ages out, the video stays up with a note
- Premium videos (if any) are marked with a lock badge and require an active subscription
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