Recorded on February 12 2026
Kingsmen Resources TSX Venture KNG OTCQB KNGRF Frankfurt TUY
Andy Millette sits down with Scott Emerson, President and Chief Executive Officer of Kingsmen Resources, for a blunt breakdown of what can happen after a junior closes a big financing and the stock still sells off. Scott explains how Kingsmen ended up with about 17 million in cash after raising 13 million, and why that improved treasury can still come with short term technical pressure when warrant focused funds dump shares and hedge their downside. They walk through warrant banking, short volume, life offering mechanics, and why a short report can amplify the move even when the company story has not changed. Scott also lays out what management can do to clear forced sellers, reset the registry, and keep attention on execution and drilling. #Millettian
Key topics
13 million raise and roughly 17 million cash position
Warrant banking and why some funds sell shares instead of holding
How shorting can hedge warrants and inflate volume
Why life offerings can create unusual post raise trading
Clearing the seller overhang and replacing a fund on the registry
Market cap versus cash valuation disconnect and what investors miss
Where the stock trades and how to contact the company
Guest links
Kingsmen Resources https://www.kingsmenresources.com/
Host links
Host Andy Millette Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@NaturalResourceStocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/theandymillette
LinkedIn https://www.linkedin.com/in/andymillette/
LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
TikTok https://www.tiktok.com/@natural.resource.stocks
Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 13M raise and 17M cash
00:32 Warrant banking mandate and sell pressure
00:59 Life offering mechanics and short pressure
02:16 Why treasury matters going into drilling
03:06 Why the stock sold off after the raise
04:31 CEO view on warrant dumping and learning curve
06:53 Operations versus stock market reality
07:18 How the warrant hedge short works
08:03 Clearing forced sellers and replacing a fund
09:50 Cash versus market cap valuation disconnect
11:28 Where KNG trades and how to reach Scott
12:14 Closing thoughts and next steps
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