Plata in Mexico, where multiple past-producing mines, strong alteration, and modern targeting underpin a focused drill strategy. Thomas explains why the first phase aims below historic workings to test whether grades improve at depth, with deeper regional structure drilling as a follow-on once targets tighten. They also discuss antimony showings around the district and how that commodity optionality can amplify market attention if results confirm scale and continuity. The episode then touches Miniac in Quebec and Napoleon in Alaska, and how each project fits into a disciplined pipeline approach. Finally, they cover capital structure, funding mechanics, and what it takes to move from retail excitement to institutional interest as catalysts hit. #Millettian
Key topics
Sierra Plata Mexico overview and why past producers still matter
Bonanza zone thesis and what surface work is signaling
Drill under the mines strategy and why it can change the grade story
Antimony showings and commodity optionality
Miniac Quebec overview and the next technical steps
Napoleon Alaska overview and the historic context
Funding plan and budget discipline
Insider ownership and what may attract institutions
Guest or company links
J2 Metals https://j2metals.ca/
Investor Centre https://j2metals.ca/investors/
Corporate https://j2metals.ca/corporate/
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@NaturalResourceStocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
LinkedIn https://www.linkedin.com/in/thesteveyang/
X https://x.com/SteveYangStocks
LinkedIn https://www.linkedin.com/in/steveyangstocks/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 Cold open Sierra Plata Mexico and the setup
01:57 Intro Steve Yang with Thomas Lamb
02:51 Three project portfolio Miniac Quebec and Napoleon Alaska
03:40 Market cycle timing and going public path
04:35 Building J2 and the structure strategy
05:29 Sierra Plata Mexico overview and past producers
07:24 Bonanza zone thesis and historic grade context
08:19 Antimony showings and why it matters
14:55 Infrastructure and mining neighborhood context
16:03 Quebec and Canada metals backdrop
18:15 Funding mechanics hard money and flow through
19:39 Drill plan with local rigs and deeper follow up
20:37 Insider ownership and attracting institutions
25:46 Closing thoughts and how to learn more
The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform.
If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed.
Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal.
By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.
