TSXV JTWO, FSE OO1
Recorded on February 24 2026
J2 Metals CEO Thomas Lamb joins host Steve Yang to break down how J2 is building a tightly structured, multi project exploration company with near term catalysts across Mexico, Quebec, and Alaska. The conversation leads with Sierra Plata in Mexico and the specific drill logic management wants to test first, drilling under historic mines and workings to see whether the veins strengthen at depth before stepping out into deeper regional targets. Thomas explains how the district setting, nearby operating activity, and potential processing optionality inform the early program design and what success would look like in the first phase. They also cover antimony showings around Sierra Plata as an added angle that could broaden market interest if the geology and continuity prove out. The interview then shifts to Napoleon in Alaska and Miniac in Quebec, outlining what each asset contributes and the practical work that could unlock value next. Finally, they walk through share structure, financing mix, funding runway, and why insider ownership and execution milestones matter for attracting larger investors over time. #Millettian
Key topics
Sierra Plata Mexico overview and why the project fits J2 now
Drill under the mines strategy and the early program priorities
Bonanza zone thesis and what historic production can imply
Antimony showings and why optionality can matter to the market
District context, neighbors, and potential processing pathways
Napoleon Alaska gold project overview and infrastructure context
Miniac Quebec targets and planned geophysics and drilling
Share structure, financing mix, and 12 month funding runway
Insider ownership and the path toward institutional interest
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/
https://www.linkedin.com/company/naturalresourcestocks-net
https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713
https://www.instagram.com/naturalresourcestocks
Chapters
00:00 Cold open Mexico silver setup and drill under mines
01:56 Intro Thomas Lamb and J2 Metals
02:16 Origin story and the founding plan
02:51 Miniac Quebec and Napoleon Alaska overview
03:39 Market cycle and why the company paused
04:34 Going public and the value unlock model
05:29 Sierra Plata added and why it fits J2
06:26 Option terms land package and use it or lose it
07:24 Bonanza zone thesis and historic grade context
08:28 Antimony angle plus silver gold potential
09:11 Impact Silver neighbor and district advantages
09:36 Milling and tolling optionality
10:28 Sampling highlights and what management is watching
11:06 Napoleon Alaska gold project overview
13:31 Miniac Quebec targets and next program
14:50 Share structure and fully diluted view
15:43 Cash position hard money and flow through
16:41 Funding runway and 12 month drill plan
18:05 Insider ownership and attracting institutions
20:06 Market cap comps and re rating path
22:35 Near term news flow and where to learn more
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