Recorded on August 20 2026 at NRS Studios
TSX Venture Exchange: GRDM
OTCQB: MSMGF
Grid Metals Corp. President, CEO and Director Robin Dunbar and Chief Development Officer Brandon Smith join Steve Yang to discuss the company's Falcon West cesium project in southeastern Manitoba and why management sees a major opportunity in the scarce cesium market. Grid Metals currently holds 85% of Falcon West, with Avenir Minerals holding 15% through a joint venture. Avenir is a wholly owned subsidiary of Agnico Eagle Mines. The conversation covers Grid's planned maiden cesium and lithium mineral resource estimate at Lucy South, management's target for a faster development and permitting path, and the simplified crushing and ore sorting concept discussed for a potential cesium operation. Robin and Brandon also explain cesium demand across high-pressure drilling fluids, specialty chemicals, telecommunications, solar technology and other advanced applications. They compare Grid with other cesium developers, discuss the company's Teck Resources and Boliden-funded base-metal optionality, and explain how the Avenir relationship could support Falcon West as Grid advances toward an economic study and potential production. The interview also covers shareholder alignment, management ownership, customer outreach and the milestones investors should watch next. #Millettian
Key Topics
Falcon West cesium and lithium project
Lucy South maiden mineral resource estimate
Cesium scarcity, supply and market applications
Manitoba permitting and mining jurisdiction
Simplified crushing and ore sorting concept
Avenir Minerals and Agnico Eagle relationship
Teck Resources and Boliden-funded project optionality
Power Metals and PMET Resources peer discussion
Share structure, management ownership and funding
Economic study, permitting and development milestones
Grid Metals Corp.
https://gridmetalscorp.com/
Contact Grid Metals
https://gridmetalscorp.com/contact/contact-us/
Host Steve Yang Natural Resource Stocks
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Chapters
00:00 Funded Near Production Cold Open 00:56 Meet Grid Metals and Leadership 01:13 Listings and Share Structure 02:06 Falcon West and the Cesium Opportunity 03:43 Why Cesium Is So Rare 04:54 Manitoba Mining Jurisdiction 05:50 Permitting and Low-CapEx Development 07:13 Lassonde Curve and 2027 Timeline 08:21 Cesium Focus and Portfolio Optionality 11:40 Cesium Market and End Uses 14:18 Valuation and Peer Comparison 15:46 Shareholders and Avenir Partnership 17:12 Resource Scale and Customer Strategy 20:46 Management Skin in the Game 23:08 Upcoming Catalysts and Milestones 24:20 Disclosure and Closing
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