Recorded on August 28 2026 at NRS Studios
Jeff Phillips joins Natural Resource Stocks host Steve Yang to discuss the resource-market cycle, junior mining stocks, and what he looks for before backing a company.
Jeff explains why he remains bullish on the resource sector while warning that liquidity events can create sharp corrections. He covers his long-term copper thesis, then discusses companies and opportunities across copper, gold, silver, uranium, royalties and critical minerals.
Companies and entities mentioned include Gladiator Metals, BlackRock, Arizona Sonoran Copper Company, Hudbay Minerals, GreenLight Metals, Rio Tinto, Banyan Gold, AU Gold Corp., Daura Gold, Latin Metals, Highlander Silver, AbraSilver Resource Corp., Kingsmen Resources, Franco-Nevada, Wheaton Precious Metals, Empress Royalty, Endeavour Financial, Geomorphic AI, North Shore Uranium, Kerr-McGee, Azarga Uranium, enCore Energy, Bravo Mining, Aldebaran Resources and Patriot Battery Metals.
Jeff also explains why management track records, insider ownership, shareholder quality and share structure matter when evaluating speculative junior resource companies.
JEFF PHILLIPS
Geomorphic AI
https://www.geomorphic.ai/
Contact
info@geomorphic.ai
STEVE YANG — NATURAL RESOURCE STOCKS
Website
https://www.NaturalResourceStocks.net
YouTube Main
https://www.youtube.com/@naturalresourcestocks
YouTube World
https://www.youtube.com/@NaturalResoureStocksWorld
X
https://x.com/TheSteveYang
https://x.com/SteveYangStocks
LinkedIn
https://www.linkedin.com/in/thesteveyang/
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 What Jeff looks for in junior mining companies
01:06 Steve Yang introduces Jeff Phillips
01:45 Rick Rule, investing mentors and the symposium
03:15 Gold, commodities and the resource-market cycle
05:01 Where Jeff sees opportunity
06:37 The long-term copper thesis
07:36 Gladiator Metals
09:51 GreenLight Metals
12:18 Banyan Gold and AU Gold Corp.
13:28 Daura Gold
16:12 AbraSilver and Kingsmen Resources
17:51 Royalties, tungsten and uranium
18:22 Empress Royalty
20:38 Geomorphic AI and tungsten
21:34 North Shore Uranium
23:38 Junior mining due diligence
24:21 Management, ownership and share structure
25:45 Closing thoughts
#Millettian
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.
