HeyJaredDoug Casey's Experts Roundtable
Experts Roundtable is kinda like shark tank. We put a resource company in front a bunch of no-nonsense experts, let them give their pitch, then our “sharks” ask questions.
- Indexed issues, last 90 days
- 5
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- Sep 22, 2026
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- Earliest in this view
- Jul 7, 2026
Latest issues
A $15 Million Silver Bet With the Answer Three Weeks Away (opens the original)
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Silver Pony Resources is a C$15 million company that went public on July 24, holds 37,000 hectares of a silver district that produced by candlelight and donkey in the 1890s and has barely been touched since, and just finished its first drill program. The assays start landing in early October.That is the whole setup, and the panel treated it as exactly what it is. Doug Casey: “It’s like a perfectly positioned drill hole play, and count me in if you’re gonna raise any more money.” Brien Lundin: “I
A Gold Miner That Could Earn Its Market Cap Every Year (opens the original)
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Scottie Resources is valued at about $225 million. Its CEO says the mine it plans to open in 2028 will throw off “free cash flow of, like, $150 million a year for the first number of years of production,” and that figure is at $2,600 gold. Executive chairman Brad Rourke, who calls himself the arm waver of the two, says at $4,000 gold “it’s well over 200 million a year.”Brien Lundin, who has held the stock for years and calls it “one of my largest individual positions,” put it this way: “In a cou
Roundtable Company News Flow (opens the original)
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One of the most valuable aspects of the Experts Roundtable is the sustained news flow that follows a company’s presentation. The experts and newsletter writers who attend these sessions are watching closely — and so should you.Below is a curated summary of the most recent press releases and corporate milestones from every company that has presented at the Roundtable over the past three months. News items are drawn from the period following each company’s Roundtable presentation date.Noble Plains
Doug Already Bought It (opens the original)
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Somewhere in the back half of our Noble Plains roundtable, Doug tipped his hand. He wasn’t asking whether to buy the stock. He’d already bought it — twice, in the last two private placements — and spent his time on the call explaining why, then asking Drew Zimmerman to confirm the one number that matters to him.“With the tiny market cap that you have,” Doug said, “if you just keep developing it and the future drilling... I can see good reasons why the stock could easily go 10 for one, all things
The Only Mine Standing: Antimony Resources at Bald Hill (opens the original)
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Jim Atkinson calls antimony “the most important metal nobody knows about.” He’s spent 45 years in the business earning the right to say so — including a stint as head geologist at New Brunswick’s Lake George mine, which at the time was the only producing antimony mine in North America and supplied about 4% of world demand.That mine is long closed. The United States hasn’t mined antimony since the early 1990s. And in September 2024, China — which controls over 70% of global supply — cut off expor
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