HeyJaredDue Diligence by Doc Jones, Resource Investor, Hunting for Exceptional returns.
I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas).
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- Aug 29, 2026
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CCI.CN CNDIF site tour of NB largest High-grade open pit and Caribou Complex 3000t/d mill (opens the original)
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Excellent trip. Everything is in very good shape for a fully funded restart of Caribou being feed by the high grade Murray Brook open pit.  CEO Simon Quick adds colour to what’s coming as we ramp up over the next 18 months toward production. Production in 2028, fully financed. Offtake sold by Ocean Partners, deep water port nearby, govt support, local workforce, power and water. At current spot it’ll do approximately $150-$160 million CAD in Ebitda on $280 million CAD in Rev, 57% Ebitda margin,
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