Turner Caldwell
speaker
1,178 appearances
3 recordings
1 series
first heard Jul 2025
last heard 5 Aug
Turner Caldwell’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
And, you know, they're taking shots in the dark, basically trying to, and there's a lot of work that's going into trying to
make that exploration activity more intelligent, streamline it, drill less exploration holes while still being able to like interpolate or extrapolate what is in between those drill holes.
But it's a, you're going out in kind of the middle of nowhere, either it's really far north in like the Arctic Circle or the Yukon, or it's overseas in Africa and you're doing exploration or it's in Southeast Asia or in South America.
And those folks, they have one job, which is to find a resource and pump up its value sufficiently to flip it to a major.
And there's a lot of companies that aren't able to discover a resource that is either large enough, because the big mining companies, they want to deploy large amounts of capital.
We're talking about multi-billion dollar investments.
And so they won't really look at projects that don't have the scale that...
kind of enable them to underwrite their own inefficiency.
Like they want to build really large infrastructure that enables them to capture the economies of scale.
And so there's a whole bunch of, there's actually a really long tail of mining projects that don't have the scale that would justify getting acquired at a major premium.
And so they'll go into this kind of orphan period is what it's called in the industry.
Yeah.
And it's hard for them to break out of that orphan period.
And that's kind of where we see our ability to kind of step in as a more efficient building, like builder and operator is kind of take these, what the industry calls subscale assets, but we see metal there, and come in and like bring those into production as we kind of are building the platform and then eventually scale into the same scale that the big mining companies are operating at.
To offset the scale advantage.
Yeah.
Yeah.
Yeah.
So we're a vertically integrated software first minerals project developer and operator.
And so we focus on the back end of the minerals value chain, which is actually doing the detailed engineering, getting through the permitting, building the asset, commissioning the asset, and then operating the asset.
Showing 101–120 of 1,178 · page 6 of 59
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