What podcasts say about Colin Bird
Every statement, with the speaker, the exact quote and the moment it was said.
What Colin Bird has said on podcasts
107 statements · 98 positive · 5 negative · 4 neutral
Xtract expects drilling to establish an indicated antimony resource in Morocco.
“We should come out with an indicated resource And which puts the value on the project.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 31:12
Colin Bird is highly optimistic about Xtract’s Moroccan antimony project.
“So I'm very bullish, extremely optimistic on our antimony in Morocco.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 32:28
Colin Bird says Xtract has two producing units and can only improve.
“that company is strong, sound, stable. It's got 2 producing units on in, in, in Zambia and Morocco and can only go one way, and that's up.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 35:18
Bezant expects first cash receipts in early November 2026.
“I look forward to getting the first cash in just as soon as we possibly can, which I'm penciling in for the end of the first week in November.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 38:47
Bezant hopes to receive first income by mid-November 2026.
“I'm hoping to get the first income in by the middle of November, late latest, right?”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 39:13
Bezant hopes to reach steady-state operations by February 2027.
“And I would hope to reach steady state by middle of February.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 40:16
Bezant expects to generate substantial profits by March 2027 if copper prices hold.
“we will in actual fact be coining money by March.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 41:05
Bezant hopes the ore body supports one million tonnes and 50,000 tonnes annual contained copper.
“I'm hoping for a million tonnes, and of course then we'd be talking about a 50,000-tonne contained copper per year.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 46:14
African Pioneer expects to complete a relatively quick complementary acquisition.
“I'm very optimistic for the completion of a relatively quick acquisition to complement what we're doing.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 1:14:37
Kendrick’s fluorite-bearing mineralization may support conventional crush-grind-flotation processing.
“the presence of the fluorite suggests, suggests that it can be crush, grind, and float”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 1:17:27
Colin Bird expects Kendrick’s rare-earth project to improve materially.
“This project's going one way, and that's up.”
Open the episode · S12 Ep6: Sunday Roast - Mantle Resilience Plc,Xtract Resources,Bezant Resources,Solvonis Therapeutics plc, African Pioneer, Kendrick Resources, Active Energy Group PLC, Critical Mineral Resources & Galileo Resources #MNTL #XTR #BZT #SVNS #AFP #KEN #AEG #CMRS #GLRListen at 1:19:32
Byzant’s project payback is approximately 12–14 months at current prices.
“you're actually talking about 14 months. If you're talking about the normal measure of project capital, you're talking about 12 months. It's less than a year's payback.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 6:24
Byzant is expected to generate $3–5 million monthly free cash flow at mature production.
“I'm expecting around about $3 to $5 million a month.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 6:48
Byzant’s VMS project has substantial expansion upside toward a larger production plant.
“the upside is absolutely tremendous and it's for us to work on it and get it into production as soon as we possibly can in a much larger plant.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 8:29
Xtract Resources has shifted from exploration toward starting mines across Africa.
“we're starting mines all over the place, particularly in Africa.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 9:58
Xtract expects its Amgas gravity plant and production to be operating by late 2026.
“I expect the gravity plant to be working, um, by the end of October, and I expect to be in production, um, by the— by well into production by the, by the 4th quarter.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 11:44
Xtract’s free cash flow could be comparable to its market capitalization within six to nine months.
“That statement is fair.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 13:59
Kendrick’s drilling indicates average total rare-earth grades of 3.1–3.5%.
“the average grade is going up 3.1-3.5% total rare earths.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 21:45
Kendrick’s project is among the greatest rare-earth projects ever discovered.
“One of the greatest rare earth projects ever discovered. I stand by that, Kevin. I stand by that.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 23:46
Kendrick’s rare-earth project is significant enough to attract country-level interest.
“the sort of project we're talking about has country interest.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 24:22
African Pioneer’s Ongombo project targets 10,000 tonnes annual copper production within 18 months.
“Target tonnage, 10,000 tonnes per year, per annum of contained copper. Fast track, as I say, 18 months to get it into production.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 25:40
African Pioneer is expected to retain 30% of Ongombo’s free cash flow.
“we'll have, um, 30% of the, um, of the free cash flow.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 26:43
Ongombo contains approximately 300,000 tonnes of copper based on existing drilling.
“We have 300,000 tonnes of contained copper.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 28:42
Colin Bird currently sees no reason to doubt Ongombo’s aggressive 18-month production target.
“at the moment I have no reason to doubt that target.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 29:20
Juniors able to convert properties into production are well positioned amid constrained major-miner supply.
“a junior who's got properties he can turn into account, into production, is in a very good position.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 30:10
Galileo’s Ferber project is assessed as a major porphyry deposit in development.
“without doubt, it's a porphyry and it's con, and a major porphyry in, in the making.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 35:50
Nevada’s permitting and policy climate now supports suitable mining projects more strongly.
“the climate has absolutely changed, and we feel that we've got a potentially major project in exactly the right place— Nevada.”
Open the episode · S11 Ep102: The Sunday Roast - Small cap Opportunities for 2026 and beyond (Inc 7 mostly likely baggers in 26) #BZT #XTR #ATN #AJAX #TAR #FMET #KEN #AFP #KDR #TGR #CMRS #GLR #EPP #BUCE #AEG #POLB #SVNS #COILListen at 39:08
Teufelsberg is among the world’s three best undeveloped rare-earth projects.
“We're certainly in the best three undeveloped projects in the world.”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 4:57
Kendrick expects an initial resource of approximately 50–60 million tonnes.
“we're going to basically get a resource, hopefully of about 50 or 60”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 8:28
Teufelsberg is located 55 kilometres from a deep-water port.
“We're 55 kilometers away from a very deep port”
Open the episode · S11 Ep95: Midweek Takeaway with Colin Bird, Executive Chairman of Kendrick Resources (LSE:KEN) #KENListen at 9:11
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.