What podcasts say about Oliver Friesen
Every statement, with the speaker, the exact quote and the moment it was said.
What Oliver Friesen has said on podcasts
15 statements · 14 positive · 1 neutral
Pilot Mountain’s PFS projects a one-year payback, 60% IRR, and nearly $600 million NPV.
“At the end of the day, the main takeaway is 1-year payback, 60% IRR, and just under $600 million NPV at 8% discount case pricing.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 9:16
Guardian Metal’s next twelve months will be its busiest period to date.
“the next 12 months are probably— well, actually, not probably, they're going to be the busiest in the company's history thus far.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 11:44
Guardian Metal expects catalyst-rich activity over the next nine to twelve months toward construction.
“it's going to be very, very busy and I would say catalyst-rich sort of 9 to 12 months here and beyond as we move from this key milestone into the next key milestones, ultimately towards a construction decision.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 13:15
US-produced tungsten will command a premium.
“there, there, I believe there will be a premium.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 15:39
US-produced tungsten from Pilot Mountain will command a premium.
“there, I believe there will be a premium.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 15:40
US defense demand for tungsten could surprise positively from 2027 onward.
“I think we could see kind of 2027 onwards direct defense demand in the United States really start to surprise to the upside.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 17:15
US defense tungsten demand could exceed expectations from 2027 onward.
“we could see kind of 2027 onwards direct defense demand in the United States really start to surprise to the upside.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 17:16
Pilot Mountain’s rapid payback could support more debt than equity financing.
“you could probably get away with more of a debt component than an equity component because you could pay it back very quickly”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 23:32
US policy will enable projects like Pilot Mountain to prosper long term.
“There will be a system in place that will allow companies and projects like Pilot Mountain to flourish well into the future.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 26:39
Diversifying Pilot Mountain’s offtake agreements benefits the project and company.
“there is a benefit to diversification of off-takes.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 27:26
Guardian Metal is bullish on tungsten prices across all time horizons.
“we're very bullish on the price short and medium And I'd say long-term as well.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 30:04
Western tungsten prices will materially exceed their previous norm long term.
“long term, that Western world price is going to be, I think, materially higher than what the previous norm was”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 32:28
Tremor is Guardian Metal’s most promising Pilot Mountain exploration target.
“Tremor is— it would be number one on my list.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 34:05
Pilot Mountain could eventually incorporate at least three to five mineralized zones.
“there's a real scenario where there's, you know, hopefully 3, 4, or 5+ zones across the project that are in some way, shape, or form included in a mine plan”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 34:53
US policy tailwinds increase confidence Guardian can develop its mines independently.
“that gives me a lot more confidence in the ability to go it alone.”
Open the episode · S11 Ep85: The Sunday Roast featuring Guardian Metal Resources, Reveille Resources PLC and Special Guest Jonathan Swann #GMET #REV #KEN #EPP #LIFT #UOG #FCMListen at 36:56
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.