| There’s a reason some investors consistently outperform in the resource sector.
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| They don’t rely on luck. They rely on getting the odds in their favor and structure to leverage that success.
The hybrid prospect generator model — refined over decades by investors like Rick Rule and Jeff Phillips — is built to reduce risk while maintaining exposure to discovery upside.
As Rick succinctly puts it “prospect generators are arithmetically the best way to speculate in the exploration business.
The pay-off is unassailably better than the industry as a whole.”
And in today’s environment, that combination is more valuable than ever.
In this interview, Rule and Phillips walk through how the model works...why it has delivered results across multiple cycles...and where they’re seeing opportunity today.
Not surprisingly, Kincora Copper (“KCC” on the TSXV & ASX) comes up again and again.
And that’s just the start...
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| Kincora has quietly assembled a portfolio designed around this exact philosophy — partnering with major mining companies to fund exploration while preserving upside.
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| It’s a model that brings in capital, reduces dilution and allows multiple shots on goal.
Recent developments only strengthen that position.
Consider that the company just completed a financing on the ASX, leaving it with more than A$7 million in the treasury, and that capital is now being deployed aggressively.
Drilling is ongoing in partnership with AngloGold Ashanti at the Nevertire South porphyry project in New South Wales — with both teams very encouraged by what they’re seeing in the field.
At the same time, Kincora is preparing to launch fully funded drilling at its 100% owned Condobolin project in the Cobar Basin. This is a high-grade gold system with silver and base metals, discovered in the last cycle but never systematically followed up.
Now it will be...with a plan that is straightforward and compelling:
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- Expand the system down dip and along strike
- Test multiple coincident geochemical and geophysical targets
- Apply the same exploration strategies that have led to recent discoveries across the Cobar district
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| Kincora has eight projects in total in its portfolio with a strategy to add value to each. It all adds up to a steady stream of catalysts — funded, active and aligned with a proven model.
Meanwhile, corporate activity in the region continues to heat up...driven by high-grade deposits and existing infrastructure. And that creates another layer of optionality.
So you have a company applying a proven strategy and with a tight structure (less than 48 million shares outstanding)...
...Backed by experienced investors with over 55% of the register held by either reporting insiders and/or 12-month hold stock (latter at Rick and Jeff’s request)...
...With active drilling, strong partners and a solid treasury...
...In a market where true leverage to discovery is increasingly valuable and the focus of corporate activity.
That’s a powerful combination that doesn’t come along often. Which is exactly why this interview matters.
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| CLICK HERE
to watch
Rick Rule and Jeff Phillips discuss the prospect generator model
— and why Kincora Copper stands out.
Once you see how the model works — and how Kincora is executing it — you’ll understand why some of the smartest money in mining continues to pay attention.
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