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Black Bear MineralsASX:BKB

Explorer, with a project stated to be in Texas, near the border of Mexico.

Texas · United States — as stated on the recordings

explorer Texas, United States
Dec 2025Covered
5 of 10Topics on record
1 executiveNamed on the record
Stage
Explorer
Jurisdiction
Texas, near the border of Mexico
Latest appearance
11 Dec 2025
On record
1 interview · 8 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

What is in the ground
17.6 million ounces
Management-stated Dennis Lindgren Dec 2025
Grade
289 grams a ton
Management-stated Dennis Lindgren Dec 2025
Money on hand
remaining 17 million or so currently after the transaction
Stated capital need: 150 million in estimated infrastructure
Management-stated Dennis Lindgren Dec 2025
The main open question
The site is only partially permitted and has not operated since 2013.
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Black Bear Minerals's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the deposit holds 17.6 million ounces at a grade of 289 g/t, with 150 million in existing infrastructure already in place.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management says the deposit holds 17.6 million ounces at a grade of 289 g/t, with 150 million in existing infrastructure already in place. The company raised $30 million with support from leading offshore and domestic institutions and retains $17 million in cash for development.

▼ Bear case

The site is only partially permitted and has not operated since 2013.

What it rests on
Evidence: 1 moment from 1 interview
Read the full case

The site is only partially permitted and has not operated since 2013. Management does not disclose total capital requirements to bring the asset into production, making the true funding gap unclear against the $17 million cash on hand.

◆ Watch next

Permitting progress and timeline for permit renewal or update.

What it rests on
Evidence: 1 moment from 1 interview
Read the full case

Permitting progress and timeline for permit renewal or update. Completion of feasibility study and capital requirement definition. Evidence that historical infrastructure is serviceable and cost assumptions remain valid.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 5 statements

The deposit 2

Key takeaway. Management reports that the deposit contains about 17.6 million ounces at a grade of 289 grams a ton, as of December 2025.

What was actually said
grade
289 grams a ton
“So it's got 17.6 million ounces currently within that mineral resource estimate at a at a grade of 289 grams a ton.”
Dennis Lindgren· 11 Dec 2025·
resource size
17.6 million ounces
“So it's got 17.6 million ounces currently within that mineral resource estimate at a at a grade of 289 grams a ton.”
Dennis Lindgren· 11 Dec 2025·

Jurisdiction 2

Key takeaway. Management of Black Bear Minerals reports that their project is located in Texas, near the border of Mexico, and as of December 2025 is partially permitted.

What was actually said
permit status
partially permitted
“From a from a permitting point of view, the site is partially permitted and we're looking to bring in any existing permits that require renewal or update.”
Dennis Lindgren· 11 Dec 2025·
region
Texas, near the border of Mexico
“I'm I'm sure your listeners are aware it's a really high-grade asset uh that has historical operations based in uh Texas. Uh so down down right near the border uh of Texas, the border of Mexico.”
Dennis Lindgren· 11 Dec 2025·

Technical risk 1

What was actually said
key assumption
site operated as close as to 2013
“It did operate as close as to uh 2013.”
Dennis Lindgren· 11 Dec 2025·

Economics 3 statements

Economics 1

What was actually said
capex
150 million in estimated infrastructure
“it comes with about 150 million in estimated infrastructure and that includes existing underground workings”
Dennis Lindgren· 11 Dec 2025·

Financing 2

Key takeaway. Management reports a cash position of roughly $17 million remaining after a recent transaction (December 2025) and estimates total capital required for the project at about $30 million before costs.

What was actually said
capital needed
about 30 million before costs
“we were really lucky to uh to be very uh well supported um by some leading offshore particularly US and domestic uh institutions in raising about 30 million uh before costs to be able to purchase the uh the shaft project.”
Dennis Lindgren· 11 Dec 2025·
cash position
remaining 17 million or so currently after the transaction
“Um and then we have a remaining 17 million or so currently uh after the transaction that allows for us to kind of develop those projects.”
Dennis Lindgren· 11 Dec 2025·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
11 Dec 2025 Crux Investor Black Bear Minerals (ASX:BKB) - Fully Funded Drilling for 2026 Resource 8

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

blackbear minerals 1
gold 1
independence gold project 1
lithium assets in james bay 1
shafter silver project 1
silver 1

Questions people ask

What is Black Bear Minerals's project and where is it?

Black Bear Minerals is a explorer mining company, with a project stated to be in Texas, United States. Everything here is drawn from its executives' own interviews.

Which interviews mention Black Bear Minerals?

We track 1 interview mentioning Black Bear Minerals, across 1 channel (Crux Investor).

What are investors saying about Black Bear Minerals?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Black Bear Minerals cover?

The most-discussed topics on record are the deposit, financing, jurisdiction, economics — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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