← All speakers TranscriptAgent
TRANSCRIPTAGENT.AI · validated speaker preview

Stephen Gray

Type: Miner Tracked appearances: 2
Validated speaker 20,000m drill program and resource expansion to 3Mt

advancing a high-grade tungsten project in British Columbia

Analyzed appearances 2
Latest appearance 2026-07-14 09:06
Most seen on Crux Investor

Preview how this speaker shows up across market transcripts. Unlock the full archive, AI chat, and the version personalized to your watchlist, followed channels, and favorite speakers.

Speaker snapshot

Research profile

Profile notes are still being inferred from transcripts.

Economic vision

advancing a high-grade tungsten project in British Columbia

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 2 analyzed appearances.
  • Latest tracked appearance: 2026-07-14 09:06.
  • Most often seen on Crux Investor.
Follow Stephen Gray's thesis
See how their view has moved across 2 analysed appearances — or generate the full brief.

Mining company record (15)

15 transcript-backed statements from 1 appearance, covering exploration upside, milestone, resource size and other company claims. These reflect management's own framing and have not been independently verified.

1 appearance · 15 statements · 5 themes · latest 14 Jul 2026 · Fox Tungsten
What management keeps saying the 5 most-stated themes
exploration upside
approximately 25,000 meters of drilling done historically20,000 meters planned this season
Stated once
milestone
20,000 meter drill program underway, 60% focused on resource growth
Stated once
resource size
a little over a million tons
Stated once
community agreement
Tsilican First Nation partners, aligned interests, supportive relationship for a number of years
Stated once
deposit type
tungsten
Stated once
Key questions that remain
  • Is the resource figure supported by a current NI 43-101 / JORC technical report — and is it measured, indicated or inferred?
  • Is the stated grade a reserve grade, a resource grade, or a single drill intercept?
  • Which permits and approvals remain outstanding, and what are the actual decision dates?
  • Has this timeline moved compared with what was said in earlier interviews?
Explore the underlying statements
exploration upside 3 statements
approximately 25,000 meters of drilling done historically; 20,000 meters planned this season
we've done approximately 25,000 meters of drilling on the project historically. Um, so we'll be roughly doubling the amount of meters drilled just this summer
14 Jul 2026 ·
deposit is open everywhere, haven't found the boundaries yet, three zones along strike
This is a deposit that's open everywhere. Uh we really haven't found the the boundaries yet. Uh, and one of the first things we're going to do is we have three different zones along strike.
14 Jul 2026 ·
deposit dips into mountain, potential for deeper stepouts down dip
our deposit dips into a mountain. It dips into the side of the mountain. Um, so the deposit goes down, the topography goes up.
14 Jul 2026 ·
resource size 2 statements
a little over a million tons
Our resource right now is a little over a million tons.
14 Jul 2026 ·
goal to double resource from current size
one of the primary goals is increasing the size of the resource, doubling it.
14 Jul 2026 ·
deposit type
tungsten
our Fox project, the highest grade tungsten deposit in the world
14 Jul 2026 ·
grade
about 1% tungsten
our average deposit grade is about 1% tungsten
14 Jul 2026 ·

Every claim above was said by Stephen Gray in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.

Themes and assets

20,000m drill program and resource expansion to 3Mt 1 China supply dominance 1 critical minerals 1 Fox Tungsten project overview and grade thesis 1 tungsten market 1 Tungsten market dynamics: China export controls and supply deficit 1

Most discussed assets

Transcript previews

Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

Create your free research agent

Unlock every transcript this speaker appears in, compare them with your other followed voices, and ask the agent for the bull, bear, and consensus read in one workspace.

  • Full transcript archive for this speaker
  • Personalized relevance to your watchlist
  • Cross-speaker comparisons inside your workspace
  • AI chat about this speaker’s thesis
  • Track how their view changes over time
Create your free research agent
TRANSCRIPTAGENT.AI