The Market Mindset – Unveiling Asymmetric Investment Opportunities

In this episode, Andrew O’Donnell sits down with Al Kroontje, CEO & Director of San Lorenzo Gold, to break down the company's project advancement strategy and what investors should be watching over the coming months.

Al brings 30+ years of resource-sector experience, including 15 years working directly in Chile, and has led multiple discovery-stage ventures with a proven record of advancing projects toward development. With a BSc in Chemical Engineering from the University of Waterloo, he combines technical depth with decades of operational insight across exploration, geology, and early-stage development.

We’ll dig into:
- San Lorenzo’s project portfolio and 2025 development roadmap
- Key exploration catalysts shaping the company’s next phase
- Why Chile remains one of the most important jurisdictions for gold and copper exploration
- How Al’s background in engineering and discovery-stage leadership influences his approach

If you’re tracking gold explorers, early-stage catalysts, or emerging opportunities in Chile, this is one conversation you won’t want to miss.

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#SanLorenzoGold #GoldExploration #MiningStocks #MarketMindset #JuniorMining #GoldInvesting #ResourceSector #ChileMining #AndrewODonnell #AlKroontje #GoldStocks #ExplorationStocks #MiningInvesting #CommodityMarkets

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In this interview, Andrew O'Donnell is joined by Rasool Mohammad, CEO of Arya Resources, to break down one of the clearest valuation disconnects in Canada’s gold exploration space. Both Arya (RBZ-V) and Trident (ROCK-V) operate in the same La Ronge Gold Belt, both are hitting strong orogenic-style gold zones, and both share a management lineage responsible for defining ~536,000 ounces in the region. Yet despite comparable grade–width numbers — and Arya hitting every hole at significantly shallower depths — the market values ROCK at ~$50M and Arya at just ~$9M. When analyzed using institutional metrics like gram-metres, depth-adjusted economics, and discovery efficiency, Arya screens as roughly 3× cheaper on a normalized basis.

This is the kind of early-stage pricing gap institutions look for. We walk through the numbers, the belt context, the structural model, and why Arya’s hit rate and shallow intercepts may be signaling a much larger system still ahead.

#AryaResources #RBZ #RasoolMohammad #TheMarketMindset #AndrewODonnell #GoldExploration #LaRongeGoldBelt #JuniorMining #GoldStocks #MiningInvesting #GoldDrilling #OrogenicGold #ResourceStocks #CanadianMining #GoldAnalysis #MarketValuation #MiningStocks #ExplorationGeology #RockridgeResources #ROCK #MiningInvestors #GoldBullMarket #MiningNews #DrillingResults #GramMetres #ValuationGap

Everyone’s talking about critical minerals, but few are talking about reality. Today Andrew‘s breaking down why the market keeps chasing the shiny headlines while ignoring the real supply crunch forming beneath the surface. From copper to graphite to rare earths, we look at where the real scarcity lies, and why it’s being priced like it doesn’t exist.


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🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of The Market Mindset, Andrew O’Donnell takes viewers inside Element One Hydrogen — a company at the forefront of America’s search for naturally occurring, or “white,” hydrogen.

Most people have heard of green and blue hydrogen. But Element One is part of a U.S. Department of Energy–backed initiative (ARPA-E’s GEO-H₂ program) exploring a completely different path: hydrogen that isn’t manufactured — it’s discovered.

This conversation dives into:
🔹 How geologic hydrogen forms deep underground through natural reactions
🔹 Why ARPA-E and Cornell University are betting on “stimulated hydrogen” — accelerating nature’s own chemistry
🔹 The critical economics: can natural hydrogen be produced for under $1/kg?
🔹 The potential implications for U.S. energy independence and resource security
🔹 Where Element One fits in the broader energy ecosystem — from R&D to future field trials

We’ll separate the science from the spin, unpack the economics, and look at what real proof looks like in this emerging sector.

Because if white hydrogen proves viable, it won’t just change the energy map — it could redefine who controls the next century of fuel.


#ElementOneHydrogen #WhiteHydrogen #GeologicHydrogen #NaturalHydrogen #EnergyIndependence #CleanEnergy #ARPAE #DOE#Hydrogen #EnergyTransition #CriticalMinerals #ResourceInvesting #HydrogenExploration #CornellUniversity #HydrogenEconomics #EnergyInnovation #HydrogenProduction #RenewableEnergyInvesting #EnergySecurity #FutureOfEnergy

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of The Market Mindset, Andrew O’Donnell takes viewers inside Element One Hydrogen — a company at the forefront of America’s search for naturally occurring, or “white,” hydrogen.

Most people have heard of green and blue hydrogen. But Element One is part of a U.S. Department of Energy–backed initiative (ARPA-E’s GEO-H₂ program) exploring a completely different path: hydrogen that isn’t manufactured — it’s discovered.

This conversation dives into:
🔹 How geologic hydrogen forms deep underground through natural reactions
🔹 Why ARPA-E and Cornell University are betting on “stimulated hydrogen” — accelerating nature’s own chemistry
🔹 The critical economics: can natural hydrogen be produced for under $1/kg?
🔹 The potential implications for U.S. energy independence and resource security
🔹 Where Element One fits in the broader energy ecosystem — from R&D to future field trials

We’ll separate the science from the spin, unpack the economics, and look at what real proof looks like in this emerging sector.

Because if white hydrogen proves viable, it won’t just change the energy map — it could redefine who controls the next century of fuel.




#ElementOneHydrogen #WhiteHydrogen #GeologicHydrogen #NaturalHydrogen #EnergyIndependence #CleanEnergy #ARPAE #DOE #TheMarketMindset #Hydrogen #EnergyTransition #CriticalMinerals #ResourceInvesting #HydrogenExploration #CornellUniversity #HydrogenEconomics #EnergyInnovation #HydrogenProduction #RenewableEnergyInvesting #EnergySecurity #FutureOfEnergy

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

White hydrogen, also called natural or geologic hydrogen, might be the most misunderstood energy story of the decade. Unlike green or blue hydrogen, it’s not produced… it’s discovered.

In this episode of The Market Mindset, Andrew O’Donnell breaks down the real science, economics, and investment implications behind natural hydrogen. From the DOE’s new ARPA-E GEO-H2 program to field evidence in Mali and emerging players like Element One Hydrogen and Desert Mountain Energy (TSXV: DME) — we separate data from narrative and physics from ideology.

If white hydrogen can be produced at scale, it could disrupt both the clean-energy transition and the geopolitics of resource scarcity. But between the promise and the proof lies a canyon — and tonight, we cross it one data point at a time.



#Hydrogen #NaturalHydrogen #WhiteHydrogen #EnergyTransition #CleanEnergy #Investing #CriticalMinerals #DesertMountainEnergy #ElementOneHydrogen #GeologicHydrogen #HydrogenInvestment #ARPAE #DOE #TheMarketMindset #AndrewODonnell #EnergyFrontier #Helium #AIInfrastructure #RoswellNode #ResourceInvesting #EnergyMarkets #HydrogenEconomics

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Why the Next 10X Stocks Will Come From the Supply Gap, Not the Hype Cycle.

Everyone’s talking about gold at $4,000 and copper shortages… but here’s what nobody’s tracking — the supply math.
We can’t build the future with promises. You need real projects, real tonnes, and real timelines.

That’s exactly what The Drillsheet tracks — who’s actually positioned to deliver.

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👉 Real analysis. Real assets. No hype.

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#TheMarketMindset #TodaysTake #TheDrillsheet #ResourceShortage #CommoditySupercycle #CriticalMinerals #GoldStocks #CopperStocks #SilverStocks #MiningStocks #EnergyTransition #AIInfrastructure #SupplyChainCrisis #RealAssets #HardAssets #InflationHedge #MetalsDemand #JuniorMiners #ResourceInvesting #GreenEnergyMetals

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In this interview, Andrew O'Donnell is joined by the CEO of Lifezone Metals Chris Showalter

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#TheMarketMindset #DiggingDeeper #LifezoneMetals #HydrometTechnology #Nickel #CriticalMinerals #ResourceInvesting #MiningInnovation #SustainableMining #EnergyTransition #BatteryMetals #Copper #CleanEnergyMetals #AfricaMining #MiningStocks #MetalsDemand