Billy Infjall
Interviewer | Junior Mining Coverage | Executive interviews across gold, copper and critical minerals
"Executive interviews with junior gold, copper and critical mineral explorers across Mexico, Canada and the United States"
Biography
Billy Infjall is an interviewer and host who focuses on junior mining companies — the small-cap explorers and developers that make up the discovery end of the resource market. His interview catalog is a practical cross-section of that market: gold drilling in Sonora, Mexico; copper exploration on Vancouver Island; seabed critical minerals (metals deemed essential to economic and national security); a tungsten restart in the United States; and a gold-copper resource expansion in British Columbia. For investors who follow early-stage mining equities, his conversations offer direct access to how management teams describe their own projects, timelines and catalysts.
The clearest record of Infjall's work is the roster of companies he has put in front of the camera. He has hosted updates with Questcorp Mining (CSE:QQQ, OTCQB:QQCMF), a junior advancing the La Union gold-silver project in Mexico's Sonoran Gold Belt — where the company reported a maiden (first-ever) drill intercept of 42 metres at 30.3 grams per tonne gold, g/t being the standard unit for gold grade — alongside the North Island copper property on Vancouver Island. His coverage also includes Upside Gold's Kena gold-copper project in British Columbia, Renegade Gold's ground in Red Lake, Ontario, one of Canada's best-known gold camps, American Tungsten's effort to restart domestic tungsten production, and Deep Sea Minerals' seabed exploration work. Publicly available detail on Infjall's own career background is limited; the coverage itself is what can be assessed, and it is consistent in its focus on small-cap resource stories.
His format is the management-update interview rather than the macro debate. Executives walk through where a project stands: what drilling or permitting is underway, what the next news flow looks like, and how the work is funded. That makes his conversations most useful as a screening and monitoring tool. A viewer hears management commit to specific plans on the record — a drill program at La Union, resource expansion at Kena, a production restart at American Tungsten — and can then track filings and results against those commitments.
His coverage leans toward metals where supply is concentrated or policy-sensitive: tungsten is on critical-mineral lists and the United States imports nearly all of what it consumes, while seabed minerals sit at the frontier of the critical-minerals debate. Junior mining interviews are, by nature, promotional settings — the executives are telling their best story — so his catalog works best alongside primary sources such as technical reports and financial statements. Used that way, it is a compact way to follow a cohort of small-cap explorers through their news cycles across Mexico, Canada and the United States.
Videos (6)
Questcorp Mining ($QQQ | $QQCMF | D910): Mexico Gold Drilling Underway, Canada Copper Asset Up Next
Phase two drilling is underway at La Union with Riverside operating, targeting at least 1,500 more metres and September assays. First-phase drilling hit 42 metres at 0.3 g/t gold, with chip channel samples returning 226 g/t silver. A four-year earn-in lets Questcorp take up to 100% of La Union by meeting raise, spend, and share-issuance milestones. The CEO sees Mexican permitting momentum — peers winning permits — as a tailwind that could drive regional M&A. North Island Copper in Tier-1 British Columbia offers large-scale copper upside, with permitting targeted by year-end or early 2027.
Deep Sea Minerals ($SEAS | $DSEAF): Advancing Seabed Critical Mineral Exploration
- Top takeaway As host, he steers the interview through government funding tailwinds, the AOMC-Odyssey merger signal, and partnerships, and repeatedly endorses the sector's momentum.
- He sums up the standout positives for investors as government tailwinds, a debt-free balance sheet, and seabed mining's lower environmental impact.
Deep Sea Minerals targets polymetallic nodules — potato-sized seafloor rocks rich in nickel, copper, cobalt and manganese — in the Clarion-Clipperton Zone and Cook Islands. US policy shifts, including direct government stakes in critical minerals companies, are channeling regulatory support and funding toward seabed mining. The AOMC-Odyssey Marine reverse merger values a comparable pre-revenue seabed miner at $1 billion, far above Deep Sea Minerals' ~$45 million equity value. Management seeks non-dilutive funding — money that avoids share dilution — via EXIM Bank and defense programs, plus a planned NASDAQ uplisting. This is a compensated promotional interview; the company is pre-revenue and no commercial recovery permits have been awarded anywhere in the world.
Why Renegade Gold ($RAGE | $RENGF) Is Targeting Growth in Red Lake
- Top takeaway Billy hosts the interview for Nordic Funds, steering the conversation to the deepening Rebel resource, Red Lake's jurisdictional strengths, and what the market may be underappreciating about Renegade.
Renegade Gold's new mineral resource estimate (MRE — the tally of ounces a deposit hosts) puts 807,000 ounces at Rebel, about half indicated. Drilling extended Rebel to 700 metres, and the guest argues orogenic systems (gold along deep structures) leave room to grow at depth. A 100,000-hectare land package ties up the Red Lake mine trend and underexplored belts, making Renegade a district-scale consolidation play. Kinross just committed $5 billion to its Great Bear project nearby, Evolution targets 200,000 ounces, and West Red Lake Gold has reached production. The CEO argues a roughly $20 million market cap underprices a high-grade 807,000-ounce deposit in a jurisdiction where producers actively seek mill feed.
American Tungsten ($TUNG | $TUNGF): Restarting U.S. Tungsten Production
- Top takeaway The host presses on dilution protection, noting the last raise was completed without a discount, and draws out the CEO's reliance on tailings cashflow and non-dilutive government funding.
- He frames the tailings plan as responsible and sustainable development, prompting the CEO to detail remediation, county and community engagement, and planned worker housing.
Tungsten prices are up 570% in a year as China, producer of half of global supply, restricts exports while defense and technology demand builds. CEO Ali Haji presents the IMA Mine in Idaho as a brownfield — a past-producing asset — on private patented land, easing permitting. Reprocessing legacy tailings first — a $4 million plant targeting $45-50 million in cash flow over 2.5 years — funds the restart while limiting dilution. The company reports $49 million in treasury, a $25.5 million EXIM letter of intent, and targets commercial IMA production in 2027. Stated catalysts: a resource estimate due June-July, a PEA (preliminary economic assessment) in Q3, and a first concentrate sale in December.
Upside Gold ($UG | $UGODF) Advances Resource Expansion Plans for the Kena Gold-Copper Project
- Top takeaway The host frames the historical resource covering only 4 of about 21 kilometers as the key upside, saying expansion toward 7 to 11 kilometers means 'a lot of upside coming' for investors.
- He presses the CEO on milestones, copper's path to cash flow, dilution, and use of proceeds, and agrees with her that Canada has become more focused on developing its own resources.
Upside Gold's Kena project holds a historical 3.31-million-ounce gold resource, and CEO Sophy Cesar targets growing it roughly 40% to 4 million ounces. That historical estimate covers just 4 of 20 kilometres, and the team sees an 11-kilometre mineralized trend as the main expansion target. Updating the historical 43-101 (the Canadian standard that makes a resource official) is planned for Q1 2027, now adding copper and silver values. Infrastructure cuts costs: the project sits 7 kilometres from Nelson, BC, on Highway 6 with hydro, rail, and a local mining workforce. Roughly 55 million shares and a $75 million market cap keep the structure tight, with $800,000 raised in January and 4,000 metres of drilling starting.
Triumph Gold ($TIG) Freegold Mountain Project in Yukon: Up to $8.4B Resource Estimate
- Top takeaway Host Billy Infjall frames the interview's key investor questions — the roughly $33 million valuation for about 2 million ounces, the C$1.93 million raise and 2026 field season, shareholder structure, the Proton zone, and silver's supply-demand outlook.
- He signals agreement with Anderson's bullish silver view, adding that a correction is natural after a long run.
Interim CEO John Anderson values Triumph Gold's 2-million-ounce gold-equivalent resource (all metals stated as gold ounces) at $8.4 billion in-ground versus $2.1 billion in 2020. The stock trades near $15 per resource ounce against a roughly $30 junior-sector average, and management sees 2026 exploration as the re-rating catalyst. Road access to Freegold Mountain keeps drilling near $150 a meter, while helicopter-supported Yukon competitors face roughly $750 — infrastructure drives exploration economics. Management capped potential dilution at 15% per financing and paused fieldwork for three years, restarting as gold, copper prices and Yukon governance improved. A newly acquired Utah silver project — a 2-mile surface vein with a 12-ton bulk sample grading 43 ounces per ton — drills later this year.
Specializations
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