Gary Bohm
Founder & Host | Metals and Miners | Long-form interviews with junior miners and the macro voices that move the sector
"Founder and host of Metals and Miners, an independent interview platform for junior miners and the macro voices that drive the sector"
Biography
Gary Bohm is the founder and host of Metals and Miners, an interview-driven media platform covering the people, companies, and macro forces that move resource markets. A small-business owner for more than twenty-five years before launching the show, he built Metals and Miners around a simple premise: the best way for a self-directed investor to learn about a junior miner is to hear its management team answer hard questions on the record.
Since the channel's launch, Bohm has hosted a wide cross-section of the resource space. His guest list ranges from macro investors like Luke Gromen of FFTT and Michael Howell of CrossBorder Capital — who connect monetary liquidity (the supply of dollars and credit in the financial system) to commodity prices — to sector specialists such as Florian Grummes of Midas Touch Consulting and metals analyst Eric Yeung, plus the executives of single-asset explorers such as Shawn Khunkhun of Dolly Varden Silver and coverage of names like Scottie Resources and Noble Plains Uranium.
The recurring themes are gold, silver, uranium, copper, and the junior miners that develop them, paired with regular conversations about drill results, NI 43-101 resource estimates (the Canadian standard for reporting a project's size and grade), capital raises, and takeovers. Bohm frames the platform strictly as education, not a buy call, and devotes as much airtime to the macro backdrop — inflation, Federal Reserve policy, and dollar liquidity — as he does to individual stocks.
For a resource investor with a finite reading list, Metals and Miners is one of the few independent venues that pairs multi-hour executive interviews with macro context under a single roof. Its coverage of episodes like the Scottie Resources deep dive and the Noble Plains Uranium discussion is representative: a long company interview plus independent analysis from Bohm and his guests, rather than a one-minute market hit.
Videos (2)
A Gold Miner That Could Earn Its Market Cap Every Year: Scottie Resources (TSXV: SCOT | OTC: SCTSF)
- Top takeaway Gary Bohm presses on two points — avalanche risk still being present at site and the fact that the market is already assigning Scottie a premium in-ground valuation versus peer-stage averages — and Mumford argues exploration velocity and a two-year path to production will close that valuation gap
Scottie Resources plans 2028 production from a BC Golden Triangle gold project using DSO, shipping crushed ore directly to a Taiwan offtake buyer with no mill or tailings facility. A 2025 bulk sample pulled $9 million from 4,600 tons at ~14.5 g/t over nine days, validating the road-to-port shipping model ahead of a Q1 feasibility study. Management targets roughly $150 million in annual free cash flow at $2,600 gold, with average production near 65,000 ounces per year over a seven-year mine life. Eleven commentators split on the plan: a few endorsed the team, while others flagged the $225 million valuation and tight two-year timeline as key risks. Indicated-versus-inferred resource conversion, project financing, and a joint IBA with the Nisga'a are the milestones Thomas pointed to as the path from PEA to first pour.
Doug Already Bought It - Noble Plains Uranium (TSXV: NOBL | OTC: NBLXF)
- Top takeaway Bohm asks why the market prices Noble's in-ground pounds below same-stage peers and presses on near-term cash risk, drawing out the junior-market explanation and the possibility of a deeper Ur Energy partnership.
Noble Plains Uranium (TSXV: NOBL) buys historic Wyoming uranium ground and converts legacy drill data into compliant resources, skipping grassroots exploration risk. Flagship Duck Creek holds a maiden 6.36-million-pound uranium resource (83% indicated) beside Cameco's and Uranium Energy's Powder River Basin projects. In-situ recovery (ISR — leaching uranium with solution underground rather than mining it) underpins the plan; management wants 20-25 million pounds before a production decision. Ur Energy took a 6.2% stake and signed a processing LOI, so Shirley Central pounds could pipe into its brand-new adjacent ISR plant. The panel flags a 30-million warrant overhang, serial commodity pivots, and thin cash, yet most agree the nano-cap valuation already prices much of the risk.
Specializations
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