38:26 into the video David Erfle talks a bit about MOZ it is as he says in his top ten holdings. He also mentions a company he likes about 50 kms from Valentine. Matador mining or something.
https://www.kitco.com/news/video/show/Kitco-Mining/3653/2021-10-10/A-week-of-exceptional-drill-results#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.kitco.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DKitco-Mining