FDR closes out smash-hit PDAC video by AntonioI delayed writing any comment on Antonio’s outstanding PDAC documentary, mainly because I didn’t quite know what to make of it. He saved the best for last, as Founders was his final segment on the last day. Clearly the FDR discussion group on CEO.ca loved it, as I’ve never seen such a high level of near-immediate positive rating there.
The interview at FDR’s table, while not exactly bad, was not at all what I was expecting. Rather than Padget, Voegeli or one of FDR’s directors or IR people, our man in the core shack was geologist Vincent (Cambrais? – couldn’t read his last name). Clearly an earnest, enthusiastic geo, but one living very deeply inside his own science, almost comically unaware he might need to do a little jargon translation. And promotion.
I can’t remember which Founders executive referenced the hiring of an FDR geo who had done his PhD thesis on the gold geology of Suriname/French Guiana, but I now suspect this might have been the man to whom they referred. Vincent certainly fits the academic mold.
And somehow, the beautiful gold vein featured in the last press release wasn’t obviously present. Or maybe Antonio filmed it before Vincent misted it with water to highlight vein.
In any case, Vincent’s explanation of the various rock patterns blew right past our great grade achievements like they were commonplace. As a consequence, Antonio didn’t seem to register just how great FDR is. Too bad, since he has a huge audience. Though I think he’s already interviewed Padget once, so maybe I’m being too impatient.
Oh well, don’t let me run you down, Vincent. Stick to the analysis of the assays and plotting the next ideal drill pad locations, like you’ve obviously been doing, and the promotion should work itself out just fine. The market will wake up soon enough when we’ve got the next round of assays in hand - including that showy vein – any day now, I would think.
Let’s take my thinking to its logical conclusion. If Vincent was holding down the fort at the PDAC booth, that must mean the higher ups were either busy with high-level networking elsewhere, or engaged in work so critical to keeping Founders on the fast track they couldn’t be spared to meet the public. Fine with me. Keep at it, boys.
I was also waiting for wise man Dave Lotan to mention FDR at the beginning when discussing the few excellent companies at PDAC, but not a word. Being the eternal optimist, I will assume positive reasons for that.
Given how smart he sounds, Lotan likely already has all the FDR he wants. But maybe *his* friends and family are still getting organized, freeing up capital to grab all the Founders shares they can afford. So Lotan wouldn’t want to excite the market.
I’m not restricted by any such niceties. I want to excite the market all I can.