https://www.youtube.com/watch?app=desktop&v=kSGpTYpiUyM
It sounds like he's talking about KTR and his Wabash project when he talks.
KTR has everything he says: good tranching results, good managers who have already worked in finance, good ore concentration, good communication.
KTR reminds me a lot of Azimut (AZM-V) in its early days and it looks good.