OROCO Resource Corp $ORRCF - STOCK UP MASSIVE! 160% YoY and 48% in 2026 - Ian Graham - Insights

[screaming] [music] The following content you are about to review is paid for content. The particulars of my compensation on behalf of an entity is provided in the description below. I encourage all reviewers of this content to take note of those disclaimers and to understand that the information that is passed in the following video is aimed at information and is not to be misconstrued as investing information as there will be statements that are made based on the company's uh current operations as well as potential forecasts of where the company could be again I encourage all investors to heed the disclaimers and disclosures provided in detail in the description below. Please enjoy and love to welcome everybody back to the independent investor channel for the first meeting with Aurora Arokco Resource Corp here in 2026. We've got Ian Graham. He's the president of Arokco. He's been on the independent investor channel many, many times. And we just want to thank him from the bottom of our audience's heart for coming on, taking time out of his busy schedule as this has been a rip roaring start to 2026. Um, I want to welcome Ian to the channel. But before we do that, I I do want to allow Ian um to to address the the Vizla uh incident here right up front for our shareholders. Um, we do have to also um invite anybody who's viewing this content uh to to visit the disclaimers below. Um, I for one am a bullish share owner in the company. I've owned stock in the company for uh many many years. We have to be upfront and um and and and uh point to those disclaimers for any investors out there. You can read through those, understand my share position and compensation uh and and understand that this ba content is being brought to you uh on behalf of AOKO. But want to turn it over to Ian. Happy New Year to Ian uh to to to kind of kick us off here and um um address the Vizla incident. I've had some some folks reach out to me and want to actually get your comments and thoughts on behalf of Arokco uh resource course before we start to get into the goings on uh with the company. So, welcome back to the channel, Ian. I'll kick it off and thank you so much for being a guest today. >> Well, thanks for having me back, Ryan, and and happy new year to you. >> Um yes, right out of the gate, uh critically important. uh you know we are at AOCO and across the mining fraternity terribly concerned about the families affected uh by the events uh that impacted this. Um for ourselves uh we're thankful for the fact that we are quite some considerable distance away from the area where that incident took place. Uh but we are in Sinaloa albeit in far northern Sinaloa and we have some benefits I think. Uh we're on the Latin tradal Pacificico that's the international trade corridor protected by yeah >> both the US and the Mexican governments. Um that's that by national gateway protected from Texas through to the Pacific port at Tobula Bumpo. Um so you know we're fortunate we're back from the highest levels uh of of the government both in Sinaloa and at the national level. Uh so being part of planoa and on the top of bumper economic development hub for well-being you know puts some you know uh some backing behind us. Um but we do, you know, want to recognize uh the challenges for those affected by the events uh that took place south of us. And and we just really want to recognize the challenges uh that that those people uh have to face and are embarking on in their lives. And so our condolences to the families and to everyone affected. Um and and we as part of that fraternity have felt that the impact of that you know personally um I'm I'm here at the project at the moment. I've been here for 10 days uh and we're mobilizing um you know to to commence the PFS drilling etc. Um but everybody here uh is you know feels at one with the folks at Vizla. So, you know, we feel we're in a a a different part of the state. Um, but nevertheless, uh, you know, we'll pay attention to the circumstances we're in and make safety and security job one, uh, for everyone engaged with us. >> Yeah. And I appreciate that transparency. And I had some people reach out to me uh and make sure to give you at least the platform uh on our small carveout on social media to to allow you to express your uh um your your comments. So, thank you for that. >> Well, thank you. >> You're welcome. Um, you know, I we've been doing this a while now and we were talking backstage about, you know, the tone of some of our earlier interviews and how this story was really quite dead for a number of years and and we've been able to kind of talk about why some of those things were and we have just recently broken out of that. Okay, especially with the stock performance. Okay, that's, you know, one of the elephants in the room is to, you know, you guys have just been on fire here as of late and for good reason. Okay, I I I think the financing that has come through has been a a nice tailwind. And again, I I conveyed to you backstage that I thought this would this would provide you guys the applicable runway and financing for you guys to uh continue to execute um along your deliverables for share owners. But I would would it be possible for you to just talk a little bit about the recent round of financing? Um you know uh any overhang from that? I don't expect that there is any but more moreover the um what that financing means for AOK Resource Corps especially over the next you know 6 to 12 months or so. Certainly. So Ryan, you're you're correct and I don't want to look back from this point perhaps again on this discussion, but last year was a build year and and the discussions we had reflected that. I think >> you know we we put in place some of the political items, new new uh board member etc. And so I think we were well primed coming into 2026. We had some activity in the in the copper space. we've seen commodity prices, you know, really >> really really do a few things uh for us. And so we hit the ground running. Uh we were back on the 5th of uh January, engaged with uh those who led our financing with us. Uh we sort of announced it I believe on the 9th. Um things were more or less a wrap by the 10th 11th and uh we chased the paper and closed on the 14th. It was a a phenomenal experience. Quite thrilling. Um I'm I'm still recovering from the sleep deprivation mind you. Um but it but it was absolutely fantastic and you know grateful to have added some new share owners uh and institutions to uh to the spores of the company. So that that was thrilling and as an operator, you know, my technical background, we now have a treasury and so I am very very forward focused as are the crew down here uh and the office in Vancouver to get out tell the story work on behalf of of shareholders uh you know telling the go forward story. So you know what has really transformed I think um is that we're you know we're going from that yeah we're taking the steps to get ready to build and we're now in that phase of building out the prefeasibility study. Now there's quite a lot of work to do on that. We we have to go drilling at South Zone. We have some metallurgical geohhydraological etc work and drilling to do. >> We have some environment baselining to do. So there's a large amount of work. >> Yeah. But the financing uh you know has essentially primed us to underwrite all of that work. Correct. Um we will need to raise some further capital to pull it all together into a prefeasibility study >> of course >> um to do some of the tradeoffs that uh your your uh audience is aware of that we you know some of the work very very valuable work that we've been doing with yes with Whittle Consulting which also was part of last year's build I I would um something I'm really excited about and Andrew wear is uh you know our QP down here absolutely thrilled with those outcomes. We see some real opportunity to add value in the PFS from that good work. >> Awesome. >> So, you know, now we're forward facing and I'm just thrilled to say, you know, that um that corporate pressure, the treasury pressure, etc. that we did have to work through last year is off. So, I I'm thrilled. Uh I'm down here in Chik. It's uh my happy place and I'm I'm with the crew and they're all behind me here and and around getting, you know, rapidly working to get ready for drill mobilization. So, we've soft circled the 23rd of February. Um but we're not we're not going to pull any triggers, you know, hastily. we've got we've got the year ahead of us to do good work and uh we just can't wait to to being busy here again and and it will get busy uh and it it will get busy quick I I think and >> you know uh even just while I've been down here we had Fisal Rodriguez our new >> uh board member he came by on Sunday and spent a couple of hours here at Ranchito >> uh with the crew um >> uh Andrew and I mostly butt out of that. And he and the crew reviewed uh what it is they're planning to do and and uh and he gave us some real encouragement and you know some direction and support on safety and and uh you know culture of of of growth and and preparing this project to be a development project. So uh that that was that was a real treat those couple of hours with him. Um, and uh, so here we are and uh, yeah, can't wait to get going, Ryan. And >> you know, thanks for you talking to us through the, you know, those times when when that was a notional, you know, almost target to get back and here we are. We're back. >> I don't I don't want >> You're welcome. I don't want the audience to to misconrue. you know, we were pretty frustrated together and I I shared in that frustration because there's no way in hell your stock should have been trading at that valuation for that long. So, I want the audience to truly understand that the that the small increment of rerate, I mean, the stocks up handily 50% just this year, okay, 160 year-over-year. And our coverage of AOK does go back over that entire time period, okay? Um, >> you know, all I can say is congrats. Well earned. I I told you behind the scenes I I'm not surprised and I don't expect that my audience if you're truly in this stock in this company for the right reasons that you don't feel like the best times are ahead of us rather than behind us. Okay. And I I just I >> Please do >> we certainly agree with that. And uh [clears throat] you know what you're saying is my 2025 poker face wasn't quite what it might have been, but I am I am thrilled now. I have to say, you know, I think I think we we hold a good hand in terms of the cards and we're now ready to go to work and uh and it's palpable. You know, everybody's busy around uh here at Ranchito, the facility at the moment and uh just getting ready to go. So, >> very good. >> Yeah, it's exciting. If you mind, uh, Ian, give us some give us some color on current priorities if you would. >> I'm a share owner. Um, don't talk to me. Talk to the person who is looking at your company with a new lens. >> You know, why a Roco Resource? You mentioned the price of copper. I don't want people to look at your company and say, "Well, the stock has risen 50% or it's up 160% in the last year." That's a reason to invest. I want them to understand the deeper story here. in the value proposition that you guys bring to the table. So, can you talk a little bit and you can go any direction with this? I'm interested in the you know any progress on political uh you know uh geopolitical type of influences you know any type of you know progress that we're making on the permitting front. I mean I could talk to you all day but we have only got 20 minutes to convey the story. So please >> well I shall try to do that. I know >> um we're embarking on that transition phase in any mining project post discovery where you prepare the project for development and and that is a key phase, right? It it scales it. You have to prepare it for the permitting. You have to understand what the range of potential development tracks might be and and put it in place so that it can ultimately be put into production. follow a plan which no doubt will be modified in the feasibility sum off the prefease. But this is this is when you know that sort of dream is turned into uh a a potential for reality and and we have a large you know um occurrence. This will be a you know depending on the copper price one assumes a project that will have 30 billion in revenue over 20 odd years. And so it's a large project. It matters for the people in the district. It's going to be a major employer and it's going to be a real contributor to copper production on a global basis. So that's exciting. Um and we now have to do the part of resource drilling that is required for south zone. That's that's a chunk of work. We do have to do the geotechnical and other studies that I mentioned earlier. So there's quite a lot of work to do, but this will culminate in early 2027 in a in the prefeasibility study which we believe is going to be really quite an exciting opportunity and I think it will contrast with other copper projects. Uh there are some splendid projects in the world that are will be developed but some of them have some particular challenges high altitude water challenges etc. Whereas at Sto Tamas, we feel the location is quite blessed and and has ready access to water. It's 200 m above sea level uh where the base of the pit will be um you know where we just don't have some of the location challenges that other large copper projects have and we're in North America so that's good. Um on the on the sort of geostrategic uh we're in an interesting time. I sort of feel like the 70s again is uh the world's a challenging place. Um but I do think that all those challenges, many of which I personally don't really understand all that well, uh are teeing us up for a robust resource environment and not least for copper. So I I would say that uh from a ROO's perspective, we believe the copper environment is conducive to what what we intend to do. And really the the um the priority for us is to answer the call so to speak uh and to put this project into the pipeline for development in order to answer the shortfall in copper. and the markets I think will will uh will educate us as as they go. I think our call is to to stick to our knitting and prep prepare this project through PFS for development and uh and and I think the world will reward us for doing that if we do it properly and and you know diligently. What are you guys looking at for, you know, spot if copper has improved? We're talking at $6 right now. I don't believe that it's entered into any type of s super cycle the way that silver and gold have, but copper's next in line. And you could argue that the demand there for copper as it relates to your guys's MPV and where you sit now is really the most attractive thing for me. And as this copper price appreciates, how that really does provide that tailwind for you guys, can can you speak a little bit about that? I mean, where could this project be? I mean, is it going to stay at six bucks? I I think we've got some room to the north. That's what I think. I'm I'm very bullish on copper, and that's not just me. This is this is the discussion right now. So, can you put a little >> I tend to be quite conservative, Ryan. I was panel beaten into my calling at a couple of major mining companies and uh way back when in just shortly after 2000 I recall having to ask permission to add 5 cents to the long run cost of copper in order to pro uh to put together what was then a the equivalent of a pea internal to that company. uh and it went all the way to the investment committee to allow us to add 5 cents to the then 68 cent prevailing longun price. So I've always been conservative and >> that's where the $4 price comes from, right? >> Yeah, it is. And but you know I I I do we think there's a very very strong copper outlook. We're seeing stockpiling in the United States. >> Yes, we are. uh and we're and we're seeing, you know, even even the emerging economies need that copper to to keep growth and and bring people, you know, electrify communities. So, we we see a very broad demand, of course. >> And of course, the AI thing, um you know, who knows how large that's going to be and what it's going to take. I I certainly don't. I'm I'm bullish on on demand, though. Um, and in some respects, uh, I'm trying not to go down a a pricing rabbit hole because what we really have to do is do our study. And, you know, early next year, we'll select long run pricing for the PFS and uh, and we'll no doubt get some some, you know, smarter minds than I to help us select that price. But yes, I think, you know, I think the time is right. We we couldn't time it better and the world needs our project. And yeah, >> I'm a pretty simple guy. You know, if the if the world needs what we've got, we should just deliver it. >> I think it's worth betting on. And uh we'll see and we'll see how you know how the >> Well, we're all in and we were thrilled, I have to tell you, with the the financing, you know, we opened it uh with with uh those who led it for us uh and it transformed twice. It went from an early sort of sizing. It was upsized and went to a bought deal >> uh and then upsized again. >> And that all happened in 36 hours. Um so, you know, I think the environment is is is bullish. I'm I am bullish. Um but we need to focus on the here and now and and get >> optimistic. Yeah. >> So that we can take advantage of this environment um you know s as soon as possible. So so that that's our outlook. >> I think I think I think the focus and again I I've told you this before I'm bullish on you guys >> um you know taking that approach and those are things you can't control. um you know the estimates for the for the present value at $4 now spot price at six. >> We'll see. We'll revisit this question at the end of 2026 and see if this tailwind actually plays itself out. How about that? Um but I do I think you're in a good spot and um I I think this is going to be >> the financing was a pretty monumental catalyst I think in the history of the company. I think it would be unfair to deem it anything other than that. As a share owner in the company, I kind of felt like it was an inevitable. Uh I felt like the financing kind of spoke and and played into uh you know the the the precious metals uh upswing. You guys kind of met a perfect storm a little bit. And I also think there was a third catalyst with you guys in that I just feel like you guys were drastically undervalued for quite a long time. And I think those three things came together at the perfect time and and created this. I I guess in closing as we wrap kind of round it down 2026. Okay. We've got a timeline. We think that probably the prefeasibility study right sometime you know toward the beginning of 2027 how is it in the short to medium term does this company uh with its current priorities uh shape up so 2026 shareholders have some sort of an insight or color on what to expect here um in the short and medium term Ian >> so there'll be consistent news on the Santomass drilling and the various phases, right? The resource and the geotech, etc. And people should watch for that being done. >> We're also going to pay a little attention to the vineer project south of Stomas where we think there's high potential for another porefree system. There's known mineralization there. Um poly metallic, some brees and things. So, we'll definitely, you know, find some interesting stuff there. And I think that will be a sort of a channel of news that people should keep an eye on. And uh I for one am keen to get after that and see what we get. But we will not take our eye off the prefeasibility ball. That that won't happen. Um and we we do have a time constraint in terms of how quickly we can move. We need one year of environmental baseline data encompassing a certain uh four seasons and that begins on the 1 of April. Uh so that cannot complete before the end of March next year but we'll pull the PFS uh together around that completion as quickly as we can. So, I think, you know, the big the big uh the big target, the the large hurdle is first part of next year, but we're going to be super busy this year getting that ready. >> Fantastic. Excellent. You know, it's an open door policy on the independent investor channel. I I love having you on. I wish I could talk to you every week. Unfortunately, we don't uh we don't have that kind of time to carve out, but it's very very important for share owners and I can't stress enough how important this is. Ian, I told you back behind stage I accused you of really loving your job, but I I think what I really enjoy about you guys is your transparency and what you guys are doing with the Roko. Um it's not just a company that I invest in. I invest in people, too. And I know you guys see it the same way. Uh any last words, Ian, going forward? Oh, no. I I I do love my job. I really do, Ryan. But I love it all the more when we're financed. >> Uh so, thank you to all of those did participate in the financing >> because we're thrilled we're reassembling the team and I'm with a number of them now and uh yes, we're we're getting after it. So really looking forward to 2026 and uh hopefully we'll have quite a bit more to talk about as as the uh quarters unfold ahead of us. >> We'll be standing by on the channel on behalf of share owners. We want to thank Ian Graham, president doesource corp. I want to invite everybody to the website.com. There's the uh first part of 2026 investor presentation. you can come up to speed on any of the details that AOK has to showcase. It is fantastic. They do a wonderful job. Uh and then there's also a direct nexus there to reach out to Arokco directly. Uh if we didn't cover something on this or if we've perked your curiosity, please use those resources. Don't keep your questions unanswered. That is what we're aim to do on this channel is kick over rocks. And in this particular case, man, it's u it's an honor to be part of this process with the Roco Resource Corp. Uh I look at us as all being part of the same initiative. Uh and I couldn't be prouder to be standing by to report out on the progress of this company. Ian, thank you so much for your time and we'll catch you on the next one. >> Cheers, Ryan. Thank you. >> Cheers. Heat.