Guardian Metal Resources: 2026 Preview

Investor webinar replay

Meeting Overview The meeting featured a discussion between Oliver Friesen, CEO, and JT Starzycki, Chairman of Guardian Metal Resources, focusing on the company's strategic plans for 2026 amidst changing market conditions for tungsten. The executives addressed the impact of China's export restrictions on tungsten pricing and the company's potential listing on U.S. exchanges. Key Discussion Points - Overview of the current tungsten market and pricing dynamics due to China's export restrictions. - The strategic importance of Guardian Metal's positioning in the tungsten supply chain. - Plans for a potential NASDAQ or NYSE listing to access U.S. capital markets. - Discussion on the U.S. Defense Logistics Agency's (DLA) upcoming stockpile buying and Guardian's readiness to participate. - The company's commercial strategy and engagement with government entities regarding stockpile procurement. Decisions Made - The decision to pursue a U.S. listing is confirmed as an active work stream for ...

Watch the replay

Replay transcript excerpt

[Speaker identities could not be resolved; generic labels used] [00:03] Speaker 1: I will say good morning, good afternoon or good evening, depending on where in the world you're logging in today. This is quite an international audience. So thanks, everybody, very much for joining us. I've got me today, Oliver Friesen, CEO of Guardian Metal Resources, and JT Starzycki, the company's chairman, for a review of what's to come this year for the company and its investors. JT Oliver, how are you today? [00:20] Speaker 3: Doing great. Yeah, doing well. How are you, Romeo? [00:23] Speaker 1: Good, good, thank you. Adjusting to January. [00:26] Speaker 1: It's cold and it came in hot this year. So here's how today is going to work just for the folks in the room. So I've got a couple of questions, just thought starters for the executives here today to discuss the upcoming year. But this is an interactive event, so please do feel free to ask questions at any point using that chat button in the bottom right of your screen. Now, we are aiming for a bit of a shorter event today. So if I don't get your question for whatever reason, [00:48] Speaker 1: feel free that you put it in or be glad that you put it in because I'll still make sure that the team at Guardian Metal still gets those questions afterwards and they'll be able to get back to you over email or phone depending on what you entered on registration. [00:58] Speaker 1: The only other piece of housekeeping before we get into the good stuff. This is being recorded and will be available for replay in the mid-afternoon Eastern time. [01:06] Speaker 1: So [01:07] Speaker 1: the mid evening, I guess, for GMT. Let me get right into the good stuff. Oliver, I'm going to start with you. I want to get into the big picture. I know sin...