The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Feldmann: Mining firms avoid new tech due to decade-long capex cycles
“Building a mine is incredibly capex intensive and you're basically making a bet on technology early and then utilizing that equipment or software system for a decade plus. And so these companies are risk averse. I don't want to bet, bet the farm on a new, new …”
Ted Feldmann Apr 26, 2025 ▶ 8:07 What It Takes to Build a Mine | Ted Feldmann on TBPN
Insight
Feldmann: Drill holes deviate 1-2 degrees per hundred meters, risking target misses
“It might deviate a degree or two every hundred meters. And if you're trying to hit a 50 foot wide target, 500 feet underground It's, you might miss. And so making sure you know exactly where the tip of the drill is at all times is paramount.”
Ted Feldmann Apr 26, 2025 ▶ 20:30 What It Takes to Build a Mine | Ted Feldmann on TBPN
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