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Uncertain times? The past 2yrs have been hard to read for retail investors as normal rules don’t seem to apply. Retail investors have stepped back and hoarding cash. They are nervous. However, mining companies are finding it easy to raise money. So, why are institutions investing in mining companies when retail is nervous? Are there lessons to be learned?
Today’s panel talks about Fundamental investing and investing in fundamentals. Economic outlook – affecting miners (who will be the winners and losers). Fundamental analysis v technical analysis. The panelists also give practical tips on what to look for and why contrarian investing works.
0:00 – Panel Introduction
1:46 – Reason for Retail Investors’ FUD in the Mining Space
3:27 – Effects of Inflation on Mining Investing
5:20 – Why should Retail Investors invest like Institutional Investors?
8:18 – Defining what a “Good Management Team” looks like
10:59 – Removing Emotions in Investing
13:00 – Fundamental Analysis vs Technical Analysis in Investing
15:59 – Approaches in Investing
18:12 – Working around Inflation on a Company Level
22:37 – Effects of Inflation on Future Company Decisions & Operations
26:37 – Advice for Fundamental Investing
31:45 – Message for Investors about the Current Market Situation
35:11 – Is the Momentum in Investing & Funding good for the Mining Industry?
38:04 – Outro
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3 Comments
I hope and pray 👆👆this all goes through for everyone.god know how bad it's needed for the American people suffering this long time thanks alots for the payment I receive
Gold needs to be used in industry more
Thanks for an interesting interview. This theory that the gold bug have been saying, for the last 10 years, is that we are going to get inflation and that the US dollar is going to go down and gold is going to go to the moon in price, it just hasn't worked out that way. The gold price today, is at the same price that it was back in July 2020, $1,890 US per oz. Inflation back in July 2020 was just over 1%. Inflation is now at 8.5% and the gold price hasn't gone up. The DXY back in July 2020 was around 95 it is now around 103. Yes gold is a good, proven long term investment but it hasn't played out how all the gold bugs expected it to, not even close. With this massive inflation we have had in the last year one would think gold would be at least $2,500+. If you look at the biggest gold mining companies on the ASX, their share price is the same that it was back in Jul-Aug 2019. The only people who are beating the drum that the gold price is going higher, due to inflation, is the gold mining producers. The so called green revolution minerals have left gold for dead.