Cycles come and go, but when a supercycle arrives, it arrives quickly. So you need know when and where to put your money. Two CEOs discuss the economy, the markets, past and present, and how to view investment opportunities. For investors new to investing in mining, you’ll pick up quite a few insights and actionable advice.
We were joined by Jose Vizquerra, President and CEO of O3 Mining (OIII) and Ivan Fairhill, CEO of Mawson Gold (MAW)
0:00 – Mawson Gold Overview
0:49 – O3 Mining Overview
1:21 – What is important for mining junior to focus on in the economic climate?
3:28 – Why liquidity and trading matters for juniors
5:15 – Advice to Investors in Viewing Companies like Mawson & O3 Mining
9:26 – Advice to Retail Investors in Investing
16:16 – Reason for the Investors’ Lack of Interest in O3 Mining
19:46 – Perspectives about the Current Sentiments of Investors
26:07 – Addressing the Concerns about Current Market Cycle and Sentiments
30:07 – Company Pitches to the Investors
33:58 – Outro
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4 Comments
My thematic play is $AMR. Others might have thematic also, but this is the main one for me.
Money is going into uranium
I never have seen Jose so down. Maybe we are approaching a bottom when the CEO's of gold companies see no or little future and talk doom and gloom. All of this nonsense about investment funds wanting to be able to move in and out easily and I guess making a fortune in the process. Look at energy how many funds do still exist that invest in oil/gas companies? Energy companies are making historic profits and the market is yawning it off. But not only that most energy companies are buying back 10% of their shares per annum and are returning 60 – 80% of free cashflow to shareholders and the market is still yawning it off. One thing I heard about investing is "Be brave when everybody is scared and be scared when everybody is brave", maybe it is true?
30x upside potential