Gold – Guidelines to Investing Fundamentals in Gold Equities

Markets were slow in 2021 for precious metals – but how was it on the ground? We talk about to three seasoned Australian executives (operators & mine builders) about: Competition for resources – people, equipment, services, restrictions. Cost of money in today’s market being influenced by ESG or zero-carbon initiatives. Can get you into production? How does that advantage you (apart from money) – eg: cost of capital or M&A (is it easier and do people trust you more). Or just a case of get your head down and deliver. Supply chain issues – anything learnt? Just in Time v Back up Inventory? Price curve on supplies – will it fall back down? Consumers saw companies take advantage us with hand sanitisers and food, but what’s it like for the companies on the ground? Pressure from shareholders to perform – head down and tight lipped, despite all the advice you were getting? How does it affect the behaviour of potential farm-in partners. What does 2022 look like for you and how do you play that compared to 2021?

00:00 – Company Overview
02:17 – Take on Price of Gold, Short Attention Span, Extreme Fluctuations?
09:31 – Taking Criticism, Damage Control, Shorting Issues, Impact of Social-Media
17:14 – Challenges in Western Australia, Inflation, Project Generator, JIT vs Backup Inventory
26:32 – Farming Opportunities, Fund Structures, ESG Narrative, Creating Impact with Carbon-Footprint
35:20 – Investor’s Interest: Money Vs ESG, Key Learnings
42:47 – Frustration, Changes, Happenings & Game-Changers
45:12 – Future: Investors Should Look Forward in 2022
47:12 – Outro

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