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Three seasoned junior gold explorer CEOs share their tips and thoughts on what to look for when choosing your gold investments. The current economic environment is making life difficult for investors and we all have less money available for investing so we better get it right. Some companies have set themselves up for success and others have not. Can you tell the difference? This conversation may allow you spot the companies most likely to succeed.
0:00 – Panel Overview
0:52 – Adapting their Strategy to the Current Market Situation
3:13 – How the Current Market Situation affects Exploration Companies
5:40 – Figuring out the Riskier Investments
7:19 – Accustoming Investors to the New Reality brought by Inflation
8:34 – Forecast on the Gold Exploration Industry
10:52 – Perspective on the “Economic Shakeout”
11:58 – Defining “Tier 1 Jurisdiction”
13:31 – Government’s Interaction with the Mining Companies
14:49 – Is the USA a “Tier 1 Jurisdiction?”
18:09 – Realities in Operating in Scandinavia
22:14 – Perspective on ESG and its Effect on the Mining Companies
25:08 – Top Focus as a CEO
28:53 – Winning in the Current Situation in Mining Space
35:03 – Reason for Investing in their Companies
37:54 – Outro
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2 Comments
Interesting talk thanks. I invest mainly i tier 1 jurisdictions but, from an investing return POV, the concept has been almost meaningless for jnr coys despite all the talk. Many/(most?) coys in the US and Canada have seen huge collapses, while conversely many coys in 'poor jursdictions' have performed relatively OK. Reality is that tier 1 talk has largely been a marketing tool. Perhaps management in the 'bad jurisdictions' work harder and focus on resources, not themselves?
Thanks for the interview. I have to agree with what the Aussie Sheila had to say about people not knowing where minerals come from. People want new cars, electronics and all the consumable product but they don't realize that a lot of the materials come from mining. Everyone want their new shiny Tesla and cell phone but they have no idea about the amount of mining that goes into producing them. Even farming relies on mining. Potash comes from mining and the farming equipment all come from mining. The US is very hypocritical about mining, they want electric cars but they don't want to mine the materials in the US. It's the classic NIMBY syndrome. Without mining and the hydro carbon industry we would all be living back in the caveman days. Even this so called green revolution wouldn't be able to happen without mining. At the moment I wouldn't go near an explorer company, but there are some good buys coming with mining companies that have proven reserves in the ground; proven reserves are money in the bank. When the market goes bull again and it always does, it's just a matter of time, then a lot of mining companies especially in the green minerals industry with proven reserves will go up in price quickly. The next bull market is going to be very exciting times in the mining industry.