In this interview, Joe Mazumdar provides his commentary on the current state of the mining sector and where resource investors can find the best investment opportunities. He specifically discusses how the recent wave of mergers between the major miners is affecting the industry and where investors need to find opportunities. Joe also shares why he is bullish on gold, copper, and lithium and offers his perspective on the United States and the Yukon as mining jurisdictions. He reveals his biggest investment winner and loser over the past year and much more in this interview.
Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.
0:05 Introduction
2:14 Are we in a resource bull market?
4:29 Other than copper, what is your favorite EV metal and why?
11:12 Significance of recent mega-mergers and key takeaways
14:33 Commentary regarding mid-tier growth-oriented producers
16:25 What do you look for now in a late-stage development play in light of the coming divestiture of properties as a result of the mega-mergers?
19:45 What was your biggest winner and loser in the past year?
23:55 What are your thoughts on artificial intelligence in mineral exploration?
27:49 Commentary on the USA as a mining jurisdiction
29:58 Commentary on the Yukon as a mining jurisdiction
32:53 Stewarding influence as a newsletter writer
34:57 In what ways might the retail mining investor have an investing advantage over the professionals?
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