It’s been a whirlwind in Toronto these past few days. I wrapped up my presentation at the Metals Investor Forum last Friday and recently discussed the malaise in the nickel market at the PDAC 2024 Investment Leaders Forum on Sunday. My review of copper exploration and development projects in Chile is slated for Monday at the Chile at PDAC 2024 event.
The usual suspects (bitcoin, US equity markets) generated new 52-week highs last week, and resource equities outperformed their underlying commodities.
The Exploration Insights Portfolio had a positive week per the market sentiment. Once the dust settles from the conferences, I plan to catch up with a lot of newsflow in Stock Talk over the following weeks.
In the Travel Log, I provide takeaways from the latest conferences (BMO, MIF, and PDAC) for the mining sector.