Joe reveals his best high-margin gold producer, explains what the Trump election means for metals and miners, discusses Barrick’s production target miss and junior mining market inefficiencies, and shares insights on Wyoming and Mexico as mining jurisdictions.
Joe joins Paul Harris to talk about the impact of the US elections on precious metals and project permitting and regulations, as well as hedging strategies among gold miners.
In this discussion, Brent Cook hosts Caleb Stroup of Headwater Gold and Rob Bergman from Relevant Gold as they discuss high-grade gold in the Western United States. What do major mining companies look for in junior exploration projects? This and other questions about high-grade gold exploration are discussed by these experts in their field.
Interview about #silver, #gold, #copper with the editor of Exploration Insights Joe Mazumdar. Joe shared his views on the macro story related to the mentioned commodities and we covered 15 companies, 5 from each sectro.
Silver is showing torque with the metal having caught and surpassed gold’s gains this year, Joe Mazumdar, Editor of Exploration Insights told Kitco Mining’s Digging Deep.
Mining Journal and MiningNews.net have joined forces with resources investment giant Rick Rule and the expert team at Exploration Insights to shine a light on the geology of the foremost frontier jurisdiction for copper mineralisation today – the Macquarie Arc. We analyse the region’s potential to deliver mineral resources at a scale that would make it a material contributor to energy-transition copper needs. And we’ll run the ruler over the current hum of activity being generated by a handful of juniors and exploration technology frontrunners. Rick moderates this in-depth virtual panel and is joined by Exploration Insights’ Brent Cook; explorers Kincora Copper, Waratah Minerals, Inflection Resources; and subsurface imaging innovator Fleet Space Technologies to devour the detail behind what could soon become the most interesting exploration frontier in the world.
On this week's Stansberry Investor Hour, Dan and Corey welcome Brent Cook. Brent kicks off the show by discussing what's happening at Yellowstone and what he learned from attending Rick Rule's mining conference. Brent warns investors about mining and exploration companies picking up old, "dead" projects and redrilling holes, purely to bump up their share price and raise capital. He also discusses what investors should look for when trying to find a mining company worth buying. Finally, he names a copper mining company that he's interested in and a gold mining company he likes that's developing a very high-grade deposit in Australia. Brent then explains the difference between mining and extracting gold and copper and makes a bullish case for the red metal.
Geologist Aaron McMahon explains how A.I. can help identify potential mining stock 10-baggers in this MSE episode. He reveals his competitive advantage in finding potential outsized opportunities in early-stage exploration mining stocks. Aaron reviews the reasons for common modeling errors in mineral resource estimation. Furthermore, he also shares how retail investors can learn to invest like a fund.
Aaron McMahon is a geologist and an international mining investment professional who uses technology and science to increase the speed and quality of investment decisions. He consults high net worth investors, funds and institutions by providing high-quality mineral economic analysis for drill-stage gold and copper companies.
oe Mazumdar of Exploration Insights explains how machine learning can help identify potential “unicorn” gold deposits. He also shares why Victoria Gold failed and how this affects not only the Yukon, but also other Canadian provinces. Joe, furthermore, discusses the importance of identifying red flags early on and offers his firsthand take on the recent Rick Rule Symposium.
Together with Joe Mazumdar of Exploration Insights, Kai Hoffman dives deep into the world of exploration. They discuss some hot topics, including overreaching governments being a threat to exploration and mining companies. Is Canada still a Tier 1 jurisdiction? And dive deep into the micro world, mining stocks, and commodities.
Brent shares his thoughts on the resource sector, saying he remains most interested in companies making discoveries. From a jurisdiction standpoint, he's interested in Argentina, as well as Australia and Canada's Yukon. Cook mentioned that Joe has recently visited AbraSilver Resource (TSXV:ABRA,OTCQX:ABBRF), Aclara Resources (TSX:ARA,OTC Pink:ARAAF), Rupert Resources (TSX:RUP,OTCQX:RUPRF) and Aurion Resources (TSXV:AU,OTCQX:AIRRF). Also watch Joe's Rule Symposium interview: • Joe Mazumdar: Silver and Rare Earths ... Click here to access Rule Symposium recordings (affiliate link): https://bit.ly/3RulLII
Join Joe Mazumdar as he shares his experiences and insights with Andy from the 2024 Rule Symposium, discussing the energy and serious investor engagement. Dive deep into the recent heap leach disaster in the Yukon, its implications, and the potential risks associated with finely crushed material in mining operations. Explore the significant political changes in Argentina and their positive impact on the mining industry, along with discussions on global implications and industry stability. Learn about future predictions for interest rates, U.S. Federal Reserve policies, and their effects on the mining sector. Get an introduction to the groundbreaking application of machine learning in resource estimation aimed at improving decision-making in the industry. For more info about Joe, visit:
Joe Mazumdar explains how he's getting low-risk exposure to the gold sector as the metal's price continues to move. He also discusses two recent site visits, one to see Abra Silver in Argentina and the other to see Aclara Resources. ❓How important is jurisdiction to your due diligence process? Tell us in the comments! Click here to access Rule Symposium recordings: https://bit.ly/3RulLII
From Boca Raton and the Rule Symposium, Trevor sits down with Joe Mazumdar of Exploration Insights. Joe and Trevor discuss some of the unknowns facing the mining industry as the US approaches its presidential election. And with recent events in Yukon, what regulatory changes might be needed for the industry? We tackle a broad range of topics in this long discussion with Joe.
If the markets don't show appreciation for a quarter that should be quite favorable for the gold miners, cashflow could just go to dividends instead of growth and M&A, said Joe Mazumdar, editor of Exploration Insights. This week Mazumdar recorded an episode of Digging Deep with Kitco Correspondent Paul Harris at the Rule Symposium in Boca Raton, Florida. The two noted the upcoming second quarter. It is important that the miners show they are containing costs, said Mazumdar. Margins need to grow, and the miners need to build cashflow. With gold hitting several all-time highs this year, profitability should be good, but will the markets care? "If they're not getting any love, then [the money] is probably going into dividends," said Mazumdar. The two also discussed developments in artificial intelligence and its impact upon the resource sector.
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In this edition of The Assay magazine, find Joe's article discussing rising jurisdictional risk in mining.
In this episode, Joe talked to Antonio about a few silver projects he's visiting this year, as well as what he thinks of other silver stocks. They also talked about his upcoming trips to BC, Saudi Arabia, South America, and Africa.
Segment 1 and 2 – Joe Mazumdar, editor of Exploration Insights, discusses the resource market, metal prices, and M&A activities. Joe shares insights on high metals prices, merger activities, and investment opportunities in metals like silver, gold, and copper. The discussion also touches on financing news, the significance of advanced exploration and development assets, and how royalty companies fit within a portfolio.
Joe had a long interview (30 min) with Paul Harris of Kitco Mining covering the copper market and M&A, approval of the Osino takeover, Troilus feasibility study, Red Pine fiasco, and New Gold’s deal with OTPP.
Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights wraps up the show discussing recent M&A deal and the financing environment for metals stocks. I ask about the investment angle on small royalty companies, silver producers who may be turning profitable and opportunities in Argentina.
In today’s Ask the Expert episode, host Craig Hemke and special guest Joe Mazumdar delve into the economy, precious metals, and mining shares. They discuss the challenges faced by mining companies, such as rising energy costs, and margin compression.
This discussion delves into the current state and future outlook of the mining sector, particularly focusing on copper's shift from an EV/carbon-neutral technology narrative to a supply constraint story, influenced significantly by supply-side issues. The conversation transitions to the changing sentiment within the junior mining sector and explores trends observed at various conferences, highlighting a shift toward positive sentiment despite challenges in working capital and financing.
Mazumdar spoke to Paul Harris, host of Kitco Mining’s Digging Deep, on April 4. Cost inflation is hitting the gold space but with gold pushing higher, deep discounts on gold equities may present good buying opportunities, says Joe.
In this interview, Joe explains why you must invest in mining sociopaths if you want to win. He also reveals insights from when he managed Newmont’s billion-dollar junior mining portfolio, shares where he is seeing value in the mining sector, and offers one stock pick.
Brent talks with Rule Classroom Albert Lu about jurisdictional risk, valuations, several companies, stocks promotion, and more.
In Segments 3 and 4, Joe discusses differences between Australian and North American explorecos, the state of exploration in general, and where he is investing his money
Segments 1 and 2 – Joe kicks off the show with a recap of the main themes he noted at the recent Vancouver resource investment conferences, thoughts on copper and uranium, and details on a new portfolio comparison tool he is working on to help investors compare projects and companies.
Joe Mazumdar, editor & publisher of the Exploration Insights newsletter, joins Resource Talks for a conversation about the state of the gold market, copper’s potential for a dynamic 2024, and the risks of investing in royalty stocks. As gold is sitting around an all-time high, and copper is gaining velocity, Joe thinks those two metals will drive his portfolio in 2024. Mazumdar does have some exposure to #uranium and #uraniumstocks , rare earth metals, and a few other commodity that he calls "liquid metals" - which, by the way, have nothing to do with the physical properties of the metals - but not to the same degree as #gold and #copper .
Welcome to the Natural Resource Stocks YouTube channel! In this exciting interview, Andy Millette sits down with Joe Mazumdar from Exploration Insights to discuss the macro outlook of industrial metals, with a particular focus on copper and for precious metals a focus on gold in the upcoming year of 2024. As we delve into the world of mining investments, Joe and Andy also touch upon how gold is expected to thrive amidst a perceived lower interest rate outlook. This discussion will provide valuable insights into the potential opportunities and challenges that lie ahead for investors in the mining sector. Furthermore, Joe and Andy share their expertise on what they look for in mining companies. They discuss key factors like management qualifications, project quality, and financial stability. By exploring these aspects, they guide viewers in building a strong portfolio of mining stocks that align with their investment goals.
In this Triangle Investor CEO & Market Expert Interviews show, Joe discussed #uranium #gold #copper #silver #lithium and some other topics.
Joe shares some valuable insights on how to select exploration and development stocks!
In segments 3 and 4, Joe weighs in on the Calibre Mining merger with Marathon Gold, the health of precious metals stocks, overall valuations, and critical mineral stocks vs precious metal stocks.
In the first hour of this interview with Antonio Atanasov of Resource Talks, Joe tackles #gold #goldstocks #firstquantum and #blackrock
Joe Mazumdar of Exploration Insights provides expert junior mining sector analysis of the current risks and opportunities for resource investors. Joe 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.
In segments 1 and 2, Joe recaps the investment conference in Beaver Creek and then focuses on the investment angle for development companies and which exploration companies will make it out of the bear market.
The spike in oil prices does not bode well for gold miners, according to Joe Mazumdar, who noted that prices are up due to policy actions by Russia and China, and production cuts by OPEC+. "[It's] making it harder for [gold miners] to show decent cash flow for probably the second half of this year,". The junior gold miners have generally fallen out of favor, noted Brent Cook. "News releases are having minimal positive effects, if at all," "It's negative more often than not because people in the sector...they're just looking for an out. It's such an illiquid market right now," he said, noting that investors can sell against the good news to exit their position.
In today’s Ask the Expert episode, host Craig Hemke and special guest Joe Mazumdar delve into the economy, precious metals, and mining shares. They discuss the challenges faced by mining companies, such as rising energy costs, margin compression, and potential amendments to the 1872 Mining Act.
There is a lot going on in the world of mining. What are some of the key trends? Guest Joe Mazumdar provides the most comprehensive overview of the latest developments in the mining sector that you can currently find on the internet. This is required viewing for all mining investors.
Much more was covered in this interview than could be fit in the title. Aside from resource sector finance trends, Joe talks about this year's wildfire season, direct #lithium extraction, and deep-sea #mining.
Editor of Exploration Insights Joe Mazumdar thinks that investors might be better served seeking alpha in the junior mining space by taking the time to carefully research companies and looking for quality above all. Joe gives his thoughts on the mining space overall, as well as honing in on copper, uranium, gold, and silver.
Investing in battery metals remains a challenge, but copper will do well in virtually every scenario, say Rick Rule and Joe Mazumdar.
Joe Mazumdar of Exploration Insights joins the podcast for a general discussion on the exploration sector, specifically in copper. The price of Dr. Copper continues to be pushed lower. Joe talks about the weakness in demand, especially after a China reopening.
With the first half of 2023 behind us, the major surprises are the strength of the US markets and the US economy. On Segments 2 and 3 of this Weekend’s Show, Joe looks at development-stage companies and the potential for M&As to pick up.
In this presentation, I focus on the hurdles faced by the critical minerals industry and the rough path to carbon neutrality.
While some types of lithium mining can be relatively easy, processing the ore can be a challenge, said Joe Mazumdar, editor and analyst of Exploration Insights. Mazumdar spoke to Kitco in mid-May. Mazumdar surveyed the different types of lithium projects: brines, clays and hardrock. He noted that clay projects can be challenging. "Clay has been held back a while not because of the mining, but because of the metallurgy," said Mazumdar, noting that it may be easy to find clay deposits, but lithium is bound to the rock in "...a way that makes it harder to actually extract so it's going to drive up costs." Mazumdar noted that lithium prices dropped substantially in 2023, but the selloff has not been surprising. Battery-grade lithium carbonate prices tumbled 72% after China curbed EV subsidies in January, noted Reuters. "Everybody I talked to when I was looking at lithium last year was expecting a drop in the lithium carbonate-equivalent prices and that happened—probably a little bit more severe than some people thought," said Mazumdar, adding that lithium still looks good since the energy transition is still in early innings. Mazumdar noted that large lithium projects in the United States, such as Lithium Americas, has a funding advantage over precious metals due to government support and automakers investing in the sector to secure supply. Earlier this year, Ford made a $650 million investment in Lithium Americas, which is advancing its Thacker Pass project in Nevada.
0:20 - Does lithium still have upside for investors.
1:22 - Types of lithium projects: brines, clays and hardrock.
2:50 - Nevada's importance to lithium in the U.S.
7:28 - Hardrock lithium survey.
10:30 - Why logistics matters more for lithium projects.
13:30 - Financing advantages for critical metal companies.
Guest Joe Mazumdar provides the most comprehensive overview of the latest developments in the mining sector that you can currently find on the internet. This is required viewing for all mining investors.
Joe provides expert junior mining sector analysis of the current risks and opportunities, commentary on the newly approved Mexican mining reforms as well as Chile’s lithium mining policy, and his thoughts on Glencore’s bid for Teck Resources. He also discusses whether the financing window is open for juniors now and describes a common mistake he sees resource investors making.
Joe Mazumdar of Exploration Insights shares his thoughts on the copper market, focusing on how permitting is a major issue when it comes to bringing enough supply online. This interview was filmed on March 6, 2023. Link to article mentioned by Joe: https://bit.ly/3yrKDak Link to Joe's INN interview on financings: https://bit.ly/421AYF6
Macro trends dictate where we are putting our money these days. In this interview, Brent discusses his top stock picks, jurisdictions & price developments.
Joe sat down with Antonio for a conversation on what his best commodities investment ideas are for 2023. They talked copper, uranium, lithium, nickel, and other commodities that Joe is invested in, the mistakes he made last year, and the risk of investing in the commodity market. He focuses on royalty companies when he wants to lower his risk of exposure to one particular commodity, but royalty generators are not without risk either.
Update on the copper market.
Economic geologist Brent Cook joins the show to explain why he thinks gold and silver mining stocks, particularly in the exploration sector, are undervalued at the moment.
Joining us on the Daily Dive this afternoon is Joe Mazumdar, Editor, Analyst and Publisher of Exploration Insights. Joe sits with us today to talk about his—well—exploration insights for 2023, particularly on copper and gold. He also shares his thoughts on how he sees M&A activity going this year.
Joe Mazumdar of Exploration Insights explains why the supply-driven commodity supercycle is easier to perceive than a demand-driven supercycle. He reveals the commodity he is most-bullish on for 2023 and offers thoughts on where gold and silver might trade in 2023. Joe also shares where he is seeing value in the mining sector and offers one stock pick.
In this last issue of the year, we discuss projects' successes and failures, M&As, junior financing trends, and much more.
Joe Mazumdar, Editor and Analyst at Exploration Insights, joins us in Frankfurt to give a keynote presentation on how copper is a long-term play with looming markets deficits.
In this podcast, Joe discusses the challenges and opportunities junior mining faces in the Post-COVID era. Companies are leaning toward local management to increase productivity and lessen the impacts of supply-chain disruptions. For Joe, the US dollar has an outsized influence on the gold price and other commodities, overshadowing their fundamentals. For that reason, the market sentiment towards gold is negative for US investors but steady for those whose currencies are losing value.
Link to Brent’s October 12 New Orleans Investment Conference keynote presentation, which covered CO2, faulty 43-101s, oz/market cap, and mining picks. The conference is best Hard Asset show Brent knows of and worth attending: https://hp214.isrefer.com/go/2022va/a33/
Joe Mazumdar, mining analyst at https://explorationinsights.com, and Antonio sat down for a conversation on what he looks for when picking mining stocks to invest in, the red flags with junior companies, and Joe’s current view on the natural resource market. Toward the end of the conversation, Antonio got a chance to ask Joe what metals he likes to invest in. He told me that his focus is mainly on the industry’s precious metals side, but he is also currently invested in lithium, copper, and even uranium.
Special Coverage from the New Orleans Investment Conference - Guest Brent Cook discusses how a squeeze in metals is inevitable, having the right data but drawing the wrong conclusions and investing in mining stocks. Brent also shares his Top Stock Picks.
We are very happy to welcome Brent Cook back to the show! It’s been a while since we last had Brent on but after running into him at the recent Beaver Creek conference I locked him in for an interview!
We focus on the overall health of the resource space. This includes a historical reference for the current market environment, key fundamentals he is looking for in stocks, jurisdictional breakdowns, metals he is more optimistic on and a few more topics!
On this episode of #SFLive, Kai Hoffman speaks with Joe about the true state of the junior mining industry - no sugar coating. They discuss some of his stock ideas, the light at the end of the tunnel, and more. #gold #silver
In this conversation, Brent and Antonio talked about what makes a good and a bad junior mining stock, jurisdictions that have previously been a "no go" zone for mining companies, uranium, and junior mining stocks: Arizona Sonoran Copper - Orogen Royalties - i80 Gold - Energy Fuels.
Paul Harris and I discuss the latest industry news and M&A transactions with Michael McCrae. Podcast here and YouTube vid here.
In this presentation, Brent covers important aspects of exploration and investing in ASX versus TSX.
Joe talks to Bill Powers about the Gold Fields-Yamana merger as well as Hecla’s purchase of Alexco. He also discusses signs to look for when discerning a bottom in the mining sector. He also offers his commentary on Royal Gold’s purchase of Great Bear Royalties, Rio2 Limited’s permit denial in Chile and Equinox Gold. Finally, Joe mentions risks for mining investors in H2 2022 and ends by sharing a top new stock pick
It's ugly everywhere for the miners, "and I'm looking for a recapitulation later this year," says Brent Cook, Founder and Senior Advisor of Exploration Insights. He tells our Daniela Cambone that, "whatever happens to the majors mining market happens to the minors mining market as well." Cook discusses the successful tactics he uses when identifying promising exploration projects, suggesting that miners today, "are not doing enough to find deposits organically, and it's not all about geology." Cook concludes by telling investors to, "wait for the perfect pitch, and hope is not a very good investment philosophy," underscoring the importance of timing when investing in the miners.
Raising money is a key challenge for juniors in today's markets, and even when companies are able to secure funds, not all financings are equal. In this interview, Joe shares his thoughts on how investors can differentiate between good and bad financings. He also spoke about the copper sector, including deposit characteristics and basic information on grades.
The metals are about to 'recapitulate' said Brent Cook, founder of Exploration Insights. Cook gives his outlook for the metals, as well as his mining stock picks, with David Lin, Anchor, and Producer for Kitco News at the PDAC conference in Toronto.
Investors often focus on the commodities of the moment, but which have potential over the next decade? Joe Mazumdar, the editor of Exploration Insights, said copper is his pick. Aside from copper, the expert also spoke about financing, which he sees as the "big squeeze" facing the resource sector right now, especially as companies deal with higher costs. "You really need access to capital, and you really need to know that they can actually raise that money, no matter if the times are good or bad," he said. "Counting on the retail sector to help you finance it probably is not a good strategy right now." #VRIC2022 #Investing #Copper
Margin compression has been ratcheting up over several quarters, said Exploration Insights author Joe Mazumdar. On Tuesday Mazumdar and analyst Brent Cook sat with Kitco. "Almost every cost center had gone up whether it's consumables, labor or energy. It's flat across the board. We're talking anywhere from 30% to 50%. And when you look at capital costs, we're seeing the [mines] that are getting into the news the most are the marginal-grade, large, milling, open pit operations," said Mazumdar, citing Cote and Magino projects. In December Argonaut Gold announced a 56% jump in capital costs for its wholly-owned Magino project in Ontario, Canada. In May IAMGOLD said its Cote development project was challenged and withdrew cost guidance. "Some of its scoping, but a lot is cost inflation. They're getting squeezed, but a lot of those precious metal companies are...balance-sheet-wise, in a much better spot than they were at the tail end of the last cycle."
Metals and mining stocks are a hot topic right now. Global commodity prices continue to surge as the Russia-Ukraine conflict rages on. The U.S. is looking to ramp up domestic production of the minerals needed to produce electric-vehicle batteries. Even the “meme stock” crowd is jumping on board, recently pushing a previously unnoticed small metals miner up nearly 800%. According to Dan, “There’s something broken about the market.” So this week on Stansberry Investor Hour, he invites seasoned geologist Brent Cook to break down the real opportunities in this highly complex industry. Begins ~13:00. Start off w/ Hycroft then into positive and negative signs and investment philosophy.
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He analyzes AMC Movie Theater and Eric Sprott’s financing of Hycroft Mining and its subsequent 10-fold move in the past two weeks. Joe shares the significance of Barrick working with the Pakistan government to advance the massive Reko Diq copper-gold project. He comments on Rio Tinto’s all-cash offer to acquire Turquoise Hill Resources. Joe addresses the Biden administration’s challenging of Trilogy Metals’ road permit and the frustrating trend of the current US government’s increasing unfriendliness to mining projects. He explains why the Gatos Silver disaster occurred and why narrow vein mining is so difficult. Furthermore, Joe offers insights on how the Russia-Ukraine-NATO conflict affects commodities investors.
Joe Mazumdar keynote presentation at Red Cloud Financial Services Pre-PDAC 2022 Mining Showcase.
I sat down with Michael McCrae of Kitco News to discuss the commodities at risk due to sanctions on Russia and the 2021 financials results of a major gold producer (Barrick) versus base metal/met coal producers (Teck). Hope it's helpful.
YouTube playlist with a compilation of presentations (Joe's and his invited companies) and interviews at the January 2022 Metals Investor Forum:
Generation Mining Limited - Kerry Knoll
Orogen Royalties Inc. - Paddy Nicol
Radius Gold Inc. - Bruce Smith
Trilogy Metals Inc. - Tony Giardini
Joe's presentation at the Virtual Metals Investor Forum on January 14-15, 2022: "Year of the Tiger | Trends in prices, costs, financings and exploration"
In segments 3 and 4, Joe talks with Cory Fleck about the investment landscape for production and development resource companies, gold and base metals stocks, and exploration companies
Precious metals took a roller coaster ride in the month of November, as the re-nomination of Jerome Powell to lead the Fed upended expectations. What does this mean moving forward? Host Craig Hemke sits down with Joe Mazumdar of Exploration Insights to break down all the gold and silver news you need as 2021 barrels to a close.
In this audio interview, Joe joins the Korelin Economics Report for a discussion focused on precious metals stocks to recap some of the recent M&A transactions and the trend of mining companies looking to grow scale. It’s all about building to a level that will attract the investors still focused in the sector.
Joe discusses the risks of investing in developers and mine constructors in this inflationary environment and provides commentary on Agnico Eagle’s acquisition of Kirkland Lake Gold as well as Calibre’s acquisition of Fiore Gold. He also shares two royalty company stocks that he likes.
Andrew Thake, Head of Content of Mines and Money, hosted a Mining Pitch Battle at Mines and Money Online Connect @ IMARC in October 2021. This pitch battle features 3 Mining Corporates: George Young, Chairman and Chief Executive Officer of Altair Resources; Brad Rourke, President and Chief Executive Officer of Scottie Resources; and Luke Alexander, Chief Executive Officer and President of Newcore Gold; and 5 Investor Judges: -George Petker, Founder of Versatech Capital for Mining; Michael Colligan, Partner of Blue Lakes Advisors; Joe Mazumdar, Economic Geologist & Analyst of Exploration Insights; Luc Ten Have, Private Investor of Karumba Research; and Miranda Werstiuk, Corporate Development Director of OCIM.
Joe and Paul discuss the rationale for the megamerger between Agnico Eagle Mines (AEM.T, AEM.NYSE) and Kirkland Lake Gold (KL.T, KL.NYSE) to create a Canadian 'champion' in the gold sector.
Paul and I sit down with Tom Brady, former colleague of mine at Newmont Corporation, who is now Executive Director at the CU Denver Center for Commodities and a contributor to Capitalight Research, which publishes the weekly Gold Monitor by Martin Murenbeeld. We discuss the #goldmarket and its strong relationship with #realinterestrates trends, currently heading positive. We also discuss the impacts of #cryptocurrencies, #centralbanks and other risks, like China's Evergrande Real Estate Group Limited potential default. Hope it is useful, Joe
In a small effort to fund a US$3.5-trillion spending bill, the US House of Representatives’ Natural Resources Committee is proposing an 8% gross royalty on existing mines and 4% on new ones, plus a 7c per ton fee on rock moved at the mine.
"ESG & Mining" Joe Mazumdar of Exploration Insights at the September 2021 Virtual MIF **Be sure to subscribe to be notified when the latest videos are available.**
As part of MoneyShow's Money, Metals, & Mining Virtual Expo, @BrentCo77759016's moderated panel with @JoeMazumdar and Justin Tolman deals with key investment strategies in the #highrisk #juniorminingsector. The goal is #maximumprofits with #minimumlosses.
After hitting an all-time high last summer, this summer has been less fruitful for gold. The yellow metal has dropped fairly steeply in August, falling from above the US$1,800 per ounce mark to trade near the US$1,700 level for a brief period of time. Joe shared his thoughts on what's happening with the yellow metal and how its price movement is impacting gold stocks. He also discussed supply and demand drivers in the copper space.
Joe and Paul discuss the Cerro Blanco gold development project in Guatemala with Bluestone Resources' president & CEO Jack Lundin.
In Episode #2, Paul and I talk with Lukas and Jack Lundin about the Lundin Group's investment strategy. The patriarch of the Group noted that despite the rumblings in South America regarding potential M&A transactions, "even for a large asset without a stable tax regime - nobody's selling".
In this interview with Bill Power of Mining Stock Educatino, Joe shares his analysis of the recently-announced capex financings for Marathon Gold and Rio2, comments on the Fortuna and Roxgold merger, shares one stock pick, and offers his opinion on Guatemala, South Africa, and the ‘stan’ nations as mining jurisdictions.
Co-editor of Exploration Insights Joe Mazumdar says this commodities super-cycle is bigger than the last. While China remains the dominant player, green energy initiatives are driving demand higher in countries across the globe.
Join Joe and Dunagun Kaiser at 2021 Rule Symposium (formerly the Sprott Natural Resource Symposium) Jul 15-17! Use this link to sign up and you'll be supporting Liberty and Finance along the way! -- http://is.gd/libertyresource
Joe joins Paul Harris of @CGS2021Gold discuss Latin America's changing country risk profile for mining and exploration.
Brent's interview with Canadian Kyle touches on his views on wealth and money, prospect generators, newsletters, hot areas and portfolio allocation, cycles and when to sell, and share structure's importance.
For today's episode of the Daily Dive, we're rejoined by Joe Mazumdar of Exploration Insights. Within, we start off the discussion on the topic of energy consumption by crypto. The discussion then transitions to the topic of gold, and whether it has turned a corner, as well as the topic of cash flow generation by major producers and where that money can be expected to be spent.
How to understand what gold mining companies report with Brent Cook
Brent Cook, founder of Exploration Insights discusses why geology does matter and you may be surprised at his answer.
Economic ore deposits are unique how do you find the ones that will be the best to invest in?
A great overview of what it means to pick the right stocks as well as what some of the mining terms mean https://twitter.com/
https://explorationinsights.
In this edition of Ask The Expert, Joe answers seven of your listener-submitted questions, including:
For the answers to these questions and more, listen here.
Panel discussion with @BrentCo77759016 @TimOliverPE @RonaldS_AuCu at the recent @MoneyShow where we discuss investing in the mining sector. I hope it is useful.
As the global economy gets back on its feet, metals are looking at a bull run thanks to restarting infrastructure and mining investments. Brent Cook, the legendary geologist and independent analyst, lays out a winning strategy for post-pandemic recovery.
Another interview with one of my favourite interviewers where I share what I believe was the best M&A transaction of the past month, one stock pick, and my outlook on gold, copper, uranium, and platinum
Starting off the trading week, The Daily Dive sees host Cassandra Leah sit down with Joe Mazumdar, Editor of ExplorationInsights.com, and a former senior mining analyst and geologist. Joe joins us this afternoon to provide his insights on the current macro environment, including the topic of yield curve control, his rules for investing in junior mining, and gaining exposure to copper.
Copper futures topped $4 a pound on Friday for the first time since 2011, with expectations for a global economic recovery and a rise in renewable energy sources lifting the industrial metal’s demand outlook. Copper demand and prices “should continue to benefit from a recovering global economy and [a] transition to “green” energy sources,” said Brent Cook, an economic geologist and senior adviser for the newsletter Exploration Insights. Click on the link to read the rest of the article.
Seasoned geologists join Kitco News to share incredible stories from site visits. Brent Cook, founder of Exploration Insights, Joe Mazumdar, editor of Exploration Insights, Nicole Adshead-Bell, director of Cupel Advisory, and Ralph Rushton, CEO of Aftermath Silver, give first-hand accounts of life as a geologist in the field, and give their input on the best exploration jurisdictions in the world.
The Assay magazine is a 121 Group initiative that provides a print and online platform for leading fund managers and analysts to share their investment outlooks and market insights on mining. In this edition, which explores the impact of global events and current trends on Africa’s mining industry, Joe provides his insights on the future of financings (page 20). On page 60, Joe also leads an exploration panel discussion with the CEOs of Awale Resources, Montage Gold, Osino Resources, and Altus Strategies.
If an exploration company is not linking their news releases to detailed drilling data, they probably have something to hide, said Brent Cook, founder of Exploration Insights. "A legitimate company will put out a couple of paragraphs to tell you this is basically what's going on, anyone without technical ability can understand it, and then they need to include the details, backup data," Cook said.
Joe and Brent sat down with Craig Hemke from the TF Metals Report, an online community for precious metal investors, to talk about the approaching "bucking bull". In the coming volatile environment, quality information will be critical to successfully navigate and profit from the mining sector.
Eric Coffin, Gwen Preston and Brent Cook, newsletter writers in the junior gold mining sector, talk about their views on the gold and commodities outlook for the year.
Loren speaks with Joe about the future of TMAC's Hope Bay mine. Things looked bleak after the news last month that federal regulators would block China's Shandong Gold from buying the Nunavut mining project. But a new deal with a northern mining giant could turn things around.
Although the precious metal sector is attracting new investor attention, the mining sector continues to underperform. The mining sector's value is well below what it was during the last bull market in gold and silver. However, some market analysts think that this will change and investors won't be able to ignore the value being generated in 2021. With that in mind, Kitco News decided to reach out to some mining experts and ask them how they would invest $10,000 in the mining sector and what themes they see playing out in 2021. In this interview, Joe provides his picks and ideas.
In this interview, Joe provides expert resource sector commentary. He offers insights regarding several specific mining stocks as well as shares about an exploration play he recently purchased.
Brent Cook answers listener questions on the mining sector and offers his opinion on a few specific mining companies.
In this interview, Mike Fagan, editor of Hard Asset Digest, and Joe discuss the impacts of the pandemic on the junior mining sector, precious metals companies that are currently a good deal for investors, China and the copper market, and clean energy metals.
In this intereview with David Lin from Kitco news, Brent explains how expanded margins have created an optimal environment to invest in miners, but investors should still watch for jurisdictional risks, including the inability for miners to access their sites due to the ongoing pandemic. “If the company can’t get to site, that drops them down in terms of our interest,” he said. Brent’s top picks for mining companies include Bluestone Resources (TSXV: BSR.V), Westhaven Gold Corp. (TSXV: WHN.V), and Clean Air Metals (TSXV: AIR.V).
This weekend’s show is for everyone who is investing or looking to invest in junior resource stocks. Cory Fleck spends Segments 1 and 2 with Joe, starting with broad gold and silver comments then moving to where he sees value in gold vs silver stocks. Joe also shares a few companies he is waiting on news out of and the renewed interest in battery metals.
In tough markets, being able to raise money is seen as a sign of success for mining companies — but what happens when cash is readily accessible? Speaking to the Investing News Network, Joe Mazumdar, editor of Exploration Insights, said having funds available is no longer a reliable indicator that a resource stock is doing well.
SF Online - Virtual Resource Conference Series Keynote presentation: Joe is a returning keynote speaker to SF Online. He runs us through his second part of his presentation on investing into junior mining and exploration companies. He mentions key factors to look out for when doing due diligence.
The junior exploration sector has seen a flood of investment capital in the last few months as gold prices have pushed to record highs; according to one analyst, the industry remains undervalued and there is further investment potential. In an interview with Kitco News, on the sidelines of the virtual Beaver Creek Precious Metals Summit, Joe Mazumdar, editor of exploration insights, said that he recently looked at senior producers and compared how much they are spending on exploration and how much is going to cover general and administrative (G&A) expenses.
Find below the links to the presentations, Q&A session, and interviews that toook place during the Virtual Metals Investor Forum on October 8, 2020. Joe's presentations is at the bottom.
Company Name |
Link Presentation |
Link Q&A |
Backstage Interview |
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GBM Resources Limited |
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HighGold Mining Inc. |
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Regulus Resources Inc. |
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Orogen Royalties Inc. |
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Redstar Gold Corp. |
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Westhaven Gold Corp. |
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Exploration Insights |
In this interview, Joe provides expert resource sector commentary. Commodities discussed are copper, nickel, gold and iron ore. In his personal portfolio, Joe explains that he is focused on buying quality mining stocks rather than chasing the leverage that many lesser-quality miners provide.
Brent and Mickey Fulp ("Mercenary Geologist") discuss Northern Dynasty Mineral's Pebble project in northern Alaska.
While the TSX has rebounded sharply since markets hit bottom in March, the bigger winners so far have been the juniors. The TSX Venture Exchange has shot up more than 100 per cent. Joe Mazumdar, editor, analyst and publisher at Exploration Insights, explains what's driving the buying and outlines his top picks among junior miners and explorers.
Unprecedented policy responses of lockdowns, shipping delays, travel bans, and partial or complete shutdowns of many critical industrial processes have fractured the natural resource global supply chain. Countries and companies for the past several decades, seeking cheap labor, or influenced by environmental goals or policy jurisdictions, prided themselves on JIT Lean efficiencies via off-shoring smelting/refining/manufacturing and other industries. But in today’s “emergency” regulatory minefield, these same companies have found themselves locked out, or faced with inflexible barriers to business continuity and profitability. Some countries are much better positioned than others to survive and thrive going forward. Which countries and companies are emerging as tomorrow’s leaders, based on being well-positioned, or adapting rapidly from a global supply chain to domestic self-reliance, or via establishing strategic partnerships at all levels with mineral rich jurisdictions? Joe and Brent join Liberty and Finance for the first time to answer viewers’ questions and reveal their approach to analysis of the best-fit prospects to the turbulent times ahead.
Silver is rallying, which can be one of the most exciting financial market phenomena when it actually is occurring. And if silver’s been rallying, the mining stocks have been on fire. Especially the #silverminers. And to find out more about the rally, how to approach investing in the #silverstocks, and what to expect next, click to watch this interview with #BrentCook of #ExplorationInsights, where he explains it all!
Despite gold hitting $1,900 this week, silver ran the table in the precious metals markets said the panelists on Kitco Podcast. Mining reporters Michael McCrae, Neils Christensen and Paul Harris joined newsletter writer Brent Cook for a look back at the week that was in precious metals, juniors and mining.
The rally in the gold market, with prices now pushing to their highest level since 2011, has created a healthy environment for the mining, sector even as the world economy continues to grapple with the spreading COVID-19 pandemic. In an interview with Kitco News on the sidelines of the Mines and Money Online Connect virtual mining conference, Joe said that because of the higher gold price investor interest is growing across the sector with capital now flowing from major producers to mid-tier producers to junior explorers. Click on the link to watch the full interview.
Royalty and streaming companies have become an increasingly popular investment for those looking to gain exposure to the mining sector without the risks associated with directly taking a position in mining companies. On June 29th, Evrim invited two expert investors from different sides of the business; Frank Holmes, the head of U.S. Global Investors, and Joe. Frank shared why he invests in Gold Royalties rather than other models in the gold sector. Joe pointed out the key things he takes into account when evaluating new gold royalty companies to add to his portfolio. Paddy Nicol, President & CEO of Evrim discussed the merger of Evrim and Renaissance Gold and explained what it means to become an organic royalty generator, as well as the potential upside investors can look out for.
Presentation Highlights:
There is a big opportunity in the gold stock Liberty Gold, and in this interview, Georgia Tucker of Cambridge House International talks with company CEO Cal Everett and Joe about the prospects of the company and where it's headed in the future. First, she speaks with Joe to get an idea of how he sees the equities market playing out, what it means for gold, and some portfolio ideas and advice.With US Equities Market up to near all time highs how does this effect the Gold market?
In this Soar Financial Live session moderated by Kai Hoffmann, Joe Mazumdar, Christian Milau (CEO Equinox Gold Corp.), and Florian Siegfried (CEO SSI Asset Management AG), discuss the changing exploration and junior mining landscape, adapting to a new gold price environment and much more.
In this interview, Joe discusses the significance of the recent oversubscribed financings as well as the mergers and acquisitions occurring in the mining sector. Throughout the discussion, Joe shares how he is positioning his personal resource stock portfolio and mentions several companies in which he has invested.
In this Wall Street View, our host caught up with Brent Cook, Editor/Geologist of Exploration Insights to discuss Impact of Pandemic on Junior Mining, Gold Price and Money Flowing into Dumb Deals, and what Brent is looking at right now.
In Segment 3, Joe discusses general portfolio management for a precious metals investor when the whole sector is moving higher and looks at everything from exploration to development companies, sharing some thoughts on marginal assets.
Joe Mazumdar of Exploration Insights asks his 5 presenting companies questions from the audience: Energy Fuels Inc., HighGold Mining Inc., Liberty Gold Corp., Mundoro Capital Inc.. and Trilogy Metals Inc.
On Segment 3 of the Weekend Show, Joe shares the types of companies he is investing in currently and if he sees the M&A picking up anytime soon.
In this YouTube Playlist, we have compiled Joe's presentation, the panel discussion moderated by Brent, and Joe's interviews with the following companies at the MIF in Toronto on February 29-March1:
Viewers can call in using the toll-free number 1-855-326-6266 or Tweet @MarketCall or email Marketcall@bnnbloomberg.ca.
With mega-mergers in the mining space mostly done, the next group to watch is mid-tier miners, said Joe Mazumdar, editor at Exploration Insights. Kitco talked to Mazumdar at the Metal Investor Forum in Vancouver last week. He discussed the M&A moves miners have been making. In the last two years seniors conducted big M&A deals, such as Barrick-Randgold and Newmont-Goldcorp. Mazumdar said the seniors needed to get bigger to get noticed by generalist investors. "[Seniors] are trying to create a business that is self-funding, issuing stable dividends but is focusing on the gold sector." Mazumdar believes the mega-merger phase is done. Next up is the mid-tier miners, which are buying up assets hived off by the seniors, so they can get scale, too. "You've seen a lot of mid-tier operators buying assets, sometimes buying low-margin assets in low-risk political jurisdictions but add to their capital profile, increase their market cap and can potentially add more generalists [investors]. That seems to be the game right now: to get bigger and to get noticed." Listen to our conversation with Joe Mazumdar.
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He also discusses his thoughts on several different commodities and what investment vehicles speculators might utilize to play those commodities. Throughout the discussion, Joe shares how he is positioning his personal resource stock portfolio.
The year is off to a great start for precious metals, but will investor sentiment continue to be positive throughout 2020? At this year’s Vancouver Resource Investment Conference (VRIC), the Investing News Network caught up with Brent to talk about the junior mining space. “Every January in Vancouver is positive regardless of what’s really going on,” he said. “I think this time it’s legitimate — I think the markets have turned, the metals are coming back to some degree, interest in the sector is coming back.” He said that more financing of juniors will happen in 2020 beacuse “There’s a lot more money looking for — very selectively now — solid, legitimate, honest management teams with good ideas.” For investors that might be new to the resource space, Brent talked about what lesson he learned quickly when he started investing in junior miners and also shared his top stock picks for 2020.
This is a compilation of companies' presentations and interviews that Joe conducted with the CEOs of these companies at the Metals Investor Forum in Vancouver on January 2020. The list includes:
Blackstone Minerals (BSX.V) - presentation by Managing Director, Scott Williamson - link here - and my interview with him - link here
HighGold Mining (HIGH.V) - presentation by CEO, Darwin Green - link here - and my interview with him - link here
Irving Resources (IRV.CSE) - presentation by Director, Quinton Hennigh - link here - and my interview with him - link here
Mirasol Resources (MRZ.V) - presentation by CEO, Norm Pitcher - link here - and my interview with him - link here
Radius Gold (RDU.V) - presentation by VP Exploration, Bruce Smith - link here - and my interview with him - link here - *I especially recommend this one for those keen on grassroots exploration
Joe Mazumdar's Presentation at the January 2020 MIF in Vancouver: "Hickory Dickory Dock, Ticking Through the Investment Clock"
In this BNN Bloomberg's Commodities show, Joe describes recent deals made in the gold mining space, including divestitures from major producers.
While the reasons to expect higher gold and silver prices are growing by the day, imagine if you could make money in the sector whether prices go up or down. Which is what Brent Cook of Exploration Insights specializes in doing. And at the recent New Orleans Investment Conference, he was kind enough to sit down and share what he looks for when analyzing #miningstocks in the current environment.
In this Wall Street View, our host caught up with Brent Cook, Editor/Geologist of Exploration Insights, at the New Orleans Investment Conference 2019 to discuss how geological science relates to minerals exploration.
In Segment 2, Joe, who was recently in Finland for a resource conference, discusses the environment for resource companies in Finland and some of the more interesting stories with Cory Fleck.
With gold prices having climbed higher this year, investors have flocked to senior producers instead of the juniors, favoring steady cash-flow over speculation, and this trend may shape miners’ priorities going forward, this according to Joe Mazumdar, co-editor, Exploration Insights. “I think the majors have changed mindset thinking that it’s not about production profile, it’s about generating free cash-flow and maintaining dividends,” Mazumdar told Kitco News on the sidelines of the 121 Mining Investment Conference in New York.
Joe Mazumdar, discusses the currents state of the market, his top picks (Premier Gold, Trilogy Metals and Mirasol Resources), and addresses questions from the audience.
In this episode of "At the Bar" hosted by Kelly Earle (Skeena), Brent and Mickey are joined by Nikki Adshead-Bell of Cupel Advisory Corp. to talk about the current state of the market, and if things are about to change for the junior miners.
“The story is that we are going to run out of gold deposits. That’s not the case. What we are running out of is economic deposits, the discovery of economic deposits. There’s no shortage of marginal deposits or sub-economic deposits, and the question is, is the rising gold price going to fix all that or not?” Brent Cook told Kitco News on the sidelines of the Precious Metals Summit in Beaver Creek. Importantly, Cook noted his thesis is that 80% of deposits will be marginal at any price because they have fundamental flaws.
The new trend for the near term in the gold space will be exploration and discovery, according to Brent Cook at the Precious Metals Summit in Beaver Creek.
In this Wall Street View, our host caught up with Brent Cook, Editor/Geologist of Exploration Insights, at the Sprott Natural Resource Symposium 2019 in Vancouver, BC.
In this Wall Street View, our host caught up with Joe Mazumdar, Co-editor/Economic Geologist for Exploration Insights at the Sprott Natural Resource Symposium 2019 in Vancouver, BC.
Joe discusses the challenges of mining exploration companies getting funding through the TSX Venture Exchange, and how investors can better assess these stocks.
Joe and Brent participated in a panel discussion on junior mining exploration during the Vancouver Sprott Natural Resource Symposium back in July. The panel was moderated by Rick Rule and also featured Steve Todoruk, Mickey Fulp, and Lobo Tiggre. The discussion centered on the currently dangerously thin exploration budgets and how to reverse the trend to attract investors to the industry, plus a number of good investment opportunities.
In this interview, Joe provides his commentary on various topics:
Aditya Pattanaik (APattanaik@sprottglobal.com), Investment Executive at Sprott Global Resource Investments, had a conversation with Brent about best practices when investing at the bottom of the junior mining market.
The gold price is on the rise, but Brent wants investors to remember that they still need to do their due diligence on exploration stocks. He didn’t offer a prediction on how high the gold price may go (or when), but he did point out that confidence in the US dollar and the US as a whole is declining globally, which he sees pushing money into other currencies as well as gold. While he believes that it’s still early days in terms of money returning to the gold space, he did note that there’s been some action recently, including major and mid-tier miners who are also putting money into the space.
The next big thing to watch after the slew of mega mergers and acquisitions in the gold space earlier this year is divestment, according to Joe Mazumdar of Exploration Insights. Watch the rest of the interview with Priscilla Barrera at this year's Sprott natural Resource Symposium in Vancouver.
In this Wall Street View, our host caught up with Brent Cook, Co-Editor/Geologist of Exploration Insights to discuss rising gold prices, macro-outlook for resources, how politics affect gold prices, geopolitics and more!
Gold’s rally will revive the junior mining market, according to Brent Cook of Exploration Insights. “We’ve seen some major moves and there are some fundamental reasons behind that move in the gold price that I think are set to continue,” he said. Junior mining companies will be benefiting the most in the long term, he said, as mid-tier and major mining companies will look to juniors for more resources and “the potential for major discoveries.” Cook said he prefers the mining space over the physical metal, particularly favoring mid-tier and junior exploration companies.
John Proust, Chairman & CEO of Japan Gold and Joe Mazumdar of Exploration Insights discuss their 12 separate projects (ten of the projects are located on the island of Hokkaido, and two of the projects are located on the island of Kyushu) at the Metals Investor Forum on May 24-25, 2019 in Vancouver, BC. TSX-V: JG; OTCQB: JGLDF
Norman Pitcher, President and CEO of Mirasol Resources and Joe Mazumdar of Exploration Insights discuss the company’s flagship projects in Chile and Argentina at the Metals Investor Forum on May 24-25, 2019 in Vancouver, BC. TSX-V: MRZ; OTCPK: MRZLF
John Black, CEO & Director of Regulus Resources and Joe Mazumdar of Exploration Insights discuss the company’s flagship project - AntaKori, located in Peru at the Metals Investor Forum on May 24-25, 2019 in Vancouver, BC. TSX.V REG
David Kelley, CEO, President & Director of Chakana Copper and Joe Mazumdar of Exploration Insights discuss the Tourmaline Breccia Pipes located in Peru at the Metals Investor Forum on May 24-25, 2019 in Vancouver, BC. TSX-V:PERU; OTC:CHKKF; FRA:1ZX
On this weekend’s show, the focus is on the trade war issues, hesitancy around the US markets, and a couple comments on the resource sector. In Segment 4, Joe shares his thoughts on the new trend of charity flow-through financings, Australians investing in the Americas, his recent trip to Japan, and strategies for investing in the current market environment.
Shelley Kraft, from Stock News Now, recently conducted a Q & A with Brent Cook about US investors investing in resource companies within a diversified MicroCap portfolio. Brent writes the Resource Corner column for MicroCap Review magazine and has years of experience and expertise in the field. get a PDF here or link to the online publlication (page 76).
In this interview, Joe specifically discusses how the recent wave of mergers between the major miners is affecting the industry and where investors can find the best investment opportunities; shares why he is bullish on gold, copper, and lithium; offers his perspective on the United States and the Yukon as mining jurisdictions; reveals his biggest investment winner and loser over the past year; and much more.
As we kick off Q2 we continue to see US markets move higher and metals move sideways. The US Dollar is grinding higher and yields bounced but overall many sectors remain range bound. In Segment 4, Joe discusses the financing environment for metals companies and shares a couple companies he likes right now.
In this podcast, Brent gives his thoughts on the current trend in precious metal prices, the recent string of senior producer consolidation AND his quick thoughts on about 15 of the individual companies that subscribers to TFMR submitted for Brent's opinion.
Investors, take notes – Brent Cook of Exploration Insights, a seasoned geologist with decades of experience in the field, breaks down aspects of mining companies to focus on when picking stocks. “You need someone you can talk to, or trust…first thing we look at when a good hole comes out, what’s the metallurgy?” Cook told Kitco News on the sidelines of the Metals Investor Forum in Toronto.
“A lot of the generalist money is not going into the institutional active funds, they’re going more into the passive funds. Why? Because anonymity, liquidity, they all want that, and the active funds don’t give them that…and the fees,” Mazumdar told Kitco News on the sidelines of the Metals Investor Forum in Toronto.
This episode of "At the Bar with Brent Cook and Mickey Fulp" was filmed on the floor of PDAC 2019 at the booth of Davidson & Company. Featuring: Mickey Fulp (The Mercenary Geologist), Brent Cook (Exploration Insights), Kai Hoffmann (Oreninc CEO), and hosted by Kelly Earle (Skeena Resources).
While in Toronto for the PDAC Convention, Joe and Brent joined Anita Sharma from BNN Bloomberg to discuss the latest news in the mining market, exploration trends, and investment strategies, as well as to offer their Top Picks.
Brent Cook and Joe Mazumdar of Exploration Insights spoke to INN at this year’s PDAC convention. As mergers and acquisitions run rampant in the gold space, they explained how major mergers and acquisitions can benefit miners of every tier.
Joe was featured in the The Globe and Mail's Investing in Mining report on business published on Saturday, March 2, 2019.
Mining exploration in general is a money-losing enterprise: only one in 1,000 projects succeeds. However, according to economic geologist Brent Cook, you just need a couple of big hits to make up for it. He combines 30 years of experience in geology, exploration, and consulting as the co-editor of Exploration Insights. Cook argues that you can greatly improve the odds with a bit of due diligence and basic knowledge of geology to weed out projects with fatal flaws.
Reflecting on 2018, renown Newsletter Writers Nick Hodge (Outsider Club), Peter Spina (GoldSeek.com, SilverSeek.com), Brent Cook (Exploration Insights) and David Morgan (The Morgan Report) discuss trends and sentiment for 2019. Moderated by Kitco's Daniella Cambone.
Speaking with the Investing News Network at this year’s Vancouver Resource Investment Conference, Brent discussed the exploration sector in 2018, what’s ahead in 2019 and why every investor needs to do due diligence to succeed in the junior resource space. A trend he saw last year and that he expects to continue in 2019 is producing companies investing in early stage exploration by either private placement financings or joint ventures.
Mega mergers on the scale of Newmont and Goldcorp are happening because miners can’t keep producing fast enough, and need to consolidate resources in order to meet demand, said Brent Cook of Exploration Insights. “We’re at a time and space where the amount of time and money it takes to discover, prove up, and develop a mine, is longer than we are depleting reserves,” Cook told Kitco News on the sidelines of the Vancouver Resource Investment Conference.
Joe Mazumdar of Exploration Insights and Rick Van Nieuwenhuyse, CEO of Trilogy Metals discuss the Arctic and Bornite projects in Alaska.
Joe Mazumdar of Exploration Insights and David Awram, Senior Executive Vice President and Director of Sandstorm discuss Sandstorm's unique business model at the January 2019 Metals Investor Forum in Vancouver.
Joe Mazumdar of Exploration Insights and Paddy Nicol, CEO of Evrim Resources discuss company's updates at the January 2019 Metals Investor Forum in Vancouver.
This article is a summary of one of the most popular panels at the VRIC in Vancouver. It was led by Kitco News’ Daniela Cambone and featured newsletter writers Nick Hodge of the Outsider Club, Brent Cook of Exploration Insights, Peter Spina of GoldSeek.com and David Morgan of the Morgan Report. The participants discussed their resource outlook and investment ideas and provided their Top Picks.
Brent discusses his outlook on the junior mining sector in 2019 and some names he owns.
A mix of geopolitical and economic uncertainties will likely create the perfect storm for precious metals and miners next year, said Brent Cook of Exploration Insights, and all these risks should bode well for gold and gold miners next year, with miners outperforming the bullion.
Segment 1: Joe shares his thoughts on Evrim's latest drill results and what they mean for the Company moving forward. He also discusses the value of trenching as an exploration technique.
The final day of this year's Mines and Money conference in London was focused on Canada, and Joe Mazumdar, Co-editor of Exploration Insights, looked at the country's powerful mining sector. Chris Hinde from Mining Beacon just published this white paper on Joe's presentation at the Conference.
Where is the easy money in a tough market? Watch as Brent Cook (Exploration Insights) discusses everything investors need to know about the mining sector at The Silver & Gold Summit in San Francisco.
Where are the experts investing in 2018? Watch as Rick Rule (Sprott US Holdings Inc.), Frank Curzio (Curzio Research), Brent Johnson (Santiago Capital), Nick Hodge (Outsider Club) and Brent Cook (Exploration Insights) discuss what markets they are watching and where they see the most potential for growth.
Watch as Marin Katusa (Katusa Research) discusses with Rick Rule (Sprott US Holdings Inc.) and Brent Cook (Exploration Insights) discuss market scams and what investors can do to avoid them.
Ellis Martin speaks with Exploration Insights' Brent Cook at the Silver and Gold Summit in San Francisco about his take on the current metals market and some of his favorite picks.
In this interview, Kai Hoffmann and Brent cover different topics including financing activities in the Oreninc's Index, the Mining Deal Club, the mood at the Silver & Gold Summit in San Francisco, Exploration Insight's Top Picks, Canadian companies' role in new discoveries in BC, and the story behind the “The donkey is dead” joke.
There are people overtly scamming investors in the mining sector, and investors need to be educated in order to protect themselves, said Brent Cook of Exploration Insights. “What you want to watch for is, whoever is telling the story, what’s their entry point, how do they make money, be it a broker, newsletter writer, or the company president. Follow the money, if you will. But thereafter, you really need to understand the basic geology and potential of a project to actually work,” Cook told Kitco News on the sidelines of the Silver & Gold Summit in San Francisco
In this segment of BNN Bloomberg's Market Call, Joe takes viewer questions on the junior mining sector and touches on various themes including top picks (GTT.V, MGG.V, SSL.TO), gold, active vs. passive funds, private equity, Australian producers, majors investing in juniors, and juniors' exploration programs.
Joe Mazumdar, Exploration Insights and Morgan Poliquin, President and CEO of Azucar Minerals Ltd. discuss the company's focus on exploration at the September 2018 Metals Investor Forum in Vancouver.
Joe Mazumdar, Exploration Insights and Brandon Macdonald, CEO of Fireweed Zinc Ltd. discuss company's future prospects after closing the company's summer program at the September 2018 Metals Investor Forum in Vancouver.
Joe presented a summary of his and Brent's impressions at the 2018 Precious Metals Summit in Beaver Creek, Colorado, derived from the panel Joe moderated, conversations with colleagues. and other presentations.
Brent discusses the Beaver Creek Mining Conference which occurred recently in Colorado, and why it's one of the best venues for up and coming resource plays in the industry. He discusses recent trends involving junior and major mining companies, the price of gold, and investment strategies.
Topics covered in this interview: The 2018 Beaver Creek Precious Metal Summit. Reflections on the investor panel discussion Joe moderated. Discussing good commodities to invest in right now. Commentary on the uranium and vanadium markets. Is there a strong catalyst for a rising gold price? How Joe & Brent Cook approach investing in resource stocks. Discussing mining jurisdictions
Exploration Insights editor and economic geologist Joe Mazumdar discusses the current state of the mining industry, insights from the so-called "smart money," how he handles jurisdictional risk, and much more in this interview with Outsider Club's Gerardo Del Real.
Veteran mining money managers have told the Beaver Creek Precious Metals Summit they’re up to their ears in gold stocks right now, but broader investor apathy towards both the metal and equities is stopping forward momentum for many companies in the North American gold space. ASX-listed companies are a different story, but it might take a US recession to pull their US and Canadian cousins out of their current funk. Joe Foster from VanEck joined Sprott US Holdings senior executive Steve Todoruk and Resource Capital Funds' Josh Parrill on a panel moderated by Joe Mazumdar at the Summit.
An increased Australian presence can be felt at the Precious Metals Summit in Beaver Creek. “I personally think that these Australians might be thinking the growth is not in Australia Pacific, maybe Australia’s got some advantages but I don’t think they’re too keen on the Pacific,” Joe Mazumdar told Kitco News on the sidelines of the conference.
Useful insight from Institutional Equity w/ Joe Foster of Van Eck Gold Funds, the Retail sector w/ Steve Todoruk of Sprott Global and, finally, private equity w/ Josh Parrill of Resource Capital Funds.
As a whole, the gold mining sector has reached peak production, so investors should look for major miners engaged in exploration work, this according to Brent Cook of Exploration Insights: “I do sense that the gold industry as a whole is going to be a lot tougher to increase overall miners for the major miners,” Cook told Kitco News.
Joe joins Cory Fleck in Segments 2 and 3 to discuss the gold market, the companies he is focusing on, and the base metal and lithium sectors
Gerardo Del Real and Joe talk about gold, base metals, reshuffling the EI portfolio, geopolitics, and investing in the current environment.
Join Mickey and Brent with Kelly Earle from Skeena Resources at the Sprott 2018 conference as they discuss the latest in the resource sector.
In this Wall Street View, our host caught up with Brent Cook, Editor/Geologist of Exploration Insights at the Sprott Natural Resource Symposium 2018 in Vancouver, BC. They talk about the current state of the junior mining market including metal prices, acquisitions, top picks, and what it takes to invest successfully in the sector.
In this interview with SmallCapPower at the 2018 Sprott Natural Resource Symposium in Vancouver, Exploration Insights newsletter publisher Brent Cook talks about why he is excited about certain junior resource stocks despite the current weakness in the mining sector and why he believes the major stock markets could be peaking.
Here is Goldfinger's (CEO.CA's member and article writer) July 2018 conversation with Brent. Despite following him for several years, Goldfinger still had plenty of questions to ask Brent such as how he found his way into doing what he does now and what are some of the biggest red flags that he looks for as an investor. During a tough year for the junior mining sector the Exploration Insights portfolio is up about 10% year-to-date which is a commendable performance considering that most junior mining portfolios are probably down double-digit percentages at this point in the year.
On this week’s show Cory Fleck touches on the US markets, bond market, and metals. In Segment 4 he talks withBrent about the prospect generator model and a couple companies Brent likes.
Speaking with the Investing News Network at this year’s Sprott Natural Resources Symposium, Brent shared his thoughts on the exploration sector, why facts matter when looking at a project and how to approach this flat market season. Watch the video to learn more about his thoughts and his top stock pick for the rest of the year.
It may be difficult for another large, high quality deposit to be discovered in Australia anytime soon, as the saturated exploration market and large number of miners operating in the continent means that such a deposit would have already turned up, Joe told Daniela Cambone on the sidelines of the Noosa Mining & Exploration Investment Conference.
Lunch with Brent Cook, Exploration Insights: "Playing the Looming Mine Shortage with MicroCap Explorers" Panel at the Planet MicroCap Showcase 2018 in Las Vegas, NV.
Brent, Mickey Fulp, and Kelly Earle meet once again to discuss the projects Brent and Mickey have been to lately and those they like at the moment.
In Segment 7, Cory Fleck and Joe talk about Joe's recent copper market research and his insights into Fireweed's PEA and Revival's resource estimate.
Joe Mazumdar and Brandon Macdonald discuss Fireweed Zinc's PEA results at the Metals Investor Forum on May 25, 2018 in Vancouver.
Joe Mazumdar and Sam Pigott, VP Corporate Development sit down at the Metals Investor Forum on May 25, 2018 to discuss the state of the lithium market and the expected turn around in the second half of the year.
Joe Mazumdar of Exploration Insights sits down with Paddy Nicol, President, CEO and Director of Evrim Resources Corp.at the Metals Investor Conference May 2018, to talk about their busy season.
Brent Cook with Exploration Insights discusses his view on the Major Mining Companies, the shortfall of ore and the cash flowing into Junior Projects. "We need new high quality deposits to stay in business"
Guest(s): Brent Cook, Ivan Bebek Executive Chairman Auryn Resources, E.B. Tucker editor at Casey Research. Investors seem to be disinterested in the precious metals space, but not all industry insiders support the notion that gold is in a bad place right now. Ivan Bebek, CEO of Auryn Resources, said that miners are not in a bad place, citing low valuations and the opportunity to be bought out, making this the “best shopping place to be ever.” Still, others share mixed feelings. Brent Cook of Exploration Insights, said that an improving U.S. economy along with rising rates from the U.S. Fed, all add downward pressure on gold. Watch as experts debate on the future of gold prices in this uncertain and volatile environment.
Investors shouldn’t be too caught up in potential metals price rallies, since there are opportunities to make money even if prices trade sideways, this according to the panelists at the International Mining Investment Conference in Vancouver. Ivan Bebek, CEO of Auryn Resources, noted that if a miner has successful projects, market prices are irrelevant to the miner’s stock outperforming. “2014, we sold a company where we drilled 100 holes, we didn’t have a resource, amidst the bear market, for $200 million,” Bebek said. Still, some on the panel said that it depends on which metal you’re leveraged to. “There are gold companies that will double as gold moves and silver companies that will legitimately go ten times,” said E.B. Tucker, editor at Casey Research.
What are your top stock picks of 2018? Cambridge House International May 2018 conference's expert panel is here with exclusive insight into stocks that could maximize your investments. Watch as Brent Cook (Exploration Insights), Mickey Fulp (Mercenary Geologist), Cory Fleck (Korelin Economics Report) and David Erfle (Junior Miner Junky) put the spotlight on some of their top stock picks.
Brent Cook of Exploration Insights says while institutional and retail funds are scarce "the people who know the industry the best" are putting money into juniors.
Ellis Martin conducts an impromptu interview with Brent Cook of Exploration Insights and Mickey Fulp, The Mercenary Geologist at The International Resource Investment Conference in Vancouver, BC.
The next big discovery of precious metals is likely to come out of Latin America, said Brent Cook of Exploration Insights. “I would guess we’re going to see it probably in Latin America, somewhere between Argentina and Mexico,” he told Kitco News on the sidelines of the International Mining Investment Conference in Vancouver. The major mining companies are running out of reserves, so investors must look to the juniors for new projects and discoveries, according to Cook.
Brent and Morgan Poliquin discuss the El Cobre Au-Cu deposit in Mexico, including geology, the recent deal with Newcrest and upcoming drilling plans.
Brent walks the floor of PDAC 2018 and stops by the core shack of Regulus Resources (TSX-V: REG). He talks with Kevin Heather, Chief Geologist, about the Antakori project in Peru.
During PDAC 2018, Minaurum Gold interviewed Brent and Joe and they talk specifically about junior mining explorers and the exploration cycle, resource/reserve/grade reports for year end 2017 by the majors,what this means for the sector going forward, active vs. passive exploration arrangements, Trump and much more.
Weekend Show for Saturday, March 17, 2018 — In Segment 3, Joe takes a look at the metals sector and the financing discrepancy we have seen this year.
Brent and Joe stop by for a chat with Oreninc about the current market sentiment, investments by the majors, battery metals and trends at PDAC.
Joe interviews Graham Carman, President, CEO and Director of Tinka Resources Ltd., at the March 3, 2018, Metals Investor Forum in Toronto
Speaking with the Investing News Network at this year’s Prospectors & Developers Association of Canada (PDAC) conference, Brent and Joe shared their top stock pick and thoughts on the exploration sector. Brent, who believes there will be more activity from majors in 2018 and 2019, spoke about what majors look for when closing a deal with a junior. For his part, Joe explained the different approaches from majors when investing in juniors. Brent also discussed what factors on which investors should keep an eye when checking for flaws in a project. Meanwhile, Joe shared his thoughts on Pretium Resources (TSX:PVG,NYSE:PVG) and the problems with grade reconciliation at its project.
Brent's presentation at the Vancouver Resource Investment Conference 2018.
Joe explains his view on resource estimates in Segment 4 of the Weekend Show.
Segment 4: Joe Mazumdar shares his thoughts on a number of resource markets during the first month of the year and comments on PMs, Copper, Zinc, and Lithium.
(Minutes 8:00 to 31:00). Matthew Kevil sits down with Brent and Joe to chat about their impressions of the conference and some predictions on what might be coming up for the industry in the year ahead. They talk about metal fundamentals, major miners investing in exploration-stage companies, and lithium chemistry. (20:50). Furthermore, Brent digs into the "prospect generator" model and why he remains optimistic on its potential for value generation (23:30), as well as the state of U.S. capital markets. (14:51)
Speaking with the Investing News Network at this year’s Vancouver Resource Investment Conference, Brent and Joe shared their thoughts on the exploration sector, what to look for in juniors and their top stock picks.
We compiled a number of videos from the January 2018 session of the Metals Investor Forum, including the following presentations and interviews:
Straight from the Vancouver Resource Investment Conference 2018, Brent is interviewed by Daniela Cambone and lays down his ideas for the new year: “What we’re really looking for is high-margin, early-stage discoveries, in any metal that a company can make money on, that a major company will buy. So I don’t care if it’s lithium, zinc, copper, gold, it’s more about the upside potential.” But there are a few things to avoid, including cobalt, uranium, and cryptocurrencies.“I get the value there,” he added, referring to blockchain technologies, “but we’re not going to get into that bubble."
Neils Christensen ask Bent and Joe how they would invest $100k into the mining sector and also gets their take on what 2018 has in store for invsrtors.
The Kitco News' Expert Series brings together well-known investors and Kitco regulars to find out where they will be putting their money in the future. This year, in a new twist to the feature, Kitco News has asked some of the most influential mining sector newsletter writers how they would invest $100K in the mining sector in 2018. While the mining sector has struggled to maintain momentum, 2017 has been anything but boring with new assets like cryptocurrencies making waves in financial markets. What does 2018 have in store? Check out what Joe and Brent have to say.
Starting on minute 15:30, Brent is interviewed by Paul Bagnell about the commodity trends for the coming months; they discuss gold and base and battery metals.
Joe and Cory Fleck look at a wide range of metals including, base metals, battery metals, uranium, and the precious metals. They also touch on a couple stocks that Joe likes in each and he and Brent are looking for in terms of quality stocks.
Gerardo Del Real with Resource Stock Digest interviews Joe after they met in Argentina during a site visit to a couple of lithium projects.
In this interview with SmallCapPower at the New Orleans 2017 Investment Conference, Exploration Insights newsletter Publisher Brent Cook says major mining companies have increased exploration activity this year following five straight years of decline. He also mentions a few ‘tough’ questions he likes to ask companies, and offers up some resource stock picks.
Joe discusses gold supply and major producers and summarizes the primary exploration trends of 2017 at the November Metals Investor Forum in Vancouver.
Joe discusses the strengths, weaknesses, opportunities, and threats of exploring for metals in Chile concluding that there is work to do within the country to make it easier for juniors to operate within it.
Shelly Kraft interviewed Brent at the recent New Orleans Investment Conference. They discussed the resurgence of story (discovery)-driven mining projects at the hands of juniors as majors struggle to find ore to replenish their pipelines, and also talked about some of the key indicators of a quality mining project, base metals in the spotlight, and the mining industry outlook for next year.
Brent sits down with Maurice Jackson of Proven and Probable at the 2017 New Orleans Investment Conference to discuss the merits of owning Prospect/Project Generators. Listeners will gain the fundamental building blocks of what is defined as a Prospect/Project Generator, which in many regards are overlooked by speculators in the natural resource space. As a bonus, discussions on EMX Royalty Corp., Millrock Resources, and Riverside Resources.
Major miners have cut back on exploration dramatically in the last few years, but according to Brent, this year they’ve started moving back into that arena once again. And more importantly, they’re starting to fund juniors. He believes majors will have to start looking at a different type of junior moving forward. “It’s getting tougher. The easy ones were acquired last year,” he explained. “I think what we’re going to see is [majors] starting to pick up projects that are not to the feasibility stage, are not in production.”
Speaking to Mining Journal Latin America editor Paul Harris on a Mining Agenda podcast on the sidelines of the 2017 Mining & Investment Latin America Summit, Joe said majors had “outsourced” a lot of their brownfield and greenfield exploration out to juniors over the past decade or more. Small companies had led the surge in new exploration spending over the past 12-18 months in Ecuador, Colombia and other parts of the continent with a ‘use-it-or-lose’ approach to turning over ground tenure. For more of his views on exploration trends in Latin America, listen to the podcast.
Brent Cook, John Kaiser and Michael Oliver return. Novo Resources, a sponsor to this show, has seen its shares rise from C$0.83 on July 10 to C$8.51 on Oct. 3. Visual reports and early sampling have revealed a rich field of near surface gold nuggets in northwestern Australia that reportedly appears over an 8 km distance and may extend many kilometers down dip. In quest of the next Witwatersrand gold deposit from which over 35% of the world’s gold has been mined, Novo’s Dr. Hennigh’s geological theories led him to this discovery. But has Hennigh actually discovered Witwatersrand 2.0? If so, is a current market cap of around $750 million justified? Both Cook, an astute geologist, and Kaiser, an experienced analyst with a focus on out-of-the-box geological theories, visited this exciting new discovery. They will provide independent views on those questions and more. As usual, Oliver will provide his latest data-driven thoughts on the gold and other markets of major concern. Brent starts at the 14:06 mark and Kaiser at 37:15.
In this conversation with Brian Leni, Brent highlighted one key to success for junior exploration companies is to turn through as many prospects as possible with minimum dilution to early shareholders. Case in point, prospect generators. They also talk about outlook on gold, rising zinc price and its effect on junior zinc companies, electrification of the world and its effect on the resource sector, and major mining companies—why and how they invest in junior companies.
With gold price trading below $1,300 an ounce, one geologist says we may be running out of gold. “If the gold price stays at these levels, there’s not enough quality ounces,” Exploration Insights’ Joe Mazumdar told Kitco News at the Mines & Money conference in Toronto. The problem? There is not enough exploration, he said. “Grassroots exploration as a proportion of exploration expenditures for gold has been declining since 2003, the majors are just not doing it,” he explained. “Right now, it’s difficult to find grassroots explorers that are well valued in terms of risk-reward ratio.”
Joe Mazumdar, co-editor and analyst at Exploration Insights, takes viewer questions on junior mining stocks.
Lesley Stokes reports on location from the event and sits down with Brent to talk about one of the hottest exploration stories in the industry right now: Novo Resources (TSXV: NVO; USOTC: NSRPF) and its Purdy’s Reward paleoplacer gold prospect in Western Australia. Brent recently returned from a visit to the site, and discusses potential geology and investment prospects for the company.
Major gold producers are paying more attention to the junior mining sector, geologist and popular newsletter publisher Brent Cook told Kitco News at the Precious Metals Summit in Beaver Creek, Colorado. Find out why.
Matt Keevil sits down with Joe to talk development risk and investor strategy. The discussion includes a round-up of recent development projects that have experienced some growing pains including Red Eagle Mining's (TSX: R; US-OTC: RDEMF) San Ramon operation in Colombia; New Gold's (TSX: NGD; NYSE-MKT: NGD) Rainy River mine in Ontario; and TMAC Resources' (TSX: TMR; US-OTC: TMMFF) Hope Bay project in Nunavut. We also dig into Alamos Gold's (TSX: AGI; NYSE: AGI) recent acquisition of Richmont Mines (TSX: RIC; NYSE: RIC) and what to expect from Canada's gold majors moving into the fourth quarter of 2017. Joe also outlines his investment thoughts following the recent rally in precious and base metal prices, and offers investors some advice on strategies when it comes to mine development.
Brent Cook joins Cory Fleck to share his thoughts on the gold sector. He is optimistic on a slow rise in the gold price over next year and discusses the actions of the major companies in the sector as well as the massive number of drill results that are expected through year end.
In this interview with SmallCapPower at the Sprott Natural Resource Symposium in Vancouver, Exploration Insights Co Editor Joe Mazumdar discusses why supply issues with some commodities could be good for exploration stocks, especially gold, and why he favours prospect generators. Find out which other encouraging signs he sees that should benefit junior resource stocks going forward by watching our short video interview.
In this interview with SmallCapPower at the Sprott Natural Resource Symposium in Vancouver, Exploration Insights newsletter publisher Brent Cook discusses what he sees as increased investor interest in junior exploration stocks in the past two months. He also mentions specific commodities that he likes at this time and what he’s “really keen on.”
With mining shares already up 10% YTD and seemingly poised for a breakout, what a great time to pick the brain of the always-insightful Brent Cook of Exploration Insights: We are set for a nice market going forward in the next few years
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Brent attended the International Metal Writers Conference in Vancouver, B.C. this past Sunday and Monday. The following is a recorded live panel discussion moderated by Al Korelin and with the participation of Brent, Rick Rule, and Frank Holmes. Enjoy listening as it was a good one.
Joe was interviewed by Jay Taylor to discuss some of our stock picks in zinc (Segment 1) and gold (Segment 2).
Joe Mazumdar, Co-Editor of Exploration Insights, interviews Tinka Resources CEO Graham Carman at the May 5-6 Metals Investor Forum.
Segment 8 of the Korelin Economics Report.
A “victim of its own success” is how the overgrown VanEck Vectors Junior Gold Miners ETF (GDXJ) has been described. The coming mid-June “GDXJ Rebalancing” follows from VanEck’s recently announced MVGDXJ index inclusion changes – bigger companies in (up to US$3 billion market cap), smaller ones out. Inflation of the fund size in the past two years means the change has significant implications for a large number of gold equities, as Sprott’s Rick Rule and Exploration Insights’ Joe Mazumdar observe in this podcast.
Matthew Keevil sits down with Joe to talk about the recent surge in investment activity, namely major and/or intermediate miners participating in joint ventures, equity placements, and partnerships with explorers and junior companies.
In segment 7, Brent shares his outlook on the GDXJ rebalancing as well as a few zinc companies they are following in his newsletter.
In his presentation at the MIF held in Vancouver May 5 and 6, 2017, Joe discusses gold supply, major producers, and their impact on junior miners.
Jordan Roy-Byrne interviews Joe after his presentation at the Metals Investor Forum.
In this Wall Street View, Shelly Kraft caught up with Brent Cook, Editor/Geologist of Exploration Insights at the Planet MicroCap Showcase, April 26-28, 2017 in Las Vegas, NV.
In an article featuring Exploration Insights, Joe contends that the fundamental matter at Brucejack "has been, and potentially will continue to be, the issue about the underlying resource."
Investment in precious-metals mining is extremely speculative; the strong downside and upside potential drives the approach of Exploration Insights. The content of this episode is more technical for non-specialist listeners. Hang in there until the end, because both Brien Lundin and Joe Mazumdar give their wisdom on how one can get better acquainted with the industry.
Exploration Insights editor Joe Mazumdar travels to Flin Flon, Manitoba to tour the Pine Bay property of Callinex Mines (TSXV:CNX), a junior zinc exploration company traded on the TSXV.
In this audio conversation with Jay Taylor, Brent talks of a shortfall of new gold discoveries and how major discoveries by junior exploration companies can lead to massive profits for shareholders of those companies. Brent names two companies he believes have a good chance of making major gold discoveries.
As part of the lead up to PDAC 2017, the Canadian Securities Exchange, along with Clark Wilson LLP, co-hosted PreDAC Vancouver. Joe Mazumdar provided a great overview of the NI 43-101technical reports and how these reports are used to help understand a natural resource company's prospects.
In the first two segments of the show Al Korelin and Brent discuss the overall resource market for exploration companies, then get into some zinc and gold explorers that Brent likes.
Charlotte McLeod talked with Joe about the reasons major miners’ gold reserves are declining, and they also discuss a commodity that is not in Exploration Insights radar.
Sunny Pannu interviews Joe and they discuss moving upstream in the precious and base metal mining sector.
Money is flowing back into the mining industry, but investors need to do their due diligence when picking mining companies, warns Brent Cook. Speaking with Kitco News at the PDAC convention, he said it’s hard to separate fact from fiction, or as he put it, “facts from alternative facts.”
These were two issues discussed between Kitco News’ Daniela Cambone and Exploration Insights’ Joe Mazumdar during the PDAC convention in Toronto.
The annual BNN Market Call Tonight Q&A during PDAC with Ctaherine Murray, including a review of last year’s top picks and presenting this year’s.
Shrinking exploration budgets, production, and reserves will drive metal prices up as demand strengthens.
Hosted by Leslie Stokes and with guest appearance by Jeff Reeder from Duran Ventures Inc. What to look for in the future: three geologists' big-picture perspective on three district-scale plays.
Brian Leni interviews Brent: "I recently had the opportunity to ask Cook some questions about the current gold market, and how he thinks the average investor can tilt the odds in their favour when buying companies in the junior resource sector." Clear, concise, informative.
Joe talks to Mariana Resources Ltd.'s COO Eric Ross about the Hot Maden deposit in Turkey.
Joe talks to Michael Byron, CEO and President of Nighthawk Gold Corp., about the company's projects in the Northwest Territories of Canada.
Segment 8: Recorded live from the Vancouver Resource Investment Conference, Brent and Joe discuss with Cory Fleck the opportunities they see for investors in the resource sector.
Cordoba Minerals is a Colombian copper and gold explorer backed by Robert Friedland and led by CEO Mario Stifano. VP Exploration Chris Grainger tells Joe Mazumdar all about about it.
Brent investigates SolGold, a company focused on the riches of the North Andean Copper Belt in Ecuador. The Company has announced several world class intersections of continuous copper and gold mineralisation from their flagship project Cascabel.
Joe talks to representatives from Nevsun Resources about their copper project in Serbia at the 2017 Roundup Convention in Vancouver, Jan 24, 2016.
Matthew Keevil sits down with Brent and Joe at AME BC's Roundup 2017 Conference to chat about the state of resource markets, and what investment opportunities might be emerging this year. Brent digs into the "fake news" phenomenon and how it manifests itself in terms of mining companies news releases, drill reporting, and marketing. Meanwhile, Joe discusses cut versus uncut drill results, and how he analyzes results from companies depending on the stage of the project. We also talk the emerging zinc narrative, and how we seem to hear that the metal is ready for a bounce back every year. Brent and Joe drill down into what they'll be looking for in terms of exploration investments in 2017, and the patterns they've seen emerging in terms of major miners and district-scale opportunities.
Jochen Steiger catches up with Brent and Joe at the 2017 Vancouver Resource Investment Conference.
Review of Exploration Insights 2016 performance, market current state and 2017 forecast, and investment strategies moving forward.
Brent names two top picks and talks of fatal flaws to look for in junior mining stocks.
While looking at potential sector drivers in 2017, Brent and Joe provide five companies they see as top picks at the start of the new year.
Joe tells BNN why he prefers gold over base metals this year and discusses some of his company picks.
At the New Orleans Investment Conference October 26-29, Brent chaired a panel discussion titled "Insights Into The Business of Exploration”. It is a one hour video featuring David Cole (President Eurasian Minerals), Adrian Day (Famed economist and money manager), and Dan James (President MedGold). We think this is an exceptional session that covered a number of very germane topics related to investing in junior mining companies. To view the discussion requires your first name and email address. Signing in gets you Brien Lundin’s free Golden Opportunities e-letter. It is easy to unsubscribe if you so desire.
Start at mark 11:12: Mathew Keevil and Joe talk about Arizona Mining's (TSX: AZ; US-OTC: WLDVF) ongoing battle with the Global Mining Observer over manganese concerns, and they also dig into investing strategies for the new year in terms of downside protection and gold leverage. Bonus: Joe gives his thoughts on the strategies gold majors, like Agnico Eagle Mines (TSX: AEM; NYSE: AEM) and Newmont Mining (NYSE: NEM), might take heading into 2017.
It is no secret that 2016 proved to be a positive year for the mining sector, with some gold and silver stocks rallying over 100%. Could this happen again in 2017? Giving his outlook on the sector, Exploration Insights’ Brent Cook joins Kitco News on a special Outlook 2017 edition of the Gold Report, where he shares some insights as to what he thinks is in store for miners next year. ‘My expectation is that we’re going to see the precious metals back off into early next year as the markets continue its [...] unjustified rise, and the dollar as well,’ he said. ‘But reality is going to set in next year and once it does, I expect investors move back into precious metals.’ Cook also shares his top mining picks and what effects, if any, President-elect Donald Trump can have on the sector in 2017.
The conversation with Turd Ferguson began with a general discussion of the year in review as well as Brent's take on whether mining CEOs will now have a different view of the Bullion Banks in light of the recent discoveries of coercion and price manipulation. From there, Brent shares his opinion on more than twenty individual companies and their prospects, the names of which were submitted by Vault subscribers at the TFMR.
Segment 4: Joe was interviewed by Cory Fleck. Overview of Colombia's current mining environment and a general look at resources stocks and his outlook for 2017.
Joe's presentation focuses on Fatal Flaws: Risks associated with any junior mining project are part of the package and can’t be avoided. The onus is on the management team to develop a viable strategy for its asset and execute upon it while mitigating such risks. An investor's ability to find fatal flaws ahead of the crowd is the critical element to profiting from imagined and real discoveries in the junior mining sector.
Joe's presentation at the Metals Investor Forum in Vancouver, November 12, 2016. You can access the Power Point Presentation here: https://insider.kitco.com/downloads/ms_4431.pdf.
In this Wall Street View, Shelly Kraft caught up with Brent Cook, Editor/Geologist of Exploration Insights at the New Orleans Investment Conference 2016.
Although being a geologist may have its perks, it can sometimes be a pretty unpredictable profession. Take it from Brent Cook and his geologist friends, who shared some of their craziest stories with Daniela Cambone from Kitco News at the New Orleans Investment Conference. Everything from getting stuck in a military dungeon and encountering drug lords and Chinese police to fighting off grizzly bears.
In this interview Cory sat down with Brent and chatted about the types of companies Brent thinks will be buy out targets for the larger miners in the sector. They also touch on the impressive drill results from Mariana Resources that were released last week.
Segment 7: Joe was interviewed by Cory Fleck and Al Korelin about the investment strategy him and Brent are using for their portfolio. Correction from Joe –“Mis-spoke on the tail end of the interview, I meant to say low cost for the Kibali project in the DRC but I said low grade.”
In this Wall Street View, Shelley Kraft spoke with Joe at the Precious Metals Summit in Beaver Creek, CO and they discuss investing in exploration companies, do’s and don’ts in resource investing, how to get started, what to look for right now, how to assess management, Mergers and Acquisitions, capital expenditures in junior mining, expectations moving forward, and what global districts he looks at.
Jordan Roy-Byrne interviews Joe
Topics include the recent resource estimation troubles for Orezone Gold at the Bomboré gold project in Burkina Faso, and the murky world of resource estimates and 43-101 reports. Also covered are Pretium Resources‘ Brucejack gold project in northwestern B.C. and Nevsun Resources‘ Bisha operation in Eritrea. What is the deal with zinc markets? Bonus topics: managing investment risk, where’s the upside, and more!
On segment 5, Brent shares his insights on Colorado Resources, OreZone Gold Corp., and fatal flaws to watch for when investing.
Brent joined Al Korelin and Cory Fleck for a general talk on investing in resource companies. The focus was on what Brent looks for in a management team. The wrap-up is a quick comment on the number of shares that will be free trading very shortly.
Christina McCarthy from McEwen Mining interviews Brent, Mickey, and guest Jeff Phillips from Global Market Developments.
Tekoa Da Silva interviews Brent Cook, Joe Mazumdar, John-Mark Staude and Morgan Poliquin following the Sprott Natural Resource Symposium in Vancouver. The panel participants share their thoughts on the current state of the resource market with Sprott’s Thoughts readers. They explain where the resource industry has been, where it is now, and where it is headed.
In this Wall Street View, the Stock News Now host catches up with Brent Cook at the Sprott Natural Resource Symposium 2016 in Vancouver.
Brent talks about the current state of the market and where he thinks the real bull market is—in new discoveries. He also mentions why gold “makes sense” as an investment at this point in time, and what changed his views on the yellow metal from negative to positive. Finally, he shares a few new discoveries he’s been looking at lately.
Brent talks about his preference for project generator type companies and expresses optimism on the resource sector.
Brent outlines a couple companies he likes.
Joe shares the qualities he is looking for in companies to invest in at this moment.
Sunny Pannu interviews Brent at the Sprott Natural Resource Symposium in Vancouver, and they talk about developments in the mining sector since PDAC March 2016: where to focus, which countries to invest in, what has changed with the mid-tiers, and is it time to now look at the junior space?
At the Sprott Conference in Vancouver, Brent says that he has noticed a strong run-up in the valuations of many junior companies, without a corresponding increase in the value of the properties they own. He joins BNN to explain how this might be resolved. Comments on Colorado Resources and Mariana Resources.
Joe joins BNN to share what he noticed while scoping out mining assets in Turkey and the Yukon.
Joe, Mickey Fulp and Gwen Preston discuss whether the Yukon is back in the investors radar; M&A acquisitions; the role of major and mid-tier companies in the potentially upcoming bull market.
Matthew Keevil is joined by Joe Mazumdar to discuss Newmont Mining's (NYSE:NEM) recent US$1.3-billion sale of its stake in the Batu Hijau copper-gold mine in Indonesia, the rebound in junior markets, investment strategy and downside protection, geopolitical risk, and investing in the Yukon.
Brent shares his views on a couple of junior resource companies in Segment 3.
Brent answers questions: new technologies; warning signs from unviable projects; the spike in precious metals prices and stocks; industrial and base metals; supply and demand; Klondex Mines, First Mining Finance, and Callinex Mines.
Joe Mazumdar discusses the difference between quality versus leverage for resource stock in Segment 4.
Joe Mazumdar took some time to answer a few general questions about his take on Pretium, and he also shared a few other names that the newsletter is looking at right now.
Brent Cook, founder of Exploration Insights, shares his views on a couple of junior resource companies in Segment 3.
Joe Mazumdar, coeditor of Brent Cook’s Exploration Insights, talks about quality and leverage strategies and why he focuses on quality assets.
Brent Cook joins BNN for a look at where the mining industry is going and how he is focused on quality assets over quantity. He also shares with us some up and coming projects he is watching.
Brent Cook interviews Eira Thomas of Kaminak, Scott Trebilcock of Nevsun, and Peter Tallman of Klondike Gold. They discuss a number of topics including what to look for in a potential project, and what drew them to their current companies.
Jay Taylor interviews Brent Cook and Gwen Preston about some of their favorite gold and silver mining companies among those invited to the 2016 Metals Investor Forum in Vancouver, May 14th and 15th.
Brent Cook and Daniela Cambone discuss the surge in metal stocks, a bit of recent history, and optionality plays on The Street.
Brent (segment 3) with his outlook for the PM stock sector. Joe (Segment 4) recaps his PDAC talk regarding the importance of capital structure for development companies.
Money is the lifeblood of any business, but how much is too much debt? Joe reveals his research findings to SmallCapPower at PDAC 2016 in this video interview.
Exchange between Joe Mazumdar and GoldQuest Executive Chairman Bill Fisher on the Romero gold-copper project.
Brent Cook, Joe Mazumdar, Mickey Fulp, Nikki Adshead-Bell, and Christina McCarthy discussing metals and the mining industry during the PDAC convention in Toronto.
Sunny Pannu interviews Brent and Joe during PDAC 2016.
Brent Cook and Joe Mazumdar were the guests of Catherine Murray on the one-hour Market Call Tonight show on BNN. They fielded call-in and emailed questions on junior exploration and mining stocks and commodities.
Brent and Joe talk with Cory Fleck in segments 1, 2 and 7.
Episode 17 - An educational conversation between Brent and Robert Kraft of Stocks News Now
Brent and Joe share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies.
"At the Bar" with Brent, Mickey Fulp, Joe, Lesley Stokes and Nikki Adshead-Bell talking rocks and stocks.
Brent speaks with Mariana at the AME BC show.
Joe speaks with Newmarket at the AME BC Roundup, Vancouver.
Joe speaks with Kaizen at the AME BC Convention, Vancouver.
Joe on joining Exploration Insights; recent troubles faced by Rubicon Minerals; and more.
Brent checks in at the AME BC Roundup Core shack.
Brent speaks with CEO Peter Akerley.
The Korelin Economics Report at Cambridge House, Vancouver, Segment 8.
Brent speaks with Corey Fleck Segment 7.
Brent talks to Jochen Staiger at the Vancouver Resource Investment Conference 2016.
Joe speaks with Tommy Humphreys.
Brent speaks with Al Korelin on the Weekend Show.
Outlook 2016. Brent speaks with Daniela Cambone.
You might be surprised.
Brent speaks with Daniel Gleeson.
Insights into the Business of Exploration
Segment 1: Brent speaks with Cory Fleck.
Brent presents at the Sprott Resource Conference.
Market bottoms, 90s and now. Segment 5.
How to invest in a down junior market.
Brent speaks with Brien Lundin.
Brent speaks with Al Korelin, Segment 5. Listen also to Segments 1 and 2, Grant Williams.
Brent speaks with Mark Bunting on Market Call.
Brent speaks with Vanessa Collette.
Segment 6
Alex Letourneau interviews Brent.
At the Bar at PDAC with Brent Cook, Keith Neumeyer, Tommy Humphreys, and Alex Letourneau.
Jay Taylor interviews Brent on his internet radio show, "Turning Hard Times into Good Times."
Brent discusses his philosophy of exploration and where we are in the current downturn with Tekoa Da Silva, SprottGlobal.
Walking the Floor with Brent Cook
Walking the Floor with Brent Cook
Walking the Floor with Brent Cook
Walking the Floor with Brent Cook
Walking the Floor with Brent Cook
Brent answers calls and talks with Mark Bunting on Market Call Tonight.
Daneila Cambone interviews Brent at PDAC for Kitco News.
Resource Investing News speaks with Brent in Vancouver.
Brent talks with Carter Smith at the Cambridge show.
Brent speaks with Vanessa Collette at the Cambridge House conference
The Gold Report's JT Long interviews Brent.
Brent is interviewed by Alex Letourneau.
Brent speaks with Shelley Kraft at the New Orleans Investment Conference
Brent speaks with Al Korelin
Kitco's 5 Year Special: Brent speaks with Alex Letourneau.
Brent Cook and Rick Rule in conversation at the 2014 Precious Metals event.
Brent is interviewed by the TF Metals Report
Jay Taylor's "Turning Hard Times into Good Times".
Brent's distinguised panel at the Sprott Natural Resource Symposium.
Brent is interviewed by JT Long
In Segment 5, Brent talks with Al Korelin and Cory Fleck
Brent speaks with Shelly Kraft at the Vancouver Canadian Investment Conference
Vanessa Collette interviews Brent at the June Vancouver Cambridge House conference.
Tommy Humphreys interviews Brent.
Henry Bonner of Sprott Global interviews Brent.
Segments 6-8.
Brent speaks with JT Long.
A look at the junior resource sector.
Brent speaks with Bridgette Anderson
Al Korelin talks with Brent
Mining Minutes with Alex Letourneau.
Brent speaks with Shelly Kraft (Stock NewsNow) at the New Orleans Investment Conference.
Brent and Daniela Cambone discuss the fiscal wall the junior explorers face going into next year.
New Orleans Investment Conference
Karen Roche interviews Brent Cook.
Mining Minutes with Alex Letourneau.
Brent speaks with Al Korelin
Interview with Tommy Humphreys
At the Bar: Daniela Cambone speaks with Brent, Simon Ridgway, Doug Kirwin, Graham Brown et al. at PDAC
Kereport-- Weekend Edition
In association with the Financial Post
Brent talks with Tommy Humphreys
SNNLive Wall Street View with Shelly Kraft
Brent speaks with Bridgette Anderson at the Vancouver Resource Investment Conference
Brent discusses investment strategies at the New Orleans Investment Conference with Scott Gibson
What's ahead?
Brent Cook "At the Bar" with Mickey Fulp, Daniela Cambone, and Tommy Humphreys.
Brent talks with Tommy Humphreys at the Cambridge Toronto show.
Quinton talks with Daniela Cambone at the Denver Gold Forum
Brent speaks with Daniela Cambone at the Denver Gold Forum
with Scott Gibson
with Scott Gibson at the June Cambridge House Conference
Kereport Weekend Show: segment 5
Joshua Brown, The Reformed Broker, interviews Brent
Cambridge House World Resource Investment Conference, Vancouver
Turning Rocks into Money
Brent speaks with Mark Bunting and takes caller queries.
Brent speaks with Jim Puplava
Brent talks with Shelly Kraft at the Cambridge House 2012 Palm Springs
Brent speaks with Dominic Frisby of the GoldMoney Foundation.
Ellis Martin interviews Brent.
Brian Sylvester interviews Brent.
Brent speaks with Daniela Cambone and Mickey Fulp in Toronto
Brent speaks with Mark Bunting.
Segment 7- Al Korelin speaks with Brent
Brent talks with Al Korelin
At the California Investment Conference-- "Calling a spade a spade."
Brent speaks with Jim Puplava
Vancouver, January 2012
Brent speaks with Alisha Hiyate
Brent talks with Bridgette Anderson at Cambridge House, Vancouver
The Korelin Economics Report Weekend edition
At the New Orleans Investment Conference
Karen Roche talks with Brent at the New Orleans Investment Conference.
Korelin Economics Report Weekend Show
with Daniela Cambone and MIckey Fulp
The Korelin Economics Report-- Weekend Show
with Daniela Cambone and Mickey Fulp
Kitco Gibson Capital
Brent discusses Colombia and the Yukon with Al Korelin
A Streetwise Report with Karen Roche
A Streetwise Report
with Mike Norman, hardassetsinvestor.com
What Brent Cook looks for in juniors
(starts at 24:30 in) Financial Sense with Jim Puplava
The Korelin Economics Report
Given the declining global gold production, mining companies’ demand for reserve replacement and the acute dearth of new gold discoveries, there is no doubt that real economic discoveries will be exceptionally valuable...the opportunity for stellar profits is the best it has probably ever been. Identifying the few successes, however, will require vigilant and constant technical assessment of geology and drill results, always with an eye to mine economics.
Geologist Brent Cook, editor of Exploration Insights newsletter, has earned a reputation for recognizing which juniors have the best chance of beating the odds and where rocks have the greatest potential for producing profit. In this exclusive interview with The Gold Report, Brent shares some of his insights about which juniors have upside potential in this volatile market. Brent has examined properties in more than 60 countries and learned the investment side of the business from master Rick Rule.
With feet planted on the ground and eyes trained on balance sheets, professional geologist Brent Cook has earned a reputation for recognizing which juniors have the best chance of beating the odds and where rocks have the greatest potential for producing profit. Cook is Editor of Exploration Insights, and in this exclusive interview, shares some of his insights with The Gold Report readers.
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Sign up for our mailing list to receive the free Speculator's Checklist for Investing in Junior Mining report right away. Occasionally, we will also send you emails with links to interviews, articles, and more.
We will never rent, sell or give away your email address to anyone for any reason. Occasionally, we will also send you emails with links to interviews, articles, and more.