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.
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.
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.
The drivers for gold demand; Fear drivers vs. Love drivers
Case study 1 showed the relationship between the current U.S. debt and the Fed’s balance sheet and the comparison to the 2008 Financial Crisis
Case study 2 tracked the gold price since the current pandemic outbreak
Case study 3 showed the shrinking supply of gold worldwide and a comparison to Palladium’s skyrocketing price following a supply deficit since 2014
Frank broke down the royalty model, its attractiveness, a comparison of their performance among gold spot price, NYSE Arca Gold Miner Index and the GDXJ ETF
How U.S. Global’s GOAUX index uses quantitative analysis to pick stocks
The effect of millennials using Robinhood for investing during the pandemic
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.
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.
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.
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.
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.
Rock Lefrançois, President & CEO of Columbus Gold (TSX: CGT) and Joe Mazumdar of Exploration Insight discuss the company’s world-class Montagne d’Or Gold Deposit, which hosts NI-43-101 Proven and Probable Reserves of 2.75 million ounces gold (54.11 million tonnes @ 1.58 g/t gold) at the Metals Investor Forum on Sep 6-7, 2019 in Vancouver, BC.
Heye Daun, CEO of Osino Resources Corp. (TSXV:OSI) and Joe Mazumdar of Exploration Insight discuss the company’s development of their gold projects in Namibia at the Metals Investor Forum on Sep 6-7, 2019 in Vancouver, BC.
Patrick Donnelly, VP Corporate Communications and Development of Trilogy Metals Inc. (TSX: TMQ) and Joe Mazumdar of Exploration Insight discuss the advancing exploration at the Upper Kobuk Mineral Projects ("UKMP"), high-grade copper-zinc-lead-gold-silver-cobalt properties in Northwest Alaska at the Metals Investor Forum on Sep 6-7, 2019 in Vancouver, BC.
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:
the current state of the mining sector and how the trade war between China and the U.S. is affecting it
where resource investors can find the best investment opportunities, including a quality copper company he just invested in as well as his two best performing stocks this year so far and a couple of interesting mining jurisdictions
when and how much a company should drill its exploration and development projects
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.
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.
February 12, 2019
- Cambridge House International Inc.
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.
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.
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.
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.
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.
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.
November 9, 2018
- Cambridge House International Inc.
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.
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 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.
September 21, 2018
- Precious Metals Summit Conferences
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.
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.
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.
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.
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"
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.
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.
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.
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.
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.
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.
(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.
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."
December 29, 2017
- Kitco News—Invest Like the Experts
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.
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.
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 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.
October 11, 2017
- VoiceAmerica - Turning Hard TImes into Good Times, with Jay Taylor Media
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.”
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.
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.
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.
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.
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.
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.”
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.
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.
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.
December 21, 2016
- Pre Conference Workshop – New Orleans Investment Conference 2016
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.
December 2, 2016
- 2016 Precious Metals Summit Conferences, Zurich and London
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.
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.
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!
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.
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.
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.
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.
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 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.
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.
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.
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.