Looking for doubles and triples - why 20% to 30% gains aren't good enough for resource investors
10.8 هزار بار بازدید -
3 ماه پیش
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Equity financings continue to roll
Equity financings continue to roll in the resource sector, noted Kitco Correspondent Paul Harris.
This week Harris was joined by John Feneck, Founder & CEO of The Feneck Commodities Report.
The two discussed green and red flags of gold developers, and why few of them hit it out of the park. Key green flags are the network effect of key investors, like the Lundin Group and Frank Guistra, and management bench strength like US Gold with George Bee, although with the caveat of not knowing what their exit strategies are.
Equity finance continues to flow to the sector with upsized bought deals for Gold Royalty and Faraday Copper, and Centerra Gold making a strategic investment to take a 9.9% position in Kenorland Minerals.
Feneck also discusses why the silver metal and silver stocks are flying high, and looking like they have more room to grow as the gold:silver ratio narrows.
And, the USA implements 25% import tariffs on a number of critical minerals from China, which is likely to boost North American critical minerals explorers and developers.
00:00 Introduction and Welcome
00:29 Lundin Gold's Success Story
01:02 Challenges in Gold Development
02:07 Treasury Metals and Strategic Investments
02:55 First Nordic Metals and Market Opportunities
04:07 Investor Strategies and CEO Insights
07:53 US Gold and Permitting Success
11:16 Economic Studies and Market Expectations
12:38 Panama Mine Arbitration Quiz
14:14 Recent Financing Activities
16:24 Silver Market Dynamics
21:36 Critical Minerals and US-China Tariffs
25:38 US Presidential Election Impact on Mining
26:44 Notable Drill Results
28:51 Conclusion and Farewell
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3 ماه پیش
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