Time Stamps Below
https://juniorresourceinvesting.substack.com/
It’s a tough resource market right now, with a lot of downward-pressured chop for most companies and a bleak prevailing mood. But this market hasn’t been totally ruthless - big time projects are still being rewarded big time. Here to break up the doldrums and despair a bit is a panel of recent winners to talk about their wins, how they came about, and lessons learned for investors hunting for the next one. Though none of these guy...
Time Stamps Below
https://juniorresourceinvesting.substack.com/
It’s a tough resource market right now, with a lot of downward-pressured chop for most companies and a bleak prevailing mood. But this market hasn’t been totally ruthless - big time projects are still being rewarded big time. Here to break up the doldrums and despair a bit is a panel of recent winners to talk about their wins, how they came about, and lessons learned for investors hunting for the next one. Though none of these guys really need an introduction if you follow the industry, joining me are: Chris Taylor. Current chair of Kodiak Resources (KDK.V) and former CEO of the famous Great Bear Resources which was sold pre-economics to Kinross for CAD$1.8B. One of my old favourites and one I did well on. Scott Berdahl. Current CEO of Snowline Gold Corp (SGD.V). If you’re in the sector and have a pulse you know this one. Up 75% over the past 12 months. 2.5 years ago it was trading for less than 20 cents. Now it trades around $5. Not bad. I guess. Brandon Macdonald. Current CEO of Fireweed Metals Corp. Another exciting winner that just keeps building off its success as positive news keeps coming from all angles for it (M&A, exploration, and partnerships). Currently up 165% over the past 12 months
Time Stamps
01:45: Brandon, Scott, and Scott tell the story of their success and the struggles
07:15: How much does management skill or personality matter to project success?
12:00: What are some risk mitigation strategies you look for as investor and executive
17:15: Thoughts on royalties and streams for financing
22:55: Advice on what to look for in management
29:20: Red flags?
32:00: Thoughts on paid marketing
36:55: What are some signs a company is pumping?
38:50: Thoughts on how companies disclose results and transparency (smearing, true widths, etc)
41:00: How important is a formal understanding of geology to success as an investor?
46:30: Company picks or what to look for.
52:00: How active are you in the market?
53:45: Camp food
56:00: Where is snowline in the mine life cycle?
58:00: What motivated Lundins to invest in FWZ?
59:20: How important are conferences to companies?
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