
businessOct 28, 202126:14pending
Expert Mining Sector Analysis with Joe Mazumdar: Valuing Developers, Recent M&A & 2 Stock Picks
About this episode
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He discusses the risks of investing in developers and mine constructors in this inflationary environment. Joe also 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.
Joe Mazumdar 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.
0:00 Introduction
0:45 Investing in developers during inflationary times
7:36 Avoid the golden runway? (year before commercial production)
9:49 World needs metals so projects will continue to be built
11:47 Recent M&A
16:27 Bear Creek Mining’s Corani project gets local support
20:55 Stock picks
Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar
Sponsor info: https://www.torqresources.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Joe Mazumdar 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.
0:00 Introduction
0:45 Investing in developers during inflationary times
7:36 Avoid the golden runway? (year before commercial production)
9:49 World needs metals so projects will continue to be built
11:47 Recent M&A
16:27 Bear Creek Mining’s Corani project gets local support
20:55 Stock picks
Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar
Sponsor info: https://www.torqresources.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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