GGPChat

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.

00:00 Overall sentiment about the mining sector
3:48 When will mining stocks decouple from the S&P trend?
4:37 Criteria of selecting a "good" company
7:04 Top 3 U.S. mining spots
8:17 How can investors figure out jurisdictions?
9:17 Investment opportunities outside gold/copper/nickel
11:00 Will we see more M&A activity within the sector?
12:00 Tips on investing in the space
13:20 Where is the greatest opportunity?
14:01 Final thoughts on investing


youtu.be/hPOOJHvG0so

I enjoyed this one, - I think its becuase I realised the wait is nearly over for the wider Macro to play out

A good watch that.

Like the point he was making about the story not working... looking at the continuing results that do live up to expectations so to speak.

That has not happened here! In fact, the opposite...

He finished with the word 'patience' !

Thats something many have and continue to show here and has hard as this as been at times...time is ticking by and we get closer to hopefully that being rewarded for us all.

GLA