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The answer depends on what type of investor you are: Short-term v Long-term. It will also depend on the stage of the company: exploration, development, or production. We are joined by 3 seasoned CEOs who help us understand the changing dynamics of the economy and metals pricing to determine how we as investors can select better investments for our portfolio. We discuss management structure, skillset, and planning. Jurisdiction has always been important but with demands on CSR, ESG, permitting, and licensing increasing costs and cost of capital, just how much strain with it put on some balance sheets, especially explorers and developers? Yes, we look at conventional data analysis and ratios, but new factors and thematics are starting to affect the way we value mining companies as they try to climb the value curve. But what are they? And once you know, can you win big or should you lower your expectations?
By Crux Investor4.8
3232 ratings
The answer depends on what type of investor you are: Short-term v Long-term. It will also depend on the stage of the company: exploration, development, or production. We are joined by 3 seasoned CEOs who help us understand the changing dynamics of the economy and metals pricing to determine how we as investors can select better investments for our portfolio. We discuss management structure, skillset, and planning. Jurisdiction has always been important but with demands on CSR, ESG, permitting, and licensing increasing costs and cost of capital, just how much strain with it put on some balance sheets, especially explorers and developers? Yes, we look at conventional data analysis and ratios, but new factors and thematics are starting to affect the way we value mining companies as they try to climb the value curve. But what are they? And once you know, can you win big or should you lower your expectations?

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