Joe Mazumdar of Exploration Insights offers pro insights on several mining stocks and recent sector transactions. He also discusses his junior mining stock exit strategy, how mine financiers approach new mine builds, U.S. minerals policy and his recent Peru site tour.
Joe Mazumdar is 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
0:16 Foran Mining $350M financing
2:35 Pan American Silver acquires MAG Silver
7:13 Gold producer valuations
8:43 Fund flows into gold stocks
9:38 Exit strategy
13:36 Negative copper treatment charges
19:52 Former Newmont exec leading US minerals policy
23:52 Modeled gold price for development financing
27:44 Poly-metallic deposits
29:53 Peru site tour
Joe Mazumdar’s website: https://www.explorationinsights.com/
Follow Joe on Twitter: https://twitter.com/JoeMazumdar
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