Comments
Transcript
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DSAmazing interview! Thanks Max for asking the questions and thank you Irwin for sharing from your many years of experience navigating treacherous waters. That was helpful. Hope to see you again on RV very soon!
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AFIn my opinion, this particular interview did not go so well. Mr Irwin didn't seem as prepared as he could have been, nor did Max. I came away with an "essence" more so than "hard particulars" with regard to the stated topic: avoiding getting you a** handed to you in the junior mining sector. (Having said that, I'll certainly check back for Mr. Irwin's list.) Questions that could have been asked but weren't: 1.) What constitutes a world class gold or metals discovery? 2.) How does one go about researching which companies are just reincarnated scammers showing up for the Nth cycle with the same shitty asset and/or same scamming management. 3.)
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DDThis was awesome! Will watch again as soon as I can. Really hope to see Warren back at some point
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JLanyway to get specific names of outright crooks, charlatans, etc which have committed fraud in the past? i figure in the bull market these people will resurface and try to deceive investors again.
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NSHi all, please find here the transactions history on CGP FYI. https://ceo.ca/api/sedi?insider=&symbol=CGP&date=&transaction=&amount=&undefined[company_symbol]=CGP
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DSGreat interview!
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JSPlease invite him more often. Would like to hear more from his POV on the current cycle and current gold supply/demand. Thanks.
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NLgood stuff. More of entertainment for me though as I play in the same market segment and share same views so there wasn't much to learn. It kind of gave me bit of assurance that I am on the right track in terms of how I evaluate juniors and that is it the right place to be for small investor. I too see Cu and Ni as best picks of the base metals. Nickel more of a short - medium term and Copper as longer term investment. Targeting juniors who explore for Cu/Au deposits is my main strategy but also follow pure gold stories and silver and platinum. Mid tier gold miners in Oz are now expensive but if we see price of gold corrects another $100 markets always panics and punishes these miners to a point where they trade as if price of gold fell $500.
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dwWarren is an insanely successful investor, if people new what his fund has returned there minds would be blown. I believe in 2016 his fund was the best performing fund in the world. For him to be this down to earth is awesome. Nice gems of insight into the miners and also his views about the psychology in bull and bear trends. Please have him back to speak about Uranium, Copper and Nickel, in the future. Max thanks for bringing him on.
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VSMax, could you address the question asked about novagold? You seemed to know about it and the name is very familiar here at RealVision.
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AMI'll never forget the pure unadulterated exquisite joy of holding Aurelian Resources at 50cents and riding it to $30 - it was like having an ATM in the back garden for a few fleeting months. Then I lost a big junk after the election of a left wing politician! Kinross overpaid and couldnt get a deal with the Ecuadorian government. Then Lucas Lundin stepped up to the plate. Lundin Gold has been a good performer this last 18 months, but providing nothing like that joyous moment when Aurelian hit 189m @ 24grams per ton!!
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LAPleasantly surprised with this interview! Thank u Warren for making this so entertaining & educational.
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MWYou can find Warren’s article on his experience making money trading mining fraud Bre-X both long and short here: https://ceo.ca/@WarrenIrwin/2016s-top-hedge-fund-manager-relives-historys-greatest-gold-scam
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MWHere is the link to Warren's list of 56 things to watch out for https://rvtv.io/2FDCkA6
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BPFantastic interview. Enjoyed Warren's perspectives. Please have him back more often.
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SBThat was great.
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RKJunior miners are still private companies. How a retail guys would buy their shares ???
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FFWow, bookmark this interview and come back at the beginning and end of every precious metals cycle.
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GWSo much good advice, equally applicable to junior oil exploration companies.
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DHSince apparently not all agree here, I found this to be a fun and useful reminder as to the realities of the culture of these micro cap explorers, dreamers, promoters, and adventurers. His job sounds like a ton of fun and it seems his level of involvement in the community is invaluable. That is, don’t do it at home unless you are going to get in a deep as he.
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BEFantastic interview. Much appreciated perspective as someone who just went out on the risk curve into junior miners.
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GHExcellent talk. This alone was worth the cost of a subscription, particularly the discussion on the end of the bull run and what to watch for re the juniors. Kudos.
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CORepect for not talking his book or trying to pump the stuff he want's to "weed" out of his garden.