The Fundamentals of a Mine – Live with Adam Rozencwajg

Published on
August 20th, 2020
Duration
59 minutes

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The Fundamentals of a Mine – Live with Adam Rozencwajg

Live ·
Featuring Adam Rozencwajg

Published on: August 20th, 2020 • Duration: 59 minutes

When it comes to investing in the miners, there is one thing that we all know - They are volatile. And while volatility is part and parcel of the game, one must always question whether riding that volatility is actually worth it. Finding the answer to this question comes down to one thing: understating the fundamentals behind a good mine. What should you be looking for when conducting research on a mining company? How important is its geographical location? How about debt levels or CapEx? What exactly does a good balance sheet look like? These are the questions we are going to tackle in this segment of Real Vision Live with Adam Rozencwajg, managing partner of Geohring & Rozencwajg. He’ll be sitting down with Max Wiethe for an expedition into the mines to give viewers an in depth understanding of how one should go about safely investing in these assets.

Comments

Transcript

  • RK
    Roger K.
    23 August 2020 @ 08:28
    Any gold mine recommendation?
    • DM
      Dean M.
      23 August 2020 @ 16:12
      Equinox, Sandstorm, Minera Alamos
    • MS
      Michael S.
      9 September 2020 @ 03:15
      If you don't know what you're doing, buy the royalty companies: FNV, RGLD, SAND, MMX, WPM, MTA, EMX
  • JP
    John P.
    28 August 2020 @ 18:31
    His passion and enthusiasm for his work shines through. Good content.
  • MW
    Max W. | Real Vision
    21 August 2020 @ 21:36
    You can find Adam's partner Leigh's interview form March 2018 with the legendary Jim Grant here: https://www.realvision.com/shows/the-jim-grant-series/videos/leigh-goehring
    • JL
      Julian L.
      27 August 2020 @ 05:10
      C
  • mB
    marc B.
    25 August 2020 @ 04:06
    Can we get some crypto miners on here. I want to learn how to mine my own digital gold!
  • DB
    Donna B.
    24 August 2020 @ 20:58
    Deep discussion in gold mines companies and commodities. Excellent. Thank you!
  • MC
    Michael C.
    23 August 2020 @ 09:10
    Of all the interviews done this week (and the Sprott/Fleck interview was good) this one has the richest content and offers the most value to retail investors interested in getting into mining companies. Yet from the votes so far and the lack of comments its the least viewed interview out of all of them. Go figure !
  • JL
    James L.
    23 August 2020 @ 06:41
    great talk Adam, thanks
  • EC
    Earl C.
    22 August 2020 @ 02:00
    Great job RV! This did a very good job of laying out a projected path that the resource industry is likely headed down for several important industries. I love leaning fundamentals.
  • EC
    Earl C.
    22 August 2020 @ 02:00
    Great job RV! This did a very good job of laying out a projected path that the resource industry is likely headed down for several important industries. I love leaning fundamentals.
  • AI
    Andras I.
    22 August 2020 @ 00:00
    Adam Rozencwajg: "[..] I think that the biggest driver of the bull gold market during the next 10 years which will take gold price ultimately over $10.000..which, I know, sounds ludicrous [..]" Rick Rule: "A price target, to me, that's witchcraft. Just higher. That's all I can really say, just higher."