Comments
Transcript
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JEWhat are the best index exposures here? I know GDXJ and SILJ are probably crap, but as the guest points out, picking winners can easily end in tears as well..
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CLThis fucking new model is garbage. I'm paying $300 a year for two sub par videos a week? Nothing is new.
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MLHe says Dundee is trading for 4 times FCF. The FCF is about $35M and market cap is $1B. What am I missing?
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DCSolid interview. For those seeking investment targets, time spent conducting due diligence on https://twitter.com/MineraAlamos/status/1273825689578463233 would be time well spent IMHO. Disclosure - holder of stock.
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KBYou
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WMGreat interview. Reinforced my bias to have 5% of my investible assets in selected junior (in addition to my 25% gold silver metal holdings).
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mBReally enjoyed Sean! Great insight. Amazed at how undervalued this sector is.
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WCI need subtitles please!
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BSShort gold miners
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SSSandstorm and Dundee Precious Metals are the two miners he mentions in this interview.
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NKHi Sean, How can we find out more about Equinox Partners LP? Currently your website is restricted to login access only. Thanks
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GSInteresting price action in Dundee the last two days.
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mlBitcoin, Cannabis, Junior Gold-miners - Real Vision 2020
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ARJunior minors is a very risky sector in a generals risky business If gold goes up as I expect, miners will go up to and tide will ease all the boats As crazy as I sound the fundamentals probably do not matter much as in order to make money you need "generalists" To allocate money to the sector and money will flow to majors or GDX, gdxj etfs You could hear it multiple times from Ross Betty that market wants larger/ liquid miners as passive flow will go without any conciderartion for functionals And the risk you take with single junior mine goes well beyond just geology
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RDGreat interview, I guess at least, as from what I understood. Due to the bad sound for a foreigner very hard to understand without subtitles.
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RMNice and insightful.
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PQGood talk. RV, your video sectioning and format is very commendable for getting the content from an interview and saving time.
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PGAppreciate the breakdown of individual names and the why....I'm aware of the reasons most/some guests don't delve deeper like this. Thanks!
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jsI don't think he's wearing any pants
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MBThe school of hard knocks. This guy has a good grasp of the sectors opportunities and many pitfalls. Well done!
Chapters
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What effect has your radically transparent investor letter from December had on your career?
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What is your market outlook?
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How do you approach constructing a precious metals portfolio?
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How do you find edge in the precious metals markets?
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Why buy precious metals and miners now?
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Gold in a Crisis
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How do you identify specific opportunities to add to your portfolio?
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Should retail investors concentrate or diversify within the precious metals space?
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How to Find Attractive Junior Miners
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What obstacles exist to investing in miners?
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What impact do passive investments have on the space?
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What impact does ESG have on your strategy?
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How often do ESG issues alter mining plans?
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What effect does US government policy on the dollar have on mining internationally?
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What is a company that you like and a company you don’t like?