Crazy Gold Valuations, Copper Premium, More M&A, and 3 Gold Stocks | Old World Talks
In this week’s episode of Old World Talks, I spoke with Jonathan Goodman about the crazy gold valuations, copper premiums, more M&A, and later on, I interviewed three gold companies.
More specifically, Jon Goodman from Dundee Corporation shared his views on the performance of gold mining companies. He also emphasized the need for improvement in data management practices.
Later on, we discussed the potential of M&A to sustain the industry. He also explained some strategies for identifying good exploration companies.
Dundee Corporation’s website: https://www.dundeecorporation.com/home/default.aspx
After the market overview, I interviewed three Gold Stocks, talking to:
1. Sendero Resources Interview with Michael Wood, Executive Chairman (TSX-V: SEND) - gold-copper stock with exposure to the Vicuña district, Argentina. This company has paid for the production of this interview.
Sendero Resources’ website:https://senderoresources.com/
2. Sitka Gold Interview with Mike Burke, VP Corporate Development (TSX-V: SIG) - gold stock with exposure to Yukon, Canada.
Sitka Gold’s website:https://sitkagoldcorp.com/
3. Gold 79 Mines CEO Interview with Derek Macpherson (TSX-V: AUU) - gold-silver stock with exposure to the Nevada & Arizona, USA.
Gold 79 Mines’ website:https://gold79mines.com/
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR SENDERO RESOURCES, WHO HAS PAID FOR THE PRODUCTION OF SAID ADVERTISEMENT.
NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does. Although none of the companies included in this episode have paid for the production of the video, still consider everyone herein biased.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Recap
00:45 Intro
02:00 Why are the producers lagging the underlying asset?
05:10 What can help the mining companies to improve themselves?
09:14 Why can’t you trust the data?
14:21 What’s Jonathan’s view on M&A?
30:30 What’s Jonathan’s view on JVs?
38:10 How to invest in junior exploration companies?
46:39 How did Jonathan handle his losses?
51:27 Contact details for Dundee Corporation
52:30 Sendero Resources Company Overview
59:25 Sendero Resources Interview
01:57:00 Sitka Gold Company Overview
02:02:28 Sitka Gold Interview
02:53:33 Gold 79 Mines Company Overview
02:59:20 Gold 79 Mines Interview
More specifically, Jon Goodman from Dundee Corporation shared his views on the performance of gold mining companies. He also emphasized the need for improvement in data management practices.
Later on, we discussed the potential of M&A to sustain the industry. He also explained some strategies for identifying good exploration companies.
Dundee Corporation’s website: https://www.dundeecorporation.com/home/default.aspx
After the market overview, I interviewed three Gold Stocks, talking to:
1. Sendero Resources Interview with Michael Wood, Executive Chairman (TSX-V: SEND) - gold-copper stock with exposure to the Vicuña district, Argentina. This company has paid for the production of this interview.
Sendero Resources’ website:https://senderoresources.com/
2. Sitka Gold Interview with Mike Burke, VP Corporate Development (TSX-V: SIG) - gold stock with exposure to Yukon, Canada.
Sitka Gold’s website:https://sitkagoldcorp.com/
3. Gold 79 Mines CEO Interview with Derek Macpherson (TSX-V: AUU) - gold-silver stock with exposure to the Nevada & Arizona, USA.
Gold 79 Mines’ website:https://gold79mines.com/
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR SENDERO RESOURCES, WHO HAS PAID FOR THE PRODUCTION OF SAID ADVERTISEMENT.
NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does. Although none of the companies included in this episode have paid for the production of the video, still consider everyone herein biased.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Recap
00:45 Intro
02:00 Why are the producers lagging the underlying asset?
05:10 What can help the mining companies to improve themselves?
09:14 Why can’t you trust the data?
14:21 What’s Jonathan’s view on M&A?
30:30 What’s Jonathan’s view on JVs?
38:10 How to invest in junior exploration companies?
46:39 How did Jonathan handle his losses?
51:27 Contact details for Dundee Corporation
52:30 Sendero Resources Company Overview
59:25 Sendero Resources Interview
01:57:00 Sitka Gold Company Overview
02:02:28 Sitka Gold Interview
02:53:33 Gold 79 Mines Company Overview
02:59:20 Gold 79 Mines Interview
