Gold Fund Manager on Cheap Gold Stocks, Slow Performance, The Junior Mining Curse, M&A, and More
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The mining and exploration space is highly likely to lose you money.
Failure is the norm and should be the expectation.
Don’t risk what you can’t afford to lose.
If you don't understand it, don't do it.
The minimum risk on anything mentioned in this publication is 100% loss of capital.
Read official company filings on www.SedarPlus.ca.
Timestamps
00:00 Introduction
01:50 Very important warning
03:10 What's happening with gold miners' earnings?
05:48 Why are mining stocks not doing better now?
07:07 What will make the mining stocks start going up?
09:10 What earnings reports disapointed Greg?
11:13 Are gold miners looking for M&A?
14:10 Should gold miners be paying higher dividends?
16:07 Should gold miners slow down production?
17:59 Are 'older' mining companies less risky?
20:30 Are only 'network' miners successful?
23:58 Are the gold miners doing enough to replace ounces?
27:40 Is this cycle going to repeat the same mistakes?
28:53 Who's next on the M&A list?
33:20 Where is the gold cycle now?
38:09 Are ratios really useful?
40:10 How long will the cycle of margin expansion continue?
42:10 What gold mining companies are the most undervalued?
44:10 What gold development companies does Greg like?
48:50 Is timing all that important?
52:15 What jurisdictions does Greg like?
55:58 How impact could tariffs have on Canadian mining?
58:17 Does Greg like gold royalty companies?
01:00:37 Will gold keep going up?
01:04:33 Very important warning - do not skip
This is an interview with gold fund manager Greg Orrell of the OCM Gold Fund.
