GOLD Bull Run: You Are Not Too Late YET | Michael Gentile
Michael Gentile explains why the mining rally is still in its early innings. With margins rising, cash flow improving, and the sector tiny compared to tech, even a small shift in capital could spark massive upside. He lays out the risks, the coming wave of M&A, and why investors may not be ready for what’s ahead.
#gold #Mining #markets
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👨💼 Guest: Michael Gentile, Co-Founder
🏢 Company: Bastion Asset Management
🌎 https://www.bastion-am.com/
📅 Recording date: August 25th, 2025
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DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
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00:00 – Did you miss the miners’ rally?
01:30 – Margins & cashflow driving gold stocks
03:00 – “We’re only in the 2nd or 3rd inning”
05:00 – Tech rollover could spark gold boom
06:30 – The mining sector is TINY vs tech
08:00 – Dividends, buybacks & the growth dilemma
10:20 – Why juniors will be the takeover targets
13:00 – What would YOU do with $6.2B cash?
16:00 – Scarcity of shovel-ready projects
19:00 – Smart M&A vs dumb M&A cycles
21:00 – Reserve pricing games & risks
24:00 – Are conferences still worth it?
26:00 – Lack of greenfield exploration funding
28:00 – Bear case: dollar strength & fiscal tightening
32:00 – Michael Gentile on Europe & gold
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