2020 Mining Investment Trends with Jamie Strauss
In this interview Jamie Strauss, discusses key trends in mining investment that he is observing and hearing about as we head into 2020. Jamie also provides an update on the progress of Digbee, which is a new data and research platform for the mining industry which matches appropriate experts with mining feasibility studies to create objective, original and concise reports.
In addition to founding Digbee, Jamie Strauss is the founding partner of Strauss Partners Ltd. He has worked as a stockbroker in the City of London for over 30 years specializing for 20 years within the resources industry. He was previously Managing Director of UK Equity product at BMO Capital Markets, prior to which he was a director of Hargreave Hale Ltd where he founded, developed and then sold a mining institutional sales and research department. Jamie started his career in 1986 at Strauss Turnbull (subsequently bought by Société Générale). Jamie has experience in sales, research, transaction structuring, IPO’s and syndication. He is a non-executive director of several mining companies.
0:05 Introduction
1:36 Key mining investment trends
3:25 Greater takeover premiums forthcoming?
5:33 Environmental, social and governance (ESG) trends
8:51 Where Jamie is focusing his investment dollars
10:51 Why do base metal royalties trade at a discount to gold royalties?
15:06 Update on the Digbee research platform
May 2019 interview with Jamie Strauss regarding the launching of Digbee: https://www.miningstockeducation.com/2019/05/jamie-strauss-equipping-investors-to-analyze-feasibility-studies/