Expert Mining Sector Analysis with Joe Mazumdar: Valuing Developers, Recent M&A & 2 Stock Picks

Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview.  He discusses the risks of investing in developers and mine constructors in this inflationary environment. Joe also provides commentary on Agnico Eagle’s acquisition of Kirkland Lake Gold as well as Calibre’s acquisition of Fiore Gold.  He also shares two royalty company stocks that he likes.

Joe Mazumdar is co-editor and analyst at Exploration Insights.  Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities.  He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:00 Introduction

0:45 Investing in developers during inflationary times

7:36 Avoid the golden runway? (year before commercial production)

9:49 World needs metals so projects will continue to be built

11:47 Recent M&A

16:27 Bear Creek Mining’s Corani project gets local support

20:55 Stock picks