Expert Mining Sector Analysis & New Top Stock Pick with Joe Mazumdar
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He analyzes the Gold Fields-Yamana merger as well as Hecla’s purchase of Alexco. Joe discusses signs to look for when discerning a bottom in the mining sector. He also offers his commentary on Royal Gold’s purchase of Great Bear Royalties, Rio2 Limited’s permit denial in Chile and Equinox Gold. Finally, Joe mentions risks for mining investors in H2 2022 and ends by sharing a top new stock pick
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
0:24 Gold Fields-Yamana merger
3:43 Merger signifies near-term sector bottom?
5:39 Discerning a bottom in the junior mining sector
6:58 Hecla buying Alexco
10:44 Royal Gold buying Great Bear Royalties
12:03 Rio2 Limited’s permit denied by Chile
16:55 Biggest risks H2 2022 for mining investors
18:45 Equinox Gold at all-time lows
19:29 Shares top stock pick