Expert Junior Mining Sector Analysis with Pro Investor Joe Mazumdar (risks & opportunities)
Joe Mazumdar of Exploration Insights provides expert junior mining sector analysis of the current risks and opportunities. He provides commentary on the newly approved Mexican mining reforms as well as Chile’s lithium mining policy. Joe also shares his thoughts on Glencore’s bid for Teck Resources and discusses whether the financing window is open for juniors now. Finally, he describes a common mistake he sees resource investors making.
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
0:20 Mexican mining reforms
4:29 Mexican assets to be valued less now?
6:29 Less silver supply now from Mexico?
7:30 Chile’s lithium policy
10:05 Glencore’s bid for Teck Resources
13:27 Bristow’s comments re: acquiring projects not companies necessarily
17:26 Financing window for juniors opening?
18:48 Decarbonization movement & overlooked minerals needed
20:55 What resource investors are miscalculating right now?
