Finding Resource Investing Opportunities in Today’s Market with Mining Analyst Derek Macpherson
Derek Macpherson is both a mining analyst and the CEO of 2 publicly traded companies: Gold79 Mines (AUU:TSXV) and Olive Resources Capital (OC:TSXV). Derek began his professional career as a metallurgist in the steel manufacturing business, which he then left to become a full-time mining analyst. In this interview hosted by Brian Leni, Derek reveals where he sees opportunity in the current resource market. Also, he describes the setup needed for a M&A frenzy, what catalysts may turn sentiment, a detailed discussion on analyzing developers and much more.
0:00 Introduction
1:34 Beaver Creek / Denver Gold Forum
6:00 Catalyst for M&A?
10:02 Sentiment Change in the resource sector
13:06 Where is the opportunity in the market?
21:06 Today, where do we stand on the spectrum of risk?
27:18 Critical Minerals versus Recession
32:58 After-tax IRR under 20%
37:36 NPV to CAPEX Ratio
46:21 Gold79 Mines (AUU:TSXV) & Olive Resource Capital (OC:TSXV)