Expert Junior Mining Sector Insights with Pro Investor Joe Mazumdar (risks & opportunities)

Joe Mazumdar of Exploration Insights provides expert junior mining sector analysis of the current risks and opportunities for resource investors.  Joe 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 How does war affect a junior resource portfolio?

3:55 Commodity prices and the war cycle

5:07 Lithium sector

7:45 Snowline Gold: too high of a market cap to buy now?

10:00 What commodities are you most bullish on now?

15:17 Would you invest in a “keep the lights on” ExploreCo financing?

17:31 Cobalt investing

18:21 Silver

20:22 Mexican mining reform

22:05 Bolivia as a mining jurisdiction

23:00 Do you sell a junior after a take-over offer?

26:30 Most impressive recent financing?