Expert Mining Investment Sector Insights from Seasoned Analyst Ron Stewart

Seasoned analyst Ron Stewart provides expert mining investment sector insights in this MSE episode. He comments on a range of recent M&A and jurisdictional activity. Ron shares what metal he sees performing the best over the next six to twelve months. And throughout the interview with host Brian Leni, Ron offers professional advice on a range of junior mining investment issues to help you grow as a sophisticated investor in this sector. Ron Stewart is the managing director of equity research at Red Cloud Securities.

0:00 Introduction

0:57 Influence of executive career on his role as an analyst

5:18 Institutional participation in the resource sector

7:03 LIFE financings

10:02 Opportunity in the royalty companies

11:29 Commonalities in recent M&A deals?

14:19 M&A and the impact of jurisdictional risk

16:25 Agnico’s investment in Foran

18:30 G Mining’s acquisition of Reunion Gold

21:07 Oko / Oko West consolidation?

22:43 Data Analysis

27:12 Time to buy optionality?

30:16 Misleading data?

32:15 Market makers role in the sector

38:47 Best performing metal in the next 6 to 12 months?

41:00 Red Cloud