Profit from The Antimony Bull Run with Analyst Joe Mazumdar
Joe Mazumdar of Exploration Insights reveals how he is safely playing the antimony bull run. He comments on Barrick’s potential redomicile to the USA. And Joe talks about the resource sector significance of President Trump’s executive order directing the Justice Department to pause prosecutions of Americans accused of bribing foreign government officials while trying to win or retain business in their countries. Also, further topics discussed are why ASX African projects are valued higher than TSXV comparables, Discovery Silver’s recent Porcupine Complex acquisition from Newmont and how managed money operates in the mining sector.
Joe Mazumdar is 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
0:46 Barrick’s potential redomicile to USA
4:24 Antimony catalyzes Stibnite Gold project permitting?
9:34 Safely profit from antimony bull run
11:27 Bribes and global mining
15:20 ASX Africa valuations higher
17:33 Discovery Silver acquires Newmont’s Porcupine Complex
19:10 Newmont’s project overhang gone…Developer re-rate now?
20:47 Resource sector Smart vs Dumb money
25:12 Mining sector managed money
31:23 Africa trip reflections