Expert Mining Investment Sector Insights from Seasoned Analyst Ron Stewart
Update: 2024-08-21
Description
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
https://redcloudsecurities.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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
https://redcloudsecurities.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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