“A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into smarter projects,” shares investor and exploration geologist Joanna Ponicka of Equivest Capital.

0:00 Introduction
2:27 “Start with the project”
5:28 BHP Xplor program
7:49 Driver of senior miners investing in juniors
10:10 Majors vs juniors’ exploration goals
18:29 Cost of discovery increasing
24:46 Europe: jurisdictional risk
29:47 Copper exploration
33:26 Timely greenfield discoveries
35:10 Agnico Eagle’s nickel investment
37:31 ESG

https://www.equivestmetals.com/
https://x.com/equivest_explor

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