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@Newton Hello all. A question for @Tommy #JoeMazumdar and others.. maybe @WorldofMining At what point did you decide to leave your job? What was that like? Glad you did it? Any other colour on that seemingly important event appreciated by me and others, thanks. @tommy/mining-analyst-joe-mazumdars-vision-for-ethical-research
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@MiningBookGuy #Korelin Economic Report - Weekend Show - #Sprott Symposium http://www.kereport.com/2016/07/30/sprott-natural-resource-symposium/ I've only listened to @Brent_Cook and #JoeMazumdar so far. Both good interviews. What Joe was saying is music to my ears! It's clear these guys are not only focusing more on smaller explorers, but are much more open to the 'other' exchanges, like #ASX in Australia and #AIM in London. Joe used the example of $CDV.AX, which they made an excellent call on as a current pick. I hope to see more picks like this one over time, probably 2nd-hand since I'm not a subscriber (but this is the type of stuff that makes me want to become one!) https://explorationinsights.com/pebble.asp #ExplorationInsights Will listen to the other interviews soon too.
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@Newton Great to see #ExplorationInsight team getting new video content on youtube. #ceotv. https://m.youtube.com/channel/UCbDlajNSXrE5prfpApj4zVg #BrentCook #JoeMazumdar
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@MiningBookGuy WSV: Joe Mazumdar, Exploration Insights - Do's and Don'ts in Resource Investing | Stock News Now https://www.youtube.com/watch?v=vmjFbVSUC00+ #JoeMazumdar #ExplorationInsights #PreciousSummit #SNNLive great details here, listen carefully!
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anonymous The Colombia Gold Symposium will take place at the Hotel Estellar Milla de Oro in Medellin Colombia on November 15th and 16th, 2016. http://colombiagold.co/ The Symposium will feature presentations from Continental Gold $cnl , Red Eagle Mining $rd , Cordoba Minerals $cdb , AngloGold Ashanti, Gran Colombia Gold $gcm , Atico Mining $aty , Royal Road Minerals $ryr, CB Gold $cbj , Miranda Gold $mad and Rugby Mining $rug. #paulHarris #JoeMazumdar $gold $colombia $copper #Events
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anonymous METALS Investor Forum, SATURDAY, NOVEMBER 12, 2016 - SUNDAY, NOVEMBER 13, 2016, Vancouver, #events #gold #copper The companies presenting at the Metals Investor Forum are as vetted as it gets – they have already cleared the high hurdle of earning a recommendation from Brent, Eric, Brien or Gwen as companies with excellent management teams, great financials and promising properties @HRA-Coffin @GwenPreston #JoeMazumdar #JayTaylor #JohnKaiser https://metalsinvestorforum.com
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anonymous METALS Investor Forum, SATURDAY, NOVEMBER 12, 2016 - SUNDAY, NOVEMBER 13, 2016, Vancouver, #events #gold #copper The companies presenting at the Metals Investor Forum are as vetted as it gets – they have already cleared the high hurdle of earning a recommendation from Brent, Eric, Brien or Gwen as companies with excellent management teams, great financials and promising properties @HRA-Coffin @GwenPreston #JoeMazumdar #JayTaylor #JohnKaiser https://metalsinvestorforum.com
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anonymous The Colombia Gold Symposium 2016 in Medellin Colombia on November 15th and 16th, 2016 Agenda: http://colombiagold.co/agenda/ $cnl $rd $cdb $gcm $aty $ryr $cbj $mad $rug #paulHarris #JoeMazumdar $gold $colombia $copper #Events
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@Newton #JoeMazumdar starting with a literary angle at #PeciousMetalsSummit. The tragedy in the juniors challenge even Shakespeare!
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@Newton Why the focus on #fatalFlaws at #explorationinsights? Because juniors often do not have enough diversification to be able to survive a big problem with flagship asset. The fatal flaws are not unique to juniors, but they matter most there. #JoeMazumdar with #PreciousMetalsSummit
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@Newton Nice discussion of how he uses this lifecycle diagram of exploration company h/t #pierreLassonde. http://cdn.ceo.ca/1c1kk7j-IMG_20161102_134707.png+ #JoeMazumdar at #preciousmetalssummit
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@Newton "Now everyone is talking about fiscal discipline at the gold shows -- we will see how long that lasts." #JoeMazumdar
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@Newton Also an interesting comment about how the majors have cleaned up their balance sheets, so the projects that remain have fairly high (estimated) rate of return. It will be more difficult for juniors to convince majors to buy assets going forward... interesting comment from #JoeMazumdar there. Pretty sure has much more to say on the topic, but very good hook to the idea there!
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@Newton Ranking of which sources of information are most useful? http://cdn.ceo.ca/1c1kkof-IMG_20161102_135536.png+ #JoeMazumdar. Unique graphic there full of important opinion.
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@Newton Great examples of problems where mineralization did not prove as continuous/contiguous as we're expected... in high-grade vein deposit and in lower-grade open pit deposit. #JoeMazumdar #PreciousMetalsSummit.
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@Newton Interesting comments on #PascuaLama here. "Revise the footprint and maybe change the economics..." #JoeMazumdar http://cdn.ceo.ca/1c1kl6d-IMG_20161102_140359.png+
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@Newton Maybe you've seen this one before? $kam as global leader when look at (grade X recovery rate) for open pit, heap-leach projects. http://cdn.ceo.ca/1c1klep-IMG_20161102_140733.png+ helped #JoeMazumdar get behind Kaminak before takeover. #PreciousMetalsSummit
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@Newton Final comments by #JoeMazumdar. Know that you are taking on unknown-unknowns in exploration investment. Big companies have same risks too, but more concentrated for juniors. http://cdn.ceo.ca/1c1klkm-IMG_20161102_141132.png+ follow your investment thesis with every news release to check if things are following the script for a tragedy or not. Good talk #JoeMazumdar #PreciousMetalsSummit
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@Newton Wow! Great comment in questions about "does the major include acquisition costs in IRR calculation? We didn't and that's what caused a company full of 15%+ IRR projects to give a 5% IRR itself. Interesting comment that I had not heard before! H/t #joemazumdar
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@Newton Good to see discount to peers here http://cdn.ceo.ca/1c1nhfh-IMG_20161103_161852.png+ I wonder if $rab is a bit unloved or under-appreciated? It's first time I have ever heard of it #pmsummit but like what I hear so far! Could it be in that yawn-spot between small exploration plays and large producers? Something that I posted about yesterday in relation to comments by #JoeMazumdar at the conference, ties into Lassonde's "lifecycle of mining company" diagram.
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@Cgm #joemazumdar with exploration insights now
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@Cgm gold companies looking at growth margins rather than growth for growths sake - times are a changing #joemazumdar
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@Newton #JoeMazumdar here with a different talk from #pmsummit at #mif. Starting with reflections on his career and comparing company's goals. Costs and safety, versus production guidance. Subtle stuff that affects how the company behaves in the markets!
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@Newton "Basically $g said they cut their greenfield" wow! #mif. But Joe would argue that only way to find genuine new ounces (not marginal reserves re-added because of gold price increases) is greenfield. There is something important happening beneath the surface here with global gold industry's reserve base... Story becoming more involved with #JoeMazumdar at #ExplorationInsights. More than just "producers running out..." great insight at #mif!
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@MiningBookGuy MIF Nov. 16: Growth - Margin versus Volume - Joe Mazumdar https://www.youtube.com/watch?v=A0xJWwlrckQ+ #JoeMazumdar #MIF
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@Fried MIF Nov. 2016: Cordoba Minerals (CDB) - Mario Stifano https://m.youtube.com/watch?v=k53s7-qgxL4 #RobertFriedland #JoeMazumdar $cdb
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@MiningBookGuy @leafs RE: https://ceo.ca/mbgtrends?f9884700e112 - good post by you! People often dance around the topic of #newsletters in this industry. I agree that for many people they seem to be the "only source of 'indepth' look at the company". On your follow-up comments, I will immediately add that newsletter writers have a wide-range of how they get paid, and it's VERY hard to figure out the differences at first. Without picking on anyone, I will say that I personally 100% trust @Brent_Cook & #JoeMazumdar @JoeMazumdar for their unbiased views of companies with #ExplorationInsights. This does NOT mean they are always right. But they got paid a pretty penny by subscribers, and they consistently say they will never take money/shares/whatever from companies. There are a few other newsletters that are similar. But many aren't, and you just have to figure some of this stuff out through experience. On that note, I have a couple other things to share:
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@MiningBookGuy @TheDailyGold RE: https://ceo.ca/index?9fa1f74e3684 - great interview of #JoeMazumdar @JoeMazumdar at #MIF. some stuff i haven't heard him talk about before. thanks for sharing! :) #mbgtrends
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Mutt I posted an article (community article I'm guessing) summing up the entire BNN #BrentCook & #JoeMazumdar interview for those interested $IVN $MRZ $NHK $KNT $PVG $NCA $OGC $ME $TK $PG $CGP $WG $WRN $SSO $FCU $AU $SMF $DNA $NDM @Matthew/bnn-market-call-brent-cook-joe-mazumdar
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