Exploration Insights

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Gwyde
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Re: Exploration Insights

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Exploration Due Diligence: It’s all about the Next hole, Not the Previous One - Brent Cook



Video by Cambridge House and their short bio:
Brent Cook is an independent exploration analyst with 30 years of experience in both property economics and geology evaluations.
Brent received a BSc in geology from Utah State University in 1978. As a seasoned geologist, Brent's knowledge spans all areas of the mining business from the conceptual stage through to detailed technical and financial modeling related to mine development and production.
He has worked in over 60 countries and in virtually all geological environments, analyzing and providing commentary on proposed mine sites. In addition to writing Exploration Insights, Brent continues to advise funds and companies.

https://www.youtube.com/watch?v=DxvAZNodDBw

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Brent Cook of Exploration Insights at the March 2019 Metals Investor Forum in Toronto

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The companies presenting at the Metals Investor Forum are as vetted as it gets – they have already cleared the high hurdle of earning the coverage from the newsletter writers’ as companies with excellent management teams, great financials and promising properties.

All newsletter writers’ stress that the first quality on that list – excellent management – is essential to the success of a junior mining company. The problem is that it’s hard to assess management without being able to look them in the eye and ask the questions that matter to you. The Metals Investor Forum provides that opportunity.


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How to Profit From Mining Stocks With This Gold Price

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Gold’s rally will revive the junior mining market, according to Brent Cook of Exploration Insights.
“We’ve seen some major moves and there are some fundamental reasons behind that move in the gold price that I think are set to continue,” he said.
Junior mining companies will be benefiting the most in the long term, he said, as mid-tier and major mining companies will look to juniors for more resources and “the potential for major discoveries.”
Cook said he prefers the mining space over the physical metal, particularly favoring mid-tier and junior exploration companies.


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What Recent Rise in Gold Price Means for Mining Industry and Investors

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What Recent Rise in Gold Price Means for Mining Industry and Investors with Brent Cook (SNN Network)

In this Wall Street View, our host caught up with Brent Cook, Editor/Geologist of Exploration Insights to discuss rising gold prices, macro-outlook for resources, how politics affect gold prices, geopolitics and more!

For more information about Brent Cook and Exploration Insights: https://www.explorationinsights.com/


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How many quality gold deposits truly exist?

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"How many quality gold deposits truly exist?" is what Daniela Cambona asks when interviewing Brent Cook on the Beaver Creek Precious Metals Summit.



Brent Cook:
The gold mining sector faces a major challenge: overcoming dwindling economic reserves, said Brent Cook of Exploration Insights, and higher gold prices may not be what’s needed to keep miners in the black.

“The story is that we are going to run out of gold deposits. That’s not the case. What we are running out of is economic deposits, the discovery of economic deposits. There’s no shortage of marginal deposits or sub-economic deposits, and the question is, is the rising gold price going to fix all that or not?” Cook told Kitco News on the sidelines of the Precious Metals Summit in Beaver Creek.

Importantly, Cook noted his thesis is that 80% of deposits will be marginal at any price because they have fundamental flaws.

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Re: Exploration Insights

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Charlotte McLeod of Investing News Network is interviewing Brent Cook on the 2019 Denver Gold Forum:
Exploration will be the next big gold trend


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Gold is rising: Don't make this mistake ...

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The gold price is on the rise, but Brent Cook, co-editor of Exploration Insights, wants investors to remember they still need to do their due diligence on exploration stocks.

"I think what we saw a couple years ago — we haven't seen it that much this year — but a company would put out a good drill hole, and the stock would double or triple or quadruple. And you'd see it ramped up in the chat rooms, the bulletin boards would be talking about it, and everybody would be excited about it," he said when asked about common mistakes.

"But they didn't do the due diligence to recognize what that drill hole really represented, whether it was a twin hole, whether it was smeared grade, whether the structure they were drilling was really small."


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Re: Exploration Insights

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"Gold miners need to focus on self-funding and creating a stable business"

Joe Mazumdar of Exploration Insights is interviewed by Michael Mc Crae (Kitco Mining Reporter)



https://www.youtube.com/watch?v=qICBHZon1O4

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Re: Exploration Insights

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Brent Cook asks "So, What's Really Going On?" in a Panel Discussion at the Metals Investor Forum



https://www.youtube.com/watch?v=0pni3OvDfdU

The video was posted on 5 March and recorded on 29 Feb, immediatedly preceding the PDAC.

Though the Corona virus outbreak is repeatedly mentioned, panelists underestimate its impact. Many of them state having bought the first market plunge, which was to be the start of a cascading collapse.

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Re: Exploration Insights

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Youtube link: https://www.youtube.com/watch?v=J8smAQjpTss

Publishd by MiningStockEducation.com
11.4K subscribers
Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He also discusses his thoughts on several different commodities and what investment vehicles speculators might utilize to play those commodities. Throughout the discussion, Joe shares how he is positioning his personal resource stock portfolio.

Joe Mazumdar is co-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.

0:15 Introduction
0:55 Can all good mining projects get funded right now?
3:07 Uranium stock speculation now
5:13 Thoughts on copper
7:12 Type of Nevada project Barrick/Newmont Goldcorp will buy
10:12 Half of Joe’s portfolio is in prospect generators now
12:07 Do you invest in an explorer with news flow only once per year?
13:27 Thoughts on zinc and zinc juniors
14:39 Thoughts on tin
16:00 What Joe looks for in a commodity’s fundamentals
18:03 Bullish on palladium?

21:45 Thoughts on rhodium
23:55 Thoughts on rare earths
25:05 Final advice for 2020

Joe Mazumdar’s website: https://www.explorationinsights.com/

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