Cut the Wheat from the Chaff of Mining
Fergus Hodgson, 28 April 2017 
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Investment in precious-metals mining is extremely speculative. The strong downside and upside potential drives the approach of the Exploration Insights newsletter, published by Brent Cook and Joe Mazumdar. They focus on rejecting prospects, to zero in on the precious few that will garner returns down the track.
The content of this episode will be more technical for non-specialist listeners. Hang in there until the end, because both Brien Lundin and our guest, Mazumdar, give their wisdom on how one can get better acquainted with the industry. Mazumdar is an economic geologist and analyst, and he has experience that spans the globe, with formal education in Australia, Canada, and the United States.
Mariana Resources, which this week agreed to merge with Sandstorm, has prospects in Turkey. Brien Lundin and Joe Mazumdar explain how political volatility discounts their values. (Mariana)
Recommended Links
- Mariana Resources.
- “Mariana Resources Rockets on Merger Proposal with Sandstorm” by Oliver Haill of Digital Look.
- GDXJ Exchange-Traded Fund.
- “Fatal Flaws in the Junior Mining Sector” by Joe Mazumdar and Brent Cook of Exploration Insights.
Fergus Hodgson (@FergHodgson) is an economic consultant and Gold Newsletter‘s roving editor.
