Good Sunday to you,
We Episode 3 of the New Orleans Series for you today and it is my pleasure to welcome veteran exploration geologist, Brent Cook, to the programme.
Normally both cautious and skeptical (in a sector that requires a lot of skepticism), Brent is buying, I’m delighted to report. Brent is a wise man and his words bear listening to by anyone who feels the need to speculate in the mining sector.
As always you can watch the video above, or listen as a podcast via Spotify, Apple podcasts et al.
Brent tells us why he believes we are still early in this mining cycle, he describes his experiences of previous mining bull and bear markets and gives his outlook for gold, copper and the wider exploration industry. Brent also explains how he evaluates companies, how to distinguish genuine mineral discoveries from expensive projects that may never become viable mines Brent also explains how he evaluates companies and decides when to sell. What are the warning signs Brent looks for?
This podcast is brought to you by the 🥇 The Pure Gold Company.
If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.
🌍 BRENT COOK & EXPLORATION INSIGHTS
Learn more about Exploration Insights, the mining research publication founded by Brent Cook and now edited by Joe Mazumdar.
ICYMI, here is this week’s commentary, a good one I thought:
The AI Revolution, the Coming Bust and What It Means for Investors
In case you missed them, look out for my interviews with Grant Williams and Peter Schiff from New Orleans. Well worth your time. More to come :)
And finally, if you have a minute to spare, I have recently put together a Coat of Arms. Here is the amusing story behind it:
Disclaimer:
I am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Small-cap stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor, if you have any doubts. Remember, markets can both rise and fall, especially in the case of small and mid-cap stocks. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose.
The value of gold is variable and can go down as well as up. Past performance is not a reliable indicator of future performance. Physical gold is not regulated by the Financial Conduct Authority, so the protections offered by the Financial Ombudsman and the Financial Services Compensation Scheme are not applicable. Tax treatments can change over time.
