In this episode, Andy connects with Keith Schaefer to discuss the current state of metal prices and gold’s position as a hot commodity. Keith provides insights into the junior mining sector, focusing on the importance of management quality and share structure when evaluating mining investments. They discuss the potential of companies like Luca Mining and Calibre Mining, highlighting key catalysts for a promising stock re-rate. Additionally, Keith shares his views on the oil and gas market, emphasizing the efficiency gains in oil field services and the importance of choosing the right investment teams. Finally, practical advice is given on evaluating mining companies, emphasizing the significance of understanding a company’s cap table and share structure.
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00:00 Introduction to the Current Market Trends
00:56 Reconnecting with Keith Schaefer
01:50 Insights on Junior Mining Sector
03:46 Challenges in the Exploration Side
04:41 Importance of Management Quality
05:25 The Issue with Warrants
08:11 Evaluating Mining Investments
12:32 Oil and Gas Sector Analysis
14:24 Advice for New Investors
16:44 Macro Expectations and Final Thoughts
20:44 Contact Information and Farewell
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I'll take those cheap explorers/developers thankyouverymuch.