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Tuesday Night Twitter Spaces
I'm thrilled to be asked to speak about mining and metals at Nyetgoldblum and Jleqc's "High Energy Tuesday" Twitter Spaces (4:30pm MST on Feb 7).
In addition to discussing my favourite topic, the value of SEDI, I will be speaking about the Lassonde Curve. If you're investing in junior miners, it's a tool you should familiarize yourself with.
I am often asked about the impact a recession could have on metals & mining. I came across this fabulous article today from White & Case, which covers inflation, deflation, and other risks that commodity investors need to be aware of in 2023.
The key quote I hope folks will take away from it:
Sector participants need to maintain the long view to put themselves in the best strategic position possible regardless of where the global economy goes in the next 12 to 18 months.
Definitely a recommended read; at 16 minutes it's a lengthy piece but well worth you time.
I hope Tuesday night you will find that I was worth some of your time too!
Visual Capitalist
Visualizing the Life Cycle of a Mineral Discovery
Building a mine takes time that poses risks at every stage. This graphic maps a mineral deposit from discovery to mining, showing where value is created.
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