Amir Adnani's name should never be uttered in the same breath as any of the other management teams you mentioned as quality stewards of capital.
He has built nothing but a very high-quality marketing company with shit assets. UEC is a poster child of everything wrong with the Canadian mining industry.
Curious to learn about your framework as i am keen to stress test my personal gold longs: EQX, ARTG, KNT, GOT
Start with AEM, LUG and GMIN
Sounds good
Well said, so true and thank you.
Amir Adnani's name should never be uttered in the same breath as any of the other management teams you mentioned as quality stewards of capital.
He has built nothing but a very high-quality marketing company with shit assets. UEC is a poster child of everything wrong with the Canadian mining industry.
Looking forward to the Uranium reports: UEC (Amir Adnani) and LEI are some of my largest holdings. Curious so see your take on it Alex.
Barrick, Newmont, Kinross, Alamos
I find the streamers interesting - like WPM, FNV, RGLD - which own parts of the biggest mines often.
It would also be interesting to focus on why AEM & KGC have been leading, while NEM & B have been lagging (amongst the biggies). And will this change?
And why do the Lundins appear to be more successful in most of their mining companies, while most others not (at least not to the same scale).
Can also please write about how to look at exploration companies? Cheers.