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From Hype to Fundamentals: How Smart Money is Navigating Mining's Wild Ride | Webinar

Ahead of Precious Metals Summit Zurich, Steve de Jong sits down with veteran investors Rick Rule and Neil Adshead to unpack how “smart money” is navigating one of mining’s wildest market cycles.

They explore the transition from hype to fundamentals, discussing where we are in the cycle, how disciplined capital is being deployed, and what separates genuine value creation from speculation. From parabolic financings and the return of M&A, to the role of technology, “super-juniors,” and the next leg of the gold bull market, this conversation dives deep into how investors are thinking about the market today.

Whether you’re managing capital, raising funds for an exploration company, or trying to understand what drives the market cycles in this industry, this discussion delivers insight into how to navigate the wild ride.

Don’t forget to like and subscribe, then share this episode with someone who’s interested in investing in mineral exploration or heading to the Precious Metals Summit in Zurich.

Disclaimer: The content of this video is for informational purposes only and does not constitute financial, investment, or other professional advice. The opinions expressed are solely those of the participants and may not reflect those of VRIFY. Always conduct your own due diligence or consult a licensed financial advisor before making investment decisions.

Connect with us:
Steve’s LinkedIn:   / steve-de-jong-06241544  
Rick’s LinkedIn:   / rick-rule-1058921a  
Neil’s LinkedIn: https://www.linkedin.com/in/neil-adsh...
VRIFY on LinkedIn:   / vrify  
Precious Metals Summit: https://www.precioussummit.com/

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#mineralexploration #miningtechnology #explorationinvesting #mininginvestment #criticalminerals #investmentstrategy #investmentstrategies

00:00 Intro & why this matters (Zurich summit context)
01:17 Neil’s mandate: Allocating capital to explorers
03:30 Rick’s focus: Education, metals-as-collateral bank, “old money” lens
05:31 Where we are in the cycle: Hype vs. quality; trimming risk
11:41 Financing window: Dilution, warrants, and who really benefits
17:23 Reality check on juniors: Over-capitalized sector; fund the top slice
21:22 M&A returns: Probe deal and scarcity of large buildable assets
36:39 Separating wheat from chaff
54:34 Exploration efficiency: Why majors back teams; the ‘super-junior’ idea
1:11:40 Gold drivers & outlook: Debt math, inflation, and digital gold
1:25:45 Key takeaways & close