Скачать или смотреть Gold Miners That Actually Compound (Greg Orrell)

We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund.

With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners are making huge profits today, why investors still don’t believe it, and what discipline looks like in a true bull run.

From the dangers of “profitless prosperity” to the new role of M&A, geopolitics, and debt, Greg lays out the frameworks that separate the winners from the also-rans. If you want to understand how the next cycle in gold equities could play out, tune in.

We dig into where he’s finding value, the stocks catching his eye, how he builds a portfolio, what qualities he prizes in companies, and what he sees coming next in the precious metal arena.

Connect with Greg on LinkedIn here:   / greg-orrell-149857149  

Stocks covered: AEM.NY, B.NY, NEM, AUC, CYL, STN, IAG.NY, LUG.TO, ARTG.C, ORE, WAF, RSG, AAUC.TO

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▶️ CHAPTER TIMESTAMPS

00:00 Preview and Introduction
01:20 Gold Equities Lag vs. Gold Price
04:00 Historical Gold Cycles & Debt Dynamics
07:10 Sentiment in the U.S.: Tech vs. Gold
09:20 Cut-Off Grades & Mill Expansions
13:40 Agnico Eagle – Capital Discipline & Shareholder Returns
20:40 M&A Discipline in the Gold Sector
23:10 Storing Gold vs. Selling Production
23:20 AngloGold Ashanti – Silicon Project & U.S. Redomicile
28:00 Ausgold – Land Package Breakthrough
29:30 Saturn Metals – Heap Leach Ambitions
32:20 West African Resources – Burkina Faso Shakedown
33:40 Resource Nationalism Risk in Africa
36:30 Barrick Gold – Mali Exposure & Bristow’s Stance
37:15 Resolute & Allied Gold – West African Operations
38:10 Lundin Gold – Fruta del Norte’s Rise & Takeover Buzz
41:00 IAMGOLD – Côté Project & M&A Potential
42:20 Artemis Gold – Blackwater Outlook
42:30 Equinox Gold – Greenstone Project
46:00 NovaGold & Barrick – Donlin Challenges
47:30 Catalyst Metals – Plutonic, Trident & Growth Ambitions
50:30 Hedging Pitfalls – Bellevue & Regis Case Studies
53:30 Macro View – Gold’s Correlation to U.S. Debt

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⚠️ DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...