Want to create an interactive transcript for this episode?
Podcast: Mining Stock Education
Episode: How to Speculate in Mineral Exploration Stocks with Geologist Joanna Ponicka
Description: “A lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.”…“We have to improve something about the industry; where the capital goes. It has to start going into smarter projects,” shares investor and exploration geologist Joanna Ponicka of Equivest Capital.
0:00 Introduction
2:27 “Start with the project”
5:28 BHP Xplor program
7:49 Driver of senior miners investing in juniors
10:10 Majors vs juniors’ explo...