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Podcast: Mining Stock Education
Episode: Gold’s “Very Unusual Circumstance” Means Somebody is Wrong says Fund Manager Adrian Day
Description: Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian explains why gold and gold stocks are presenting a “very unusual circumstance.” He shares his take on a variety of recent mining transactions and jurisdictional happenings. Adrian also reveals the qualities he looks for in a senior miner.
0:00 Intro
0:53 Lundin/BHP's deal for Filo Mining: Bullish Argentia?
4:20 Agnico's investment into Foran Mining
7:37 Copper sector M&A
11:12 Canadian government blocks Zijin's Solaris investment
16:35 What does it mean to understand a jurisdiction or culture?
21:28 Rising gold price risk
25:15 “We are headed toward...