We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Pro Insights on Several Mining Stocks by Analyst Joe Mazumdar

Pro Insights on Several Mining Stocks by Analyst Joe Mazumdar

2025/5/19
logo of podcast Mining Stock Education

Mining Stock Education

AI Chapters
Chapters

Shownotes Transcript

Joe Mazumdar of Exploration Insights offers pro insights on several mining stocks and recent sector transactions. He also discusses his junior mining stock exit strategy, how mine financiers approach new mine builds, U.S. minerals policy and his recent Peru site tour.

Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:00 Introduction 0:16 Foran Mining $350M financing 2:35 Pan American Silver acquires MAG Silver 7:13 Gold producer valuations 8:43 Fund flows into gold stocks 9:38 Exit strategy 13:36 Negative copper treatment charges 19:52 Former Newmont exec leading US minerals policy 23:52 Modeled gold price for development financing 27:44 Poly-metallic deposits 29:53 Peru site tour

Joe Mazumdar’s website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/