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Michael Gentile: The Perfect Storm in Mining – Record Gold Prices and Undervalued Stocks
01:00:53
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2025/5/14
Palisades Gold Radio
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Introduction
Why Are Mining Stocks Undervalued Despite High Gold Prices?
What Are the Key Catalysts and Market Trends?
How Have Margins and Free Cash Flow Improved?
What Do Projections Show for the Mining Sector?
How Will a Global Slowdown Impact the Industry?
What Drives Capital Rotation in the Market?
When Is the Best Time to Enter the Market?
Understanding the Lassonde Curve and the Importance of Patience
Exploring Other Metals and Investor Sentiment
What Are the Challenges and Risks in Project Timelines?
The Role of M&A in Finding and Developing Projects
How Do You Rate Different Jurisdictions?
Development and Resource Estimation Strategies
Advice for New Investors in the Gold Mining Sector
Optimal Portfolio Weightings for Gold and Related Equities
Concluding Thoughts on the Future of Gold Mining
Shownotes
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