There's Bargains in the Junior Mining Space, If You Know Where to Look

Рет қаралды 20,111

Күн бұрын

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Jeff Clark and Brent Cook draw on their decades of experience to give a masterclass on discovering value in the junior mining space. They discuss the factors they consider when evaluating companies, the red flags that make them think twice, and which questions are key to ask management, along with opening their portfolios to reveal the companies they believe will provide shareholder value.
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00:00 Introduction
00:40 Outlook on Gold Mining Space
05:27 Outlook on Silver Mining Space
09:22 How to Evaluate Mining Companies
14:36 Questions for Management
18:42 Getting Education on the Sector
22:25 Brent's Stock Picks
25:46 Jeff's Stock Picks
#gold #silver #juniormining

Пікірлер: 48

@mineralmedia888 5 ай бұрын

Whenever I see a Brent Cook video I stop and click. This has served me well as an investor in the jr mining space. Great interview, good work sir.

@PhongMike 6 ай бұрын

Great interview...I'm glad he mentioned Viszla Silver because I nailed it at rock bottom...very valuable. Thank you..

@stunn3r312 6 ай бұрын

I bought Jeffs picks about a year and half ago. I would be down 75% or more if it was not for Snowline Gold. That junior saved my ass.

@Exbozz 6 ай бұрын

That's how junior mining works.

@horatio59 6 ай бұрын

@@Exbozz I have 30 odd juniors in my portfolio.Some of the ones I had most faith in have failed miserably....ELO,ESK but BIG has made up for most of the losse,along wit IGO .Other juniors i like I am condfident will perform when sentiment reverses. I chart as well as look at what the experts say and recently took a big position in MUX

@horatio59 6 ай бұрын

NFG and IAU look crazy cheap down here ? WTF happened to WAM ?

@Exbozz 6 ай бұрын

@@horatio59 still confused about the movement in big, what they hit wasn't that significant imo and then q whole host of pumpernames jumped on

@markharrison1689 5 ай бұрын

Ppl surprised that most juniors go to $0 when they have no assets of drill results are poor.

@robertdagge200 6 ай бұрын

We are 50-80% down from the first time the fee-charging subscription 'experts' began saying miners were a 'great buy' - these guys need a new line of business..... I'm now convinced PM guys have goldfish memories. Pushing coys like Liberty Gold all the way down to -75%.....!!!!

@bruceberry5692 5 ай бұрын

Jeff gave me Hercules Silver, it's up 500%.

@Stocksavvypr0 5 ай бұрын

Great video on the nuances of junior mining investments. Fuse Minerals seems to be an interesting player with their lithium projects and IPO plans. Their approach to exploration in Australia could be a prime example of the opportunities discussed here. I would love to see an in-depth analysis.

@InsightBtc_ 5 ай бұрын

I agree, Would love to know more about fuse minerals!

@sebastianburnaz6760 6 ай бұрын

Excellent!

@ppjt6018 6 ай бұрын

There are 50 other mining companies that could get mentioned here, Jeff and Brent (are pushing what they own) and provide info...best takeaway is that a mining boom happens every 10-15 years, and it all depends when you bought your shares.

@darin7369 3 ай бұрын

They own those stocks because they are bullish on them. It wouldn't make much sense for them to talk about companies they aren't interested in. I'm sure there are some good ones they missed and maybe some bad ones that will lose them money. I personally like it when they mention the companies they like (ones that they put their own money on) because maybe there will be one or two that I want to take a closer look at myself.

@Oliver_Walker 5 ай бұрын

Hmm, interesting interview. I recently came across this junior mining company, Fuse Minerals. What are your thoughts on them, a junior exploration mining company in Australia? They have great backing from John Hancock and Warren Mundine They are going public. IPO applications are live. Listing date is 18 Dec 2023. Would be great to see a video on this! Looking forward to your reply 🙏🏻

@chrisg9852 6 ай бұрын

No disrespect to Jeff but he was talking highly about Pure Gold and USGD both of which I was invested in.......Pure gold literally went bankrupt and the stock to zero. I'm down 75% on USGD and can see that hitting zero too.........Juniors are simply a stab in the dark. If this is what "experts" recommend then it truly shows nobody knows anything!

@t4d7 6 ай бұрын

Sure is. I bought a handful of picks from Jeff Clark a number of months ago. A few are down 30-50%, some plus or minus 10 percent, and one I got a 5x on.

@paulm2041 5 ай бұрын

That's the game we play boys... if you aren't comfortable with the risk , don't play the game.

@cvgguy98 4 ай бұрын

Wouldn't GDXJ mitigate the risk of investing in an individual junior but still give good potential of participating in higher junior stock values?

@mikeware1002 4 ай бұрын

@@cvgguy98I’m down 29% including dividends since July 2020.

@mikeware1002 3 ай бұрын

@@cvgguy98 just be careful. Unfortunately, I bought GDXJ near the top July 2020. I’ve done nothing but buy all the way down for the last 3 plus years and have had my head handed to me. Just when you think it can’t go any lower…. It does!

@fredfarkle-bp9en 5 ай бұрын

Jeff Clark is a loving man, willing to share his knowledge to all FOR FREE get his daily emails

@tonycromby2704 5 ай бұрын

I wish i was investing now the prices are rock bottom, my portfolio of junior mining stocks are being annihilated, mostly down 60-80% since 2022, its carnage.

@thomasbeslanovits9163 5 ай бұрын

BY THE WAY MY BIGGEST BY FAR IS FORTUNA SILVER FSM THEY ARE MORE GOLD THEN SILVER NOW BUT A CASH COW AS SILVER MOVES UP THIS WILL BE A NICE KICKER. THEY DELIVER WHAT THEY SAY THE CEO IS A WINNER AND SO IS FORTUNA I THINK THE STOCK IS $10 OVER THE THE NEXT 2 YEARS I HOPE I'AM WRONG IT'S $20😊

@silverfox108 2 ай бұрын

No the crimex paper markets manipulation controls the silver and gold price. Been controlled since 1972

@leonfungi6997 6 ай бұрын

KNOWLEDGE IS POWER, GREAT INTERVIEW GENTLEMEN, THANKS!

@VancouverBrent 6 ай бұрын

Until true price discovery comes back to the spot market and the criminal regulators have been reined in one way or another and a new global spot market takes affect, no more investment in now dilution out miners for me ! Phys only.

@jeanpaulfelix4095 5 ай бұрын

First you need to know what is trending. and silver and gold miners are on the move already.

@paulm2041 3 ай бұрын

Best advice i can give on investing in juniors? Do NOT listen to these "experts". They always act in their own best interest and often are paid to promote certain companies. Do your own research, understand where you are at in the commodity cycle and understand why you are buying said stock. Study the lassonde curve closely and learn where companies are on it.

@sergeshoemaker5218 6 ай бұрын

After people lost in these moose pastures 60-80% they might be a bargain already but the stories are as beautiful as in the last 3 yrs

@justpete2748 6 ай бұрын

Jeezzz …. No idea how this video will turn out. One guest is one of the most intelligent, insightful and experienced people in the mining sector and the other one who is ….ermmm, not!

@petereggers4554 6 ай бұрын

Who is who? :)

@akesha4138 6 ай бұрын

I have no faith in Jeff. I have lost money on 100% of his picks in the last 12 months and longer. Blackrock, Liberty Gold and many others have been nothing but losers. Sorry for the news.

@goldismoney5899 6 ай бұрын

To Jeff's defense, the junior sector has got to be the hardest sector to "invest" in. Most juniors have gotten hammered over not just the past 12 months but the past 3 years. Very few have performed well. I probably own around 10 juniors. Of those one is up over 100 percent and one is flat. All the others are down somewhere from 50-90 percent. The only miners that have maintained their price levels are big royalty companies like WPM, RGLD, FNV. Even Franco got pummeled recently. Brutal environment under the criminal FED.