Don Durrett: Gold & Silver Miners At Very Low Free Cash Flow Valuations Relative To Metal Prices
Jason Burack of Wall St for Main St interviewed returning guest, author of a gold and silver textbook on its 10th edition and creator of the largest database website tracking the most gold and silver stocks, including juniors, Don Durrett of Gold Stock Data https://www.goldstockdata.com/
Follow Don Durrett on X here: https://x.com/DonDurrett
Buy Don’s book here: https://www.goldstockdata.com/book.html
During this 50+ minute interview Don Durrett talks about how gold miners are at huge discounts on valuation relative to current metals prices based on free cash flow multiples.
Jason asks Don about recent mergers and acquisitions from Coeur Mining (CDE) and New Gold and Royal Gold and why larger senior miners like Barrick Gold have not been aggressive buying another gold deposit or junior miner.
Don talks about gold juniors in Canada that have raised capital to build a near term gold miner a new, low cost gold producer like Artemis Gold and Black Water, who plans to ramp up production up to 500k ounces per year.
Don talks about geopolitical risk in Africa and South America and which gold and silver juniors he likes.
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15 Comments
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Hey Jason. Good to see you
Brilliant discussion gentlemen. Thanks
Tether is loading up on more gold stocks. It is not digital gold 2.0 and superior to gold. They are backing the stable coin with physical gold tonnage and gold stocks with superior profit margins and free cash flow like precious metals royalty and streaming companies
Jeff Gundlach now warning about private credit meltdown soon?
https://www.investopedia.com/the-man-known-as-bond-king-says-private-credit-could-cause-the-next-big-crisis-gundlach-11850892
Guesses for next major deal for gold and silver miners?
Lundin Gold needs another mine outside Ecuador and Barrick Gold is overdue for buying a US or Canadian project
Reko diq is a tier 1 copper & tier 1 gold asset at the same time similar to fcx’s grasberg. I love Reko diq personally as a b shareholder. Copper always comes later in the cycle but I like having exposure to it. I think Don was talking about lumwana in Africa. That’s a copper project that b expanded. Great interview
Jason…u strive so hard to look smart you forget that u are the interviewer…not the INFO police. Sounds like u were one of the nerds that clung to being right because u never got laid in school. LET the guest have the sunshine!!!!!!
Have you seen Brent Johnson’s presentation in his analysis of the Genius Act? Revolutionary
https://youtu.be/Y1DhP_8mDy0?si=vVhPC-uHnMAZYUbg
You CAN'T reign in spending in an inflationary system long term. Buffett's been in cash for years now. I've quadrupled my pf in that time. No retail investor should be following Buffett's moves. He's in an investing class all his own. Good chat. Thanks Gentlemen.
Yes they do but they hedged way lower most to them. The miner are not risk takers with thier leaderships capital and would sell their sister for more money. Completely hedged
Great episode. Thanks
Really great dialogue, however there is this new technlology called "video." It'd be nice to see the two of you. Super discussion!
Indonesia will not be banning gold exports, but will be imposing a new export tax of up to (7.5 to 15)15% on gold products starting in 2026 (sort'a the same thing).