How to make money investing in gold is one of the hottest topics today and were here to bring you expert advice from industry insiders and CEOs.
In this video we talk with Brian Leni of The Junior Stock Review as well as Sean Roosen the CEO and Chair of the Board of Directors at Osisko Gold Royalties, and Jose Vizquerra the President, CEO, and Director of 03 Mining.
Brians rules of success with an Investment thesis and how to stay on top of the market are as follows:
* Look for value in the market
* Pick good people running solid companies that have a lot of cash
* These people need actionable investment plans with
* Great fundamentals and Value
* Little to no weakness in their market
We learn in a crisis that in the moment, most people are too scared to deploy cash.
For people who don’t have a daily focus on the market an investment in gold or gold equities should be at the top of the list.
Everything is setting up for higher gold prices. It is very possible we see gold at an all time high near $2000 per ounce by the end of 2020.
If you’re investing in a silver or a gold company you are investing in the people and their ability to execute.
Precious metals are very compelling assets right now. The world is heading towards electrification and the nickel market is only 2 million tons.
1 million tons of class one nickel will be used for the EV movement in the future. Battery makers are going to buy deposits that will become mines
to fuel the EV cars batteries.
Important aspect to consider when investing in a royalty company:
* Price to NAV
* Enterprise value to EBITA
* Price to cashflow
Investors should contrast that value with the risk associated with the company.
Two of the best royalty companies in 2020 are Osisko Gold Royalties and O3 Mining. Here are some important details for each company:
Osisko Group:
* Has access to cash from windfall lake project.
* Raised 400 million in cash through charitable flow through.
* 4th largest gold and silver precious metal streaming company in the world.
* 135 assets with 16 in productions
* 150 million in gross revenue with 91% to gross margin.
* Market Cap of $2.2-2.5 Billion dollars depending on the price of gold.
* Top paying dividend in the royalty space
* EBITA is top 1 or 2 in the industry
* Growth profile that is 140-150 thousand ounces of GEOs
Cost of Capital has been up and down in the last years. Many projects and assets acquired using deployed capital.
Osisko has a more complicated business model than most royalty companies due to its involvement with 135 assets -they are currently trading at a discount because of fast growth cycle practices- with investments in the diamond sector and had a small geopolitical setback.
Along with complete ownership of Barkerville Gold which raised $170 million to complete into fast track and feasibility.
The Short term growth potential in the pipeline is massive for Osisko. Cornerstone Assets:
* Victoria Gold Yukon
* Barkerville Gold Mines
* Canadian Malartic
* Eleonore
* Windfall lake
Osisko balance sheet:
Capital of $900 million
– $220 million in cash
– $421 million in undrawn debt revolver
– $260 million equity books
– $85 million in equity from Investissement Quebec
– $350 million of debt comping due in 2022
– 50 million of debt coming due in 2021
Listed on the NYSE as well as the TSX.
Ticker symbol for Osisko = TSX: OR NYSE:OR
Overview of 03 Mining: Started as a spinoff from Osisko mining. 03 focuses of three core buckets:
1. Advanced projects pointing toward production
2. Increasing resources
3. Advanced exploration showing footprint of the resource.
03 believes the Valdor Gold Camp will be a massive winner because of the amazing infrastructure in place including: Railroads, Roads, Power, Water, Sewage, along with the miners of exceptional ability
Notice to Viewers: Cambridge House conducts corporate interviews based on its assessment of the interest that its readers will have in them. Cambridge House may be paid a fee by the corporation interviewed. Cambridge house principals may from time to time buy and sell securities in the profiled corporations. Opinions expressed in this profile as they relate to the potential for projects, expectations about possible corporate spin-offs and potential for share appreciation are the personal opinions of the principals of Cambridge House. This profile is not intended to be a prospectus or other similar disclosure document and Cambridge House cannot assume responsibility for its accuracy or completeness. Cambridge House is a publisher, not an investment advisor and nothing in the profile should be interpreted as investment advice.
42 Comments
She’s gorgeous, she had me at her knowledge
Georgia Tucker, could tell me investing in rocks was a good idea and I’d whip my chequebook out 🤙
Happy to see that Brian Leni has worked out "How To Make Money Investing In Gold 2020": By joining another corrupt band of pay-to-play promoters. You look at home already, newbie.
boring
My money is on gold mines..Centamin…
Great interview Georgia. Brian really breaks down his investment framework and I had some good takeaways.
WOW, Georgia!
The title is misleading…
N
Sign up for weekly insights from leading investors and a free guide to resource investing –> CambridgeHouse.Club
Can I use Robin hood app to buy?
The dollar is falling against gold? $20 per ounce in 1920, $35 in 1935, $800 in 1980, $2,020 in 2020. That is a 100 year trend.
Great forum.Something about precious metals ladies,on point and alluring.
I BOUGHT SPY PUTS AND MADE MAD FUCKING MONEY!!!
Yup, Kinross is looking solid right now at 8.40…. Loving the dips just keep on stacking
Wow-Georgia on my mind what a beautiful lady! Hard to concentrate on the information presented.
Peter Schiff, Robert Kiyosaki, & other big investors keep preaching to buy gold, silver, & crypto. Peter Schiff has said repeatedly not only to buy gold and silver but to buy mines. I remember in the early 2000's gold rose from $300 to $1,700 but the gold mines rose to the thousands and millions of 💰. I sold my $AAL because the 2nd wave of COVID19 is hitting all the first U.S. 🇺🇸 states starting to close again. One County in California has shut down. And the Government is waiting for all the protesters, rioters, & looters not wearing masks and did not practice social distancing to have COVID19 cases rise higher than the first wave. If this happens than Global Depression because the whole world depends on America. Time to buy Gold, Silver, and Gold & Silver Mines $GDX $GEGI $ASM $LODE $CGRA $ AUY $NAK and Cryptocurrency. If Bitcoin rises so will all the Altcoins like Stellar, Litecoin, Ethereum, ripple, Dogecoin, Batcoin, Dark Note $XDN, and other Cryptocurrency. 📈🚀💰💰💰
what a great interview! NOT!!! Another sage late to the party. NEXT
Talks to much like he knows something groundbreaking. She looked bored the first five minutes from.listening to this savant!
Who is this marvelous lady who’s making me watch this video twice to gain the knowledge of what was said
Nice Name
What about holdings till?
Wen to Buys?
Is it sure
Tell me what happened whit the reserve yes
WOW
Ontario New Gold
It’s getting better Nice
Tru protection of Wild Life
Good show like
Invest in what you believe Home
Tell me about ASBESTOS Quebec
She looks bored.
This article got me to look further. Gold makes so much sense. https://www.channelchek.com/news-channel/Gold_is_the_New_Green
Gold is more of a hedge against inflation, a way to keep one's purchasing power than a way to make money…
I want to invest in gold, silver and copper mines
Can someone tell me good ones to pick?
Thanks!
Post more content like this
Generic comment about Georgia's beauty.
Gold is an awesome investment
But bitcoin is the future
Why was georgia tucker hired?
Georgia Tucker r u related to Eb Tucker?
To be Sincere I've always preferred Forex trading since I've been investing and trading with Mr Marcus Hilton (profittrade_with_marcus) thru iG he's the best expert ever. Throughout the outbreak of the Corona virus, lockdown and quarantine even till now he always kept he's words by helping me maximize my capital through trading to generate more than enough weekly profits for myself and my family. We really want to say a big