How Investors Should Value Mining Companies!

The answer depends on what type of investor you are: Short-term v Long-term. It will also depend on the stage of the company: exploration, development, or production. We are joined by 3 seasoned CEOs who help us understand the changing dynamics of the economy and metals pricing to determine how we as investors can select better investments for our portfolio. We discuss management structure, skillset, and planning. Jurisdiction has always been important but with demands on CSR, ESG, permitting, and licensing increasing costs and cost of capital, just how much strain with it put on some balance sheets, especially explorers and developers? Yes, we look at conventional data analysis and ratios, but new factors and thematics are starting to affect the way we value mining companies as they try to climb the value curve. But what are they? And once you know, can you win big or should you lower your expectations?

Orin Baranowsky, CFO of Treasury Metals (TSX: TML)

Doug Silver, Chairman of Chakana Copper (TSX-V: PERU)

Blaine Monaghan, President & CEO of Pacific Ridge Exploration (TSX-V: PEX)

0:00 – Panel Overview
1:15 – Overview of the Companies in the Market that are Ready for Investment
2:08 – British Columbia for Mining Explorers
3:19 – Perspective on How Company Reboots
4:28 – Attracting a Specific Type of Investors
5:56 – How a Starting Company can Insert into the Market
8:02 – Confidence in Their Own Management Teams
11:31 | 24:44 – Advice for Retail Investors who are Looking for a Resilient Company
13:51 – Considerations in Project Acquisitions
15:06 – Perspective on the Capital Raising Events in 2020
18:14 – How Investors Should Value Mining Companies
21:56 – Considerations in Joining a Company
27:16 – Perspective on Mining Jurisdictions in Different Locations
28:35 – Realities in Operating in Nevada
31:37 – Surviving this Mining Market Cycle
37:48 – Company Pitches to Investors
41:26 – Outro

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