Derek Macpherson is both a mining analyst and the CEO of 2 publicly traded companies: Gold79 Mines (AUU:TSXV) and Olive Resources Capital (OC:TSXV). Derek began his professional career as a metallurgist in the steel manufacturing business, which he then left to become a full-time mining analyst. In this interview hosted by Brian Leni, Derek reveals where he sees opportunity in the current resource market. Also, he describes the setup needed for a M&A frenzy, what catalysts may turn sentiment, a detailed discussion on analyzing developers and much more.
0:00 Introduction
1:34 Beaver Creek / Denver Gold Forum
6:00 Catalyst for M&A?
10:02 Sentiment Change in the resource sector
13:06 Where is the opportunity in the market?
21:06 Today, where do we stand on the spectrum of risk?
27:18 Critical Minerals versus Recession
32:58 After-tax IRR under 20%
37:36 NPV to CAPEX Ratio
46:21 Gold79 Mines (AUU:TSXV) & Olive Resource Capital (OC:TSXV)
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#goldstocks #miningstocks #resourceinvesting
9 Comments
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One of the benefits of a bear market – talented investors like Derek freely share their expertise. I have the pleasure of speaking with Derek and his partner Sam on a regular basis about specific ideas and markets in general. I value their perspective. Great interview Brian. Thanks for making content like this available- Dave Lotan
Well done Derek!
Valuable info and perspective on resource investing. Thanks for sharing the insights.
Good insights from Derek! We need a sentiment change to encourage M&A! Average premiums for M&A are 50%.
Enjoyed listening. Appreciated his thoughts on the catalyst for M&A and the challenges that both buyers and sellers face. I feel the same way about some opportunities (ie good exploration news not priced in to stock prices) and investors not willing in this market to take the risk and buy some of that illiquid undervalued paper
How would you search mines that are around ‘open pit 80,000 tpd in Ontario’?