In this episode, we cover the Lassonde curve and how some juniors and mining deals line up with it. From lithium to copper and silver stocks we take a tour through the different stages of the curve, and provide insights on where investors may find opportunities within junior mining stocks.
Your hosts, Lucho Saenz and Paola Rojas.
0:00 Intro
01:27 Lassonde curve basics
03:08 The curve explained (via a great infographic by Visual Capitalist)
06:32 Issues with the curve
11:50 SolGold and Ecuador
13:41 Adventus Mining
15:20 Highland Silver
17:50 AbraSilver
19:20 Deviations can highlight opportunities
24:40 Liontown
26:17 Pilbara Minerals
31:02 Sendero Resources
MENTIONED DURING THIS EPISODE
#lithiumstocks #stocks #Mining
CO-HOSTS
Luis Saenz is co-founder of BLB Advisory and Synergy Resource Capital’s Peruvian partner. He is a finance executive with over 25 years of experience in mining finance and metals trading with a focus on Latin America.
Paola Rojas is CEO of Synergy Resource Capital. She is a corporate advisor, investor, and director with over 16 years of experience focused on mining, energy & technology, mainly in Australia and the Americas.
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Synergy Resource Capital is a boutique investment and corporate advisory firm focused on mining, energy and tech, and based in Sydney.
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2 Comments
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Good video Thks – To answer your final question:interesting would the junior sector (before production) in gold & silver illustrated with specific or average numbers such as price of an oz in the ground depending on the jurisdiction, location (close or not to existing mines), type mineralization, grade….
About today's video topic, things may be more complicated by the fact that a company may pursue projects that ara at different stages of development => more difficult to value the company….
Historically what has been the evolution of the ratio between price of an oz of gold or silver in the ground with respect to price of gold and silver in the various stages of bear and bull markets?
Thks again