Data Says "We're Right Before the Takeoff" for Junior Mining Stocks - Kai Hoffman

Data Says “We’re Right Before the Takeoff” for Junior Mining Stocks – Kai Hoffman

Kai Hoffman
Managing Director, Soar Financial Partners

0:00 Intro

5:00 Mining Activities on Hold
5:48 Financing Activity
9:47 Flow-Through Capital
11:49 Gold and Robinhood Investors
13:12 Deal Flow
15:33 Sector Trends
17:04 ESG Investing
19:50 2021 Exploration & JVs
22:29 Evaluating a Company
24:00 Best Management
25:54 Oren Inc.
27:56 Main Takeaways

Kai has been active in the junior mining industry since 2008, experiencing the good, the bad and the ugly.
He is the owner and CEO of the Soar Financial Group, a diverse group of companies ranging from publishing, corporate communications and financial consulting to data analysis.
Kai recently became the North American representative for German publicly listed investment group Deutsche Rohstoff AG with ~C$300mn in assets. He is also an independent director for Canarc Resource Corp (TSX-V: CCM) and Labrador Gold Corp. (TSX-V: LAB).

Interview Notes

Junior mining raised 5.5B- almost as much as 2011 and the average dollar amount raised was almost twice as high.

Bigger financing usually means projects advancing.

There was a lot of excitement – even frothiness in the 2 quarter of 2020 – and that cooled off in

Market is pretty flat right now as we wait for results. If you want to position yourself by finding companies that are waiting for drill results.

Right now is the time to buy lottery tickets – do your homework

Flow-through capital gives Canadians an advantage because they get tax deduction – the company is not revenue-generating so they pass that deduction on to the investors.

800M was flow-through was raised last year

We should expect a similar investment to last year unless gold goes above $2000.

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Data Says "We're Right Before the Takeoff" for Junior Mining Stocks – Kai Hoffman