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Can Gold Withstand the Liquidity Drain? | Sean Fielder

Forward Guidance

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The Advantages of Investing in the Gold Mining Space

In the gold mining space, you'll have a more diverse by portfolio. Investors that haven't visited the assets don't really want to make a decision about the value of a particular asset. The juniors are now trading at meaningful discounts. And if this is a cyclical peak in the industry, you're only generating high single digit returns on equity. It's just not sufficient for generalist investors to want to get interested.

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