Dig Deep The Incredible Opportunities For Investors - with Stephen Stewart
In this episode we chat to Stephen Stewart, who runs a portfolio of publicly-traded exploration companies out of Toronto, including Orefinders and QC Copper and Gold, and who is also the founder and chairman of the Young Mining Professionals and Scholarship Fund.
An avid listener to the podcast, Stephen is going to talk about exploration and discovery in Canada – and how now is the right time in the cycle. Their model has been to acquire assets or control blocks in companies in a down market, and out of distressed situations – then wait for the time where they can achieve the appropriate return on investment for discovery. There are tremendous opportunities for investors right now as we sit on cusp of the macro cycle – and its subsequent discovery cycle given the funds now available to juniors.
KEY TAKEAWAYS
- Everything seems to be well at the market level, but the real economy is concerning. The disconnect between the two is concerning. Governments can only prop this up for a while. It is not a permanent fix.
- The Ore Group is effectively a generator of opportunities and projects for the members of its group, plus shareholders, who wish to be included in exciting developments.
- Discovery is everything. Investment should be focused there as it is the best way for shareholders to get paid, and to prove financial worth.
- Renewables are great for consumers, but factories and cities cannot be run purely upon this type of energy. Uranium is clean and can provide this, and so can provide a manageable solution.
BEST MOMENTS
‘We’re not reinventing the wheel here, we’re doing our own thing’
’This is an opportunity generator for the people in our group’
‘I don’t control these things. I only craft investment theses based on what we see’
‘We’ve raised $15m in the last six months, and we’re putting it into the ground’
‘If you’re going to dig a hole in the ground then there’s going to be a consequence'
VALUABLE RESOURCES
Dig Deep – The Mining Podcast on iTunes
Stephen Stewart LInkedIn - https://www.linkedin.com/in/stephenanstewart/?originalSubdomain=ca
ABOUT THE HOST
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight to peoples experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
Rob is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first world to third world countries from Africa, Europe, Middle East, Asia and Australia. We source, headhunt and discover new and top talent talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients organisation in any mining discipline or level. Mining International provides a transparent, informative and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
CONTACT METHOD
rob@mining-international.org
https://www.linkedin.com/in/rob-tyson-3a26a68/
https://twitter.com/MiningConsult
https://www.facebook.com/MiningInternational.org
https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJg_Q?guided_help_flow=3