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It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine.
Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today.
We discussed the recent M&A drama involving Predictive, capital allocation in a world of US$3k/oz gold, his view on hedging as well as the all-important aspect of jurisdictional risk.
Chapters:
(0:00) Introduction
(1:33) Lundin and Zijin at Predictive
(3:00) M&A in hot gold market?
(7:20) Why buybacks make sense
(9:10) Cost discipline
(14:56) Riding the tailwind of country turnarounds
(21:56) Nuances of reporting costs
(26:55) Hedging
(28:36) Why one analyst just "got it"
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