In today’s show we had the pleasure of chatting with junior mining specialist John Forwood.
John is a wealth of knowledge when it comes to the explorers, so we picked his brain on interesting commodities, where pockets of value are, what he think deserves more attention and how he think M&A has evolved in parts of the market.
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(0:00:00)Introduction
(0:01:38)Current volatility
(0:05:21)Investing in exploration
(0:10:45)Countercyclical plays
(0:12:00)Astral & Medallion
(0:14:39)Ramelius
(0:15:43)Predictive Discovery
(0:20:20)Montage picking up stakes
(0:24:05)Which golds haven't ripped
(0:26:35)TSX companies listing on ASX
(0:29:23)Mt Isa potential
(0:31:42)Koonenberry
(0:33:33)Nexus Minerals
(0:35:04)Trucking dirt
(0:39:38)New World Resources
(0:42:35)Silver