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Dave Lotan
Experienced resource investor and principal at Orion Resources, appearing as a guest to discuss exploration updates, corporate strategy, and sector-wide M&A and market dynamics.
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Sep 19, 2025
• 31min
A Pendulum of Sentiment and Value in Mining Equities: Defining this Market with Dave Lotan
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Join experienced resource investor Dave Lotan, principal at Orion Resources, as he dives into the latest updates on Aurion Resources and the surprising billion-dollar sale of Hemlo. He analyzes the return of institutional investors to the mining sector and discusses the driving macro factors behind renewed interest in gold equities. Trevor Hall shares his reflections from major precious metals conferences, exploring the boom-and-bust nature of market sentiment and the potential for new capital to support the ongoing mining bull market.
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