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Michael Gentile
Strategic investor in the junior mining sector and co-founder of Bastion Asset Management. Founding Partner & Senior Portfolio Manager at BAM and previously Vice President and Senior Portfolio Manager at Formula Growth Ltd.
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May 14, 2025
• 1h 1min
Michael Gentile: The Perfect Storm in Mining – Record Gold Prices and Undervalued Stocks
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Michael Gentile, co-founder of Bastion Asset Management and a strategic investor in junior mining, discusses the misalignment between soaring gold prices and undervalued mining stocks. He reveals that despite gold's tripling since 2018, mining stocks remain low, presenting an attractive investment opportunity. Gentile emphasizes historical trends of rebound after periods of negative sentiment and highlights strong industry fundamentals, including rising margins and central bank demand. His insights urge investors to seize the moment in a sector poised for growth amidst economic uncertainty.
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