“Decade of the Miner”: Generational Opportunity & Smarter Due Diligence with Expert Jonathan Goodman cover art

“Decade of the Miner”: Generational Opportunity & Smarter Due Diligence with Expert Jonathan Goodman

“Decade of the Miner”: Generational Opportunity & Smarter Due Diligence with Expert Jonathan Goodman

Listen for free

View show details

About this listen

 Dundee Corporation CEO Jonathan Goodman argues mining has entered a “generational opportunity” after generalist investors largely abandoned the sector post-2010 and amid growing recognition that North America needs secure domestic supply chains and new mines. Goodman expects Canada and the U.S. to streamline permitting, citing direct government outreach and the view that permitting should not take a decade. Drawing on mine-building experience at Dundee Precious Metals in Bulgaria and Serbia, he explains why discounted cash flow and NI 43-101 stage-gate studies can mislead and can often be no more than marketing documents. He urges investors to focus on recommendations and risk sections of studies and to assess orebody quality first. He shares insights regarding stakeholder biases, Dundee’s approach to independent technical review, preference for mainstream metals, examples of contrarian success, why merchant banks trade at NAV discounts, and Dundee’s strategy to add predictable cash flow, including its Westhaven Gold Corp. deal and cash-heavy valuation discount. 00:00 Intro 00:48 Decade of the Miner 03:20 Permitting Tailwinds 05:15 Building Mines Lessons 06:35 Why DCF Fails 09:00 PEA PFS Reality Check 13:24 Financing with Banks 14:39 Biases Across Mining 17:11 Merchant Bank NAV Discount 19:12 Independent Data Edge 21:48 Ore Body vs Management 24:49 Let Rocks Speak 25:55 AI and Small Fund 27:40 Metals to Focus On 29:06 Contrarian Win Case Study 32:04 Start Small Scale Up 37:09 Advice for Retail Investors 40:31 Westhaven Due Diligence 44:01 Dundee Value Proposition Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
No reviews yet