Expert Mining Sector Analysis with Joe Mazumdar: CapEx Financings, Jurisdictions & Stock Pick

Mining Stock Education - A podcast by Mining Stock Education

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Joe Mazumdar of Exploration Insights provides expert resource sector commentary in this interview. He shares his analysis of the recently-announced capex financings for Marathon Gold and Rio2. Joe comments on the Fortuna and Roxgold merger. He also shares one stock pick and offers his opinion on Guatemala, South African and the ‘stan’ nations as mining jurisdictions. Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 0:00 Introduction 0:34 Do you only sell jr miners based on fundamentals & not sentiment? 3:01 Marathon Gold’s CapEx financing analysis 7:27 Rio2 CapEx financing analysis 13:04 Fortuna & Roxgold merger 16:35 South Africa as a mining jurisdiction 18:48 Guatemala as a mining jurisdiction 21:34 Investing in the “stan” nations 23:50 Stock pick Joe Mazumdar’s website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sponsor info: https://trilogymetals.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.