Following directly on from the discussion last week about capital formation in the resource industry, our in-house mining expert Jamie Keech and I today dig deeper into the current capital starvation in the resource industry and much, much more.
Here are some things we discuss, which we believe are “uber importante†for investors today:
- One geopolitical setup that only promises increasing supply constraints.
- How did we end up in an environment where capital formation has changed drastically… and what this means for resource companies and investors going forward.
- The key elements for investors to focus on in order to reduce risks in the resource sector (initial financing is only one tiny piece and you don’t wanna be funding a company — no matter how good — if they don’t have other pieces in place).
- The mechanism of bought deals vs. private placements and other means of financing available for resource companies.
- How are the majors participating in this.
- And much more.
Listen in here:
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