Cook will address the importance for every speculator to have boots on the ground via site visits. Jul 14, 2009 the exploration insights newsletter is primarily concerned with gold mining and resource mining companies and stocks. Brent cook independent exploration analyst with over 30 years of experience in both property economics and geology evaluations. Sas home page sas normally posts two pdf files with each posting. Brent cook valuable stock market news and expert insight.
Company presidents and vps of exploration are in strong demand. Brent cook of exploration insights, said that an improving u. Were also allowed to reprint the piece in the public sphere, so here it is. Brent cook speculators must have boots on the ground. Sandstorm gold, regulus resources and mundoro capital. Why brent cook and joe mazumdar are doubling down on the exploration and the insights 22516. Megamergers create fewer but larger apex predators exploration. During 19972002, we were probably in the most unloved sector in the whole investment world. In this interview with the gold report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a. Brent cook was always one of mark buntings favourite guests when he hosted the market call shows on bnn. This letterarticle reflects the personal views and opinions of brent cook and joe mazumdar, and. Before you read my take on both the markets and the prospector generator exploration model you should read my.
As central banks reverse policy and the precious metals begin to climb in 2019 and 2020, if you wish to participate via the mining shares, then you should be certain to garner as much objective and detailed information as possible before. Mirasol profiled in exploration insights newsletter mirasol. The exploration insights ei newsletter is a synergistic collaboration between veteran economic geologists and equity analysts joe mazumdar and brent cook offering the sophisticated speculator a strictly independent, unbiased, and technical analysis of the junior mining and exploration sector. Exploration insights, describes the past 15 years of change in gold, copper and iron. It is a compendium comprised of excerpts from exploration insights that we hope will be of help and value in your own research. As a value investor how do i compare a resource company balance sheet to companies with revenues. I have discussed the very poor odds of discovering an economic mineral deposit numerous times in this. Joe mazumdar geologist 10 years, commodity analyst. Brent cook of exploration insights, thank you for joining us today on proven and probable. Brent cook of exploration insights sits down with maurice jackson of proven and probable to discuss the positives and negatives of the mining sector in 2020. Brent cooks exploration insights turning rocks into. Brent cook produces the weekly investment newsletter exploration insights. Brent cook, exploration insights, junior explorers. Geological excerpts and explanations from brent cook.
Exploration insights offers the sophisticated speculator the independent and unbiased analysis of the junior mining and exploration sector. Watch as experts debate on the future of gold prices in this uncertain and volatile environment. Prospect generators increasing your odds of investing success. You should be certain to carve out some time to listen to this free public podcast. Click here to read the exploration insights article. I do sense that the gold industry as a whole is going to be a lot tougher to increase overall miners for the major miners, cook told kitco news. Thoughts on the past year and a macro outlook for 2020.
Brent cooks exploration insights stocks and speculations. Dec 15, 2016 for our final a2a of 2016, we were joined today by independent mining analyst brent cook. Cook s weekly exploration insights newsletter focuses on early discovery, highreward opportunities, primarily among junior mining and exploration companies. During this time he has evaluated and valued grassroots through feasibility stage projects involving nearly all deposit. But then metal prices began to decline, economies slow, and profits slip away. In this interview with the gold report, cook talks about highmargin deposits that the rest of the market cant see. We also get an update from o3 mining and a technical look at the markets from allison ostrander.
Independent, unbiased and technical commentary on the junior mining sector brent cook independent exploration analyst with over 30 years of experience in both property economics and geology evaluations. He has over thirty years of experience providing economic and geologic evaluations to major mining companies, resource funds and investors. Carter smith, videographer for tommy humphreys ceo. Since the financial crisis government bonds have served to recapitalise the banks. With the mining shares already up 10% ytd and seemingly poised for a breakout, what a great time to pick the brain of the alwaysinsightful brent cook of exploration insights. Download show investor interest is growing in the resource sector and, it would appear, for all the right reasons. Brent cook exploration insights turning rocks into money where have all the gold mines gone.
Gold prices tumbled nearly 5 percent to a oneweek low. Over the past 14 years, exploration insights has compiled what is arguably the most complete picture of the earths tectonostratigraphic development in existence. Brent cook, editor and geologist of exploration insights, lamented the aging of the industry. Why brent cook and joe mazumdar are doubling down on the. April 2008, when brent cook took over and put pen to paper in the first edition of. Interviews, presentations, press exploration insights. Brent cook and joe mazumdar of exploration insights share their top picks. Cook has been involved in property economics and geology evaluations for over 25 years and he sees the danger of too few geologists. What if the shockingly low valuations of some junior mining companies are really all theyre worth. Jul 07, 2011 after last weeks spat between bayfield byv. Last week saw the acquisition of canplats by goldcorp, and this week two of the nine exploration companies in the ei portfolio battled it out for drill hole of the week honors. Field comments on the joaquin and virginia prope rties, patagonia. Because there is more work than qualified people, im seeing a lot of sloppy preliminary.
As a seasoned geologist, brent s knowledge spans all areas of the mining business from the conceptual stage through to detailed technical and financial modeling related to mine development and. As the market shakes off years of exuberance, brent cook, coeditor of the exploration insights newsletter, searches for the truly undervaluedfinds as rare as gold itself. Brent cook is an independent exploration analyst and advisor. View pdf an update of mirasol resources activities was recently featured in brent cook s newsletter, exploration insights november 29, 2009. Brent cook likes project generator type companies and. Brent cook exploration insights stocks and speculations.
On the rare occasion that we here at exploration insights invest in these situations the production costs have to fall within the lower third of the industry costs, andor the net present value must be significantly higher than the current company mar ket. Exploration insights by brent cook and joe mazumdar. Joe mazumdar is an economic geologistanalyst at exploration insights. I initially purchased lydian after visiting the property. Brent cook over at exploration insights, along with his pals at corebox, has come up with a great little tool for us mining speculators to use called the drill hole interval calculator. Thursday conversation brent cook of exploration insights. Prior to that he was a senior mining analyst at canaccord genuity and haywood securities prior to that. Brent cook is an economic geologist and mining analyst who has been involved in the minerals exploration and mining business for 34 years. Here the capital ideas media publisher interviews the exploration insights founder and senior advisor for the first time in a while to get his unique insights into. Expect more drilling and legitimate discoveries in 2020 priscila barrera january 30th, 2020 brent cook of exploration insights shares his thoughts on the junior mining. A modern colombian gold rush jose arcadio buendia, whose unbridled imagination always went.
Mirasol profiled in exploration insights newsletter. Save article veteran geologist brent cook, editor of the exploration insights newsletter, describes why hes feeling optimistic about the mining industry in 2015, especially gold and zinc. As a whole, the gold mining sector has reached peak production, so investors should major miners engaged in exploration work, this according to brent cook of exploration insights. Brent cook exploration insights from the gold report gold miners and explorers face serious supply problems full article please see the accompanying pdf file for the full article through the sas home page. Mirasol resources mrztsxv pulled one of the best silver drill holes we have seen for quite some time. Brent cook and joe mazumdars top picks video bnn are you looking for a stock. Youll receive more information on the summit in the near future, along with the opportunity to register. Its bleak out there and we have a 10year super commodity bull to work off this time.
Metals investor forum toronto metals investor forum. While we hope that all a2as are beneficial, this one was particularly valuable as brent s wisdom and experience can actually help to make and save you some fiat. Page 18 independent, unbiased and technical commentary on the junior mining sector brent cook independent exploration analyst with over 30 years of experience in both property economics and geology evaluations. Exploration insights by brent cook and joe mazumdar issue no. Brent cook is an independent exploration analyst with 30 years of experience in both property economics and geology evaluations. Speaker hall speaker hall silver hall resource hall speaker hall. A2a with brent cook of exploration insights tf metals report. Current state of the mining and metals market production vs. A modern colombian gold rush jose arcadio buendia, whose unbridled imagination always went beyond the. Exploration insights investment theses for 2009 casey. A conversation with brent cook of exploration insights.
Brent cook brent cook, a renowned exploration analyst and geologist, is the author of exploration insights. Brent cooks exploration insights turning rocks into money exploration insights nlrc seeks creditor protection altius minerals als. Speaking about what he expects to see in the junior mining space this year, brent cook of exploration insights said more financing will happen in 2020. If we have reached a point where interest rates increase, through distrust of government debt and bonds, this banking capital value will decrease. As qe reduced interest rates the value of bonds increased. The exploration insights ei newsletter is a synergistic collaboration between veteran economic geologists and equity anal. The exploration insights newsletter was launched in february 2008, and selectively covers gold stocks and gold junior mining and exploration investment opportunities. Exploration insights page 27 c oditor a nalyst mdar. Noted geologist brent cook of exploration insights does an excellent job outlining the investment life cycle of junior mining shares in a chart embedded below. Brent cook talks junior gold stocks teresa matich august 6th, 2015 brent cook of exploration insights took a moment to chat about some of his current picks, including mirasol resources, mariana. Sep 28, 2012 the editor of exploration insights shares his views. Ca resourcefocused website and chat room, caught joe and i taking a first pass look at a few mineral projects being advanced around the world. Exploration insights, which covers select investment opportunities in the junior exploration and mining sector.
Brent cook of exploration insights at the march 2 3, 2019 metals. Half science, half art, half luck, is how brent cook describes a geologists work in distinguishing an anomaly from a deposit. Brent cook of exploration insights at the march 2 3. First of all, heres a chart of the hui index showing the pending breakout of the shares, in general. Exploration is primarily a game of odds with luck at the end of a drill bit being the great unknown. This is the immense dataset that we have at our disposal, and we use it to pull out geological stories relevant to the current exploration climate. Mar 26, 2018 brent cook, of exploration insights, said. Brent cook, exploration insights, and bob bishop, independent mining share investor. That doesnt mean to say miners should be staking and drilling land 500m away from one of their existing mines the typical brownfield tactic they should be testing out belts or regions known to host rich copper deposits. Exploration insights offers the sophisticated speculator the independent and unbiased. Metals investor forum free live webinar featuring joe, brent, and eric coffin.
Cook evaluates the economic viability of a mineral discovery, in other words the cold hard truth of turning rocks into money. Brent cook s exploration insights turning rocks into money exploration insights nlrc seeks creditor protection altius minerals als. The discovery curve and due diligence list metal supply, as a. Brent cook, the gold report exploration insights 04142009. Exploration insights owners manual exploration insights. It was another good week for us equities and another sideways week for most of the metals. He also mentions the types of mineral deposits he likes as well as three canadian gold juniors that he bought recently, all of which have solid management, decent deposits, and.
Hour 1 this hour is for the resource investor korelin. Brent cook of exploration insights, geologist and legendary gold investornewsletter author is like my counterpart from the canadian gold mining space hes been very cynical and critical of a lot of the miner hype and nonsense while simultaneously investing in the companies that he believes can. Brent cook, economic geologist, exploration insights exploration due diligence geology does matter. Vancouver resource investment conference 2015 show guide january 24 25, 2016 vancouver convention centre west. Aug 29, 2017 in this interview with smallcappower at the sprott natural resource symposium in vancouver, exploration insights newsletter publisher brent cook discusses what he sees as increased investor interest in junior exploration stocks in the past two months. Cook is an economic geologist and one of the most respected newsletter writers in the business, so it is no surprise that every time i get the chance to speak with cook i learn something or am reminded of a key aspect of investing in this risky junior resource sector. Exploration is a risky and expensive busi ness that often.
Dec 08, 2009 view pdf an update of mirasol resources activities was recently featured in brent cooks newsletter, exploration insights november 29, 2009. Junior exploration stocks have seen more interest recently. Our history ei portfolio performance history subscriber user manual. Brent cook is editor of the exploration insights newsletter. His focus is on junior mining stocks and commodities. Our guest this week is our old pal, brent cook of exploration insights. Aug 18, 2011 our goal is to help subscribers better evaluate their own investments in the junior mining and exploration sector, as well as stocks in the ei portfolio. This weeks rant thrashes out my thoughts on mining, exploration, and the market as distilled from two solid weeks in the vancouver area at various conferences, meetings, and bars. The simple answer is where the big ones already are. In this wall street view, our host caught up with brent cook, editorgeologist of exploration insights to discuss rise in commodities prices. Brent cook s drill hole interval calculator, a smart sector tool. In this first letter of 2009 we will briefly look at 2008 then cover some macro economic themes that will guide our 2009 investment decisions here at exploration insights. Now that exploration insights founder brent cook is starting to see the bright side of the mining equity cycle, he brought in former canaccord genuity analyst joe mazumdar to cover developers and producers at the newsletter. In this interview with maurice jackson of proven and probable, exploration insights brent cook discusses the value of site visits to determining the potential of a prospect, and offers insights into various metals markets.
Cooks weekly exploration insights newsletter focuses on early discovery, highreward opportunities, primarily among junior mining and exploration companies. Feb 15, 2020 this first hour i feature the guys from exploration insights joe mazumdar and brent cook. Aug 24, 2017 with the mining shares already up 10% ytd and seemingly poised for a breakout, what a great time to pick the brain of the alwaysinsightful brent cook of exploration insights. Tsxv has focused most of their attention on patagonia, specifically santa cruz province, where the company founders accumulated a wealth of.
He said consulting firms that do feasibility studies are overworked. Junior exploration sector today brent cook s exploration insights 1. I recently had the chance to interview brent cook of exploration insights. Views columns are the opinions of the authors and do not. In this wall street view, our host caught up with brent cook, editorgeologist of. Our goal is to help subscribers better evaluate their own investments in the junior mining and exploration sector, as well as stocks in the ei portfolio. As the first quarter progresses we can go into more detail on specific metals, exploration plays and strategies. Brent cooks primer on reading drill result press releases.
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