Western Editor Matthew Keevil sits down with Joe Mazumdar from Exploration Insights (https://www.explorationinsights.com/) for a wide-ranging discussion on the resource sector. Topics include the recent resource estimation troubles for Orezone Gold (TSXV: ORE; US-OTC: ORZCF) at the Bomboré gold project in Burkina Faso, West Africa. What's up with those resource estimates and 43-101 reports?
We talk Pretium Resources' (TSX: PVG; NYSE: PVG) Brucejack gold project in northwestern B.C. and Nevsun Resources' (TSX: NSU; NYSE-MKT: NSU) Bisha operation in Eritrea. What is the deal with zinc markets?
Bonus topics: Managing investment risk, where's the upside, and more!
Macro commodity rundown: 1m24s
Orezone's resource troubles: 3m55s
Thoughts on 43-101s and resource estimation: 11m35s
Pretium's Valley of Kings project: 13m30s
Managing investment risk: 16m18s
Finding value in resource stocks: 17m57s
Nevsun's Bisha mine and zinc markets: 20m51s
Investing in emerging South American markets: 23m12s
Mergers and acquisitions trends: 25m25s
Stories referenced in this episode:
Nevsun sees bright future at Bisha: http://www.northernminer.com/news/nevsun-sees-bright-future-at-bisha/1003768267/
Nevsun trumps Lundin bid for Reservoir: http://www.northernminer.com/news/nevsun-trumps-lundin-bid-for-reservoirs-timok/1003772577/
PotashCorp, Agrium talk merger amid weak fertilizer markets: www.northernminer.com/news/potashcor…ts/1003777087/
Orezone takes a beating after bumbled Bomboré resource: www.northernminer.com/news/orezone-t…ce/1003776689/
Orezone cuts Bomboré resource by 29%: http://www.northernminer.com/news/orezone-reveals-bombore-resource-revision/1003777315/
Pretium boosts confidence in Brucejack: http://www.northernminer.com/news/pretium-boosts-confidence-in-brucejack/1003772639/
Music Credit:
Slow Burn Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
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