In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, mining and exploration.
We talk about recent performance, and the popularity of gold among some high-profile institutional investors. We get into the lifecycle of mining and exploration companies, and allocating capital over the full lifecycle. We hear the story of the Gold Corp. Challenge, and how that became the launch point that took Mark O’Dea from contract geologist to running what would later become a multi-billion takeout by Newmont.
We discuss the M&A appetite in the sector, and cover some practical thoughts on how investors can put some of the things from this conversation together to potentially implement a few ideas for their own portfolio.
All this and more in episode 246 with Eric Sprott and Mark O’Dea.