I Asked 15 Mining CEOs How Not to Waste Shareholder Capital
- Capital Efficiency: The podcast emphasizes the importance of spending shareholder capital efficiently during bull markets, particularly in the mining sector, where inefficiencies can easily arise.
- Drilling Focus: Many CEOs, like those from Relevant Gold Corp and Maple Gold Mines, stress that the majority of capital should be directed towards drilling, as it is crucial for resource expansion and value creation.
- Team and Talent: Investing in building and retaining a strong team is highlighted as a key strategy, with companies like Riverside Resources focusing on leveraging skilled personnel to maximize project potential.
- Marketing and Visibility: While some companies plan to increase marketing spend to stand out in a crowded market, others, like American Eagle Gold Corp, prefer organic growth and strategic communication to attract investor attention.
- Strategic Partnerships: Companies like Awali Resources and EMX Royalty discuss the role of strategic partnerships and joint ventures in enhancing project development and securing additional funding.
- Government and Community Relations: Maintaining good relationships with government and local communities is crucial, as seen with companies operating in jurisdictions like Kazakhstan and Côte d’Ivoire, where regulatory support can significantly impact project success.
- Financial Health: Many companies, such as Kutney Silver and Aerys Minerals, report strong cash positions, allowing them to fund ongoing exploration and development without immediate need for additional capital raises.
- Market Timing: The podcast underscores the importance of timing in capital raises, with companies like Meadows discussing the strategic decision-making involved in raising funds during favorable market conditions.
VICIVICI Properties Inc. – VICI
Pitch Summary: VICI Properties offers a stable investment opportunity with its focus on triple net leases in the gaming and entertainment sector, providing consistent rental income with minimal operational costs. BSD Analysis: VICI Properties benefits from a robust portfolio of gaming and resort properties, primarily on the Las Vegas Strip, with significant revenue derived from […]
