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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