By Cory댊 Hour 1 – Here’s What’s Wrong With The Metals Sector
Download audio file (0811-KER-Hour-1.mp3)
On this week show we focus on the resource sector from the CEO and fund manager perspectives. Resources have been under pressure overall and the stocks have continued to sell off. Recent M&A deals have not wowed the market. Financial results out of the majors have disappointed. All this leading to generalist investors continuing to ignore the sector in a broad sense.
Please let me know what you think of the comments in this hour. I also would love to hear about any companies or guests you would like to see on the show. Please email me at Fleck@kereport.com.
As a note these segments ran longer than our normal segments. We tried to cover a lot of information. Do you like the longer format or prefer the shorter segments?
- Segment 1: Hugh Agro, President and CEO of Revival Gold shares his thoughts on the trends we will see dominate for resource stocks.
- Segment 2: Auryn Resources Executive Chairmen Ivan Bebek discusses how he has been able to create liquidity events in prior companies. We address the recent M&A deals and what it is telling us about the overall mood.
- Segment 3 & 4: Adrian Day and I touch on a wide range of topics – Royalty and Streaming companies outperforming, recent M&A activity, and our grips about the issues with management groups in the general metals sector.
Segment 1
Download audio file (0811-1-1-1.mp3)
Segment 2
Download audio file (0811-1-2-1.mp3)
Segment 3 & 4
Download audio file (0811-1-34.mp3)
From:: The Korelin Economic Report