How to Speculate in Mineral Exploration Stocks with Geologist Joanna Ponicka

Published: July 13, 2024, 2:12 p.m.

\u201cA lot of people start with management; I start with the project. Is the project actually good? Because there [are] a lot of good management that have really bad projects unfortunately. What we have is a shortage of good projects in this industry. [You] see a lot of recycling of the old assets.\u201d\u2026\u201cWe have to improve something about the industry; where the capital goes. It has to start going into smarter projects,\u201d shares investor and exploration geologist Joanna Ponicka of Equivest Capital. 0:00 Introduction 2:27 \u201cStart with the project\u201d 5:28 BHP Xplor program 7:49 Driver of senior miners investing in juniors 10:10 Majors vs juniors\u2019 exploration goals 18:29 Cost of discovery increasing 24:46 Europe: jurisdictional risk 29:47 Copper exploration 33:26 Timely greenfield discoveries 35:10 Agnico Eagle\u2019s nickel investment 37:31 ESG https://www.equivestmetals.com/ https://x.com/equivest_explor Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/