We had the delight of chatting with two insightful junior mining analysts on how to find early-stage projects that are capable of generating shareholder value over time.
Vukasin Pekovic posts regularly on Twitter (@VukasinPekovic) and CrimsonCarp writes a thoughtful Substack (https://crimsoncarp.substack.com) tapping into his years of geological experience.
We dive into how their individual approaches differ, the key learnings over their years of experience as well as the counterintuitive tricks of the trade.
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Discounted tickets available for AUSIMM Underground Operators conference exclusively via Money of Mine. Get $100 off using the code MOM100.
Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)
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Mineral Mining Services – Your preferred mining contractor
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http://www.rocktechnology.sandvik/groundsupport
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
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K-Drill – Safe, reliable, and productive surface RC drilling
drew@k-drill.com.au - +61 416 015 876
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lachlan@saltbush.net - +61 400 722 059
Swick - Seventeen million metres drilled. Twenty-plus global sites. Ninety rigs.
rob.burnett@swickmining.com - +61 8 6253 2310
Quattro Project Engineering - Global Engineering partnerships delivered with efficiency, innovation and energy
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(0:00:00)Introduction
(0:03:55)Geological Alpha
(0:08:54)Copper and Gold edge
(0:13:00)CC likes what?
(0:15:14)Buy before or after first drillhole?
(0:31:45)Scaling up the investment size
(0:37:45)Selling too early
(0:40:05)How to know when you might be onto a winner?
(1:04:20)Rapid fire for the lads
