Investing in Junior Mining Companies – Challenges and Opportunities What are the key challenges? We have used 3 key pillars to identify challenges and opportunities that can assist investors to select companies for investments. TIMING – look out for right entry points and exit points. This sounds very basic and obvious. But being disciplined…
Gold Miners Achieving record margins The COVID-19 crisis has shifted Gold demand from consumer to investment, driving prices higher and benefiting gold miners. The Gold miners performance is also impacted by other factors, which are outlined below. #gold #investment #mining #SGI79 #goldmining #fundmanagement #incometcapital Download pdf here
Covid-19 – Implications for the next normal and beyond Good management teams have reacted very fast will generate record high profits in 2020! Remote locations are certainly benefiting. Worth to read this article. #goldmining #SGI79 #Gold #Goldequities #covid19impacts McKinsey & Company Article
Through cycle investment in mining Our team has experienced several commodity cycles in the last 25 years and we can also just emphasize the importance of disciplined investments during a down cycle (Gold: 2011-2019; Copper: 2016-2019). Our operations have been optimized in the last two years to participate in the upcoming base metal super…
Current Macroenvironment – Financial Repression or Inflation We are of the view that all preconditions for a Financial Repression Scenario and a Hyperinflation Scenario are met. 1. Deficit Spending exceeding Critical Threshold – Hyperinflation 2. Quantitative Easing – Increasing Balance Sheets of CBs and Low Interest Rates 3. Development of M2 Money Stock versus…