Wednesday 29 September 2021

Early autumn precious metals and miners conferences

With summer and the US labor day behind us, a few conferences have taken place, usually in mixed mode: partly virtual and partly on venue.

There was the (33rd) Denver annual Gold Forum (in Colorado Springs) and the 2021 Precious Metals Summit in Beaver Creek (also Colorado).

I summarize some news videos, mostly casted by Kitco News. 

Michelle Makori is interviewing Pierre Lassonde, former general director of Franco Nevada and a legend in the mining business.



A very clear trend is emerging for investors, one that is intricately tied with the electrification of the world. With this trend, one commodity has proven to be indispensable, according to Pierre Lassonde, chairman emeritus of Franco-Nevada. Follow Michelle Makori on Twitter: @MichelleMakori (https://twitter.com/MichelleMakori) 0:00 - Copper and mining 6:00 - ESG 8:12 - Mining jurisdictions 12:40 - "We are not prepared" 14:00 - Outlook for gold, silver 17:40 - Lassonde's current ventures 18:56 - Silver price forecast 19:55 - Advice from a legend


3,000 gold is this cycle's peak, and it's coming, here's why - David Garofalo


Gold peaked in Jan 1980 when it reached $850 an ounce in nominal terms, but adjusted for inflation, that would equal $3,000 in real terms today. $3,000 is this cycle’s coming peak, David Garofalo, CEO of Gold Royalty Corp. told David Lin, anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV (https://twitter.com/davidlin_TV) Follow David Garofalo on Twitter: @GoldRoyaltyCorp (https://twitter.com/GoldRoyaltyCorp) 3:00 - Gold Royalty's future growth 8:40 - Gold price outlook 11:50 - Cryptos vs gold 13:30 - U.S. dollar


Michelle Makori interviewing Keith Neumeyer of First Majestic Silver



My highlight from the Beaver Creek conference is this interview by David Lin of both Brent Cook and Joe Mazumdar, coeditors of Exploration Insights.



Enjoy watching.

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