Prospecting for Small-Cap Mining Stocks

An episode of the Master Investors podcast, hosted by James Faulkner, titled "Prospecting for Small-Cap Mining Stocks" was published on October 29, 2020 and runs 41 minutes.

October 29, 2020 ·41m · Master Investors

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Summary

Join James Faulkner and veteran mining analyst John Cornford for a wide-ranging discussion and how-to guide for assessing small-cap mining stocks. The small-cap mining sector carries great allure for private investors by virtue of the sometimes enormous returns that are on offer for those lucky enough to find a winner. But for many investors, the sector can be nothing short of a minefield. All too often, investors pile into the next hot issue, just to see their holdings diluted in the next placing. For those who don’t come from a mining background, the industry jargon can be confusing and the broker research can be misleading. But having been an analyst himself, John knows exactly what to look out for when it comes to dissecting the target prices of brokers and research houses. In this podcast episode we’ll cover:* Why so many PIs come a cropper in small cap mining sector* Why brokers and research houses ’target prices’ should be taken with a pinch of salt* How to value mining companies - what is the NPV and how is it constructed? * How to evaluate management…and much more besides. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).

Episode Description

Join James Faulkner and veteran mining analyst John Cornford for a wide-ranging discussion and how-to guide for assessing small-cap mining stocks. The small-cap mining sector carries great allure for private investors by virtue of the sometimes enormous returns that are on offer for those lucky enough to find a winner. But for many investors, the sector can be nothing short of a minefield. All too often, investors pile into the next hot issue, just to see their holdings diluted in the next placing. For those who don’t come from a mining background, the industry jargon can be confusing and the broker research can be misleading. But having been an analyst himself, John knows exactly what to look out for when it comes to dissecting the target prices of brokers and research houses. In this podcast episode we’ll cover: Why so many PIs come a cropper in small cap mining sector Why brokers and research houses ’target prices’ should be taken with a pinch of salt How to value mining companies - what is the NPV and how is it constructed? How to evaluate management …and much more besides. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.