Brent Cook on Beneath the Surface with Scott Gibson.......
- High quality, high margin so that will be a take out candidate,
- Big high potential projects
- Need big potential to justify risk
- Entering at an early stage
- Improve odds
- share structure
- cash
- geology
- Geology
- Right setting
- Find economic and big
- Alteration / geochem / trenches / soil samples
- Companies he likes
- Don't lose money
- Downside covered - got upside
- Virginia Mines - Eleanore Royalty - plus discovery potential
- Duluth Minerals - Antofagasta drilling large system, $100m drilling. Massive sulphide not drilled
- Valuation supports
- Royalty streams, e.g. Virginia
- Lydian Feasibility NPV >$1bn @ $1500, MCap $250m
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