Gold Equities & Arbitrage Opportunities

In this discussion with Brian Leni of Mining Stock Education, I explain why gold equities have not yet fully reflected the strength in the gold price and why many junior mining companies are now attracting attention.

We discuss how to value junior mining companies, why investors should internationalize their wealth, and how merger arbitrage opportunities can provide attractive upside in the resource sector.

Watch the full discussion below:

Key Takeaways

  • Why gold equities may be lagging the gold price
  • How to think about valuing junior mining companies
  • Why internationalizing wealth matters for investors
  • How merger arbitrage opportunities arise in junior mining
  • Why selected resource equities may offer attractive risk-reward