In this discussion with Maurice Jackson of Proven & Probable, I discuss deep value investing in the junior resource sector and how investors can identify opportunities that can deliver high returns.

In mining, the greatest opportunities often appear when sentiment is poor, capital is scarce, and quality assets are being ignored. But deep value is not merely about buying what is cheap. It requires discipline, patience, jurisdictional awareness, and the ability to distinguish genuine value from broken projects.

Watch the full discussion below:

Key Takeaways

• Deep value investing in the resource sector requires patience and discipline.
• Cheap stocks are not necessarily undervalued; investors must separate real value from damaged projects.
• Jurisdiction, management quality, capital structure, and asset quality matter as much as valuation.
• The best opportunities often emerge when sentiment toward junior mining is poor.
• High returns come from buying carefully when others are fearful, not from chasing excitement.