In this presentation at Mining Investment London in the UK on Sunday, 26 November 2017, I discuss disciplined investing in the junior mining sector.

The presentation examines why junior mining can offer enormous upside, but only to investors who avoid promotional narratives, commodity-price speculation, and weak management teams. In a sector where capital destruction is common, investors must focus on valuation, incentives, jurisdiction, project quality, financing risk, and management integrity.

Watch the full presentation below:

Key Takeaways:

• Why junior mining requires discipline rather than blind commodity speculation
• How bad management and poor incentives destroy shareholder value
• Why valuation matters as much as project quality
• How jurisdictional risk affects the price investors should be willing to pay
• Why rational speculation depends on patience, skepticism, and independent analysis