Mining Investment Secrets: A Contrarian's Guide to Finding Hidden Opportunities

02/25/25 • 22 min

Investing in mining? Learn the importance of long-term vision and adaptability in a shifting market. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Whitney Kofford from Sorbie Bornholm, at the 2025 Mines and Money Conference in Miami. Kofford discusses mining investment strategies, emphasizing the significance of a company's long-term vision and clear communication. She highlights the firm's focus on micro, small, and mid-cap companies, particularly those involved in the energy transition. Kofford also points out the need for mining companies to improve their marketing by leaning into their unique brand voice to connect with investors on an emotional level. She also touches on how a company's leadership and enthusiasm significantly influence investment decisions.
Key Points:
- Investment focus: Micro, small, and mid-cap companies
- Investment strategy: Focus on long-term vision and clear milestones
- Marketing: Improve communication and brand personality
- Leadership: Passionate and enthusiastic CEOs are key
Special thanks to our sponsor, Goldshore Resources, for making this coverage possible. Visit https://goldshoreresources.com/ to learn more.
00:00 Introduction: Overview of Sorbie Bornholm
01:17 Current Mining Investment Landscape
02:02 Challenges of Short-Term Thinking
03:38 Evaluating Management and Vision
07:33 Importance of Clear Communication
09:07 Marketing and Investor Relations
15:02 Financial Results and Market Trends
19:52 CEO Enthusiasm and Passion
Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
Follow Kitco Mining on X: @KitcoMining(https://x.com/kitcomining)
#mining #investing #commodities

Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

Previous Episode

Equinox Gold & Calibre Mining Merge: A New Gold Giant is Born

What's next for Equinox Gold after the Calibre merger? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Ross Beaty, Chair of Equinox Gold, at the 2025 BMO Global Metals, Mining & Critical Minerals Conference. Beaty discusses the recent merger of Equinox Gold with Calibre Mining, a CAD$7.7 billion transaction that will create one of the largest gold producers in the Americas. He highlights the synergies between the two companies, the benefits of a zero-premium deal, and the expected positive re-rate for the combined entity. Beaty also touches on the company's strategy for deleveraging and rationalizing its asset portfolio.
Key points:
- Merger of Equinox Gold with Calibre Mining to create a leading gold producer.
- Zero-premium deal and its advantages for shareholders.
- Expected positive re-rate due to increased size and liquidity.
- Focus on deleveraging and enhancing the asset portfolio.
- Anticipated closing of the transaction around May.
Special thanks to our sponsor, First Majestic, for making this coverage possible. Visit https://www.firstmajestic.com/ to learn more.
00:00 Introduction: Major M&A Announcement: Equinox Gold and Calibri Mining
00:32 Details of the Merger Deal
01:49 Synergies and Management Integration
03:14 Market Impact and Investor Expectations
04:15 Challenges and Opportunities in the Gold Market
05:42 Future Plans and Strategic Goals
13:04 Financial Strategies and Debt Reduction
13:46 Closing Remarks and Future Outlook
Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining)
#mining #investing #gold #commodities

Next Episode

Is Mining at Rock Bottom? Here's How High It Could Go – Rob McEwen

Is the mining sector really at the bottom of the cycle? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Rob McEwen, Executive Chair & Chief Owner of McEwen Mining, at the 2025 Mines and Money Conference in Miami. McEwen shares his insights on the current commodity cycle, highlighting that commodities are at a 10-12-year low relative to financial assets and are expected to rise. He also discusses the Los Azules project in Argentina and McEwen Mining's innovative approach to sustainable mining.
Key Points:
- Commodities are at the bottom of their cycle and are expected to increase.
- Geopolitical tensions and underinvestment are driving commodity prices.
- Los Azules project: Aims for sustainable mining with a focus on community and environmental benefits.
- RIGI regime in Argentina could significantly increase the net present value of Los Azules.
- Mining companies should focus on attracting investors through enthusiasm, dividends, and showcasing technology.
Special thanks to our sponsor, Goldshore Resources, for making this coverage possible. Visit https://goldshoreresources.com/ to learn more.
00:00 Introduction: Current State of the Commodity Cycle
00:56 Geopolitical Tensions and Market Drivers
01:25 Consolidation in the Gold and Copper Sectors
02:32 McEwen Mining's Los Azules Project
05:41 Sustainable Mining Practices
07:19 Challenges and Skepticism in the Mining Industry
08:32 Financial Strategies and Market Insights
11:27 Attracting Investors and Modernizing Mining
17:46 Technology and Innovation in Mining
Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
Follow Kitco Mining on X: @KitcoMining(https://x.com/kitcomining)
#mining #investing #gold #commodities