The Best Use of Capital in a Gold Bull Market (Jeff Quartermaine)

It was our privilege to sit down with Perseus Mining CEO Jeff Quartermaine. Jeff has run the West African gold miner for over a decade, helping take the company from a junior to where it is today. We discussed the recent M&A drama involving Predictive, capital allocation in a world of US$3k/oz gold, his view on hedging as well as the all-important aspect of jurisdictional risk. Chapters: (0:00) Introduction (1:33) Lundin and Zijin at Predictive (3:00) M&A in hot gold market? (7...

Om Podcasten

An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.