Unpacking Mining Investment Principles & Industry Opportunities

In this debut episode of Beneath the Principles, we dive into the key principles that guide Michael in selecting mining companies for investment. Michael shares his approach to identifying value and mitigating risk in an often volatile sector.

The conversation takes a turn when we explore the unexpected news of junior miner True North Copper going into voluntary administration, just as they were about to start production. We discuss the lessons this offers and how mining companies can avoid similar pitfalls.

We also cover the huge opportunities available for mining companies, especially in light of the ongoing talent shortage, and why leadership and proactive strategies will be crucial for those looking to thrive in the evolving mining landscape.

Join us as we explore investment strategies, industry challenges, and what the future of mining could look like with the right leadership and vision.