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Ivan Bebek | An Exploration Focus and Contrarian Investing Thesis Deliver Significant Returns in Metals
Manage episode 305721370 series 2834549
เนื้อหาจัดทำโดย Nola Heale เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดเตรียมโดย Nola Heale หรือพันธมิตรแพลตฟอร์มพอดแคสต์โดยตรง หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่อธิบายไว้ที่นี่ https://th.player.fm/legal
Ivan Bebek started his career as a stock broker and developed an interest in contrarian investing as practiced by Warren Buffett. He focused on mining companies but found there was limited reward in tracking several companies; he wanted instead to focus extensively on one or two stocks. This intense analysis and focus led to Ivan’s significant success in Ghana - Cayden Resources, sold to Agnico Eagle in 2014 for $205 million, and Galiano Gold that continues to operate the Asanko gold mine in joint venture with Gold Fields.
Ivan now has his drills focused on discovering new mines in Peru, Chile and Canada. The resource markets are out of favour with investors but this makes them the contrarian play Ivan loves. He sees a looming perfect storm as demand for base minerals grows at the same time established mine reserves are decreasing. Prices should begin escalating significantly just as his new mines come on stream for development, to produce into that demand.
The mining industry has made, and continues new, enormous strides in the environmental, social and governance arena (ESG). This includes working with local communities where mines are developed, on sustainability and shared success, avoiding mine disasters, and reducing their own carbon footprints.
The Covid-19 pandemic has had an impact even in the exploration industry where less people are available to assay samples extending time to results by as much as 15%. Bebek’s companies mitigate the impact by running more drills and with careful cash management. Despite having caught the virus twice and had a serious reaction to the vaccination he believes the vaccination is potentially the best way for the world to eliminate the pandemic.
Tune in to hear about:
- What combination of mineral investments to hold for mixed, but well above average, return over a longer time horizon.
- How to know when the return on mining or exploration shares will start improving.
- Government green energy bills and decarbonizing economies – what happens to gold.
- How Ivan Bebek can effectively drive progress in four exploration companies, simultaneously.
- And more.
Mentioned in this episode
Ivan Bebek LinkedIn
Email Ivan Ivan@SombreroResources.com
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