Filmed at 121 Mining Investment London November 2021.
Panellists include:
Patrick Chidley, Partner, 3ppb LP
Jonathan Guy, Senior Analyst, Mining Equities, Berenberg
John Wong, Portfolio Manager, Ruffer Funds
Angelos Damaskos, CEO, Sector Investment Managers
Areas covered:
- Where is global finance heading in the wake of tremendous global debt and limited Fed options
- Are gold and silver equities becoming more relevant for the generalist versus ETFs and options on the metals?
- Since posting excellent cashflows, where is shareholder trust at now? Are miners less or more capable of signing off on exploration spend and new projects?
- Dividends, reducing costs, exploration or acquisitions – what do shareholders want as we head into 2022?
- Is a lack of growth potential inhibiting investor confidence in producers?
