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Joe Mazumdar on Why Attend (and When Not to Attend) Site Visit

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Manage episode 493727437 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Joe Mazumdar discusses the importance of site visits in mining, the challenges of writing and analyzing insights from these visits, and the current state of the copper market and rare earth elements. He emphasizes the need for pre-filtering before site visits, the volatility of the regulatory environment, and the significance of understanding management interactions. The discussion also touches on the electrification of the world and the importance of investing in companies that can build in the current market environment.

  continue reading

3690 episodes

Artwork
iconShare
 
Manage episode 493727437 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Joe Mazumdar discusses the importance of site visits in mining, the challenges of writing and analyzing insights from these visits, and the current state of the copper market and rare earth elements. He emphasizes the need for pre-filtering before site visits, the volatility of the regulatory environment, and the significance of understanding management interactions. The discussion also touches on the electrification of the world and the importance of investing in companies that can build in the current market environment.

  continue reading

3690 episodes

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