This is very good. Really highlights the complexity of mining economics. He mentioned FCF/oz gold or FCF/lbs copper, etc, makes sense... maybe he can talk about what a healthy ratio for that in the case of gold, silver, and copper? and it also depends on among other things, if a miner is mining the stuff in a sustainable way or as some would tend to highgrade when prices go down. anyway good interview and guess, maybe next time he could talk more about FCF
I follow your channel for relevant info. Maybe it is just me. Your guest’s audio is not clear. I started researching him hoping I could read instead of listen. Majority of published credit is about his book. The rest is about how he was fired by his last employer. 2 types of authors, one that doesn’t know; the other one that doesn’t know he doesn’t know.
