I met Rick last year in Zürich! The video is by far the best video I've been looking for the whole time. It's great to understand and it's the video with the best content and knowledge of what a commodity investor can watch. In addition, everything is super well summarized. Awesome and a big thank you to you! It also shows you how much work you have to put in to be successful. But from here you just have to work through everything.
Another wonderful session. I particularly noted that recently the 100 top paid ceo's were listed in the globe. I did a little research an only 8 of the 100 have produced a 10% ARR over the last 10 years. So Rick's comments on compensation are very timely.
Thanks for a great video! I hope you will make a video on how to use the SEDI database. Its interface is very confusing. It would be great to be able to look up how much stock insiders actually buy in the open market.
Hi Rick , thanks once more. Your "recycle ratio" for gold miners ( or similar) can be best determined as a "profile of the capital intensity of future production". Is the capital intensity ( Capex/production) declining or increasing? This is more important for underground mines , wherein to meet production targets ( or cash flow requirements) , increasing development capex is required. Similarly, wherether future mines ( prospects) require more capex per future production , thus being less competative/profitable.
How could one find out what fees the management would receive in the event of a takeover? I suspect that this scenario is playing out in a junior miner that I'm invested in. Management seem hell bent on driving SP lower with repeated badly worded RNS's Rambler Metals and mining , Newfoundland Canada. Cheers .
