In this episode, Andy connects with Keith Schaefer to discuss the current state of metal prices and gold’s position as a hot commodity. Keith provides insights into the junior mining sector, focusing on the importance of management quality and share structure when evaluating mining investments. They discuss the potential of companies like Luca Mining and Calibre Mining, highlighting key catalysts for a promising stock re-rate. Additionally, Keith shares his views on the oil and gas market, emphasizing the efficiency gains in oil field services and the importance of choosing the right investment teams. Finally, practical advice is given on evaluating…
