The Deep Dive called me up for an update on my favorite metals this year, gold, silver, and uranium, but somehow, we got sidetracked (or not) onto due diligence topics. We talked about what I look for when kicking rocks on clients' behalf, or in company actions that speak louder than words, and more...
Timestamps:
00:00 — Introduction
02:15 — AI in Investment Analysis
05:51 — Boots on the Ground: What to Look For
08:24 — Good Mining Projects Always Find Money
10:27 — Verifying Mining Claims: Site Visits and Due Diligence
12:56 — What are you looking for on a site visit?
17:53 — Silver Market Outlook
21:56 — Uranium
25:14 — Where to Find Lobo's Analysis