Michael Gray on an Analyst's Perspective of BC's Unique Geology | Mining Over Canada
CSE's Anna Serin is joined by Michael Gray, Partner at Agentis Capital to discuss the nuances of analyzing mining companies and how BC presents some very unique mineral opportunities, specifically in the vaunted 'Golden Triangle' region in NW BC. Here are some of the highlights of their chat:
0:00 - Introducing Michael Gray
4:58 - The due diligence process from an analyst's perspective
7:35 - What types of mining companies do institutions invest in?
11:28 - How Michael got into mining
13:40 - The process of evaluating a company
16:15 - Evaluating management
19:00 - The game changers in BC mining over the past 20 years
22:37 - The Golden Triangle and what makes it special
25:41 - What does responsible mining look like?
Michael has over 30 years of experience in the metals and mining industry, including nearly 15 years as one of the top mining research analysts in the industry. He has established a proven track record in identifying companies with potential Tier 1 assets at early stages, allowing these companies to successfully engage the capital markets while on the cusp of significant potential growth.
Most recently, Michael was the Head of Canadian Mining Equity Research at Macquarie, where he covered some of the industries' top stories, including Wheaton Precious Metals, SSR Mining, Richmont Mines, MAG Silver, Gold Standard Ventures and GT Gold. Additionally, Michael was the Co-Founder of Rubicon Minerals and has worked as a Geologist for Lac Minerals, Falconbridge, Minnova and Cominco.
Prior to Agentis, Michael worked for Macquarie Capital Markets Canada Ltd., Genuity Capital Markets and PI Financial. He holds a Master of Science in Economic Geology from Laurentian University, and a Bachelor of Science in Geology from the University of British Columbia.
Learn more abour Agentis at https://www.agentis.ca/
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