FULL DISCLOSURE: Northern Superior Resources is a sponsor of theDeepDive.ca.
In this conversation with Simon Marcotte, CEO of Northern Superior Resources (TSXV: SUP), Simon explains why he still believes we are in the early innings of a major gold cycle and why the macro backdrop keeps pointing towards much higher prices.
Simon lays out the disconnect between gold company free cash flow and equity valuations, breaks down the distortions driving today’s AI fueled market, and explains why real rates, deficits, and money flows remain the critical signals to watch. Simon also shares the risks that could shake the gold trade in the short term and why he still thinks gold and gold equities become the next major bubble of this cycle.
Simon also talks about Canada’s growing strategic importance for gold producers, the implications of Ottawa’s major projects office, and the logic behind Northern Superior’s merger with IAMGOLD. Finally, he looks ahead at where the real torque could be for investors and what commodities outside of gold he’s starting to watch again.
FULL DISCLOSURE: Northern Superior Resources is a client of Canacom Group, the parent company of The Deep Dive. The author has been compensated to cover Northern Superior Resources on The Deep Dive, with The Deep Dive having full editorial control. This is not a recommendation to buy or sell. We may buy or sell securities in the company at any time. Always do additional research and consult a professional before purchasing a security.
