In this conversation with Kerry Knoll of Generation Mining Limited (TSX: GENM), we discuss what separates real mine builders from the crowd, why so many junior mining companies never actually make it to production, and how he has built a career around identifying assets that can become real operating mines.
Kerry also explains why he believes we are still in the early stages of a broader bull market for many critical minerals, why copper stands out as the most important long-term metal, and how Generation’s Marathon project is positioned as it moves toward a construction decision.
We also get into permitting in Ontario, what investors get wrong about Indigenous relations, why governments in Canada have finally started taking critical minerals seriously, the role of palladium in the project economics, and what it will take for Marathon to get fully financed and under construction.