In this conversation with Michael Gentile of Bastion, we discuss how he evaluates junior mining companies, why simple geology often leads to better outcomes, and what separates a real mine build from a story stock. Michael explains why communication matters so much in this sector, how he thinks about infrastructure, strip ratio, grade, scale, and capital efficiency, and why he starts every investment with one question, is the commodity likely to be meaningfully higher five to ten years from now.
We also get into the macro backdrop, including the Middle East conflict, long-term gold tailwinds, debt, deficit spending, and why Michael believes recent volatility has actually strengthened his bullish case for gold over time. From there, he walks through what he looks for in development-stage companies and highlights several names in Argentina, Newfoundland, and Quebec that he believes still offer major upside if they continue executing.
Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
