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The View from Howe Street: Navigating the Mining Bull Market After the "Easy Money"
In this episode, Trevor welcomes Justin Hayek of Ventum Financial to analyze the current bull market in the mining sector, which has seen a significant run over the last year. They discuss how the "easy money" has been made and how capital is now flowing downstream into development and junior exploration companies. Hayek highlights the massive influx of institutional capital seen in recent oversubscribed financings and describes the current M&A environment as intelligent and healthy. Finally, the conversation looks ahead to where value can still be found, focusing on critical minerals and takeover candidates, while pondering if this bull market could have a multi-year run similar to the 2002-2007 cycle.
Published on 2 days, 6 hours ago