Resources
Jamie Keech

Dan Wilton: From Private Equity To CEO

“A lot of the CEOs don’t want the accountability of one shareholder. Historically, I think a lot of CEOs in the mining sector, from very junior exploration companies to large-cap, always wanted nameless, faceless shareholders. They want someone that they can go have 1 or 2 marketing meetings with per year and give them 30-minute updates and feel good about it.” Dan Wilton is the CEO of First Mining Gold, a $150 million market cap gold developer. Before taking on

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The Real Reason For A Refugee Crisis In Europe

Wikipedia describes a Ponzi scheme as: “A fraudulent investment that involves the payment of purported returns to existing investors from funds contributed by new investors. It is an investment system where the investment profits are paid with the money from other investors, and those who experience profit believe the profits come from non-investors such as business activities, or the earnings and growth of a company.” When the very concept of the state first came into being, the role and responsibility

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Financial Markets
Chris MacIntosh

Hold My Beer – Let’s Watch SoftBank Venture Capital Plunge

Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities. You’re one man at the helm of a ¥11.6tn empire with sole discretion as to how you operate. Sure, you’ve got shareholders. But the way you’ve structured the business, the term “corporate governance” is as foreign as that thing that came out of Sigourney Weaver’s stomach. You’ve used “shulbit” accounting and multiple interlinked entities to

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Global Trends
Chris MacIntosh

Is Huawei A Chinese Intelligence Agency That’s Heading to Hell?

An old acquaintance (the CIO of an $800 million macro fund) rang me up last week to chew the fat on the Huawei deal and the ramifications. And so — since I’m a lazy bastard — I figured I’d use the meat of the conversation for this article. You’re probably aware of the bans the US government has now placed on dealing with Huawei. Specifically prohibiting American firms from selling them (and others on the blacklist) high tech products. The

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RI Podcast
Jamie Keech

The Mining Industry’s Most Interesting Investment Banker: Ali Pejman

If you want to be the CEO of the company, you need to have the ability to understand capital markets, be involved in it, engage in it, and compete to take your piece of the capital from it. Ali Pejman is a mining-focused investment banker and Partner at Fort Capital. After beginning his career as an accountant at PwC, Ali went on to spend 16 years as a banker at Canaccord where he worked his way up to Managing Director

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Weekly Recap
Chris MacIntosh

DM Me If You’re A Dwarf

Isht You Wouldn’t Believe Last week was “Nazi pride week” in Mongolia. Pic taken on the steps of parliament. No kidding! When I first visited Ulaanbaatar, I was puzzled at the Nazi bars. Seemed sort of like a theme bar — kinda like you’d expect maybe a weird vampire themed bar or a girly bar. Except these ones had swastikas. I never ventured inside, though I now wish I had. Perhaps they’ve pictures of Auschwitz or maybe just an old

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RI Podcast
Jamie Keech

Half A Century Of Discovery With Canada’s Most Prolific Explorer

They’re treasure hunters… Your traditional prospectors, unfortunately, have a propensity to, when they find things and get a pay day, they end up either destroying their lives or getting drunk until the money is gone and then have to go and do it again… I haven’t been that bad. Ron Netolitzky is one of the most successful geologists, prospectors and mining entrepreneurs in Canadian history. He has been involved of dozens of mineral discoveries around the globe, and, in 2015,

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The Art Of Finding A Mountain

I have a question for you today. Two actually. Both come from subscribers. But before we get into them, some thoughts on life goals. Yeah, that’s the topic today (as you’ll see from the questions shortly), but not in the “rah rah, self help, visualize yourself with a Lambo, do some yoga every morning, and go vegan” codswallop that some dude in a skirt wants you to do while sitting in a room full of other people humming… when all

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