About this episode
Seasoned resource investing expert Ed Baer returns to MSE and offers speculators candid advice. Ed discusses current resource-sector opportunities amid recent commodity enthusiasm and subsequent pullbacks. Baer explains why he got involved with Mogotes Metals in the Vicuna district near major projects and outlines aggressive drilling plans amid lab delays. He also assesses a current loser in his portfolio, Pan Global. Ed Baer currently serves as CEO and Executive Member of the Board of Directors for the private resource investment company DNA Gold Corp. Mr. Baer has extensive experience in strategic planning and business development, spanning over 30 years in the natural resources sector. In his capacity as Interim Chairman and CEO of European Goldfields Ltd., he effected the transformation of the company through strategic initiatives that leveraged his project management, financing and capital markets experience. Mr. Baer also served in a senior corporate development capacity to Greystar Resources Ltd., and held senior executive positions and a directorship with TVX Gold Inc. Having served in senior executive and corporate development positions for junior and mid-tier precious metals companies, he has a demonstrated record in the transformation and successful building and turnaround of соmраnіеѕ. Mr. Baer holds a Master of Laws (LLM) from Osgoode Hall Law School and a Master of Science (Leadership) with Distinction from Northeastern University. He is a member of the Institute of Corporate Directors and obtained the ICD.D designation in 2009. 00:00 Intro 00:46 Euphoria in junior miners 03:11 Reality Check Pullbacks 04:42 Why Gold and Copper 07:09 Financing Window Tightens 07:47 Flow Through Skepticism 09:03 Mogotes Metals Origin Story 10:01 Vicuna District Big Picture 11:43 Drilling Plans and Lab Delays 13:06 Jurisdiction and Due Diligence 14:23 Taking Profits Not Greedy 16:42 Handling Losers: Pan Global 19:31 MRE Timing and Credibility 21:01 Calling Institutions for Clarity 22:08 Opportunity Cost Reality 23:19 Walking Away from Arrogance 24:23 Use Realistic Metal Prices 25:51 Background Checks and Governance 29:00 Options RSUs And Pay Abuse 31:10 Useless Board Seats 33:34 Eike Batista Lesson 36:58 Thunder Bay Due Diligence 39:30 Why Promos Fade Online 40:18 How To Reach Ed Ed Baer’s private investment company: https://www.dnagoldcorp.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment deci
