After nearly two weeks in the U.S., attending and speaking at two of the most important events in the mining sector – the Precious Metals Summit (Beaver Creek) and the Gold Forum Americas at the Denver Gold Show (Colorado Springs) – we are back with renewed focus and insights that we are eager to share with you. Both conferences were invaluable opportunities to meet face-to-face with management teams, ask tough questions, and discuss the critical milestones that lie ahead for our portfolio companies. The overall sentiment was ‘constructively positive,’ though the lack of euphoria suggests that there’s still room for growth—an excellent signal for disciplined, active, long-term investors like us.
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