International Metal Writers Conference 2017, Day 2: Notes from the Floor

Day two of the International Metal Writers Conference just wrapped up, and it was a busy show for the Investing News Network. The team hit the floor hard to speak to companies and industry experts, and of course had the opportunity to take in some presentations.
If you weren’t able to make it to the conference (or if you simply weren’t able to see everything that was on offer), don’t worry. We’ve put together a recap of the highlights of the day. You can also check out our notes from the floor for day one by clicking here.
The second day kicked off with Rick Rule of Sprott US Holdings talking about the importance of people in the pursuit of profit.

“Have the discipline to invest with the serially successful,” says Rick Rule – people like Robert Friedland and Ross Beaty #IMW2017

— Resource Investing (@INN_Resource) May 29, 2017

“People who are serially successful attract other serially successful people,” says Rick Rule – they also attract better projects #IMW2017

— Resource Investing (@INN_Resource) May 29, 2017

What makes a person serially successful? Curiosity, hard work and tenacity, among other things, says Rick Rule #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

Next up was Frank Holmes of US Global Investors, who moderated the panel “One Million Ounces of Gold.” It included presentations from Gran Columbia Gold (TSX:GCM), Klondex Mines (TSX:KDX) and Red Eagle Mining (TSXV:RD).

“The operative word to look for is free cash flow,” says @bulldogholmes #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

Later in the morning, attendees had the chance to hear more from Rick Rule, as well as Keith Weiner of Monetary Metals, Contra the Heard’s Benj Gallender, Oreninc’s Kai Hoffman, Peter Schiff of Euro Pacific Capital and John Kaiser of Kaiser Research.

Benj Gallander of The Contra Guys says more risks to investing now than in 2008 – (Trump, Brexit etc.) Buys fewer stocks. pic.twitter.com/Y2XsfnUnPI

— Resource Investing (@INN_Resource) May 29, 2017

John Kaiser @KaiserResearch talks about visualizing outcomes at #IMW17 pic.twitter.com/bySwQbXrM5

— Resource Investing (@INN_Resource) May 29, 2017

Why aren’t US investors buying #gold? @PeterSchiff says it’s because the typical American gold buyer is now optimistic about #Trump #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

Many Obama-era problems precede Obama, says @PeterSchiff – and they’re likely to blow up under #Trump, not get fixed #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

In the afternoon, investors were able to hear more from the exhibiting companies and speakers. They covered different aspects of the resource sector and discussed commodities from copper to uranium.

Michael Alkin The Stock Catalyst Report: uranium is a growth industry “I think now is the time to start getting very interested in uranium.” pic.twitter.com/K9G8rrxMPu

— Resource Investing (@INN_Resource) May 29, 2017

“What’s the share structure? What’s the goal of the project? Do you have the expertise to do what you say?” asks @nickchodge #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

As long as #gold stays under $1,300 there will be downside pressure and opportunities to buy, says Omar Ayales #IMW17

— Resource Investing (@INN_Resource) May 29, 2017

One of the day’s closing panels was moderated by Andrew Pollard, president of the Mining Recruitment Group, and included Doug Froster of Featherstone Capital, Mark O’Dea of Oxygen Capital, and Eira Thomas of Kaminak Gold (TSXV:KAM). The group discussed how they built and sold their projects in addition to what to look for in a project.

Eira Thomas, President & CEO of @KaminakGold says shareholders are looking for companies that are responsible with their cash pic.twitter.com/jRXVGTnkID

— Resource Investing (@INN_Resource) May 30, 2017

The Investing News Network team had the chance to talk to experts and CEOs during the day. Stay tuned for our video interviews with speakers like Ed Steer, Thom Calandra and Peter Schiff!
Don’t forget to follow us @INN_Resource for real-time news updates!
Securities Disclosure: I, Priscila Barrera, hold no direct investment interest in any company mentioned in this article.