IMIC Day 1: Notes From the Floor

The first day of this year’s International Mining Investment Conference (IMIC) is now done, and for the Investing News Network it was a busy one.

There was no shortage of industry experts and company CEOs to talk to, and of course there were presentations and panels to take in as well.

If you weren’t able to make it to the event (or if you simply weren’t able to see everything that was on offer), don’t worry — here’s a quick look at what’s been going on at IMIC.

The first panel of the day featured Brent Cook of Exploration Insights, David Morgan of the Morgan Report, David Erfle of JuniorMinerJunky, Kai Hoffman of Oreninc and Nick Hodge of the Outsider Club. The experts shared their top stock picks from companies at the show.

It’s early but #IMIC18 is already busy – top picks at the show panel on now with @nickchodge, David Erfle, @silverguru22, Kai Hoffman of @Oreninc and Brent Cook pic.twitter.com/06vSMYEqhK

— Resource Investing (@INN_Resource) May 15, 2018

Watching the top picks at the show panel at #IMIC18 – so far @silverguru22 and David Erfle have both mentioned @alexcoresource $AXR $AXU

— Resource Investing (@INN_Resource) May 15, 2018

Kai Hoffman of @Oreninc mentions @allegiantgold, @NevadaCopper and Rover Metals at #IMIC18 top picks at the show panel

— Resource Investing (@INN_Resource) May 15, 2018

Another morning highlight was a presentation by Cook, an economic geologist and mining expert. He shared gold market insight and due diligence tips with investors.

Only 66 percent of #gold discovereries since 1950 have become mines, says Brent Cook; for #copper discoveries just 54 percent #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

Also in the morning, Benj Gallander of Contra the Heard told audience members how to profit via commodities this year.

.@BenjContra says ‘if a company has no debt it really knocks down the risk’ at his talk ‘how to profit handsomely via commodities’ at #IMIC18. pic.twitter.com/b1G0SnIA5A

— Resource Investing (@INN_Resource) May 15, 2018

Another morning presentation featured Cory Fleck of the Korelin Economics Report. He talked about what market breakouts investors should watch out for in 2018.

Management, a defined project and liquidity are the top three factors to check when selecting a stock, says Cory Fleck of Korelin Economics Report #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

Peter Schiff of Euro Pacific Capital also gave a presentation at IMIC, discussing the new generation of gold ownership. He also touched on the differences between gold and bitcoin.

#Gold was valuable before it became money and it has many uses, says @PeterSchiff – in contrast, there is no use for #bitcoin other than exchanging it with someone else #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

Another presentation focusing on gold featured Mercenary Geologist Mickey Fulp, who explored whether a new breakout in gold will happen any time soon.

.@mercenarygeo says ‘we’re in a period of low geopolitical risk despite Trump’ at #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

In the afternoon, Steve Yuzpe, president and CEO of Sprott Resource Holdings, gave a presentation about copper and the future for the base metal.

Steve Yuzpe of Sprott Resource Holdings says ‘the future, and in particular the green future is in #Copper‘. #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

Another high point of the day was an energy outlook panel moderated by Jay Roberge and featuring Gianni Kovacevic of CopperBank Resources (CSE:CBK), Simon Moores of Benchmark Mineral Intelligence and Chris Parry of Equity Guru.

Elon Musk said recently he wants to take the #cobalt out of #lithium-ion batteries – but “that can never happen,” says @sdmoores. #Cobalt can never be fully removed #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

.@GianniKov: ‘what oil was to the last century is what copper is to the next century’. #energy #Copper #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

Later in the day, Hodge moderated a uranium showcase that included Chris Frostad of Purepoint Uranium (TSXV:PTU) and Warren Stanyer of ALX Uranium (TSXV:AL).

At the #IMIC18 #uranium showcase – Chris Frostad of @PurepointU3O8 says #Japan is a red herring for the market; Warren Stanyer of @ALXUranium disagrees, says reactor restarts are important

— Resource Investing (@INN_Resource) May 15, 2018

The last panel of the day was moderated by Jay Martin of Cambridge House and featured Parry, Jason Hamlin of Gold Stock Bull and Jayant Bhandari. The analysts discussed where they are putting their cash, and where they see risks and rewards.

.@JayantBhandari5 and @goldstockbull agree that #gold-backed #cryptocurrencies are a good idea #IMIC18

— Resource Investing (@INN_Resource) May 15, 2018

The Investing News Network was busy conducting video interviews at booth 815. Day one interviewees included: Kovacevic, Erfle, Yuzpe, Andrew Pollard of Mining Recruitment Group and Rob Furhman of Katusa Research, among others. Interviews will be posted over the next week or so, so stay tuned!

.@GianniKov is our first interview at #IMIC18 – stay tuned for the video! pic.twitter.com/k0r0bjArNG

— Resource Investing (@INN_Resource) May 15, 2018

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.

Editorial Disclosure: Alexco Resource and ALX Uranium are clients of the Investing News Network. This article is not paid-for content.