The morning session of Sohn & Hearts Minds conference has turned to an old staple as a pick: gold. Not just any gold, but frontier gold.
Terra Capital founder and chief investment officer Jeremy Bond argues gold remains a strategic hedge against continued government spending and inflation.
While its had a tough year, down more than 30 per cent, its starting to generate value. But the best way to gold is through a miner, he says. Here Bond nominates Canadian-listed G Mining Ventures as having that potential.
The company is developing mines in Africa and South America. The company leverages “hall of fame expertise” in building 20 mines over its life in frontier territories for rapid growth, Bond says. “No gold company will produce have a greater production growth than G Mining.
They will produce 300 per cent growth in the next few years, and that is why we want to own G Mining”.
The company plans to double production to 350,00 ounces in the next two years and reach 600,000 ounces within three years, driving 300 per cent growth.
“We love gold. You want to go to where the best potential mines are but with the best teams. The cashflow will be absolutely insane compared to tech companies these days”.
This article was originally posted by The Australian here. Licensed by Copyright Agency. You must not copy this work without permission.
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According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.
Sohn Hearts & Minds today announced that Robert F. Smith, Founder, Chairman and CEO of Vista Equity Partners, will headline the near-sold-out 2026 Investment Leaders Conference in Queenstown, New Zealand, on 6 November.
It seems hard to believe, but just a little over two years ago an investment in frontier artificial-intelligence play Anthropic was considered a contrarian bet. Today the start-up behind the Claude model is on the cusp of a $US2 trillion ($2.7 trillion) stockmarket listing.
In an episode of The Astute Investor, hosted by long-standing Sohn Hearts & Minds Conference supporter LGT Wealth Management, Martin Randall speaks with Isaac Kim and Michael Romano of Lightspeed Venture Partners about the opportunities, risks and investment implications of AI.
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