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Please find full Crescat Gets Activist on Gold #108 including a macro portion by Portfolio Managers, Kevin Smith & Tavi Costa, here: https://youtube.com/live/wMGtWS09YH8Since the inception of our Precious Metals Fund in August of 2020, we have been hard at work negotiating deals in what we believe to be the best gold and silver exploration companies around the globe. Capitalizing on the anticipated bull market in precious metals is one of our most important themes today. The Crescat Gets Activist on Gold and Silver series aims to educate the broader market about the current opportunity within the mineral exploration space and help attract a new generation of investors to a sector we believe is coming out of a long slumber.Our Geologic & Technical Director, Quinton Hennigh, PhD, acts as the fund’s advisor, utilizing his 38 years of industry experience to aid in the construction of our activist portfolio. Dr. Hennigh has identified many of the best next generation mining assets on the planet that are still in hands of exploration companies today. Crescat then helps supply the necessary growth capital to advance these carefully vetted projects in return for significant equity stakes. With Quinton’s guidance, we are making sure that our capital is spent on the technical work needed to make, validate and expand the promising discoveries these companies hold.Quinton started his career exploring for major gold miners including Homestake, Newcrest, and Newmont. Over the past fifteen years, he has focused on working with smaller cap explorers including Novo Resources, one of Crescat’s largest positions, where he made multiple gold discoveries in the Pilbara region of Western Australia. Quinton is credited with discovery of the 5-million-ounce Springpole alkaline gold deposit near Red Lake, Ontario. He was instrumental in recognizing potential for high-grade gold deposits at the Fosterville mine in Eastern Australia and advocating for Kirkland Lake to acquire it which it did in 2016 resulting in what is arguably the single most economically successful high-grade gold mine of the last decade.Currently at Crescat, our activist portfolio contains over 80 different junior explorers. We strive to create value by capitalizing on Quinton’s knack for identifying junior companies with high quality assets today that have the potential to be some of the most profitable mines of the next decade. These are not the same old picked-over carcasses of the last mining cycle. We are investing in a new generation of mineral deposits all over the world, each with a unique story to tell. On our weekly live streams, you will get the chance to hear directly from Quinton, as well as our Portfolio Managers, Kevin Smith and Tavi Costa. The team will be profiling our strategy and the investment thesis behind each of these companies. Each company controls potentially rich underground gold and silver deposits in favorable jurisdictions that should propel them to substantially larger valuations as we enter the new bull market in commodities
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