Copper Conviction: Three Explorers in Michael Gentile's Portfolio
Join strategic investor Michael Gentile and the leadership teams of Cascadia Minerals, Canterra Minerals, and Leviathan Metals for a panel discussion on three distinct copper exploration stories spanning the Yukon, Newfoundland, and Botswana's Kalahari Copper Belt. Hear why Gentile has positioned in each company and how these explorers are advancing new discoveries amid surging global demand for copper.
Mon, June 29, 2026 at 2:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the junior mining sector, particularly the copper market, highlighting investment strategies and discussing three specific companies involved in copper mining. Michael Gentile shared his investment approach and the current market dynamics affecting copper demand and supply. Key Discussion Points - Overview of Michael Gentile's investment strategy in junior mining, emphasizing a rigorous, institutional approach. - The current state of the copper market, including historical underinvestment and rising demand due to global infrastructure needs. - Introduction of three companies: Cascadia Minerals, Cantera Minerals, and Leviathan Metals, with a focus on their projects and infrastructure advantages. - Discussion of the geographical advantages of the projects, including access to infrastructure and lower drilling costs. - Insights into the permitting processes and historical mining developments in Newfoundland. Decisions Made - No explicit decisions...
Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia’s Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA).
Graham Downs began his career in the mineral exploration industry over 25 years ago with Archer, Cathro & Associates (1981) Limited, a consulting geological engineering firm focused in Yukon. He held a number of positions within Archer, Cathro ranging from prospecting to managing early and advanced stage exploration programs. He transitioned his field experience into marketing and communications for a number of junior resource companies before focusing on business development including financing and property transactions. In 2007, he was appointed CEO of ATAC Resources Ltd., in 2015 he was made President and in 2022, he was appointed Director. Over his career, he has raised over $100 million for mineral exploration and has completed numerous transactions with junior to major mining companies.
Mr. Pennimpede is a professional geologist with a strong focus on corporate development, strategy, and business development within the mineral exploration and mining sector. He has extensive experience working with exploration-stage companies advancing mineral projects through discovery and value creation.
Previously, Mr. Pennimpede served as Vice President of Corporate Development at Contact Gold Corp., a gold exploration company focused on Nevada. Earlier in his career, he held technical and exploration roles with Underworld Resources and Northern Empire Resources. Mr. Pennimpede combines technical geological expertise with capital markets and corporate development experience to guide Canterra’s strategic growth.
Luke Norman is a seasoned growth executive with 20 years of experience in the venture capital markets. He has raised in excess of $300M for both public and private companies predominantly in the resource sector. In recent years, Mr. Norman has operated a consultancy company to the metals and mining industry. He also co-founded Gold Standard Ventures Corp., a TSX-V and NYSE Market listed gold exploration company and US Gold Corp., listed on the Nasdaq exchange. He is the Chairman of Silver One Resources, a silver pre-development and exploration company listed on the TSX-V. Mr. Norman brings expertise in mineral exploration, finance, corporate governance, M&A and corporate leadership to his role as President & CEO.
Replay transcript excerpt
Speaker 1: So, good afternoon, everyone. Speaker 1: My name is Michael Gentile. I'm joined today with 3 of my top investments in the copper sector in the junior mining space. Just a housekeeping item before we begin, just let you know this is a live event, but there will be a recording available after for others to watch the episode here today. So for those of you who don't know me, I'm going to start just a quick 3, 4 minute overview on my approach to junior mining in the sector. And then we're going to transition quickly afterwards to the 3 companies which are the main event of the interview today. Speaker 1: I am a strategic investor in the junior mining space. I personally own the top shareholding position of about 35 Speaker 1: junior mining companies. Speaker 1: I worked for 25 years as I still do as an institutional fund manager, currently with Bastion Asset Management. I also deploy a lot of my own personal capital in the junior resource sector. So the personal investments are in the microcap junior exploration space that we're talking about today. I also help run about 900 billion dollars for Bastion Asset Management, invest typically in all sectors and the mining space and producing assets. So I have a unique perspective where I go all the way from a $10 million microcap all the way to some of the biggest mining companies in the world in terms of what I cover in the space. And it gives me a unique perspective from that level. Speaker 1: When I started in 2018, Speaker 1: deploying a lot of my capital in the junior resource spectrum, my personal capital, I realized it was a bit of the Wild West, kind of a casino mentality. And I wanted to bring an institutional Speaker 1: rigorous approach to investing in junior mining, which I felt was lacking. Having inves...
