Join Minera Alamos' President, Doug Ramshaw, and Incrementum's Fund Manager, Ronald-Peter Stoeferle, for a robust conversation on the recent election results, the precious metals markets and the state of junior miners and for a frank discussion on economic trends. Both are available for questions from the live audience.
Thu, November 7, 2024 at 11:00 AMendedReplay
Investor webinar replay
Meeting Overview The meeting featured a presentation by Ronnie Stofferley, discussing insights from the "In Gold We Trust Report," which focuses on the current state and future predictions for the gold market. The discussion also included perspectives from Doug Ramshaw, president of Monero Alamos, with an emphasis on the evolving dynamics of gold demand and the impact of geopolitical factors. Key Discussion Points - Overview of the "In Gold We Trust Report" and its significance in the gold market. - Analysis of gold price trends and predictions, including a potential target of $2,700. - Discussion on the unusual behavior of gold prices in relation to rising real interest rates. - Examination of central bank gold purchases and their impact on the market. - Insights on the shift of gold demand towards emerging markets, particularly China, India, and the Middle East. - The implications of the BRICS summit on the global financial architecture and gold's role within it. Decisions Made - ...
Doug Ramshaw is a senior executive and corporate director with more than 25 years of experience in the mineral resource sector. His work has focused on mineral project evaluation, M&A and business development strategies supporting corporate growth.
Mr. Ramshaw previously worked as a mining analyst for an independent brokerage firm in London, UK and has served in various executive capacities for a number of publicly listed junior resource companies. He sat on the board of Great Bear Resources from 2016 until its $1.8 billion takeover by Kinross Gold in February 2022. He holds a Bachelor of Science in Mining Geology from the Royal School of Mines.
Ronnie is fund manager and managing partner of Incrementum AG. He studied Business Administration and Finance in the USA and at the Vienna University of Economics and Business Administration, and also gained work experience at the trading desk of a bank during his studies. Upon graduation he joined the Research department of Erste Group, where he published his first “In Gold We Trust” report in 2007. Over the years, the Gold Report has proceeded to become one of the benchmark publications on gold, money, and inflation. Since 2013 he has held the position as reader at scholarium in Vienna, and he also speaks at Wiener Börse Akademie. In 2014, he co-authored the book “Austrian School for Investors” and in 2019 “Die Nullzinsfalle” (The Zero Interest Rate Trap). He is also a member of the board of Tudor Gold, a Canadian exploration company with projects in the legendary Golden Triangle, British Columbia, and an advisor to Matterhorn Asset Management, a global leader in asset preservation in the form of physical gold stored outside the banking system. Ronnie is married and proud father of three daughters. He likes to spend his spare time with his family, watching and playing football, running, and at classical concerts.
Replay transcript excerpt
Speaker 1: Good morning, good afternoon, good evening, depending on where in the world you're signing in from. I've got the luxury and privilege to sit down today with Doug Ramshaw, president of Monero Alamos, and Ronnie Stofferley, the fund manager and managing partner of Incrementum. Gentlemen, thanks so much for joining me today. Speaker 2: Thank you very much. Good to be here, Ronnie. Speaker 1: So here's how today's gonna go. 1st, Ronnie's gonna go through a deck he put together, which I'm very much looking forward to. Then I'm gonna go ahead and pose both speakers a few questions. Speaker 1: And if there's time remaining, we're going to jump to some of the audience questions that are on today's topic. Speaker 1: To that end, there's a chat button in the bottom right of your screen. We really do encourage you to use it at any point during the presentation today. Speaker 1: Now, I know some questions came in advance about Monero Alamo specifically and really appreciate everybody sending those over. Some are a bit outside the purview of today's conversation, Speaker 1: but I've made sure Doug has them and he'll reach out to you via email with those answers following today's presentation. Speaker 1: Now that being said, if there are any questions that are right on topic today, I'll sneak them into the conversation as early as I can, so please do feel free to use that chat box on the right-hand side of your screen. I'll also say today's event is being recorded and the replay will be available both this afternoon Speaker 1: and on YouTubeN6.com. Speaker 1: So with my stuff out of the way nobody's here to see me I'm gonna throw it to Ronnie to start the presentation off today Speaker 3: thank you very much thank you very much Romeo Speaker 3: good evening from from Eu...
