Gold Investor Fireside Chat: 2020 Learnings & 2021 Outlook
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Mon, December 14, 2020 at 2:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting was a Gold Investor Fireside Chat featuring insights from industry experts discussing the lessons learned from 2020 and their outlook for 2021. Panelists shared their experiences and predictions regarding gold investments and market dynamics influenced by the COVID-19 pandemic. Key Discussion Points - Reflections on the adaptability of individuals and businesses during the pandemic. - Surprises in the financial markets, particularly the unexpected recovery of stock prices despite economic downturns. - The performance of gold and gold mining stocks in relation to broader market trends. - Predictions for gold prices and the potential for gold mining stocks to rise significantly in the coming years. - Discussion of the "battered gold bull syndrome" affecting investor confidence in gold stocks. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Continue monitoring the performance of gold and gold mining stocks to asse...
Mr. Lepard runs Equity Management Associates, LLC, an investment partnership which has focused on investing in precious metals since 2008. His Fund invests in emerging gold producers and drill stories, as well as larger companies which show attractive growth and cash flow. Mr. Lepard is also a Director of Rise Gold Corporation and Amarillo Gold.
Prior to EMA, Mr. Lepard spent 25 years as a professional investor and venture capitalist. Lawrence holds an MBA with Academic Distinction from Harvard Business School and a BA in Economics from Colgate University.
Stephen has more than a decade of experience in the mining industry, in both technical and capital markets roles. While at Vale’s Thompson operation, he oversaw multi-million dollar construction contracts, evaluated the economics of new mining complexes and was integral to the development of the long-range mine plan for the T3 operation.
Mr. Soock spent 5 years in various mining engineering positions at sites across Canada before moving into mining equity research with GMP Securities – now Stifel GMP. Since that time, he’s covered senior and intermediate gold producers, base metal producers and exploration companies, as well as providing macro-economic analysis for factors related to precious metals. He currently covers 10 companies in the junior gold and silver space (including Steppe Gold).
Stephen has a B. Sc. in Mining Engineering from Queen’s University, is a Chartered Financial Analyst and a registered Professional Engineer.
Aneel is EVP and Director of Steppe Gold, and a ï¬nancial services professional with 15 years of progressive experience in capital markets having worked on over $1B in deals. He is the founder of ATMA Capital Markets, focusing on advising public and private companies in the Natural Resources sector. Aneel holds an MBA from the Goodman Institute of Investment Management at John Molson School of Business.
Replay transcript excerpt
Speaker 1: Hi, everyone. Thank you for joining a very special Gold Investor Fireside Chat today hosted by 6. I'm pleased to introduce our panelists today, Speaker 1: Anil Raj, Speaker 1: Executive VP and Director at Stepgold, Speaker 1: Lawrence Lecker, Partner at Equity Management Associates, Speaker 1: and Stephen Suk, Equity Research Analyst for the Mining Category at Stiefel GMP. Speaker 1: I want to let our audience know that we will be setting aside some time towards the back half of this event for a live Q&A session, so please submit your questions directly to any of our panelists during the using the Q&A panel on the right hand side of your screen at any point. Now before we really dive into the 2020 learnings and 2021 Speaker 1: outlook, I'd like to pass it over to you and Neil for some quick opening remarks and what you hope to achieve here today because you really were the driving force that brought everyone together today. Speaker 2: Thanks very much Jane and thank you everyone for joining today. Speaker 2: I really appreciate Lawrence and Stephen taking time out of your busy schedules Speaker 2: near the end of this year to join this panel. We thought it'd be something unique and a little bit different from what we've done all year providing a normal corporate update and maybe even some more insight Speaker 2: from people who are actually gold influencers Speaker 2: and not just the miners. Speaker 2: And I think Speaker 2: this platform will allow for our investors to ask the questions. It's an informal Speaker 2: discussion to discuss, Speaker 2: I mean, what we learned this year and what we're looking forward to in the new year. And please submit any questions you have for any of us and Speaker 2: we hope you enjoy Speaker 2: this webinar or fireside ...