Sector Expert: Joe Mazumdar

Exploration Insights

Image: Joe Mazumdar

Joe Mazumdar is an economic geologist/analyst at Exploration Insights. Prior to that he was a senior mining analyst at Canaccord Genuity and Haywood Securities prior to that. His experience includes director of strategic planning, corporate development at Newmont and senior market analyst/trader at Phelps Dodge. Mazumdar also worked in technical roles for IAMGOLD in Ecuador, North Minerals in Argentina/Chile and Peru, RTZ Mining and Exploration in Argentina and MIM Exploration and Mining in Queensland, Australia, among others. Mazumdar has a Bachelor of Science in geology from the University of Alberta, a Master of Science in geology and mining from James Cook University and a Master of Science in mineral economics from the Colorado School of Mines.



Recent Interviews

Why Brent Cook and Joe Mazumdar Are Doubling Down on the Exploration and the Insights (2/25/16)
Gold in Non-Dollar Currencies

Now that Exploration Insights founder Brent Cook is starting to see the bright side of the mining equity cycle, he brought in former Canaccord Genuity Analyst Joe Mazumdar to cover developers and producers at the newsletter. In this interview with The Gold Report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies.

How to Spot Buyout Clues in Today's Resource Market (11/2/15)
Mining M&A

What if you could tell before a press release comes out that a company is poised to be bought out, possibly at a nice premium? Sounds good, right? By watching historic patterns, that might just be possible. The Gold Report reached out to experts who have been around through enough cycles to know and asked for the clues they watch that an acquisition might be imminent. From location and early investment to derisking levels, you just have to know what to look for to position yourself for a liquidity event.

Survival Secrets from Colorado Resource Investing Front Lines (10/1/15)
Survival

Top experts and select companies traveled to Colorado last week for a pair of conferences focused on the survivors in the natural resource mining sector. The Gold Report reached out to some of the discerning voices there and asked whether the barrage of headlines from the Federal Reserve and China impacted the mood, and what companies they would be following up on when they returned to their offices. While the Precious Metals Summit was geared toward development-stage companies and the Denver Gold Forum was mostly populated by large, producing mining companies, everyone seemed fixated on survival. For those of us watching from home, experts we talked to were kind enough to name some of the standout companies they saw in boothland.

Recent Quotes

"EFR's Canyon Mine uranium project returned some impressive copper intersections."

— Joe Mazumdar, Exploration Insights (10/30/16)
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"EFR's Nichols Ranch and Alta Mesa ISR projects represent low-cost production that requires minimal capital to ramp up in an improving market environment."

— Joe Mazumdar, Exploration Insights (10/2/16)
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"EFR's goal remains to become the largest U.S. based U3O8 producer and is one of a few uranium producers with the capability to produce U3O8 from a variety of sources."

— Joe Mazumdar, Exploration Insights (9/18/16)
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'High grades from EFR's Canyon Mine could make the project a priority to bring into production by 2017."

— Joe Mazumdar, Exploration Insights (8/21/16)
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"EFR's Alta Mesa ISR plant is an asset that can be brought on line fairly quickly with minimal upfront capital."

— Joe Mazumdar, Exploration Insights (8/7/16)
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"NMI increased its cash position in Q2/16 while carrying no debt in a rising gold price environment."

— Joe Mazumdar, Exploration Insights (7/24/16)
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"Of the advanced projects, VIT's Eagle gold project is the only one contemplating using grid power in its feasibility study."

— Joe Mazumdar, Exploration Insights (7/18/16)
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"NMI's drill programs are a smart move as the Fosterville asset is driving its free cash flow."

— Joe Mazumdar, Exploration Insights (5/15/16)
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"NMI's management team has succeeded in generating free cash flow while eliminating the company’s long-term debt position."

— Joe Mazumdar, Exploration Insights (5/2/16)
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"NMI's underground reserves at Fosterville grew 34%, due in part to higher tonnage at a much higher grade."

— Joe Mazumdar, Exploration Insights (3/27/16)
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"NMI is generating free cash flow with low debt levels."

— Joe Mazumdar, Exploration Insights (3/6/16)
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"GSV is a good vehicle for a major company to get leverage to a Nevada footprint."

The Gold Report Interview with Joe Mazumdar (2/25/16)
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"NMI's jewel in the crown is the Fosterville gold mine."

The Gold Report Interview with Joe Mazumdar (2/25/16)
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"Lake Shore's land package in Canada puts THO in a stable jurisdiction."

The Gold Report Interview with Joe Mazumdar (2/25/16)
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"NMI's Eagle Fault zone drill results included 161 g/t Au over 7.35m."

— Joe Mazumdar, Exploration Insights (2/14/16)
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"AKG is well funded to achieve commercial production in Q2/16E."

— Joe Mazumdar, Canaccord Genuity (11/16/15)
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"We continue to forecast for AKG a cushion of $40–45M during ramp-up."

— Joe Mazumdar, Canaccord Genuity (11/9/15)
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"PVG reported Q3/15 financials in line with our expectations."

— Joe Mazumdar, Canaccord Genuity (11/6/15)
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"We maintain our Speculative Buy recommendation on PVG."

— Joe Mazumdar, Canaccord Genuity (11/4/15)
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"We are upgrading PVG to Speculative Buy."

— Joe Mazumdar, Canaccord Genuity (10/22/15)
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