Sector Expert: Brent Cook

Exploration Insights

Image: Brent Cook

Brent Cook brings more than 30 years of experience to his role as a geologist, consultant and investment adviser. His knowledge spans all areas of the mining business, from the conceptual stage through detailed technical and financial modeling related to mine development and production. Cook's weekly Exploration Insights newsletter focuses on early discovery, high-reward opportunities, primarily among junior mining and exploration companies.



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.

A Year of Tips for Winning the Natural Resource Investment War (12/29/15)
FissionAtha580

Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.

2015: A Year of Investing Perspective (12/28/15)
20 Year Gold Price Chart

As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead.

Recent Quotes

"Amending the terms of the convertible debt facility is an example of Energy Fuels Inc. trying to pull a lever to manage its working capital."

— Brent Cook, Exploration Insights (7/24/16)
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"THO's new agreements with Goldcorp support the plan to grow production in Northern Ontario to over 250 Koz/year by 2020."

— Brent Cook, Exploration Insights (7/10/16)
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"EFR is pulling as many levers as possible to manage its working capital."

— Brent Cook, Exploration Insights (5/15/16)
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"NMI rebounded this week (34%) as news surfaced that Eric Sprott purchased 10M shares and now owns 8.7% of the company."

— Brent Cook, Exploration Insights (4/10/16)
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"We continue to be positive on the potential upside embedded in EFR that would be triggered in a rising uranium price environment."

— Brent Cook, Exploration Insights (4/10/16)
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"We continue to hold THO for exposure to one of the best silver assets in the world."

— Brent Cook, Exploration Insights (4/10/16)
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"EFR let the market know that it was raising $10.5M."

— Brent Cook, Exploration Insights (3/13/16)
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"THO has little debt and the strength to maintain its dividend policy."

— Brent Cook, Exploration Insights (3/13/16)
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"We constantly re-evaluate results against our original investment theses, and we are still holding GUY."

The Gold Report Interview with Brent Cook (2/25/16)
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