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.

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Companies Commented On

  • Alamos Gold Inc.
  • Amara Mining Plc
  • Asanko Gold Inc.
  • Avnel Gold Mining Ltd.
  • Azure Minerals Ltd.
  • Belo Sun Mining Corp.
  • Caledonia Mining Corp.
  • Carlisle Goldfields Ltd.
  • Claude Resources Inc.
  • Dalradian Resources Inc.
  • Doray Minerals Ltd.
  • Energy Fuels Inc.
  • Evrim Resources Corp.
  • Fission Uranium Corp.
  • Gold Resource Corp.
  • Gold Standard Ventures Corp.
  • Guyana Goldfields Inc.
  • Integra Gold Corp.
  • Kaminak Gold Corp.
  • Lake Shore Gold Corp.
  • Mandalay Resources Corp.
  • Metals X Ltd.
  • Midas Gold Corp.
  • Nevsun Resources Ltd.
  • Newmarket Gold Inc.
  • Northern Star Resources Ltd.
  • Oban Mining Corp.
  • OceanaGold Corp.
  • Osisko Gold Royalties Ltd.
  • Premier Gold Mines Ltd.
  • Pretium Resources Inc.
  • Richmont Mines Inc.
  • Romarco Minerals Inc.
  • Roxgold Inc.
  • Sabina Gold & Silver Corp.
  • Saracen Mineral Holdings Ltd.
  • SEMAFO Inc.
  • Silver Standard Resources Inc.
  • St. Barbara Ltd.
  • Stillwater Mining Co.
  • Tahoe Resources Inc.
  • Torex Gold Resources Inc.


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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"GSV's DS15-11 hit 157m grading 1.51 g/t gold."

— Brent Cook, Exploration Insights (11/11/15)
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"AKG is on the list of possible takeover candidates."

The Gold Report Interview with Brent Cook (11/2/15)
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"Some smart people are consolidating junior resource companies while they are on sale; for instance, NMI recently acquired Crocodile Gold."

The Gold Report Interview with Brent Cook (11/2/15)
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"RIC is a takeover possibility for First Mining or another opportunistic consolidator."

The Gold Report Interview with Brent Cook (11/2/15)
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"I expect RIC's Island gold deposit to continue to improve."

— Brent Cook, Exploration Insights (11/1/15)
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"ICG is run by a technically, financially and promotionally solid team."

— Brent Cook, Exploration Insights (10/4/15)
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"The PEA showed FCU's Triple R could develop into a robust deposit."

— Brent Cook, Exploration Insights (9/6/15)
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"GUY announced initial gold production from its Aurora deposit in Guyana."

— Brent Cook, Exploration Insights (8/9/15)
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"We own AKG stock and have for some time."

— Brent Cook, Exploration Insights (8/9/15)
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"RIC made efforts aimed at accessing higher-grade gold at Island Gold."

— Brent Cook, Exploration Insights (8/9/15)
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"AKG is well positioned to be in production when the market turns."

The Gold Report Interview with Brent Cook (7/13/15)
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"CGT has a major drill program going on the Eastside project in Nevada."

The Gold Report Interview with Brent Cook (7/13/15)
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"CNL's most recent underground sampling pulled together the high-grade center of the Buriticß deposit."

The Gold Report Interview with Brent Cook (7/13/15)
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"GUY is funded and moving toward production."

The Gold Report Interview with Brent Cook (7/13/15)
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"PLG has a very prolific area of mineralization."

The Gold Report Interview with Brent Cook (7/13/15)
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"RIC is one of the companies that a major should be looking to take over."

The Gold Report Interview with Brent Cook (7/13/15)
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"The new FCU-Denison company is viable and owns growing deposits."

— Brent Cook, Exploration Insights (7/12/15)
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"The high-grade core of both CNL's Yaragua and Veta Sur deposits appears robust."

— Brent Cook, Exploration Insights (6/21/15)
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"AKG continues to derisk development of its Asanko gold deposit in Ghana."

— Brent Cook, Exploration Insights (6/7/15)
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"I do not see a fatal flaw in CGT's story."

— Brent Cook, Exploration Insights (5/31/15)
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"PLG will explore Kinsley Mountain and Goldstrike this summer."

— Brent Cook, Exploration Insights (5/31/15)
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"PLG's shares are worth accumulating."

— Brent Cook, Exploration Insights (5/17/15)
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"RIC's Q1/15 production totaled ~26 Koz, up 23% YOY."

— Brent Cook, Exploration Insights (4/26/15)
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"FCU's PLS assay results support our thesis that Triple R will grow."

— Brent Cook, Exploration Insights (3/29/15)
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"The odds of PLG having success are better than average."

— Brent Cook, Exploration Insights (3/29/15)
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"PLG's TV Tower drill results were encouraging."

— Brent Cook, Exploration Insights (3/15/15)
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"PLG's 2014 drill results demonstrate that the geologic model works."

— Brent Cook, Exploration Insights (3/8/15)
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"RIC is an exploration play with obvious upside in a safe jurisdiction."

— Brent Cook, Exploration Insights (3/8/15)
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"PLG has a well-mineralized district capable of generating an economic deposit."

— Brent Cook, Exploration Insights (2/8/15)
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"PLG's updated PEA on Halilaga shows considerably improved economics."

— Brent Cook, Exploration Insights (2/1/15)
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"At year-end, construction at AKG's Asanko mine was 24% complete."

— Brent Cook, Exploration Insights (1/17/15)
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"FCU has the best new discovery we've seen in the Athabasca Basin in quite a long time."

The Mining Report Interview with Brent Cook (1/13/15)
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"URZ is a leveraged play on the uranium price."

The Mining Report Interview with Brent Cook (1/13/15)
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"PLG is very smart and doing good work."

The Gold Report Interview with Brent Cook (1/5/15)
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"PG is very competent."

The Gold Report Interview with Brent Cook (1/5/15)
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"VGQ's acquisition by Osisko offers leverage to two of the best gold royalties."

— Brent Cook, Exploration Insights (1/4/15)
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"FCU's Patterson Lake South discovery is the most significant new deposit in many years."

— Brent Cook, Exploration Insights (1/4/15)
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"FCV's Bayovar is a solid deposit that should attract a major partner."

— Brent Cook, Exploration Insights (1/4/15)
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"PLG has a technically savvy team."

— Brent Cook, Exploration Insights (1/4/15)
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"PG has been aggressive in exploring its projects and successful in raising cash."

— Brent Cook, Exploration Insights (12/7/14)
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"VGQ's merger with Osisko is a good deal for both companies."

— Brent Cook, Exploration Insights (11/17/14)
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"FCV continues to execute its plan of attracting JV metals partners while advancing its Bayovar project."

— Brent Cook, Exploration Insights (11/2/14)
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"VGQ can collect up to 3.5% NSR from Goldcorp's ╔lÚonore, which just had its first pour."

— Brent Cook, Exploration Insights (10/5/14)
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"It is certainly possible PRG is on to a new discovery at Ginger Ridge."

Exploration Insights (9/28/14)
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"UGD has outlined 2 Moz grading 1.59 g/t gold in Los Candelones."

— Brent Cook, Exploration Insights (9/28/14)
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"PLG's ability to drill into Carlin-style mineralization is an impressive, positive sign."

— Brent Cook, Exploration Insights (9/14/14)
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"VGQ's ╔lÚonore project could ultimately be considerably larger than the current 8 Moz resource."

— Brent Cook, Exploration Insights (9/14/14)
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"I expect that FCV's resource at Bayovar 12 could easily double with more drilling."

— Brent Cook, Exploration Insights (9/14/14)
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"PLG continues to discover new gold/copper mineralization in Turkey."

— Brent Cook, Exploration Insights (8/31/14)
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"AKG has begun construction on phase 1 of its Asanko gold project in Ghana."

— Brent Cook, Exploration Insights (8/24/14)
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