Insights
Notes on gold, geology, and responsible exploration
Plain-language explainers and research on the things that shape an exploration story — from valuing explorers to the geology of the Abitibi.
InvestingFebruary 12, 2024·6 min read
How to value a gold explorer
Explorers rarely have earnings or even a resource, so traditional multiples fall flat. Here is a practical framework for weighing an early-stage gold story.
Read articleESG5 min read
ESG and mining: why good practice compounds
Responsible conduct is often framed as a cost. At the exploration stage it is better understood as risk management that protects long-term value.
ReadGeology5 min read
Why the Abitibi greenstone belt still matters
More than a century after the first discoveries, this ancient volcanic terrane in Quebec and Ontario keeps producing gold. Here is the geology behind its staying power.
ReadMarkets4 min read
The many uses of gold beyond jewellery
Gold is famous as an ornament and a store of value, but its physical properties also make it quietly essential to modern technology.
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