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Generalist Investors Are Returning to Mining | Tim Wood

Mining companies have more cash, stronger metals prices and broader investor interest, but Tim Wood says the sector is still showing restraint rather than repeating the excesses of the last cycle.

Speaking with Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas, the Denver Gold Group executive director said capital discipline remained a consistent message across company presentations, with miners continuing to prioritize shareholder returns and stronger balance sheets. “I think we've turned a corner in the way companies are approaching the cycle,” Wood said.

Wood also described a…

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