Vukasin Pekovic on US Mining Assets and a New Floor for the Gold Price
Vukasin Pekovic joins MSD today to share his analysis on the "ferocity" of the market correction in mining and metals. He argues gols is enterting a new price floor potentially north of $3000/oz and still there remain genuine asset scarcities within the junior equities. He shares thoughts on under-valued US assets following a new $12B Project Vault announcement out of the White House.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.