Not much lead-in required after last week’s post-mortem on Minera Alamos.
This is probably my favourite interview that I’ve done. It’s less about MAI and more about learning from failure and have a process in place to analyze failed investments.
A few takeaways:
- I need better lighting if I’m going to be doing interviews during thunderstorms.
- The positive feedback from people in the mining industry, institutional investors and C-suite executives has been a surprise.
- The why-do-I-want-to-listen-to-this-loser feedback from certain retail investors has not been surprising at all.
