Mundoro Capital (MUN) - Generator Royalty After Serbian Copper & Gold скачать в хорошем качестве

Mundoro Capital (MUN) - Generator Royalty After Serbian Copper & Gold

Interview with Teo Dechev, President & CEO of Mundoro Capital (TSX-V:MUN) If you want our take on this interview and Mundoro Capital, go to https://cruxinvestor.com/club Royalty Generator in Eastern Europe. Mundoro partners with explorers and developers chasing large scale copper and gold. Both very topical at the moment. Dechev explains what investors may be missing about their business model and the descriptor. We talk about dilution control, exploration expansion budgets, downside protection and partners plans. Generator and royalty companies take time to get going, but Mundoro has been at this for a while and the market is perhaps tired of the story. Currently they have Vale and Jogmec as partners and perhaps a third to join them in 2021. If the plans of these partners involving focusing on these Serbian assets and they get lucky and find the next discovery then this is a company maker. So clearly Mundoro is not in control of timing. They do however collect fees and have on average been spending $4M on their own exploration programmes. Drilling: 12,441 m in 2019 drill programs and 15,972 in 2018 drill programs. Partner sole funding: $3.764 mln in 2019 and $3.407 mln in 2018. If you want to hear what we think of the company go to cruxinvestor.com/club where you can also get summaries of all our interviews (to save you time); Company Reports, exclusive insight on various macro trends in commodities, early access to our company interviews (stay ahead of the crowd); and a thriving community of intelligent investors sharing thoughts and ideas (but without the vitriol and trolling). Think Twitter meets Netflix. 0:00 - Introduction 1:28 - Company Overview 2:33 - anno 2006, Stagnant Share Price & $12M Mkt Cap; What's Wrong? 6:22 - Understanding the Generator Model; Where's the Upside? 8:32 - Royalty Generator & Partner Involvement 13:01 - Means for Value Growth in the Short-Term 15:12 - Relationships with the Partners & Successes so far 19:58 - The Process & Pace; How Much are Mundoro in Control? 25:27 - 18.000m Drilled & Amounts of Money Spent 28:29 - Expectations for 2021: A Message to Shareholders Company Page: https://mundoro.com/ Explore More Here: https://cruxinvestor.com Join our Club's waitlist: https://cruxinvestor.com/club For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:   / cruxinvestor     / crux-investor     / cruxinvestor   If you got value from this interview, please subscribe.