Terra Capital founder and chief investment officer Jeremy Bond argues gold remains a strategic hedge against continued government spending and inflation.
While its had a tough year, down more than 30 per cent, its starting to generate value. But the best way to gold is through a miner, he says. Here Bond nominates Canadian-listed G Mining Ventures as having that potential.
The company is developing mines in Africa and South America. The company leverages “hall of fame expertise” in building 20 mines over its life in frontier territories for rapid growth, Bond says. “No gold company will produce have a greater production growth than G Mining.
They will produce 300 per cent growth in the next few years, and that is why we want to own G Mining”.
The company plans to double production to 350,00 ounces in the next two years and reach 600,000 ounces within three years, driving 300 per cent growth.
“We love gold. You want to go to where the best potential mines are but with the best teams. The cashflow will be absolutely insane compared to tech companies these days”.
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