Write-up on SPD, page-8

Great interview. The real problem in mining investing these days is the intellectual chasm between understanding the long lead times involved in mining and the ever diminishing time frames and attention spans of the investment community. It leads to great opportunities that have became what you might term near risk free "no-brainers" but as a result of new investing mindset you might not see any meaningful price uplift for long periods. Certainly not for the faint hearted but similarly very rewarding if you put the work in to understanding the quite often opaque metrics of a bunch of minerals.