EQX — what the podcasts are saying · Zortix

What the podcasts are saying about

EQX

In-depth coverage

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Mentions · 7d

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Mentions · 30d

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Mentions · 90d

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Episodes

Latest attributed ideas · most recent first

16 JULCOMMODITY CULTURE · 00:05

Gold miners benefit from US economic decline

“The macro bull case for gold miners rests on structural US budget deficits, declining foreign treasury demand, and global de-dollarization.”

Core thesis · 5/5Verify in source →

4 JULCOMMODITY CULTURE · 15:45

Underinvestment forces gold mining sector consolidation

“The guest argued that gold mining companies will be forced into a wave of mergers and acquisitions to combat declining output caused by years of underinvestment in exploration.”

In depth · 4/5Verify in source →

4 JULCOMMODITY CULTURE · 00:00

Gold mining sector faces wave of consolidation

“The guest argued that the gold mining sector will see an increase in sideways mergers and acquisitions of single-asset producers by larger entities.”

Substantive discussion · 3/5Verify in source →

4 JULPALISADES GOLD RADIO · 06:50

Equinox and Orla merger drives growth potential

“The guest argued that the merger of Equinox Gold and Orla Mining creates a compelling mid-tier gold producer with significant near-term production growth in safe jurisdictions.”

In depth · 4/5Verify in source →

4 JULPALISADES GOLD RADIO · 05:50

Gold miners offer deep cash flow value

“The guest argued that gold mining and royalty companies are trading at historically cheap valuations relative to free cash flow and net asset value, presenting a strong entry point.”

Core thesis · 5/5Verify in source →

4 JULPALISADES GOLD RADIO · 07:35

Caution urged on beaten-down gold miners

“The guest argued that market participants should exercise caution and maintain liquidity rather than aggressively acquiring gold miners, warning that a broader stock market rollover could trigger another 50% drop in the sector.”

In depth · 4/5Verify in source →

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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION