Is It Time to Sell Mining Stocks?
Rob Bruggeman is a board member of Abra Silver, a mining investor, and a mining analyst known for taking a capital-preservation approach to the sector. In this interview he makes the case that it is not yet time to sell mining stocks, because the main forces driving gold higher, including dollar debasement, reserve diversification, rising debt, inflation pressure, and geopolitical risk, are still in play. We discussed why money flows matter more than narratives in mining bull markets, why he prefers reacting to changing trends over forecasting exact metal prices, how he evaluates producers versus juniors in a high-gold-price environment, why he is skeptical of PEA-stage economics that simply plug in spot prices, what makes a project or jurisdiction investable, and the warning signs that tell him a company is likely to waste the bull market instead of benefiting from it.
