The following compilation summarizes ideas collected from correspondence between myself and a number of accomplished friends in the industry—specifically: Ron Stewart, Managing Director Clarus Securities; Quinton Hennigh, CEO Novo Resources and all around top geologist; and Steve Ristorcelli, President Mine Development Associates.
Once in a while I read some very interesting content by mining industry professionals, being interviews, rants, articles, analysis or other material. When I learn a lot from content like this, I think it could be useful for others as well. Feel free to contact me when you know about other interesting content that's a must read for resource investors. These articles are republished with the express written permission of the authors/companies involved.