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Pasting something I posted recently.

- Know the state of play for key commodity markets - gold in precious, copper in base etc.

- Be intelligent on the macro tailwinds - battery metals, advanced materials, bottlenecks in processing, China repoening etc.

- Know key valuation methodologies - differences in how you do things between the "metals" and "mining" segments, producing asset vs. exploration etc.

- Bonus points - be familiar with recent transactions. Some notable M&A announced in the last few months and the financing window for junior mining is open atm.

 

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