When a major miner puts money into a junior, what does it really tell us?
Cornerstone stakes, royalties, streams and strategic deal terms, and why a prominent investor isn't automatic validation.
PODCASTS & MEDIA
What is the market missing in mining stocks?
I'm Jon Binder, founder of Mispriced Miners. I track sophisticated mining capital, look for business inflections, and test the upside against financing, dilution, and execution risks.
My background is in data, systems, and human-computer interaction, not geology. I built GoldSignal Data to help organize the ownership and fundamental evidence, then started writing about the investment questions it raises.
JON BINDERIndependent mining researcher
SOME CONVERSATIONS WE COULD HAVE
Three episode angles.
Each can be grounded in real cases, sources and counterarguments, not a software demonstration.
Why can miners be mispriced when their cash flow is about to change?
Construction, early production and changing margins, with the difficult question of whether the upside survives the mine-life assumptions.
What makes a potential ten-bagger thesis collapse?
The overlooked effects of share dilution, taxes, capital needs, commodity prices and execution risk on returns to shareholders.
READ BEFORE YOU BOOK
Judge the thinking, not the résumé.
These public examples are a practical way to assess whether the material would work for your audience.
GET IN TOUCH
Have a mining-investment audience?
Send your show name, a few possible dates, and the angle you'd like to cover. I can share a short outline and source links in advance.
jon@mispricedminers.com →This page doesn't claim prior editorial appearances. Any paid placement should be disclosed.