“Junior Mining Stocks are Entering the Market Recognition Phase” says Pro Investor Michael Gentile
Strategic resource investor Michael Gentile believes junior mining stocks will see a rerate higher as they are “entering the market recognition phase.” He offers a wide range of junior mining stock investing advice and analysis in this discussion with Bill Powers at The Mining Event in Quebec City on June 4th, 2025.
From 2003 to 2018 Mr. Gentile worked as a professional money manager at Formula Growth Limited, an independent investment management firm established in Montreal in 1960 with a long-term track record of creating investor wealth. While at Formula Growth his main sector focus was the mining and natural resource sectors. In 2012, Mr. Gentile became the co-manager of the Formula Growth Alpha Fund, a market neutral hedge fund focused on small to mid-cap equities. From 2011 to 2018 the Formula Growth Alpha Fund became one of the largest market neutral funds in Canada, growing its assets under management to over $650 million by the end of 2018. In October 2018, Mr. Gentile retired from full time money management in order to be able to spend more time with his family. Subsequently, he remains a very active investor in the mining space owning significant stakes in several small-cap mining companies and is currently a strategic advisor to Radisson Mining Resources (TSX.V: RDS) and a board member of Roscan Gold Corporation (TSX.V: ROS) and Northern Superior Resources (TSX.V: SUP).
0:00 Introduction
0:24 Michael’s roles at conference
2:35 “Market recognition phase”
3:15 Investor advocacy
4:21 Vetting executives
7:53 Reject most junior miners
10:06 Exit strategy
11:33 Lying executives
13:10 Reasonable compensation
14:58 Director selling stock
15:59 Management discount or premium
17:54 Deal entry
19:30 NorthIsle Copper and Gold
22:01 Arizona Metals
23:54 Silver bull market
