Unfiltered Advice from Seasoned Pro Ed Baer: Find Value, Avoid Greed, Shun Fools and Harvest Gains

Seasoned resource investing expert Ed Baer returns to MSE and offers speculators candid advice. Ed discusses current resource-sector opportunities amid recent commodity enthusiasm and subsequent pullbacks. Baer explains why he got involved with Mogotes Metals in the Vicuna district near major projects and outlines aggressive drilling plans amid lab delays. He also assesses a current loser in his portfolio, Pan Global.

Ed Baer currently serves as CEO and Executive Member of the Board of Directors for the private resource investment company DNA Gold Corp. Mr. Baer has extensive experience in strategic planning and business development, spanning over 30 years in the natural resources sector. In his capacity as Interim Chairman and CEO of European Goldfields Ltd., he effected the transformation of the company through strategic initiatives that leveraged his project management, financing and capital markets experience. Mr. Baer also served in a senior corporate development capacity to Greystar Resources Ltd., and held senior executive positions and a directorship with TVX Gold Inc. Having served in senior executive and corporate development positions for junior and mid-tier precious metals companies, he has a demonstrated record in the transformation and successful building and turnaround of соmраnіеѕ. Mr. Baer holds a Master of Laws (LLM) from Osgoode Hall Law School and a Master of Science (Leadership) with Distinction from Northeastern University. He is a member of the Institute of Corporate Directors and obtained the ICD.D designation in 2009.

00:00 Intro

00:46 Euphoria in junior miners

03:11 Reality Check Pullbacks

04:42 Why Gold and Copper

07:09 Financing Window Tightens

07:47 Flow Through Skepticism

09:03 Mogotes Metals Origin Story

10:01 Vicuna District Big Picture

11:43 Drilling Plans and Lab Delays

13:06 Jurisdiction and Due Diligence

14:23 Taking Profits Not Greedy

16:42 Handling Losers: Pan Global

19:31 MRE Timing and Credibility

21:01 Calling Institutions for Clarity

22:08 Opportunity Cost Reality

23:19 Walking Away from Arrogance

24:23 Use Realistic Metal Prices

25:51 Background Checks and Governance

29:00 Options RSUs And Pay Abuse

31:10 Useless Board Seats

33:34 Eike Batista Lesson

36:58 Thunder Bay Due Diligence

39:30 Why Promos Fade Online

40:18 How To Reach Ed