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ITP: Kerry Knoll, Executive Chairman, Generation Mining (GENM.TO)

by Lobo Tiggre
Tuesday, March 23, 12:00pm, UTC, 2021

I’m a well-known skeptic about current historic highs in palladium prices being sustainable. But a lot of readers asked about this Canadian palladium play, so I dragged management into the pit to ask them about it. Their brand new feasibility study assumes $1,725 palladium—is that really justifiable over the next 15 years? How well supported are the high metallurgical recoveries cited in the study? Is the grade really high enough to transition to underground mining in the future? I asked this and more, on your behalf.




Note that, as always, our interviews are neither endorsements nor recommendations of the companies covered.


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