Sector Expert: Brent Cook

Exploration Insights

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Brent Cook brings more than 30 years of experience to his role as a geologist, consultant and investment adviser. His knowledge spans all areas of the mining business, from the conceptual stage through detailed technical and financial modeling related to mine development and production. Cook's weekly Exploration Insights newsletter focuses on early discovery, high-reward opportunities, primarily among junior mining and exploration companies.

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Recent Interviews

A Year of Tips for Winning the Natural Resource Investment War (12/29/15)
FissionAtha580

Energy investors are no strangers to boom-and-bust cycles. In fact, a number of the experts interviewed by The Energy Report in 2015 took a certain amount of glee in the opportunities they knew would open up in low-price markets for oil and gas, uranium and lithium. Let's take a trip around the world as we recall the words of wisdom these experts shared, and see if they can spark a better understanding of what we can expect during the next turn around the sun.

2015: A Year of Investing Perspective (12/28/15)
20 Year Gold Price Chart

As we at The Gold Report interviewed the investing stars in 2015, we saw some patterns develop. Whether it was in the wake of terror attacks, bond defaults, currencies (we are looking at you, Swiss Central Bank and China, decoupling from the euro and dollar respectively), political drama in the U.S., Iran, Turkey, Ukraine and Germany or the long-rumored Federal Reserve interest rate hike, the call seemed to be for patience. Crises come and go, cycles have their way with commodities and then move on only to return again under another headline. Smart investors, according to the experts we interviewed, know that the way to weather these storms is to be diversified. The way to profit from them is to be contrarian. Let's take a stroll down memory lane and see what it tells us about the road ahead.

How to Spot Buyout Clues in Today's Resource Market (11/2/15)
Mining M&A

What if you could tell before a press release comes out that a company is poised to be bought out, possibly at a nice premium? Sounds good, right? By watching historic patterns, that might just be possible. The Gold Report reached out to experts who have been around through enough cycles to know and asked for the clues they watch that an acquisition might be imminent. From location and early investment to derisking levels, you just have to know what to look for to position yourself for a liquidity event.

Recent Quotes

"GSV's DS15-11 hit 157m grading 1.51 g/t gold."

— Brent Cook, Exploration Insights (11/11/15)
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"AKG is on the list of possible takeover candidates."

The Gold Report Interview with Brent Cook (11/2/15)
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"Some smart people are consolidating junior resource companies while they are on sale; for instance, NMI recently acquired Crocodile Gold."

The Gold Report Interview with Brent Cook (11/2/15)
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"RIC is a takeover possibility for First Mining or another opportunistic consolidator."

The Gold Report Interview with Brent Cook (11/2/15)
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"I expect RIC's Island gold deposit to continue to improve."

— Brent Cook, Exploration Insights (11/1/15)
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"ICG is run by a technically, financially and promotionally solid team."

— Brent Cook, Exploration Insights (10/4/15)
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"The PEA showed FCU's Triple R could develop into a robust deposit."

— Brent Cook, Exploration Insights (9/6/15)
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"GUY announced initial gold production from its Aurora deposit in Guyana."

— Brent Cook, Exploration Insights (8/9/15)
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"We own AKG stock and have for some time."

— Brent Cook, Exploration Insights (8/9/15)
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"RIC made efforts aimed at accessing higher-grade gold at Island Gold."

— Brent Cook, Exploration Insights (8/9/15)
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"AKG is well positioned to be in production when the market turns."

The Gold Report Interview with Brent Cook (7/13/15)
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"CGT has a major drill program going on the Eastside project in Nevada."

The Gold Report Interview with Brent Cook (7/13/15)
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"CNL's most recent underground sampling pulled together the high-grade center of the Buriticß deposit."

The Gold Report Interview with Brent Cook (7/13/15)
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"GUY is funded and moving toward production."

The Gold Report Interview with Brent Cook (7/13/15)
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"PLG has a very prolific area of mineralization."

The Gold Report Interview with Brent Cook (7/13/15)
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"RIC is one of the companies that a major should be looking to take over."

The Gold Report Interview with Brent Cook (7/13/15)
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"The new FCU-Denison company is viable and owns growing deposits."

— Brent Cook, Exploration Insights (7/12/15)
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"The high-grade core of both CNL's Yaragua and Veta Sur deposits appears robust."

— Brent Cook, Exploration Insights (6/21/15)
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"AKG continues to derisk development of its Asanko gold deposit in Ghana."

— Brent Cook, Exploration Insights (6/7/15)
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"I do not see a fatal flaw in CGT's story."

— Brent Cook, Exploration Insights (5/31/15)
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"PLG will explore Kinsley Mountain and Goldstrike this summer."

— Brent Cook, Exploration Insights (5/31/15)
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"PLG's shares are worth accumulating."

— Brent Cook, Exploration Insights (5/17/15)
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"RIC's Q1/15 production totaled ~26 Koz, up 23% YOY."

— Brent Cook, Exploration Insights (4/26/15)
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"FCU's PLS assay results support our thesis that Triple R will grow."

— Brent Cook, Exploration Insights (3/29/15)
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"The odds of PLG having success are better than average."

— Brent Cook, Exploration Insights (3/29/15)
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"PLG's TV Tower drill results were encouraging."

— Brent Cook, Exploration Insights (3/15/15)
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"PLG's 2014 drill results demonstrate that the geologic model works."

— Brent Cook, Exploration Insights (3/8/15)
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"RIC is an exploration play with obvious upside in a safe jurisdiction."

— Brent Cook, Exploration Insights (3/8/15)
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"PLG has a well-mineralized district capable of generating an economic deposit."

— Brent Cook, Exploration Insights (2/8/15)
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"PLG's updated PEA on Halilaga shows considerably improved economics."

— Brent Cook, Exploration Insights (2/1/15)
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"At year-end, construction at AKG's Asanko mine was 24% complete."

— Brent Cook, Exploration Insights (1/17/15)
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"FCU has the best new discovery we've seen in the Athabasca Basin in quite a long time."

The Mining Report Interview with Brent Cook (1/13/15)
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"URZ is a leveraged play on the uranium price."

The Mining Report Interview with Brent Cook (1/13/15)
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"PLG is very smart and doing good work."

The Gold Report Interview with Brent Cook (1/5/15)
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"PG is very competent."

The Gold Report Interview with Brent Cook (1/5/15)
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"VGQ's acquisition by Osisko offers leverage to two of the best gold royalties."

— Brent Cook, Exploration Insights (1/4/15)
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"FCU's Patterson Lake South discovery is the most significant new deposit in many years."

— Brent Cook, Exploration Insights (1/4/15)
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"FCV's Bayovar is a solid deposit that should attract a major partner."

— Brent Cook, Exploration Insights (1/4/15)
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"PLG has a technically savvy team."

— Brent Cook, Exploration Insights (1/4/15)
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"PG has been aggressive in exploring its projects and successful in raising cash."

— Brent Cook, Exploration Insights (12/7/14)
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"VGQ's merger with Osisko is a good deal for both companies."

— Brent Cook, Exploration Insights (11/17/14)
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"FCV continues to execute its plan of attracting JV metals partners while advancing its Bayovar project."

— Brent Cook, Exploration Insights (11/2/14)
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"VGQ can collect up to 3.5% NSR from Goldcorp's ╔lÚonore, which just had its first pour."

— Brent Cook, Exploration Insights (10/5/14)
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"It is certainly possible PRG is on to a new discovery at Ginger Ridge."

Exploration Insights (9/28/14)
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"UGD has outlined 2 Moz grading 1.59 g/t gold in Los Candelones."

— Brent Cook, Exploration Insights (9/28/14)
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"PLG's ability to drill into Carlin-style mineralization is an impressive, positive sign."

— Brent Cook, Exploration Insights (9/14/14)
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"VGQ's ╔lÚonore project could ultimately be considerably larger than the current 8 Moz resource."

— Brent Cook, Exploration Insights (9/14/14)
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"I expect that FCV's resource at Bayovar 12 could easily double with more drilling."

— Brent Cook, Exploration Insights (9/14/14)
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"PLG continues to discover new gold/copper mineralization in Turkey."

— Brent Cook, Exploration Insights (8/31/14)
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"AKG has begun construction on phase 1 of its Asanko gold project in Ghana."

— Brent Cook, Exploration Insights (8/24/14)
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"I am encouraged by PLG's relatively high grades at the Valley target."

— Brent Cook, Exploration Insights (7/28/14)
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"PLG has $34M cash, plus some very prospective properties in Turkey."

— Brent Cook, Exploration Insights (7/10/14)
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"FCU has the best uranium discovery in a long, long time."

The Mining Report Interview with Brent Cook (6/24/14)
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"PLG's drilling on Kinsley Mountain is turning up some very positive numbers that point to the potential of another major gold deposit."

The Mining Report Interview with Brent Cook (6/24/14)
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"Assays from FCV's Bayovar 12 confirmed the extensive and consistent nature of the phosphate beds."

— Brent Cook, Exploration Insights (6/22/14)
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"FCU's PLS is shaping up to be a world-class, near-surface deposit."

— Brent Cook, Exploration Insights (6/22/14)
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"PLG continues to release very good drill results from new targets."

— Brent Cook, Exploration Insights (6/15/14)
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"Detailed project engineering points to at least $9M in cost savings at TGM's Karma."

— Brent Cook, Exploration Insights (6/1/14)
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"FCU's Patterson Lake South deposit continues to impress."

— Brent Cook, Exploration Insights (6/1/14)
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"PLG's technical team is proven, competent, experienced and very knowledgeable."

— Brent Cook, Exploration Insights (5/18/14)
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"VGQ is top quality, with one of the best gold royalties in the sector."

— Brent Cook, Exploration Insights (4/27/14)
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"TGM's Karma is a simple, low-cost deposit that is shovel ready and growing."

— Brent Cook, Exploration Insights (4/27/14)
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"Robust resources, low capex and a safe jurisdiction make ROG's Yaramoko attractive to mid-tier suitors."

— Brent Cook, Exploration Insights (4/27/14)
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"Impressive grades and thickness at PLG's West Flank may suggest a 1+ Moz gold deposit."

— Brent Cook, Exploration Insights (4/27/14)
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"FCU has drilled its thickest high-grade interval yet at Patterson Lake South."

— Brent Cook, Exploration Insights (4/27/14)
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"VGQ is quality for sure."

— Brent Cook, Exploration Insights (4/6/14)
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"PLG's Kinsley Mountain, and in particular the West Flank area, could host an economic Carlin-style gold system."

— Brent Cook, Exploration Insights (3/20/14)
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"I expect additional resources will be added to TGM's North Kao."

— Brent Cook, Exploration Insights (3/16/14)
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"PLG's TV Tower offers excellent potential for the discovery of supergene copper and porphyry copper/gold deposits."

— Brent Cook, Exploration Insights (3/9/14)
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"Many of FCU's defined zones at PLS may merge into a significant trend."

— Brent Cook, Exploration Insights (3/9/14)
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"ROG's Yaramoko is one of a very few high-margin, low-capex, undeveloped projects on the market."

— Brent Cook, Exploration Insights (2/23/14)
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