Michael Gentile Sees a Major Opportunity in Canadian Mining

Gentile says Canada's new tax and permitting reforms, plus resilient gold fundamentals, make junior mining equities a mispriced opportunity.

• London forum scale-up: Gentile brought 24 of his portfolio's 35 companies to London, drawing ~175 investors in one day, part of a five-city, 500-investor European tour.
• Canadian tax/permitting overhaul: PM Mark Carney's proposed 100% first-year depreciation on mining capex (vs. prior 30% over 20 years) and a 'one path, one project, one permit' reform targeting permit times down from 7-10 years to ~24 months.

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