Institutional investment constraints harm junior explorers: funds with minimum market cap requirements ($50-200M) cannot invest in projects below those thresholds; gold ETFs like GDX (which allows passive fund managers to delegate exploration selection) have reduced active fund managers' motivation to pick individual explorers; this structural shift has harmed junior sector access to capital.
causalpending
Speaker
Gerald PanonEvidence Quote
“I think the regulation of uh compromis our sector badly U no fund without a minimum market cap will invest into companies minimum could be 50 million up to $150 $200 million market cap in most of the people that have money to support this industry”
Source
The Biggest Problem With Junior Mining, the Story of a Mine Builder, and a Different Copper Porphyry— Resource TalksCreated: 8/13/2026, 4:56:03 AM
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